| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 1 | $0 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $359 | 0.00% | −8−88.9% | Reduced |
| Financial Management Professionals, Inc. | 1 | $359 | 0.00% | −4−80.0% | Reduced |
| Bare Financial Services, Inc | 1 | $359 | 0.00% | −4−80.0% | Reduced |
| Aspect Partners, LLC | 1 | $359 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $359 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 1 | $359 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1 | $359 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $359 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $359 | 0.00% | +1 | New |
| Synergy Investment Management, LLC | 1 | $359 | 0.00% | +1 | New |
| Nvest Wealth Strategies, Inc. | 1 | $359 | 0.00% | +1 | New |
| Investors Research Corp | 1 | $391 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $438 | 0.00% | −2−66.7% | Reduced |
| Hughes Financial Services, LLC | 2 | $718 | 0.00% | −2−50.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 2 | $718 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $718 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $718 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 2 | $718 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $718 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 2 | $718 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 2 | $718 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $718 | 0.00% | +2 | New |
| PayPay Securities Corp | 2 | $738 | 0.03% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $1.08K | 0.00% | −1−25.0% | Reduced |
| Ameriflex Group, Inc. | 3 | $1.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $1.08K | 0.00% | +1+50.0% | Added |
| Vermillion Wealth Management, Inc. | 3 | $1.08K | 0.00% | +3 | New |
| Washington Trust Advisors, Inc. | 3 | $1.08K | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $1.08K | 0.00% | +3 | New |
| Sachetta, LLC | 3 | $1.08K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $1.08K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 3 | $1.11K | 0.00% | +3 | New |
| Golden State Wealth Management, LLC | 4 | $1.44K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $1.44K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 4 | $1.44K | 0.00% | +4 | New |
| Johnson Financial Group, Inc. | 4 | $1.44K | 0.00% | −49−92.5% | Reduced |
| Adirondack Trust Co | 5 | $1.79K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 5 | $1.79K | 0.00% | −41−89.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 5 | $1.79K | 0.00% | −10−66.7% | Reduced |
| Raleigh Capital Management Inc. | 5 | $1.79K | 0.00% | +5 | New |
| Abound Wealth Management | 5 | $1.81K | 0.00% | +2+66.7% | Added |
| Newbridge Financial Services Group, Inc. | 5 | $1.84K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 5 | $1.94K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $2.15K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 7 | $2.19K | 0.00% | −38−84.4% | Reduced |
| JPL Wealth Management, LLC | 7 | $2.51K | 0.00% | +7 | New |
| Insight Financial Services | 8 | $2.87K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $2.89K | 0.00% | +2+33.3% | Added |
| First Horizon Corp | 9 | $3.23K | 0.00% | −441−98.0% | Reduced |
| Union Savings Bank | 9 | $3.23K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 10 | $3.59K | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 11 | $3.95K | 0.00% | −3−21.4% | Reduced |
| Edmond de Rothschild Holding S.A. | 11 | $3.95K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 12 | $4.30K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 12 | $4.31K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 13 | $4.65K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 13 | $4.66K | 0.00% | +13 | New |
| Rosenberg Matthew Hamilton | 13 | $4.66K | 0.00% | +13 | New |
| ZRC Wealth Management, LLC | 13 | $4.67K | 0.00% | −9−40.9% | Reduced |
| NVWM, LLC | 14 | $5.02K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 14 | $5.02K | 0.00% | +14 | New |
| Central Trust Co | 16 | $5.74K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 16 | $5.74K | 0.00% | +10+166.7% | Added |
| Signature Equity Partners, LLC | 16 | $5.80K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 17 | $6.10K | 0.00% | +17 | New |
| Whipplewood Advisors, LLC | 17 | $6.10K | 0.00% | +17 | New |
| MV Capital Management, Inc. | 17 | $6.10K | 0.00% | −2−10.5% | Reduced |
| Private Wealth Asset Management, LLC | 18 | $6.46K | 0.00% | +18 | New |
| Truvestments Capital LLC | 19 | $6.82K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $6.82K | 0.00% | +3+18.8% | Added |
| Meeder Asset Management Inc | 21 | $7.54K | 0.00% | −100−82.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $7.89K | 0.00% | −47−68.1% | Reduced |
| Luken Investment Analytics, LLC | 23 | $8.25K | 0.00% | −77−77.0% | Reduced |
| Private Wealth Management Group, LLC | 23 | $8.25K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 24 | $8.61K | 0.00% | −9−27.3% | Reduced |
| Financial Consulate, Inc | 24 | $8.61K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 24 | $8.61K | 0.00% | +18+300.0% | Added |
| Robinswood Financial LLC | 24 | $8.84K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 25 | $8.97K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 25 | $8.97K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 26 | $9.33K | 0.00% | −34−56.7% | Reduced |
| WPG Advisers, LLC | 26 | $9.33K | 0.01% | −5−16.1% | Reduced |
| Darwin Advisors, LLC | 28 | $10.4K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 29 | $10.4K | 0.00% | +29 | New |
| Brown, Lisle/Cummings, Inc. | 30 | $10.8K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 31 | $11.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $11.1K | 0.00% | −8−20.5% | Reduced |
| WealthCollab, LLC | 31 | $11.1K | 0.00% | +5+19.2% | Added |
| Raiffeisen Bank International AG | 32 | $11.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 32 | $11.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $11.5K | 0.00% | +32 | New |
| Tobam | 34 | $12.0K | 0.00% | −99−74.4% | Reduced |
| Creative Financial Designs Inc | 36 | $12.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 35 | $13.0K | 0.00% | +6+20.7% | Added |
| Advisors Asset Management, Inc. | 37 | $13.3K | 0.00% | −22−37.3% | Reduced |
| Pinnacle Bancorp, Inc. | 37 | $13.3K | 0.00% | 00.0% | Unchanged |