| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Albion Financial Group | 0 | $14 | 0.00% | 0 | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $56 | 0.00% | −184−99.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 0 | $60 | 0.00% | 0 | Unchanged |
| Highland Investment Advisors LLC | 1 | $62 | 0.00% | +1 | New |
| Redwood Park Advisors LLC | 2 | $124 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 4 | $248 | 0.00% | −64−94.1% | Reduced |
| Elequin Capital LP | 4 | $248 | 0.00% | −34−89.5% | Reduced |
| 3 Factor Indexing, LLC | 4 | $248 | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 5 | $310 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 5 | $314 | 0.00% | +5 | New |
| Trust Co | 6 | $372 | 0.00% | −1,220−99.5% | Reduced |
| Trifecta Capital Advisors, LLC | 6 | $372 | 0.00% | +6 | New |
| Mosley Wealth Management | 6 | $372 | 0.00% | +6 | New |
| Godfrey Financial Associates, Inc. | 7 | $434 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 8 | $496 | 0.00% | +8 | New |
| Breakwater Investment Management | 11 | $682 | 0.00% | +11 | New |
| NVWM, LLC | 15 | $929 | 0.00% | +5+50.0% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 15 | $934 | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 16 | $991 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 16 | $991 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 16 | $991 | 0.00% | +16 | New |
| DHJJ Financial Advisors, Ltd. | 18 | $1.12K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 20 | $1.24K | 0.00% | +4+25.0% | Added |
| United Community Bank | 22 | $1.36K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 23 | $1.43K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 23 | $1.43K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 24 | $1.49K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 25 | $1.55K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 25 | $1.55K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $1.55K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 25 | $1.55K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 25 | $1.55K | 0.00% | +25 | New |
| NBT Bank N A | 26 | $1.61K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 26 | $1.61K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 27 | $1.67K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 29 | $1.80K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 30 | $1.86K | 0.00% | +30 | New |
| Allied Private Wealth LLC | 31 | $1.96K | 0.00% | +31 | New |
| Providence Capital Advisors, LLC | 35 | $2.17K | 0.00% | +35 | New |
| Sfam, LLC | 40 | $2.48K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 40 | $2.48K | 0.00% | +40 | New |
| Mountain Hill Investment Partners Corp. | 41 | $2.52K | 0.00% | +1+2.5% | Added |
| Luminist Capital LLC | 41 | $2.54K | 0.00% | +41 | New |
| Rialto Wealth Management, LLC | 42 | $2.60K | 0.00% | +34+425.0% | Added |
| Nemes Rush Group LLC | 43 | $2.66K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 47 | $2.91K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Kozak & Associates, Inc. | 50 | $3.09K | 0.00% | −2−3.8% | Reduced |
| LifeSteps Financial, Inc. | 50 | $3.10K | 0.00% | +50 | New |
| Montgomery Financial Services LLC | 50 | $3.10K | 0.00% | +50 | New |
| Retirement Wealth Solutions LLC | 53 | $3.28K | 0.00% | +29+120.8% | Added |
| Westfuller Advisors, LLC | 53 | $3.30K | 0.00% | +6+12.8% | Added |
| Robinswood Financial LLC | 55 | $3.41K | 0.00% | +1+1.9% | Added |
| True Wealth Design, LLC | 56 | $3.47K | 0.00% | −82−59.4% | Reduced |
| Concord Wealth Partners | 58 | $3.59K | 0.00% | +58 | New |
| Delta Asset Management LLC | 60 | $3.72K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 61 | $3.78K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 62 | $3.84K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 63 | $3.90K | 0.00% | +63 | New |
| Activest Wealth Management | 66 | $4.09K | 0.00% | −904−93.2% | Reduced |
| Elevated Capital Advisors, LLC | 67 | $4.15K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 70 | $4.34K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 74 | $4.58K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 78 | $4.85K | 0.00% | +1+1.3% | Added |
| Signature Equity Partners, LLC | 79 | $4.87K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 84 | $5.23K | 0.00% | +1+1.2% | Added |
| Principia Wealth Advisory, LLC | 85 | $5.27K | 0.00% | +2+2.4% | Added |
| WealthCollab, LLC | 86 | $5.33K | 0.00% | −2−2.3% | Reduced |
| IMG Wealth Management, Inc. | 86 | $5.33K | 0.00% | +51+145.7% | Added |
| Hughes Financial Services, LLC | 87 | $5.39K | 0.00% | +50+135.1% | Added |
| NBH Bank | 87 | $5.39K | 0.00% | +87 | New |
| Noble Wealth Management PBC | 90 | $5.58K | 0.00% | −10−10.0% | Reduced |
| Lodestone Wealth Management LLC | 90 | $5.58K | 0.00% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 89 | $5.79K | 0.00% | +89 | New |
| McGuire Capital Advisors Inc | 94 | $5.81K | 0.00% | −1,019−91.6% | Reduced |
| Marquette Asset Management, LLC | 96 | $5.95K | 0.00% | −34−26.2% | Reduced |
| Mascoma Wealth Management LLC | 97 | $6.01K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 97 | $6.01K | 0.00% | +24+32.9% | Added |
| South State Corp. | 99 | $6.13K | 0.00% | −715−87.8% | Reduced |
| Gables Capital Management Inc. | 100 | $6.20K | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 100 | $6.20K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 101 | $6.26K | 0.00% | +87+621.4% | Added |
| Boyd Watterson Asset Management LLC | 103 | $6.38K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 105 | $6.51K | 0.00% | +105 | New |
| WPG Advisers, LLC | 108 | $6.69K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 112 | $6.91K | 0.00% | +112 | New |
| Align Financial, LLC | 113 | $6.98K | 0.00% | +1+0.9% | Added |
| S&T Bank | 115 | $7.13K | 0.00% | −110−48.9% | Reduced |
| Financial Consulate, Inc | 118 | $7.33K | 0.00% | +48+68.6% | Added |
| Financial Gravity Companies, Inc. | 123 | $7.62K | 0.00% | +123 | New |
| 1 North Wealth Services LLC | 125 | $7.75K | 0.00% | +125 | New |
| Newton One Investments LLC | 125 | $7.75K | 0.00% | +125 | New |
| High Note Wealth, LLC | 127 | $7.87K | 0.00% | +85+202.4% | Added |
| Financial Management Professionals, Inc. | 130 | $8.07K | 0.00% | +7+5.7% | Added |
| Moisand Fitzgerald Tamayo, LLC | 136 | $8.43K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 136 | $8.43K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 140 | $8.68K | 0.00% | +140 | New |
| Richard W. Paul & Associates, LLC | 141 | $8.74K | 0.00% | −36−20.3% | Reduced |