| Financial Life Planners | 0 | $21 | 0.00% | 0 | New |
| Truvestments Capital LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $80 | 0.00% | +1 | New |
| Cherry Tree Wealth Management, LLC | 3 | $201 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3 | $214 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $241 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 3 | $241 | 0.00% | +3 | New |
| Winnow Wealth LLC | 4 | $246 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $401 | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 5 | $401 | 0.00% | +5 | New |
| BOK Financial Private Wealth, Inc. | 5 | $402 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $402 | 0.00% | +5 | New |
| Caitlin John, LLC | 5 | $435 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 6 | $482 | 0.00% | +4+200.0% | Added |
| Global Financial Private Client, LLC | 7 | $562 | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 7 | $563 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $803 | 0.00% | −8−44.4% | Reduced |
| Atlas Capital Advisors LLC | 11 | $883 | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 11 | $883 | 0.00% | +11 | New |
| Sierra Ocean, LLC | 11 | $896 | 0.00% | +11 | New |
| Semmax Financial Advisors Inc. | 11 | $955 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 12 | $963 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $964 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 13 | $1.04K | 0.00% | +13 | New |
| Estabrook Capital Management | 15 | $1.20K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 17 | $1.36K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20 | $1.61K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 21 | $1.70K | 0.00% | +21 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 23 | $1.85K | 0.00% | +23 | New |
| AdvisorNet Financial, Inc | 23 | $1.89K | 0.00% | −137−85.6% | Reduced |
| Coppell Advisory Solutions LLC | 24 | $1.92K | 0.00% | +24 | New |
| Resources Management Corp | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 25 | $2.01K | 0.00% | −5−16.7% | Reduced |
| Darwin Advisors, LLC | 25 | $2.01K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $2.01K | 0.00% | −1−3.8% | Reduced |
| Golden State Wealth Management, LLC | 26 | $2.09K | 0.00% | +26 | New |
| Bell Investment Advisors, Inc | 26 | $2.09K | 0.00% | −5−16.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 27 | $2.17K | 0.00% | +6+28.6% | Added |
| Westside Investment Management, Inc. | 28 | $2.29K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $2.57K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 32 | $2.57K | 0.00% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 32 | $2.57K | 0.00% | +32 | New |
| Abound Wealth Management | 32 | $2.57K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 32 | $2.59K | 0.00% | −5−13.5% | Reduced |
| CGC Financial Services, LLC | 33 | $2.65K | 0.00% | −93−73.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 33 | $2.65K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 33 | $2.65K | 0.00% | +33 | New |
| Newbridge Financial Services Group, Inc. | 33 | $2.67K | 0.00% | +33 | New |
| Red Tortoise LLC | 34 | $2.73K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 34 | $2.73K | 0.00% | +34 | New |
| Cornerstone Planning Group LLC | 31 | $2.80K | 0.00% | −17−35.4% | Reduced |
| Wood Tarver Financial Group, LLC | 42 | $3.00K | 0.00% | +42 | New |
| Cullen/Frost Bankers, Inc. | 39 | $3.13K | 0.00% | +27+225.0% | Added |
| Dunhill Financial, LLC | 41 | $3.28K | 0.00% | +8+24.2% | Added |
| Mascoma Wealth Management LLC | 43 | $3.43K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 44 | $3.56K | 0.00% | +44 | New |
| TD Private Client Wealth LLC | 46 | $3.69K | 0.00% | −3,860−98.8% | Reduced |
| Sachetta, LLC | 46 | $3.69K | 0.00% | −50−52.1% | Reduced |
| Independence Bank of Kentucky | 50 | $4.01K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 50 | $4.01K | 0.00% | +50 | New |
| Creative Financial Designs Inc | 52 | $4.17K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 54 | $4.31K | 0.00% | +54 | New |
| TCTC Holdings, LLC | 54 | $4.34K | 0.00% | +54 | New |
| Grove Bank & Trust | 56 | $4.50K | 0.00% | +25+80.6% | Added |
| Quent Capital, LLC | 56 | $4.50K | 0.00% | +2+3.7% | Added |
| Wiser Advisor Group LLC | 58 | $4.66K | 0.01% | +1+1.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 60 | $4.82K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 60 | $4.82K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $4.87K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 67 | $5.38K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 68 | $5.46K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 70 | $5.62K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 72 | $5.78K | 0.00% | −20−21.7% | Reduced |
| West Paces Advisors Inc. | 74 | $5.94K | 0.00% | +10+15.6% | Added |
| Bruce G. Allen Investments, LLC | 78 | $6.26K | 0.01% | −2−2.5% | Reduced |
| Harbor Investment Advisory, LLC | 80 | $6.42K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 83 | $6.66K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 83 | $6.67K | 0.00% | +27+48.2% | Added |
| Zions Bancorporation, N.A. | 85 | $6.83K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 85 | $6.83K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 87 | $6.99K | 0.01% | +87 | New |
| Transce3nd, LLC | 91 | $7.31K | 0.00% | +91 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 97 | $7.79K | 0.00% | −2,142,089−100.0% | Reduced |
| JFS Wealth Advisors, LLC | 98 | $7.87K | 0.00% | +13+15.3% | Added |
| Hemington Wealth Management | 112 | $8.00K | 0.00% | +13+13.1% | Added |
| North Star Investment Management Corp. | 100 | $8.03K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $8.03K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $8.03K | 0.00% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 100 | $8.03K | 0.15% | +100 | New |
| Asset Dedication, LLC | 101 | $8.11K | 0.00% | −263−72.3% | Reduced |
| Synergy Investment Management, LLC | 102 | $8.17K | 0.00% | +102 | New |
| Van Hulzen Asset Management, LLC | 117 | $9.39K | 0.00% | +117 | New |
| Reyes Financial Architecture, Inc. | 117 | $9.39K | 0.01% | +117 | New |
| Oarsman Capital, Inc. | 120 | $9.63K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 121 | $9.71K | 0.00% | +87+255.9% | Added |
| GW&K Investment Management, LLC | 122 | $10.0K | 0.00% | −19−13.5% | Reduced |
| Evermay Wealth Management LLC | 126 | $10.1K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 129 | $10.4K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 133 | $10.7K | 0.00% | 00.0% | Unchanged |
| City State Bank | 133 | $10.7K | 0.00% | 00.0% | Unchanged |