| High Note Wealth, LLC | 1 | $94 | 0.00% | +1 | New |
| Murphy & Mullick Capital Management Corp | 2 | $189 | 0.00% | +2 | New |
| WealthCollab, LLC | 3 | $284 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $378 | 0.00% | +1+33.3% | Added |
| Missouri Trust & Investment Co | 4 | $378 | 0.00% | +4 | New |
| Bridge Generations Wealth Management LLC | 4 | $378 | 0.00% | +4 | New |
| Activest Wealth Management | 4 | $403 | 0.00% | −5,149−99.9% | Reduced |
| NBC Securities, Inc. | 4 | $412 | 0.04% | −4,610−99.9% | Reduced |
| Chesapeake Asset Management LLC | 5 | $472 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 5 | $473 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $473 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $473 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $661 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $756 | 0.00% | +8 | New |
| NVWM, LLC | 9 | $850 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $945 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Transcendent Capital Group LLC | 11 | $1.04K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 12 | $1.13K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 12 | $1.13K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 13 | $1.23K | 0.00% | +13 | New |
| BOK Financial Private Wealth, Inc. | 13 | $1.23K | 0.00% | +13 | New |
| Winnow Wealth LLC | 14 | $1.26K | 0.00% | +14 | New |
| Continuum Advisory, LLC | 14 | $1.32K | 0.00% | −12−46.2% | Reduced |
| New Millennium Group LLC | 15 | $1.42K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 15 | $1.42K | 0.00% | +15 | New |
| Legacy Investment Solutions, LLC | 14 | $1.51K | 0.00% | +14 | New |
| Legacy Wealth Managment, LLC | 14 | $1.51K | 0.00% | +14 | New |
| Riggs Asset Managment Co. Inc. | 17 | $1.62K | 0.00% | +3+21.4% | Added |
| CarsonAllaria Wealth Management, Ltd. | 20 | $1.89K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 20 | $1.89K | 0.00% | +20 | New |
| CBIZ Investment Advisory Services, LLC | 21 | $1.98K | 0.00% | +21 | New |
| Householder Group Estate & Retirement Specialist, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 22 | $2.08K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 23 | $2.17K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 25 | $2.36K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 25 | $2.36K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 25 | $2.36K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 26 | $2.46K | 0.00% | +26 | New |
| PayPay Securities Corp | 27 | $2.55K | 0.11% | +27 | New |
| Tortoise Investment Management, LLC | 30 | $2.83K | 0.00% | −30−50.0% | Reduced |
| Vermillion Wealth Management, Inc. | 31 | $2.93K | 0.00% | +31 | New |
| SJS Investment Consulting Inc. | 32 | $3.02K | 0.00% | −1−3.0% | Reduced |
| Aspect Partners, LLC | 35 | $3.31K | 0.00% | +35 | New |
| Marshall & Sterling Wealth Advisors Inc. | 35 | $3.31K | 0.00% | +35 | New |
| Kohmann Bosshard Financial Services, LLC | 36 | $3.44K | 0.00% | +36 | New |
| NewSquare Capital LLC | 38 | $3.59K | 0.00% | +38 | New |
| Whipplewood Advisors, LLC | 38 | $3.59K | 0.00% | +38 | New |
| Cornerstone Planning Group LLC | 39 | $3.77K | 0.00% | +6+18.2% | Added |
| New England Capital Financial Advisors LLC | 40 | $3.78K | 0.00% | +40 | New |
| Concord Wealth Partners | 43 | $4.06K | 0.00% | −1,000−95.9% | Reduced |
| Altshuler Shaham Ltd | 43 | $4.06K | 0.00% | +43 | New |
| MCF Advisors LLC | 45 | $4.25K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 46 | $4.35K | 0.00% | +11+31.4% | Added |
| Painted Porch Advisors LLC | 48 | $4.54K | 0.00% | +43+860.0% | Added |
| Lowe Wealth Advisors, LLC | 49 | $4.63K | 0.00% | +49 | New |
| JNBA Financial Advisors | 50 | $4.72K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $4.72K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 50 | $4.72K | 0.00% | +35+233.3% | Added |
| Synergy Investment Management, LLC | 50 | $4.72K | 0.00% | +50 | New |
| Alexis Investment Partners, LLC | 50 | $4.72K | 0.00% | +50 | New |
| Valued Wealth Advisors LLC | 51 | $4.82K | 0.00% | −19−27.1% | Reduced |
| Harbor Investment Advisory, LLC | 52 | $4.91K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 53 | $5.00K | 0.00% | +48+960.0% | Added |
| DiNuzzo Private Wealth, Inc. | 53 | $5.01K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 54 | $5.10K | 0.00% | +54 | New |
| LRI Investments, LLC | 75 | $7.09K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 75 | $7.09K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 75 | $7.09K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 75 | $7.09K | 0.00% | +75 | New |
| Stonebridge Financial Group, LLC | 75 | $7.09K | 0.00% | +75 | New |
| WealthTrak Capital Management LLC | 78 | $7.37K | 0.01% | +78 | New |
| Providence First Trust Co | 80 | $7.56K | 0.00% | +80 | New |
| Centennial Bank | 80 | $7.56K | 0.00% | +80 | New |
| Avion Wealth | 95 | $8.00K | 0.00% | +8+9.2% | Added |
| Arlington Trust Co LLC | 88 | $8.31K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 91 | $8.60K | 0.02% | +91 | New |
| Sachetta, LLC | 99 | $9.35K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 100 | $9.45K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $9.45K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $9.45K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $9.45K | 0.00% | +100 | New |
| Atlas Capital Advisors LLC | 115 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 125 | $11.8K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 126 | $11.9K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 127 | $12.0K | 0.00% | −53−29.4% | Reduced |
| Prudent Man Investment Management, Inc. | 129 | $12.2K | 0.01% | +129 | New |
| Princeton Global Asset Management LLC | 130 | $12.3K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 130 | $12.3K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 157 | $14.8K | 0.00% | −354−69.3% | Reduced |
| Abound Wealth Management | 172 | $16.3K | 0.01% | −18−9.5% | Reduced |
| Richard W. Paul & Associates, LLC | 175 | $16.5K | 0.01% | +175 | New |
| Prestige Wealth Management Group LLC | 176 | $16.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 180 | $17.0K | 0.00% | +24+15.4% | Added |
| Fortitude Family Office, LLC | 182 | $17.2K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 185 | $17.5K | 0.01% | +185 | New |
| Hartford Financial Management Inc. | 187 | $17.7K | 0.00% | 00.0% | Unchanged |
| Kames Capital plc | 199 | $18.8K | 0.00% | +199 | New |
| CNB Bank | 204 | $19.3K | 0.01% | 00.0% | Unchanged |