| Clear Street Group Inc. | 1,793 | $0 | 0.00% | +1,793 | New |
| Tounjian Advisory Partners, LLC | 1 | $37 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 0 | $42 | 0.00% | 0 | New |
| Compass Financial Management LLC | 1 | $44 | 0.00% | +1 | New |
| Walleye Capital LLC | 1 | $62 | 0.00% | −9,273−100.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 3 | $186 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 3 | $202 | 0.00% | +3 | New |
| Decker Retirement Planning Inc. | 4 | $235 | 0.00% | +4 | New |
| Nvest Wealth Strategies, Inc. | 6 | $371 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $494 | 0.00% | −198−96.1% | Reduced |
| Mosley Wealth Management | 9 | $556 | 0.00% | −11−55.0% | Reduced |
| Trust Co | 10 | $618 | 0.00% | −100−90.9% | Reduced |
| Chapman Financial Group, LLC | 10 | $618 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 12 | $741 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 14 | $865 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 16 | $988 | 0.00% | +16 | New |
| WealthCollab, LLC | 16 | $989 | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 13 | $1.00K | 0.00% | +13 | New |
| Pin Oak Investment Advisors Inc | 15 | $1.00K | 0.00% | +15 | New |
| Millstone Evans Group, LLC | 17 | $1.05K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 17 | $1.05K | 0.00% | +17 | New |
| Game Plan Financial Advisors, LLC | 18 | $1.11K | 0.00% | +18 | New |
| Mechanics Financial Corp | 18 | $1.11K | 0.00% | +18 | New |
| Caitlin John, LLC | 20 | $1.24K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 20 | $1.24K | 0.00% | +20 | New |
| Downshift Financial, LLC | 20 | $1.24K | 0.00% | +20 | New |
| RMG Wealth Management LLC | 24 | $1.32K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 23 | $1.42K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 24 | $1.49K | 0.00% | +24 | New |
| GHP Investment Advisors, Inc. | 27 | $1.67K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 28 | $1.73K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 29 | $1.79K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 31 | $1.92K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 32 | $1.98K | 0.00% | +32 | New |
| MidFirst Bank | 34 | $2.10K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 35 | $2.16K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 35 | $2.16K | 0.00% | +35 | New |
| Private Wealth Asset Management, LLC | 37 | $2.29K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 37 | $2.29K | 0.00% | +37 | New |
| Farmers & Merchants Investments Inc | 40 | $2.47K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 40 | $2.47K | 0.00% | +40 | New |
| LRI Investments, LLC | 44 | $2.72K | 0.00% | +29+193.3% | Added |
| Luminist Capital LLC | 46 | $2.84K | 0.00% | +46 | New |
| Abound Wealth Management | 48 | $2.96K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 50 | $3.09K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 50 | $3.09K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 53 | $3.27K | 0.00% | +53 | New |
| Beaird Harris Wealth Management, LLC | 54 | $3.33K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 54 | $3.33K | 0.00% | +54 | New |
| Strategic Wealth Partners, Ltd. | 59 | $3.64K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 59 | $3.64K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 60 | $3.71K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 61 | $3.77K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 65 | $4.01K | 0.00% | −29−30.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 65 | $4.01K | 0.00% | +65 | New |
| Creative Capital Management Investments LLC | 69 | $4.26K | 0.00% | +69 | New |
| NBH Bank | 71 | $4.38K | 0.00% | +71 | New |
| MPWM Advisory Solutions, LLC | 72 | $4.45K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 75 | $4.63K | 0.00% | +75 | New |
| MV Capital Management, Inc. | 76 | $4.69K | 0.00% | −19−20.0% | Reduced |
| Gleason Group, Inc. | 81 | $5.00K | 0.00% | +81 | New |
| Cornerstone Financial Management LLC | 85 | $5.25K | 0.00% | +10+13.3% | Added |
| Proathlete Wealth Management LLC | 86 | $5.31K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 87 | $5.37K | 0.00% | +58+200.0% | Added |
| JPL Wealth Management, LLC | 93 | $5.75K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 96 | $5.93K | 0.00% | +50+108.7% | Added |
| Picton Mahoney Asset Management | 97 | $5.99K | 0.00% | +97 | New |
| Tompkins Financial Corp | 100 | $6.18K | 0.00% | −208−67.5% | Reduced |
| Boreal Capital Management LLC | 100 | $6.18K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $6.18K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 104 | $6.42K | 0.00% | +9+9.5% | Added |
| Commonwealth Retirement Investments LLC | 106 | $6.55K | 0.00% | +106 | New |
| HighMark Wealth Management LLC | 111 | $6.86K | 0.00% | +32+40.5% | Added |
| United Financial Planning Group LLC | 111 | $6.86K | 0.00% | +111 | New |
| Caldwell Sutter Capital, Inc. | 114 | $7.04K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 115 | $7.04K | 0.00% | +115 | New |
| Proffitt & Goodson Inc | 115 | $7.10K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 120 | $7.41K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 123 | $7.60K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 127 | $7.84K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 136 | $8.40K | 0.00% | +54+65.9% | Added |
| Country Trust Bank | 137 | $8.46K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 138 | $8.52K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 144 | $8.91K | 0.01% | +144 | New |
| Ninety One UK Ltd | 148 | $9.14K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 150 | $9.26K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 150 | $9.26K | 0.00% | −71−32.1% | Reduced |
| Eastern Bank | 150 | $9.26K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 153 | $9.45K | 0.00% | +153 | New |
| Principia Wealth Advisory, LLC | 155 | $9.57K | 0.00% | +5+3.3% | Added |
| LifeSteps Financial, Inc. | 155 | $9.57K | 0.00% | +155 | New |
| Bravera Wealth | 158 | $9.76K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 158 | $9.76K | 0.01% | +2+1.3% | Added |
| ORG Wealth Partners, LLC | 178 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 180 | $11.1K | 0.00% | +180 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 181 | $11.2K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 182 | $11.2K | 0.00% | −50−21.6% | Reduced |
| Kilter Group LLC | 184 | $11.4K | 0.00% | +165+868.4% | Added |
| BankPlus Trust Department | 186 | $11.5K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 192 | $11.9K | 0.00% | +50+35.2% | Added |