| American Capital Advisory, LLC | 1 | $85 | 0.00% | +1 | New |
| Palisade Asset Management, LLC | 2 | $170 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 3 | $254 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 3 | $255 | 0.00% | +3 | New |
| Scarborough Advisors, LLC | 4 | $339 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $424 | 0.00% | −2−28.6% | Reduced |
| NVWM, LLC | 5 | $424 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $424 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $425 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $425 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 5 | $425 | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $425 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $463 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $509 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 6 | $509 | 0.00% | +6 | New |
| TFC Financial Management | 7 | $594 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $678 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $678 | 0.00% | +1+14.3% | Added |
| Clark Wealth Partners | 7 | $691 | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 9 | $764 | 0.00% | +9 | New |
| Strengthening Families & Communities, LLC | 10 | $848 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $848 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 10 | $848 | 0.00% | +10 | New |
| Legacy Wealth Managment, LLC | 12 | $1.02K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 12 | $1.04K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 13 | $1.10K | 0.00% | +3+30.0% | Added |
| Texas Capital Bancshares Inc | 13 | $1.10K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 14 | $1.19K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 15 | $1.27K | 0.00% | +15 | New |
| Rialto Wealth Management, LLC | 17 | $1.44K | 0.00% | +4+30.8% | Added |
| Financial Management Professionals, Inc. | 17 | $1.44K | 0.00% | +17 | New |
| Dunhill Financial, LLC | 17 | $1.46K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 20 | $1.69K | 0.00% | +2+11.1% | Added |
| Raffa Wealth Management, LLC | 20 | $1.70K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 21 | $1.78K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 21 | $1.78K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $1.87K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 22 | $1.87K | 0.00% | +6+37.5% | Added |
| Ogorek Anthony Joseph | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 29 | $2.00K | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $2.03K | 0.00% | +1+4.3% | Added |
| Sunbelt Securities, Inc. | 26 | $2.21K | 0.00% | −374−93.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 26 | $2.21K | 0.00% | +26 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 27 | $2.29K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $2.38K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 35 | $2.97K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 35 | $2.97K | 0.00% | +35 | New |
| Abound Wealth Management | 36 | $3.05K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 37 | $3.14K | 0.00% | +37 | New |
| Groupe la Francaise | 45 | $3.21K | 0.00% | +45 | New |
| WealthCollab, LLC | 40 | $3.39K | 0.00% | +11+37.9% | Added |
| South State Corp. | 41 | $3.48K | 0.00% | −54−56.8% | Reduced |
| Marquette Asset Management, LLC | 42 | $3.56K | 0.00% | +42 | New |
| Transamerica Financial Advisors, Inc. | 43 | $3.65K | 0.00% | +43 | New |
| Harbor Investment Advisory, LLC | 49 | $4.16K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 50 | $4.24K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 50 | $4.24K | 0.00% | +50 | New |
| Meeder Asset Management Inc | 52 | $4.41K | 0.00% | −7,535−99.3% | Reduced |
| Fortitude Family Office, LLC | 53 | $4.50K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 53 | $4.50K | 0.00% | +16+43.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 54 | $4.58K | 0.00% | +54 | New |
| Hartford Financial Management Inc. | 57 | $4.83K | 0.00% | +22+62.9% | Added |
| Activest Wealth Management | 59 | $5.00K | 0.00% | +2+3.5% | Added |
| JFS Wealth Advisors, LLC | 64 | $5.43K | 0.00% | +37+137.0% | Added |
| Winnow Wealth LLC | 76 | $6.46K | 0.01% | +76 | New |
| Avion Wealth | 92 | $7.00K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 87 | $7.38K | 0.00% | −12,821−99.3% | Reduced |
| Quantbot Technologies LP | 95 | $8.06K | 0.00% | −1,002−91.3% | Reduced |
| Capital Advisors, Ltd. LLC | 106 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 112 | $9.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 113 | $9.58K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 120 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 123 | $10.4K | 0.00% | +123 | New |
| Hemington Wealth Management | 132 | $11.0K | 0.00% | +28+26.9% | Added |
| Prestige Wealth Management Group LLC | 132 | $11.2K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 133 | $11.3K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 137 | $11.6K | 0.00% | +5+3.8% | Added |
| Atlantic Trust, LLC | 141 | $12.0K | 0.00% | −40−22.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 146 | $12.4K | 0.00% | 00.0% | Unchanged |
| City State Bank | 147 | $12.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 160 | $13.6K | 0.00% | −5−3.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 173 | $14.7K | 0.01% | +173 | New |
| Fourth Dimension Wealth, LLC | 180 | $15.3K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 183 | $15.5K | 0.00% | −97−34.6% | Reduced |
| Binnacle Investments Inc | 183 | $15.5K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 184 | $15.6K | 0.00% | +50+37.3% | Added |
| Salomon & Ludwin, LLC | 183 | $15.9K | 0.00% | +86+88.7% | Added |
| Crowley Wealth Management, Inc. | 200 | $17.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 216 | $18.0K | 0.00% | −36−14.3% | Reduced |
| Raiffeisen Bank International AG | 221 | $18.5K | 0.00% | −279−55.8% | Reduced |
| Rise Advisors, LLC | 224 | $19.0K | 0.01% | +13+6.2% | Added |
| Private Wealth Management Group, LLC | 225 | $19.1K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 253 | $21.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 253 | $21.5K | 0.00% | +250+8,333.3% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 254 | $21.5K | 0.01% | +254 | New |
| Westside Investment Management, Inc. | 254 | $22.0K | 0.00% | +127+100.0% | Added |
| Clear Street Markets LLC | 283 | $24.0K | 0.01% | +174+159.6% | Added |
| Umb Bank N A | 306 | $26.0K | 0.00% | +49+19.1% | Added |