| Navigoe, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 0 | $49 | 0.00% | 0 | Unchanged |
| Measured Wealth Private Client Group, LLC | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $392 | 0.00% | −2−40.0% | Reduced |
| Elevated Capital Advisors, LLC | 3 | $392 | 0.00% | +3 | New |
| Godfrey Financial Associates, Inc. | 3 | $392 | 0.00% | +3 | New |
| Turning Point Benefit Group, Inc. | 4 | $522 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 4 | $523 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $523 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $523 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $653 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $653 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 6 | $784 | 0.00% | +6 | New |
| Benson Wealth Management INC | 6 | $784 | 0.00% | +6 | New |
| Versant Capital Management, Inc | 6 | $798 | 0.00% | +6 | New |
| SageView Advisory Group, LLC | 7 | $915 | 0.00% | +7 | New |
| Keating Financial Advisory Services, Inc. | 7 | $915 | 0.00% | +7 | New |
| Pension & Wealth Management Advisors, Inc. | 7 | $915 | 0.00% | +7 | New |
| Wealth Watch Advisors, INC | 8 | $1.04K | 0.00% | +8 | New |
| Basecamp Wealth Advisors LLC | 8 | $1.04K | 0.00% | +8 | New |
| Gordian Capital Singapore Pte Ltd | 10 | $1.31K | 0.00% | −90−90.0% | Reduced |
| TFC Financial Management | 10 | $1.31K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $1.31K | 0.00% | +10 | New |
| Cornerstone Financial Management LLC | 10 | $1.31K | 0.00% | +10 | New |
| Adirondack Trust Co | 12 | $1.57K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $1.58K | 0.00% | +10 | New |
| Quattro Advisors LLC | 14 | $1.83K | 0.00% | +14 | New |
| True Wealth Design, LLC | 17 | $2.22K | 0.00% | +8+88.9% | Added |
| LRI Investments, LLC | 18 | $2.35K | 0.00% | −100−84.7% | Reduced |
| Elyxium Wealth, LLC | 18 | $2.35K | 0.00% | +18 | New |
| Murphy & Mullick Capital Management Corp | 20 | $2.61K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 22 | $2.88K | 0.00% | −100−82.0% | Reduced |
| Winch Advisory Services, LLC | 22 | $2.88K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 24 | $2.96K | 0.00% | +24 | New |
| NBC Securities, Inc. | 25 | $3.27K | 0.00% | +25 | New |
| Baillie Gifford & Co | 30 | $3.92K | 0.00% | −3−9.1% | Reduced |
| Westside Investment Management, Inc. | 30 | $3.92K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 30 | $3.92K | 0.00% | 00.0% | Unchanged |
| Ninepoint Partners LP | 30 | $3.92K | 0.00% | +30 | New |
| Hazlett, Burt & Watson, Inc. | 30 | $4.00K | 0.00% | +10+50.0% | Added |
| Caitlin John, LLC | 33 | $4.31K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 40 | $5.23K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 41 | $5.36K | 0.00% | +41 | New |
| Private Trust Co NA | 44 | $5.75K | 0.00% | −19−30.2% | Reduced |
| Parkside Financial Bank & Trust | 45 | $5.88K | 0.00% | 00.0% | Unchanged |
| Hood River Capital Management LLC | 45 | $5.88K | 0.00% | +45 | New |
| Ritter Daniher Financial Advisory LLC | 45 | $5.88K | 0.00% | +45 | New |
| North Star Investment Management Corp. | 46 | $6.01K | 0.00% | +37+411.1% | Added |
| Strive Financial Group ,LLC | 48 | $6.27K | 0.00% | +48 | New |
| Brown, Lisle/Cummings, Inc. | 50 | $6.53K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 50 | $6.53K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 50 | $6.53K | 0.00% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 50 | $6.53K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 50 | $6.53K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $6.53K | 0.00% | +50 | New |
| High Note Wealth, LLC | 52 | $6.79K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 52 | $6.79K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 52 | $6.79K | 0.00% | +52 | New |
| UMA Financial Services, Inc. | 52 | $6.79K | 0.00% | +5+10.6% | Added |
| Evelyn Partners Investment Management LLP | 54 | $7.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 59 | $7.71K | 0.00% | +55+1,375.0% | Added |
| HighMark Wealth Management LLC | 63 | $8.23K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 73 | $9.66K | 0.00% | +37+102.8% | Added |
| TSFG, LLC | 73 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 86 | $11.2K | 0.00% | +79+1,128.6% | Added |
| Highline Wealth Partners LLC | 94 | $12.3K | 0.00% | +25+36.2% | Added |
| GAMMA Investing LLC | 99 | $12.9K | 0.00% | +99 | New |
| Harbour Investments, Inc. | 100 | $13.1K | 0.00% | −30−23.1% | Reduced |
| Silicon Valley Capital Partners | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 100 | $13.1K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 100 | $13.1K | 0.01% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 100 | $13.1K | 0.01% | +100 | New |
| Harbor Investment Advisory, LLC | 105 | $13.7K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 108 | $14.1K | 0.01% | +108 | New |
| First Command Advisory Services, Inc. | 115 | $15.0K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 120 | $15.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 121 | $15.8K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 126 | $16.5K | 0.00% | −31−19.7% | Reduced |
| United Community Bank | 135 | $17.6K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 136 | $17.8K | 0.00% | −431−76.0% | Reduced |
| Nisa Investment Advisors, LLC | 136 | $17.8K | 0.00% | +136 | New |
| UBS Asset Management Americas Inc | 137 | $17.9K | 0.00% | +137 | New |
| Global X Japan Co., Ltd. | 145 | $18.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 148 | $19.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 153 | $20.0K | 0.00% | +153 | New |
| Adkins Seale Capital Management LLC | 160 | $20.9K | 0.02% | +160 | New |
| First Horizon Corp | 164 | $21.4K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 170 | $22.2K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 183 | $23.9K | 0.00% | +79+76.0% | Added |
| Redwood Park Advisors LLC | 185 | $24.2K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 190 | $24.8K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 192 | $25.1K | 0.00% | +64+50.0% | Added |
| Creative Financial Designs Inc | 200 | $26.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 200 | $26.1K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 210 | $27.4K | 0.00% | +10+5.0% | Added |
| Edmond de Rothschild Holding S.A. | 235 | $30.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 240 | $31.4K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 244 | $31.9K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 257 | $33.6K | 0.01% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 260 | $34.0K | 0.01% | 00.0% | Unchanged |