| Millstone Evans Group, LLC | 3 | $338 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5 | $564 | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 8 | $902 | 0.00% | +8 | New |
| Grove Bank & Trust | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 11 | $1.24K | 0.00% | +11 | New |
| Mattson Financial Services, LLC | 11 | $1.24K | 0.00% | +11 | New |
| YANKCOM Partnership | 12 | $1.35K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 16 | $1.80K | 0.00% | +16 | New |
| New England Capital Financial Advisors LLC | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $2.25K | 0.00% | −23−53.5% | Reduced |
| NewSquare Capital LLC | 21 | $2.37K | 0.00% | +2+10.5% | Added |
| LRI Investments, LLC | 22 | $2.46K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 23 | $2.59K | 0.00% | +23 | New |
| Maryland Capital Advisors Inc. | 25 | $2.82K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 25 | $2.87K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 26 | $2.93K | 0.00% | +26 | New |
| Valued Wealth Advisors LLC | 27 | $3.04K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 33 | $3.72K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 39 | $4.40K | 0.00% | −47−54.7% | Reduced |
| Larson Financial Group LLC | 40 | $4.51K | 0.00% | −1,166−96.7% | Reduced |
| Bare Financial Services, Inc | 43 | $4.85K | 0.00% | +43 | New |
| Coston, McIsaac & Partners | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 47 | $5.30K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 59 | $6.65K | 0.00% | +59 | New |
| Pacific Center for Financial Services | 60 | $6.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 61 | $6.88K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 63 | $7.10K | 0.00% | +3+5.0% | Added |
| Rossby Financial, LCC | 61 | $7.18K | 0.00% | +61 | New |
| Clear Investment Research, LLC | 67 | $7.55K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 74 | $8.34K | 0.00% | +2+2.8% | Added |
| Glen Eagle Advisors, LLC | 74 | $8.38K | 0.00% | +60+428.6% | Added |
| Wolff Wiese Magana LLC | 75 | $8.45K | 0.01% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 89 | $10.0K | 0.00% | +89 | New |
| MCF Advisors LLC | 90 | $10.1K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 99 | $11.0K | 0.00% | −98−49.7% | Reduced |
| Highline Wealth Partners LLC | 99 | $11.2K | 0.00% | +3+3.1% | Added |
| TruNorth Capital Management, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 100 | $11.3K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 114 | $12.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 107 | $12.1K | 0.00% | −118−52.4% | Reduced |
| Cornerstone Planning Group LLC | 115 | $13.5K | 0.00% | −6−5.0% | Reduced |
| Hemington Wealth Management | 129 | $14.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 125 | $14.1K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 126 | $14.2K | 0.00% | +120+2,000.0% | Added |
| Fourth Dimension Wealth, LLC | 130 | $14.7K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 133 | $15.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 134 | $15.1K | 0.00% | −14−9.5% | Reduced |
| Centricity Wealth Management, LLC | 145 | $16.3K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 160 | $18.0K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 166 | $18.7K | 0.01% | −44−21.0% | Reduced |
| Capital A Wealth Management, LLC | 179 | $20.2K | 0.02% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 183 | $20.6K | 0.00% | +183 | New |
| Missouri Trust & Investment Co | 200 | $22.5K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 205 | $23.1K | 0.01% | −100−32.8% | Reduced |
| Smartleaf Asset Management LLC | 208 | $23.3K | 0.00% | +2+1.0% | Added |
| Kiker Wealth Management, LLC | 230 | $25.9K | 0.02% | +230 | New |
| Consultiva Wealth Management, Corp. | 160 | $25.9K | 0.09% | +160 | New |
| Salomon & Ludwin, LLC | 234 | $26.4K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 235 | $26.5K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 243 | $27.4K | 0.00% | −50−17.1% | Reduced |
| Roxbury Financial LLC | 235 | $27.7K | 0.03% | +1+0.4% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 250 | $28.2K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 250 | $28.2K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 261 | $29.4K | 0.00% | +250+2,272.7% | Added |
| Optimum Investment Advisors | 265 | $29.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 264 | $30.0K | 0.00% | +2+0.8% | Added |
| Delta Asset Management LLC | 285 | $32.1K | 0.00% | −15−5.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 285 | $32.1K | 0.02% | +285 | New |
| Jackson, Grant Investment Advisers, Inc. | 297 | $33.5K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 300 | $33.8K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 302 | $34.0K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 316 | $35.6K | 0.03% | +10+3.3% | Added |
| Financial Management Professionals, Inc. | 336 | $37.9K | 0.00% | −90−21.1% | Reduced |
| Park Place Capital Corp | 344 | $38.8K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 344 | $38.8K | 0.00% | +257+295.4% | Added |
| Blue Bell Private Wealth Management, LLC | 345 | $38.9K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 368 | $41.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 368 | $41.5K | 0.00% | +178+93.7% | Added |
| Caldwell Sutter Capital, Inc. | 375 | $42.3K | 0.02% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 384 | $43.3K | 0.00% | +384 | New |
| Wayfinding Financial, LLC | 407 | $45.0K | 0.02% | +407 | New |
| Hopwood Financial Services, Inc. | 400 | $45.1K | 0.03% | −100−20.0% | Reduced |
| JFS Wealth Advisors, LLC | 405 | $45.7K | 0.00% | −81−16.7% | Reduced |
| Capital Advisors, Ltd. LLC | 404 | $46.0K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 412 | $46.4K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 413 | $46.6K | 0.05% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 425 | $47.0K | 0.02% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 454 | $51.2K | 0.03% | +434+2,170.0% | Added |
| First Command Advisory Services, Inc. | 460 | $51.9K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 459 | $52.2K | 0.03% | 00.0% | Unchanged |
| HM Payson & Co | 466 | $52.5K | 0.00% | +174+59.6% | Added |
| Mather Group, LLC. | 483 | $54.4K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 500 | $56.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 508 | $57.3K | 0.00% | 00.0% | Unchanged |
| Sienna Gestion | 545 | $59.7K | 0.00% | −6,082−91.8% | Reduced |
| Trust Co of Vermont | 579 | $65.3K | 0.00% | −71−10.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 584 | $65.9K | 0.02% | +4+0.7% | Added |
| Umb Bank N A | 590 | $66.5K | 0.00% | 00.0% | Unchanged |
