| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 1 | $208 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $414 | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $620 | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 3 | $620 | 0.00% | +3 | New |
| Cromwell Holdings LLC | 4 | $827 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 4 | $827 | 0.00% | +4 | New |
| Cornerstone Financial Management LLC | 4 | $827 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 4 | $828 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.24K | 0.00% | +1+20.0% | Added |
| Transamerica Financial Advisors, Inc. | 7 | $1.45K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.45K | 0.00% | +6+600.0% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $1.65K | 0.00% | +3+60.0% | Added |
| Creative Capital Management Investments LLC | 8 | $1.65K | 0.00% | +8 | New |
| Transce3nd, LLC | 8 | $1.68K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $2.07K | 0.00% | +1+11.1% | Added |
| CoreCap Advisors, LLC | 10 | $2.07K | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 11 | $2.27K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $2.28K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 14 | $2.90K | 0.00% | −21−60.0% | Reduced |
| West Paces Advisors Inc. | 14 | $2.90K | 0.00% | +14 | New |
| Bruce G. Allen Investments, LLC | 15 | $3.10K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 16 | $3.31K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $3.31K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 16 | $3.31K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 16 | $3.31K | 0.00% | +16 | New |
| CBIZ Investment Advisory Services, LLC | 21 | $3.37K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 17 | $3.45K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $3.52K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 17 | $3.52K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 17 | $3.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $3.72K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $3.72K | 0.00% | +9+100.0% | Added |
| Kozak & Associates, Inc. | 18 | $3.81K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $3.93K | 0.00% | +2+11.8% | Added |
| Kilter Group LLC | 20 | $4.14K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 20 | $4.15K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $4.34K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 21 | $4.34K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 22 | $4.63K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 23 | $4.76K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 23 | $4.76K | 0.00% | +23 | New |
| Private Wealth Management Group, LLC | 24 | $4.96K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $5.17K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $5.38K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 27 | $5.58K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 29 | $6.00K | 0.00% | +19+190.0% | Added |
| Manchester Capital Management LLC | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 30 | $6.20K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 34 | $7.00K | 0.00% | +34 | New |
| TD Private Client Wealth LLC | 34 | $7.03K | 0.00% | +15+78.9% | Added |
| Rossby Financial, LCC | 35 | $7.24K | 0.00% | −5−12.5% | Reduced |
| JPL Wealth Management, LLC | 37 | $7.65K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 39 | $8.13K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 40 | $8.27K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 40 | $8.27K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 42 | $8.69K | 0.00% | +3+7.7% | Added |
| Keating Financial Advisory Services, Inc. | 44 | $9.10K | 0.00% | +29+193.3% | Added |
| First Horizon Corp | 44 | $9.10K | 0.00% | +41+1,366.7% | Added |
| Cape Investment Advisory, Inc. | 44 | $9.10K | 0.00% | +44 | New |
| Whittier Trust Co | 48 | $9.77K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 48 | $9.93K | 0.00% | +35+269.2% | Added |
| Frazier Financial Advisors, LLC | 49 | $10.1K | 0.01% | 00.0% | Unchanged |
| Align Financial, LLC | 49 | $10.1K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 51 | $10.5K | 0.00% | +7+15.9% | Added |
| Rocky Mountain Advisers, LLC | 54 | $11.2K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 55 | $11.4K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 56 | $11.6K | 0.00% | +56 | New |
| Caitong International Asset Management Co., Ltd | 60 | $12.4K | 0.00% | +60 | New |
| Simplex Trading, LLC | 63 | $13.0K | 0.00% | −306−82.9% | Reduced |
| Smartleaf Asset Management LLC | 64 | $13.4K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 67 | $13.8K | 0.00% | +67 | New |
| Private Wealth Asset Management, LLC | 68 | $14.1K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 69 | $14.3K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 79 | $16.1K | 0.00% | +79 | New |
| Whittier Trust Co of Nevada Inc | 83 | $16.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 83 | $17.1K | 0.00% | +33+66.0% | Added |
| Millstone Evans Group, LLC | 83 | $17.2K | 0.01% | +72+654.5% | Added |
| Atlantic Trust, LLC | 88 | $18.2K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 89 | $18.4K | 0.00% | +7+8.5% | Added |
| Eastern Bank | 95 | $19.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 95 | $19.6K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 96 | $19.9K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 97 | $20.1K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 100 | $20.7K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $20.7K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 100 | $21.1K | 0.00% | −11−9.9% | Reduced |
| SJS Investment Consulting Inc. | 103 | $21.3K | 0.00% | +51+98.1% | Added |
| Federation des caisses Desjardins du Quebec | 107 | $22.1K | 0.00% | +34+46.6% | Added |
| First National Bank | 113 | $23.4K | 0.01% | +113 | New |
| Centerpoint Advisors, LLC | 118 | $24.0K | 0.01% | −2−1.7% | Reduced |
| Ronald Blue Trust, Inc. | 118 | $24.4K | 0.00% | +118 | New |
| Mather Group, LLC. | 122 | $25.2K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 134 | $27.7K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 143 | $29.0K | 0.02% | −101−41.4% | Reduced |
| Ares Financial Consulting, LLC | 146 | $30.2K | 0.02% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 148 | $30.6K | 0.00% | +148 | New |