| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $199 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $199 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 1 | $200 | 0.00% | −1−50.0% | Reduced |
| Stone House Investment Management, LLC | 1 | $200 | 0.00% | −1−50.0% | Reduced |
| 1015 Capital Partners, LLC | 1 | $200 | 0.00% | −1−50.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $200 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $200 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $200 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $200 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $200 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $200 | 0.00% | +1 | New |
| Investors Portfolio Services LLC | 1 | $200 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 3 | $599 | 0.00% | −6−66.7% | Reduced |
| Burk Holdings LLC | 3 | $599 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 3 | $599 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 4 | $798 | 0.00% | −35−89.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $798 | 0.00% | −4−50.0% | Reduced |
| Continuum Advisory, LLC | 4 | $798 | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 5 | $998 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $999 | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 6 | $1.20K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 6 | $1.20K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 6 | $1.20K | 0.00% | +6 | New |
| Planning Strategies Inc. | 6 | $1.20K | 0.00% | +6 | New |
| Westside Investment Management, Inc. | 7 | $1.40K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $1.40K | 0.00% | +1+16.7% | Added |
| Johnson Financial Group, Inc. | 8 | $1.60K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $1.80K | 0.00% | −3−25.0% | Reduced |
| Hughes Financial Services, LLC | 9 | $1.80K | 0.00% | −1−10.0% | Reduced |
| Private Wealth Management Group, LLC | 9 | $1.80K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 9 | $1.80K | 0.00% | +4+80.0% | Added |
| HFM Investment Advisors, LLC | 9 | $1.80K | 0.00% | +4+80.0% | Added |
| Breakwater Investment Management | 9 | $1.80K | 0.00% | +9 | New |
| NBT Bank N A | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | +4+66.7% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $2.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $2.79K | 0.00% | −2−12.5% | Reduced |
| Raffa Wealth Management, LLC | 15 | $2.99K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 15 | $3.02K | 0.00% | −2−11.8% | Reduced |
| Alpine Bank Wealth Management | 16 | $3.19K | 0.00% | +16 | New |
| Private Trust Co NA | 17 | $3.39K | 0.00% | −31−64.6% | Reduced |
| Bruce G. Allen Investments, LLC | 17 | $3.39K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 17 | $3.39K | 0.00% | +17 | New |
| Silver Grove Financial Group, Inc. | 17 | $3.39K | 0.00% | +14+466.7% | Added |
| Eastern Bank | 18 | $3.59K | 0.00% | +18 | New |
| Ameriflex Group, Inc. | 18 | $3.59K | 0.00% | +18 | New |
| Manning & Napier Advisors LLC | 18 | $3.64K | 0.00% | +18 | New |
| Truvestments Capital LLC | 19 | $3.79K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 20 | $3.99K | 0.00% | +15+300.0% | Added |
| Security National Bank of So Dak | 20 | $3.99K | 0.00% | +20 | New |
| Tradewinds Capital Management, LLC | 20 | $3.99K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 20 | $3.99K | 0.00% | +6+42.9% | Added |
| Synergy Investment Management, LLC | 21 | $4.11K | 0.00% | +21 | New |
| Cedar Mountain Advisors, LLC | 21 | $4.19K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 23 | $4.59K | 0.00% | −4−14.8% | Reduced |
| Atlantic Trust, LLC | 24 | $4.79K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 24 | $4.79K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 24 | $4.84K | 0.00% | −9−27.3% | Reduced |
| Oakworth Capital, Inc. | 25 | $4.97K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 25 | $4.99K | 0.00% | +11+78.6% | Added |
| Highland Investment Advisors LLC | 25 | $5.00K | 0.00% | +25 | New |
| CX Institutional | 23 | $5.00K | 0.00% | +13+130.0% | Added |
| JDM Financial Group LLC | 27 | $5.39K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 27 | $5.43K | 0.00% | +5+22.7% | Added |
| Caldwell Sutter Capital, Inc. | 29 | $5.71K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 29 | $5.79K | 0.00% | −5−14.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 30 | $5.99K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 33 | $6.59K | 0.00% | −8−19.5% | Reduced |
| Sachetta, LLC | 33 | $6.59K | 0.00% | −24−42.1% | Reduced |
| Bogart Wealth, LLC | 35 | $6.99K | 0.00% | −61−63.5% | Reduced |
| Avion Wealth | 37 | $7.00K | 0.00% | +11+42.3% | Added |
| Rothschild Investment LLC | 36 | $7.19K | 0.00% | −2−5.3% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 39 | $7.78K | 0.00% | +39 | New |
| Manchester Capital Management LLC | 42 | $8.38K | 0.00% | −3−6.7% | Reduced |
| Godsey & Gibb Associates | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 46 | $9.18K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 48 | $9.58K | 0.00% | −7−12.7% | Reduced |
| St Germain D J Co Inc | 49 | $9.78K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 49 | $9.78K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 50 | $9.98K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 50 | $9.98K | 0.00% | +50 | New |
| Islay Capital Management, LLC | 50 | $9.98K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 50 | $9.98K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 50 | $9.98K | 0.00% | +42+525.0% | Added |
| Bryn Mawr Trust Co | 51 | $10.2K | 0.00% | +51 | New |
| Bare Financial Services, Inc | 55 | $11.0K | 0.00% | +39+243.8% | Added |
| Owl Creek Wealth Partners LLC | 55 | $11.0K | 0.00% | −15−21.4% | Reduced |
| SHP Wealth Management | 56 | $11.1K | 0.00% | +17+43.6% | Added |
| City State Bank | 56 | $11.2K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 56 | $11.2K | 0.00% | +1+1.8% | Added |
| Abound Wealth Management | 56 | $11.2K | 0.00% | −1−1.8% | Reduced |
| First Horizon Corp | 60 | $12.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 61 | $12.2K | 0.00% | +59+2,950.0% | Added |
| Graney & King, LLC | 62 | $12.4K | 0.00% | 00.0% | Unchanged |