| Avion Wealth | 13 | $0 | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 3 | $179 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $179 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $179 | 0.00% | +2+200.0% | Added |
| Bear Mountain Capital, Inc. | 4 | $231 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $238 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 5 | $272 | 0.00% | −5−50.0% | Reduced |
| TD Waterhouse Canada Inc. | 5 | $295 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 5 | $298 | 0.00% | −1,051−99.5% | Reduced |
| WestEnd Advisors, LLC | 5 | $298 | 0.00% | +5 | New |
| Binnacle Investments Inc | 5 | $298 | 0.00% | +5 | New |
| Kestra Investment Management, LLC | 7 | $417 | 0.00% | −22−75.9% | Reduced |
| IMG Wealth Management, Inc. | 7 | $417 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 7 | $417 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 7 | $417 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 7 | $417 | 0.00% | +7 | New |
| Bogart Wealth, LLC | 8 | $476 | 0.00% | +8 | New |
| SOA Wealth Advisors, LLC. | 9 | $536 | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 9 | $536 | 0.00% | +9 | New |
| CoreCap Advisors, LLC | 10 | $595 | 0.00% | −5−33.3% | Reduced |
| McIlrath & Eck, LLC | 10 | $595 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 10 | $595 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 11 | $655 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 323 | $714 | 0.00% | +323 | New |
| Clark Wealth Partners | 12 | $714 | 0.00% | +12 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13 | $773 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 13 | $774 | 0.00% | −1−7.1% | Reduced |
| LRI Investments, LLC | 13 | $774 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 13 | $774 | 0.00% | +13 | New |
| Cullen/Frost Bankers, Inc. | 14 | $833 | 0.00% | −12−46.2% | Reduced |
| Cromwell Holdings LLC | 14 | $833 | 0.00% | +14 | New |
| Ameriflex Group, Inc. | 15 | $893 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 15 | $893 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $946 | 0.00% | +16 | New |
| Proffitt & Goodson Inc | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 17 | $1.01K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 19 | $1.13K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 19 | $1.13K | 0.00% | +19 | New |
| NewSquare Capital LLC | 22 | $1.31K | 0.00% | +16+266.7% | Added |
| Provenance Wealth Advisors, LLC | 22 | $1.31K | 0.00% | +22 | New |
| Noble Wealth Management PBC | 25 | $1.49K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $1.49K | 0.00% | +10+66.7% | Added |
| NBT Bank N A | 25 | $1.49K | 0.00% | +25 | New |
| Anchor Investment Management, LLC | 28 | $1.67K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 31 | $1.84K | 0.00% | +1+3.3% | Added |
| Country Trust Bank | 31 | $1.84K | 0.00% | +31 | New |
| Hoey Investments, Inc | 32 | $1.90K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 34 | $2.02K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 35 | $2.08K | 0.00% | −163−82.3% | Reduced |
| Park Square Financial Group, LLC | 35 | $2.08K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 37 | $2.20K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 40 | $2.38K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 40 | $2.38K | 0.00% | +40 | New |
| Sierra Ocean, LLC | 44 | $2.62K | 0.00% | −4−8.3% | Reduced |
| Trust Co of Vermont | 45 | $2.68K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 45 | $2.68K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 46 | $2.74K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $2.86K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 48 | $2.86K | 0.00% | +48 | New |
| Dunhill Financial, LLC | 50 | $2.97K | 0.00% | +7+16.3% | Added |
| Accredited Wealth Management, LLC | 50 | $2.98K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 50 | $2.98K | 0.00% | +49+4,900.0% | Added |
| Reyes Financial Architecture, Inc. | 50 | $2.98K | 0.00% | +50 | New |
| Smithfield Trust Co | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 53 | $3.00K | 0.00% | −8−13.1% | Reduced |
| TSFG, LLC | 50 | $3.00K | 0.00% | +50 | New |
| Caitong International Asset Management Co., Ltd | 51 | $3.03K | 0.00% | +51 | New |
| Hollencrest Capital Management | 52 | $3.09K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 53 | $3.15K | 0.00% | +53 | New |
| Caldwell Sutter Capital, Inc. | 55 | $3.27K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 56 | $3.33K | 0.00% | +56 | New |
| Aventura Private Wealth, LLC | 57 | $3.39K | 0.00% | +7+14.0% | Added |
| WPG Advisers, LLC | 58 | $3.45K | 0.00% | +23+65.7% | Added |
| Creative Financial Designs Inc | 72 | $4.28K | 0.00% | +72 | New |
| AdvisorNet Financial, Inc | 75 | $4.43K | 0.00% | −1−1.3% | Reduced |
| Addison Advisors LLC | 77 | $4.58K | 0.00% | −130−62.8% | Reduced |
| Continuum Advisory, LLC | 77 | $4.58K | 0.00% | −23−23.0% | Reduced |
| WealthCollab, LLC | 91 | $5.42K | 0.00% | −228−71.5% | Reduced |
| Saudi Central Bank | 92 | $5.47K | 0.03% | +92 | New |
| Cornerstone Planning Group LLC | 110 | $5.86K | 0.00% | +50+83.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $5.95K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 111 | $6.61K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 111 | $6.61K | 0.00% | +14+14.4% | Added |
| Bruce G. Allen Investments, LLC | 117 | $6.96K | 0.01% | +33+39.3% | Added |
| Salem Investment Counselors Inc | 122 | $7.26K | 0.00% | −176−59.1% | Reduced |
| Atala Financial Inc | 125 | $7.44K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 144 | $8.57K | 0.00% | +33+29.7% | Added |
| Rise Advisors, LLC | 155 | $9.22K | 0.00% | −52−25.1% | Reduced |
| Manchester Capital Management LLC | 155 | $9.22K | 0.00% | +37+31.4% | Added |
| Legacy Wealth Managment, LLC | 170 | $10.1K | 0.01% | +170 | New |
| Wolff Wiese Magana LLC | 175 | $10.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 177 | $10.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 179 | $10.7K | 0.00% | −48−21.1% | Reduced |
| Allworth Financial LP | 203 | $11.2K | 0.00% | −171−45.7% | Reduced |
| Atlas Capital Advisors LLC | 190 | $11.3K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 192 | $11.4K | 0.00% | +170+772.7% | Added |
| True Wealth Design, LLC | 216 | $12.9K | 0.00% | −5−2.3% | Reduced |
| CVA Family Office, LLC | 231 | $13.7K | 0.00% | +60+35.1% | Added |