| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $62 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $77 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $78 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $78 | 0.00% | +1 | New |
| Planning Strategies Inc. | 2 | $154 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $155 | 0.00% | +2 | New |
| S&T Bank | 4 | $309 | 0.00% | +3+300.0% | Added |
| Optiver Holding B.V. | 4 | $309 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 5 | $386 | 0.00% | +4+400.0% | Added |
| Cornerstone Planning Group LLC | 5 | $414 | 0.00% | −4−44.4% | Reduced |
| IFG Advisory, LLC | 6 | $463 | 0.00% | +6 | New |
| Rossby Financial, LCC | 7 | $540 | 0.00% | −13−65.0% | Reduced |
| UMA Financial Services, Inc. | 7 | $541 | 0.00% | −14−66.7% | Reduced |
| ZRC Wealth Management, LLC | 8 | $618 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 8 | $618 | 0.00% | +8 | New |
| Hilton Head Capital Partners, LLC | 9 | $695 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $695 | 0.00% | +5+125.0% | Added |
| AdvisorNet Financial, Inc | 11 | $849 | 0.00% | +5+83.3% | Added |
| Networth Advisors, LLC | 11 | $849 | 0.00% | +11 | New |
| Wealth Enhancement Trust Services, Inc. | 12 | $926 | 0.00% | +7+140.0% | Added |
| Stone House Investment Management, LLC | 12 | $927 | 0.00% | −28−70.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $927 | 0.00% | −1−7.7% | Reduced |
| Westside Investment Management, Inc. | 12 | $927 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $927 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 12 | $927 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 13 | $969 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $1.00K | 0.00% | +7+41.2% | Added |
| Whipplewood Advisors, LLC | 13 | $1.00K | 0.00% | −20−60.6% | Reduced |
| Spire Wealth Management | 15 | $1.16K | 0.00% | −1−6.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 15 | $1.16K | 0.00% | +3+25.0% | Added |
| Caitong International Asset Management Co., Ltd | 15 | $1.16K | 0.00% | +15 | New |
| DecisionPoint Financial, LLC | 16 | $1.24K | 0.00% | +2+14.3% | Added |
| Creative Capital Management Investments LLC | 17 | $1.31K | 0.00% | +17 | New |
| Cromwell Holdings LLC | 17 | $1.32K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 18 | $1.39K | 0.00% | +18 | New |
| Cullen/Frost Bankers, Inc. | 19 | $1.47K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 19 | $1.47K | 0.00% | +19 | New |
| Dunhill Financial, LLC | 20 | $1.54K | 0.00% | −2−9.1% | Reduced |
| Cornerstone Financial Management LLC | 21 | $1.62K | 0.00% | +21 | New |
| Montgomery Financial Services LLC | 21 | $1.62K | 0.00% | +21 | New |
| Burk Holdings LLC | 22 | $1.70K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 25 | $1.93K | 0.00% | −20−44.4% | Reduced |
| Sachetta, LLC | 27 | $2.08K | 0.00% | +2+8.0% | Added |
| Investors Portfolio Services LLC | 27 | $2.08K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 28 | $2.16K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 28 | $2.16K | 0.00% | +28 | New |
| Basecamp Wealth Advisors LLC | 29 | $2.24K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $2.32K | 0.00% | −62−67.4% | Reduced |
| West Paces Advisors Inc. | 30 | $2.32K | 0.00% | +30 | New |
| Asset Dedication, LLC | 33 | $2.55K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 35 | $2.70K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 36 | $2.78K | 0.00% | +5+16.1% | Added |
| Action Point Financial Planning, LLC | 38 | $2.78K | 0.00% | +38 | New |
| Truvestments Capital LLC | 40 | $3.09K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 40 | $3.09K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 44 | $3.40K | 0.00% | +44 | New |
| Neo Ivy Capital Management | 47 | $3.63K | 0.00% | −4,147−98.9% | Reduced |
| Harbor Investment Advisory, LLC | 53 | $4.09K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 55 | $4.25K | 0.00% | +36+189.5% | Added |
| Rialto Wealth Management, LLC | 61 | $4.71K | 0.00% | +43+238.9% | Added |
| WealthCollab, LLC | 62 | $4.79K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 64 | $4.94K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 66 | $5.09K | 0.00% | +7+11.9% | Added |
| Blume Capital Management, Inc. | 70 | $5.41K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 75 | $5.79K | 0.00% | +75 | New |
| IMA Wealth, Inc. | 76 | $5.91K | 0.00% | +25+49.0% | Added |
| Kingdom Financial Group LLC. | 79 | $6.10K | 0.00% | +79 | New |
| Picton Mahoney Asset Management | 81 | $6.25K | 0.00% | −21,524−99.6% | Reduced |
| Ancora Advisors, LLC | 85 | $6.56K | 0.00% | −359−80.9% | Reduced |
| Country Trust Bank | 88 | $6.79K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 90 | $6.97K | 0.00% | +8+9.8% | Added |
| Massmutual Trust Co FSB | 91 | $7.03K | 0.00% | −30−24.8% | Reduced |
| Bayforest Capital Ltd | 99 | $7.64K | 0.01% | +9+10.0% | Added |
| Triumph Capital Management | 100 | $7.72K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 100 | $7.72K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $7.72K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 102 | $7.88K | 0.00% | −9−8.1% | Reduced |
| N.E.W. Advisory Services LLC | 104 | $8.03K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 104 | $8.03K | 0.00% | +104 | New |
| First National Bank | 106 | $8.18K | 0.00% | +106 | New |
| LRI Investments, LLC | 121 | $9.34K | 0.00% | −381−75.9% | Reduced |
| Highline Wealth Partners LLC | 121 | $9.34K | 0.00% | +15+14.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 124 | $9.57K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 126 | $9.73K | 0.00% | −9−6.7% | Reduced |
| Cedar Mountain Advisors, LLC | 135 | $10.4K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 142 | $11.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 148 | $11.4K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 150 | $11.6K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 157 | $12.1K | 0.00% | −2,104−93.1% | Reduced |
| 1620 Investment Advisors, Inc. | 166 | $12.8K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 175 | $13.5K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 200 | $15.4K | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 200 | $15.4K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 204 | $16.0K | 0.01% | +13+6.8% | Added |
| Institute for Wealth Management, LLC. | 224 | $17.3K | 0.00% | +224 | New |
| Private Wealth Management Group, LLC | 231 | $17.8K | 0.00% | +43+22.9% | Added |
| Capital Advisors, Ltd. LLC | 229 | $18.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 250 | $19.3K | 0.00% | −29−10.4% | Reduced |
| Caldwell Trust Co | 252 | $19.5K | 0.00% | +252 | New |