| Wood Tarver Financial Group, LLC | 10 | $0 | 0.00% | +10 | New |
| Capital A Wealth Management, LLC | 1 | $41 | 0.00% | +1 | New |
| Banque Transatlantique SA | 2 | $81 | 0.00% | +2 | New |
| High Note Wealth, LLC | 3 | $122 | 0.00% | +3 | New |
| Transce3nd, LLC | 3 | $122 | 0.00% | +3 | New |
| Creekmur Asset Management LLC | 4 | $143 | 0.00% | +1+33.3% | Added |
| Winnow Wealth LLC | 5 | $190 | 0.00% | +5 | New |
| Rothschild Investment LLC | 5 | $203 | 0.00% | −3−37.5% | Reduced |
| West Branch Capital LLC | 5 | $203 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $203 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 7 | $284 | 0.00% | +7 | New |
| Clearstead Advisors, LLC | 9 | $365 | 0.00% | +9 | New |
| NewSquare Capital LLC | 9 | $365 | 0.00% | +9 | New |
| VSM Wealth Advisory, LLC | 9 | $365 | 0.00% | +9 | New |
| Steward Partners Investment Advisory, LLC | 9 | $379 | 0.00% | −37−80.4% | Reduced |
| CoreCap Advisors, LLC | 12 | $486 | 0.00% | +5+71.4% | Added |
| HHM Wealth Advisors, LLC | 13 | $527 | 0.00% | +13 | New |
| Distillate Capital Partners LLC | 14 | $567 | 0.00% | +14 | New |
| Heritage Wealth Advisors | 15 | $608 | 0.00% | +3+25.0% | Added |
| WealthTrak Capital Management LLC | 15 | $608 | 0.00% | +15 | New |
| Park Square Financial Group, LLC | 15 | $608 | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 16 | $648 | 0.00% | +16 | New |
| Provenance Wealth Advisors, LLC | 17 | $689 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 17 | $699 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 18 | $717 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $729 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $770 | 0.00% | −93−83.0% | Reduced |
| Plato Investment Management Ltd | 22 | $894 | 0.00% | +22 | New |
| Proequities, Inc. | 23 | $1.04K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 26 | $1.05K | 0.00% | −1−3.7% | Reduced |
| Valued Wealth Advisors LLC | 29 | $1.18K | 0.00% | +11+61.1% | Added |
| Nemes Rush Group LLC | 30 | $1.22K | 0.00% | +30 | New |
| Caitong International Asset Management Co., Ltd | 31 | $1.26K | 0.00% | +31 | New |
| Legacy Investment Solutions, LLC | 30 | $1.28K | 0.00% | +2+7.1% | Added |
| Legacy Wealth Managment, LLC | 30 | $1.28K | 0.00% | +2+7.1% | Added |
| Bell Investment Advisors, Inc | 38 | $1.54K | 0.00% | −20−34.5% | Reduced |
| Horizon Investments, LLC | 39 | $1.58K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 40 | $1.62K | 0.00% | −169−80.9% | Reduced |
| Archer Investment Corp | 40 | $1.62K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 40 | $1.62K | 0.00% | +15+60.0% | Added |
| Laurel Wealth Advisors LLC | 40 | $1.62K | 0.00% | +40 | New |
| Vermillion Wealth Management, Inc. | 41 | $1.65K | 0.00% | +41 | New |
| Transcendent Capital Group LLC | 50 | $2.02K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 51 | $2.07K | 0.00% | +12+30.8% | Added |
| Tortoise Investment Management, LLC | 53 | $2.15K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 58 | $2.35K | 0.00% | +58 | New |
| Prudent Man Investment Management, Inc. | 58 | $2.35K | 0.00% | +58 | New |
| AdvisorNet Financial, Inc | 59 | $2.39K | 0.00% | +3+5.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 70 | $2.87K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 76 | $3.08K | 0.00% | −9−10.6% | Reduced |
| Estabrook Capital Management | 80 | $3.24K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 83 | $3.38K | 0.00% | +69+492.9% | Added |
| Whipplewood Advisors, LLC | 87 | $3.52K | 0.00% | +87 | New |
| BFSG, LLC | 89 | $3.60K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 90 | $3.65K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 95 | $3.85K | 0.00% | +95 | New |
| Farmers & Merchants Investments Inc | 100 | $4.05K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 101 | $4.11K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 106 | $4.29K | 0.00% | +106 | New |
| Salem Investment Counselors Inc | 111 | $4.50K | 0.00% | −23−17.2% | Reduced |
| First Horizon Advisors, Inc. | 113 | $4.58K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 144 | $5.00K | 0.00% | +72+100.0% | Added |
| TCTC Holdings, LLC | 130 | $5.26K | 0.00% | +125+2,500.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 147 | $5.95K | 0.00% | +142+2,840.0% | Added |
| Huntington National Bank | 161 | $6.52K | 0.00% | +5+3.2% | Added |
| Capital Advisors, Ltd. LLC | 164 | $7.00K | 0.00% | +104+173.3% | Added |
| Private Wealth Management Group, LLC | 174 | $7.05K | 0.00% | +128+278.3% | Added |
| Bruce G. Allen Investments, LLC | 196 | $7.94K | 0.01% | −16−7.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 206 | $8.34K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 210 | $8.51K | 0.00% | +84+66.7% | Added |
| Spire Wealth Management | 211 | $8.56K | 0.00% | +6+2.9% | Added |
| Brown Brothers Harriman & Co | 220 | $8.91K | 0.00% | −13−5.6% | Reduced |
| Tacita Capital Inc | 238 | $9.64K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 240 | $9.72K | 0.00% | −53−18.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 286 | $11.6K | 0.00% | +258+921.4% | Added |
| Tompkins Financial Corp | 294 | $11.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 294 | $11.9K | 0.00% | +117+66.1% | Added |
| Westside Investment Management, Inc. | 316 | $12.8K | 0.00% | +2+0.6% | Added |
| Miller Wealth Advisors, LLC | 332 | $13.4K | 0.01% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 347 | $14.0K | 0.00% | −88−20.2% | Reduced |
| Coppell Advisory Solutions LLC | 359 | $14.3K | 0.00% | −1,255−77.8% | Reduced |
| ZRC Wealth Management, LLC | 371 | $15.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 373 | $15.1K | 0.00% | +9+2.5% | Added |
| Harbour Investments, Inc. | 377 | $15.3K | 0.00% | −3−0.8% | Reduced |
| Riverview Trust Co | 412 | $16.7K | 0.02% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 419 | $17.0K | 0.00% | +96+29.7% | Added |
| IFP Advisors, Inc | 443 | $17.9K | 0.00% | +122+38.0% | Added |
| MAI Capital Management | 447 | $18.1K | 0.00% | +447 | New |
| Quent Capital, LLC | 460 | $18.6K | 0.00% | −152−24.8% | Reduced |
| Matrix Trust Co | 478 | $19.0K | 0.00% | +478 | New |
| Synergy Financial Management, LLC | 497 | $19.0K | 0.00% | +497 | New |
| J.Safra Asset Management Corp | 500 | $19.9K | 0.00% | +135+37.0% | Added |
| Harbor Investment Advisory, LLC | 509 | $20.6K | 0.00% | −75−12.8% | Reduced |
| American National Bank | 520 | $21.1K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 527 | $21.3K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 539 | $21.8K | 0.00% | +539 | New |
| Larson Financial Group LLC | 556 | $22.5K | 0.00% | +305+121.5% | Added |
| Avalon Trust Co | 573 | $23.2K | 0.00% | −63−9.9% | Reduced |
| Bayforest Capital Ltd | 577 | $23.4K | 0.03% | +577 | New |
| Allworth Financial LP | 526 | $23.8K | 0.00% | −136−20.5% | Reduced |
