| TFC Financial Management | 1 | $59 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2 | $117 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $176 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3 | $176 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 3 | $181 | 0.00% | +2+200.0% | Added |
| Eastern Bank | 4 | $234 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 5 | $293 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $293 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $351 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $451 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $525 | 0.00% | −12−57.1% | Reduced |
| HFM Investment Advisors, LLC | 11 | $644 | 0.00% | −1−8.3% | Reduced |
| Kilter Group LLC | 11 | $644 | 0.00% | +1+10.0% | Added |
| Hughes Financial Services, LLC | 12 | $702 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $702 | 0.00% | +1+9.1% | Added |
| Cornerstone Financial Management LLC | 17 | $995 | 0.00% | +17 | New |
| Rialto Wealth Management, LLC | 17 | $996 | 0.00% | +4+30.8% | Added |
| Ogorek Anthony Joseph | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $1.11K | 0.00% | +4+26.7% | Added |
| SJS Investment Consulting Inc. | 20 | $1.17K | 0.00% | −790−97.5% | Reduced |
| Stone House Investment Management, LLC | 20 | $1.17K | 0.00% | −66−76.7% | Reduced |
| North Star Investment Management Corp. | 20 | $1.17K | 0.00% | +20 | New |
| JNBA Financial Advisors | 21 | $1.23K | 0.00% | +21 | New |
| Spire Wealth Management | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 25 | $1.46K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bayban | 34 | $1.99K | 0.00% | +34 | New |
| Avion Wealth | 44 | $2.00K | 0.00% | −12−21.4% | Reduced |
| Capital Advisors, Ltd. LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 35 | $2.05K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 39 | $2.28K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $2.44K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 44 | $2.58K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 50 | $2.93K | 0.00% | −15−23.1% | Reduced |
| Financial Consulate, Inc | 54 | $3.16K | 0.00% | +25+86.2% | Added |
| Johnson Financial Group, Inc. | 57 | $3.34K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 63 | $3.69K | 0.00% | +63 | New |
| ORG Partners LLC | 65 | $3.80K | 0.00% | +65 | New |
| Flagship Harbor Advisors, LLC | 66 | $3.86K | 0.00% | +66 | New |
| Valued Wealth Advisors LLC | 66 | $3.88K | 0.00% | +40+153.8% | Added |
| Ares Financial Consulting, LLC | 70 | $4.10K | 0.00% | +70 | New |
| Prestige Wealth Management Group LLC | 84 | $4.92K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 86 | $5.03K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 90 | $5.27K | 0.00% | −55−37.9% | Reduced |
| Huntington National Bank | 90 | $5.27K | 0.00% | −36−28.6% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 92 | $5.39K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $5.85K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $5.85K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 119 | $6.97K | 0.00% | −148−55.4% | Reduced |
| Private Wealth Management Group, LLC | 120 | $7.03K | 0.00% | −61−33.7% | Reduced |
| Farmers & Merchants Investments Inc | 120 | $7.03K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $7.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 122 | $7.14K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 134 | $7.84K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 144 | $8.43K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | $8.78K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 158 | $9.25K | 0.00% | +158 | New |
| Rogco, LP | 160 | $9.37K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 166 | $9.72K | 0.00% | −30−15.3% | Reduced |
| JFS Wealth Advisors, LLC | 171 | $10.0K | 0.00% | +48+39.0% | Added |
| CoreCap Advisors, LLC | 175 | $10.2K | 0.00% | +175 | New |
| Manchester Capital Management LLC | 184 | $10.8K | 0.00% | +169+1,126.7% | Added |
| South Plains Financial, Inc. | 200 | $11.7K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 200 | $11.7K | 0.00% | +200 | New |
| Creative Financial Designs Inc | 208 | $12.2K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 216 | $12.6K | 0.00% | +216 | New |
| MPWM Advisory Solutions, LLC | 234 | $13.7K | 0.01% | +2+0.9% | Added |
| Rossby Financial, LCC | 235 | $13.8K | 0.00% | +235 | New |
| Atlantic Trust, LLC | 254 | $14.9K | 0.00% | +20+8.5% | Added |
| DT Investment Partners, LLC | 260 | $15.2K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 263 | $15.4K | 0.00% | −2−0.8% | Reduced |
| Noble Wealth Management PBC | 285 | $16.7K | 0.01% | 00.0% | Unchanged |
| Triumph Capital Management | 300 | $17.6K | 0.00% | +300 | New |
| MV Capital Management, Inc. | 305 | $17.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 330 | $19.3K | 0.01% | +43+15.0% | Added |
| Prosperity Bancshares Inc | 335 | $19.6K | 0.02% | +335 | New |
| GoalVest Advisory LLC | 344 | $20.1K | 0.00% | +344 | New |
| Central Trust Co | 350 | $20.5K | 0.00% | −19−5.1% | Reduced |
| True Wealth Design, LLC | 350 | $20.5K | 0.01% | +9+2.6% | Added |
| Albion Financial Group | 395 | $23.1K | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 398 | $23.3K | 0.01% | −906−69.5% | Reduced |
| Independence Bank of Kentucky | 400 | $23.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 432 | $25.3K | 0.00% | +49+12.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 445 | $26.4K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 461 | $27.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 468 | $27.4K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 478 | $28.0K | 0.00% | +478 | New |
| Trust Co of Vermont | 507 | $29.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 507 | $29.7K | 0.00% | +507 | New |
| Root Financial Partners, LLC | 519 | $30.4K | 0.00% | −3,585−87.4% | Reduced |
| Mechanics Financial Corp | 525 | $30.7K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 546 | $31.9K | 0.02% | +546 | New |
| Leonteq Securities AG | 550 | $32.2K | 0.00% | +550 | New |
| Atlas Capital Advisors LLC | 618 | $36.2K | 0.00% | +618 | New |
| Community Bank, N.A. | 636 | $37.2K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 638 | $37.3K | 0.01% | −20−3.0% | Reduced |
| Salomon & Ludwin, LLC | 656 | $39.6K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 712 | $41.7K | 0.00% | +712 | New |
| Quent Capital, LLC | 723 | $42.3K | 0.00% | −74−9.3% | Reduced |
| Ameriflex Group, Inc. | 724 | $42.4K | 0.02% | −711−49.5% | Reduced |