| Retirement Wealth Solutions LLC | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $27 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $52 | 0.00% | −17−89.5% | Reduced |
| Christopher J. Hasenberg, Inc | 12 | $308 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 12 | $309 | 0.00% | −14−53.8% | Reduced |
| S&T Bank | 18 | $462 | 0.00% | +18 | New |
| Rialto Wealth Management, LLC | 20 | $514 | 0.00% | −43−68.3% | Reduced |
| Raffa Wealth Management, LLC | 21 | $539 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 21 | $540 | 0.00% | +21 | New |
| Activest Wealth Management | 22 | $565 | 0.00% | −5−18.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $565 | 0.00% | +13+144.4% | Added |
| Bell Investment Advisors, Inc | 23 | $591 | 0.00% | −83−78.3% | Reduced |
| Dunhill Financial, LLC | 24 | $634 | 0.00% | −91−79.1% | Reduced |
| Highline Wealth Partners LLC | 26 | $660 | 0.00% | −53−67.1% | Reduced |
| American Capital Advisory, LLC | 30 | $771 | 0.00% | +27+900.0% | Added |
| Leonteq Securities AG | 31 | $796 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 33 | $848 | 0.00% | +33 | New |
| Clark Wealth Partners | 35 | $899 | 0.00% | −2−5.4% | Reduced |
| Principia Wealth Advisory, LLC | 35 | $899 | 0.00% | +26+288.9% | Added |
| Pineridge Advisors LLC | 36 | $925 | 0.00% | +36 | New |
| Stephens Consulting, LLC | 38 | $977 | 0.00% | +38 | New |
| Hughes Financial Services, LLC | 39 | $996 | 0.00% | −44−53.0% | Reduced |
| Ogorek Anthony Joseph | 59 | $1.00K | 0.00% | −81−57.9% | Reduced |
| Innovative Advisory Group, LLC | 40 | $1.03K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 40 | $1.05K | 0.00% | +40 | New |
| TFC Financial Management | 43 | $1.10K | 0.00% | +23+115.0% | Added |
| Harbor Asset Planning, Inc. | 43 | $1.11K | 0.00% | +43 | New |
| Atlas Capital Advisors LLC | 45 | $1.16K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 45 | $1.16K | 0.00% | +25+125.0% | Added |
| Zions Bancorporation, National Association | 50 | $1.28K | 0.00% | −1,307−96.3% | Reduced |
| Financial Management Professionals, Inc. | 52 | $1.34K | 0.00% | −137−72.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 52 | $1.34K | 0.00% | −4−7.1% | Reduced |
| Center for Financial Planning, Inc. | 52 | $1.34K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 57 | $1.47K | 0.00% | −81−58.7% | Reduced |
| Atlantic Trust, LLC | 64 | $1.65K | 0.00% | +3+4.9% | Added |
| Evergreen Private Wealth LLC | 65 | $1.67K | 0.00% | +65 | New |
| South State Corp. | 66 | $1.70K | 0.00% | −780−92.2% | Reduced |
| IMG Wealth Management, Inc. | 68 | $1.75K | 0.00% | +68 | New |
| Beacon Capital Management, LLC | 70 | $1.81K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 73 | $1.90K | 0.00% | −120−62.2% | Reduced |
| Sachetta, LLC | 76 | $1.95K | 0.00% | −7−8.4% | Reduced |
| Avion Wealth | 96 | $2.00K | 0.00% | +67+231.0% | Added |
| Caldwell Sutter Capital, Inc. | 80 | $2.06K | 0.00% | −50−38.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 85 | $2.18K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 86 | $2.22K | 0.00% | −10−10.4% | Reduced |
| Key Financial Inc | 91 | $2.34K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 100 | $2.57K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 106 | $2.72K | 0.00% | +103+3,433.3% | Added |
| Fortitude Family Office, LLC | 112 | $2.88K | 0.00% | +20+21.7% | Added |
| Pin Oak Investment Advisors Inc | 120 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 139 | $3.00K | 0.00% | −17−10.9% | Reduced |
| Birchbrook, Inc. | 117 | $3.01K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 131 | $3.36K | 0.00% | +131 | New |
| HHM Wealth Advisors, LLC | 133 | $3.42K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 133 | $3.42K | 0.00% | +133 | New |
| High Note Wealth, LLC | 144 | $3.70K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 156 | $4.01K | 0.00% | +156 | New |
| New Millennium Group LLC | 160 | $4.11K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 160 | $4.11K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 160 | $4.11K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 163 | $4.19K | 0.00% | +163 | New |
| Concord Wealth Partners | 173 | $4.44K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 174 | $4.47K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 194 | $4.98K | 0.00% | −13−6.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 201 | $5.16K | 0.00% | −34−14.5% | Reduced |
| Breakwater Investment Management | 214 | $5.50K | 0.00% | −36−14.4% | Reduced |
| Strategic Investment Solutions, Inc. | 215 | $5.52K | 0.00% | +2+0.9% | Added |
| First Horizon Advisors, Inc. | 221 | $5.68K | 0.00% | −6,901−96.9% | Reduced |
| Byrne Asset Management LLC | 225 | $5.78K | 0.00% | – | – |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 231 | $5.93K | 0.00% | +212+1,115.8% | Added |
| Country Trust Bank | 233 | $5.99K | 0.00% | +67+40.4% | Added |
| Coston, McIsaac & Partners | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 239 | $6.14K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 239 | $6.14K | 0.00% | +239 | New |
| Marshall & Sterling Wealth Advisors Inc. | 243 | $6.24K | 0.00% | −22−8.3% | Reduced |
| Dogwood Wealth Management LLC | 239 | $6.25K | 0.00% | +187+359.6% | Added |
| Golden State Wealth Management, LLC | 266 | $6.83K | 0.00% | +3+1.1% | Added |
| City Holding Co | 270 | $6.93K | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 281 | $7.22K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 281 | $7.37K | 0.00% | −60−17.6% | Reduced |
| Princeton Global Asset Management LLC | 296 | $7.60K | 0.00% | +296 | New |
| Westside Investment Management, Inc. | 300 | $7.71K | 0.00% | −156−34.2% | Reduced |
| Ramirez Asset Management, Inc. | 302 | $7.76K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 314 | $8.07K | 0.01% | +10+3.3% | Added |
| VSM Wealth Advisory, LLC | 320 | $8.22K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 324 | $8.32K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 325 | $8.35K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 320 | $8.40K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 340 | $8.73K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 343 | $8.81K | 0.00% | −5,798−94.4% | Reduced |
| Versant Capital Management, Inc | 348 | $8.94K | 0.00% | −132−27.5% | Reduced |
| Headlands Technologies LLC | 349 | $8.97K | 0.00% | +349 | New |
| Putney Financial Group LLC | 352 | $9.04K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 357 | $9.17K | 0.00% | +37+11.6% | Added |
| Capital Advisors, Ltd. LLC | 381 | $10.0K | 0.00% | −41−9.7% | Reduced |
| Bogart Wealth, LLC | 390 | $10.0K | 0.00% | −33−7.8% | Reduced |
| Armstrong Advisory Group, Inc | 400 | $10.3K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 413 | $10.6K | 0.00% | −33−7.4% | Reduced |
| Rise Advisors, LLC | 430 | $11.1K | 0.00% | +3+0.7% | Added |