| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 0 | $31 | 0.00% | 0 | Unchanged |
| Raffa Wealth Management, LLC | 1 | $101 | 0.00% | −1−50.0% | Reduced |
| AdvisorNet Financial, Inc | 1 | $101 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $101 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $101 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $102 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $102 | 0.00% | +1 | New |
| Marshall Investment Management, LLC | 1 | $103 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 2 | $202 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 2 | $203 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $304 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $304 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $305 | 0.00% | −8−72.7% | Reduced |
| American Capital Advisory, LLC | 5 | $506 | 0.00% | +4+400.0% | Added |
| Brown, Lisle/Cummings, Inc. | 6 | $606 | 0.00% | −1−14.3% | Reduced |
| Principia Wealth Advisory, LLC | 6 | $606 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $636 | 0.00% | +2+50.0% | Added |
| Financial Management Professionals, Inc. | 7 | $708 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 7 | $708 | 0.00% | +7 | New |
| Lummis Asset Management, LP | 8 | $809 | 0.00% | +8 | New |
| Signature Equity Partners, LLC | 8 | $822 | 0.00% | −13−61.9% | Reduced |
| Bogart Wealth, LLC | 9 | $910 | 0.00% | +9 | New |
| Bell Investment Advisors, Inc | 10 | $1.01K | 0.00% | −53−84.1% | Reduced |
| UMA Financial Services, Inc. | 10 | $1.01K | 0.00% | −19−65.5% | Reduced |
| Cornerstone Financial Management LLC | 10 | $1.01K | 0.00% | +5+100.0% | Added |
| Glen Eagle Advisors, LLC | 10 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bayban | 11 | $1.11K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 12 | $1.21K | 0.00% | −1−7.7% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 12 | $1.21K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $1.31K | 0.00% | −2−13.3% | Reduced |
| West Paces Advisors Inc. | 13 | $1.31K | 0.00% | +13 | New |
| HFM Investment Advisors, LLC | 13 | $1.31K | 0.00% | +7+116.7% | Added |
| SHP Wealth Management | 14 | $1.42K | 0.00% | +1+7.7% | Added |
| Hughes Financial Services, LLC | 14 | $1.42K | 0.00% | +9+180.0% | Added |
| Horizon Financial Services, LLC | 14 | $1.42K | 0.00% | +14 | New |
| Marquette Asset Management, LLC | 15 | $1.52K | 0.00% | −24−61.5% | Reduced |
| Sachetta, LLC | 18 | $1.82K | 0.00% | +18 | New |
| Highland Investment Advisors LLC | 18 | $1.83K | 0.00% | +18 | New |
| Bay Harbor Wealth Management, LLC | 19 | $1.92K | 0.00% | +5+35.7% | Added |
| Capital Advisors, Ltd. LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 20 | $2.02K | 0.00% | +1+5.3% | Added |
| Tounjian Advisory Partners, LLC | 20 | $2.06K | 0.00% | +20 | New |
| Quarry LP | 21 | $2.12K | 0.00% | −388−94.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 21 | $2.12K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 22 | $2.22K | 0.00% | +22 | New |
| Leonteq Securities AG | 22 | $2.22K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 22 | $2.22K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 22 | $2.22K | 0.00% | +8+57.1% | Added |
| MCF Advisors LLC | 23 | $2.33K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 25 | $2.53K | 0.00% | −74−74.7% | Reduced |
| Silver Grove Financial Group, Inc. | 25 | $2.53K | 0.00% | +25 | New |
| CoreCap Advisors, LLC | 26 | $2.63K | 0.00% | +16+160.0% | Added |
| Trust Co of Vermont | 26 | $2.63K | 0.00% | +26 | New |
| Creative Capital Management Investments LLC | 26 | $2.63K | 0.00% | +26 | New |
| Central Trust Co | 27 | $2.73K | 0.00% | −51−65.4% | Reduced |
| Avion Wealth | 36 | $3.00K | 0.00% | +10+38.5% | Added |
| Rialto Wealth Management, LLC | 31 | $3.13K | 0.00% | +5+19.2% | Added |
| True Wealth Design, LLC | 31 | $3.13K | 0.00% | +16+106.7% | Added |
| Ares Financial Consulting, LLC | 39 | $3.94K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 40 | $4.04K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 42 | $4.25K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 39 | $4.32K | 0.00% | +9+30.0% | Added |
| MidFirst Bank | 43 | $4.35K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 45 | $4.55K | 0.00% | +32+246.2% | Added |
| Private Wealth Management Group, LLC | 49 | $4.95K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 50 | $5.05K | 0.00% | +50 | New |
| Quest 10 Wealth Builders, Inc. | 52 | $5.26K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 52 | $5.26K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 61 | $6.17K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 65 | $6.57K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 66 | $6.67K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 66 | $6.67K | 0.00% | +24+57.1% | Added |
| BOK Financial Private Wealth, Inc. | 66 | $6.67K | 0.00% | +66 | New |
| CBIZ Investment Advisory Services, LLC | 69 | $6.67K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 71 | $6.87K | 0.00% | +71 | New |
| Golden State Wealth Management, LLC | 71 | $7.20K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 72 | $7.28K | 0.00% | +5+7.5% | Added |
| Fortitude Family Office, LLC | 73 | $7.38K | 0.00% | +5+7.4% | Added |
| Ameriflex Group, Inc. | 80 | $8.09K | 0.00% | +80 | New |
| Farmers & Merchants Investments Inc | 88 | $8.89K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 90 | $9.10K | 0.00% | +26+40.6% | Added |
| JFS Wealth Advisors, LLC | 99 | $10.0K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 104 | $10.5K | 0.00% | +104 | New |
| Atlantic Trust, LLC | 107 | $10.8K | 0.00% | +2+1.9% | Added |
| New England Capital Financial Advisors LLC | 111 | $11.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 118 | $12.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 122 | $12.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 128 | $12.9K | 0.00% | +99+341.4% | Added |
| CX Institutional | 124 | $13.0K | 0.00% | +1+0.8% | Added |
| CVA Family Office, LLC | 130 | $13.1K | 0.00% | +26+25.0% | Added |
| Rosenberg Matthew Hamilton | 140 | $14.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 142 | $14.4K | 0.00% | +34+31.5% | Added |
| Larson Financial Group LLC | 166 | $16.8K | 0.00% | +13+8.5% | Added |
| William B. Walkup & Associates, Inc. | 170 | $17.2K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 200 | $20.2K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 200 | $20.2K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 205 | $20.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 217 | $21.9K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 217 | $21.9K | 0.01% | −51−19.0% | Reduced |