| Beaird Harris Wealth Management, LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 1 | $15 | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 1 | $15 | 0.00% | +1 | New |
| Acumen Wealth Advisors, LLC | 1 | $16 | 0.00% | +1 | New |
| HM Payson & Co | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 2 | $31 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4 | $61 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $62 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 6 | $92 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 6 | $92 | 0.00% | +2+50.0% | Added |
| Strategic Wealth Partners, Ltd. | 8 | $123 | 0.00% | +8 | New |
| Strive Financial Group ,LLC | 9 | $138 | 0.00% | +9 | New |
| Bartlett & Co. Wealth Management LLC | 10 | $153 | 0.00% | +10 | New |
| Godsey & Gibb Associates | 10 | $154 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $230 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 17 | $261 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 18 | $276 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 20 | $307 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 22 | $338 | 0.00% | +10+83.3% | Added |
| Trust Co | 24 | $368 | 0.00% | +24 | New |
| Scarborough Advisors, LLC | 25 | $383 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 25 | $383 | 0.00% | +25 | New |
| Chilton Capital Management LLC | 25 | $384 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 26 | $399 | 0.00% | −41−61.2% | Reduced |
| HFM Investment Advisors, LLC | 26 | $399 | 0.00% | −2−7.1% | Reduced |
| Glass Jacobson Investment Advisors llc | 26 | $399 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 28 | $429 | 0.00% | −128−82.1% | Reduced |
| Dunhill Financial, LLC | 29 | $448 | 0.00% | +16+123.1% | Added |
| Bullock Wealth Management Group | 30 | $460 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 34 | $521 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 35 | $537 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 41 | $629 | 0.00% | +41 | New |
| SJS Investment Consulting Inc. | 45 | $690 | 0.00% | −993−95.7% | Reduced |
| Highline Wealth Partners LLC | 47 | $721 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 49 | $751 | 0.00% | +8+19.5% | Added |
| Caldwell Sutter Capital, Inc. | 50 | $767 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 56 | $859 | 0.00% | +34+154.5% | Added |
| Principia Wealth Advisory, LLC | 61 | $935 | 0.00% | +16+35.6% | Added |
| MV Capital Management, Inc. | 63 | $966 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 65 | $996 | 0.00% | +65 | New |
| Resources Management Corp | 96 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 70 | $1.10K | 0.00% | +70 | New |
| Torren Management, LLC | 73 | $1.12K | 0.00% | +73 | New |
| Winnow Wealth LLC | 70 | $1.12K | 0.00% | +70 | New |
| Smallwood Wealth Investment Management, LLC | 77 | $1.18K | 0.00% | −2,000−96.3% | Reduced |
| LGT Financial Advisors LLC | 77 | $1.18K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 89 | $1.20K | 0.00% | −309−77.6% | Reduced |
| PayPay Securities Corp | 79 | $1.21K | 0.04% | −10−11.2% | Reduced |
| Bruce G. Allen Investments, LLC | 79 | $1.21K | 0.00% | +59+295.0% | Added |
| Central Trust Co | 80 | $1.23K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 81 | $1.24K | 0.00% | +20+32.8% | Added |
| DiNuzzo Private Wealth, Inc. | 82 | $1.26K | 0.00% | −2−2.4% | Reduced |
| Estate Planners Group, LLC | 86 | $1.31K | 0.00% | +86 | New |
| South State Corp. | 89 | $1.36K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 92 | $1.41K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 93 | $1.43K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 94 | $1.44K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 100 | $1.52K | 0.00% | +100 | New |
| Corsicana & Co. | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 100 | $1.53K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 105 | $1.61K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 107 | $1.64K | 0.00% | +107 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 110 | $1.69K | 0.00% | +110 | New |
| Cornerstone Financial Management LLC | 118 | $1.81K | 0.00% | +118 | New |
| Hilton Head Capital Partners, LLC | 122 | $1.87K | 0.00% | +122 | New |
| N.E.W. Advisory Services LLC | 130 | $1.99K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 134 | $2.05K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 134 | $2.06K | 0.00% | −233−63.5% | Reduced |
| PFS Partners, LLC | 135 | $2.07K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 140 | $2.15K | 0.00% | +40+40.0% | Added |
| Crewe Advisors LLC | 150 | $2.30K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 153 | $2.35K | 0.00% | +153 | New |
| Gen-Wealth Partners Inc | 165 | $2.53K | 0.00% | −25−13.2% | Reduced |
| Brown Brothers Harriman & Co | 171 | $2.62K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 174 | $2.67K | 0.00% | −39−18.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 188 | $2.88K | 0.00% | +22+13.3% | Added |
| Elyxium Wealth, LLC | 188 | $2.88K | 0.00% | +188 | New |
| Syntax Research, Inc. | 200 | $3.07K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 200 | $3.07K | 0.00% | +200 | New |
| Versant Capital Management, Inc | 201 | $3.08K | 0.00% | −31−13.4% | Reduced |
| JNBA Financial Advisors | 216 | $3.31K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 235 | $3.60K | 0.00% | +235 | New |
| IMA Wealth, Inc. | 237 | $3.63K | 0.00% | +237 | New |
| Bryn Mawr Trust Co | 250 | $3.83K | 0.00% | 00.0% | Unchanged |
| Limestone Investment Advisors LP | 250 | $3.83K | 0.00% | +250 | New |
| Dorato Capital Management | 257 | $3.89K | 0.00% | +257 | New |
| Financial Perspectives, Inc | 262 | $4.01K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 264 | $4.05K | 0.00% | +264 | New |
| Vision Financial Markets LLC | 265 | $4.06K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 270 | $4.14K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 282 | $4.37K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 291 | $4.46K | 0.00% | +8+2.8% | Added |
| Global Trust Asset Management, LLC | 300 | $4.60K | 0.00% | +300 | New |
| MTM Investment Management, LLC | 303 | $4.64K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 310 | $4.75K | 0.00% | +204+192.5% | Added |
| UMA Financial Services, Inc. | 313 | $4.80K | 0.00% | +163+108.7% | Added |
| Stone House Investment Management, LLC | 320 | $4.90K | 0.00% | +227+244.1% | Added |
| TD Private Client Wealth LLC | 322 | $4.94K | 0.00% | +10+3.2% | Added |
| Lodestone Wealth Management LLC | 345 | $5.29K | 0.00% | +345 | New |