| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | +1 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $260 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $416 | 0.00% | −2−66.7% | Reduced |
| Seneschal Advisors, LLC | 1 | $417 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 1 | $417 | 0.00% | +1 | New |
| Aspect Partners, LLC | 1 | $417 | 0.00% | +1 | New |
| Breakwater Investment Management | 1 | $417 | 0.00% | +1 | New |
| Wealth Enhancement Trust Services, Inc. | 1 | $417 | 0.00% | +1 | New |
| Investors Research Corp | 1 | $454 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 2 | $834 | 0.02% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $834 | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 2 | $834 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $834 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 2 | $834 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $834 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $834 | 0.00% | +2 | New |
| Sunrise Financial Services, LLC | 2 | $834 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $834 | 0.00% | +2 | New |
| Winthrop Capital Management, LLC | 3 | $1.00K | 0.00% | +1+50.0% | Added |
| Ameriflex Group, Inc. | 3 | $1.25K | 0.00% | −3−50.0% | Reduced |
| Wealth Watch Advisors, INC | 3 | $1.25K | 0.00% | −2−40.0% | Reduced |
| Abound Wealth Management | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $1.25K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $1.25K | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $1.42K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $1.67K | 0.00% | −8−66.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $1.67K | 0.00% | +1+33.3% | Added |
| Golden State Wealth Management, LLC | 4 | $1.67K | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 4 | $1.67K | 0.00% | +4 | New |
| Robbins Farley LLC | 4 | $1.67K | 0.00% | −9,786−100.0% | Reduced |
| Clayton Financial Group LLC | 4 | $1.67K | 0.00% | +4 | New |
| Rocky Mountain Advisers, LLC | 4 | $1.70K | 0.00% | +4 | New |
| Greenline Wealth Management LLC | 5 | $2.04K | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 5 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $2.08K | 0.00% | +3+150.0% | Added |
| Newbridge Financial Services Group, Inc. | 5 | $2.13K | 0.00% | −27−84.4% | Reduced |
| PFS Partners, LLC | 5 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 6 | $2.50K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $2.50K | 0.00% | −1,204−99.5% | Reduced |
| Atlantic Trust, LLC | 6 | $2.50K | 0.00% | −28−82.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $2.50K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 6 | $2.50K | 0.00% | +2+50.0% | Added |
| Spire Wealth Management | 7 | $2.92K | 0.00% | −17−70.8% | Reduced |
| Howard Hughes Medical Institute | 7 | $2.92K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 8 | $3.33K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 8 | $3.33K | 0.00% | +8 | New |
| Tucker Asset Management LLC | 8 | $3.33K | 0.00% | +8 | New |
| Union Savings Bank | 9 | $3.75K | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 9 | $3.75K | 0.00% | +8+800.0% | Added |
| Frazier Financial Advisors, LLC | 9 | $3.78K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $3.78K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 10 | $4.17K | 0.00% | +10 | New |
| Asset Dedication, LLC | 10 | $4.17K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 11 | $4.58K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 11 | $4.59K | 0.00% | +11 | New |
| CBIZ Investment Advisory Services, LLC | 12 | $5.00K | 0.00% | −4−25.0% | Reduced |
| Crewe Advisors LLC | 12 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 13 | $5.38K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 14 | $5.77K | 0.00% | +14 | New |
| NVWM, LLC | 14 | $5.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 14 | $5.84K | 0.00% | −12−46.2% | Reduced |
| Keating Financial Advisory Services, Inc. | 15 | $6.25K | 0.00% | +15 | New |
| SWAN Capital LLC | 15 | $6.35K | 0.00% | +15 | New |
| Fortitude Family Office, LLC | 16 | $6.67K | 0.00% | −2−11.1% | Reduced |
| Signature Equity Partners, LLC | 16 | $6.70K | 0.00% | +16 | New |
| Central Trust Co | 16 | $6.75K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $7.31K | 0.00% | +2+12.5% | Added |
| Riverview Trust Co | 18 | $7.50K | 0.01% | +18 | New |
| Truvestments Capital LLC | 19 | $7.92K | 0.00% | −7−26.9% | Reduced |
| MV Capital Management, Inc. | 19 | $7.92K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 19 | $7.92K | 0.00% | +19 | New |
| ZRC Wealth Management, LLC | 22 | $9.17K | 0.00% | +18+450.0% | Added |
| Private Wealth Management Group, LLC | 23 | $9.59K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 24 | $10.0K | 0.00% | +24 | New |
| Robinswood Financial LLC | 24 | $10.2K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 25 | $10.4K | 0.01% | +25 | New |
| Murphy & Mullick Capital Management Corp | 25 | $10.4K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 26 | $10.7K | 0.00% | −25,686−99.9% | Reduced |
| WealthCollab, LLC | 26 | $10.8K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 28 | $11.7K | 0.00% | −933−97.1% | Reduced |
| GW&K Investment Management, LLC | 29 | $12.0K | 0.00% | +4+16.0% | Added |
| Darwin Advisors, LLC | 28 | $12.0K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 30 | $12.5K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 31 | $12.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 31 | $12.9K | 0.01% | +28+933.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 31 | $12.9K | 0.00% | +31 | New |
| Farmers & Merchants Investments Inc | 32 | $13.3K | 0.00% | 00.0% | Unchanged |
| Daytona Street Capital LLC | 32 | $13.3K | 0.01% | +32 | New |
| Raiffeisen Bank International AG | 32 | $13.5K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 33 | $13.8K | 0.00% | +32+3,200.0% | Added |
| Elyxium Wealth, LLC | 35 | $14.6K | 0.00% | +35 | New |
| Creative Financial Designs Inc | 36 | $15.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 37 | $15.4K | 0.00% | +37 | New |
| True Wealth Design, LLC | 39 | $16.3K | 0.00% | −55−58.5% | Reduced |
| JFS Wealth Advisors, LLC | 39 | $16.3K | 0.00% | +7+21.9% | Added |
| Rakuten Securities, Inc. | 42 | $17.5K | 0.01% | −94−69.1% | Reduced |
| DV Equities, LLC | 43 | $17.9K | 0.00% | +43 | New |