| Avion Wealth | 8 | $0 | 0.00% | −3−27.3% | Reduced |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| SOA Wealth Advisors, LLC. | 1 | $73 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $146 | 0.00% | +2 | New |
| LGT Financial Advisors LLC | 2 | $146 | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $147 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 4 | $360 | 0.00% | −28−87.5% | Reduced |
| Parkworth Wealth Management, Inc. | 5 | $365 | 0.00% | +1+25.0% | Added |
| Mount Yale Investment Advisors, LLC | 5 | $365 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $438 | 0.00% | +1+20.0% | Added |
| Rossby Financial, LCC | 6 | $438 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 7 | $511 | 0.00% | +4+133.3% | Added |
| Kilter Group LLC | 7 | $512 | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 8 | $519 | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 8 | $531 | 0.00% | +1+14.3% | Added |
| Rise Advisors, LLC | 8 | $584 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $584 | 0.00% | +5+166.7% | Added |
| AdvisorNet Financial, Inc | 8 | $584 | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 8 | $584 | 0.00% | +8 | New |
| Rothschild Investment LLC | 10 | $731 | 0.00% | −30−75.0% | Reduced |
| WealthCollab, LLC | 11 | $804 | 0.00% | −29−72.5% | Reduced |
| SJS Investment Consulting Inc. | 11 | $804 | 0.00% | −10−47.6% | Reduced |
| Grove Bank & Trust | 11 | $804 | 0.00% | +11 | New |
| Stephens Consulting, LLC | 11 | $804 | 0.00% | +11 | New |
| ORG Partners LLC | 12 | $893 | 0.00% | +12 | New |
| Sierra Ocean, LLC | 13 | $950 | 0.00% | −52−80.0% | Reduced |
| Rialto Wealth Management, LLC | 14 | $1.02K | 0.00% | +14 | New |
| WealthTrak Capital Management LLC | 15 | $1.10K | 0.00% | +10+200.0% | Added |
| Private Trust Co NA | 16 | $1.17K | 0.00% | +4+33.3% | Added |
| Longfellow Investment Management Co LLC | 16 | $1.17K | 0.00% | +8+100.0% | Added |
| JFS Wealth Advisors, LLC | 18 | $1.31K | 0.00% | −77−81.1% | Reduced |
| Raffa Wealth Management, LLC | 18 | $1.31K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 20 | $1.35K | 0.00% | +20 | New |
| Clark Wealth Partners | 20 | $1.46K | 0.00% | +20 | New |
| Bruce G. Allen Investments, LLC | 21 | $1.53K | 0.00% | −16−43.2% | Reduced |
| MV Capital Management, Inc. | 21 | $1.53K | 0.00% | +9+75.0% | Added |
| Cherry Tree Wealth Management, LLC | 22 | $1.61K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 24 | $1.75K | 0.00% | +24 | New |
| Assetmark, Inc | 25 | $1.83K | 0.00% | −6,175−99.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 26 | $1.90K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 26 | $1.90K | 0.00% | +26 | New |
| DiNuzzo Private Wealth, Inc. | 26 | $1.90K | 0.00% | +4+18.2% | Added |
| GW&K Investment Management, LLC | 24 | $2.00K | 0.00% | −2−7.7% | Reduced |
| South Plains Financial, Inc. | 28 | $2.04K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 29 | $2.12K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 29 | $2.12K | 0.00% | −69−70.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 30 | $2.19K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 30 | $2.19K | 0.00% | −4−11.8% | Reduced |
| Harbor Investment Advisory, LLC | 31 | $2.27K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 33 | $2.41K | 0.00% | −32−49.2% | Reduced |
| South State Corp. | 33 | $2.41K | 0.00% | +11+50.0% | Added |
| WPG Advisers, LLC | 33 | $2.41K | 0.00% | +26+371.4% | Added |
| SBI Securities Co., Ltd. | 34 | $2.48K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 34 | $2.48K | 0.00% | +34 | New |
| Fortitude Family Office, LLC | 38 | $2.78K | 0.00% | +27+245.5% | Added |
| Pinnacle Bancorp, Inc. | 40 | $2.92K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 41 | $3.00K | 0.00% | +41 | New |
| First Pacific Financial | 42 | $3.07K | 0.00% | +42 | New |
| Prestige Wealth Management Group LLC | 46 | $3.36K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 48 | $3.51K | 0.00% | +48 | New |
| True Wealth Design, LLC | 50 | $3.65K | 0.00% | −38−43.2% | Reduced |
| Abound Wealth Management | 50 | $3.65K | 0.00% | +42+525.0% | Added |
| Sachetta, LLC | 54 | $3.94K | 0.00% | −17−23.9% | Reduced |
| Creative Financial Designs Inc | 54 | $3.94K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 58 | $4.24K | 0.00% | +58 | New |
| Asset Dedication, LLC | 61 | $4.46K | 0.00% | +61 | New |
| Delta Asset Management LLC | 62 | $4.53K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 64 | $4.67K | 0.00% | −31−32.6% | Reduced |
| Manchester Capital Management LLC | 71 | $5.19K | 0.00% | +2+2.9% | Added |
| Clear Street Markets LLC | 82 | $5.99K | 0.00% | −918−91.8% | Reduced |
| Private Wealth Management Group, LLC | 82 | $5.99K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 84 | $6.14K | 0.00% | +1+1.2% | Added |
| Mechanics Financial Corp | 98 | $7.16K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $7.30K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 100 | $7.30K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 109 | $7.96K | 0.00% | +35+47.3% | Added |
| Umb Bank N A | 113 | $8.25K | 0.00% | −953−89.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 113 | $8.26K | 0.00% | +113 | New |
| Cary Street Partner Investment Advisory LLC | 135 | $9.86K | 0.00% | +95+237.5% | Added |
| Glass Jacobson Investment Advisors llc | 136 | $9.94K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 165 | $12.1K | 0.00% | +29+21.3% | Added |
| Ancora Advisors, LLC | 170 | $12.4K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 180 | $13.1K | 0.00% | −200−52.6% | Reduced |
| Washington Trust Advisors, Inc. | 190 | $13.9K | 0.00% | +190 | New |
| Hantz Financial Services, Inc. | 185 | $14.0K | 0.00% | +143+340.5% | Added |
| Leonteq Securities AG | 195 | $14.2K | 0.00% | +195 | New |
| Sound Income Strategies, LLC | 200 | $14.6K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 200 | $14.6K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 207 | $15.1K | 0.00% | +7+3.5% | Added |
| North Star Investment Management Corp. | 221 | $16.1K | 0.00% | +32+16.9% | Added |
| Cromwell Holdings LLC | 229 | $16.7K | 0.01% | +44+23.8% | Added |
| Hemington Wealth Management | 259 | $18.0K | 0.00% | −8−3.0% | Reduced |
| First Horizon Advisors, Inc. | 281 | $20.5K | 0.00% | +33+13.3% | Added |
| Caldwell Sutter Capital, Inc. | 300 | $21.9K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 309 | $22.6K | 0.00% | +253+451.8% | Added |
| EverSource Wealth Advisors, LLC | 311 | $22.7K | 0.00% | −15−4.6% | Reduced |
| SRS Capital Advisors, Inc. | 322 | $23.5K | 0.00% | −120−27.1% | Reduced |
| Onefund, LLC | 344 | $25.0K | 0.02% | +344 | New |
| MUFG Securities EMEA plc | 367 | $26.8K | 0.00% | +367 | New |