| Godfrey Financial Associates, Inc. | 3 | $95 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 5 | $159 | 0.00% | +5 | New |
| Cassaday & Co Wealth Management LLC | 5 | $159 | 0.00% | +5 | New |
| Nemes Rush Group LLC | 7 | $222 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $254 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $254 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 8 | $259 | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 9 | $283 | 0.00% | −28,643−100.0% | Reduced |
| MidFirst Bank | 9 | $286 | 0.00% | +9 | New |
| SHP Wealth Management | 11 | $349 | 0.00% | +1+10.0% | Added |
| North Star Investment Management Corp. | 13 | $413 | 0.00% | +13 | New |
| Central Trust Co | 13 | $414 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 17 | $540 | 0.00% | +17 | New |
| Horizon Investments, LLC | 20 | $636 | 0.00% | +20 | New |
| Burk Holdings LLC | 20 | $636 | 0.00% | +20 | New |
| Key Financial Inc | 21 | $667 | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 21 | $667 | 0.00% | +21 | New |
| Manchester Capital Management LLC | 21 | $668 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $668 | 0.00% | +16+320.0% | Added |
| SJS Investment Consulting Inc. | 21 | $668 | 0.00% | +21 | New |
| Transamerica Financial Advisors, Inc. | 22 | $709 | 0.00% | −68−75.6% | Reduced |
| Cedar Mountain Advisors, LLC | 23 | $731 | 0.00% | −20−46.5% | Reduced |
| Kilter Group LLC | 25 | $795 | 0.00% | +14+127.3% | Added |
| Creative Financial Designs Inc | 28 | $890 | 0.00% | +7+33.3% | Added |
| Rossby Financial, LCC | 36 | $1.16K | 0.00% | +36 | New |
| Harbour Investments, Inc. | 37 | $1.18K | 0.00% | +37 | New |
| JFS Wealth Advisors, LLC | 38 | $1.21K | 0.00% | −9−19.1% | Reduced |
| TD Capital Management LLC | 39 | $1.24K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 41 | $1.30K | 0.00% | +41 | New |
| Cornerstone Financial Management LLC | 43 | $1.37K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 45 | $1.43K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 49 | $1.53K | 0.00% | +27+122.7% | Added |
| Nisa Investment Advisors, LLC | 53 | $1.71K | 0.00% | +14+35.9% | Added |
| IMA Wealth, Inc. | 56 | $1.81K | 0.00% | −1−1.8% | Reduced |
| Principia Wealth Advisory, LLC | 59 | $1.88K | 0.00% | +41+227.8% | Added |
| Ramirez Asset Management, Inc. | 60 | $1.91K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 63 | $1.98K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 73 | $2.00K | 0.00% | +7+10.6% | Added |
| Bell Investment Advisors, Inc | 64 | $2.03K | 0.00% | +39+156.0% | Added |
| Signature Equity Partners, LLC | 65 | $2.07K | 0.00% | +10+18.2% | Added |
| Zions Bancorporation, National Association | 66 | $2.10K | 0.00% | −17−20.5% | Reduced |
| Retirement Wealth Solutions LLC | 75 | $2.38K | 0.00% | +75 | New |
| Financial Network Wealth Advisors LLC | 78 | $2.48K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 88 | $2.80K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 92 | $2.92K | 0.00% | +43+87.8% | Added |
| True Wealth Design, LLC | 95 | $3.02K | 0.00% | +53+126.2% | Added |
| CVA Family Office, LLC | 96 | $3.05K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 100 | $3.40K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 116 | $3.66K | 0.00% | +110+1,833.3% | Added |
| Whipplewood Advisors, LLC | 118 | $3.75K | 0.00% | +118 | New |
| WPG Advisers, LLC | 141 | $4.48K | 0.00% | −6−4.1% | Reduced |
| Intentional Wealth Strategies, LLC | 147 | $4.67K | 0.00% | +147 | New |
| Bare Financial Services, Inc | 150 | $4.77K | 0.00% | +16+11.9% | Added |
| Harbor Asset Planning, Inc. | 151 | $4.81K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 156 | $4.96K | 0.00% | +50+47.2% | Added |
| Umb Bank N A | 247 | $7.85K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 255 | $8.23K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 260 | $8.26K | 0.00% | +7+2.8% | Added |
| TD Private Client Wealth LLC | 284 | $9.03K | 0.00% | +242+576.2% | Added |
| Steward Partners Investment Advisory, LLC | 289 | $9.19K | 0.00% | +16+5.9% | Added |
| Sound Income Strategies, LLC | 289 | $9.29K | 0.00% | +205+244.0% | Added |
| Pinnacle Bancorp, Inc. | 294 | $9.34K | 0.00% | −154−34.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 298 | $9.47K | 0.00% | +82+38.0% | Added |
| RWM Asset Management, LLC | 300 | $9.53K | 0.00% | +300 | New |
| Parkside Financial Bank & Trust | 314 | $9.98K | 0.00% | −24−7.1% | Reduced |
| Ares Financial Consulting, LLC | 312 | $10.0K | 0.01% | +312 | New |
| Twin Peaks Wealth Advisors, LLC | 365 | $11.6K | 0.00% | +365 | New |
| Assetmark, Inc | 367 | $11.7K | 0.00% | +21+6.1% | Added |
| Group One Trading, L.P. | 370 | $11.8K | 0.00% | +370 | New |
| Rothschild Investment LLC | 444 | $14.1K | 0.00% | +20+4.7% | Added |
| Simplex Trading, LLC | 455 | $14.5K | 0.00% | +455 | New |
| Spire Wealth Management | 472 | $15.0K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 495 | $15.7K | 0.01% | +495 | New |
| Ancora Advisors, LLC | 599 | $19.0K | 0.00% | +292+95.1% | Added |
| Larson Financial Group LLC | 600 | $19.1K | 0.00% | +359+149.0% | Added |
| Brentview Investment Management LLC | 700 | $22.2K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 704 | $22.4K | 0.00% | +80+12.8% | Added |
| IFP Advisors, Inc | 738 | $23.5K | 0.00% | −68−8.4% | Reduced |
| Delta Asset Management LLC | 750 | $23.8K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 800 | $25.4K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 887 | $28.5K | 0.00% | +654+280.7% | Added |
| WealthCollab, LLC | 942 | $29.9K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 989 | $31.4K | 0.00% | +506+104.8% | Added |
| Opal Wealth Advisors, LLC | 1,156 | $36.7K | 0.01% | +1,156 | New |
| Caitong International Asset Management Co., Ltd | 1,216 | $38.6K | 0.01% | +1,079+787.6% | Added |
| Frazier Financial Advisors, LLC | 1,219 | $38.7K | 0.02% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,331 | $42.7K | 0.00% | +1,157+664.9% | Added |
| Advisory Services Network, LLC | 1,347 | $42.8K | 0.00% | +1,347 | New |
| Grove Bank & Trust | 1,400 | $44.5K | 0.01% | −4−0.3% | Reduced |
| CWM, LLC | 1,509 | $48.0K | 0.00% | +20+1.3% | Added |
| Allworth Financial LP | 1,522 | $48.4K | 0.00% | +125+8.9% | Added |
| Advisor Group Holdings, Inc. | 1,624 | $51.7K | 0.00% | +43+2.7% | Added |
| Ronald Blue Trust, Inc. | 1,914 | $60.8K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 1,957 | $62.2K | 0.03% | −200−9.3% | Reduced |
| SRS Capital Advisors, Inc. | 2,267 | $67.1K | 0.00% | +1,299+134.2% | Added |
| Farther Finance Advisors, LLC | 2,116 | $67.9K | 0.00% | +419+24.7% | Added |
| Parallel Advisors, LLC | 2,322 | $73.8K | 0.00% | +387+20.0% | Added |
| Huntington National Bank | 2,392 | $76.0K | 0.00% | +464+24.1% | Added |
| Basecamp Wealth Advisors LLC | 2,446 | $77.7K | 0.02% | −110−4.3% | Reduced |
