| Cassady Schiller Wealth Management, LLC | 63 | $940 | 0.00% | +28+80.0% | Added |
| ROSS\JOHNSON & Associates LLC | 62 | $925 | 0.02% | +62 | New |
| Moisand Fitzgerald Tamayo, LLC | 62 | $918 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 61 | $910 | 0.00% | −5−7.6% | Reduced |
| Main Street Group, LTD | 60 | $896 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 60 | $896 | 0.00% | +3+5.3% | Added |
| BankPlus Trust Department | 59 | $880 | 0.00% | +59 | New |
| Insight Financial Services | 58 | $865 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 56 | $836 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 56 | $836 | 0.00% | +5+9.8% | Added |
| Pineridge Advisors LLC | 56 | $836 | 0.00% | +56 | New |
| Pinney & Scofield, Inc. | 56 | $836 | 0.00% | +56 | New |
| Coppell Advisory Solutions LLC | 57 | $834 | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 55 | $821 | 0.00% | +55 | New |
| New Millennium Group LLC | 51 | $763 | 0.00% | +12+30.8% | Added |
| Archer Investment Corp | 50 | $746 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $746 | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 50 | $746 | 0.00% | +50 | New |
| Holos Integrated Wealth LLC | 50 | $746 | 0.00% | +50 | New |
| CVA Family Office, LLC | 49 | $729 | 0.00% | −13−21.0% | Reduced |
| Greenline Partners, LLC | 48 | $716 | 0.00% | +48 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 48 | $711 | 0.00% | −1−2.0% | Reduced |
| Twin Lakes Capital Management, LLC | 47 | $702 | 0.00% | −76−61.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 46 | $687 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 46 | $686 | 0.00% | −100−68.5% | Reduced |
| Fairscale Capital, LLC | 46 | $686 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 45 | $678 | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 45 | $671 | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 45 | $671 | 0.00% | +45 | New |
| Decker Retirement Planning Inc. | 44 | $656 | 0.00% | +44 | New |
| Medallion Wealth Advisors, LLC | 44 | $656 | 0.00% | +44 | New |
| Horizons Wealth Management | 42 | $627 | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 42 | $627 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 43 | $622 | 0.00% | −87−66.9% | Reduced |
| MPWM Advisory Solutions, LLC | 41 | $612 | 0.00% | +41 | New |
| NVWM, LLC | 40 | $597 | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 40 | $597 | 0.00% | +40 | New |
| Flagship Wealth Advisors, LLC | 40 | $597 | 0.00% | +40 | New |
| Abound Wealth Management | 39 | $579 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 39 | $577 | 0.00% | +15+62.5% | Added |
| Atlantic Trust, LLC | 38 | $567 | 0.00% | +23+153.3% | Added |
| Miller Wealth Advisors, LLC | 37 | $558 | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 37 | $552 | 0.01% | +37 | New |
| Optimum Investment Advisors | 36 | $537 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 36 | $537 | 0.00% | +6+20.0% | Added |
| Caitong International Asset Management Co., Ltd | 36 | $537 | 0.00% | +36 | New |
| Kozak & Associates, Inc. | 35 | $534 | 0.00% | +1+2.9% | Added |
| Farmers & Merchants Investments Inc | 35 | $522 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 35 | $522 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 35 | $522 | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 34 | $507 | 0.00% | +34 | New |
| UMA Financial Services, Inc. | 32 | $478 | 0.00% | +32 | New |
| SWAN Capital LLC | 32 | $477 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 31 | $463 | 0.00% | +30+3,000.0% | Added |
| Tradewinds Capital Management, LLC | 30 | $448 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 30 | $448 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 30 | $448 | 0.00% | 00.0% | Unchanged |
| Menard Financial Group LLC | 30 | $448 | 0.00% | +30 | New |
| Vermillion Wealth Management, Inc. | 29 | $433 | 0.00% | +29 | New |
| Retirement Wealth Solutions LLC | 27 | $421 | 0.00% | +27 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 24 | $402 | 0.00% | −3,462−99.3% | Reduced |
| Putney Financial Group LLC | 25 | $378 | 0.00% | +25 | New |
| Oakworth Capital, Inc. | 25 | $373 | 0.00% | −186−88.2% | Reduced |
| Central Pacific Bank - Trust Division | 25 | $373 | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 25 | $373 | 0.00% | +18+257.1% | Added |
| Generali Asset Management SPA SGR | 25 | $373 | 0.00% | +25 | New |
| Strategic Investment Solutions, Inc. | 25 | $368 | 0.00% | +1+4.2% | Added |
| PSI Advisors, LLC | 25 | $363 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 24 | $362 | 0.00% | −69−74.2% | Reduced |
| Pacific Center for Financial Services | 24 | $359 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 24 | $358 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 23 | $343 | 0.00% | −522−95.8% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 23 | $343 | 0.00% | +23 | New |
| Riggs Asset Managment Co. Inc. | 21 | $308 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 20 | $299 | 0.00% | +20 | New |
| Concord Wealth Partners | 20 | $298 | 0.00% | −1,015−98.1% | Reduced |
| Country Trust Bank | 20 | $298 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $298 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $298 | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 20 | $298 | 0.00% | +20 | New |
| Raiffeisen Bank International AG | 20 | $298 | 0.00% | +20 | New |
| Sugarloaf Wealth Management, LLC | 18 | $272 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $269 | 0.00% | −15−45.5% | Reduced |
| Creekmur Asset Management LLC | 18 | $265 | 0.00% | −49−73.1% | Reduced |
| Compass Wealth Management LLC | 16 | $239 | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 15 | $224 | 0.00% | −104−87.4% | Reduced |
| Lowe Wealth Advisors, LLC | 15 | $224 | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 15 | $224 | 0.00% | +15 | New |
| Transce3nd, LLC | 15 | $224 | 0.00% | +15 | New |
| Graney & King, LLC | 15 | $224 | 0.00% | +15 | New |
| West Financial Advisors, LLC | 14 | $209 | 0.00% | +9+180.0% | Added |
| Financial Management Professionals, Inc. | 13 | $194 | 0.00% | −13−50.0% | Reduced |
| Robinswood Financial LLC | 12 | $190 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 12 | $180 | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 11 | $169 | 0.00% | +11 | New |
| GPS Wealth Strategies Group, LLC | 11 | $167 | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 11 | $164 | 0.00% | −85−88.5% | Reduced |
| Evelyn Partners Investment Management LLP | 11 | $164 | 0.00% | +11 | New |
| Future Financial Wealth Managment LLC | 10 | $149 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 10 | $149 | 0.00% | +4+66.7% | Added |