| CKW Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 5 | $4 | 0.00% | −63−92.6% | Reduced |
| Turning Point Benefit Group, Inc. | 1 | $75 | 0.00% | +1 | New |
| Guerra Advisors Inc | 1 | $76 | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 3 | $227 | 0.00% | −17−85.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $227 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 3 | $227 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 3 | $227 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 3 | $227 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $228 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $242 | 0.00% | −2−40.0% | Reduced |
| Rakuten Securities, Inc. | 4 | $303 | 0.00% | −75−94.9% | Reduced |
| Minot DeBlois Advisors LLC | 5 | $379 | 0.00% | −10−66.7% | Reduced |
| Rialto Wealth Management, LLC | 5 | $379 | 0.00% | −8−61.5% | Reduced |
| HFM Investment Advisors, LLC | 6 | $455 | 0.00% | −1−14.3% | Reduced |
| S&T Bank | 7 | $530 | 0.00% | −15−68.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 7 | $530 | 0.00% | −2−22.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $530 | 0.00% | −1−12.5% | Reduced |
| Texas Capital Bancshares Inc | 7 | $530 | 0.00% | +7 | New |
| South State Corp. | 7 | $531 | 0.00% | −13−65.0% | Reduced |
| Tortoise Investment Management, LLC | 8 | $606 | 0.00% | +4+100.0% | Added |
| AdvisorNet Financial, Inc | 8 | $606 | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $607 | 0.00% | −3−27.3% | Reduced |
| Trifecta Capital Advisors, LLC | 8 | $607 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 8 | $607 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $607 | 0.00% | +5+166.7% | Added |
| Quaker Wealth Management, LLC | 8 | $607 | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 7 | $610 | 0.00% | +7 | New |
| Clark Wealth Partners | 7 | $611 | 0.00% | −14−66.7% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $682 | 0.00% | −6−40.0% | Reduced |
| Boreal Capital Management LLC | 9 | $682 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $682 | 0.00% | +9 | New |
| Colonial Trust Co | 12 | $909 | 0.00% | −747−98.4% | Reduced |
| Johnson Financial Group, Inc. | 12 | $910 | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 13 | $985 | 0.00% | −5−27.8% | Reduced |
| Horizon Financial Services, LLC | 13 | $985 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 17 | $1.00K | 0.00% | +17 | New |
| Bare Financial Services, Inc | 14 | $1.06K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 16 | $1.21K | 0.00% | −15−48.4% | Reduced |
| Sachetta, LLC | 16 | $1.21K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 18 | $1.36K | 0.00% | +18 | New |
| Transamerica Financial Advisors, Inc. | 19 | $1.44K | 0.00% | +19 | New |
| Vermillion Wealth Management, Inc. | 19 | $1.44K | 0.00% | +19 | New |
| Kilter Group LLC | 19 | $1.44K | 0.00% | −1−5.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 19 | $1.50K | 0.00% | −5−20.8% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 20 | $1.52K | 0.00% | +20 | New |
| Boyd Watterson Asset Management LLC | 22 | $1.67K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 25 | $1.89K | 0.00% | +25 | New |
| Close Asset Management Ltd | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 29 | $2.20K | 0.00% | +29 | New |
| Addison Advisors LLC | 30 | $2.27K | 0.00% | −3−9.1% | Reduced |
| Harbor Investment Advisory, LLC | 30 | $2.27K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 30 | $2.27K | 0.00% | +2+7.1% | Added |
| Howard Hughes Medical Institute | 31 | $2.35K | 0.00% | −1−3.1% | Reduced |
| Red Tortoise LLC | 31 | $2.35K | 0.00% | +31 | New |
| C M Bidwell & Associates Ltd | 32 | $2.42K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 32 | $2.42K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 33 | $2.50K | 0.00% | +1+3.1% | Added |
| Advanced Portfolio Management, LLC | 33 | $2.50K | 0.01% | +33 | New |
| Abound Wealth Management | 33 | $2.50K | 0.00% | −12−26.7% | Reduced |
| Princeton Global Asset Management LLC | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 37 | $2.81K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $3.11K | 0.00% | −76−65.0% | Reduced |
| JFS Wealth Advisors, LLC | 42 | $3.18K | 0.00% | +5+13.5% | Added |
| DT Investment Partners, LLC | 44 | $3.33K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 49 | $3.71K | 0.00% | −44−47.3% | Reduced |
| Innovative Advisory Group, LLC | 50 | $3.79K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 54 | $4.09K | 0.00% | −196−78.4% | Reduced |
| Stephens Consulting, LLC | 54 | $4.09K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 60 | $4.55K | 0.00% | +60 | New |
| Fortitude Family Office, LLC | 61 | $4.62K | 0.00% | −6−9.0% | Reduced |
| Grove Bank & Trust | 62 | $4.70K | 0.00% | −9−12.7% | Reduced |
| TSFG, LLC | 70 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 66 | $5.00K | 0.00% | +4+6.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 78 | $5.91K | 0.00% | −47−37.6% | Reduced |
| First Pacific Financial | 86 | $6.52K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 91 | $6.89K | 0.00% | −31−25.4% | Reduced |
| Westfuller Advisors, LLC | 93 | $7.05K | 0.00% | +93 | New |
| Marquette Asset Management, LLC | 95 | $7.20K | 0.00% | +95 | New |
| Wealthspire Advisors, LLC | 99 | $7.50K | 0.00% | +99 | New |
| Ogorek Anthony Joseph | 106 | $8.00K | 0.00% | +31+41.3% | Added |
| Farmers & Merchants Investments Inc | 108 | $8.18K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 112 | $8.48K | 0.01% | −10−8.2% | Reduced |
| MV Capital Management, Inc. | 113 | $8.56K | 0.00% | +10+9.7% | Added |
| Ameriflex Group, Inc. | 114 | $8.64K | 0.00% | +114 | New |
| Versant Capital Management, Inc | 118 | $8.94K | 0.00% | +23+24.2% | Added |
| Tradewinds Capital Management, LLC | 135 | $10.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 135 | $10.2K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 136 | $10.3K | 0.01% | +51+60.0% | Added |
| TD Private Client Wealth LLC | 145 | $11.0K | 0.00% | −15−9.4% | Reduced |
| Salomon & Ludwin, LLC | 144 | $11.2K | 0.00% | +58+67.4% | Added |
| Heritage Wealth Advisors | 148 | $11.2K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 155 | $11.7K | 0.01% | +11+7.6% | Added |
| Perkins Coie Trust Co | 171 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 182 | $13.0K | 0.00% | −18−9.0% | Reduced |
| IFP Advisors, Inc | 185 | $14.0K | 0.00% | +145+362.5% | Added |
| Global Retirement Partners, LLC | 192 | $14.5K | 0.00% | −5−2.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 198 | $15.0K | 0.00% | −56−22.0% | Reduced |