| IMG Wealth Management, Inc. | 1 | $153 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 2 | $306 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $306 | 0.00% | +2 | New |
| Highline Wealth Partners LLC | 3 | $459 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $459 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 3 | $459 | 0.00% | +3 | New |
| West Paces Advisors Inc. | 3 | $459 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $459 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $459 | 0.00% | +3 | New |
| Investors Portfolio Services LLC | 4 | $612 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $612 | 0.00% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 5 | $764 | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 5 | $765 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $765 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $918 | 0.00% | +2+50.0% | Added |
| Raffa Wealth Management, LLC | 6 | $918 | 0.00% | +6 | New |
| Spire Wealth Management | 8 | $1.22K | 0.00% | +1+14.3% | Added |
| American Capital Advisory, LLC | 8 | $1.22K | 0.00% | +2+33.3% | Added |
| True Wealth Design, LLC | 8 | $1.22K | 0.00% | +8 | New |
| Synergy Investment Management, LLC | 11 | $1.24K | 0.00% | +11 | New |
| Dunhill Financial, LLC | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| American National Bank | 9 | $1.37K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 9 | $1.38K | 0.00% | −3−25.0% | Reduced |
| Quaker Wealth Management, LLC | 9 | $1.38K | 0.00% | +1+12.5% | Added |
| Whittier Trust Co | 11 | $1.51K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 11 | $1.68K | 0.00% | −13−54.2% | Reduced |
| Planning Strategies Inc. | 11 | $1.68K | 0.00% | +11 | New |
| Manchester Capital Management LLC | 12 | $1.84K | 0.00% | −3−20.0% | Reduced |
| International Assets Investment Management, LLC | 13 | $1.90K | 0.00% | +9+225.0% | Added |
| Transamerica Financial Advisors, Inc. | 13 | $1.99K | 0.00% | +1+8.3% | Added |
| Principia Wealth Advisory, LLC | 14 | $2.14K | 0.00% | +6+75.0% | Added |
| Atlantic Trust, LLC | 14 | $2.14K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $2.14K | 0.00% | +14 | New |
| MV Capital Management, Inc. | 16 | $2.45K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 17 | $2.60K | 0.00% | +5+41.7% | Added |
| Bare Financial Services, Inc | 17 | $2.60K | 0.00% | +5+41.7% | Added |
| Cornerstone Planning Group LLC | 19 | $2.61K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 18 | $2.75K | 0.00% | +18 | New |
| Creative Financial Designs Inc | 19 | $2.91K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 19 | $2.91K | 0.00% | +4+26.7% | Added |
| Atlas Capital Advisors LLC | 20 | $3.06K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 20 | $3.06K | 0.00% | +20 | New |
| Montag A & Associates Inc | 20 | $3.12K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 22 | $3.37K | 0.00% | +9+69.2% | Added |
| Private Wealth Management Group, LLC | 23 | $3.52K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 26 | $3.98K | 0.00% | +2+8.3% | Added |
| Park Place Capital Corp | 27 | $4.13K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 27 | $4.13K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 29 | $4.44K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 29 | $4.44K | 0.00% | +11+61.1% | Added |
| Manning & Napier Advisors LLC | 31 | $4.55K | 0.00% | +31 | New |
| Keating Financial Advisory Services, Inc. | 31 | $4.74K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 33 | $5.05K | 0.00% | −19−36.5% | Reduced |
| North Star Investment Management Corp. | 34 | $5.20K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $5.20K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 36 | $5.51K | 0.00% | +8+28.6% | Added |
| High Note Wealth, LLC | 37 | $5.66K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 43 | $6.00K | 0.00% | +7+19.4% | Added |
| Salem Investment Counselors Inc | 40 | $6.12K | 0.00% | +40 | New |
| LRI Investments, LLC | 42 | $6.42K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 43 | $6.58K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 45 | $6.88K | 0.00% | +45 | New |
| Wolff Wiese Magana LLC | 46 | $7.04K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 49 | $7.50K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 50 | $7.65K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 53 | $7.75K | 0.00% | −20−27.4% | Reduced |
| Bogart Wealth, LLC | 53 | $8.11K | 0.00% | +9+20.5% | Added |
| Action Point Financial Planning, LLC | 56 | $8.41K | 0.00% | +56 | New |
| Richardson Capital Management LLC | 55 | $8.41K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 55 | $8.41K | 0.00% | +55 | New |
| Colonial Trust Advisors | 66 | $10.1K | 0.00% | +66 | New |
| Key Financial Inc | 67 | $10.2K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 69 | $10.6K | 0.00% | +69 | New |
| Concord Wealth Partners | 71 | $10.9K | 0.00% | +71 | New |
| Bell Investment Advisors, Inc | 75 | $11.5K | 0.00% | +6+8.7% | Added |
| Whittier Trust Co of Nevada Inc | 91 | $11.9K | 0.00% | −26−22.2% | Reduced |
| Signature Equity Partners, LLC | 81 | $12.4K | 0.01% | −8−9.0% | Reduced |
| Clearstead Advisors, LLC | 82 | $12.5K | 0.00% | +38+86.4% | Added |
| Private Trust Co NA | 87 | $13.3K | 0.00% | +87 | New |
| Silver Grove Financial Group, Inc. | 98 | $15.0K | 0.01% | +98 | New |
| N.E.W. Advisory Services LLC | 100 | $15.3K | 0.00% | 00.0% | Unchanged |
| Bayban | 100 | $15.3K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 123 | $18.8K | 0.00% | −27−18.0% | Reduced |
| Zions Bancorporation, National Association | 125 | $19.1K | 0.00% | +4+3.3% | Added |
| Farmers & Merchants Investments Inc | 127 | $19.4K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 138 | $21.1K | 0.00% | +136+6,800.0% | Added |
| Byrne Asset Management LLC | 140 | $21.4K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 150 | $22.9K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 150 | $22.9K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 155 | $23.7K | 0.00% | −139−47.3% | Reduced |
| Leonteq Securities AG | 159 | $24.3K | 0.00% | +159 | New |
| Private Wealth Asset Management, LLC | 164 | $25.1K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 173 | $26.5K | 0.00% | −2,272−92.9% | Reduced |
| V-Square Quantitative Management LLC | 176 | $26.9K | 0.00% | −337−65.7% | Reduced |
| CX Institutional | 176 | $27.0K | 0.00% | +54+44.3% | Added |
| SHP Wealth Management | 184 | $28.1K | 0.00% | +176+2,200.0% | Added |
| First Horizon Corp | 194 | $29.7K | 0.00% | −45−18.8% | Reduced |
| Central Trust Co | 200 | $30.6K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 202 | $30.9K | 0.00% | +30+17.4% | Added |
| Parkside Financial Bank & Trust | 210 | $32.1K | 0.00% | −109−34.2% | Reduced |