| VSM Wealth Advisory, LLC | 40 | $525 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 40 | $525 | 0.00% | +25+166.7% | Added |
| Longview Financial Advisors, Inc. | 40 | $525 | 0.00% | +40 | New |
| Lam Group, Inc. | 40 | $525 | 0.00% | +40 | New |
| Insight Financial Services | 42 | $551 | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 42 | $551 | 0.00% | +42 | New |
| North Star Investment Management Corp. | 43 | $564 | 0.00% | −19−30.6% | Reduced |
| Bank & Trust Co | 44 | $577 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 44 | $577 | 0.00% | +15+51.7% | Added |
| Heritage Wealth Advisors | 48 | $630 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 48 | $630 | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 48 | $630 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 49 | $643 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 50 | $656 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 51 | $669 | 0.00% | −117−69.6% | Reduced |
| Sunrise Financial Services, LLC | 51 | $669 | 0.00% | −22−30.1% | Reduced |
| SWAN Capital LLC | 51 | $669 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 52 | $682 | 0.00% | −805−93.9% | Reduced |
| Clarity Asset Management, Inc. | 52 | $682 | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 53 | $695 | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 54 | $709 | 0.00% | +54 | New |
| Beaird Harris Wealth Management, LLC | 56 | $735 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 57 | $748 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 58 | $761 | 0.00% | +58 | New |
| Meramec Financial Planners, LLC | 52 | $762 | 0.00% | −1−1.9% | Reduced |
| NBC Securities, Inc. | 59 | $774 | 0.00% | −43−42.2% | Reduced |
| Anchor Investment Management, LLC | 59 | $774 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 60 | $787 | 0.00% | −20−25.0% | Reduced |
| Richardson Financial Services Inc. | 61 | $800 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 61 | $800 | 0.00% | +22+56.4% | Added |
| MPWM Advisory Solutions, LLC | 63 | $826 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 64 | $840 | 0.00% | +21+48.8% | Added |
| Transamerica Financial Advisors, Inc. | 65 | $852 | 0.00% | +65 | New |
| Caitong International Asset Management Co., Ltd | 66 | $866 | 0.00% | +66 | New |
| Boreal Capital Management LLC | 67 | $879 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 30 | $901 | 0.00% | +30 | New |
| Minot DeBlois Advisors LLC | 69 | $905 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 70 | $918 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 70 | $918 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 71 | $932 | 0.00% | +71 | New |
| Aviso Financial Inc. | 72 | $944 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 72 | $945 | 0.00% | −1−1.4% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 72 | $945 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 58 | $1.00K | 0.00% | −517,917−100.0% | Reduced |
| CX Institutional | 96 | $1.00K | 0.00% | −10−9.4% | Reduced |
| Roble, Belko & Company, Inc | 85 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 89 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 51 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 77 | $1.01K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 77 | $1.01K | 0.00% | −50−39.4% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 78 | $1.02K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 80 | $1.05K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 80 | $1.05K | 0.00% | +20+33.3% | Added |
| Cedar Mountain Advisors, LLC | 81 | $1.06K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 83 | $1.09K | 0.00% | +40+93.0% | Added |
| Tanglewood Legacy Advisors, LLC | 84 | $1.10K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 88 | $1.16K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 90 | $1.18K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 90 | $1.18K | 0.00% | +6+7.1% | Added |
| Zeit Capital LLC | 90 | $1.18K | 0.00% | +90 | New |
| McGuire Capital Advisors Inc | 91 | $1.19K | 0.00% | −61−40.1% | Reduced |
| Medallion Wealth Advisors, LLC | 91 | $1.19K | 0.00% | −31−25.4% | Reduced |
| Cherry Tree Wealth Management, LLC | 91 | $1.19K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 92 | $1.21K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 92 | $1.21K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 92 | $1.21K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 96 | $1.26K | 0.00% | −234−70.9% | Reduced |
| Hilton Head Capital Partners, LLC | 102 | $1.34K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 103 | $1.35K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 104 | $1.36K | 0.00% | +103+10,300.0% | Added |
| Holos Integrated Wealth LLC | 107 | $1.39K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 110 | $1.44K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 111 | $1.46K | 0.00% | −21−15.9% | Reduced |
| Salem Investment Counselors Inc | 111 | $1.46K | 0.00% | +111 | New |
| Golden State Equity Partners | 112 | $1.47K | 0.00% | +112 | New |
| Register Financial Advisors LLC | 114 | $1.50K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 115 | $1.51K | 0.00% | −253−68.8% | Reduced |
| Oakmont Corp | 115 | $1.51K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 116 | $1.52K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 118 | $1.55K | 0.00% | +103+686.7% | Added |
| Central Trust Co | 119 | $1.56K | 0.00% | −171−59.0% | Reduced |
| BankPlus Trust Department | 120 | $1.57K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 120 | $1.57K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 120 | $1.57K | 0.00% | +120 | New |
| Halbert Hargrove Global Advisors, LLC | 125 | $1.64K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 125 | $1.64K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 125 | $1.64K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 40 | $1.68K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 129 | $1.69K | 0.00% | 00.0% | Unchanged |
| Ballast Advisors LLC | 130 | $1.71K | 0.00% | +130 | New |
| RMG Wealth Management LLC | 145 | $1.71K | 0.00% | +43+42.2% | Added |
| Marquette Asset Management, LLC | 131 | $1.72K | 0.00% | +73+125.9% | Added |
| Kozak & Associates, Inc. | 133 | $1.74K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 133 | $1.75K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 134 | $1.76K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 135 | $1.77K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 139 | $1.82K | 0.00% | +139 | New |
| Darwin Advisors, LLC | 141 | $1.85K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 145 | $1.87K | 0.00% | −77−34.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 144 | $1.89K | 0.00% | −160−52.6% | Reduced |