| Ogorek Anthony Joseph | 3 | $0 | 0.00% | −62−95.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 0 | $5 | 0.00% | 0 | New |
| Beacon Capital Management, Inc. | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $228 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $228 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 3 | $342 | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 3 | $342 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 3 | $342 | 0.00% | +3 | New |
| Key Financial Inc | 4 | $456 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 4 | $456 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 4 | $456 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 5 | $570 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $570 | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 5 | $570 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $570 | 0.00% | +5 | New |
| Napier Financial, LLC | 5 | $570 | 0.00% | +5 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $572 | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 5 | $588 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 5 | $588 | 0.00% | +5 | New |
| Kilter Group LLC | 6 | $684 | 0.00% | −1−14.3% | Reduced |
| Vermillion Wealth Management, Inc. | 6 | $684 | 0.00% | +6 | New |
| Arlington Trust Co LLC | 6 | $684 | 0.00% | +6 | New |
| Tidemark, LLC | 6 | $684 | 0.00% | +6 | New |
| Kozak & Associates, Inc. | 6 | $716 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7 | $798 | 0.00% | −149−95.5% | Reduced |
| HFM Investment Advisors, LLC | 7 | $798 | 0.00% | 00.0% | Unchanged |
| Trust Co | 8 | $912 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $912 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $994 | 0.00% | −20−71.4% | Reduced |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 9 | $1.03K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $1.04K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 10 | $1.14K | 0.00% | −108−91.5% | Reduced |
| Nemes Rush Group LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 10 | $1.14K | 0.00% | +10 | New |
| S&T Bank | 11 | $1.25K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $1.37K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 13 | $1.48K | 0.00% | −1−7.1% | Reduced |
| NBT Bank N A | 13 | $1.48K | 0.00% | +13 | New |
| Crewe Advisors LLC | 14 | $1.60K | 0.00% | +5+55.6% | Added |
| American Capital Advisory, LLC | 15 | $1.71K | 0.00% | −24−61.5% | Reduced |
| NVWM, LLC | 15 | $1.71K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 16 | $1.82K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 18 | $2.05K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 18 | $2.05K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $2.06K | 0.00% | −6−25.0% | Reduced |
| Kimelman & Baird, LLC | 19 | $2.17K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $2.17K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 19 | $2.24K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 20 | $2.28K | 0.00% | +2+11.1% | Added |
| J.Safra Asset Management Corp | 20 | $2.28K | 0.00% | +20 | New |
| Burk Holdings LLC | 22 | $2.51K | 0.00% | +22 | New |
| Quest 10 Wealth Builders, Inc. | 23 | $2.62K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 23 | $2.62K | 0.00% | +8+53.3% | Added |
| Bogart Wealth, LLC | 23 | $2.62K | 0.00% | +11+91.7% | Added |
| Birchwood Financial Partners, Inc. | 24 | $2.74K | 0.00% | −12−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 24 | $2.74K | 0.00% | −1−4.0% | Reduced |
| IMA Wealth, Inc. | 24 | $2.74K | 0.00% | −6−20.0% | Reduced |
| RMG Wealth Management LLC | 25 | $2.79K | 0.00% | +25 | New |
| Principia Wealth Advisory, LLC | 25 | $2.85K | 0.00% | −6−19.4% | Reduced |
| Raffa Wealth Management, LLC | 25 | $2.85K | 0.00% | +1+4.2% | Added |
| Bay Harbor Wealth Management, LLC | 26 | $2.96K | 0.00% | +2+8.3% | Added |
| Rialto Wealth Management, LLC | 26 | $2.96K | 0.00% | +14+116.7% | Added |
| Valley National Advisers Inc | 28 | $3.00K | 0.00% | +28 | New |
| Murphy & Mullick Capital Management Corp | 27 | $3.08K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 27 | $3.13K | 0.00% | +8+42.1% | Added |
| High Note Wealth, LLC | 29 | $3.31K | 0.00% | +5+20.8% | Added |
| Marquette Asset Management, LLC | 29 | $3.31K | 0.00% | −9−23.7% | Reduced |
| Prestige Wealth Management Group LLC | 30 | $3.43K | 0.00% | −14−31.8% | Reduced |
| Clark Wealth Partners | 31 | $3.54K | 0.00% | −163−84.0% | Reduced |
| Hollencrest Capital Management | 32 | $3.65K | 0.00% | −103−76.3% | Reduced |
| Hughes Financial Services, LLC | 32 | $3.65K | 0.00% | +8+33.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 34 | $3.92K | 0.00% | −7−17.1% | Reduced |
| Truvestments Capital LLC | 35 | $3.99K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 35 | $3.99K | 0.00% | +35 | New |
| Capital Analysts, LLC | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 36 | $4.10K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 38 | $4.33K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 40 | $4.60K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 40 | $4.61K | 0.00% | −4−9.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 42 | $4.79K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 44 | $5.01K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 44 | $5.02K | 0.00% | −195−81.6% | Reduced |
| WPG Advisers, LLC | 45 | $5.13K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 47 | $5.36K | 0.00% | −813−94.5% | Reduced |
| Neo Ivy Capital Management | 48 | $5.47K | 0.00% | +44+1,100.0% | Added |
| Cetera Trust Company, N.A | 50 | $5.70K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 50 | $5.71K | 0.00% | −28−35.9% | Reduced |
| Bare Financial Services, Inc | 51 | $5.81K | 0.00% | −3−5.6% | Reduced |
| Dogwood Wealth Management LLC | 52 | $5.93K | 0.00% | −2−3.7% | Reduced |
| Whipplewood Advisors, LLC | 52 | $5.93K | 0.00% | +44+550.0% | Added |
| JPL Wealth Management, LLC | 52 | $5.93K | 0.00% | +52 | New |
| Avion Wealth | 55 | $6.00K | 0.00% | −8−12.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 50 | $6.00K | 0.00% | +50 | New |
| Signature Equity Partners, LLC | 54 | $6.16K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 58 | $6.61K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 58 | $6.61K | 0.00% | +13+28.9% | Added |