| Private Wealth Asset Management, LLC | 1 | $130 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $131 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1 | $132 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $240 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $260 | 0.00% | −5−71.4% | Reduced |
| Quaker Wealth Management, LLC | 2 | $261 | 0.00% | −1−33.3% | Reduced |
| NorthAvenue LLC | 2 | $261 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 4 | $521 | 0.00% | −15−78.9% | Reduced |
| Cullen/Frost Bankers, Inc. | 4 | $521 | 0.00% | −1−20.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4 | $521 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $521 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $521 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 4 | $521 | 0.00% | +4 | New |
| Retirement Wealth Solutions LLC | 4 | $524 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $651 | 0.00% | −1−16.7% | Reduced |
| Triumph Capital Management | 5 | $651 | 0.00% | +5 | New |
| Bayforest Capital Ltd | 5 | $651 | 0.00% | +5 | New |
| Keating Financial Advisory Services, Inc. | 5 | $651 | 0.00% | +5 | New |
| Crewe Advisors LLC | 5 | $652 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $652 | 0.00% | +1+25.0% | Added |
| Principia Wealth Advisory, LLC | 7 | $912 | 0.00% | −2−22.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 7 | $912 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $912 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 8 | $1.04K | 0.00% | +4+100.0% | Added |
| Ameriflex Group, Inc. | 9 | $1.17K | 0.00% | −9−50.0% | Reduced |
| Strengthening Families & Communities, LLC | 9 | $1.17K | 0.00% | −3−25.0% | Reduced |
| IMG Wealth Management, Inc. | 9 | $1.17K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 9 | $1.25K | 0.00% | +9 | New |
| Signature Equity Partners, LLC | 10 | $1.26K | 0.00% | +10 | New |
| J.Safra Asset Management Corp | 10 | $1.30K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 10 | $1.30K | 0.00% | +5+100.0% | Added |
| Financial Consulate, Inc | 10 | $1.30K | 0.00% | −4−28.6% | Reduced |
| AdvisorNet Financial, Inc | 11 | $1.46K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 12 | $1.53K | 0.00% | +12 | New |
| Aviso Financial Inc. | 13 | $1.69K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 13 | $1.69K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 14 | $1.82K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 14 | $1.82K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 14 | $1.82K | 0.00% | −16−53.3% | Reduced |
| Sachetta, LLC | 14 | $1.82K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 15 | $1.95K | 0.00% | +9+150.0% | Added |
| Tucker Asset Management LLC | 15 | $1.95K | 0.00% | +15 | New |
| South State Corp. | 15 | $1.95K | 0.00% | −22−59.5% | Reduced |
| TFC Financial Management | 15 | $1.95K | 0.00% | +4+36.4% | Added |
| Avion Wealth | 22 | $2.00K | 0.00% | −25−53.2% | Reduced |
| Bangor Savings Bank | 16 | $2.08K | 0.00% | +16 | New |
| ORG Partners LLC | 17 | $2.21K | 0.00% | +3+21.4% | Added |
| Motco | 18 | $2.34K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 18 | $2.34K | 0.00% | +18 | New |
| Dunhill Financial, LLC | 18 | $2.41K | 0.00% | +7+63.6% | Added |
| Investors Research Corp | 19 | $2.47K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 19 | $2.48K | 0.00% | −10−34.5% | Reduced |
| TD Waterhouse Canada Inc. | 20 | $2.60K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $2.60K | 0.00% | +20 | New |
| Abound Wealth Management | 20 | $2.61K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 21 | $2.73K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 22 | $2.87K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 23 | $3.00K | 0.00% | −107−82.3% | Reduced |
| Ogorek Anthony Joseph | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 24 | $3.13K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 24 | $3.13K | 0.00% | +24 | New |
| Root Financial Partners, LLC | 25 | $3.26K | 0.00% | −1−3.8% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 25 | $3.26K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 25 | $3.26K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 26 | $3.39K | 0.00% | −33−55.9% | Reduced |
| Trust Co of Vermont | 26 | $3.39K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 27 | $3.52K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 27 | $3.52K | 0.00% | +27 | New |
| CoreCap Advisors, LLC | 28 | $3.60K | 0.00% | −722−96.3% | Reduced |
| Key Financial Inc | 29 | $3.78K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 29 | $3.78K | 0.00% | +29 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 30 | $3.91K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 33 | $4.30K | 0.00% | +9+37.5% | Added |
| Raffa Wealth Management, LLC | 34 | $4.43K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 34 | $4.43K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 37 | $4.82K | 0.00% | −17−31.5% | Reduced |
| Red Tortoise LLC | 39 | $5.08K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 43 | $5.60K | 0.00% | +26+152.9% | Added |
| 1620 Investment Advisors, Inc. | 44 | $5.73K | 0.00% | −19−30.2% | Reduced |
| Howard Hughes Medical Institute | 45 | $5.86K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 45 | $5.86K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 47 | $6.12K | 0.00% | +47 | New |
| Westside Investment Management, Inc. | 47 | $6.16K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 50 | $6.51K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 51 | $6.64K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 52 | $6.77K | 0.00% | +52 | New |
| High Note Wealth, LLC | 53 | $6.90K | 0.00% | +11+26.2% | Added |
| Gould Capital, LLC | 55 | $7.16K | 0.00% | 00.0% | Unchanged |
| Brentview Investment Management LLC | 56 | $7.29K | 0.00% | −20,386−99.7% | Reduced |
| Financial Management Professionals, Inc. | 56 | $7.29K | 0.00% | +6+12.0% | Added |
| Prestige Wealth Management Group LLC | 59 | $7.68K | 0.00% | −3,069−98.1% | Reduced |
| LRI Investments, LLC | 64 | $8.33K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 65 | $8.44K | 0.00% | +1+1.6% | Added |
| Washington Trust Advisors, Inc. | 65 | $8.46K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 65 | $8.46K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 66 | $8.59K | 0.00% | +66 | New |
| MV Capital Management, Inc. | 73 | $9.51K | 0.00% | −23−24.0% | Reduced |
| Bruce G. Allen Investments, LLC | 74 | $9.64K | 0.01% | −126−63.0% | Reduced |