| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| High Note Wealth, LLC | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $88 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $88 | 0.00% | +1 | New |
| NBT Bank N A | 2 | $174 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $174 | 0.00% | +2 | New |
| Mosley Wealth Management | 2 | $174 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $175 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $175 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3 | $260 | 0.00% | −15−83.3% | Reduced |
| Motco | 3 | $262 | 0.00% | +3 | New |
| Nemes Rush Group LLC | 4 | $349 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $436 | 0.00% | −7−58.3% | Reduced |
| Financial Consulate, Inc | 5 | $437 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $437 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $437 | 0.00% | +2+66.7% | Added |
| North Star Investment Management Corp. | 6 | $523 | 0.00% | −24−80.0% | Reduced |
| Cedar Mountain Advisors, LLC | 7 | $611 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 8 | $698 | 0.00% | −176−95.7% | Reduced |
| Activest Wealth Management | 8 | $698 | 0.00% | +7+700.0% | Added |
| Mascoma Wealth Management LLC | 8 | $698 | 0.00% | +8 | New |
| LRI Investments, LLC | 8 | $698 | 0.00% | +8 | New |
| Quest 10 Wealth Builders, Inc. | 8 | $698 | 0.00% | +8 | New |
| Kingdom Financial Group LLC. | 9 | $785 | 0.00% | −40−81.6% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $785 | 0.00% | +3+50.0% | Added |
| Caitong International Asset Management Co., Ltd | 9 | $785 | 0.00% | +9 | New |
| Aventura Private Wealth, LLC | 10 | $872 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 10 | $872 | 0.00% | +10 | New |
| WealthCollab, LLC | 10 | $873 | 0.00% | 00.0% | Unchanged |
| NBH Bank | 11 | $959 | 0.00% | +11 | New |
| Retirement Wealth Solutions LLC | 11 | $960 | 0.00% | −17−60.7% | Reduced |
| South State Corp. | 12 | $1.05K | 0.00% | +1+9.1% | Added |
| Group One Trading, L.P. | 13 | $1.13K | 0.00% | −882−98.5% | Reduced |
| HFM Investment Advisors, LLC | 13 | $1.13K | 0.00% | +7+116.7% | Added |
| Brooklyn FI, LLC | 13 | $1.19K | 0.00% | +13 | New |
| Allied Private Wealth LLC | 15 | $1.30K | 0.00% | +15 | New |
| Golden State Wealth Management, LLC | 16 | $1.40K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 17 | $1.48K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 17 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $1.57K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 18 | $1.61K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $1.66K | 0.00% | +1+5.6% | Added |
| Raffa Wealth Management, LLC | 19 | $1.66K | 0.00% | +7+58.3% | Added |
| Stone House Investment Management, LLC | 19 | $1.66K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $1.66K | 0.00% | −1−5.0% | Reduced |
| Albion Financial Group | 20 | $1.75K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 20 | $1.75K | 0.00% | +10+100.0% | Added |
| Dunhill Financial, LLC | 22 | $1.92K | 0.00% | −2−8.3% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 24 | $2.11K | 0.00% | +1+4.3% | Added |
| SHP Wealth Management | 25 | $2.18K | 0.00% | −15−37.5% | Reduced |
| Buck Wealth Strategies, LLC | 26 | $2.27K | 0.00% | +26 | New |
| Manning & Napier Advisors LLC | 26 | $2.32K | 0.00% | +26 | New |
| TD Capital Management LLC | 27 | $2.35K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 27 | $2.35K | 0.00% | +6+28.6% | Added |
| Zions Bancorporation, National Association | 28 | $2.44K | 0.00% | −30−51.7% | Reduced |
| Provenance Wealth Advisors, LLC | 28 | $2.44K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 29 | $2.53K | 0.00% | +29 | New |
| 1620 Investment Advisors, Inc. | 30 | $2.62K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 33 | $2.88K | 0.00% | +2+6.5% | Added |
| CX Institutional | 29 | $3.00K | 0.00% | −131−81.9% | Reduced |
| Avion Wealth | 45 | $3.00K | 0.00% | +19+73.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 36 | $3.14K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 37 | $3.23K | 0.00% | +16+76.2% | Added |
| Larson Financial Group LLC | 38 | $3.31K | 0.00% | −169−81.6% | Reduced |
| Cromwell Holdings LLC | 38 | $3.31K | 0.00% | +14+58.3% | Added |
| Valued Wealth Advisors LLC | 40 | $3.49K | 0.00% | −18−31.0% | Reduced |
| Wolff Wiese Magana LLC | 40 | $3.49K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 42 | $3.66K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 43 | $3.75K | 0.00% | −103−70.5% | Reduced |
| First Command Advisory Services, Inc. | 44 | $3.84K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 44 | $3.85K | 0.00% | +1+2.3% | Added |
| UMA Financial Services, Inc. | 45 | $3.92K | 0.00% | −140−75.7% | Reduced |
| Central Trust Co | 46 | $4.01K | 0.00% | −6−11.5% | Reduced |
| Kilter Group LLC | 47 | $4.10K | 0.00% | +34+261.5% | Added |
| IMA Wealth, Inc. | 50 | $4.36K | 0.00% | +17+51.5% | Added |
| Rialto Wealth Management, LLC | 51 | $4.45K | 0.00% | +20+64.5% | Added |
| Owl Creek Wealth Partners LLC | 55 | $4.80K | 0.00% | −25−31.3% | Reduced |
| Continuum Advisory, LLC | 56 | $4.88K | 0.00% | +56 | New |
| Covestor Ltd | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 60 | $5.23K | 0.00% | +60 | New |
| Manchester Capital Management LLC | 61 | $5.32K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 62 | $5.41K | 0.01% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 62 | $5.41K | 0.00% | +62 | New |
| Holos Integrated Wealth LLC | 62 | $5.43K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 66 | $5.76K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 72 | $6.28K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 74 | $6.45K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 74 | $6.45K | 0.00% | +25+51.0% | Added |
| Avalon Trust Co | 74 | $6.46K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 76 | $6.63K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 75 | $6.89K | 0.00% | +67+837.5% | Added |
| Compass Financial Management LLC | 83 | $7.24K | 0.00% | +83 | New |
| JFS Wealth Advisors, LLC | 86 | $7.50K | 0.00% | +3+3.6% | Added |
| Danske Bank A/S | 100 | $8.72K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 103 | $8.98K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 106 | $9.25K | 0.00% | 00.0% | Unchanged |