| Avion Wealth | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 1 | $38 | 0.00% | −1−50.0% | Reduced |
| Legacy Wealth Managment, LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $73 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $76 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2 | $76 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $76 | 0.00% | +2 | New |
| Westfuller Advisors, LLC | 3 | $113 | 0.00% | −3−50.0% | Reduced |
| SWAN Capital LLC | 3 | $113 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $114 | 0.00% | −37−92.5% | Reduced |
| Signature Equity Partners, LLC | 4 | $151 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 5 | $190 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $190 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $273 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $303 | 0.00% | +8 | New |
| Hilton Head Capital Partners, LLC | 9 | $340 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 9 | $341 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $341 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 10 | $378 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 10 | $379 | 0.00% | +10 | New |
| NVWM, LLC | 11 | $416 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 11 | $416 | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 14 | $529 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 15 | $568 | 0.00% | +15 | New |
| Salem Investment Counselors Inc | 15 | $568 | 0.00% | +15 | New |
| Gen-Wealth Partners Inc | 16 | $605 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $643 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 17 | $643 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 18 | $681 | 0.00% | +6+50.0% | Added |
| Cornerstone Financial Management LLC | 19 | $718 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 20 | $756 | 0.00% | +20 | New |
| My Portfolio Guide, LLC | 20 | $756 | 0.00% | +20 | New |
| Gilpin Wealth Management, LLC | 20 | $757 | 0.00% | +15+300.0% | Added |
| Brown Brothers Harriman & Co | 21 | $794 | 0.00% | +21 | New |
| PayPay Securities Corp | 25 | $799 | 0.03% | −12−32.4% | Reduced |
| Strategic Advocates LLC | 22 | $832 | 0.00% | −67−75.3% | Reduced |
| Cromwell Holdings LLC | 22 | $832 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 23 | $870 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 23 | $870 | 0.00% | +3+15.0% | Added |
| Rothschild Investment LLC | 24 | $907 | 0.00% | −7−22.6% | Reduced |
| Gill Capital Partners, LLC | 25 | $945 | 0.00% | +25 | New |
| Leo H. Evart, Inc. | 25 | $945 | 0.00% | +25 | New |
| MRP Capital Investments, LLC | 25 | $946 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 31 | $1.00K | 0.00% | +12+63.2% | Added |
| City State Bank | 29 | $1.10K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 34 | $1.29K | 0.00% | −3−8.1% | Reduced |
| Farmers & Merchants Investments Inc | 35 | $1.32K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $1.40K | 0.00% | +20+117.6% | Added |
| Johnson Financial Group, Inc. | 40 | $1.51K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 50 | $1.89K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 50 | $1.89K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 50 | $1.89K | 0.00% | +50 | New |
| Rossby Financial, LCC | 51 | $1.95K | 0.00% | +19+59.4% | Added |
| Atlantic Trust, LLC | 54 | $2.04K | 0.00% | −11−16.9% | Reduced |
| LRI Investments, LLC | 58 | $2.19K | 0.00% | +58 | New |
| Root Financial Partners, LLC | 61 | $2.31K | 0.00% | +9+17.3% | Added |
| IFP Advisors, Inc | 73 | $2.76K | 0.00% | −35−32.4% | Reduced |
| Avalon Trust Co | 75 | $2.84K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 77 | $2.87K | 0.00% | +65+541.7% | Added |
| Huntington National Bank | 77 | $2.91K | 0.00% | −4−4.9% | Reduced |
| Purpose Unlimited Inc. | 77 | $2.91K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 84 | $3.18K | 0.00% | +84 | New |
| Smartleaf Asset Management LLC | 93 | $3.31K | 0.00% | −59−38.8% | Reduced |
| Private Wealth Asset Management, LLC | 92 | $3.48K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 100 | $3.78K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 110 | $4.16K | 0.00% | +107+3,566.7% | Added |
| Transamerica Financial Advisors, Inc. | 115 | $4.35K | 0.00% | +4+3.6% | Added |
| Beacon Investment Advisory Services, Inc. | 125 | $4.73K | 0.00% | +125 | New |
| Keating Financial Advisory Services, Inc. | 144 | $5.45K | 0.00% | +137+1,957.1% | Added |
| Parkside Financial Bank & Trust | 150 | $5.67K | 0.00% | +55+57.9% | Added |
| Hurley Capital, LLC | 164 | $6.20K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 174 | $6.58K | 0.00% | −33−15.9% | Reduced |
| CoreCap Advisors, LLC | 175 | $6.62K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 194 | $7.33K | 0.00% | +69+55.2% | Added |
| Danske Bank A/S | 200 | $7.56K | 0.00% | −900−81.8% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 207 | $7.83K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 210 | $7.94K | 0.00% | −35−14.3% | Reduced |
| Covestor Ltd | 198 | $8.00K | 0.01% | −407−67.3% | Reduced |
| Mather Group, LLC. | 223 | $8.43K | 0.00% | +223 | New |
| EverSource Wealth Advisors, LLC | 269 | $10.2K | 0.00% | +72+36.5% | Added |
| Nvest Wealth Strategies, Inc. | 282 | $10.7K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 285 | $10.8K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 299 | $11.3K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 300 | $11.3K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 323 | $12.2K | 0.01% | −156−32.6% | Reduced |
| MAI Capital Management | 342 | $12.9K | 0.00% | +177+107.3% | Added |
| Kilter Group LLC | 360 | $13.6K | 0.01% | −190−34.5% | Reduced |
| Addison Advisors LLC | 361 | $13.7K | 0.00% | +36+11.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 365 | $13.8K | 0.00% | +365 | New |
| RWM Asset Management, LLC | 390 | $14.7K | 0.00% | +390 | New |
| Founders Capital Management | 400 | $15.1K | 0.01% | +300+300.0% | Added |
| Hoey Investments, Inc | 408 | $15.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 413 | $15.6K | 0.00% | +204+97.6% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 423 | $16.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 450 | $17.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 488 | $18.5K | 0.00% | +80+19.6% | Added |