| Retirement Wealth Solutions LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| High Note Wealth, LLC | 6 | $126 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $126 | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 9 | $189 | 0.00% | −1−10.0% | Reduced |
| Colonial Trust Co | 13 | $273 | 0.00% | +2+18.2% | Added |
| Parkworth Wealth Management, Inc. | 13 | $273 | 0.00% | +13 | New |
| WealthTrak Capital Management LLC | 15 | $316 | 0.00% | −15−50.0% | Reduced |
| Quaker Wealth Management, LLC | 15 | $316 | 0.00% | +15 | New |
| SOA Wealth Advisors, LLC. | 15 | $324 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 17 | $357 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 18 | $378 | 0.00% | +18 | New |
| NVWM, LLC | 20 | $420 | 0.00% | −5−20.0% | Reduced |
| Aspect Partners, LLC | 21 | $441 | 0.00% | +4+23.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 22 | $462 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 23 | $483 | 0.00% | −132−85.2% | Reduced |
| Redwood Park Advisors LLC | 24 | $505 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 26 | $546 | 0.00% | −352−93.1% | Reduced |
| Principia Wealth Advisory, LLC | 28 | $589 | 0.00% | +15+115.4% | Added |
| Bell Investment Advisors, Inc | 31 | $652 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 32 | $673 | 0.00% | +32 | New |
| Clark Wealth Partners | 33 | $694 | 0.00% | +2+6.5% | Added |
| American Capital Advisory, LLC | 34 | $715 | 0.00% | +34 | New |
| Kilter Group LLC | 35 | $736 | 0.00% | +35 | New |
| True Wealth Design, LLC | 38 | $799 | 0.00% | +38 | New |
| Rise Advisors, LLC | 40 | $841 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 44 | $925 | 0.00% | +3+7.3% | Added |
| ORG Partners LLC | 46 | $971 | 0.00% | +46 | New |
| Albion Financial Group | 47 | $988 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 50 | $1.07K | 0.00% | +50 | New |
| Strengthening Families & Communities, LLC | 51 | $1.08K | 0.00% | +22+75.9% | Added |
| Raffa Wealth Management, LLC | 52 | $1.09K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 52 | $1.09K | 0.00% | +7+15.6% | Added |
| Atlantic Trust, LLC | 52 | $1.09K | 0.00% | −132−71.7% | Reduced |
| Dunhill Financial, LLC | 53 | $1.12K | 0.00% | −45−45.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 55 | $1.16K | 0.00% | +41+292.9% | Added |
| Miller Wealth Advisors, LLC | 56 | $1.18K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 68 | $1.45K | 0.00% | +35+106.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 74 | $1.58K | 0.00% | +74 | New |
| Rialto Wealth Management, LLC | 96 | $2.02K | 0.00% | −9−8.6% | Reduced |
| LRI Investments, LLC | 97 | $2.04K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 120 | $2.52K | 0.00% | −158−56.8% | Reduced |
| Spire Wealth Management | 127 | $2.67K | 0.00% | +27+27.0% | Added |
| Howard Hughes Medical Institute | 146 | $3.07K | 0.00% | +146 | New |
| Thompson Investment Management, Inc. | 150 | $3.15K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 166 | $3.49K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 166 | $3.49K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 175 | $3.68K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 188 | $3.95K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 189 | $3.97K | 0.00% | −45−19.2% | Reduced |
| Activest Wealth Management | 189 | $3.97K | 0.00% | +166+721.7% | Added |
| Hemington Wealth Management | 192 | $4.00K | 0.00% | −75−28.1% | Reduced |
| Hantz Financial Services, Inc. | 188 | $4.00K | 0.00% | +174+1,242.9% | Added |
| Bruce G. Allen Investments, LLC | 196 | $4.12K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $4.20K | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 200 | $4.20K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 220 | $4.63K | 0.00% | +65+41.9% | Added |
| Dogwood Wealth Management LLC | 223 | $4.70K | 0.00% | +223 | New |
| MV Capital Management, Inc. | 229 | $4.81K | 0.00% | −20−8.0% | Reduced |
| Harbor Investment Advisory, LLC | 242 | $5.09K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 250 | $5.25K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 260 | $5.46K | 0.00% | −326−55.6% | Reduced |
| Private Wealth Management Group, LLC | 262 | $5.51K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 270 | $5.67K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 281 | $5.91K | 0.00% | −2,575−90.2% | Reduced |
| Westside Investment Management, Inc. | 295 | $6.25K | 0.00% | +295 | New |
| Blume Capital Management, Inc. | 300 | $6.31K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 316 | $6.64K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 324 | $6.81K | 0.00% | +253+356.3% | Added |
| Avion Wealth | 354 | $7.00K | 0.00% | −3−0.8% | Reduced |
| GW&K Investment Management, LLC | 334 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 353 | $7.42K | 0.00% | −200−36.2% | Reduced |
| Tortoise Investment Management, LLC | 359 | $7.55K | 0.00% | +43+13.6% | Added |
| North Ridge Wealth Advisors, Inc. | 400 | $8.41K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 419 | $8.81K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 425 | $8.93K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 426 | $9.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 450 | $9.46K | 0.00% | +10+2.3% | Added |
| Clear Street Markets LLC | 456 | $9.59K | 0.00% | +456 | New |
| NewSquare Capital LLC | 457 | $9.61K | 0.00% | +457 | New |
| Moisand Fitzgerald Tamayo, LLC | 459 | $9.65K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 497 | $10.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 513 | $10.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 518 | $10.9K | 0.00% | +518 | New |
| CVA Family Office, LLC | 535 | $11.2K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 562 | $11.9K | 0.00% | +562 | New |
| Capital Advisors, Ltd. LLC | 574 | $12.0K | 0.00% | −8−1.4% | Reduced |
| Ameritas Advisory Services, LLC | 586 | $12.3K | 0.00% | +586 | New |
| ZRC Wealth Management, LLC | 600 | $12.6K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 604 | $12.7K | 0.00% | −220−26.7% | Reduced |
| AdvisorNet Financial, Inc | 625 | $13.1K | 0.00% | +20+3.3% | Added |
| Delta Asset Management LLC | 633 | $13.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 650 | $13.7K | 0.00% | +371+133.0% | Added |
| Brown, Lisle/Cummings, Inc. | 660 | $13.9K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 665 | $14.0K | 0.00% | −700−51.3% | Reduced |
| Covestor Ltd | 670 | $14.0K | 0.01% | −17−2.5% | Reduced |
| Central Trust Co | 700 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 704 | $14.8K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 711 | $14.9K | 0.00% | +711 | New |
| Arcadia Investment Management Corp | 725 | $15.2K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 738 | $15.5K | 0.00% | +19+2.6% | Added |