| Wood Tarver Financial Group, LLC | 6 | $0 | 0.00% | +6 | New |
| REAP Financial Group, LLC | 0 | $55 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $126 | 0.00% | +1 | New |
| Bokf, NA | 1 | $134 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $252 | 0.00% | +2 | New |
| Decker Retirement Planning Inc. | 2 | $252 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $366 | 0.00% | +3 | New |
| Cranbrook Wealth Management, LLC | 3 | $378 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 3 | $378 | 0.00% | +1+50.0% | Added |
| HHM Wealth Advisors, LLC | 3 | $378 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $378 | 0.00% | +3 | New |
| NVWM, LLC | 4 | $504 | 0.00% | −15−78.9% | Reduced |
| Proequities, Inc. | 4 | $539 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 5 | $634 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $756 | 0.00% | +6 | New |
| Caldwell Sutter Capital, Inc. | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 8 | $1.01K | 0.00% | +8 | New |
| Jackson, Grant Investment Advisers, Inc. | 9 | $1.13K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $1.13K | 0.00% | −145−94.2% | Reduced |
| Cornerstone Planning Group LLC | 11 | $1.32K | 0.00% | +5+83.3% | Added |
| Valued Wealth Advisors LLC | 11 | $1.39K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 11 | $1.39K | 0.00% | −7−38.9% | Reduced |
| Trifecta Capital Advisors, LLC | 13 | $1.64K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 14 | $1.76K | 0.00% | +14 | New |
| NewSquare Capital LLC | 15 | $1.89K | 0.00% | +15 | New |
| WealthTrak Capital Management LLC | 15 | $1.89K | 0.00% | +15 | New |
| Avion Wealth | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.02K | 0.00% | −3−15.8% | Reduced |
| CoreCap Advisors, LLC | 18 | $2.27K | 0.00% | −65−78.3% | Reduced |
| Financial Management Professionals, Inc. | 18 | $2.27K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 19 | $2.39K | 0.00% | +12+171.4% | Added |
| One River Asset Management, LLC | 19 | $2.41K | 0.00% | +19 | New |
| FSA Wealth Management LLC | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $2.52K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 20 | $2.55K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 22 | $2.75K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 22 | $2.77K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 23 | $2.90K | 0.00% | −5−17.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 23 | $2.90K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $2.90K | 0.00% | −1−4.2% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 24 | $3.02K | 0.01% | +24 | New |
| Private Wealth Management Group, LLC | 25 | $3.15K | 0.00% | −14−35.9% | Reduced |
| Abound Wealth Management | 26 | $3.27K | 0.00% | −2−7.1% | Reduced |
| Missouri Trust & Investment Co | 27 | $3.40K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 27 | $3.40K | 0.00% | +27 | New |
| Hartford Financial Management Inc. | 29 | $3.65K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 30 | $3.78K | 0.00% | +24+400.0% | Added |
| Stuart Chaussee & Associates, Inc. | 30 | $3.78K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 30 | $3.78K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 39 | $4.00K | 0.00% | −586−93.8% | Reduced |
| Pacifica Partners Inc. | 35 | $4.43K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $4.53K | 0.00% | −1−2.7% | Reduced |
| Dunhill Financial, LLC | 39 | $4.93K | 0.00% | +9+30.0% | Added |
| Albion Financial Group | 40 | $5.04K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $5.04K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 44 | $5.54K | 0.00% | +44 | New |
| GPS Wealth Strategies Group, LLC | 45 | $5.67K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 50 | $6.30K | 0.00% | −49−49.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50 | $6.30K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 50 | $6.30K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $6.30K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 50 | $6.30K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 51 | $6.42K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 52 | $6.55K | 0.01% | −7−11.9% | Reduced |
| South State Corp. | 52 | $6.55K | 0.00% | +36+225.0% | Added |
| WPG Advisers, LLC | 52 | $6.55K | 0.01% | +52 | New |
| Cape Investment Advisory, Inc. | 53 | $6.67K | 0.00% | +1+1.9% | Added |
| Van Hulzen Asset Management, LLC | 53 | $6.67K | 0.00% | +53 | New |
| Plante Moran Financial Advisors, LLC | 63 | $7.93K | 0.00% | +63 | New |
| Wingate Wealth Advisors, Inc. | 65 | $8.19K | 0.01% | +65 | New |
| Fortitude Family Office, LLC | 68 | $8.56K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 74 | $9.00K | 0.00% | −36−32.7% | Reduced |
| Rakuten Securities, Inc. | 75 | $9.44K | 0.00% | −96−56.1% | Reduced |
| Main Street Group, LTD | 76 | $9.46K | 0.00% | +1+1.3% | Added |
| Global Financial Private Client, LLC | 79 | $9.95K | 0.00% | −883−91.8% | Reduced |
| JFS Wealth Advisors, LLC | 79 | $9.95K | 0.00% | +1+1.3% | Added |
| Washington Trust Co | 80 | $10.1K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 85 | $10.7K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 85 | $10.7K | 0.01% | +85 | New |
| Legacy Bridge, LLC | 90 | $11.3K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 96 | $12.1K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $12.6K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 100 | $12.6K | 0.01% | +100 | New |
| Bell Investment Advisors, Inc | 108 | $13.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 110 | $13.9K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 120 | $15.1K | 0.00% | +120 | New |
| MV Capital Management, Inc. | 121 | $15.2K | 0.00% | −2−1.6% | Reduced |
| Fairfield Financial Advisors, LTD | 130 | $16.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 136 | $17.2K | 0.00% | +91+202.2% | Added |
| AdvisorNet Financial, Inc | 142 | $17.9K | 0.00% | −163−53.4% | Reduced |
| Rise Advisors, LLC | 143 | $18.1K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 145 | $18.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 152 | $19.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 146 | $19.6K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 159 | $20.0K | 0.01% | −226−58.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 170 | $21.4K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 170 | $21.4K | 0.02% | +7+4.3% | Added |
| Central Trust Co | 170 | $21.4K | 0.00% | −1−0.6% | Reduced |