| IMA Wealth, Inc. | 1 | $140 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $140 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 1 | $140 | 0.00% | +1 | New |
| Wealth Watch Advisors, INC | 1 | $140 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $141 | 0.00% | −1−50.0% | Reduced |
| American Capital Advisory, LLC | 1 | $141 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $274 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $281 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 8 | $358 | 0.00% | +5+166.7% | Added |
| Activest Wealth Management | 3 | $421 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $562 | 0.00% | −21−84.0% | Reduced |
| Quaker Wealth Management, LLC | 4 | $562 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $562 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 4 | $562 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $701 | 0.00% | +1+25.0% | Added |
| Atwood & Palmer Inc | 5 | $702 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $702 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $702 | 0.00% | +2+66.7% | Added |
| Hughes Financial Services, LLC | 5 | $750 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $842 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $983 | 0.00% | +1+16.7% | Added |
| Picton Mahoney Asset Management | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $1.00K | 0.00% | +4+50.0% | Added |
| Cloud Capital Management, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Bogart Wealth, LLC | 8 | $1.12K | 0.00% | +4+100.0% | Added |
| Rakuten Securities, Inc. | 9 | $1.26K | 0.00% | −17−65.4% | Reduced |
| Ronald Blue Trust, Inc. | 9 | $1.26K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $1.40K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 11 | $1.54K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.68K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 12 | $1.69K | 0.00% | −88−88.0% | Reduced |
| North Star Investment Management Corp. | 13 | $1.82K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 14 | $1.97K | 0.00% | −3−17.6% | Reduced |
| Legacy Wealth Managment, LLC | 14 | $1.97K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 16 | $2.25K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 16 | $2.25K | 0.00% | +16 | New |
| Rossby Financial, LCC | 17 | $2.33K | 0.00% | +17 | New |
| MV Capital Management, Inc. | 17 | $2.39K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 17 | $2.39K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 18 | $2.53K | 0.00% | +9+100.0% | Added |
| Raffa Wealth Management, LLC | 19 | $2.67K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 19 | $2.67K | 0.00% | +19 | New |
| Montag A & Associates Inc | 20 | $2.83K | 0.00% | +6+42.9% | Added |
| Fortitude Family Office, LLC | 21 | $2.95K | 0.00% | +6+40.0% | Added |
| Valley National Advisers Inc | 26 | $3.00K | 0.00% | +26 | New |
| Tortoise Investment Management, LLC | 24 | $3.37K | 0.00% | +3+14.3% | Added |
| NBC Securities, Inc. | 24 | $3.37K | 0.00% | +2+9.1% | Added |
| Marquette Asset Management, LLC | 24 | $3.37K | 0.00% | +24 | New |
| Johnson Financial Group, Inc. | 25 | $3.51K | 0.00% | +25 | New |
| JFS Wealth Advisors, LLC | 28 | $3.93K | 0.00% | +7+33.3% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 30 | $4.21K | 0.00% | +30 | New |
| Meeder Asset Management Inc | 31 | $4.35K | 0.00% | +4+14.8% | Added |
| Webster Bank, N. A. | 32 | $4.49K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 33 | $4.52K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 34 | $4.66K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 35 | $4.91K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 35 | $4.91K | 0.00% | +5+16.7% | Added |
| Central Trust Co | 36 | $5.05K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 36 | $5.05K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 39 | $5.47K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 39 | $5.47K | 0.00% | +39 | New |
| WealthCollab, LLC | 40 | $5.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $5.90K | 0.00% | −5−10.6% | Reduced |
| Glen Eagle Advisors, LLC | 42 | $5.90K | 0.00% | +42 | New |
| Whittier Trust Co | 53 | $7.26K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 54 | $7.58K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 56 | $7.86K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 57 | $8.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 61 | $8.56K | 0.00% | +15+32.6% | Added |
| Frazier Financial Advisors, LLC | 70 | $9.83K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 74 | $10.4K | 0.00% | −225−75.3% | Reduced |
| First Horizon Corp | 82 | $11.5K | 0.00% | +82 | New |
| Private Wealth Management Group, LLC | 86 | $12.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 87 | $12.2K | 0.00% | +4+4.8% | Added |
| Hemington Wealth Management | 96 | $13.0K | 0.00% | +10+11.6% | Added |
| City Holding Co | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 102 | $14.3K | 0.00% | +102 | New |
| Spire Wealth Management | 109 | $15.3K | 0.00% | −9−7.6% | Reduced |
| Harbour Investments, Inc. | 112 | $15.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 127 | $17.8K | 0.00% | −201−61.3% | Reduced |
| TD Private Client Wealth LLC | 137 | $19.2K | 0.00% | −45−24.7% | Reduced |
| Measured Wealth Private Client Group, LLC | 140 | $19.7K | 0.01% | +140 | New |
| ORG Partners LLC | 159 | $22.3K | 0.00% | +91+133.8% | Added |
| Parkside Financial Bank & Trust | 162 | $22.7K | 0.00% | +65+67.0% | Added |
| Mather Group, LLC. | 168 | $23.6K | 0.00% | +168 | New |
| Root Financial Partners, LLC | 173 | $24.3K | 0.00% | +173 | New |
| Global Retirement Partners, LLC | 176 | $24.7K | 0.00% | +30+20.5% | Added |
| Golden State Wealth Management, LLC | 183 | $25.7K | 0.00% | +100+120.5% | Added |
| Eastern Bank | 191 | $26.8K | 0.00% | +191 | New |
| Northwestern Mutual Wealth Management Co | 207 | $29.1K | 0.00% | −418−66.9% | Reduced |
| WPG Advisers, LLC | 222 | $31.2K | 0.02% | +40+22.0% | Added |
| Quent Capital, LLC | 231 | $32.4K | 0.00% | +231 | New |
| Rise Advisors, LLC | 243 | $34.1K | 0.01% | 00.0% | Unchanged |
| Close Asset Management Ltd | 268 | $38.0K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 305 | $42.8K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 323 | $45.3K | 0.00% | +31+10.6% | Added |
| Aster Capital Management (DIFC) Ltd | 352 | $49.4K | 0.02% | +352 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 391 | $54.9K | 0.01% | −1,389−78.0% | Reduced |
| Smartleaf Asset Management LLC | 424 | $59.5K | 0.00% | +224+112.0% | Added |