| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $74 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $82 | 0.00% | −6−85.7% | Reduced |
| Turning Point Benefit Group, Inc. | 3 | $232 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 3 | $245 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $310 | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 4 | $327 | 0.00% | +4 | New |
| Strengthening Families & Communities, LLC | 4 | $329 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 5 | $381 | 0.00% | −5−50.0% | Reduced |
| Seneschal Advisors, LLC | 5 | $408 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $489 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $571 | 0.00% | +7 | New |
| Millstone Evans Group, LLC | 8 | $652 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 8 | $652 | 0.00% | +8 | New |
| Halbert Hargrove Global Advisors, LLC | 8 | $653 | 0.00% | +8 | New |
| Caitlin John, LLC | 8 | $656 | 0.00% | +8 | New |
| IMG Wealth Management, Inc. | 9 | $734 | 0.00% | +9 | New |
| Activest Wealth Management | 10 | $815 | 0.00% | +4+66.7% | Added |
| Financial Network Wealth Advisors LLC | 11 | $897 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 11 | $897 | 0.00% | +5+83.3% | Added |
| United Community Bank | 11 | $897 | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 12 | $978 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 20 | $1.00K | 0.00% | −1−4.8% | Reduced |
| ORG Partners LLC | 14 | $1.14K | 0.00% | +7+100.0% | Added |
| Clark Wealth Partners | 15 | $1.21K | 0.00% | −131−89.7% | Reduced |
| Principia Wealth Advisory, LLC | 15 | $1.22K | 0.00% | −1−6.3% | Reduced |
| Anchor Investment Management, LLC | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 16 | $1.30K | 0.00% | +2+14.3% | Added |
| Tortoise Investment Management, LLC | 17 | $1.39K | 0.00% | +9+112.5% | Added |
| Kilter Group LLC | 17 | $1.39K | 0.00% | +17 | New |
| Bay Harbor Wealth Management, LLC | 18 | $1.47K | 0.00% | +3+20.0% | Added |
| UMA Financial Services, Inc. | 18 | $1.47K | 0.00% | −15−45.5% | Reduced |
| Sachetta, LLC | 19 | $1.55K | 0.00% | +19 | New |
| Wolff Wiese Magana LLC | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 21 | $1.71K | 0.00% | +13+162.5% | Added |
| SJS Investment Consulting Inc. | 23 | $1.88K | 0.00% | +7+43.8% | Added |
| Princeton Global Asset Management LLC | 23 | $1.91K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 28 | $2.00K | 0.00% | +28 | New |
| South State Corp. | 27 | $2.20K | 0.00% | −35−56.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 28 | $2.30K | 0.00% | +28 | New |
| PFS Partners, LLC | 31 | $2.53K | 0.00% | +31 | New |
| Winnow Wealth LLC | 31 | $2.54K | 0.00% | +31 | New |
| Fortis Group Advisors, LLC | 32 | $2.61K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 34 | $2.77K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $2.82K | 0.00% | −6−14.3% | Reduced |
| Ameritas Advisory Services, LLC | 35 | $2.85K | 0.00% | −431−92.5% | Reduced |
| Creative Financial Designs Inc | 35 | $2.85K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 36 | $2.94K | 0.00% | 00.0% | Unchanged |
| Strive Asset Management, LLC | 38 | $3.10K | 0.00% | +38 | New |
| Howard Hughes Medical Institute | 42 | $3.42K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 44 | $3.59K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 50 | $3.63K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 49 | $4.03K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 51 | $4.16K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 55 | $4.48K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 56 | $4.57K | 0.00% | +56 | New |
| Comprehensive Financial Planning, Inc. | 59 | $4.83K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 62 | $5.05K | 0.00% | +62 | New |
| Salomon & Ludwin, LLC | 68 | $5.28K | 0.00% | +68 | New |
| Caitong International Asset Management Co., Ltd | 67 | $5.46K | 0.00% | −585−89.7% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 67 | $5.46K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 67 | $5.46K | 0.00% | +18+36.7% | Added |
| JNBA Financial Advisors | 69 | $5.61K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 69 | $5.62K | 0.00% | +1+1.5% | Added |
| Financial Management Professionals, Inc. | 69 | $5.67K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 70 | $5.71K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 72 | $5.89K | 0.00% | +72 | New |
| Caldwell Sutter Capital, Inc. | 74 | $6.03K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 79 | $6.04K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 75 | $6.12K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 77 | $6.28K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 79 | $6.44K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 82 | $6.68K | 0.00% | +3+3.8% | Added |
| Quaker Wealth Management, LLC | 84 | $6.85K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 84 | $6.85K | 0.01% | +47+127.0% | Added |
| Horizon Financial Services, LLC | 84 | $6.85K | 0.00% | +58+223.1% | Added |
| Ancora Advisors, LLC | 85 | $6.93K | 0.00% | −101−54.3% | Reduced |
| McIlrath & Eck, LLC | 86 | $7.01K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 88 | $7.17K | 0.00% | +88 | New |
| General Partner, Inc. | 90 | $7.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 91 | $7.42K | 0.00% | −17−15.7% | Reduced |
| Zions Bancorporation, National Association | 96 | $7.83K | 0.00% | +49+104.3% | Added |
| Albion Financial Group | 100 | $8.15K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $8.15K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $8.15K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $8.15K | 0.00% | +100 | New |
| Moisand Fitzgerald Tamayo, LLC | 103 | $8.40K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 116 | $9.46K | 0.00% | −33−22.1% | Reduced |
| Aspect Partners, LLC | 117 | $9.54K | 0.00% | +23+24.5% | Added |
| JFS Wealth Advisors, LLC | 128 | $10.4K | 0.00% | −75−36.9% | Reduced |
| Vermillion Wealth Management, Inc. | 134 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 134 | $10.9K | 0.00% | +134 | New |
| Quest 10 Wealth Builders, Inc. | 141 | $11.5K | 0.01% | −2−1.4% | Reduced |
| WealthCollab, LLC | 147 | $12.0K | 0.01% | −14−8.7% | Reduced |
| MCF Advisors LLC | 155 | $12.7K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 158 | $12.9K | 0.01% | +100+172.4% | Added |
| Rakuten Securities, Inc. | 168 | $13.7K | 0.01% | 00.0% | Unchanged |
| Davis Capital Management | 172 | $14.0K | 0.01% | +172 | New |