| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $74 | 0.00% | −1−50.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $74 | 0.00% | +1 | New |
| Napier Financial, LLC | 1 | $74 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 2 | $147 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $221 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $222 | 0.00% | +2+200.0% | Added |
| AdvisorNet Financial, Inc | 4 | $295 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $295 | 0.00% | +4 | New |
| United Community Bank | 5 | $369 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 5 | $369 | 0.00% | +5 | New |
| MidFirst Bank | 6 | $442 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $442 | 0.00% | +6 | New |
| Clayton Financial Group LLC | 6 | $443 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $483 | 0.00% | −1−14.3% | Reduced |
| HFM Investment Advisors, LLC | 9 | $663 | 0.00% | +1+12.5% | Added |
| Vermillion Wealth Management, Inc. | 9 | $663 | 0.00% | +9 | New |
| Burk Holdings LLC | 9 | $663 | 0.00% | +9 | New |
| WealthCollab, LLC | 11 | $811 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 11 | $811 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 12 | $884 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 13 | $958 | 0.00% | +13 | New |
| MV Capital Management, Inc. | 15 | $1.11K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $1.11K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $1.11K | 0.00% | +3+25.0% | Added |
| Clear Street Markets LLC | 16 | $1.18K | 0.00% | −132−89.2% | Reduced |
| Golden State Equity Partners | 16 | $1.18K | 0.00% | +16 | New |
| Bruce G. Allen Investments, LLC | 17 | $1.25K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 17 | $1.25K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $1.25K | 0.00% | +4+30.8% | Added |
| SJS Investment Consulting Inc. | 18 | $1.33K | 0.00% | +6+50.0% | Added |
| Marquette Asset Management, LLC | 19 | $1.40K | 0.00% | +19 | New |
| Bay Harbor Wealth Management, LLC | 21 | $1.55K | 0.00% | +7+50.0% | Added |
| True Wealth Design, LLC | 21 | $1.55K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 21 | $1.55K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 21 | $1.55K | 0.00% | +3+16.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 21 | $1.55K | 0.00% | +21 | New |
| Cherry Tree Wealth Management, LLC | 22 | $1.62K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 24 | $1.77K | 0.00% | −38−61.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 24 | $1.77K | 0.00% | −1−4.0% | Reduced |
| Merkkuri Wealth Advisors LLC | 26 | $1.90K | 0.00% | +26 | New |
| Torren Management, LLC | 26 | $1.92K | 0.00% | −247−90.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 26 | $1.92K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 28 | $2.06K | 0.00% | +1+3.7% | Added |
| United Financial Planning Group LLC | 28 | $2.06K | 0.00% | +28 | New |
| Signature Equity Partners, LLC | 30 | $2.21K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 30 | $2.21K | 0.00% | +9+42.9% | Added |
| Whittier Trust Co of Nevada Inc | 30 | $2.25K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 31 | $2.29K | 0.00% | −443−93.5% | Reduced |
| GWM Advisors LLC | 32 | $2.36K | 0.00% | +5+18.5% | Added |
| Whipplewood Advisors, LLC | 33 | $2.43K | 0.00% | +33 | New |
| SBI Securities Co., Ltd. | 34 | $2.51K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 39 | $2.87K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 35 | $3.00K | 0.00% | +2+6.1% | Added |
| Spire Wealth Management | 46 | $3.41K | 0.00% | −343−88.2% | Reduced |
| Intentional Wealth Strategies, LLC | 47 | $3.46K | 0.00% | +47 | New |
| Harbor Investment Advisory, LLC | 48 | $3.54K | 0.00% | −31−39.2% | Reduced |
| Mechanics Financial Corp | 49 | $3.61K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 54 | $3.98K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 54 | $3.98K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 54 | $3.98K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 55 | $4.05K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 57 | $4.20K | 0.00% | +3+5.6% | Added |
| Princeton Global Asset Management LLC | 58 | $4.28K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 61 | $4.46K | 0.00% | +35+134.6% | Added |
| Aventura Private Wealth, LLC | 65 | $4.79K | 0.00% | +65 | New |
| Millstone Evans Group, LLC | 67 | $4.94K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 67 | $4.94K | 0.00% | +4+6.3% | Added |
| Ogorek Anthony Joseph | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 69 | $5.09K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 70 | $5.16K | 0.00% | +30+75.0% | Added |
| Rothschild Investment LLC | 70 | $5.16K | 0.00% | +32+84.2% | Added |
| Aspect Partners, LLC | 71 | $5.23K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 71 | $5.24K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 80 | $5.90K | 0.00% | +80 | New |
| Private Wealth Management Group, LLC | 82 | $6.04K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 88 | $6.49K | 0.00% | −49−35.8% | Reduced |
| JFS Wealth Advisors, LLC | 90 | $6.63K | 0.00% | +4+4.7% | Added |
| Fortitude Family Office, LLC | 91 | $6.71K | 0.00% | +43+89.6% | Added |
| Transamerica Financial Advisors, Inc. | 94 | $6.93K | 0.00% | +50+113.6% | Added |
| Costello Asset Management, INC | 100 | $7.37K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 100 | $7.37K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 107 | $7.89K | 0.00% | −100−48.3% | Reduced |
| Advisory Services Network, LLC | 111 | $8.18K | 0.00% | +111 | New |
| HM Payson & Co | 114 | $8.40K | 0.00% | −275−70.7% | Reduced |
| Manchester Capital Management LLC | 129 | $9.51K | 0.00% | −3−2.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 133 | $9.80K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 145 | $10.7K | 0.00% | +145 | New |
| North Star Investment Management Corp. | 147 | $10.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 148 | $10.9K | 0.00% | +3+2.1% | Added |
| Assetmark, Inc | 156 | $11.5K | 0.00% | +8+5.4% | Added |
| Johnson Financial Group, Inc. | 158 | $11.6K | 0.00% | −299−65.4% | Reduced |
| Larson Financial Group LLC | 159 | $11.7K | 0.00% | +9+6.0% | Added |
| Hamrick Investment Counsel, llc | 170 | $12.5K | 0.01% | 00.0% | Unchanged |
| Beacon Financial Strategies CORP | 175 | $12.9K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 180 | $13.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 190 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 200 | $14.6K | 0.00% | 00.0% | Unchanged |