| Nicola Wealth Management Ltd. | 163,000 | $0 | 0.00% | +29,000+21.6% | Added |
| Wood Tarver Financial Group, LLC | 5 | $0 | 0.00% | +5 | New |
| Sachetta, LLC | 1 | $65 | 0.00% | +1 | New |
| Rothschild Investment LLC | 2 | $128 | 0.00% | +2 | New |
| Richardson Financial Services Inc. | 6 | $383 | 0.00% | −18−75.0% | Reduced |
| High Note Wealth, LLC | 8 | $511 | 0.00% | +8 | New |
| CoreCap Advisors, LLC | 11 | $702 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 12 | $766 | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 13 | $831 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 15 | $958 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $1.15K | 0.00% | +4+28.6% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.28K | 0.00% | −10−33.3% | Reduced |
| Tucker Asset Management LLC | 20 | $1.28K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 32 | $2.04K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 32 | $2.04K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 35 | $2.23K | 0.00% | −35−50.0% | Reduced |
| Larson Financial Group LLC | 35 | $2.23K | 0.00% | +35 | New |
| Carolinas Wealth Consulting LLC | 36 | $2.26K | 0.00% | +36 | New |
| Jackson, Grant Investment Advisers, Inc. | 40 | $2.55K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 42 | $2.68K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 43 | $2.75K | 0.00% | +43 | New |
| Retirement Wealth Solutions LLC | 51 | $2.99K | 0.00% | +51 | New |
| Creative Financial Designs Inc | 49 | $3.13K | 0.00% | +49 | New |
| Bogart Wealth, LLC | 68 | $4.34K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 69 | $4.41K | 0.00% | +69 | New |
| MPWM Advisory Solutions, LLC | 76 | $4.85K | 0.00% | +76 | New |
| Synergy Financial Management, LLC | 85 | $5.32K | 0.00% | +85 | New |
| Continuum Advisory, LLC | 87 | $5.56K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 90 | $5.77K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 92 | $5.88K | 0.00% | +92 | New |
| Raffa Wealth Management, LLC | 96 | $6.13K | 0.00% | +32+50.0% | Added |
| Centricity Wealth Management, LLC | 96 | $6.13K | 0.01% | +96 | New |
| Center for Financial Planning, Inc. | 101 | $6.45K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 102 | $6.51K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 113 | $7.22K | 0.00% | +17+17.7% | Added |
| Conquis Financial LLC | 128 | $8.17K | 0.01% | +128 | New |
| Glass Jacobson Investment Advisors llc | 134 | $8.56K | 0.00% | +134 | New |
| Capital Analysts, LLC | 136 | $9.00K | 0.00% | −25−15.5% | Reduced |
| Assetmark, Inc | 144 | $9.18K | 0.00% | +61+73.5% | Added |
| Sandy Spring Bank | 149 | $9.52K | 0.00% | +149 | New |
| Thompson Investment Management, Inc. | 152 | $9.71K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 158 | $10.1K | 0.00% | +158 | New |
| NewSquare Capital LLC | 163 | $10.4K | 0.00% | +163 | New |
| Harbor Investment Advisory, LLC | 171 | $10.9K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 171 | $10.9K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 175 | $11.2K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 190 | $12.1K | 0.00% | +24+14.5% | Added |
| Global Retirement Partners, LLC | 226 | $14.4K | 0.00% | +21+10.2% | Added |
| Global Financial Private Client, LLC | 230 | $14.7K | 0.01% | −36−13.5% | Reduced |
| Washington Trust Advisors, Inc. | 230 | $14.7K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 231 | $14.8K | 0.00% | +26+12.7% | Added |
| Clearstead Advisors, LLC | 233 | $14.9K | 0.00% | −1,064−82.0% | Reduced |
| Bryn Mawr Trust Co | 236 | $15.1K | 0.00% | −1−0.4% | Reduced |
| Roble, Belko & Company, Inc | 248 | $16.0K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 266 | $17.0K | 0.00% | +266 | New |
| Rakuten Securities, Inc. | 270 | $17.2K | 0.01% | −733−73.1% | Reduced |
| Frazier Financial Advisors, LLC | 273 | $17.5K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 294 | $18.8K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 300 | $19.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 307 | $19.6K | 0.00% | −14−4.4% | Reduced |
| Venturi Wealth Management, LLC | 325 | $20.8K | 0.00% | +154+90.1% | Added |
| Steward Partners Investment Advisory, LLC | 329 | $21.0K | 0.00% | +235+250.0% | Added |
| WealthCollab, LLC | 330 | $21.1K | 0.01% | +330 | New |
| Central Trust Co | 331 | $21.1K | 0.00% | +320+2,909.1% | Added |
| Private Trust Co NA | 334 | $21.3K | 0.00% | +121+56.8% | Added |
| Beacon Capital Management, LLC | 340 | $21.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 404 | $25.8K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 422 | $27.0K | 0.01% | −1−0.2% | Reduced |
| Hara Capital LLC | 431 | $27.5K | 0.02% | +100+30.2% | Added |
| Spire Wealth Management | 458 | $29.3K | 0.00% | +136+42.2% | Added |
| Accent Capital Management, LLC | 459 | $29.3K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 459 | $29.3K | 0.02% | +459 | New |
| Byrne Asset Management LLC | 475 | $30.3K | 0.02% | +475 | New |
| Pin Oak Investment Advisors Inc | 498 | $31.0K | 0.03% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 488 | $31.2K | 0.00% | −40−7.6% | Reduced |
| Ridgewood Investments LLC | 510 | $32.6K | 0.02% | 00.0% | Unchanged |
| Horizon Investments, LLC | 542 | $34.6K | 0.00% | +80+17.3% | Added |
| Park Place Capital Corp | 585 | $37.4K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 594 | $37.9K | 0.00% | +334+128.5% | Added |
| Graney & King, LLC | 600 | $38.3K | 0.03% | +600 | New |
| Toronto Dominion Bank | 615 | $39.0K | 0.00% | −62−9.2% | Reduced |
| Brown Brothers Harriman & Co | 617 | $39.4K | 0.00% | +240+63.7% | Added |
| Sierra Ocean, LLC | 655 | $41.8K | 0.03% | +655 | New |
| Empirical Asset Management, LLC | 29,271 | $42.9K | 0.01% | +29,271 | New |
| Atlas Capital Advisors LLC | 870 | $55.6K | 0.01% | +870 | New |
| Kestra Investment Management, LLC | 933 | $59.6K | 0.00% | +933 | New |
| MAI Capital Management | 946 | $60.4K | 0.00% | +946 | New |
| JFS Wealth Advisors, LLC | 1,018 | $65.0K | 0.00% | +351+52.6% | Added |
| Western Pacific Wealth Management, LP | 1,067 | $68.1K | 0.05% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1,077 | $68.8K | 0.07% | +1,077 | New |
| Transce3nd, LLC | 1,120 | $71.5K | 0.02% | +1,120 | New |
| Synergy Investment Management, LLC | 1,168 | $74.6K | 0.03% | +1,168 | New |
| UMA Financial Services, Inc. | 1,213 | $77.5K | 0.01% | +1,213 | New |
| Hilltop National Bank | 1,327 | $84.7K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,466 | $93.6K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 1,546 | $93.8K | 0.00% | +4+0.3% | Added |
| Boit C F David | 1,550 | $99.0K | 0.05% | 00.0% | Unchanged |
| Huntington National Bank | 1,661 | $106.1K | 0.00% | −272−14.1% | Reduced |
| Smartleaf Asset Management LLC | 1,656 | $106.2K | 0.01% | −1,944−54.0% | Reduced |
| Skopos Labs, Inc. | 1,878 | $119.9K | 0.04% | +1,702+967.0% | Added |
