| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 1 | $95 | 0.00% | −97−99.0% | Reduced |
| Mosley Wealth Management | 1 | $95 | 0.00% | −20−95.2% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $95 | 0.00% | +1 | New |
| Buck Wealth Strategies, LLC | 1 | $95 | 0.00% | +1 | New |
| Anchor Investment Management, LLC | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $189 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $189 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $190 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $192 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 3 | $284 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 4 | $379 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 5 | $474 | 0.00% | +1+25.0% | Added |
| Valued Wealth Advisors LLC | 6 | $572 | 0.00% | −8−57.1% | Reduced |
| MV Capital Management, Inc. | 7 | $663 | 0.00% | −56−88.9% | Reduced |
| Meramec Financial Planners, LLC | 7 | $711 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $758 | 0.00% | −3−27.3% | Reduced |
| Evolution Wealth Management Inc. | 8 | $758 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $758 | 0.00% | +2+33.3% | Added |
| HFM Investment Advisors, LLC | 8 | $758 | 0.00% | +4+100.0% | Added |
| S&T Bank | 8 | $758 | 0.00% | +7+700.0% | Added |
| American Capital Advisory, LLC | 8 | $758 | 0.00% | +7+700.0% | Added |
| CWM Advisors, LLC | 9 | $841 | 0.00% | −6−40.0% | Reduced |
| Purpose Unlimited Inc. | 9 | $852 | 0.00% | −9−50.0% | Reduced |
| Retirement Wealth Solutions LLC | 9 | $853 | 0.00% | +1+12.5% | Added |
| Cornerstone Financial Management LLC | 10 | $947 | 0.00% | +1+11.1% | Added |
| UMA Financial Services, Inc. | 10 | $948 | 0.00% | +6+150.0% | Added |
| Nemes Rush Group LLC | 11 | $1.04K | 0.00% | +8+266.7% | Added |
| Zions Bancorporation, National Association | 11 | $1.04K | 0.00% | +11 | New |
| SHP Wealth Management | 11 | $1.04K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.14K | 0.00% | −4−25.0% | Reduced |
| Planning Strategies Inc. | 12 | $1.14K | 0.00% | +12 | New |
| Investors Portfolio Services LLC | 13 | $1.23K | 0.00% | +1+8.3% | Added |
| Basecamp Wealth Advisors LLC | 14 | $1.33K | 0.00% | −55−79.7% | Reduced |
| MidFirst Bank | 16 | $1.51K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 17 | $1.61K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 17 | $1.61K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 18 | $1.72K | 0.00% | +18 | New |
| Larson Financial Group LLC | 19 | $1.80K | 0.00% | −674−97.3% | Reduced |
| Creative Capital Management Investments LLC | 19 | $1.80K | 0.00% | +19 | New |
| Park Square Financial Group, LLC | 20 | $1.89K | 0.02% | −15−42.9% | Reduced |
| Cornerstone Planning Group LLC | 19 | $1.91K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 21 | $1.99K | 0.00% | +11+110.0% | Added |
| Avion Wealth | 30 | $2.00K | 0.00% | +7+30.4% | Added |
| CVA Family Office, LLC | 22 | $2.08K | 0.00% | −67−75.3% | Reduced |
| High Note Wealth, LLC | 24 | $2.27K | 0.00% | +10+71.4% | Added |
| GoalVest Advisory LLC | 24 | $2.27K | 0.00% | +24 | New |
| JDM Financial Group LLC | 25 | $2.37K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 26 | $2.46K | 0.00% | −740−96.6% | Reduced |
| Webster Bank, N. A. | 26 | $2.46K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 27 | $2.56K | 0.00% | +7+35.0% | Added |
| Cary Street Partner Investment Advisory LLC | 27 | $2.56K | 0.00% | −403−93.7% | Reduced |
| Financial Management Professionals, Inc. | 28 | $2.65K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 31 | $2.94K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 33 | $3.13K | 0.00% | −9−21.4% | Reduced |
| Picton Mahoney Asset Management | 36 | $3.41K | 0.00% | −14,041−99.7% | Reduced |
| Strengthening Families & Communities, LLC | 40 | $3.75K | 0.00% | +1+2.6% | Added |
| First Horizon Corp | 40 | $3.79K | 0.00% | +36+900.0% | Added |
| Addison Advisors LLC | 40 | $3.79K | 0.00% | −97−70.8% | Reduced |
| JNBA Financial Advisors | 40 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 41 | $3.88K | 0.00% | +41 | New |
| Highland Investment Advisors LLC | 41 | $3.92K | 0.00% | +41 | New |
| Sachetta, LLC | 42 | $3.98K | 0.00% | +25+147.1% | Added |
| JFS Wealth Advisors, LLC | 43 | $4.07K | 0.00% | −3−6.5% | Reduced |
| Prestige Wealth Management Group LLC | 46 | $4.36K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 46 | $4.36K | 0.00% | +30+187.5% | Added |
| Adkins Seale Capital Management LLC | 49 | $4.64K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $4.74K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 51 | $4.83K | 0.00% | −29−36.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 52 | $4.92K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 55 | $5.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 55 | $5.21K | 0.00% | −562−91.1% | Reduced |
| Rocky Mountain Advisers, LLC | 56 | $5.30K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 58 | $5.49K | 0.00% | +27+87.1% | Added |
| IMA Wealth, Inc. | 59 | $5.59K | 0.00% | +20+51.3% | Added |
| Boreal Capital Management LLC | 60 | $5.68K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 62 | $5.87K | 0.00% | −24−27.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 63 | $5.97K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 65 | $6.16K | 0.00% | +29+80.6% | Added |
| Activest Wealth Management | 66 | $6.25K | 0.00% | −100−60.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 68 | $6.44K | 0.00% | −13−16.0% | Reduced |
| Estabrook Capital Management | 70 | $6.63K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 73 | $6.91K | 0.00% | −120−62.2% | Reduced |
| Golden State Wealth Management, LLC | 73 | $6.92K | 0.00% | +1+1.4% | Added |
| Action Point Financial Planning, LLC | 76 | $6.93K | 0.00% | +76 | New |
| Hazlett, Burt & Watson, Inc. | 75 | $7.00K | 0.00% | −376−83.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 82 | $7.77K | 0.00% | +20+32.3% | Added |
| Bare Financial Services, Inc | 87 | $8.24K | 0.00% | +69+383.3% | Added |
| Parkside Financial Bank & Trust | 87 | $8.24K | 0.00% | −65−42.8% | Reduced |
| Global X Japan Co., Ltd. | 90 | $8.52K | 0.00% | +5+5.9% | Added |
| USA Financial Formulas | 90 | $8.52K | 0.00% | +90 | New |
| Sfam, LLC | 100 | $9.47K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $9.47K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $9.56K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 105 | $10.0K | 0.00% | −165−61.1% | Reduced |
| Westside Investment Management, Inc. | 114 | $10.8K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 125 | $11.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 130 | $12.3K | 0.00% | −4,330−97.1% | Reduced |
| Silver Grove Financial Group, Inc. | 131 | $12.4K | 0.01% | +131 | New |
| DT Investment Partners, LLC | 139 | $13.2K | 0.00% | 00.0% | Unchanged |
