| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $42 | 0.00% | +1 | New |
| Park Square Financial Group, LLC | 1 | $46 | 0.00% | −4−80.0% | Reduced |
| Curio Wealth, LLC | 3 | $136 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 5 | $227 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 5 | $232 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 9 | $267 | 0.00% | +9 | New |
| WestEnd Advisors, LLC | 6 | $272 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8 | $355 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 8 | $362 | 0.00% | −4−33.3% | Reduced |
| Aspect Partners, LLC | 8 | $362 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 10 | $453 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 10 | $453 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 13 | $589 | 0.00% | +13 | New |
| Nvest Wealth Strategies, Inc. | 13 | $589 | 0.00% | +13 | New |
| Quaker Wealth Management, LLC | 14 | $635 | 0.00% | +8+133.3% | Added |
| RMG Wealth Management LLC | 22 | $666 | 0.00% | −79−78.2% | Reduced |
| HFM Investment Advisors, LLC | 15 | $680 | 0.00% | −2−11.8% | Reduced |
| Silicon Valley Capital Partners | 15 | $683 | 0.00% | +15 | New |
| Basepoint Wealth LLC | 15 | $697 | 0.00% | 00.0% | Unchanged |
| Ballast Advisors LLC | 16 | $725 | 0.00% | +16 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 20 | $906 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 20 | $906 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 20 | $906 | 0.00% | +5+33.3% | Added |
| Intentional Wealth Strategies, LLC | 20 | $906 | 0.00% | +20 | New |
| Highline Wealth Partners LLC | 24 | $1.10K | 0.00% | +9+60.0% | Added |
| Community Financial Services Group, LLC | 25 | $1.11K | 0.00% | +25 | New |
| Greykasell Wealth Strategies, Inc. | 25 | $1.15K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 27 | $1.22K | 0.00% | +21+350.0% | Added |
| Heritage Wealth Advisors | 28 | $1.27K | 0.00% | +28 | New |
| Rialto Wealth Management, LLC | 29 | $1.31K | 0.00% | −3−9.4% | Reduced |
| Marshall Investment Management, LLC | 30 | $1.36K | 0.00% | +30 | New |
| Security National Bank | 33 | $1.50K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 36 | $1.63K | 0.00% | +36 | New |
| Financial Consulate, Inc | 40 | $1.81K | 0.00% | +5+14.3% | Added |
| True Wealth Design, LLC | 42 | $1.90K | 0.00% | −8−16.0% | Reduced |
| Principia Wealth Advisory, LLC | 43 | $1.95K | 0.00% | −1,711−97.5% | Reduced |
| Capital Analysts, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 44 | $2.02K | 0.00% | −10−18.5% | Reduced |
| Bare Financial Services, Inc | 45 | $2.04K | 0.00% | −16−26.2% | Reduced |
| Marquette Asset Management, LLC | 48 | $2.17K | 0.00% | +48 | New |
| Bullseye Investment Management, LLC | 50 | $2.27K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 50 | $2.27K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 50 | $2.27K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 50 | $2.27K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 51 | $2.31K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 52 | $2.36K | 0.00% | +37+246.7% | Added |
| Whipplewood Advisors, LLC | 55 | $2.49K | 0.00% | +55 | New |
| Scarborough Advisors, LLC | 57 | $2.58K | 0.00% | +57 | New |
| ZRC Wealth Management, LLC | 58 | $2.63K | 0.00% | −69−54.3% | Reduced |
| Ameriflex Group, Inc. | 59 | $2.67K | 0.00% | −10−14.5% | Reduced |
| Corsicana & Co. | 50 | $2.75K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 62 | $2.81K | 0.00% | +16+34.8% | Added |
| Phillip James Consulting Co. | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 68 | $3.08K | 0.00% | +7+11.5% | Added |
| St. Johns Investment Management Company, LLC | 70 | $3.17K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 73 | $3.31K | 0.00% | −1−1.4% | Reduced |
| Millstone Evans Group, LLC | 75 | $3.40K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 75 | $3.40K | 0.00% | +65+650.0% | Added |
| JNBA Financial Advisors | 80 | $3.62K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 80 | $3.62K | 0.00% | +80 | New |
| Bay Harbor Wealth Management, LLC | 84 | $3.81K | 0.00% | +24+40.0% | Added |
| Imprint Wealth LLC | 85 | $3.85K | 0.02% | 00.0% | Unchanged |
| Addison Advisors LLC | 86 | $3.90K | 0.00% | +66+330.0% | Added |
| Clear Street Markets LLC | 87 | $3.94K | 0.00% | −697−88.9% | Reduced |
| Cornerstone Planning Group LLC | 133 | $4.35K | 0.00% | +17+14.7% | Added |
| Evolution Wealth Management Inc. | 97 | $4.39K | 0.00% | +97 | New |
| Key Financial Inc | 110 | $4.98K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 112 | $5.07K | 0.00% | +68+154.5% | Added |
| Activest Wealth Management | 113 | $5.12K | 0.00% | +113 | New |
| Country Trust Bank | 115 | $5.21K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 115 | $5.21K | 0.00% | +115 | New |
| Silver Grove Financial Group, Inc. | 115 | $5.21K | 0.00% | +115 | New |
| Golden State Wealth Management, LLC | 117 | $5.31K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 125 | $5.66K | 0.00% | −75−37.5% | Reduced |
| CNB Bank | 125 | $5.66K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 131 | $5.74K | 0.00% | −140−51.7% | Reduced |
| Valued Wealth Advisors LLC | 135 | $6.13K | 0.00% | −4−2.9% | Reduced |
| Meramec Financial Planners, LLC | 145 | $6.50K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 146 | $6.61K | 0.00% | +20+15.9% | Added |
| Rossby Financial, LCC | 150 | $6.68K | 0.00% | +15+11.1% | Added |
| Caldwell Sutter Capital, Inc. | 150 | $6.79K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 155 | $7.02K | 0.00% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 158 | $7.16K | 0.00% | 00.0% | Unchanged |
| Magnolia Wealth Management, LLC | 159 | $7.20K | 0.00% | +159 | New |
| Wiser Advisor Group LLC | 172 | $7.80K | 0.01% | +1+0.6% | Added |
| Wall Street Access Asset Management, LLC | 150 | $7.92K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 175 | $7.93K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 175 | $7.93K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 175 | $7.93K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 184 | $8.00K | 0.00% | −28−13.2% | Reduced |
| Westfuller Advisors, LLC | 180 | $8.15K | 0.00% | −3−1.6% | Reduced |
| Timothy G. Youngquist 2020 Irrevocable Trust | 186 | $8.43K | 0.00% | +186 | New |
| Bravera Wealth | 186 | $8.43K | 0.00% | +186 | New |
| EFG International AG | 188 | $8.52K | 0.00% | +188 | New |
| Abound Wealth Management | 194 | $8.78K | 0.00% | −9−4.4% | Reduced |
| Delos Wealth Advisors, LLC | 196 | $8.88K | 0.01% | −294−60.0% | Reduced |
| Raffa Wealth Management, LLC | 196 | $8.88K | 0.00% | +2+1.0% | Added |
| Pacifica Partners Inc. | 199 | $9.02K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 200 | $9.06K | 0.00% | 00.0% | Unchanged |