| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $118 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $234 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $235 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 3 | $352 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 3 | $352 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 3 | $352 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $352 | 0.00% | +3 | New |
| Torren Management, LLC | 3 | $354 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4 | $469 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 4 | $469 | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 5 | $587 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $703 | 0.00% | +1+20.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 6 | $704 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $704 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7 | $821 | 0.00% | −1−12.5% | Reduced |
| 1015 Capital Partners, LLC | 7 | $821 | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 7 | $821 | 0.00% | +7 | New |
| Stone House Investment Management, LLC | 8 | $938 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $938 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 8 | $938 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $960 | 0.00% | +5+166.7% | Added |
| Capital Advisors, Ltd. LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $1.06K | 0.00% | +5+125.0% | Added |
| Salem Investment Counselors Inc | 10 | $1.17K | 0.00% | +10 | New |
| Marquette Asset Management, LLC | 10 | $1.17K | 0.00% | +10 | New |
| American Capital Advisory, LLC | 11 | $1.29K | 0.00% | −1−8.3% | Reduced |
| Hughes Financial Services, LLC | 11 | $1.29K | 0.00% | +4+57.1% | Added |
| Vermillion Wealth Management, Inc. | 11 | $1.29K | 0.00% | +11 | New |
| Financial Network Wealth Advisors LLC | 12 | $1.41K | 0.00% | −23−65.7% | Reduced |
| Rakuten Securities, Inc. | 12 | $1.41K | 0.00% | +10+500.0% | Added |
| Johnson Financial Group, Inc. | 13 | $1.52K | 0.00% | −383−96.7% | Reduced |
| South State Corp. | 14 | $1.64K | 0.00% | −37−72.5% | Reduced |
| JPL Wealth Management, LLC | 14 | $1.64K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $1.88K | 0.00% | +1+6.7% | Added |
| Essential Partners LLC | 17 | $1.99K | 0.00% | +17 | New |
| SHP Wealth Management | 17 | $2.01K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 18 | $2.11K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 18 | $2.11K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $2.23K | 0.00% | +6+46.2% | Added |
| Principia Wealth Advisory, LLC | 19 | $2.23K | 0.00% | +6+46.2% | Added |
| RMG Wealth Management LLC | 15 | $2.24K | 0.00% | +15 | New |
| Albion Financial Group | 20 | $2.35K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $2.46K | 0.00% | +2+10.5% | Added |
| Ronald Blue Trust, Inc. | 24 | $2.81K | 0.00% | +10+71.4% | Added |
| Cromwell Holdings LLC | 25 | $2.93K | 0.00% | 00.0% | Unchanged |
| Pier Capital, LLC | 28 | $3.28K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 30 | $3.52K | 0.00% | −3−9.1% | Reduced |
| Rothschild Investment LLC | 31 | $3.63K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 31 | $3.63K | 0.00% | +12+63.2% | Added |
| Kilter Group LLC | 32 | $3.75K | 0.00% | −8−20.0% | Reduced |
| Eastern Bank | 33 | $3.87K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 33 | $3.87K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 35 | $4.10K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 36 | $4.22K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 37 | $4.34K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 38 | $4.49K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 39 | $4.57K | 0.00% | +3+8.3% | Added |
| Aventura Private Wealth, LLC | 40 | $4.69K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 41 | $4.81K | 0.00% | +41 | New |
| Retirement Wealth Solutions LLC | 41 | $4.86K | 0.00% | +2+5.1% | Added |
| Robbins Farley LLC | 42 | $4.92K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 43 | $5.04K | 0.00% | −1−2.3% | Reduced |
| CoreCap Advisors, LLC | 47 | $5.51K | 0.00% | +3+6.8% | Added |
| United Financial Planning Group LLC | 47 | $5.51K | 0.00% | +44+1,466.7% | Added |
| Strengthening Families & Communities, LLC | 48 | $5.63K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 53 | $6.21K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 53 | $6.21K | 0.00% | +38+253.3% | Added |
| Keating Financial Advisory Services, Inc. | 56 | $6.57K | 0.00% | +18+47.4% | Added |
| Transamerica Financial Advisors, Inc. | 56 | $6.57K | 0.00% | +38+211.1% | Added |
| Atlantic Trust, LLC | 56 | $6.57K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 59 | $6.83K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 65 | $7.62K | 0.00% | +65 | New |
| Pacific Center for Financial Services | 65 | $7.62K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 66 | $7.74K | 0.00% | +66 | New |
| Zions Bancorporation, National Association | 73 | $8.56K | 0.00% | +21+40.4% | Added |
| Atlantic Union Bankshares Corp | 81 | $9.50K | 0.00% | +81 | New |
| Storebrand Asset Management AS | 83 | $9.73K | 0.00% | −147−63.9% | Reduced |
| Basecamp Wealth Advisors LLC | 83 | $9.73K | 0.00% | −73−46.8% | Reduced |
| True Wealth Design, LLC | 85 | $9.97K | 0.00% | +36+73.5% | Added |
| Harbor Investment Advisory, LLC | 92 | $10.8K | 0.00% | +92 | New |
| Ancora Advisors, LLC | 94 | $11.0K | 0.00% | +14+17.5% | Added |
| Cassaday & Co Wealth Management LLC | 96 | $11.3K | 0.00% | +96 | New |
| Richardson Capital Management LLC | 97 | $11.4K | 0.01% | +97 | New |
| Harbour Investments, Inc. | 97 | $11.4K | 0.00% | +22+29.3% | Added |
| Whittier Trust Co of Nevada Inc | 101 | $11.7K | 0.00% | +55+119.6% | Added |
| Bayban | 100 | $11.7K | 0.01% | 00.0% | Unchanged |
| Sapience Investments, LLC | 110 | $12.9K | 1.67% | +110 | New |
| Owl Creek Wealth Partners LLC | 110 | $12.9K | 0.00% | +110 | New |
| Covestor Ltd | 113 | $13.0K | 0.01% | −18−13.7% | Reduced |
| Rossby Financial, LCC | 113 | $13.4K | 0.00% | −2−1.7% | Reduced |
| Hager Investment Management Services, LLC | 116 | $13.6K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 92 | $13.7K | 0.00% | +18+24.3% | Added |
| SBI Securities Co., Ltd. | 118 | $13.8K | 0.00% | −29−19.7% | Reduced |
| Salomon & Ludwin, LLC | 121 | $14.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 122 | $14.3K | 0.00% | +48+64.9% | Added |
| Transce3nd, LLC | 122 | $14.3K | 0.13% | −32−20.8% | Reduced |
| Bell Investment Advisors, Inc | 123 | $14.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 128 | $15.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 133 | $15.6K | 0.00% | +79+146.3% | Added |