| Estate Planners Group, LLC | 0 | $17 | 0.00% | 0 | New |
| Luken Investment Analytics, LLC | 1 | $228 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $456 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $456 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $456 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $456 | 0.00% | +2 | New |
| United Financial Planning Group LLC | 2 | $456 | 0.00% | +2 | New |
| Cornerstone Financial Management LLC | 2 | $456 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $457 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $520 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $684 | 0.00% | +3 | New |
| Godfrey Financial Associates, Inc. | 3 | $684 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $685 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $685 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $685 | 0.00% | +1+50.0% | Added |
| Raleigh Capital Management Inc. | 3 | $708 | 0.00% | +3 | Added |
| USA Financial Portformulas Corp | 4 | $912 | 0.00% | −3,523−99.9% | Reduced |
| Hughes Financial Services, LLC | 4 | $912 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 4 | $912 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $913 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 4 | $973 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 5 | $1.13K | 0.00% | +5 | New |
| Geneos Wealth Management Inc. | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.19K | 0.00% | +5 | New |
| Richardson Financial Services Inc. | 6 | $1.37K | 0.00% | +6 | New |
| Signature Equity Partners, LLC | 6 | $1.37K | 0.00% | +6 | New |
| McGuire Capital Advisors Inc | 6 | $1.37K | 0.00% | +6 | New |
| Financial Consulate, Inc | 6 | $1.37K | 0.00% | +6 | New |
| Aspect Partners, LLC | 7 | $1.60K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 7 | $1.60K | 0.00% | +7 | New |
| 1015 Capital Partners, LLC | 8 | $1.82K | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 8 | $1.82K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $2.05K | 0.00% | +1+12.5% | Added |
| Ares Financial Consulting, LLC | 9 | $2.05K | 0.00% | +9 | New |
| NVWM, LLC | 10 | $2.28K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 10 | $2.28K | 0.00% | −18−64.3% | Reduced |
| Wolff Wiese Magana LLC | 10 | $2.28K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 12 | $2.74K | 0.00% | −1,126−98.9% | Reduced |
| Dogwood Wealth Management LLC | 12 | $2.74K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $2.74K | 0.00% | +8+200.0% | Added |
| JNBA Financial Advisors | 12 | $2.74K | 0.00% | +12 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 13 | $2.96K | 0.00% | +13 | New |
| Intesa Sanpaolo S.p.A. | 13 | $3.01K | 0.00% | +13 | New |
| Newbridge Financial Services Group, Inc. | 15 | $3.42K | 0.00% | −1,211−98.8% | Reduced |
| Hollencrest Capital Management | 15 | $3.42K | 0.00% | +15 | New |
| Legacy Wealth Managment, LLC | 15 | $3.42K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $3.65K | 0.00% | +5+45.5% | Added |
| Fairman Group, LLC | 16 | $3.65K | 0.00% | +16 | New |
| Retirement Wealth Solutions LLC | 18 | $4.11K | 0.00% | +2+12.5% | Added |
| Darwin Advisors, LLC | 18 | $4.19K | 0.00% | −14−43.8% | Reduced |
| Davis Capital Management | 19 | $4.33K | 0.00% | +1+5.6% | Added |
| Ritter Daniher Financial Advisory LLC | 19 | $4.33K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $4.56K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 21 | $4.79K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 24 | $5.00K | 0.00% | −11−31.4% | Reduced |
| Rakuten Securities, Inc. | 23 | $5.24K | 0.00% | −8−25.8% | Reduced |
| Howard Hughes Medical Institute | 23 | $5.24K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 24 | $5.47K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 24 | $5.50K | 0.00% | +24 | New |
| Strategic Advocates LLC | 24 | $5.61K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 25 | $5.70K | 0.00% | +25 | New |
| Grove Bank & Trust | 25 | $5.70K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 56 | $6.16K | 0.00% | +56 | New |
| ORG Partners LLC | 28 | $6.38K | 0.00% | +19+211.1% | Added |
| Tidemark, LLC | 28 | $6.38K | 0.00% | +28 | New |
| Beaird Harris Wealth Management, LLC | 29 | $6.61K | 0.00% | −7−19.4% | Reduced |
| Groupe la Francaise | 29 | $6.61K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 29 | $6.63K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 30 | $6.84K | 0.00% | +2+7.1% | Added |
| Avion Wealth | 33 | $7.00K | 0.00% | +2+6.5% | Added |
| DiNuzzo Private Wealth, Inc. | 32 | $7.30K | 0.00% | −1−3.0% | Reduced |
| Kilter Group LLC | 32 | $7.30K | 0.00% | +4+14.3% | Added |
| Chilton Capital Management LLC | 33 | $7.53K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 36 | $8.21K | 0.00% | −9−20.0% | Reduced |
| Valued Wealth Advisors LLC | 36 | $8.26K | 0.00% | +6+20.0% | Added |
| Harbour Investments, Inc. | 46 | $10.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 47 | $10.7K | 0.00% | −14−23.0% | Reduced |
| Atlantic Trust, LLC | 50 | $11.4K | 0.00% | −7−12.3% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 51 | $11.6K | 0.01% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 52 | $11.9K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 50 | $12.0K | 0.00% | −2−3.8% | Reduced |
| Rossby Financial, LCC | 55 | $12.5K | 0.00% | +14+34.1% | Added |
| WealthCollab, LLC | 57 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 53 | $13.3K | 0.00% | +7+15.2% | Added |
| BankPlus Trust Department | 59 | $13.5K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 61 | $13.9K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 59 | $14.4K | 0.00% | −50−45.9% | Reduced |
| Bokf, NA | 64 | $14.6K | 0.00% | −1−1.5% | Reduced |
| Fideuram Asset Management (Ireland) dac | 99 | $15.2K | 0.00% | +99 | New |
| South State Corp. | 71 | $16.2K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 72 | $16.4K | 0.00% | +9+14.3% | Added |
| Lodestone Wealth Management LLC | 72 | $16.4K | 0.01% | +72 | New |
| Farmers & Merchants Investments Inc | 75 | $17.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 75 | $17.1K | 0.00% | +22+41.5% | Added |
| Basecamp Wealth Advisors LLC | 78 | $17.8K | 0.00% | +78 | New |
| WPG Advisers, LLC | 83 | $18.9K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 87 | $19.8K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 93 | $21.0K | 0.01% | +93 | New |
| Bullseye Investment Management, LLC | 100 | $22.8K | 0.01% | +100 | New |