| Crewe Advisors LLC | 1 | $48 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $48 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 2 | $95 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $96 | 0.00% | +2 | New |
| Kilter Group LLC | 3 | $132 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4 | $191 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $191 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 5 | $238 | 0.00% | +2+66.7% | Added |
| Golden State Wealth Management, LLC | 5 | $276 | 0.00% | 00.0% | Unchanged |
| Motco | 6 | $286 | 0.00% | +6 | New |
| MV Capital Management, Inc. | 6 | $287 | 0.00% | −1−14.3% | Reduced |
| Sunrise Financial Services, LLC | 9 | $429 | 0.00% | +9 | New |
| Sachetta, LLC | 10 | $477 | 0.00% | −139−93.3% | Reduced |
| UMA Financial Services, Inc. | 11 | $525 | 0.00% | −63−85.1% | Reduced |
| Signature Resources Capital Management, LLC | 13 | $620 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $668 | 0.00% | −1−6.7% | Reduced |
| Hughes Financial Services, LLC | 15 | $715 | 0.00% | +11+275.0% | Added |
| Nemes Rush Group LLC | 16 | $763 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 19 | $906 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 20 | $954 | 0.00% | +20 | New |
| Avion Wealth | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 22 | $1.13K | 0.00% | +22 | New |
| Silver Grove Financial Group, Inc. | 24 | $1.16K | 0.00% | +24 | New |
| Investors Portfolio Services LLC | 28 | $1.33K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 30 | $1.43K | 0.00% | +2+7.1% | Added |
| LRI Investments, LLC | 31 | $1.48K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 39 | $1.86K | 0.00% | −9−18.8% | Reduced |
| Bare Financial Services, Inc | 40 | $1.91K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 40 | $1.91K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 44 | $2.10K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 44 | $2.10K | 0.00% | +17+63.0% | Added |
| Rosenberg Matthew Hamilton | 47 | $2.24K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 50 | $2.38K | 0.00% | −42−45.7% | Reduced |
| JFS Wealth Advisors, LLC | 52 | $2.48K | 0.00% | +52 | New |
| Cornerstone Financial Management LLC | 54 | $2.58K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 59 | $2.81K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 60 | $2.86K | 0.00% | +30+100.0% | Added |
| HGK Asset Management Inc | 61 | $2.91K | 0.00% | +61 | New |
| TD Private Client Wealth LLC | 69 | $3.29K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 72 | $3.46K | 0.00% | +72 | New |
| Tidemark, LLC | 76 | $3.62K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 79 | $3.77K | 0.00% | −242−75.4% | Reduced |
| 1 North Wealth Services LLC | 87 | $4.15K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 91 | $4.34K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 92 | $4.37K | 0.00% | +2+2.2% | Added |
| Crews Bank & Trust | 100 | $4.77K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 100 | $4.77K | 0.00% | +100 | New |
| Cornerstone Planning Group LLC | 95 | $4.83K | 0.00% | +23+31.9% | Added |
| Capital Advisors, Ltd. LLC | 108 | $5.00K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 109 | $5.21K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 113 | $5.39K | 0.00% | −5−4.2% | Reduced |
| Brown Brothers Harriman & Co | 121 | $5.77K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 124 | $5.91K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 126 | $6.01K | 0.00% | +7+5.9% | Added |
| GHP Investment Advisors, Inc. | 127 | $6.06K | 0.00% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 127 | $6.11K | 0.00% | +127 | New |
| Salem Investment Counselors Inc | 131 | $6.25K | 0.00% | −131−50.0% | Reduced |
| WealthCollab, LLC | 132 | $6.29K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 137 | $6.53K | 0.00% | +23+20.2% | Added |
| AdvisorNet Financial, Inc | 153 | $7.29K | 0.00% | +2+1.3% | Added |
| Action Point Financial Planning, LLC | 162 | $7.53K | 0.00% | +162 | New |
| WPG Advisers, LLC | 162 | $7.72K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 170 | $8.13K | 0.00% | +170 | New |
| Delta Asset Management LLC | 171 | $8.15K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 173 | $8.25K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 184 | $8.55K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 182 | $8.69K | 0.00% | +2+1.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 184 | $8.78K | 0.00% | +2+1.1% | Added |
| Trust Co of Vermont | 205 | $9.77K | 0.00% | +205 | New |
| Cape Investment Advisory, Inc. | 205 | $9.77K | 0.00% | +205 | New |
| Atlas Capital Advisors LLC | 221 | $10.5K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 222 | $10.6K | 0.01% | +222 | New |
| Meeder Asset Management Inc | 243 | $11.6K | 0.00% | +242+24,200.0% | Added |
| Farmers & Merchants Investments Inc | 250 | $11.9K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 260 | $12.4K | 0.00% | +4+1.6% | Added |
| Financial Network Wealth Advisors LLC | 267 | $12.7K | 0.01% | +2+0.8% | Added |
| CX Institutional | 282 | $13.0K | 0.00% | +1+0.4% | Added |
| Parkside Financial Bank & Trust | 276 | $13.2K | 0.00% | −7−2.5% | Reduced |
| Zions Bancorporation, National Association | 276 | $13.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 281 | $13.4K | 0.00% | +181+181.0% | Added |
| Danske Bank A/S | 300 | $14.3K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 291 | $14.4K | 0.01% | +291 | New |
| Chilton Capital Management LLC | 315 | $15.0K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 324 | $15.4K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 326 | $15.5K | 0.00% | +5+1.6% | Added |
| Chelsea Counsel Co | 333 | $15.9K | 0.01% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 344 | $16.4K | 0.01% | −7−2.0% | Reduced |
| Bell Investment Advisors, Inc | 346 | $16.5K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 350 | $16.7K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 352 | $16.8K | 0.00% | +5+1.4% | Added |
| Atlantic Trust, LLC | 360 | $17.2K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 366 | $17.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 375 | $18.1K | 0.00% | −3,000−88.9% | Reduced |
| Ronald Blue Trust, Inc. | 394 | $18.8K | 0.00% | −14−3.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 422 | $20.1K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 428 | $20.6K | 0.00% | +5+1.2% | Added |
| IFG Advisory, LLC | 460 | $21.9K | 0.00% | +460 | New |
| Wolff Wiese Magana LLC | 460 | $21.9K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 465 | $22.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 465 | $22.2K | 0.00% | +465 | New |