| Navigoe, LLC | 8 | $0 | 0.00% | +8 | New |
| Darwin Advisors, LLC | 0 | $5 | 0.00% | 0 | New |
| Tounjian Advisory Partners, LLC | 1 | $18 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $21 | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 1 | $22 | 0.00% | −71−98.6% | Reduced |
| Maryland Capital Advisors Inc. | 3 | $64 | 0.00% | +3 | New |
| MidFirst Bank | 5 | $106 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 7 | $150 | 0.00% | −27−79.4% | Reduced |
| Planning Strategies Inc. | 8 | $170 | 0.00% | +8 | New |
| Plante Moran Financial Advisors, LLC | 9 | $191 | 0.00% | +9 | New |
| Altshuler Shaham Ltd | 10 | $212 | 0.00% | −1,369−99.3% | Reduced |
| Trust Co | 10 | $212 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $212 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $212 | 0.00% | +10 | New |
| Buck Wealth Strategies, LLC | 10 | $214 | 0.00% | +10 | New |
| Spectrum Wealth Advisory Group, LLC | 10 | $216 | 0.00% | +10 | New |
| Decker Retirement Planning Inc. | 11 | $233 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 12 | $254 | 0.00% | −160−93.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 12 | $254 | 0.00% | +10+500.0% | Added |
| Hughes Financial Services, LLC | 12 | $254 | 0.00% | +10+500.0% | Added |
| First Horizon Corp | 13 | $275 | 0.00% | −197−93.8% | Reduced |
| Downshift Financial, LLC | 15 | $318 | 0.00% | +15 | New |
| Dunhill Financial, LLC | 15 | $323 | 0.00% | −18−54.5% | Reduced |
| Rossby Financial, LCC | 16 | $339 | 0.00% | −133−89.3% | Reduced |
| Financial Management Professionals, Inc. | 16 | $339 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 17 | $360 | 0.00% | +17 | New |
| Banque Pictet & Cie SA | 18 | $381 | 0.00% | −2−10.0% | Reduced |
| WestEnd Advisors, LLC | 18 | $381 | 0.00% | +18 | New |
| Financial Life Planners | 18 | $391 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 23 | $487 | 0.00% | −18−43.9% | Reduced |
| Addison Advisors LLC | 23 | $488 | 0.00% | −173−88.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 24 | $509 | 0.00% | −134−84.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 25 | $530 | 0.00% | −15−37.5% | Reduced |
| NVWM, LLC | 25 | $530 | 0.00% | +20+400.0% | Added |
| Highline Wealth Partners LLC | 27 | $572 | 0.00% | +26+2,600.0% | Added |
| HFM Investment Advisors, LLC | 28 | $594 | 0.00% | +9+47.4% | Added |
| Silver Grove Financial Group, Inc. | 29 | $615 | 0.00% | +29 | New |
| Assetmark, Inc | 31 | $657 | 0.00% | +16+106.7% | Added |
| Cornerstone Planning Group LLC | 30 | $683 | 0.00% | +9+42.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 35 | $741 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 35 | $742 | 0.00% | +17+94.4% | Added |
| Rialto Wealth Management, LLC | 37 | $785 | 0.00% | −17−31.5% | Reduced |
| Asset Dedication, LLC | 37 | $785 | 0.00% | +37 | New |
| BFSG, LLC | 39 | $818 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 40 | $848 | 0.00% | +40 | New |
| Valued Wealth Advisors LLC | 41 | $861 | 0.00% | −1−2.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 42 | $890 | 0.00% | −10−19.2% | Reduced |
| Financial Consulate, Inc | 44 | $933 | 0.00% | +44 | New |
| Key Financial Inc | 49 | $1.04K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 49 | $1.04K | 0.00% | +49 | New |
| Raffa Wealth Management, LLC | 50 | $1.06K | 0.00% | −4−7.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 54 | $1.14K | 0.00% | +54 | New |
| Lummis Asset Management, LP | 55 | $1.17K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 55 | $1.17K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 58 | $1.23K | 0.00% | +58 | New |
| Torren Management, LLC | 59 | $1.25K | 0.00% | −1−1.7% | Reduced |
| UMA Financial Services, Inc. | 66 | $1.40K | 0.00% | +47+247.4% | Added |
| Clear Street Markets LLC | 74 | $1.57K | 0.00% | +22+42.3% | Added |
| Ritter Daniher Financial Advisory LLC | 76 | $1.62K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 78 | $1.65K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 80 | $1.70K | 0.00% | +80 | New |
| HighMark Wealth Management LLC | 87 | $1.84K | 0.00% | +1+1.2% | Added |
| Bollard Group LLC | 106 | $2.00K | 0.00% | −103−49.3% | Reduced |
| Avion Wealth | 141 | $2.00K | 0.00% | +21+17.5% | Added |
| McMillan Office, Inc. | 95 | $2.01K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 96 | $2.03K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 99 | $2.10K | 0.00% | −48−32.7% | Reduced |
| Costello Asset Management, INC | 100 | $2.12K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.12K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 101 | $2.13K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 107 | $2.18K | 0.00% | +107 | New |
| Owl Creek Wealth Partners LLC | 110 | $2.33K | 0.00% | +25+29.4% | Added |
| Cedar Mountain Advisors, LLC | 114 | $2.42K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 116 | $2.46K | 0.00% | −206−64.0% | Reduced |
| MV Capital Management, Inc. | 118 | $2.50K | 0.00% | +81+218.9% | Added |
| CVA Family Office, LLC | 122 | $2.58K | 0.00% | −327−72.8% | Reduced |
| Spire Wealth Management | 135 | $2.85K | 0.00% | −103−43.3% | Reduced |
| Strategic Investment Solutions, Inc. | 140 | $2.97K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 146 | $3.09K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 150 | $3.18K | 0.00% | −100−40.0% | Reduced |
| JFS Wealth Advisors, LLC | 167 | $3.54K | 0.00% | −131−44.0% | Reduced |
| Zions Bancorporation, National Association | 181 | $3.83K | 0.00% | −566−75.8% | Reduced |
| SHP Wealth Management | 185 | $3.92K | 0.00% | −342−64.9% | Reduced |
| Massmutual Trust Co FSB | 187 | $3.96K | 0.00% | −72−27.8% | Reduced |
| Ogorek Anthony Joseph | 209 | $4.00K | 0.00% | −77−26.9% | Reduced |
| Vermillion Wealth Management, Inc. | 193 | $4.09K | 0.00% | +170+739.1% | Added |
| Southern Michigan Bank & Trust | 200 | $4.24K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 200 | $4.24K | 0.00% | +78+63.9% | Added |
| Geneos Wealth Management Inc. | 200 | $4.24K | 0.00% | +200 | New |
| Glass Jacobson Investment Advisors llc | 200 | $4.24K | 0.00% | +200 | New |
| Ares Financial Consulting, LLC | 207 | $4.39K | 0.00% | +170+459.5% | Added |
| REAP Financial Group, LLC | 212 | $4.50K | 0.00% | +1+0.5% | Added |
| Fortitude Family Office, LLC | 216 | $4.58K | 0.00% | −125−36.7% | Reduced |
| Bear Mountain Capital, Inc. | 200 | $4.59K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 219 | $4.64K | 0.00% | +53+31.9% | Added |
| Bare Financial Services, Inc | 221 | $4.68K | 0.00% | +221 | New |
| Nalls Sherbakoff Group, LLC | 237 | $5.02K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 247 | $5.23K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 259 | $5.49K | 0.00% | −8−3.0% | Reduced |
| Hara Capital LLC | 270 | $5.72K | 0.00% | 00.0% | Unchanged |
