| Activest Wealth Management | 1 | $85 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $85 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $188 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $424 | 0.00% | −1,173−99.6% | Reduced |
| SHP Wealth Management | 5 | $424 | 0.00% | −8−61.5% | Reduced |
| Financial Management Professionals, Inc. | 5 | $424 | 0.00% | +2+66.7% | Added |
| Cornerstone Financial Management LLC | 5 | $424 | 0.00% | +5 | New |
| Sunrise Financial Services, LLC | 6 | $509 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $594 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $594 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 7 | $594 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 9 | $764 | 0.00% | −3−25.0% | Reduced |
| Frazier Financial Advisors, LLC | 9 | $764 | 0.00% | +9 | New |
| Quaker Wealth Management, LLC | 11 | $934 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 13 | $1.10K | 0.00% | −20−60.6% | Reduced |
| Cedar Mountain Advisors, LLC | 13 | $1.10K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 13 | $1.12K | 0.00% | +7+116.7% | Added |
| First Horizon Corp | 15 | $1.27K | 0.00% | +15 | New |
| Kilter Group LLC | 15 | $1.27K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 16 | $1.36K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $1.40K | 0.00% | +1+6.3% | Added |
| Principia Wealth Advisory, LLC | 17 | $1.44K | 0.00% | +2+13.3% | Added |
| Bay Harbor Wealth Management, LLC | 18 | $1.53K | 0.00% | +8+80.0% | Added |
| Cromwell Holdings LLC | 18 | $1.53K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 18 | $1.53K | 0.00% | +18 | New |
| ZRC Wealth Management, LLC | 19 | $1.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $1.70K | 0.00% | +1+5.3% | Added |
| Financial Consulate, Inc | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $1.71K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 21 | $1.78K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $1.78K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 22 | $1.87K | 0.00% | +10+83.3% | Added |
| Rialto Wealth Management, LLC | 22 | $1.87K | 0.00% | +4+22.2% | Added |
| Valued Wealth Advisors LLC | 22 | $1.90K | 0.00% | −6−21.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 23 | $1.95K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 24 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $2.12K | 0.00% | +6+31.6% | Added |
| Brown Brothers Harriman & Co | 29 | $2.46K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 29 | $2.47K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 30 | $2.55K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 30 | $2.55K | 0.00% | +3+11.1% | Added |
| Fortis Group Advisors, LLC | 34 | $2.89K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 34 | $2.89K | 0.00% | +34 | New |
| Clearstead Advisors, LLC | 35 | $2.97K | 0.00% | −564−94.2% | Reduced |
| Capital Analysts, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 40 | $3.40K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 46 | $3.90K | 0.00% | −1−2.1% | Reduced |
| Truvestments Capital LLC | 46 | $3.90K | 0.00% | +46 | New |
| Intentional Wealth Strategies, LLC | 46 | $3.90K | 0.00% | +46 | New |
| Grove Bank & Trust | 50 | $4.24K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 57 | $4.84K | 0.00% | +41+256.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 58 | $4.92K | 0.00% | +7+13.7% | Added |
| Capital Advisors, Ltd. LLC | 56 | $5.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 62 | $5.26K | 0.00% | +1+1.6% | Added |
| Rothschild Investment LLC | 63 | $5.38K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 66 | $5.60K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 76 | $6.45K | 0.00% | −73−49.0% | Reduced |
| TD Waterhouse Canada Inc. | 76 | $6.54K | 0.00% | −4−5.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 78 | $6.62K | 0.12% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 78 | $6.67K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 82 | $6.96K | 0.00% | +43+110.3% | Added |
| TopTier Wealth Management, LLC | 82 | $6.96K | 0.00% | +82 | New |
| Zions Bancorporation, National Association | 85 | $7.21K | 0.00% | +78+1,114.3% | Added |
| Fortitude Family Office, LLC | 87 | $7.38K | 0.00% | +44+102.3% | Added |
| Atlantic Union Bankshares Corp | 90 | $7.64K | 0.00% | +90 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 90 | $7.64K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 91 | $7.72K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 90 | $7.75K | 0.00% | +90 | New |
| Nvest Wealth Strategies, Inc. | 100 | $8.49K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 101 | $8.57K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 110 | $9.34K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 112 | $9.51K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 120 | $10.2K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 123 | $10.4K | 0.00% | −4−3.1% | Reduced |
| Assetmark, Inc | 130 | $11.0K | 0.00% | +51+64.6% | Added |
| Mather Group, LLC. | 131 | $11.1K | 0.00% | +131 | New |
| Owl Creek Wealth Partners LLC | 135 | $11.5K | 0.00% | +135 | New |
| JFS Wealth Advisors, LLC | 141 | $12.0K | 0.00% | +4+2.9% | Added |
| Trust Co of Toledo NA | 145 | $12.3K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 161 | $13.7K | 0.01% | +161 | New |
| Signature Equity Partners, LLC | 177 | $15.0K | 0.01% | +4+2.3% | Added |
| Private Wealth Management Group, LLC | 179 | $15.2K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 180 | $15.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 192 | $16.3K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 200 | $17.0K | 0.00% | +200 | New |
| Walleye Capital LLC | 203 | $17.2K | 0.00% | +203 | New |
| Millstone Evans Group, LLC | 212 | $18.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 220 | $18.6K | 0.00% | −6−2.7% | Reduced |
| Dogwood Wealth Management LLC | 234 | $19.9K | 0.01% | +34+17.0% | Added |
| AdvisorNet Financial, Inc | 264 | $22.4K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 283 | $24.0K | 0.01% | +283 | New |
| Allworth Financial LP | 320 | $27.1K | 0.00% | +28+9.6% | Added |
| True Wealth Design, LLC | 327 | $27.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 349 | $29.6K | 0.00% | +60+20.8% | Added |
| TIAA Wealth Investment Management LLC | 359 | $30.5K | 0.00% | +359 | New |
| Pflug Koory, LLC | 360 | $30.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 377 | $32.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 389 | $33.0K | 0.00% | +11+2.9% | Added |
| Leonteq Securities AG | 390 | $33.1K | 0.00% | −62−13.7% | Reduced |