| Rakuten Securities, Inc. | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $87 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 3 | $259 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $259 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $259 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $259 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 4 | $342 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $345 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $345 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $345 | 0.00% | +2+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 5 | $431 | 0.00% | +3+150.0% | Added |
| Binnacle Investments Inc | 5 | $431 | 0.00% | +5 | New |
| South State Corp. | 5 | $432 | 0.00% | −20−80.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6 | $517 | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 6 | $517 | 0.00% | +6 | New |
| Wealth Watch Advisors, INC | 6 | $517 | 0.00% | +6 | New |
| North Capital, Inc. | 6 | $517 | 0.00% | +6 | New |
| Pandora Wealth, Inc. | 7 | $604 | 0.00% | −40−85.1% | Reduced |
| North Star Investment Management Corp. | 7 | $604 | 0.00% | +7 | New |
| Colonial Trust Co | 8 | $690 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8 | $690 | 0.00% | +4+100.0% | Added |
| Abound Wealth Management | 9 | $776 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $776 | 0.00% | +3+50.0% | Added |
| Johnson Financial Group, Inc. | 9 | $776 | 0.00% | +9 | New |
| TFC Financial Management | 10 | $863 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 10 | $863 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $871 | 0.00% | −4−28.6% | Reduced |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 13 | $1.12K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 13 | $1.12K | 0.00% | +4+44.4% | Added |
| Heartwood Wealth Advisors LLC | 13 | $1.12K | 0.00% | +13 | New |
| Rossby Financial, LCC | 13 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $1.21K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 14 | $1.21K | 0.00% | +2+16.7% | Added |
| SJS Investment Consulting Inc. | 15 | $1.29K | 0.00% | +6+66.7% | Added |
| Geneos Wealth Management Inc. | 16 | $1.38K | 0.00% | −278−94.6% | Reduced |
| Bullock Wealth Management Group | 16 | $1.39K | 0.00% | +16 | New |
| Trifecta Capital Advisors, LLC | 17 | $1.47K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 18 | $1.55K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 18 | $1.55K | 0.00% | +18 | New |
| St Germain D J Co Inc | 19 | $1.64K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 20 | $1.72K | 0.00% | +13+185.7% | Added |
| S&T Bank | 21 | $1.81K | 0.00% | −9−30.0% | Reduced |
| Marquette Asset Management, LLC | 21 | $1.81K | 0.00% | +21 | New |
| Newbridge Financial Services Group, Inc. | 22 | $1.90K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 30 | $2.00K | 0.00% | +30 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $2.07K | 0.00% | +14+116.7% | Added |
| NBT Bank N A | 86 | $2.16K | 0.00% | +61+244.0% | Added |
| WealthCollab, LLC | 26 | $2.24K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 28 | $2.41K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 28 | $2.41K | 0.00% | +3+12.0% | Added |
| Rialto Wealth Management, LLC | 28 | $2.42K | 0.00% | +7+33.3% | Added |
| Beaird Harris Wealth Management, LLC | 29 | $2.50K | 0.00% | +29 | New |
| Trust Co of Vermont | 30 | $2.59K | 0.00% | −15−33.3% | Reduced |
| Hoey Investments, Inc | 32 | $2.76K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 33 | $2.85K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 36 | $3.00K | 0.00% | +8+28.6% | Added |
| T. Rowe Price Investment Management, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| Hilltop National Bank | 35 | $3.02K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 37 | $3.19K | 0.00% | −11−22.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 38 | $3.28K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 39 | $3.36K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $3.45K | 0.00% | +25+166.7% | Added |
| Transamerica Financial Advisors, Inc. | 44 | $3.79K | 0.00% | +44 | New |
| St. Johns Investment Management Company, LLC | 45 | $3.88K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 45 | $3.88K | 0.00% | +45 | New |
| Golden State Wealth Management, LLC | 46 | $3.97K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 47 | $4.05K | 0.00% | −2−4.1% | Reduced |
| Accredited Wealth Management, LLC | 25 | $4.31K | 0.00% | −25−50.0% | Reduced |
| Aventura Private Wealth, LLC | 50 | $4.31K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 52 | $4.48K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 55 | $4.74K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 56 | $4.83K | 0.00% | +8+16.7% | Added |
| Asset Dedication, LLC | 60 | $5.13K | 0.00% | +60 | New |
| CVA Family Office, LLC | 60 | $5.17K | 0.00% | −54−47.4% | Reduced |
| Trust Co of Toledo NA | 66 | $5.69K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 68 | $5.82K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 72 | $5.96K | 0.00% | +72 | New |
| Eastern Bank | 71 | $6.12K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 72 | $6.21K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 75 | $6.47K | 0.00% | +75 | New |
| Quarry LP | 85 | $7.33K | 0.00% | −2,401−96.6% | Reduced |
| MV Capital Management, Inc. | 96 | $8.28K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $8.62K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 100 | $8.62K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 100 | $8.62K | 0.00% | +100 | New |
| Larson Financial Group LLC | 105 | $9.05K | 0.00% | +73+228.1% | Added |
| Wealthspire Advisors, LLC | 105 | $9.05K | 0.00% | +105 | New |
| Battery Global Advisors, LLC | 111 | $9.57K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 120 | $9.85K | 0.00% | +10+9.1% | Added |
| Bell Investment Advisors, Inc | 115 | $9.92K | 0.00% | −7−5.7% | Reduced |
| Westfuller Advisors, LLC | 120 | $10.3K | 0.00% | +120 | New |
| Ameritas Advisory Services, LLC | 133 | $11.5K | 0.00% | +133 | New |
| Parkside Financial Bank & Trust | 153 | $13.2K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 160 | $13.8K | 0.00% | +160 | New |
| Sunbelt Securities, Inc. | 165 | $14.2K | 0.00% | +165 | New |
| Hemington Wealth Management | 176 | $15.0K | 0.00% | +66+60.0% | Added |