| TFC Financial Management | 1 | $28 | 0.00% | +1 | New |
| Portus Wealth Advisors, LLC | 2 | $56 | 0.00% | +2 | New |
| Basepoint Wealth LLC | 3 | $84 | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 4 | $112 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $112 | 0.00% | +2+100.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $140 | 0.00% | −5−50.0% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $140 | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 5 | $140 | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 6 | $168 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 6 | $168 | 0.00% | +6 | New |
| Wolff Wiese Magana LLC | 7 | $196 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $196 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $196 | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 7 | $196 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 7 | $196 | 0.00% | +7 | New |
| WealthCollab, LLC | 8 | $224 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $224 | 0.00% | +2+33.3% | Added |
| Transamerica Financial Advisors, Inc. | 8 | $227 | 0.00% | −4−33.3% | Reduced |
| Quaker Wealth Management, LLC | 9 | $252 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 9 | $252 | 0.00% | +9 | New |
| NBC Securities, Inc. | 9 | $266 | 0.00% | −39−81.3% | Reduced |
| Torren Management, LLC | 10 | $275 | 0.00% | −211−95.5% | Reduced |
| Osbon Capital Management LLC | 10 | $280 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $280 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 10 | $280 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 11 | $308 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $319 | 0.00% | +2+22.2% | Added |
| CoreCap Advisors, LLC | 12 | $336 | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 12 | $336 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $362 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 13 | $364 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 13 | $364 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $420 | 0.00% | −19−55.9% | Reduced |
| DT Investment Partners, LLC | 15 | $420 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 15 | $420 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 15 | $420 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 15 | $420 | 0.00% | +15 | New |
| Kingdom Financial Group LLC. | 15 | $420 | 0.00% | +15 | New |
| HFM Investment Advisors, LLC | 17 | $476 | 0.00% | −3−15.0% | Reduced |
| Boreal Capital Management LLC | 17 | $476 | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 18 | $504 | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 18 | $510 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 19 | $532 | 0.00% | −10−34.5% | Reduced |
| Johnson Financial Group, Inc. | 19 | $532 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 20 | $560 | 0.00% | −114−85.1% | Reduced |
| True Wealth Design, LLC | 20 | $560 | 0.00% | −8−28.6% | Reduced |
| Ankerstar Wealth, LLC | 23 | $644 | 0.00% | +1+4.5% | Added |
| Disciplina Capital Management LLC | 24 | $660 | 0.00% | +1+4.3% | Added |
| Arcadia Investment Management Corp | 24 | $672 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $672 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $700 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 25 | $700 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 27 | $756 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 27 | $756 | 0.00% | +27 | New |
| Gilpin Wealth Management, LLC | 28 | $784 | 0.00% | +15+115.4% | Added |
| McIlrath & Eck, LLC | 31 | $868 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 33 | $924 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 34 | $952 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 34 | $952 | 0.00% | +34 | New |
| Owl Creek Wealth Partners LLC | 34 | $952 | 0.00% | +34 | New |
| Darwin Advisors, LLC | 34 | $956 | 0.00% | +1+3.0% | Added |
| CNB Bank | 38 | $1.06K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 38 | $1.06K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 39 | $1.09K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 39 | $1.09K | 0.00% | +38+3,800.0% | Added |
| Strengthening Families & Communities, LLC | 40 | $1.13K | 0.00% | +40 | New |
| Rialto Wealth Management, LLC | 41 | $1.15K | 0.00% | +4+10.8% | Added |
| City State Bank | 43 | $1.20K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 44 | $1.23K | 0.00% | −113−72.0% | Reduced |
| Financial Perspectives, Inc | 45 | $1.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 48 | $1.34K | 0.00% | −1−2.0% | Reduced |
| Wall Street Access Asset Management, LLC | 48 | $1.34K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $1.40K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 50 | $1.40K | 0.00% | +50 | New |
| UMA Financial Services, Inc. | 51 | $1.43K | 0.00% | −31−37.8% | Reduced |
| Solstein Capital, LLC | 51 | $1.43K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 52 | $1.46K | 0.00% | −400−88.5% | Reduced |
| Twin Lakes Capital Management, LLC | 56 | $1.57K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 57 | $1.58K | 0.00% | −49−46.2% | Reduced |
| Legacy Wealth Managment, LLC | 58 | $1.62K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 59 | $1.65K | 0.00% | +59 | New |
| Bayban | 60 | $1.68K | 0.00% | +60 | New |
| Cornerstone Financial Management LLC | 64 | $1.79K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 63 | $1.80K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 68 | $1.90K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 71 | $1.99K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 70 | $2.07K | 0.00% | −27−27.8% | Reduced |
| GHP Investment Advisors, Inc. | 79 | $2.21K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 79 | $2.21K | 0.00% | +79 | New |
| Heritage Wealth Advisors | 83 | $2.32K | 0.00% | −83−50.0% | Reduced |
| SRS Capital Advisors, Inc. | 376 | $2.33K | 0.00% | −324−46.3% | Reduced |
| Asset Dedication, LLC | 84 | $2.35K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 84 | $2.35K | 0.00% | +84 | New |
| SHP Wealth Management | 89 | $2.49K | 0.00% | +89 | New |
| Scarborough Advisors, LLC | 89 | $2.49K | 0.00% | +89 | New |
| DiNuzzo Private Wealth, Inc. | 90 | $2.52K | 0.00% | −24−21.1% | Reduced |
| Crews Bank & Trust | 90 | $2.52K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 96 | $2.74K | 0.00% | +84+700.0% | Added |
| Archer Investment Corp | 100 | $2.80K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 110 | $3.08K | 0.00% | 00.0% | Unchanged |