| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| Navigoe, LLC | 16 | $0 | 0.00% | +16 | New |
| MV Capital Management, Inc. | 1 | $57 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $57 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1 | $57 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 2 | $114 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $171 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 4 | $228 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $285 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $285 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $285 | 0.00% | +2+66.7% | Added |
| Motco | 6 | $341 | 0.00% | +6 | New |
| Planning Strategies Inc. | 6 | $341 | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 6 | $342 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $342 | 0.00% | +4+200.0% | Added |
| Principia Wealth Advisory, LLC | 10 | $569 | 0.00% | +3+42.9% | Added |
| Spire Wealth Management | 11 | $626 | 0.00% | −5−31.3% | Reduced |
| DecisionPoint Financial, LLC | 13 | $730 | 0.00% | +7+116.7% | Added |
| Prestige Wealth Management Group LLC | 14 | $797 | 0.00% | +9+180.0% | Added |
| Dunhill Financial, LLC | 14 | $841 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 16 | $911 | 0.00% | −1−5.9% | Reduced |
| Sachetta, LLC | 17 | $968 | 0.00% | +17 | New |
| Downshift Financial, LLC | 18 | $1.02K | 0.00% | +18 | New |
| Cornerstone Financial Management LLC | 19 | $1.08K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $1.14K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 20 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $1.20K | 0.00% | +9+75.0% | Added |
| Raffa Wealth Management, LLC | 21 | $1.20K | 0.00% | +18+600.0% | Added |
| SHP Wealth Management | 24 | $1.37K | 0.00% | +13+118.2% | Added |
| Aster Capital Management (DIFC) Ltd | 26 | $1.48K | 0.00% | +26 | New |
| SBI Securities Co., Ltd. | 30 | $1.71K | 0.00% | +5+20.0% | Added |
| American National Bank | 33 | $1.88K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 35 | $1.99K | 0.00% | +17+94.4% | Added |
| Bogart Wealth, LLC | 38 | $2.14K | 0.00% | −17−30.9% | Reduced |
| Bayban | 39 | $2.22K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 41 | $2.33K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $2.50K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 45 | $2.56K | 0.00% | +30+200.0% | Added |
| Retirement Wealth Solutions LLC | 47 | $2.67K | 0.00% | +13+38.2% | Added |
| Clearstead Advisors, LLC | 49 | $2.79K | 0.00% | −5,605−99.1% | Reduced |
| NBC Securities, Inc. | 53 | $3.02K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 55 | $3.09K | 0.00% | +55 | New |
| Manchester Capital Management LLC | 60 | $3.41K | 0.00% | −6−9.1% | Reduced |
| Silver Grove Financial Group, Inc. | 62 | $3.53K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 63 | $3.58K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 65 | $3.70K | 0.00% | +65 | New |
| West Paces Advisors Inc. | 67 | $3.81K | 0.00% | +67 | New |
| Institute for Wealth Management, LLC. | 72 | $4.09K | 0.00% | +72 | New |
| Bruce G. Allen Investments, LLC | 74 | $4.21K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 74 | $4.21K | 0.00% | +30+68.2% | Added |
| Meeder Asset Management Inc | 78 | $4.44K | 0.00% | +78 | New |
| Rialto Wealth Management, LLC | 80 | $4.55K | 0.00% | +38+90.5% | Added |
| Lloyd Advisory Services, LLC. | 90 | $5.12K | 0.00% | +90 | New |
| Bokf, NA | 94 | $5.35K | 0.00% | +94 | New |
| Richard W. Paul & Associates, LLC | 95 | $5.41K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 98 | $5.58K | 0.00% | +2+2.1% | Added |
| IFG Advisory, LLC | 98 | $5.58K | 0.00% | +98 | New |
| Wolff Wiese Magana LLC | 100 | $5.69K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 102 | $5.80K | 0.00% | +17+20.0% | Added |
| Ameriflex Group, Inc. | 104 | $5.92K | 0.00% | +104 | New |
| Lodestone Wealth Management LLC | 111 | $6.32K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 113 | $6.43K | 0.00% | −7−5.8% | Reduced |
| Assetmark, Inc | 115 | $6.54K | 0.00% | +47+69.1% | Added |
| Bay Harbor Wealth Management, LLC | 126 | $7.17K | 0.00% | +8+6.8% | Added |
| Transamerica Financial Advisors, Inc. | 127 | $7.23K | 0.00% | +26+25.7% | Added |
| Action Point Financial Planning, LLC | 135 | $7.63K | 0.00% | +135 | New |
| CoreCap Advisors, LLC | 140 | $7.97K | 0.00% | +140 | New |
| Caitong International Asset Management Co., Ltd | 140 | $7.97K | 0.00% | +140 | New |
| JPL Wealth Management, LLC | 144 | $8.19K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 145 | $8.25K | 0.00% | +28+23.9% | Added |
| Accent Capital Management, LLC | 146 | $8.31K | 0.00% | +146 | New |
| First Horizon Corp | 156 | $8.88K | 0.00% | +111+246.7% | Added |
| WPG Advisers, LLC | 158 | $8.99K | 0.01% | +106+203.8% | Added |
| Keating Financial Advisory Services, Inc. | 161 | $9.16K | 0.00% | +4+2.5% | Added |
| Torren Management, LLC | 170 | $9.70K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 175 | $9.96K | 0.00% | 00.0% | Unchanged |
| Regatta Research & Money Management | 178 | $10.1K | 0.01% | +178 | New |
| Compass Financial Management LLC | 187 | $10.5K | 0.00% | +187 | New |
| Fortitude Family Office, LLC | 190 | $10.8K | 0.00% | +5+2.7% | Added |
| Tanglewood Legacy Advisors, LLC | 200 | $11.4K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 224 | $12.7K | 0.00% | +41+22.4% | Added |
| Clean Yield Group | 231 | $13.1K | 0.00% | +1+0.4% | Added |
| Farmers & Merchants Investments Inc | 232 | $13.2K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 245 | $13.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 241 | $14.0K | 0.01% | −6−2.4% | Reduced |
| Montag A & Associates Inc | 250 | $14.2K | 0.00% | +250 | New |
| Frazier Financial Advisors, LLC | 274 | $15.6K | 0.01% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 285 | $16.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 287 | $16.3K | 0.01% | +7+2.5% | Added |
| Danske Bank A/S | 300 | $17.1K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 349 | $19.9K | 0.00% | +349 | New |
| CVA Family Office, LLC | 353 | $20.1K | 0.00% | +41+13.1% | Added |
| Owl Creek Wealth Partners LLC | 364 | $20.7K | 0.01% | +15+4.3% | Added |
| CX Institutional | 394 | $22.0K | 0.00% | +2+0.5% | Added |
| Holos Integrated Wealth LLC | 412 | $23.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 419 | $23.8K | 0.00% | +5+1.2% | Added |
| Huntington National Bank | 425 | $24.2K | 0.00% | +113+36.2% | Added |
| TD Private Client Wealth LLC | 450 | $25.6K | 0.00% | +450 | New |
| Monetary Management Group Inc | 500 | $28.4K | 0.01% | 00.0% | Unchanged |