| Beaird Harris Wealth Management, LLC | 1 | $132 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $132 | 0.00% | +1 | New |
| Tidemark, LLC | 2 | $262 | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $262 | 0.00% | +2 | New |
| Intentional Wealth Strategies, LLC | 2 | $262 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $263 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2 | $266 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 3 | $393 | 0.00% | −1−25.0% | Reduced |
| Highline Wealth Partners LLC | 4 | $525 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $525 | 0.00% | +2+100.0% | Added |
| Nvest Wealth Strategies, Inc. | 4 | $525 | 0.00% | +4 | New |
| RWM Asset Management, LLC | 5 | $656 | 0.00% | +5 | New |
| Strategic Wealth Partners, Ltd. | 6 | $787 | 0.00% | −9−60.0% | Reduced |
| Triumph Capital Management | 6 | $787 | 0.00% | +1+20.0% | Added |
| BOK Financial Private Wealth, Inc. | 7 | $918 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $918 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $918 | 0.00% | +2+40.0% | Added |
| Rialto Wealth Management, LLC | 7 | $918 | 0.00% | +3+75.0% | Added |
| Whipplewood Advisors, LLC | 7 | $918 | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 7 | $925 | 0.00% | +3+75.0% | Added |
| TIAA Wealth Investment Management LLC | 8 | $1.03K | 0.00% | +8 | New |
| Colonial Trust Co | 8 | $1.05K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 8 | $1.05K | 0.00% | +4+100.0% | Added |
| Ameriflex Group, Inc. | 9 | $1.18K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 9 | $1.18K | 0.00% | −6−40.0% | Reduced |
| NVWM, LLC | 10 | $1.31K | 0.00% | +5+100.0% | Added |
| Arlington Trust Co LLC | 10 | $1.31K | 0.00% | +10 | New |
| Signature Equity Partners, LLC | 11 | $1.42K | 0.00% | +1+10.0% | Added |
| Raleigh Capital Management Inc. | 11 | $1.44K | 0.00% | +11 | New |
| Burk Holdings LLC | 11 | $1.44K | 0.00% | +11 | New |
| TFC Financial Management | 11 | $1.44K | 0.00% | −4−26.7% | Reduced |
| Kingdom Financial Group LLC. | 12 | $1.56K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 12 | $1.56K | 0.00% | +12 | New |
| Financial Consulate, Inc | 12 | $1.57K | 0.00% | +2+20.0% | Added |
| Kilter Group LLC | 13 | $1.71K | 0.00% | −6−31.6% | Reduced |
| Hollencrest Capital Management | 13 | $1.71K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 13 | $1.71K | 0.00% | +13 | New |
| AdvisorNet Financial, Inc | 13 | $1.74K | 0.00% | +2+18.2% | Added |
| Clayton Financial Group LLC | 14 | $1.84K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 14 | $1.84K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 14 | $1.84K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 14 | $1.84K | 0.00% | +14 | New |
| Principia Wealth Advisory, LLC | 15 | $1.97K | 0.00% | +8+114.3% | Added |
| Bangor Savings Bank | 16 | $2.10K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $2.11K | 0.00% | −173−91.5% | Reduced |
| First Command Advisory Services, Inc. | 17 | $2.23K | 0.00% | +17 | New |
| Wilkerson Advisory Group LLC | 17 | $2.23K | 0.00% | +17 | New |
| Wolff Wiese Magana LLC | 17 | $2.23K | 0.00% | −10−37.0% | Reduced |
| Westfuller Advisors, LLC | 17 | $2.29K | 0.00% | −48−73.8% | Reduced |
| Motco | 18 | $2.36K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 19 | $2.49K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 19 | $2.49K | 0.00% | +19 | New |
| Leonteq Securities AG | 20 | $2.62K | 0.00% | −1,722−98.9% | Reduced |
| SJS Investment Consulting Inc. | 20 | $2.62K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $2.63K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 21 | $2.75K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $2.77K | 0.00% | +3+16.7% | Added |
| Indiana Trust & Investment Management CO | 22 | $2.88K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 23 | $3.02K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 23 | $3.02K | 0.00% | +23 | New |
| Root Financial Partners, LLC | 24 | $3.15K | 0.00% | −1−4.0% | Reduced |
| POM Investment Strategies, LLC | 24 | $3.15K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 24 | $3.15K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 24 | $3.24K | 0.00% | −4−14.3% | Reduced |
| Cornerstone Financial Management LLC | 25 | $3.28K | 0.00% | +7+38.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 25 | $3.28K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 25 | $3.28K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 26 | $3.41K | 0.00% | +16+160.0% | Added |
| North Star Investment Management Corp. | 27 | $3.54K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $3.80K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 29 | $3.84K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 33 | $4.00K | 0.00% | +11+50.0% | Added |
| Raffa Wealth Management, LLC | 34 | $4.46K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 34 | $4.46K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 35 | $4.59K | 0.00% | −381−91.6% | Reduced |
| Fortitude Family Office, LLC | 35 | $4.59K | 0.00% | −2−5.4% | Reduced |
| Red Tortoise LLC | 39 | $5.11K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 43 | $5.64K | 0.00% | +17+65.4% | Added |
| Rossby Financial, LCC | 43 | $5.70K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 44 | $5.77K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 45 | $5.90K | 0.00% | +45 | New |
| Financial Management Professionals, Inc. | 45 | $5.90K | 0.00% | −11−19.6% | Reduced |
| McGuire Capital Advisors Inc | 45 | $5.90K | 0.00% | +41+1,025.0% | Added |
| Evolution Advisers, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 47 | $6.29K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 50 | $6.56K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 51 | $6.69K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 52 | $6.82K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 55 | $7.21K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 58 | $7.61K | 0.00% | +25+75.8% | Added |
| Joseph Group Capital Management | 59 | $7.74K | 0.00% | +59 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 64 | $8.39K | 0.00% | −2−3.0% | Reduced |
| LRI Investments, LLC | 64 | $8.39K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 64 | $8.39K | 0.00% | +50+357.1% | Added |
| Washington Trust Advisors, Inc. | 65 | $8.52K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 65 | $8.52K | 0.00% | +12+22.6% | Added |
| Keating Financial Advisory Services, Inc. | 67 | $8.79K | 0.00% | +62+1,240.0% | Added |
| MV Capital Management, Inc. | 68 | $8.92K | 0.00% | −5−6.8% | Reduced |
| Swiss Re Ltd | 74 | $9.70K | 0.06% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 74 | $9.70K | 0.01% | 00.0% | Unchanged |