| Abound Wealth Management | 1 | $199 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 1 | $222 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $222 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $223 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $223 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $223 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $444 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $889 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 4 | $889 | 0.00% | +4 | New |
| South State Corp. | 4 | $890 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $890 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $890 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 5 | $1.11K | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $1.11K | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.33K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $1.33K | 0.00% | +1+20.0% | Added |
| Reyes Financial Architecture, Inc. | 6 | $1.33K | 0.00% | +6 | New |
| Nvest Wealth Strategies, Inc. | 6 | $1.33K | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 7 | $1.56K | 0.00% | +3+75.0% | Added |
| Westside Investment Management, Inc. | 7 | $1.56K | 0.00% | +7 | New |
| Cromwell Holdings LLC | 8 | $1.78K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 8 | $1.78K | 0.00% | +8 | New |
| Optima Capital LLC | 8 | $1.78K | 0.00% | +8 | New |
| Johnson Financial Group, Inc. | 8 | $1.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $2.00K | 0.00% | +6+200.0% | Added |
| Paladin Partners, LLC | 10 | $2.22K | 0.00% | +10 | New |
| Bare Financial Services, Inc | 11 | $2.44K | 0.00% | −2−15.4% | Reduced |
| Asset Dedication, LLC | 12 | $2.67K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $2.67K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 14 | $3.00K | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 14 | $3.11K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 14 | $3.11K | 0.00% | +12+600.0% | Added |
| Retirement Wealth Solutions LLC | 14 | $3.11K | 0.00% | +3+27.3% | Added |
| Turning Point Benefit Group, Inc. | 15 | $3.33K | 0.00% | +14+1,400.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 15 | $3.33K | 0.00% | +15 | New |
| Basecamp Wealth Advisors LLC | 16 | $3.56K | 0.00% | +16 | New |
| Bruce G. Allen Investments, LLC | 17 | $3.78K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 17 | $3.79K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 19 | $4.22K | 0.00% | −15−44.1% | Reduced |
| Sound Income Strategies, LLC | 18 | $4.77K | 0.00% | +18 | New |
| Red Tortoise LLC | 22 | $4.89K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $5.00K | 0.00% | −1−3.7% | Reduced |
| Atlantic Trust, LLC | 24 | $5.33K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 24 | $5.33K | 0.00% | +24 | New |
| Oakworth Capital, Inc. | 25 | $5.56K | 0.00% | +25 | New |
| MCF Advisors LLC | 25 | $5.56K | 0.00% | +25 | New |
| Horizon Bancorp Inc | 29 | $6.00K | 0.00% | +29 | New |
| JDM Financial Group LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 21 | $6.33K | 0.00% | −329−94.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 29 | $6.35K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 29 | $6.45K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 31 | $6.89K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 31 | $6.89K | 0.00% | +31 | New |
| Pinnacle Wealth Planning Services, Inc. | 32 | $7.11K | 0.00% | +32 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 34 | $7.56K | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 36 | $8.02K | 0.00% | +36 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $8.40K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 41 | $9.11K | 0.00% | −97−70.3% | Reduced |
| Sachetta, LLC | 41 | $9.12K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 45 | $9.99K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 48 | $10.7K | 0.00% | −9−15.8% | Reduced |
| Prestige Wealth Management Group LLC | 48 | $10.7K | 0.00% | +48 | New |
| St Germain D J Co Inc | 49 | $10.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 49 | $10.9K | 0.00% | +10+25.6% | Added |
| SWAN Capital LLC | 49 | $10.9K | 0.00% | +30+157.9% | Added |
| Islay Capital Management, LLC | 50 | $11.1K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 50 | $11.1K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $11.1K | 0.00% | +50 | New |
| Tidemark, LLC | 50 | $11.1K | 0.00% | +50 | New |
| Lodestone Wealth Management LLC | 50 | $11.1K | 0.00% | +50 | New |
| First Horizon Corp | 55 | $12.2K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 55 | $12.2K | 0.00% | +55 | New |
| City State Bank | 56 | $12.4K | 0.00% | +6+12.0% | Added |
| Archer Investment Corp | 57 | $12.7K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 58 | $12.9K | 0.00% | +46+383.3% | Added |
| Fortitude Family Office, LLC | 62 | $13.8K | 0.00% | +11+21.6% | Added |
| Graney & King, LLC | 62 | $13.8K | 0.01% | +62 | New |
| NBC Securities, Inc. | 65 | $14.4K | 0.00% | −10−13.3% | Reduced |
| GHP Investment Advisors, Inc. | 66 | $14.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 67 | $14.9K | 0.00% | +8+13.6% | Added |
| CVA Family Office, LLC | 68 | $15.1K | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 69 | $15.3K | 0.00% | +69 | New |
| Grove Bank & Trust | 70 | $15.6K | 0.00% | +70 | New |
| Morton Brown Family Wealth, LLC | 70 | $15.6K | 0.00% | +70 | New |
| Gleason Group, Inc. | 70 | $15.6K | 0.00% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 74 | $16.3K | 0.01% | +74 | New |
| Zions Bancorporation, National Association | 77 | $17.1K | 0.00% | +77 | New |
| Central Trust Co | 80 | $17.8K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $17.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 80 | $17.8K | 0.00% | −375−82.4% | Reduced |
| ZRC Wealth Management, LLC | 83 | $18.5K | 0.01% | +83 | New |
| Bell Investment Advisors, Inc | 86 | $19.1K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 90 | $20.0K | 0.01% | +90 | New |
| Allianz SE | 92 | $20.5K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 95 | $21.0K | 0.01% | −3,945−97.6% | Reduced |
| Dunhill Financial, LLC | 95 | $21.2K | 0.01% | +95 | New |