| Navigoe, LLC | 10 | $0 | 0.00% | +10 | New |
| Alerus Financial NA | 1 | $82 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 2 | $164 | 0.00% | −12−85.7% | Reduced |
| IMA Wealth, Inc. | 2 | $164 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $164 | 0.00% | +2 | New |
| Lummis Asset Management, LP | 2 | $164 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 4 | $328 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 4 | $328 | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 4 | $328 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 4 | $329 | 0.00% | −201−98.0% | Reduced |
| NVWM, LLC | 5 | $410 | 0.00% | −7−58.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 5 | $410 | 0.00% | −4−44.4% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 5 | $410 | 0.00% | +5 | New |
| Oakmont Advisory Group, LLC | 5 | $410 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $492 | 0.00% | −8−57.1% | Reduced |
| Trust Co | 6 | $492 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 7 | $574 | 0.00% | +7 | New |
| Motco | 8 | $656 | 0.00% | +8 | New |
| BOK Financial Private Wealth, Inc. | 8 | $656 | 0.00% | +8 | New |
| Richardson Financial Services Inc. | 9 | $738 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $738 | 0.00% | +9 | New |
| American Capital Advisory, LLC | 10 | $820 | 0.00% | −14−58.3% | Reduced |
| United Financial Planning Group LLC | 10 | $820 | 0.00% | −4−28.6% | Reduced |
| Atwood & Palmer Inc | 10 | $820 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 10 | $820 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 11 | $890 | 0.00% | +5+83.3% | Added |
| Downshift Financial, LLC | 11 | $902 | 0.00% | +11 | New |
| 1015 Capital Partners, LLC | 12 | $984 | 0.00% | −38−76.0% | Reduced |
| First Command Advisory Services, Inc. | 12 | $984 | 0.00% | −9−42.9% | Reduced |
| Activest Wealth Management | 13 | $1.07K | 0.00% | +7+116.7% | Added |
| Abound Wealth Management | 13 | $1.09K | 0.00% | −61−82.4% | Reduced |
| Quaker Wealth Management, LLC | 14 | $1.15K | 0.00% | +2+16.7% | Added |
| True Wealth Design, LLC | 15 | $1.23K | 0.00% | −1−6.3% | Reduced |
| Planning Strategies Inc. | 15 | $1.23K | 0.00% | +15 | New |
| Bare Financial Services, Inc | 17 | $1.39K | 0.00% | −5−22.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 17 | $1.39K | 0.00% | +2+13.3% | Added |
| Brown, Lisle/Cummings, Inc. | 19 | $1.56K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 19 | $1.56K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 19 | $1.56K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 19 | $1.56K | 0.00% | +19 | New |
| Silicon Valley Capital Partners | 19 | $1.56K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $1.64K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 20 | $1.64K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 20 | $1.64K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $1.64K | 0.00% | +11+122.2% | Added |
| RMG Wealth Management LLC | 20 | $1.70K | 0.00% | −31−60.8% | Reduced |
| Rakuten Securities, Inc. | 21 | $1.72K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 22 | $1.80K | 0.00% | −19−46.3% | Reduced |
| Wolff Wiese Magana LLC | 23 | $1.89K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 23 | $1.89K | 0.00% | +11+91.7% | Added |
| Ogorek Anthony Joseph | 28 | $2.00K | 0.00% | −29−50.9% | Reduced |
| Penserra Capital Management LLC | 33 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 25 | $2.05K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 29 | $2.38K | 0.00% | −46−61.3% | Reduced |
| Albion Financial Group | 30 | $2.46K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 30 | $2.46K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 30 | $2.46K | 0.00% | +30 | New |
| Burk Holdings LLC | 31 | $2.54K | 0.00% | −19−38.0% | Reduced |
| Rialto Wealth Management, LLC | 35 | $2.87K | 0.00% | +12+52.2% | Added |
| Prestige Wealth Management Group LLC | 35 | $2.87K | 0.00% | +14+66.7% | Added |
| LifeSteps Financial, Inc. | 35 | $2.87K | 0.00% | +35 | New |
| Kerr Financial Planning Corp | 36 | $2.88K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 36 | $2.95K | 0.00% | +8+28.6% | Added |
| Phillip James Consulting Co. | 36 | $2.95K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 37 | $3.03K | 0.00% | −40−51.9% | Reduced |
| Creative Capital Management Investments LLC | 37 | $3.03K | 0.00% | +37 | New |
| Buck Wealth Strategies, LLC | 37 | $3.03K | 0.00% | +37 | New |
| DiNuzzo Private Wealth, Inc. | 38 | $3.12K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 38 | $3.21K | 0.00% | +38 | New |
| Quarry LP | 40 | $3.28K | 0.00% | +40 | New |
| SHP Wealth Management | 41 | $3.36K | 0.00% | −1−2.4% | Reduced |
| Financial Gravity Companies, Inc. | 41 | $3.36K | 0.00% | +41 | New |
| UMA Financial Services, Inc. | 43 | $3.53K | 0.00% | −182−80.9% | Reduced |
| Wilkerson Advisory Group LLC | 44 | $3.61K | 0.00% | −113−72.0% | Reduced |
| Kozak & Associates, Inc. | 46 | $3.72K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 46 | $3.77K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 46 | $3.77K | 0.00% | +2+4.5% | Added |
| Tidemark, LLC | 47 | $3.85K | 0.00% | −4−7.8% | Reduced |
| Bogart Wealth, LLC | 47 | $3.85K | 0.00% | +37+370.0% | Added |
| Y.D. More Investments Ltd | 14,260 | $3.93K | 0.00% | +747+5.5% | Added |
| Avion Wealth | 59 | $4.00K | 0.00% | −37−38.5% | Reduced |
| Coston, McIsaac & Partners | 53 | $4.00K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 53 | $4.38K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 55 | $4.51K | 0.00% | +6+12.2% | Added |
| Dunhill Financial, LLC | 56 | $4.66K | 0.00% | +7+14.3% | Added |
| 1620 Investment Advisors, Inc. | 60 | $4.92K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 60 | $4.92K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 61 | $5.00K | 0.00% | −29−32.2% | Reduced |
| Barrett & Company, Inc. | 62 | $5.08K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 62 | $5.08K | 0.00% | −80−56.3% | Reduced |
| Financial Management Professionals, Inc. | 63 | $5.17K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 64 | $5.25K | 0.00% | +13+25.5% | Added |
| Delta Asset Management LLC | 65 | $5.33K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 66 | $5.41K | 0.00% | −1−1.5% | Reduced |
| Caitlin John, LLC | 66 | $5.41K | 0.00% | +66 | New |
| Halbert Hargrove Global Advisors, LLC | 67 | $5.49K | 0.00% | +3+4.7% | Added |
| IFG Advisory, LLC | 70 | $5.77K | 0.00% | +70 | New |
| HighMark Wealth Management LLC | 73 | $5.99K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 79 | $6.48K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 79 | $6.48K | 0.00% | 00.0% | Unchanged |