| American Capital Advisory, LLC | 1 | $99 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $99 | 0.00% | +1 | New |
| Murphy & Mullick Capital Management Corp | 1 | $99 | 0.00% | +1 | New |
| Scarborough Advisors, LLC | 2 | $198 | 0.00% | −2−50.0% | Reduced |
| Nemes Rush Group LLC | 2 | $198 | 0.00% | +2 | New |
| ZRC Wealth Management, LLC | 3 | $297 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $395 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $494 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $494 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $494 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $494 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $494 | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 5 | $494 | 0.00% | +5 | New |
| Atlantic Private Wealth, LLC | 5 | $494 | 0.00% | +5 | New |
| Aventura Private Wealth, LLC | 5 | $494 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $506 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 6 | $593 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $593 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 6 | $593 | 0.00% | +6 | New |
| Clark Wealth Partners | 7 | $691 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 7 | $691 | 0.00% | +7 | New |
| TFC Financial Management | 7 | $692 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $790 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $790 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 8 | $790 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 9 | $889 | 0.00% | +1+12.5% | Added |
| 1015 Capital Partners, LLC | 9 | $889 | 0.00% | +9 | New |
| Caitlin John, LLC | 10 | $988 | 0.00% | −5−33.3% | Reduced |
| Strengthening Families & Communities, LLC | 10 | $988 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 10 | $988 | 0.00% | +1+11.1% | Added |
| WestEnd Advisors, LLC | 13 | $1.28K | 0.00% | +8+160.0% | Added |
| Greenline Wealth Management LLC | 13 | $1.32K | 0.00% | +13 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $1.48K | 0.00% | +15 | New |
| Financial Management Professionals, Inc. | 17 | $1.68K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 18 | $1.78K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 19 | $1.88K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 20 | $1.98K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 20 | $1.98K | 0.00% | +3+17.6% | Added |
| Bay Harbor Wealth Management, LLC | 21 | $2.07K | 0.00% | +8+61.5% | Added |
| Truvestments Capital LLC | 21 | $2.07K | 0.00% | +21 | New |
| Clayton Financial Group LLC | 21 | $2.08K | 0.00% | +21 | New |
| Bruce G. Allen Investments, LLC | 22 | $2.17K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 22 | $2.17K | 0.00% | +22 | New |
| Central Trust Co | 23 | $2.26K | 0.00% | +2+9.5% | Added |
| Legacy Bridge, LLC | 23 | $2.27K | 0.00% | +23 | New |
| Dunhill Financial, LLC | 23 | $2.27K | 0.00% | +6+35.3% | Added |
| Signature Equity Partners, LLC | 24 | $2.37K | 0.00% | +24 | New |
| SHP Wealth Management | 24 | $2.37K | 0.00% | +24 | New |
| Costello Asset Management, INC | 25 | $2.47K | 0.00% | +25 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $2.47K | 0.00% | +1+4.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 27 | $2.67K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $2.77K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 29 | $2.87K | 0.00% | −332−92.0% | Reduced |
| Ogorek Anthony Joseph | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 32 | $3.16K | 0.00% | +10+45.5% | Added |
| Legacy Wealth Managment, LLC | 33 | $3.26K | 0.00% | +21+175.0% | Added |
| Coastline Trust Co | 35 | $3.46K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 35 | $3.46K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 36 | $3.56K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 37 | $3.65K | 0.00% | +11+42.3% | Added |
| ORG Partners LLC | 39 | $3.85K | 0.00% | +19+95.0% | Added |
| South State Corp. | 41 | $4.05K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 42 | $4.15K | 0.00% | −8−16.0% | Reduced |
| IMA Wealth, Inc. | 44 | $4.34K | 0.00% | +41+1,366.7% | Added |
| Transamerica Financial Advisors, Inc. | 45 | $4.45K | 0.00% | +2+4.7% | Added |
| Johnson Financial Group, Inc. | 46 | $4.54K | 0.00% | −138−75.0% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 49 | $4.84K | 0.00% | −5−9.3% | Reduced |
| Meeder Asset Management Inc | 49 | $4.84K | 0.00% | −3−5.8% | Reduced |
| Harbor Investment Advisory, LLC | 49 | $4.84K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 50 | $4.94K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 50 | $4.94K | 0.00% | +50 | New |
| Marquette Asset Management, LLC | 53 | $5.24K | 0.00% | +11+26.2% | Added |
| Hartford Financial Management Inc. | 57 | $5.63K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 57 | $5.63K | 0.00% | +4+7.5% | Added |
| Networth Advisors, LLC | 70 | $6.91K | 0.01% | +70 | New |
| Winnow Wealth LLC | 76 | $7.52K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 77 | $7.61K | 0.00% | +77 | New |
| Keating Financial Advisory Services, Inc. | 77 | $7.61K | 0.00% | +77 | New |
| Acumen Wealth Advisors, LLC | 78 | $7.71K | 0.00% | +78 | New |
| Avion Wealth | 90 | $8.00K | 0.00% | −2−2.2% | Reduced |
| Gleason Group, Inc. | 81 | $8.00K | 0.00% | +81 | New |
| WealthCollab, LLC | 88 | $8.69K | 0.00% | +48+120.0% | Added |
| Blue Bell Private Wealth Management, LLC | 92 | $9.09K | 0.00% | +92 | New |
| JFS Wealth Advisors, LLC | 103 | $10.2K | 0.00% | +39+60.9% | Added |
| Golden State Wealth Management, LLC | 106 | $10.5K | 0.00% | +106 | New |
| TD Private Client Wealth LLC | 112 | $11.1K | 0.00% | +59+111.3% | Added |
| MV Capital Management, Inc. | 112 | $11.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 112 | $11.1K | 0.00% | +98+700.0% | Added |
| Bell Investment Advisors, Inc | 113 | $11.2K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 105 | $11.4K | 0.00% | +105 | New |
| Compagnie Lombard Odier SCmA | 120 | $11.9K | 0.00% | −1,000−89.3% | Reduced |
| Close Asset Management Ltd | 120 | $12.0K | 0.00% | +40+50.0% | Added |
| Quarry LP | 127 | $12.5K | 0.00% | +4+3.3% | Added |
| Quest 10 Wealth Builders, Inc. | 127 | $12.5K | 0.01% | +127 | New |
| Bokf, NA | 130 | $12.8K | 0.00% | +130 | New |
| Prestige Wealth Management Group LLC | 132 | $13.0K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 135 | $13.3K | 0.00% | +135 | New |
| Torren Management, LLC | 137 | $13.5K | 0.01% | +137 | New |
| Atlantic Trust, LLC | 141 | $13.9K | 0.00% | 00.0% | Unchanged |
| City State Bank | 147 | $14.5K | 0.00% | 00.0% | Unchanged |