| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $23 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 3 | $103 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $172 | 0.00% | −15−75.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 5 | $172 | 0.00% | +5 | New |
| Greenline Partners, LLC | 6 | $205 | 0.00% | +6 | New |
| GoalVest Advisory LLC | 6 | $205 | 0.00% | +6 | New |
| Atlas Capital Advisors LLC | 7 | $239 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 8 | $274 | 0.00% | +8 | New |
| Ancora Advisors, LLC | 9 | $308 | 0.00% | −9−50.0% | Reduced |
| MPWM Advisory Solutions, LLC | 9 | $308 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $308 | 0.00% | +9 | New |
| Rossby Financial, LCC | 9 | $310 | 0.00% | +9 | New |
| NVWM, LLC | 10 | $342 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $343 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 11 | $376 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 12 | $411 | 0.00% | +10+500.0% | Added |
| Bare Financial Services, Inc | 14 | $479 | 0.00% | +14 | New |
| Crewe Advisors LLC | 14 | $480 | 0.00% | +14 | New |
| HFM Investment Advisors, LLC | 14 | $480 | 0.00% | +14 | New |
| Oakworth Capital, Inc. | 17 | $582 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 17 | $582 | 0.00% | 00.0% | Unchanged |
| American National Bank | 19 | $641 | 0.00% | +19 | New |
| Capital A Wealth Management, LLC | 19 | $650 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 21 | $765 | 0.00% | +21 | Added |
| Caitong International Asset Management Co., Ltd | 23 | $787 | 0.00% | −1,434−98.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 25 | $850 | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 26 | $890 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 27 | $937 | 0.00% | −5−15.6% | Reduced |
| Logan Capital Management Inc | 28 | $958 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 30 | $1.01K | 0.00% | +11+57.9% | Added |
| Golden State Wealth Management, LLC | 30 | $1.03K | 0.00% | −147−83.1% | Reduced |
| Osterweis Capital Management Inc | 30 | $1.03K | 0.00% | +30 | New |
| First Command Advisory Services, Inc. | 37 | $1.27K | 0.00% | +37 | New |
| Dogwood Wealth Management LLC | 39 | $1.33K | 0.00% | +39 | New |
| WestEnd Advisors, LLC | 44 | $1.51K | 0.00% | +31+238.5% | Added |
| Rialto Wealth Management, LLC | 45 | $1.54K | 0.00% | +45 | New |
| Parkworth Wealth Management, Inc. | 46 | $1.57K | 0.00% | +1+2.2% | Added |
| Gen-Wealth Partners Inc | 48 | $1.64K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 49 | $1.68K | 0.00% | +49 | New |
| Carolinas Wealth Consulting LLC | 50 | $1.71K | 0.00% | +7+16.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 50 | $1.71K | 0.00% | +50 | New |
| Private Wealth Management Group, LLC | 56 | $1.92K | 0.00% | +48+600.0% | Added |
| Clark Wealth Partners | 60 | $2.05K | 0.00% | +3+5.3% | Added |
| WealthTrak Capital Management LLC | 60 | $2.05K | 0.00% | +45+300.0% | Added |
| Transce3nd, LLC | 65 | $2.21K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 70 | $2.40K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 72 | $2.46K | 0.00% | −48−40.0% | Reduced |
| High Note Wealth, LLC | 72 | $2.46K | 0.00% | −39−35.1% | Reduced |
| SJS Investment Consulting Inc. | 74 | $2.53K | 0.00% | +15+25.4% | Added |
| Cornerstone Planning Group LLC | 72 | $2.53K | 0.00% | −4−5.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 77 | $2.63K | 0.00% | +17+28.3% | Added |
| Motco | 80 | $2.74K | 0.00% | +36+81.8% | Added |
| Pacifica Partners Inc. | 77 | $2.74K | 0.00% | +77 | New |
| Global Financial Private Client, LLC | 81 | $2.77K | 0.00% | +59+268.2% | Added |
| Tortoise Investment Management, LLC | 84 | $2.87K | 0.00% | −100−54.3% | Reduced |
| Provenance Wealth Advisors, LLC | 89 | $3.05K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 105 | $3.59K | 0.00% | −487−82.3% | Reduced |
| Concord Wealth Partners | 108 | $3.70K | 0.00% | −525−82.9% | Reduced |
| Salem Investment Counselors Inc | 109 | $3.76K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 108 | $3.78K | 0.00% | +108 | New |
| Iron Horse Wealth Management, LLC | 111 | $3.80K | 0.00% | +111 | New |
| Capital Advisors, Ltd. LLC | 118 | $4.00K | 0.00% | −378−76.2% | Reduced |
| Avion Wealth | 140 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 130 | $4.00K | 0.00% | +130 | New |
| Brown, Lisle/Cummings, Inc. | 121 | $4.14K | 0.00% | +121 | New |
| Highline Wealth Partners LLC | 122 | $4.17K | 0.00% | +122 | New |
| Signature Resources Capital Management, LLC | 128 | $4.38K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 129 | $4.41K | 0.00% | −1−0.8% | Reduced |
| Sachetta, LLC | 129 | $4.42K | 0.00% | −49−27.5% | Reduced |
| Bollard Group LLC | 141 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 159 | $5.44K | 0.00% | +59+59.0% | Added |
| Sandy Spring Bank | 160 | $5.48K | 0.00% | −56−25.9% | Reduced |
| LGT Financial Advisors LLC | 167 | $5.71K | 0.02% | +167 | New |
| Resources Management Corp | 175 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 181 | $6.24K | 0.00% | +14+8.4% | Added |
| Rakuten Securities, Inc. | 184 | $6.30K | 0.00% | +20+12.2% | Added |
| Meeder Asset Management Inc | 187 | $6.40K | 0.00% | −69−27.0% | Reduced |
| Activest Wealth Management | 199 | $6.81K | 0.00% | +199 | New |
| Ritter Daniher Financial Advisory LLC | 200 | $6.84K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 216 | $6.94K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 222 | $7.60K | 0.00% | −79−26.2% | Reduced |
| Aventura Private Wealth, LLC | 223 | $7.63K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 224 | $7.67K | 0.01% | +127+130.9% | Added |
| Versant Capital Management, Inc | 227 | $7.77K | 0.00% | +13+6.1% | Added |
| PEAK6 LLC | 228 | $7.80K | 0.00% | −39,028−99.4% | Reduced |
| Abound Wealth Management | 229 | $7.84K | 0.00% | +1+0.4% | Added |
| Anfield Capital Management, LLC | 233 | $7.97K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 238 | $8.16K | 0.00% | −13−5.2% | Reduced |
| South State Corp. | 242 | $8.28K | 0.00% | +242 | New |
| Caldwell Trust Co | 250 | $8.55K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 250 | $8.61K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 248 | $8.87K | 0.00% | +3+1.2% | Added |
| Capital Analysts, LLC | 277 | $9.00K | 0.00% | +277 | New |
| Brown Brothers Harriman & Co | 276 | $9.45K | 0.00% | −161−36.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 284 | $9.78K | 0.00% | +39+15.9% | Added |
| Financial Management Professionals, Inc. | 306 | $10.5K | 0.00% | +72+30.8% | Added |
| Tower View Investment Management & Research LLC | 313 | $10.7K | 0.01% | +3+1.0% | Added |
| Rosenberg Matthew Hamilton | 313 | $10.7K | 0.00% | +313 | New |
| North Star Investment Management Corp. | 321 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 325 | $11.1K | 0.00% | +7+2.2% | Added |
