| Evolution Advisers, Inc. | 7 | $0 | 0.00% | +7 | New |
| Point Nemo Capital, LLC | 0 | $3 | 0.00% | 0 | New |
| Cedar Mountain Advisors, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 4 | $71 | 0.00% | +4 | New |
| Gilpin Wealth Management, LLC | 7 | $125 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 9 | $160 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 10 | $169 | 0.00% | −49,356−100.0% | Reduced |
| Maryland Capital Advisors Inc. | 12 | $213 | 0.00% | +12 | New |
| Y.D. More Investments Ltd | 5,607 | $334 | 0.00% | +162+3.0% | Added |
| ROSS\JOHNSON & Associates LLC | 29 | $514 | 0.01% | +8+38.1% | Added |
| Seneschal Advisors, LLC | 30 | $532 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 34 | $603 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 36 | $638 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 38 | $674 | 0.00% | −60−61.2% | Reduced |
| NVWM, LLC | 40 | $709 | 0.00% | −50−55.6% | Reduced |
| Trifecta Capital Advisors, LLC | 44 | $781 | 0.00% | +44 | New |
| DHJJ Financial Advisors, Ltd. | 50 | $887 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 60 | $1.00K | 0.00% | +60 | New |
| Quaker Wealth Management, LLC | 57 | $1.01K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 58 | $1.05K | 0.00% | +32+123.1% | Added |
| Marshall Investment Management, LLC | 62 | $1.10K | 0.00% | +62 | New |
| Strengthening Families & Communities, LLC | 66 | $1.17K | 0.00% | +66 | New |
| WestEnd Advisors, LLC | 71 | $1.26K | 0.00% | +21+42.0% | Added |
| Tompkins Financial Corp | 74 | $1.31K | 0.00% | −573−88.6% | Reduced |
| BOK Financial Private Wealth, Inc. | 77 | $1.38K | 0.00% | +77 | New |
| Barnes Dennig Private Wealth Management LLC | 78 | $1.38K | 0.00% | −1,183−93.8% | Reduced |
| Leonteq Securities AG | 79 | $1.40K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 82 | $1.45K | 0.00% | +30+57.7% | Added |
| Coppell Advisory Solutions LLC | 18,317 | $1.63K | 0.00% | +18,317 | New |
| Washington Trust Advisors, Inc. | 93 | $1.65K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 100 | $1.79K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 100 | $1.79K | 0.00% | −21−17.4% | Reduced |
| Prestige Wealth Management Group LLC | 100 | $1.79K | 0.00% | −14−12.3% | Reduced |
| NBT Bank N A | 103 | $1.83K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 108 | $1.92K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 113 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 115 | $2.04K | 0.00% | +10+9.5% | Added |
| Lloyd Advisory Services, LLC. | 115 | $2.04K | 0.00% | +115 | New |
| Arlington Trust Co LLC | 116 | $2.06K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 116 | $2.06K | 0.00% | +12+11.5% | Added |
| Activest Wealth Management | 117 | $2.07K | 0.00% | +117 | New |
| Davis Capital Management | 129 | $2.29K | 0.00% | +40+44.9% | Added |
| WPG Advisers, LLC | 135 | $2.39K | 0.00% | +76+128.8% | Added |
| Synergy Investment Management, LLC | 143 | $2.41K | 0.00% | −60−29.6% | Reduced |
| Tounjian Advisory Partners, LLC | 139 | $2.46K | 0.00% | −79,227−99.8% | Reduced |
| Planning Strategies Inc. | 139 | $2.46K | 0.00% | +139 | New |
| LifeSteps Financial, Inc. | 140 | $2.48K | 0.00% | +140 | New |
| NorthAvenue LLC | 143 | $2.54K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 143 | $2.54K | 0.00% | +64+81.0% | Added |
| Principia Wealth Advisory, LLC | 147 | $2.61K | 0.00% | −20−12.0% | Reduced |
| American Capital Advisory, LLC | 149 | $2.64K | 0.00% | +70+88.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 150 | $2.66K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 150 | $2.66K | 0.00% | +8+5.6% | Added |
| Richardson Financial Services Inc. | 160 | $2.84K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 163 | $2.89K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 166 | $2.94K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 170 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 170 | $3.01K | 0.00% | +170 | New |
| Phillip James Consulting Co. | 174 | $3.08K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 178 | $3.15K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 185 | $3.29K | 0.00% | +6+3.4% | Added |
| Heritage Wealth Advisors | 194 | $3.44K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 200 | $3.55K | 0.00% | +200 | New |
| Newbridge Financial Services Group, Inc. | 204 | $3.61K | 0.00% | +2+1.0% | Added |
| TFC Financial Management | 204 | $3.62K | 0.00% | +49+31.6% | Added |
| West Paces Advisors Inc. | 205 | $3.63K | 0.00% | +205 | New |
| Frazier Financial Advisors, LLC | 212 | $3.77K | 0.00% | −112−34.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 213 | $3.78K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 216 | $3.83K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 220 | $3.90K | 0.00% | +220 | New |
| Steigerwald, Gordon & Koch Inc. | 230 | $4.08K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 249 | $4.43K | 0.00% | −146−37.0% | Reduced |
| POM Investment Strategies, LLC | 256 | $4.54K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 261 | $4.63K | 0.00% | −58−18.2% | Reduced |
| Hughes Financial Services, LLC | 262 | $4.64K | 0.00% | +106+67.9% | Added |
| Creative Capital Management Investments LLC | 263 | $4.66K | 0.00% | −341−56.5% | Reduced |
| Cornerstone Financial Management LLC | 267 | $4.73K | 0.00% | +45+20.3% | Added |
| Vermillion Wealth Management, Inc. | 280 | $4.96K | 0.00% | −66−19.1% | Reduced |
| Bare Financial Services, Inc | 281 | $4.98K | 0.00% | −11−3.8% | Reduced |
| Valued Wealth Advisors LLC | 298 | $5.32K | 0.00% | +13+4.6% | Added |
| Bay Harbor Wealth Management, LLC | 309 | $5.53K | 0.00% | +83+36.7% | Added |
| Beaird Harris Wealth Management, LLC | 321 | $5.69K | 0.00% | +321 | New |
| Motco | 325 | $5.76K | 0.00% | +325 | New |
| Kilter Group LLC | 329 | $5.83K | 0.00% | −5−1.5% | Reduced |
| SHP Wealth Management | 350 | $6.20K | 0.00% | +142+68.3% | Added |
| American National Bank | 353 | $6.26K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 361 | $6.40K | 0.00% | +4+1.1% | Added |
| North Star Investment Management Corp. | 368 | $6.53K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 368 | $6.54K | 0.00% | +3+0.8% | Added |
| ZRC Wealth Management, LLC | 371 | $6.58K | 0.00% | +162+77.5% | Added |
| First National Bank | 375 | $6.65K | 0.00% | +375 | New |
| Strategic Wealth Partners, Ltd. | 391 | $6.93K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 400 | $7.09K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 443 | $7.86K | 0.00% | +55+14.2% | Added |
| Avion Wealth | 458 | $8.00K | 0.00% | +62+15.7% | Added |
| Markowski Investments | 453 | $8.03K | 0.00% | +453 | New |
| Clear Street Markets LLC | 470 | $8.33K | 0.00% | +136+40.7% | Added |
| IMA Wealth, Inc. | 471 | $8.42K | 0.00% | +471 | New |
| Moisand Fitzgerald Tamayo, LLC | 482 | $8.55K | 0.00% | 00.0% | Unchanged |
