| Avion Wealth | 23 | $0 | 0.00% | −21−47.7% | Reduced |
| Darwin Advisors, LLC | 1 | $43 | 0.00% | +1 | New |
| Crewe Advisors LLC | 2 | $87 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $130 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $131 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $173 | 0.00% | −3−42.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 4 | $173 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $174 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $174 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 5 | $217 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 6 | $261 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $299 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $346 | 0.00% | −4−33.3% | Reduced |
| 1015 Capital Partners, LLC | 9 | $390 | 0.00% | +9 | New |
| MV Capital Management, Inc. | 9 | $391 | 0.00% | +1+12.5% | Added |
| Financial Management Professionals, Inc. | 11 | $477 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 11 | $477 | 0.00% | +11 | New |
| Hughes Financial Services, LLC | 12 | $520 | 0.00% | −10−45.5% | Reduced |
| Signature Resources Capital Management, LLC | 12 | $520 | 0.00% | +12 | New |
| Quaker Wealth Management, LLC | 14 | $607 | 0.00% | −5−26.3% | Reduced |
| Sachetta, LLC | 16 | $694 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 19 | $823 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 22 | $953 | 0.00% | +22 | New |
| Cornerstone Financial Management LLC | 24 | $1.04K | 0.00% | +24 | New |
| Rialto Wealth Management, LLC | 29 | $1.26K | 0.00% | −5−14.7% | Reduced |
| Bullock Wealth Management Group | 33 | $1.43K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 33 | $1.43K | 0.00% | +33 | New |
| HFM Investment Advisors, LLC | 33 | $1.43K | 0.00% | +25+312.5% | Added |
| Cromwell Holdings LLC | 34 | $1.47K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 34 | $1.47K | 0.00% | +34 | New |
| Golden State Wealth Management, LLC | 35 | $1.52K | 0.00% | +35 | New |
| Keating Financial Advisory Services, Inc. | 35 | $1.52K | 0.00% | +35 | New |
| Prestige Wealth Management Group LLC | 37 | $1.60K | 0.00% | −70−65.4% | Reduced |
| Kozak & Associates, Inc. | 39 | $1.65K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 39 | $1.69K | 0.00% | +39 | New |
| Imprint Wealth LLC | 42 | $1.82K | 0.01% | −132−75.9% | Reduced |
| Activest Wealth Management | 45 | $1.95K | 0.00% | −116−72.0% | Reduced |
| Capital Advisors, Ltd. LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 47 | $2.04K | 0.00% | −2−4.1% | Reduced |
| Addison Advisors LLC | 48 | $2.08K | 0.00% | +48 | New |
| Aventura Private Wealth, LLC | 50 | $2.17K | 0.00% | +30+150.0% | Added |
| FIL Ltd | 53 | $2.30K | 0.00% | −7,170−99.3% | Reduced |
| JNBA Financial Advisors | 53 | $2.30K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 60 | $2.60K | 0.00% | +5+9.1% | Added |
| Navalign, LLC | 60 | $2.60K | 0.00% | +60 | New |
| North Star Investment Management Corp. | 61 | $2.64K | 0.00% | +61 | New |
| Legacy Wealth Managment, LLC | 61 | $2.64K | 0.00% | +61 | New |
| Colonial Trust Co | 61 | $2.66K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 48 | $2.69K | 0.00% | +48 | New |
| United Community Bank | 64 | $2.77K | 0.00% | +64 | New |
| Westfuller Advisors, LLC | 66 | $2.86K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 66 | $2.86K | 0.00% | +66 | New |
| Creative Financial Designs Inc | 69 | $2.99K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 74 | $3.16K | 0.00% | −26−26.0% | Reduced |
| Rossby Financial, LCC | 74 | $3.21K | 0.00% | +52+236.4% | Added |
| Bayban | 83 | $3.60K | 0.00% | +83 | New |
| Bare Financial Services, Inc | 86 | $3.73K | 0.00% | −14−14.0% | Reduced |
| Luken Investment Analytics, LLC | 89 | $3.86K | 0.00% | +89 | New |
| MJT & Associates Financial Advisory Group, Inc. | 89 | $3.86K | 0.00% | −15−14.4% | Reduced |
| Brown Brothers Harriman & Co | 92 | $3.99K | 0.00% | +56+155.6% | Added |
| WealthCollab, LLC | 93 | $4.03K | 0.00% | +93 | New |
| Bell Investment Advisors, Inc | 95 | $4.12K | 0.00% | +22+30.1% | Added |
| IMA Wealth, Inc. | 97 | $4.20K | 0.00% | +97 | New |
| Key Financial Inc | 99 | $4.29K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 99 | $4.29K | 0.00% | +9+10.0% | Added |
| Barrett & Company, Inc. | 100 | $4.33K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 102 | $4.42K | 0.00% | −214−67.7% | Reduced |
| JFS Wealth Advisors, LLC | 102 | $4.42K | 0.00% | −2−1.9% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 111 | $4.81K | 0.00% | +111 | New |
| First Pacific Financial | 111 | $4.81K | 0.00% | +111 | New |
| Washington Trust Advisors, Inc. | 113 | $4.92K | 0.00% | −34−23.1% | Reduced |
| Flagship Harbor Advisors, LLC | 114 | $4.94K | 0.00% | +114 | New |
| T. Rowe Price Investment Management, Inc. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 120 | $5.00K | 0.00% | +65+118.2% | Added |
| IFP Advisors, Inc | 117 | $5.07K | 0.00% | −38−24.5% | Reduced |
| Manning & Napier Advisors LLC | 129 | $5.69K | 0.00% | +129 | New |
| HighMark Wealth Management LLC | 133 | $5.76K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 135 | $5.85K | 0.00% | +96+246.2% | Added |
| Bank of Jackson Hole Trust | 138 | $5.98K | 0.00% | +138 | New |
| Navigoe, LLC | 176 | $7.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 164 | $7.11K | 0.00% | +2+1.2% | Added |
| AdvisorNet Financial, Inc | 169 | $7.32K | 0.00% | +45+36.3% | Added |
| Osbon Capital Management LLC | 187 | $8.11K | 0.01% | +187 | New |
| Alerus Financial NA | 200 | $8.67K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 206 | $8.93K | 0.00% | +206 | New |
| SJS Investment Consulting Inc. | 219 | $9.49K | 0.00% | −752−77.4% | Reduced |
| South State Corp. | 221 | $9.58K | 0.00% | +196+784.0% | Added |
| Brown, Lisle/Cummings, Inc. | 250 | $10.8K | 0.00% | +250 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 250 | $10.8K | 0.00% | +250 | New |
| Harbour Investments, Inc. | 254 | $11.0K | 0.00% | +15+6.3% | Added |
| Ankerstar Wealth, LLC | 255 | $11.1K | 0.01% | +255 | New |
| Spire Wealth Management | 259 | $11.2K | 0.00% | −414−61.5% | Reduced |
| Farmers & Merchants Investments Inc | 260 | $11.3K | 0.00% | +10+4.0% | Added |
| Parkside Financial Bank & Trust | 262 | $11.4K | 0.00% | +112+74.7% | Added |
| Marquette Asset Management, LLC | 290 | $12.6K | 0.00% | +182+168.5% | Added |
| Armstrong Advisory Group, Inc | 300 | $13.0K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 298 | $13.1K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 306 | $13.3K | 0.00% | −579−65.4% | Reduced |
| CoreCap Advisors, LLC | 350 | $15.2K | 0.00% | −617−63.8% | Reduced |