| Avion Wealth | 100 | $0 | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 0 | $5 | 0.00% | 0 | New |
| Morse Asset Management, Inc | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 3 | $28 | 0.00% | +3 | New |
| Darwin Advisors, LLC | 5 | $54 | 0.00% | 00.0% | Unchanged |
| Bayban | 8 | $75 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 11 | $103 | 0.00% | +11 | New |
| Triumph Capital Management | 18 | $168 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 25 | $233 | 0.00% | −902−97.3% | Reduced |
| Keating Financial Advisory Services, Inc. | 30 | $280 | 0.00% | +30 | New |
| Monetary Solutions, Ltd | 31 | $289 | 0.00% | +31 | New |
| Operose Advisors LLC | 34 | $317 | 0.00% | −1,811−98.2% | Reduced |
| Strive Financial Group ,LLC | 39 | $364 | 0.00% | +39 | New |
| Highland Investment Advisors LLC | 41 | $383 | 0.00% | +41 | New |
| Holos Integrated Wealth LLC | 40 | $394 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 46 | $430 | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 50 | $506 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 56 | $522 | 0.00% | −36−39.1% | Reduced |
| HHM Wealth Advisors, LLC | 59 | $551 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 60 | $560 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 64 | $597 | 0.00% | −9−12.3% | Reduced |
| Commonwealth Retirement Investments LLC | 66 | $616 | 0.00% | +66 | New |
| First United Bank Trust | 70 | $653 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 70 | $653 | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 71 | $662 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 78 | $728 | 0.00% | −1,738−95.7% | Reduced |
| Nemes Rush Group LLC | 78 | $728 | 0.00% | −99−55.9% | Reduced |
| Elevated Capital Advisors, LLC | 78 | $728 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 85 | $793 | 0.00% | +85 | New |
| Mascoma Wealth Management LLC | 92 | $858 | 0.00% | +92 | New |
| Buck Wealth Strategies, LLC | 99 | $924 | 0.00% | +99 | New |
| Peoples Financial Services Corp. | 100 | $933 | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $933 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 100 | $933 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $933 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 100 | $933 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $933 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $933 | 0.00% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 100 | $933 | 0.00% | +100 | New |
| Walsh & Associates, LLC | 100 | $934 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 101 | $942 | 0.00% | +101 | New |
| Meramec Financial Planners, LLC | 100 | $994 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 150 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 111 | $1.04K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 113 | $1.05K | 0.00% | −291−72.0% | Reduced |
| CVA Family Office, LLC | 114 | $1.06K | 0.00% | −111−49.3% | Reduced |
| Corsicana & Co. | 125 | $1.17K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 126 | $1.18K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 142 | $1.33K | 0.00% | +2+1.4% | Added |
| Pacific Center for Financial Services | 144 | $1.34K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 146 | $1.36K | 0.00% | +66+82.5% | Added |
| Hollencrest Capital Management | 147 | $1.37K | 0.00% | −3,819−96.3% | Reduced |
| Whipplewood Advisors, LLC | 147 | $1.37K | 0.00% | −429−74.5% | Reduced |
| Wall Street Access Asset Management, LLC | 148 | $1.38K | 0.00% | +74+100.0% | Added |
| Burk Holdings LLC | 155 | $1.45K | 0.00% | −120−43.6% | Reduced |
| Cassaday & Co Wealth Management LLC | 156 | $1.46K | 0.00% | −258−62.3% | Reduced |
| Ameriflex Group, Inc. | 161 | $1.50K | 0.00% | +161 | New |
| Bank & Trust Co | 163 | $1.52K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 172 | $1.60K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 190 | $1.77K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 200 | $1.87K | 0.00% | −65−24.5% | Reduced |
| Harbor Asset Planning, Inc. | 200 | $1.87K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 200 | $1.87K | 0.00% | +200 | New |
| Oakmont Advisory Group, LLC | 205 | $1.91K | 0.00% | +205 | New |
| HighMark Wealth Management LLC | 207 | $1.93K | 0.00% | −139−40.2% | Reduced |
| Godfrey Financial Associates, Inc. | 207 | $1.93K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 208 | $1.94K | 0.00% | −105−33.5% | Reduced |
| YANKCOM Partnership | 210 | $1.96K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 211 | $1.97K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 253 | $2.00K | 0.00% | +4+1.6% | Added |
| Navigoe, LLC | 233 | $2.00K | 0.00% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 250 | $2.04K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 219 | $2.04K | 0.00% | +163+291.1% | Added |
| Beacon Investment Advisory Services, Inc. | 229 | $2.14K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 230 | $2.15K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 257 | $2.40K | 0.00% | +257 | New |
| First Pacific Financial | 263 | $2.45K | 0.00% | +59+28.9% | Added |
| Kilter Group LLC | 271 | $2.53K | 0.00% | +178+191.4% | Added |
| Mosley Wealth Management | 275 | $2.57K | 0.00% | +49+21.7% | Added |
| Accordant Advisory Group Inc | 280 | $2.61K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 282 | $2.63K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 283 | $2.66K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 291 | $2.71K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 293 | $2.73K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 267 | $2.75K | 0.00% | +267 | New |
| HM Payson & Co | 300 | $2.80K | 0.00% | −2,110−87.6% | Reduced |
| WealthCollab, LLC | 300 | $2.80K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 300 | $2.80K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $2.80K | 0.00% | +300 | New |
| Trust Co | 308 | $2.87K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 316 | $2.95K | 0.00% | −1−0.3% | Reduced |
| St Germain D J Co Inc | 348 | $3.25K | 0.00% | −203−36.8% | Reduced |
| Webster Bank, N. A. | 348 | $3.25K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 355 | $3.31K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 359 | $3.35K | 0.00% | +359 | New |
| Raffa Wealth Management, LLC | 368 | $3.43K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 370 | $3.45K | 0.00% | −520−58.4% | Reduced |
| Cornerstone Financial Management LLC | 373 | $3.48K | 0.00% | +51+15.8% | Added |
| Broadwater Capital Management LLC | 375 | $3.50K | 0.00% | 00.0% | Unchanged |