| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $90 | 0.00% | −312−99.7% | Reduced |
| High Note Wealth, LLC | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 1 | $90 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $91 | 0.00% | −250−99.6% | Reduced |
| Seneschal Advisors, LLC | 1 | $91 | 0.00% | −1−50.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $91 | 0.00% | +1 | New |
| Activest Wealth Management | 2 | $143 | 0.00% | +1+100.0% | Added |
| Beaird Harris Wealth Management, LLC | 2 | $181 | 0.00% | −10−83.3% | Reduced |
| Dunhill Financial, LLC | 3 | $260 | 0.00% | +3 | New |
| Key Financial Inc | 3 | $270 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $360 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 5 | $450 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $450 | 0.00% | +5 | New |
| 1015 Capital Partners, LLC | 5 | $450 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $451 | 0.00% | +4+400.0% | Added |
| Investors Portfolio Services LLC | 6 | $537 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 6 | $540 | 0.00% | +4+200.0% | Added |
| Nemes Rush Group LLC | 6 | $540 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 6 | $541 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $630 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 7 | $630 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 8 | $720 | 0.00% | −10−55.6% | Reduced |
| Trust Co of Vermont | 8 | $720 | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 8 | $733 | 0.00% | +6+300.0% | Added |
| Rakuten Securities, Inc. | 9 | $810 | 0.00% | +7+350.0% | Added |
| Caitong International Asset Management Co., Ltd | 10 | $900 | 0.00% | −1,218−99.2% | Reduced |
| Raffa Wealth Management, LLC | 10 | $900 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 10 | $900 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 10 | $901 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $990 | 0.00% | +5+83.3% | Added |
| Legacy Wealth Managment, LLC | 11 | $991 | 0.00% | −5−31.3% | Reduced |
| Valued Wealth Advisors LLC | 11 | $991 | 0.00% | +1+10.0% | Added |
| Retirement Wealth Solutions LLC | 12 | $1.08K | 0.00% | +1+9.1% | Added |
| Kilter Group LLC | 13 | $1.17K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 16 | $1.44K | 0.00% | +16 | New |
| NBC Securities, Inc. | 18 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $1.62K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 18 | $1.66K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 19 | $1.71K | 0.00% | +14+280.0% | Added |
| Rialto Wealth Management, LLC | 19 | $1.71K | 0.00% | +15+375.0% | Added |
| Albion Financial Group | 20 | $1.80K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 20 | $1.80K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $1.89K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 21 | $1.89K | 0.00% | +21 | New |
| Imprint Wealth LLC | 22 | $1.98K | 0.01% | +22 | New |
| Avion Wealth | 32 | $2.00K | 0.00% | +24+300.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 23 | $2.07K | 0.00% | 00.0% | Unchanged |
| American National Bank | 23 | $2.07K | 0.00% | +23 | New |
| Cromwell Holdings LLC | 24 | $2.16K | 0.00% | +24 | New |
| SHP Wealth Management | 25 | $2.22K | 0.00% | +25 | New |
| Johnson Financial Group, Inc. | 25 | $2.25K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 25 | $2.25K | 0.00% | +25 | New |
| TD Capital Management LLC | 27 | $2.43K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 28 | $2.52K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 29 | $2.61K | 0.00% | +24+480.0% | Added |
| MV Capital Management, Inc. | 30 | $2.70K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 30 | $2.70K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 32 | $2.88K | 0.00% | −3−8.6% | Reduced |
| CX Institutional | 29 | $3.00K | 0.00% | −1−3.3% | Reduced |
| IMA Wealth, Inc. | 35 | $3.15K | 0.00% | +35 | New |
| Luken Investment Analytics, LLC | 37 | $3.33K | 0.00% | +37 | New |
| First Command Advisory Services, Inc. | 39 | $3.51K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $3.60K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 40 | $3.60K | 0.00% | +35+700.0% | Added |
| Colonial Trust Co | 41 | $3.69K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 42 | $3.78K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 45 | $4.05K | 0.00% | +45 | New |
| Rothschild Investment LLC | 45 | $4.07K | 0.00% | +39+650.0% | Added |
| Marquette Asset Management, LLC | 48 | $4.32K | 0.00% | +24+100.0% | Added |
| True Wealth Design, LLC | 52 | $4.68K | 0.00% | −124−70.5% | Reduced |
| Central Trust Co | 52 | $4.68K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 57 | $5.13K | 0.00% | +40+235.3% | Added |
| Manchester Capital Management LLC | 61 | $5.49K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 59 | $5.50K | 0.00% | +56+1,866.7% | Added |
| DAGCO, Inc. | 62 | $5.58K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 63 | $5.67K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 62 | $5.70K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $5.76K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 69 | $6.21K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 72 | $6.48K | 0.00% | +16+28.6% | Added |
| Tradewinds Capital Management, LLC | 72 | $6.48K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 74 | $6.66K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 74 | $6.66K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 75 | $6.75K | 0.00% | +75 | New |
| Private Wealth Management Group, LLC | 76 | $6.84K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 78 | $7.02K | 0.00% | +78 | New |
| Kerr Financial Planning Corp | 72 | $7.09K | 0.01% | +72 | New |
| Steigerwald, Gordon & Koch Inc. | 81 | $7.29K | 0.00% | +81 | New |
| Fortitude Family Office, LLC | 93 | $8.37K | 0.00% | −4−4.1% | Reduced |
| Kingdom Financial Group LLC. | 93 | $8.37K | 0.00% | +93 | New |
| Bogart Wealth, LLC | 94 | $8.46K | 0.00% | +12+14.6% | Added |
| JFS Wealth Advisors, LLC | 99 | $8.91K | 0.00% | +30+43.5% | Added |
| Newbridge Financial Services Group, Inc. | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 103 | $9.27K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 105 | $9.45K | 0.00% | −22−17.3% | Reduced |
| Frazier Financial Advisors, LLC | 106 | $9.54K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 105 | $10.0K | 0.01% | −1−0.9% | Reduced |
| ZRC Wealth Management, LLC | 117 | $10.5K | 0.00% | +113+2,825.0% | Added |
| Farmers & Merchants Investments Inc | 121 | $10.9K | 0.00% | +3+2.5% | Added |