| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | +6 | New |
| Rakuten Securities, Inc. | 1 | $68 | 0.00% | −2−66.7% | Reduced |
| Private Wealth Management Group, LLC | 1 | $69 | 0.00% | −30−96.8% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $136 | 0.00% | −3−60.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 2 | $136 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 3 | $205 | 0.00% | −6−66.7% | Reduced |
| Anfield Capital Management, LLC | 3 | $205 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $205 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3 | $205 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $273 | 0.00% | −1−20.0% | Reduced |
| Bear Mountain Capital, Inc. | 4 | $273 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $273 | 0.00% | +4 | New |
| Cape Investment Advisory, Inc. | 4 | $273 | 0.00% | +4 | New |
| TD Waterhouse Canada Inc. | 5 | $358 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 6 | $409 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 6 | $409 | 0.00% | +6 | New |
| Kestra Investment Management, LLC | 7 | $417 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 7 | $478 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 7 | $478 | 0.00% | +7 | New |
| Colonial Trust Co | 8 | $546 | 0.00% | +3+60.0% | Added |
| Stephens Consulting, LLC | 8 | $546 | 0.00% | +8 | New |
| Tortoise Investment Management, LLC | 9 | $614 | 0.00% | +9 | New |
| SJS Investment Consulting Inc. | 9 | $614 | 0.00% | +9 | New |
| Abound Wealth Management | 9 | $614 | 0.00% | +9 | New |
| Rothschild Investment LLC | 10 | $682 | 0.00% | −9−47.4% | Reduced |
| TFC Financial Management | 10 | $683 | 0.00% | −608−98.4% | Reduced |
| Breakwater Investment Management | 10 | $683 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 12 | $819 | 0.00% | −311−96.3% | Reduced |
| CoreCap Advisors, LLC | 12 | $819 | 0.00% | +2+20.0% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $819 | 0.00% | +12 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13 | $886 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 13 | $887 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 13 | $887 | 0.00% | +13 | New |
| Bruce G. Allen Investments, LLC | 14 | $955 | 0.00% | −103−88.0% | Reduced |
| Key Financial Inc | 14 | $955 | 0.00% | +14 | New |
| Avion Wealth | 28 | $1.00K | 0.00% | +15+115.4% | Added |
| Fortitude Family Office, LLC | 15 | $1.02K | 0.00% | +15 | New |
| Core Alternative Capital | 17 | $1.16K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 17 | $1.16K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 18 | $1.23K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 18 | $1.23K | 0.00% | +18 | New |
| St Germain D J Co Inc | 19 | $1.30K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 20 | $1.36K | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 21 | $1.43K | 0.00% | +21 | New |
| Smallwood Wealth Investment Management, LLC | 22 | $1.50K | 0.00% | +22 | New |
| Newbridge Financial Services Group, Inc. | 22 | $1.50K | 0.00% | −170−88.5% | Reduced |
| South State Corp. | 25 | $1.71K | 0.00% | −28−52.8% | Reduced |
| Activest Wealth Management | 25 | $1.71K | 0.00% | −25−50.0% | Reduced |
| NBT Bank N A | 25 | $1.71K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 26 | $1.77K | 0.00% | −65−71.4% | Reduced |
| Anchor Investment Management, LLC | 28 | $1.91K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 29 | $1.98K | 0.00% | +29 | New |
| NewSquare Capital LLC | 30 | $2.05K | 0.00% | +8+36.4% | Added |
| S&T Bank | 30 | $2.05K | 0.00% | +30 | New |
| Larson Financial Group LLC | 32 | $2.18K | 0.00% | +7+28.0% | Added |
| Transce3nd, LLC | 32 | $2.18K | 0.00% | +19+146.2% | Added |
| Hoey Investments, Inc | 32 | $2.18K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 33 | $2.25K | 0.00% | −25−43.1% | Reduced |
| Spurstone Advisory Services, LLC | 35 | $2.39K | 0.04% | +35 | New |
| Zions Bancorporation, National Association | 35 | $2.39K | 0.00% | −407−92.1% | Reduced |
| Park Square Financial Group, LLC | 35 | $2.39K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 35 | $2.39K | 0.00% | +35 | New |
| CBIZ Investment Advisory Services, LLC | 38 | $2.59K | 0.00% | +31+442.9% | Added |
| Cullen/Frost Bankers, Inc. | 39 | $2.66K | 0.00% | +25+178.6% | Added |
| Smithfield Trust Co | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 45 | $3.07K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 45 | $3.07K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 46 | $3.14K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 47 | $3.21K | 0.00% | +7+17.5% | Added |
| Raffa Wealth Management, LLC | 48 | $3.27K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 49 | $3.34K | 0.00% | +49 | New |
| Aventura Private Wealth, LLC | 50 | $3.41K | 0.00% | −7−12.3% | Reduced |
| Accredited Wealth Management, LLC | 50 | $3.41K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 48 | $3.44K | 0.00% | +48 | New |
| Hollencrest Capital Management | 52 | $3.55K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 52 | $3.55K | 0.00% | +1+2.0% | Added |
| Armstrong Advisory Group, Inc | 52 | $3.55K | 0.00% | +52 | New |
| Caldwell Sutter Capital, Inc. | 55 | $3.75K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 55 | $3.94K | 0.00% | +55 | New |
| Trust Co of Toledo NA | 66 | $4.50K | 0.00% | +66 | New |
| AdvisorNet Financial, Inc | 68 | $4.61K | 0.00% | −7−9.3% | Reduced |
| Eastern Bank | 71 | $4.84K | 0.00% | −589−89.2% | Reduced |
| Total Investment Management Inc | 71 | $4.84K | 0.00% | +71 | New |
| Creative Financial Designs Inc | 72 | $4.91K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 96 | $6.55K | 0.00% | −15−13.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $6.82K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $6.82K | 0.00% | +100 | New |
| Hemington Wealth Management | 110 | $7.00K | 0.00% | +57+107.5% | Added |
| Cornerstone Planning Group LLC | 110 | $7.13K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 111 | $7.57K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 114 | $7.78K | 0.00% | −117−50.6% | Reduced |
| Bell Investment Advisors, Inc | 122 | $8.32K | 0.00% | −22−15.3% | Reduced |
| Westside Investment Management, Inc. | 126 | $9.03K | 0.00% | +126 | New |
| Riggs Asset Managment Co. Inc. | 133 | $9.07K | 0.00% | +126+1,800.0% | Added |
| Manchester Capital Management LLC | 139 | $9.48K | 0.00% | −16−10.3% | Reduced |
| Parkside Financial Bank & Trust | 153 | $10.4K | 0.00% | −139−47.6% | Reduced |
| Clear Street Markets LLC | 156 | $10.6K | 0.00% | +156 | New |
| GeoWealth Management, LLC | 160 | $10.9K | 0.00% | −3,671−95.8% | Reduced |
| Rise Advisors, LLC | 172 | $11.7K | 0.00% | +17+11.0% | Added |
| Farmers & Merchants Investments Inc | 177 | $12.1K | 0.00% | 00.0% | Unchanged |