| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 14 | $0 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 0 | $24 | 0.00% | 0 | Unchanged |
| Guardian Wealth Management, Inc. | 0 | $35 | 0.00% | 0 | New |
| GoalVest Advisory LLC | 3 | $213 | 0.00% | +3 | New |
| Bear Mountain Capital, Inc. | 5 | $347 | 0.00% | +5 | New |
| Tacita Capital Inc | 5 | $355 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 6 | $425 | 0.00% | +6 | New |
| LGT Financial Advisors LLC | 6 | $426 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 6 | $430 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 8 | $568 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 12 | $852 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 12 | $852 | 0.00% | +12 | New |
| Hurley Capital, LLC | 13 | $923 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 13 | $923 | 0.00% | +13 | New |
| Halbert Hargrove Global Advisors, LLC | 15 | $1.04K | 0.00% | +15 | New |
| Provenance Wealth Advisors, LLC | 17 | $1.21K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 19 | $1.35K | 0.00% | +15+375.0% | Added |
| Bay Harbor Wealth Management, LLC | 20 | $1.42K | 0.00% | +20 | New |
| Cedar Mountain Advisors, LLC | 20 | $1.42K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $1.42K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 20 | $1.42K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 20 | $1.42K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 21 | $1.49K | 0.00% | +21 | New |
| Bernard Wealth Management Corp. | 21 | $1.49K | 0.00% | +21 | New |
| Fourth Dimension Wealth, LLC | 22 | $1.56K | 0.00% | −1,610−98.7% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 23 | $1.63K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 23 | $1.63K | 0.00% | +23 | New |
| S&T Bank | 26 | $1.85K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 29 | $1.86K | 0.00% | −19−39.6% | Reduced |
| PrairieView Partners, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 30 | $2.13K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 30 | $2.13K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 30 | $2.13K | 0.00% | +30 | New |
| Pandora Wealth, Inc. | 30 | $2.13K | 0.00% | +30 | New |
| Moisand Fitzgerald Tamayo, LLC | 35 | $2.48K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 36 | $2.56K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 38 | $2.70K | 0.00% | −30−44.1% | Reduced |
| ROSS\JOHNSON & Associates LLC | 42 | $2.98K | 0.05% | +42 | New |
| PayPay Securities Corp | 42 | $2.99K | 0.17% | −17−28.8% | Reduced |
| Center for Financial Planning, Inc. | 43 | $3.05K | 0.00% | +7+19.4% | Added |
| PFG Private Wealth Management, LLC | 44 | $3.12K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 44 | $3.12K | 0.00% | +44 | New |
| Chesapeake Asset Management LLC | 45 | $3.22K | 0.00% | −10−18.2% | Reduced |
| WealthCollab, LLC | 46 | $3.27K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 47 | $3.30K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 49 | $3.48K | 0.00% | +41+512.5% | Added |
| Rogco, LP | 50 | $3.55K | 0.00% | −186−78.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 50 | $3.55K | 0.00% | −41−45.1% | Reduced |
| Mechanics Financial Corp | 50 | $3.55K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 51 | $3.62K | 0.00% | +51 | New |
| Albion Financial Group | 54 | $3.83K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 56 | $3.96K | 0.00% | +56 | New |
| Byrne Asset Management LLC | 56 | $3.98K | 0.00% | −2−3.4% | Reduced |
| WestEnd Advisors, LLC | 56 | $3.98K | 0.00% | +37+194.7% | Added |
| Semmax Financial Advisors Inc. | 56 | $4.06K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 59 | $4.18K | 0.00% | +19+47.5% | Added |
| Kiker Wealth Management, LLC | 60 | $4.26K | 0.00% | +60 | New |
| Nalls Sherbakoff Group, LLC | 62 | $4.40K | 0.00% | +62 | New |
| Trifecta Capital Advisors, LLC | 65 | $4.62K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 67 | $4.76K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 69 | $4.90K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 70 | $4.95K | 0.00% | +3+4.5% | Added |
| First United Bank Trust | 74 | $5.25K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 77 | $5.47K | 0.01% | +77 | New |
| Iron Horse Wealth Management, LLC | 80 | $5.68K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 82 | $5.82K | 0.00% | −104−55.9% | Reduced |
| Colonial Trust Advisors | 83 | $5.89K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 86 | $6.11K | 0.00% | +86 | New |
| Morton Brown Family Wealth, LLC | 89 | $6.32K | 0.00% | +69+345.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 95 | $6.74K | 0.00% | +57+150.0% | Added |
| Tradewinds Capital Management, LLC | 95 | $6.75K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 95 | $6.75K | 0.01% | +45+90.0% | Added |
| Compass Financial Services Inc | 98 | $6.96K | 0.00% | +98 | New |
| Quintet Private Bank (Europe) S.A. | 100 | $7.10K | 0.00% | −1,779−94.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 100 | $7.10K | 0.00% | −71−41.5% | Reduced |
| Hoertkorn Richard Charles | 100 | $7.10K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $7.10K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $7.10K | 0.01% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 100 | $7.10K | 0.01% | +100 | New |
| ORG Wealth Partners, LLC | 101 | $7.18K | 0.00% | +101 | New |
| CGC Financial Services, LLC | 102 | $7.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 109 | $7.74K | 0.00% | +8+7.9% | Added |
| Godsey & Gibb Associates | 110 | $7.81K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 110 | $7.81K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 111 | $7.88K | 0.00% | −176−61.3% | Reduced |
| Financial Freedom, LLC | 112 | $7.98K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 116 | $8.21K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 116 | $8.23K | 0.01% | +116 | New |
| MB, Levis & Associates, LLC | 118 | $8.36K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 119 | $8.45K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 123 | $8.72K | 0.01% | −2−1.6% | Reduced |
| High Note Wealth, LLC | 124 | $8.80K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 124 | $8.80K | 0.00% | +124 | New |
| Centricity Wealth Management, LLC | 130 | $9.23K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 134 | $9.51K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 135 | $9.58K | 0.01% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 120 | $9.59K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 136 | $9.69K | 0.01% | +114+518.2% | Added |
| Hallmark Capital Management Inc | 137 | $9.73K | 0.00% | −40−22.6% | Reduced |