| Cloud Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $7 | 0.00% | −4−100.0% | Reduced |
| High Note Wealth, LLC | 1 | $108 | 0.00% | −1−50.0% | Reduced |
| Activest Wealth Management | 2 | $217 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 16 | $304 | 0.00% | −107−87.0% | Reduced |
| Quaker Wealth Management, LLC | 3 | $326 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $433 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $433 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4 | $433 | 0.00% | +4 | New |
| Breakwater Investment Management | 4 | $434 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 5 | $514 | 0.00% | +1+25.0% | Added |
| Rialto Wealth Management, LLC | 5 | $542 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $542 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 5 | $542 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 5 | $542 | 0.00% | +5 | New |
| Salomon & Ludwin, LLC | 5 | $542 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 6 | $651 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $802 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 8 | $867 | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 9 | $975 | 0.00% | +2+28.6% | Added |
| New Millennium Group LLC | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10 | $1.08K | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 12 | $1.30K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12 | $1.30K | 0.00% | +4+50.0% | Added |
| Bogart Wealth, LLC | 13 | $1.41K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 15 | $1.63K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $1.95K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 19 | $2.06K | 0.00% | +19 | New |
| Hughes Financial Services, LLC | 23 | $2.32K | 0.00% | −10−30.3% | Reduced |
| Rossby Financial, LCC | 25 | $2.69K | 0.00% | +25 | New |
| Rothschild Investment LLC | 26 | $2.82K | 0.00% | +9+52.9% | Added |
| UMA Financial Services, Inc. | 26 | $2.82K | 0.00% | +5+23.8% | Added |
| Medallion Wealth Advisors, LLC | 27 | $2.93K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 28 | $3.03K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 28 | $3.03K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 28 | $3.04K | 0.00% | +28 | New |
| TCTC Holdings, LLC | 31 | $3.36K | 0.00% | −43−58.1% | Reduced |
| Cromwell Holdings LLC | 31 | $3.36K | 0.00% | +11+55.0% | Added |
| Beaird Harris Wealth Management, LLC | 32 | $3.47K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 32 | $3.47K | 0.00% | +9+39.1% | Added |
| Meeder Asset Management Inc | 34 | $3.68K | 0.00% | +3+9.7% | Added |
| Boreal Capital Management LLC | 35 | $3.79K | 0.00% | +35 | New |
| Princeton Global Asset Management LLC | 36 | $3.90K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $4.00K | 0.00% | −1−2.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 40 | $5.00K | 0.00% | +40 | New |
| Oakworth Capital, Inc. | 52 | $5.63K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 53 | $5.74K | 0.00% | +53 | New |
| Quent Capital, LLC | 55 | $5.96K | 0.00% | +55 | New |
| Gables Capital Management Inc. | 56 | $6.07K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 56 | $6.07K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 60 | $6.50K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 66 | $7.15K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 67 | $7.26K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 76 | $8.23K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 77 | $8.34K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 78 | $8.45K | 0.00% | −520−87.0% | Reduced |
| Private Trust Co NA | 80 | $8.67K | 0.00% | +28+53.8% | Added |
| FWL Investment Management, LLC | 87 | $9.43K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 89 | $9.64K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 93 | $10.1K | 0.01% | +48+106.7% | Added |
| Transamerica Financial Advisors, Inc. | 95 | $10.2K | 0.00% | +15+18.8% | Added |
| CVA Family Office, LLC | 96 | $10.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 99 | $10.7K | 0.00% | +3+3.1% | Added |
| HHM Wealth Advisors, LLC | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 100 | $10.8K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 101 | $10.9K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 102 | $11.1K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 103 | $11.2K | 0.01% | +103 | New |
| CoreCap Advisors, LLC | 105 | $11.4K | 0.00% | −46−30.5% | Reduced |
| Valued Wealth Advisors LLC | 108 | $11.7K | 0.01% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 114 | $12.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 114 | $12.4K | 0.00% | −108−48.6% | Reduced |
| Bell Investment Advisors, Inc | 131 | $14.2K | 0.00% | +4+3.1% | Added |
| Kerr Financial Planning Corp | 147 | $14.7K | 0.02% | +147 | New |
| Osterweis Capital Management Inc | 145 | $15.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 145 | $15.7K | 0.00% | +64+79.0% | Added |
| Larson Financial Group LLC | 157 | $17.0K | 0.00% | −1−0.6% | Reduced |
| West Branch Capital LLC | 175 | $19.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 178 | $19.3K | 0.00% | +81+83.5% | Added |
| Cullen/Frost Bankers, Inc. | 212 | $23.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 220 | $23.8K | 0.00% | +14+6.8% | Added |
| South State Corp. | 221 | $23.9K | 0.00% | −232−51.2% | Reduced |
| Contravisory Investment Management, Inc. | 232 | $25.1K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 243 | $26.3K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 256 | $27.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 270 | $29.3K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 279 | $30.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 283 | $30.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 322 | $35.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 325 | $35.2K | 0.00% | −2−0.6% | Reduced |
| Colonial Trust Co | 327 | $35.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 381 | $41.3K | 0.00% | +349+1,090.6% | Added |
| Rise Advisors, LLC | 383 | $41.5K | 0.01% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 391 | $42.4K | 0.02% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 438 | $47.5K | 0.00% | +438 | New |
| Geneos Wealth Management Inc. | 448 | $48.5K | 0.00% | −103−18.7% | Reduced |
| State of Wyoming | 450 | $48.8K | 0.01% | +17+3.9% | Added |
| Point72 (DIFC) Ltd | 456 | $49.4K | 0.00% | +456 | New |
| Longview Financial Advisors LLC | 497 | $53.9K | 0.03% | 00.0% | Unchanged |