| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $35 | 0.00% | −100−99.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 1 | $35 | 0.00% | −52−98.1% | Reduced |
| Hughes Financial Services, LLC | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $35 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 2 | $69 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 3 | $104 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $105 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 4 | $138 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 4 | $139 | 0.00% | +1+33.3% | Added |
| Activest Wealth Management | 5 | $173 | 0.00% | −24−82.8% | Reduced |
| Distillate Capital Partners LLC | 5 | $173 | 0.00% | +5 | New |
| SHP Wealth Management | 5 | $173 | 0.00% | +5 | New |
| LRI Investments, LLC | 5 | $173 | 0.00% | +5 | New |
| Kerr Financial Planning Corp | 6 | $208 | 0.00% | +1+20.0% | Added |
| HFM Investment Advisors, LLC | 6 | $208 | 0.00% | +2+50.0% | Added |
| American Capital Advisory, LLC | 6 | $208 | 0.00% | +6 | New |
| Trust Co | 7 | $242 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 9 | $311 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 10 | $345 | 0.00% | −6−37.5% | Reduced |
| Harbour Investments, Inc. | 10 | $345 | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $346 | 0.00% | −5−33.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 12 | $414 | 0.00% | −1,065−98.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 12 | $414 | 0.00% | −8−40.0% | Reduced |
| Planning Strategies Inc. | 12 | $414 | 0.00% | +12 | New |
| Kilter Group LLC | 13 | $449 | 0.00% | +13 | New |
| SWAN Capital LLC | 15 | $518 | 0.00% | +15 | New |
| Rialto Wealth Management, LLC | 16 | $553 | 0.00% | −3−15.8% | Reduced |
| Huntington National Bank | 19 | $657 | 0.00% | +18+1,800.0% | Added |
| Creative Capital Management Investments LLC | 20 | $691 | 0.00% | +20 | New |
| First Command Advisory Services, Inc. | 20 | $694 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $729 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 22 | $760 | 0.00% | −7,086−99.7% | Reduced |
| Sachetta, LLC | 23 | $795 | 0.00% | −40−63.5% | Reduced |
| Larson Financial Group LLC | 24 | $838 | 0.00% | −281−92.1% | Reduced |
| Fortitude Family Office, LLC | 25 | $863 | 0.00% | −23−47.9% | Reduced |
| Dunhill Financial, LLC | 25 | $863 | 0.00% | −2−7.4% | Reduced |
| Ares Financial Consulting, LLC | 27 | $932 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 29 | $978 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 30 | $1.04K | 0.00% | −60−66.7% | Reduced |
| Geneos Wealth Management Inc. | 30 | $1.04K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 30 | $1.04K | 0.00% | +30 | New |
| Cromwell Holdings LLC | 32 | $1.11K | 0.00% | +16+100.0% | Added |
| Zions Bancorporation, National Association | 33 | $1.14K | 0.00% | +21+175.0% | Added |
| Action Point Financial Planning, LLC | 41 | $1.31K | 0.00% | +41 | New |
| Aventura Private Wealth, LLC | 39 | $1.35K | 0.00% | −5−11.4% | Reduced |
| JFS Wealth Advisors, LLC | 39 | $1.35K | 0.00% | −11−22.0% | Reduced |
| CVA Family Office, LLC | 40 | $1.38K | 0.00% | −88−68.8% | Reduced |
| Private Trust Co NA | 45 | $1.55K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 48 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 67 | $2.31K | 0.00% | +55+458.3% | Added |
| Fulcrum Asset Management LLP | 74 | $2.50K | 0.00% | +74 | New |
| MidFirst Bank | 76 | $2.62K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 82 | $2.83K | 0.00% | +82 | New |
| TD Private Client Wealth LLC | 87 | $3.00K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 88 | $3.05K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 90 | $3.11K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 102 | $3.52K | 0.00% | +91+827.3% | Added |
| Assetmark, Inc | 104 | $3.59K | 0.00% | +17+19.5% | Added |
| Addison Advisors LLC | 105 | $3.63K | 0.00% | +93+775.0% | Added |
| Massmutual Trust Co FSB | 114 | $3.94K | 0.00% | +67+142.6% | Added |
| American National Bank | 116 | $4.00K | 0.00% | −12−9.4% | Reduced |
| Farmers & Merchants Investments Inc | 116 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 118 | $4.08K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 120 | $4.14K | 0.00% | +120 | New |
| SBI Securities Co., Ltd. | 135 | $4.66K | 0.00% | +9+7.1% | Added |
| CX Institutional | 191 | $7.00K | 0.00% | +1+0.5% | Added |
| CoreCap Advisors, LLC | 212 | $7.32K | 0.00% | +41+24.0% | Added |
| Acumen Wealth Advisors, LLC | 233 | $8.08K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 240 | $8.29K | 0.00% | +240 | New |
| Parkside Financial Bank & Trust | 243 | $8.39K | 0.00% | −1,621−87.0% | Reduced |
| AdvisorNet Financial, Inc | 244 | $8.43K | 0.00% | −12−4.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 260 | $8.98K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 274 | $9.46K | 0.00% | +112+69.1% | Added |
| Clear Street Markets LLC | 300 | $10.4K | 0.00% | +300 | New |
| Capital Advisors, Ltd. LLC | 370 | $13.0K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 393 | $13.6K | 0.00% | +3+0.8% | Added |
| Cornerstone Planning Group LLC | 435 | $15.5K | 0.00% | −4−0.9% | Reduced |
| Ronald Blue Trust, Inc. | 465 | $16.1K | 0.00% | −1,029−68.9% | Reduced |
| Quarry LP | 476 | $16.4K | 0.00% | −5,463−92.0% | Reduced |
| Centerpoint Advisors, LLC | 478 | $17.0K | 0.00% | −1−0.2% | Reduced |
| First Horizon Corp | 634 | $21.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 652 | $22.5K | 0.00% | −1,690−72.2% | Reduced |
| Signaturefd, LLC | 743 | $25.7K | 0.00% | −62−7.7% | Reduced |
| Nomura Asset Management Co Ltd | 760 | $26.2K | 0.00% | −1,220−61.6% | Reduced |
| Allworth Financial LP | 789 | $27.2K | 0.00% | +391+98.2% | Added |
| GWM Advisors LLC | 794 | $27.4K | 0.00% | +4+0.5% | Added |
| Essential Partners LLC | 802 | $27.7K | 0.01% | +802 | New |
| Anchor Investment Management, LLC | 825 | $28.5K | 0.00% | −450−35.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 955 | $33.0K | 0.00% | +728+320.7% | Added |
| Versant Capital Management, Inc | 989 | $34.1K | 0.00% | −912−48.0% | Reduced |
| Eastern Bank | 1,000 | $34.5K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,059 | $36.5K | 0.00% | +396+59.7% | Added |
| Institute for Wealth Management, LLC. | 1,150 | $39.7K | 0.00% | +1,150 | New |
| SRS Capital Advisors, Inc. | 1,159 | $40.0K | 0.00% | −450−28.0% | Reduced |
| Umb Bank N A | 1,351 | $46.6K | 0.00% | −831−38.1% | Reduced |
| Parallel Advisors, LLC | 1,407 | $48.6K | 0.00% | +2+0.1% | Added |
| Eurizon Capital SGR S.p.A. | 1,800 | $60.7K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 1,862 | $64.6K | 0.00% | 00.0% | Unchanged |
