| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Darwin Advisors, LLC | 0 | $28 | 0.00% | 0 | New |
| IMG Wealth Management, Inc. | 3 | $144 | 0.00% | +3 | New |
| Maryland Capital Advisors Inc. | 4 | $193 | 0.00% | +4 | New |
| Downshift Financial, LLC | 6 | $288 | 0.00% | +6 | New |
| Nvest Wealth Strategies, Inc. | 6 | $289 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 6 | $289 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $336 | 0.00% | +7 | New |
| Tidemark, LLC | 8 | $384 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 9 | $410 | 0.00% | +9 | New |
| Wolff Wiese Magana LLC | 10 | $481 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $481 | 0.00% | +10 | New |
| Trust Co | 10 | $483 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 14 | $672 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 16 | $768 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 16 | $769 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 20 | $961 | 0.00% | +20 | New |
| Morton Brown Family Wealth, LLC | 22 | $1.06K | 0.00% | +22 | New |
| PlanVest Financial, Inc | 23 | $1.10K | 0.00% | +1+4.5% | Added |
| Phillip James Consulting Co. | 24 | $1.15K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 24 | $1.15K | 0.00% | +24 | New |
| DecisionPoint Financial, LLC | 26 | $1.24K | 0.00% | +12+85.7% | Added |
| Motco | 26 | $1.25K | 0.00% | +26 | New |
| Caitlin John, LLC | 27 | $1.28K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 28 | $1.34K | 0.00% | +28 | New |
| Allied Private Wealth LLC | 29 | $1.36K | 0.00% | +29 | New |
| Retirement Wealth Solutions LLC | 29 | $1.39K | 0.00% | +1+3.6% | Added |
| MidFirst Bank | 32 | $1.54K | 0.00% | +32 | New |
| Quaker Wealth Management, LLC | 37 | $1.78K | 0.00% | −5−11.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 38 | $1.82K | 0.00% | −4−9.5% | Reduced |
| Winthrop Capital Management, LLC | 35 | $2.00K | 0.00% | −7−16.7% | Reduced |
| Aventura Private Wealth, LLC | 44 | $2.11K | 0.00% | +34+340.0% | Added |
| NVWM, LLC | 46 | $2.21K | 0.00% | +5+12.2% | Added |
| Davis Capital Management | 47 | $2.26K | 0.00% | +29+161.1% | Added |
| Mechanics Financial Corp | 49 | $2.35K | 0.00% | +49 | New |
| Activest Wealth Management | 52 | $2.50K | 0.00% | −195−78.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 52 | $2.50K | 0.00% | +52 | New |
| HFM Investment Advisors, LLC | 53 | $2.55K | 0.00% | +23+76.7% | Added |
| 1015 Capital Partners, LLC | 54 | $2.59K | 0.00% | +22+68.8% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 55 | $2.64K | 0.00% | −985−94.7% | Reduced |
| Strategic Investment Solutions, Inc. | 56 | $2.69K | 0.00% | +52+1,300.0% | Added |
| Nemes Rush Group LLC | 58 | $2.79K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 60 | $2.88K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 60 | $2.88K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 75 | $3.00K | 0.00% | +23+44.2% | Added |
| Concord Wealth Partners | 66 | $3.17K | 0.00% | +66 | New |
| J.Safra Asset Management Corp | 67 | $3.22K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 70 | $3.36K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 74 | $3.55K | 0.00% | +74 | New |
| Planning Strategies Inc. | 78 | $3.75K | 0.00% | +78 | New |
| Asset Dedication, LLC | 79 | $3.79K | 0.00% | +3+3.9% | Added |
| Creative Capital Management Investments LLC | 80 | $3.84K | 0.00% | +80 | New |
| Global Trust Asset Management, LLC | 82 | $3.94K | 0.00% | +82 | New |
| Clark Wealth Partners | 86 | $4.12K | 0.00% | +17+24.6% | Added |
| Edmond de Rothschild Holding S.A. | 90 | $4.32K | 0.00% | +90 | New |
| Country Trust Bank | 92 | $4.42K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 92 | $4.42K | 0.00% | +4+4.5% | Added |
| Altshuler Shaham Ltd | 93 | $4.47K | 0.00% | +4+4.5% | Added |
| Burk Holdings LLC | 96 | $4.61K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 101 | $4.83K | 0.00% | +101 | New |
| American Capital Advisory, LLC | 101 | $4.85K | 0.00% | +62+159.0% | Added |
| Rialto Wealth Management, LLC | 103 | $4.95K | 0.00% | +32+45.1% | Added |
| Principia Wealth Advisory, LLC | 104 | $5.00K | 0.00% | +9+9.5% | Added |
| TFC Financial Management | 107 | $5.16K | 0.00% | +9+9.2% | Added |
| Creative Financial Designs Inc | 122 | $5.86K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 123 | $5.88K | 0.00% | +1+0.8% | Added |
| Fulcrum Asset Management LLP | 125 | $5.92K | 0.00% | +125 | New |
| LifeSteps Financial, Inc. | 128 | $6.15K | 0.00% | +128 | New |
| RHL Group, LLC | 129 | $6.19K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 133 | $6.39K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 136 | $6.57K | 0.00% | +136 | New |
| Gill Capital Partners, LLC | 140 | $6.72K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 41,834 | $6.75K | 0.00% | +2,210+5.6% | Added |
| WPG Advisers, LLC | 141 | $6.77K | 0.00% | +65+85.5% | Added |
| RMG Wealth Management LLC | 140 | $7.31K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 155 | $7.45K | 0.00% | +155 | New |
| Plante Moran Financial Advisors, LLC | 180 | $8.64K | 0.00% | +180 | New |
| Archer Investment Corp | 184 | $8.84K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 186 | $8.93K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 190 | $9.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 192 | $9.22K | 0.00% | +136+242.9% | Added |
| Bay Harbor Wealth Management, LLC | 197 | $9.46K | 0.00% | +58+41.7% | Added |
| First Pacific Financial | 206 | $9.89K | 0.00% | +206 | New |
| Arlington Trust Co LLC | 209 | $10.0K | 0.00% | −81−27.9% | Reduced |
| Highline Wealth Partners LLC | 212 | $10.2K | 0.00% | +37+21.1% | Added |
| Atlantic Trust, LLC | 224 | $10.8K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 241 | $11.6K | 0.00% | −117−32.7% | Reduced |
| Raffa Wealth Management, LLC | 245 | $11.8K | 0.00% | +2+0.8% | Added |
| Kings Path Partners LLC | 246 | $11.8K | 0.00% | +246 | New |
| Capital Advisors, Ltd. LLC | 246 | $12.0K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 250 | $12.0K | 0.00% | −49−16.4% | Reduced |
| Bare Financial Services, Inc | 258 | $12.4K | 0.00% | +93+56.4% | Added |
| Compass Financial Management LLC | 259 | $12.4K | 0.00% | +259 | New |
| High Note Wealth, LLC | 269 | $12.9K | 0.00% | +16+6.3% | Added |
| Hallmark Capital Management Inc | 276 | $13.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 284 | $13.6K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 286 | $13.7K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 293 | $14.1K | 0.00% | −6−2.0% | Reduced |
| MTM Investment Management, LLC | 302 | $14.5K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 304 | $14.6K | 0.01% | +120+65.2% | Added |