| Parkworth Wealth Management, Inc. | 1 | $90 | 0.00% | +1 | New |
| Rothschild Investment LLC | 2 | $180 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $180 | 0.00% | +2 | New |
| Grove Bank & Trust | 2 | $180 | 0.00% | +2 | New |
| High Note Wealth, LLC | 2 | $180 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 3 | $271 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3 | $271 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $361 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $361 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 5 | $452 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $541 | 0.00% | −9−60.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $632 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 8 | $722 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $812 | 0.00% | +2+28.6% | Added |
| New Millennium Group LLC | 10 | $888 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $1.00K | 0.00% | +6+40.0% | Added |
| Fairman Group, LLC | 12 | $1.08K | 0.00% | −13−52.0% | Reduced |
| Fortitude Family Office, LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 13 | $1.17K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 14 | $1.26K | 0.00% | +14 | New |
| Citizens National Bank Trust Department | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 16 | $1.44K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 18 | $1.62K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 24 | $2.00K | 0.00% | +24 | New |
| Human Investing LLC | 23 | $2.10K | 0.00% | +23 | New |
| Medallion Wealth Advisors, LLC | 27 | $2.44K | 0.00% | +27 | New |
| Transce3nd, LLC | 29 | $2.62K | 0.00% | +29 | New |
| Foster Dykema Cabot & Partners, LLC | 31 | $2.80K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 31 | $2.80K | 0.00% | +31 | New |
| Beaird Harris Wealth Management, LLC | 32 | $2.89K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $3.00K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 34 | $3.07K | 0.00% | +34 | New |
| Continuum Advisory, LLC | 35 | $3.16K | 0.00% | −7−16.7% | Reduced |
| Global Financial Private Client, LLC | 37 | $3.34K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 38 | $3.43K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 44 | $3.97K | 0.00% | +44 | New |
| Retirement Wealth Solutions LLC | 45 | $4.00K | 0.00% | +45 | New |
| Fedenia Advisers LLC | 52 | $4.69K | 0.00% | +52 | New |
| Park Square Financial Group, LLC | 52 | $4.69K | 0.00% | +52 | New |
| Farther Finance Advisors, LLC | 54 | $4.87K | 0.00% | +8+17.4% | Added |
| Allworth Financial LP | 55 | $4.95K | 0.00% | +6+12.2% | Added |
| Gables Capital Management Inc. | 56 | $5.05K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 56 | $5.05K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 57 | $5.14K | 0.01% | +57 | New |
| Optiver Holding B.V. | 58 | $5.23K | 0.00% | +58 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 60 | $5.41K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 61 | $5.50K | 0.00% | −20−24.7% | Reduced |
| Wolff Wiese Magana LLC | 66 | $5.95K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 67 | $6.04K | 0.01% | +67 | New |
| Tucker Asset Management LLC | 73 | $6.58K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 73 | $6.58K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 76 | $6.86K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 77 | $6.96K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 80 | $7.20K | 0.00% | −1,006−92.6% | Reduced |
| Sugarloaf Wealth Management, LLC | 80 | $7.22K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 83 | $7.49K | 0.00% | +5+6.4% | Added |
| Harbour Investments, Inc. | 87 | $7.85K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 87 | $7.85K | 0.00% | +87 | New |
| JFS Wealth Advisors, LLC | 93 | $8.39K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $9.02K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 100 | $9.02K | 0.01% | +100 | New |
| HHM Wealth Advisors, LLC | 102 | $9.20K | 0.00% | +2+2.0% | Added |
| Valued Wealth Advisors LLC | 108 | $9.74K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 114 | $10.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 118 | $10.6K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 126 | $11.4K | 0.00% | −5−3.8% | Reduced |
| Cornerstone Planning Group LLC | 135 | $12.3K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 175 | $15.8K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 185 | $16.7K | 0.02% | +185 | New |
| Venturi Wealth Management, LLC | 191 | $17.2K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 197 | $17.8K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 222 | $20.0K | 0.00% | +222 | New |
| Contravisory Investment Management, Inc. | 232 | $20.9K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 243 | $21.9K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 249 | $22.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 274 | $24.7K | 0.00% | +117+74.5% | Added |
| Oakworth Capital, Inc. | 288 | $26.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 301 | $27.2K | 0.00% | +301 | New |
| Principal Securities, Inc. | 302 | $27.2K | 0.00% | +94+45.2% | Added |
| Versant Capital Management, Inc | 305 | $27.5K | 0.01% | +176+136.4% | Added |
| LGT Financial Advisors LLC | 311 | $28.1K | 0.06% | 00.0% | Unchanged |
| Quarry LP | 314 | $28.3K | 0.01% | −1,338−81.0% | Reduced |
| Huntington National Bank | 320 | $28.9K | 0.00% | +7+2.2% | Added |
| GW&K Investment Management, LLC | 322 | $29.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 327 | $29.5K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 331 | $29.9K | 0.00% | −13−3.8% | Reduced |
| GWM Advisors LLC | 384 | $34.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 390 | $35.2K | 0.00% | +129+49.4% | Added |
| Steward Partners Investment Advisory, LLC | 390 | $35.2K | 0.00% | +16+4.3% | Added |
| Accent Capital Management, LLC | 391 | $35.3K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 411 | $37.1K | 0.02% | +411 | New |
| Caitong International Asset Management Co., Ltd | 417 | $37.6K | 0.04% | +417 | New |
| Geneos Wealth Management Inc. | 443 | $40.0K | 0.00% | +350+376.3% | Added |
| Longview Financial Advisors LLC | 497 | $44.8K | 0.03% | +497 | New |
| Gulf International Bank (UK) Ltd | 506 | $45.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 527 | $47.5K | 0.00% | +527 | New |
| GeoWealth Management, LLC | 580 | $52.3K | 0.00% | +72+14.2% | Added |
| Van Hulzen Asset Management, LLC | 600 | $54.1K | 0.00% | +600 | New |