| Retirement Wealth Solutions LLC | 0 | $10 | 0.00% | 0 | Unchanged |
| Creekmur Asset Management LLC | 4 | $67 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 14 | $262 | 0.00% | +14 | New |
| Essential Partners LLC | 15 | $285 | 0.00% | +15 | New |
| Palisade Asset Management, LLC | 17 | $318 | 0.00% | +17 | New |
| Winnow Wealth LLC | 18 | $342 | 0.00% | +18 | New |
| WestEnd Advisors, LLC | 21 | $392 | 0.00% | −1−4.5% | Reduced |
| Seneschal Advisors, LLC | 21 | $393 | 0.00% | +21 | New |
| SOA Wealth Advisors, LLC. | 26 | $489 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 27 | $505 | 0.00% | −10−27.0% | Reduced |
| Financial Consulate, Inc | 27 | $505 | 0.00% | +27 | New |
| Turning Point Benefit Group, Inc. | 29 | $536 | 0.00% | +29 | New |
| Colonial Trust Co | 34 | $635 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 34 | $636 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 35 | $655 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 37 | $687 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 47 | $878 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 47 | $878 | 0.00% | +47 | New |
| Raffa Wealth Management, LLC | 49 | $916 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 91 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 60 | $1.12K | 0.00% | +10+20.0% | Added |
| Bay Harbor Wealth Management, LLC | 60 | $1.12K | 0.00% | +15+33.3% | Added |
| CBIZ Investment Advisory Services, LLC | 61 | $1.14K | 0.00% | −125−67.2% | Reduced |
| NVWM, LLC | 65 | $1.22K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 68 | $1.23K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 70 | $1.29K | 0.00% | +67+2,233.3% | Added |
| Golden State Wealth Management, LLC | 73 | $1.36K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 78 | $1.45K | 0.00% | +1+1.3% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 78 | $1.46K | 0.00% | +78 | New |
| City State Bank | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 101 | $1.89K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 111 | $2.08K | 0.00% | +111 | New |
| Ameriflex Group, Inc. | 118 | $2.21K | 0.00% | +60+103.4% | Added |
| True Wealth Design, LLC | 126 | $2.35K | 0.00% | +5+4.1% | Added |
| Aspect Partners, LLC | 127 | $2.37K | 0.00% | +95+296.9% | Added |
| Aventura Private Wealth, LLC | 128 | $2.39K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 130 | $2.43K | 0.00% | −8−5.8% | Reduced |
| Private Wealth Asset Management, LLC | 134 | $2.50K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 122 | $2.52K | 0.00% | +122 | New |
| DiNuzzo Private Wealth, Inc. | 131 | $2.54K | 0.00% | +5+4.0% | Added |
| Johnson Financial Group, Inc. | 145 | $2.71K | 0.00% | +145 | New |
| Trifecta Capital Advisors, LLC | 146 | $2.73K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 156 | $2.92K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 160 | $2.99K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 160 | $2.99K | 0.00% | +1+0.6% | Added |
| Dogwood Wealth Management LLC | 163 | $3.05K | 0.00% | +163 | New |
| Cheviot Value Management, LLC | 200 | $3.52K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 189 | $3.53K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 192 | $3.59K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 200 | $3.74K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $3.74K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 201 | $3.76K | 0.00% | −14−6.5% | Reduced |
| Stone House Investment Management, LLC | 202 | $3.77K | 0.00% | +202 | New |
| Kilter Group LLC | 204 | $3.81K | 0.00% | −11−5.1% | Reduced |
| Cloud Capital Management, LLC | 225 | $4.00K | 0.00% | +225 | New |
| New England Capital Financial Advisors LLC | 240 | $4.48K | 0.00% | +1+0.4% | Added |
| General Partner, Inc. | 244 | $4.56K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 244 | $4.56K | 0.00% | +244 | New |
| Harbor Investment Advisory, LLC | 256 | $4.79K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 259 | $4.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 264 | $4.93K | 0.00% | +123+87.2% | Added |
| Princeton Global Asset Management LLC | 267 | $4.99K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 278 | $5.20K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 305 | $5.70K | 0.00% | +305 | New |
| Center for Financial Planning, Inc. | 307 | $5.74K | 0.00% | +307 | New |
| Ransom Advisory, Ltd | 317 | $5.93K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 346 | $5.95K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 331 | $6.00K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 323 | $6.04K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 324 | $6.05K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 336 | $6.28K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 364 | $6.38K | 0.00% | +18+5.2% | Added |
| Private Wealth Management Group, LLC | 359 | $6.71K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 368 | $6.88K | 0.00% | +180+95.7% | Added |
| DT Investment Partners, LLC | 379 | $7.08K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 387 | $7.23K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 389 | $7.28K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 402 | $7.51K | 0.00% | −298−42.6% | Reduced |
| Zions Bancorporation, National Association | 428 | $8.00K | 0.00% | +63+17.3% | Added |
| South State Corp. | 440 | $8.22K | 0.00% | −50−10.2% | Reduced |
| Fortitude Family Office, LLC | 448 | $8.37K | 0.00% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 140 | $8.52K | 0.01% | −316−69.3% | Reduced |
| Bruce G. Allen Investments, LLC | 459 | $8.58K | 0.01% | −1−0.2% | Reduced |
| Community Bank, N.A. | 500 | $9.34K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 507 | $9.48K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 510 | $9.53K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 532 | $9.94K | 0.00% | −2,394−81.8% | Reduced |
| Ogorek Anthony Joseph | 537 | $10.0K | 0.00% | −88−14.1% | Reduced |
| Valley National Advisers Inc | 567 | $10.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 539 | $10.1K | 0.00% | −9,348−94.5% | Reduced |
| JFS Wealth Advisors, LLC | 552 | $10.3K | 0.00% | −58−9.5% | Reduced |
| Atlantic Trust, LLC | 559 | $10.4K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 562 | $10.5K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 564 | $10.5K | 0.00% | −51,930−98.9% | Reduced |
| High Note Wealth, LLC | 569 | $10.6K | 0.00% | +92+19.3% | Added |
| Rise Advisors, LLC | 578 | $10.8K | 0.00% | +27+4.9% | Added |
| Eastern Bank | 590 | $11.0K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 619 | $11.6K | 0.00% | +619 | New |
| Farmers & Merchants Investments Inc | 640 | $12.0K | 0.00% | 00.0% | Unchanged |