| Wood Tarver Financial Group, LLC | 20 | $0 | 0.00% | +20 | New |
| Anfield Capital Management, LLC | 2 | $68 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2 | $68 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 3 | $101 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3 | $102 | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 3 | $102 | 0.00% | +3 | New |
| Wolff Wiese Magana LLC | 4 | $136 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 5 | $200 | 0.00% | +5 | New |
| High Note Wealth, LLC | 7 | $237 | 0.00% | +7 | New |
| Danske Bank A/S | 11 | $372 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $676 | 0.00% | +20 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 24 | $812 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 24 | $812 | 0.02% | +24 | New |
| Mendota Financial Group, LLC | 26 | $880 | 0.00% | −9−25.7% | Reduced |
| Westside Investment Management, Inc. | 28 | $947 | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 32 | $1.08K | 0.00% | +32 | New |
| NBC Securities, Inc. | 32 | $1.10K | 0.10% | −32,429−99.9% | Reduced |
| Prudent Man Investment Management, Inc. | 40 | $1.35K | 0.00% | +40 | New |
| REAP Financial Group, LLC | 41 | $1.37K | 0.00% | −93−69.4% | Reduced |
| MPWM Advisory Solutions, LLC | 43 | $1.45K | 0.00% | +43 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 46 | $1.55K | 0.00% | −56−54.9% | Reduced |
| Highline Wealth Partners LLC | 47 | $1.59K | 0.00% | +7+17.5% | Added |
| Raleigh Capital Management Inc. | 48 | $1.62K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $1.69K | 0.00% | −464−90.3% | Reduced |
| Bullock Wealth Management Group | 53 | $1.79K | 0.00% | −174−76.7% | Reduced |
| Byrne Asset Management LLC | 56 | $1.89K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 48 | $1.96K | 0.00% | +48 | New |
| FSA Wealth Management LLC | 66 | $2.24K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 80 | $2.71K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 80 | $2.71K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 80 | $2.71K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 80 | $2.71K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 80 | $2.74K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 83 | $2.81K | 0.00% | +83 | New |
| Noble Wealth Management PBC | 84 | $2.84K | 0.00% | +84 | New |
| Live Oak Investment Partners | – | $2.91K | 0.00% | – | – |
| YANKCOM Partnership | 86 | $2.91K | 0.00% | +86 | New |
| Tucker Asset Management LLC | 88 | $2.98K | 0.00% | +17+23.9% | Added |
| Versant Capital Management, Inc | 88 | $2.98K | 0.00% | +22+33.3% | Added |
| Gen-Wealth Partners Inc | 90 | $3.04K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 90 | $3.04K | 0.00% | +90 | New |
| True Wealth Design, LLC | 97 | $3.28K | 0.00% | −89−47.8% | Reduced |
| Tradewinds Capital Management, LLC | 97 | $3.28K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 98 | $3.31K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 100 | $3.38K | 0.00% | −1,040−91.2% | Reduced |
| Fairman Group, LLC | 100 | $3.42K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 107 | $3.62K | 0.00% | −186−63.5% | Reduced |
| Harbor Investment Advisory, LLC | 109 | $3.69K | 0.00% | +9+9.0% | Added |
| Raffa Wealth Management, LLC | 114 | $3.85K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 115 | $3.89K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 120 | $4.06K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 126 | $4.24K | 0.00% | +1+0.8% | Added |
| Hara Capital LLC | 134 | $4.53K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 136 | $4.60K | 0.00% | +136 | New |
| Glass Jacobson Investment Advisors llc | 141 | $4.77K | 0.00% | +109+340.6% | Added |
| Vermillion Wealth Management, Inc. | 146 | $4.94K | 0.00% | +146 | New |
| Salomon & Ludwin, LLC | 150 | $5.07K | 0.00% | −8−5.1% | Reduced |
| Lavaca Capital LLC | 154 | $5.21K | 0.00% | +154 | New |
| Front Row Advisors LLC | 160 | $5.41K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 160 | $5.41K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 160 | $5.41K | 0.00% | +160 | New |
| Cary Street Partner Investment Advisory LLC | 162 | $5.48K | 0.00% | −6,833−97.7% | Reduced |
| Zions Bancorporation, N.A. | 172 | $5.82K | 0.00% | +17+11.0% | Added |
| Chilton Capital Management LLC | 180 | $6.09K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 182 | $6.16K | 0.00% | +160+727.3% | Added |
| Union Bancaire Privee, UBP SA | 183 | $6.16K | 0.00% | +183 | New |
| Financial Management Professionals, Inc. | 197 | $6.66K | 0.00% | +176+838.1% | Added |
| Archer Investment Corp | 200 | $6.76K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 200 | $6.76K | 0.01% | +200 | New |
| Evermay Wealth Management LLC | 198 | $6.77K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 204 | $6.90K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 207 | $7.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 209 | $7.07K | 0.00% | −564−73.0% | Reduced |
| Compass Planning Associates Inc | 212 | $7.17K | 0.01% | +212 | New |
| NewSquare Capital LLC | 215 | $7.27K | 0.00% | +108+100.9% | Added |
| Kestra Investment Management, LLC | 216 | $7.32K | 0.00% | +216 | New |
| Carolinas Wealth Consulting LLC | 228 | $7.71K | 0.00% | −25−9.9% | Reduced |
| Medallion Wealth Advisors, LLC | 228 | $7.71K | 0.00% | +228 | New |
| CGC Financial Services, LLC | 234 | $7.91K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 225 | $7.97K | 0.00% | +11+5.1% | Added |
| Plante Moran Financial Advisors, LLC | 240 | $8.12K | 0.00% | −648−73.0% | Reduced |
| Boyd Watterson Asset Management LLC | 245 | $8.29K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 248 | $8.39K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 256 | $8.66K | 0.00% | +161+169.5% | Added |
| Park Square Financial Group, LLC | 256 | $8.66K | 0.01% | +256 | New |
| Crewe Advisors LLC | 264 | $8.93K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 264 | $8.94K | 0.01% | +264 | New |
| TSFG, LLC | 254 | $9.00K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 272 | $9.20K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 278 | $9.40K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 280 | $9.47K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 292 | $9.88K | 0.00% | −436−59.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 296 | $10.0K | 0.01% | +296 | New |
| Sachetta, LLC | 300 | $10.1K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 300 | $10.1K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 303 | $10.2K | 0.01% | +303 | New |
| Bank & Trust Co | 312 | $10.6K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 320 | $10.8K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 320 | $10.8K | 0.00% | 00.0% | Unchanged |