| Cloud Capital Management, LLC | 6 | $0 | 0.00% | +6 | New |
| Quest 10 Wealth Builders, Inc. | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $69 | 0.00% | +2 | New |
| JFS Wealth Advisors, LLC | 2 | $70 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $139 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5 | $173 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $174 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 6 | $208 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 6 | $209 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $211 | 0.00% | −4−40.0% | Reduced |
| Versant Capital Management, Inc | 7 | $243 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 7 | $245 | 0.00% | +7 | New |
| Creative Financial Designs Inc | 10 | $347 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 10 | $347 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $347 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $381 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 11 | $381 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 13 | $451 | 0.00% | +13 | New |
| Binnacle Investments Inc | 16 | $555 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $589 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 18 | $591 | 0.00% | −15−45.5% | Reduced |
| Insight Financial Services | 18 | $623 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $624 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 20 | $693 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $867 | 0.00% | −162−86.6% | Reduced |
| Friedenthal Financial | 25 | $867 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $867 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 25 | $867 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 25 | $867 | 0.00% | +4+19.0% | Added |
| Bruce G. Allen Investments, LLC | 28 | $970 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 30 | $1.04K | 0.00% | −10−25.0% | Reduced |
| IMG Wealth Management, Inc. | 30 | $1.04K | 0.00% | +30 | New |
| ORG Partners LLC | 31 | $1.07K | 0.00% | +6+24.0% | Added |
| Cedar Wealth Management, LLC | 33 | $1.14K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $1.18K | 0.00% | −2−5.6% | Reduced |
| AdvisorNet Financial, Inc | 37 | $1.28K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 38 | $1.32K | 0.00% | +38 | New |
| Sound Income Strategies, LLC | 43 | $1.40K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 43 | $1.49K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 44 | $1.52K | 0.00% | −4−8.3% | Reduced |
| HHM Wealth Advisors, LLC | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 50 | $1.73K | 0.00% | +3+6.4% | Added |
| New England Capital Financial Advisors LLC | 50 | $1.73K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 53 | $1.84K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 58 | $2.01K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 60 | $2.08K | 0.00% | −23−27.7% | Reduced |
| Vision Financial Markets LLC | 63 | $2.15K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 65 | $2.25K | 0.00% | −321−83.2% | Reduced |
| Sachetta, LLC | 76 | $2.63K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 76 | $2.63K | 0.00% | +16+26.7% | Added |
| South State Corp. | 77 | $2.67K | 0.00% | −20−20.6% | Reduced |
| MV Capital Management, Inc. | 79 | $2.74K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 82 | $2.84K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 89 | $3.08K | 0.00% | +36+67.9% | Added |
| Plante Moran Financial Advisors, LLC | 100 | $3.47K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $3.47K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $3.47K | 0.00% | 00.0% | Unchanged |
| Financial Life Planners | 100 | $3.47K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 101 | $3.50K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 101 | $3.50K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 106 | $3.70K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 125 | $4.00K | 0.00% | −1,200−90.6% | Reduced |
| Clark Wealth Partners | 115 | $4.20K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 123 | $4.26K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 125 | $4.33K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 127 | $4.37K | 0.00% | −20,728−99.4% | Reduced |
| Atlantic Trust, LLC | 133 | $4.61K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 140 | $4.85K | 0.00% | −890−86.4% | Reduced |
| Manchester Capital Management LLC | 140 | $4.85K | 0.00% | −32−18.6% | Reduced |
| Truvestments Capital LLC | 144 | $4.99K | 0.00% | +144 | New |
| Hemington Wealth Management | 155 | $5.00K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 145 | $5.03K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 148 | $5.13K | 0.00% | −149−50.2% | Reduced |
| TCTC Holdings, LLC | 150 | $5.20K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 150 | $5.20K | 0.00% | +150 | New |
| WPG Advisers, LLC | 155 | $5.37K | 0.00% | +38+32.5% | Added |
| Bank of Jackson Hole Trust | 160 | $5.55K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 170 | $6.00K | 0.00% | −70−29.2% | Reduced |
| Quaker Wealth Management, LLC | 175 | $6.07K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 184 | $6.38K | 0.00% | −1−0.5% | Reduced |
| Syntax Research, Inc. | 190 | $6.59K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 200 | $6.93K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 200 | $6.93K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 200 | $6.93K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 240 | $8.32K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 252 | $8.73K | 0.00% | +252 | New |
| Cornerstone Planning Group LLC | 345 | $10.6K | 0.00% | +9+2.7% | Added |
| Larson Financial Group LLC | 307 | $10.6K | 0.00% | +14+4.8% | Added |
| DT Investment Partners, LLC | 312 | $10.8K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 319 | $11.0K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 340 | $11.8K | 0.00% | +340 | New |
| Clear Street Markets LLC | 351 | $12.2K | 0.00% | +212+152.5% | Added |
| Armstrong Advisory Group, Inc | 354 | $12.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 371 | $12.9K | 0.00% | −7−1.9% | Reduced |
| Private Wealth Asset Management, LLC | 377 | $13.1K | 0.00% | 00.0% | Unchanged |