| Transamerica Financial Advisors, Inc. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1 | $161 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 1 | $189 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1 | $189 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 1 | $189 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $189 | 0.00% | +1 | New |
| LGT Financial Advisors LLC | 1 | $189 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $189 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $190 | 0.00% | −1−50.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $190 | 0.00% | +1 | New |
| Rialto Wealth Management, LLC | 1 | $190 | 0.00% | +1 | New |
| ORG Wealth Partners, LLC | 1 | $194 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 2 | $378 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $379 | 0.00% | −1−33.3% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $379 | 0.00% | +1+100.0% | Added |
| Stephens Consulting, LLC | 2 | $379 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $379 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $379 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $517 | 0.00% | −14−87.5% | Reduced |
| WestEnd Advisors, LLC | 3 | $568 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3 | $568 | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 3 | $568 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 3 | $568 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 3 | $568 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 3 | $568 | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 3 | $568 | 0.00% | +3 | New |
| Binnacle Investments Inc | 3 | $568 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $583 | 0.00% | +3 | New |
| Golden State Wealth Management, LLC | 4 | $757 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 4 | $757 | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 4 | $757 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 6 | $821 | 0.00% | +3+100.0% | Added |
| WealthTrak Capital Management LLC | 5 | $947 | 0.00% | −5−50.0% | Reduced |
| Garde Capital, Inc. | 5 | $947 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $947 | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 5 | $947 | 0.00% | +5 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $947 | 0.00% | +5 | New |
| Ogorek Anthony Joseph | 8 | $1.00K | 0.00% | +8 | New |
| Medallion Wealth Advisors, LLC | 6 | $1.17K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $1.32K | 0.00% | +1+16.7% | Added |
| Cullen/Frost Bankers, Inc. | 8 | $1.51K | 0.00% | −2−20.0% | Reduced |
| Raffa Wealth Management, LLC | 8 | $1.51K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 8 | $1.51K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $1.89K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 14 | $2.02K | 0.00% | +14 | New |
| Scarborough Advisors, LLC | 11 | $2.08K | 0.00% | +11 | New |
| Aventura Private Wealth, LLC | 12 | $2.27K | 0.00% | −6−33.3% | Reduced |
| CoreCap Advisors, LLC | 12 | $2.27K | 0.00% | −4−25.0% | Reduced |
| NVWM, LLC | 12 | $2.27K | 0.00% | −2−14.3% | Reduced |
| Sachetta, LLC | 12 | $2.27K | 0.00% | +7+140.0% | Added |
| JFS Wealth Advisors, LLC | 12 | $2.27K | 0.00% | +9+300.0% | Added |
| Alerus Financial NA | 13 | $2.46K | 0.00% | +13 | New |
| Versant Capital Management, Inc | 13 | $2.46K | 0.00% | +13 | New |
| St Germain D J Co Inc | 14 | $2.65K | 0.00% | 00.0% | Unchanged |
| City State Bank | 14 | $2.65K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 15 | $2.84K | 0.00% | −30−66.7% | Reduced |
| Princeton Global Asset Management LLC | 15 | $2.84K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 15 | $2.84K | 0.00% | +15 | New |
| Anfield Capital Management, LLC | 17 | $3.22K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $3.22K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 17 | $3.22K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 17 | $3.22K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 18 | $3.41K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $3.41K | 0.00% | +7+63.6% | Added |
| Financial Network Wealth Advisors LLC | 20 | $3.79K | 0.00% | +6+42.9% | Added |
| Strategic Wealth Partners, Ltd. | 20 | $3.79K | 0.00% | +20 | New |
| Avion Wealth | 24 | $4.00K | 0.00% | +17+242.9% | Added |
| Financial Management Professionals, Inc. | 22 | $4.17K | 0.00% | +17+340.0% | Added |
| Bell Investment Advisors, Inc | 23 | $4.36K | 0.00% | −13−36.1% | Reduced |
| MV Capital Management, Inc. | 23 | $4.36K | 0.00% | −6−20.7% | Reduced |
| Clark Wealth Partners | 23 | $4.36K | 0.00% | +23 | New |
| Riverview Trust Co | 24 | $4.54K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $4.73K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 25 | $4.73K | 0.00% | −2,641−99.1% | Reduced |
| Fortitude Family Office, LLC | 25 | $4.73K | 0.00% | −15−37.5% | Reduced |
| Ancora Advisors, LLC | 25 | $4.73K | 0.00% | +1+4.2% | Added |
| Cornerstone Planning Group LLC | 34 | $4.75K | 0.00% | −3−8.1% | Reduced |
| Barrett & Company, Inc. | 26 | $4.92K | 0.00% | −15−36.6% | Reduced |
| Meeder Asset Management Inc | 26 | $4.92K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 26 | $4.92K | 0.00% | +11+73.3% | Added |
| CNB Bank | 27 | $5.11K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 27 | $5.11K | 0.00% | +27 | New |
| Kilter Group LLC | 28 | $5.30K | 0.00% | +28 | New |
| Harbor Investment Advisory, LLC | 29 | $5.49K | 0.00% | +16+123.1% | Added |
| Banque Transatlantique SA | 29 | $5.52K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 30 | $5.68K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 32 | $6.06K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 34 | $6.44K | 0.00% | −31−47.7% | Reduced |
| DT Investment Partners, LLC | 34 | $6.44K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 35 | $6.63K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 36 | $6.82K | 0.00% | +36 | New |
| WPG Advisers, LLC | 38 | $7.20K | 0.01% | −19−33.3% | Reduced |
| WealthCollab, LLC | 41 | $7.76K | 0.00% | +25+156.3% | Added |
| Pin Oak Investment Advisors Inc | 53 | $8.00K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 46 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 46 | $8.71K | 0.00% | +46 | New |
| Farmers & Merchants Investments Inc | 48 | $9.09K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 49 | $9.28K | 0.00% | +3+6.5% | Added |