| Principia Wealth Advisory, LLC | 4 | $217 | 0.00% | +1+33.3% | Added |
| American Capital Advisory, LLC | 4 | $218 | 0.00% | −2−33.3% | Reduced |
| Davis Capital Management | 5 | $272 | 0.00% | +5 | New |
| Logan Capital Management Inc | 6 | $326 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 8 | $435 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $435 | 0.00% | +5+166.7% | Added |
| Retirement Wealth Solutions LLC | 9 | $489 | 0.00% | +9 | New |
| Valued Wealth Advisors LLC | 10 | $543 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $543 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 10 | $543 | 0.00% | +10 | New |
| Kilter Group LLC | 10 | $543 | 0.00% | +10 | New |
| Bruce G. Allen Investments, LLC | 11 | $597 | 0.00% | −68−86.1% | Reduced |
| Dunhill Financial, LLC | 11 | $608 | 0.00% | −1−8.3% | Reduced |
| Addison Advisors LLC | 12 | $652 | 0.00% | −12−50.0% | Reduced |
| WestEnd Advisors, LLC | 12 | $652 | 0.00% | +2+20.0% | Added |
| HFM Investment Advisors, LLC | 13 | $706 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $760 | 0.00% | +4+40.0% | Added |
| Activest Wealth Management | 14 | $760 | 0.00% | +5+55.6% | Added |
| Evolution Wealth Management Inc. | 14 | $760 | 0.00% | +14 | New |
| Rialto Wealth Management, LLC | 15 | $815 | 0.00% | +2+15.4% | Added |
| Stance Capital LLC | 15 | $815 | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 16 | $869 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $1.00K | 0.00% | −3−12.5% | Reduced |
| South State Corp. | 19 | $1.03K | 0.00% | +6+46.2% | Added |
| Kozak & Associates, Inc. | 23 | $1.24K | 0.00% | −20−46.5% | Reduced |
| JPL Wealth Management, LLC | 25 | $1.36K | 0.00% | +25 | New |
| ORG Partners LLC | 26 | $1.41K | 0.00% | −65−71.4% | Reduced |
| Rakuten Securities, Inc. | 27 | $1.47K | 0.00% | −20−42.6% | Reduced |
| Raffa Wealth Management, LLC | 27 | $1.47K | 0.00% | 00.0% | Unchanged |
| Trust Co | 28 | $1.52K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 28 | $1.52K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 28 | $1.52K | 0.00% | +28 | New |
| Golden State Wealth Management, LLC | 29 | $1.57K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 29 | $1.57K | 0.00% | +29 | New |
| Signature Resources Capital Management, LLC | 30 | $1.63K | 0.00% | −3−9.1% | Reduced |
| DT Investment Partners, LLC | 30 | $1.63K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $1.65K | 0.00% | −3−9.4% | Reduced |
| Trifecta Capital Advisors, LLC | 31 | $1.68K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 38 | $2.07K | 0.00% | +38 | New |
| Grove Bank & Trust | 40 | $2.17K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 42 | $2.28K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 42 | $2.28K | 0.00% | +42 | New |
| North Capital, Inc. | 51 | $2.74K | 0.00% | +1+2.0% | Added |
| Abound Wealth Management | 51 | $2.75K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 55 | $2.99K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 48 | $3.00K | 0.00% | +1+2.1% | Added |
| T. Rowe Price Investment Management, Inc. | 44 | $3.00K | 0.00% | +44 | New |
| Cloud Capital Management, LLC | 69 | $3.00K | 0.00% | +69 | New |
| Colonial Trust Co | 56 | $3.04K | 0.00% | +24+75.0% | Added |
| Bartlett & Co. Wealth Management LLC | 56 | $3.04K | 0.00% | +36+180.0% | Added |
| Clark Wealth Partners | 53 | $3.11K | 0.00% | +53 | New |
| Cedar Wealth Management, LLC | 59 | $3.20K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 61 | $3.31K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 62 | $3.37K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 65 | $3.53K | 0.00% | +19+41.3% | Added |
| TruNorth Capital Management, LLC | 68 | $3.69K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 68 | $3.69K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 70 | $3.80K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 71 | $3.86K | 0.00% | −140−66.4% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 73 | $3.96K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 73 | $3.96K | 0.00% | +8+12.3% | Added |
| Bell Investment Advisors, Inc | 76 | $4.13K | 0.00% | −6−7.3% | Reduced |
| 1 North Wealth Services LLC | 80 | $4.34K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 80 | $4.34K | 0.00% | +6+8.1% | Added |
| Pinnacle Bancorp, Inc. | 83 | $4.51K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 85 | $4.59K | 0.00% | +85 | New |
| JFS Wealth Advisors, LLC | 85 | $4.62K | 0.00% | −13−13.3% | Reduced |
| Zions Bancorporation, National Association | 90 | $4.89K | 0.00% | +18+25.0% | Added |
| Smithfield Trust Co | 95 | $5.00K | 0.00% | −5−5.0% | Reduced |
| FNY Investment Advisers, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 91 | $5.00K | 0.00% | +91 | New |
| Fortitude Family Office, LLC | 96 | $5.21K | 0.00% | +14+17.1% | Added |
| MV Capital Management, Inc. | 99 | $5.38K | 0.00% | −9−8.3% | Reduced |
| Binnacle Investments Inc | 99 | $5.38K | 0.00% | +12+13.8% | Added |
| Glen Eagle Advisors, LLC | 100 | $5.43K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 105 | $5.70K | 0.00% | +105 | New |
| Core Alternative Capital | 127 | $6.90K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 125 | $7.00K | 0.00% | 00.0% | Unchanged |
| Delta Accumulation, LLC | 121 | $7.21K | 0.04% | +1+0.8% | Added |
| Holos Integrated Wealth LLC | 153 | $7.97K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 141 | $8.00K | 0.00% | −46−24.6% | Reduced |
| Avion Wealth | 156 | $8.00K | 0.00% | −9−5.5% | Reduced |
| Johnson Financial Group, Inc. | 149 | $8.09K | 0.00% | +149 | New |
| Salomon & Ludwin, LLC | 151 | $8.26K | 0.00% | +129+586.4% | Added |
| Bokf, NA | 157 | $8.53K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 160 | $8.67K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 160 | $8.69K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 160 | $8.69K | 0.00% | +4+2.6% | Added |
| New Millennium Group LLC | 161 | $8.73K | 0.00% | −19−10.6% | Reduced |
| Covestor Ltd | 171 | $9.00K | 0.00% | −2,546−93.7% | Reduced |
| Gulf International Bank (UK) Ltd | 166 | $9.00K | 0.00% | −552−76.9% | Reduced |
| GW&K Investment Management, LLC | 160 | $9.00K | 0.00% | −65−28.9% | Reduced |
| Sherman Asset Management, Inc. | 175 | $9.50K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 183 | $9.94K | 0.00% | +183 | New |
| Farmers & Merchants Investments Inc | 190 | $10.3K | 0.00% | 00.0% | Unchanged |
| City State Bank | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 202 | $11.0K | 0.00% | +202 | New |
| Caitlin John, LLC | 205 | $11.1K | 0.01% | +205 | New |
| Rise Advisors, LLC | 208 | $11.3K | 0.00% | +2+1.0% | Added |