| Capital Advisors, Ltd. LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $69 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $69 | 0.00% | +1 | New |
| Napier Financial, LLC | 1 | $69 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $70 | 0.00% | −13−92.9% | Reduced |
| Arcadia Investment Management Corp | 2 | $139 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $139 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $139 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $139 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $208 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $208 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $208 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 3 | $208 | 0.00% | +3 | New |
| Bear Mountain Capital, Inc. | 4 | $243 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $278 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $278 | 0.00% | +4 | New |
| Financial Consulate, Inc | 4 | $278 | 0.00% | +4 | New |
| Torren Management, LLC | 5 | $347 | 0.00% | −16−76.2% | Reduced |
| CoreCap Advisors, LLC | 5 | $347 | 0.00% | −9−64.3% | Reduced |
| 1015 Capital Partners, LLC | 5 | $347 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $348 | 0.00% | +4+400.0% | Added |
| IMG Wealth Management, Inc. | 7 | $486 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $486 | 0.00% | +7 | New |
| Burk Holdings LLC | 7 | $486 | 0.00% | +7 | New |
| Central Trust Co | 7 | $487 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 7 | $487 | 0.00% | +7 | New |
| Colonial Trust Co | 8 | $556 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 9 | $625 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $625 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $694 | 0.00% | −52−83.9% | Reduced |
| Key Financial Inc | 10 | $694 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $695 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $764 | 0.00% | +2+22.2% | Added |
| Paladin Partners, LLC | 12 | $833 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 12 | $833 | 0.00% | +12 | New |
| CWM Advisors, LLC | 13 | $902 | 0.00% | +1+8.3% | Added |
| LRI Investments, LLC | 13 | $903 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13 | $903 | 0.00% | +13 | New |
| Bruce G. Allen Investments, LLC | 14 | $972 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 15 | $1.04K | 0.00% | −26−63.4% | Reduced |
| Vermillion Wealth Management, Inc. | 15 | $1.04K | 0.00% | +15 | New |
| Geneos Wealth Management Inc. | 16 | $1.11K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 17 | $1.18K | 0.00% | +17 | New |
| Golden State Equity Partners | 18 | $1.25K | 0.00% | +18 | New |
| St Germain D J Co Inc | 19 | $1.32K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 19 | $1.32K | 0.00% | −2−9.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 21 | $1.46K | 0.00% | +21 | New |
| Bay Harbor Wealth Management, LLC | 22 | $1.53K | 0.00% | +9+69.2% | Added |
| Triumph Capital Management | 22 | $1.53K | 0.00% | +5+29.4% | Added |
| Silver Grove Financial Group, Inc. | 25 | $1.74K | 0.00% | +25 | New |
| Activest Wealth Management | 26 | $1.80K | 0.00% | −14−35.0% | Reduced |
| WealthCollab, LLC | 26 | $1.81K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $1.88K | 0.00% | −1−3.6% | Reduced |
| Westfuller Advisors, LLC | 28 | $1.94K | 0.00% | −63−69.2% | Reduced |
| Anchor Investment Management, LLC | 28 | $1.94K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 41 | $2.00K | 0.00% | +14+51.9% | Added |
| ZRC Wealth Management, LLC | 29 | $2.01K | 0.00% | +17+141.7% | Added |
| Hoey Investments, Inc | 32 | $2.22K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 35 | $2.43K | 0.00% | −286−89.1% | Reduced |
| Hilltop National Bank | 35 | $2.43K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 39 | $2.71K | 0.00% | +8+25.8% | Added |
| Valued Wealth Advisors LLC | 39 | $2.71K | 0.00% | +34+680.0% | Added |
| UMA Financial Services, Inc. | 41 | $2.85K | 0.00% | +34+485.7% | Added |
| Smithfield Trust Co | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 45 | $3.13K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 48 | $3.33K | 0.00% | −4−7.7% | Reduced |
| WPG Advisers, LLC | 51 | $3.54K | 0.00% | +18+54.5% | Added |
| Armstrong Advisory Group, Inc | 52 | $3.61K | 0.00% | −104−66.7% | Reduced |
| Hollencrest Capital Management | 52 | $3.61K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 53 | $3.68K | 0.00% | +46+657.1% | Added |
| Caldwell Sutter Capital, Inc. | 55 | $3.82K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 55 | $3.82K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 56 | $3.89K | 0.00% | −20−26.3% | Reduced |
| Cornerstone Planning Group LLC | 72 | $3.95K | 0.00% | −25−25.8% | Reduced |
| Asset Dedication, LLC | 60 | $4.14K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 60 | $4.17K | 0.00% | +4+7.1% | Added |
| Horizon Financial Services, LLC | 60 | $4.17K | 0.00% | +18+42.9% | Added |
| Heritage Wealth Advisors | 62 | $4.30K | 0.00% | +62 | New |
| Sound Income Strategies, LLC | 70 | $4.35K | 0.00% | −2−2.8% | Reduced |
| Kilter Group LLC | 65 | $4.51K | 0.00% | +1+1.6% | Added |
| Trust Co of Toledo NA | 66 | $4.58K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 68 | $4.69K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 68 | $4.72K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 77 | $4.78K | 0.00% | +29+60.4% | Added |
| Creative Financial Designs Inc | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 75 | $5.21K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 81 | $5.63K | 0.00% | +35+76.1% | Added |
| Kemnay Advisory Services Inc. | 85 | $5.90K | 0.00% | +85 | New |
| MV Capital Management, Inc. | 99 | $6.88K | 0.00% | +3+3.1% | Added |
| HighMark Wealth Management LLC | 100 | $6.94K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 101 | $7.01K | 0.00% | −19−15.8% | Reduced |
| POM Investment Strategies, LLC | 102 | $7.08K | 0.01% | +102 | New |
| Keating Financial Advisory Services, Inc. | 106 | $7.36K | 0.00% | −1−0.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 108 | $7.50K | 0.00% | +108 | New |
| SJS Investment Consulting Inc. | 111 | $7.71K | 0.00% | −292−72.5% | Reduced |
| Battery Global Advisors, LLC | 111 | $7.71K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 132 | $7.86K | 0.00% | −76−36.5% | Reduced |
| Aventura Private Wealth, LLC | 121 | $8.40K | 0.00% | +71+142.0% | Added |
| Intentional Wealth Strategies, LLC | 129 | $8.96K | 0.01% | +129 | New |
| Signature Equity Partners, LLC | 141 | $9.79K | 0.01% | −304−68.3% | Reduced |