| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| Raleigh Capital Management Inc. | 0 | $17 | 0.00% | 0 | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $123 | 0.00% | +1 | New |
| Halbert Hargrove Global Advisors, LLC | 1 | $131 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $245 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 2 | $246 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $246 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $246 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $246 | 0.00% | +1+100.0% | Added |
| Maryland Capital Advisors Inc. | 2 | $246 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 6 | $369 | 0.00% | +4+200.0% | Added |
| DecisionPoint Financial, LLC | 8 | $460 | 0.00% | +8 | New |
| USA Financial Formulas | 4 | $492 | 0.00% | +4 | New |
| Glen Eagle Advisors, LLC | 4 | $492 | 0.00% | +4 | New |
| Rosenberg Matthew Hamilton | 6 | $738 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 7 | $861 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 7 | $864 | 0.00% | +7 | New |
| Nemes Rush Group LLC | 8 | $983 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 9 | $1.00K | 0.00% | +9 | New |
| Brown, Lisle/Cummings, Inc. | 10 | $1.23K | 0.00% | −1−9.1% | Reduced |
| SHP Wealth Management | 11 | $1.35K | 0.00% | +7+175.0% | Added |
| Dogwood Wealth Management LLC | 12 | $1.48K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $1.60K | 0.00% | +12+1,200.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 13 | $1.60K | 0.00% | +13 | New |
| UMA Financial Services, Inc. | 14 | $1.72K | 0.00% | −4−22.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 14 | $1.72K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 14 | $1.72K | 0.00% | +9+180.0% | Added |
| Twin Tree Management, LP | 15 | $1.84K | 0.00% | +15 | New |
| Park Place Capital Corp | 16 | $1.97K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 18 | $2.21K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 18 | $2.21K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 19 | $2.34K | 0.00% | +9+90.0% | Added |
| ZRC Wealth Management, LLC | 19 | $2.34K | 0.00% | +19 | New |
| Transamerica Financial Advisors, Inc. | 22 | $2.71K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 23 | $2.83K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 23 | $2.83K | 0.00% | +23 | New |
| Hickory Point Bank & Trust | 25 | $3.07K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 25 | $3.07K | 0.00% | +8+47.1% | Added |
| DiNuzzo Private Wealth, Inc. | 29 | $3.56K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 29 | $3.56K | 0.00% | +15+107.1% | Added |
| Westfuller Advisors, LLC | 30 | $3.64K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 30 | $3.69K | 0.00% | +12+66.7% | Added |
| Rialto Wealth Management, LLC | 31 | $3.81K | 0.00% | +17+121.4% | Added |
| Altshuler Shaham Ltd | 32 | $3.93K | 0.00% | −4−11.1% | Reduced |
| Retirement Wealth Solutions LLC | 34 | $4.18K | 0.00% | −1−2.9% | Reduced |
| LRI Investments, LLC | 35 | $4.30K | 0.00% | −38−52.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 35 | $4.30K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 37 | $4.55K | 0.00% | −8−17.8% | Reduced |
| N.E.W. Advisory Services LLC | 38 | $4.67K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 38 | $4.67K | 0.00% | +38 | New |
| Torren Management, LLC | 39 | $4.79K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 86 | $4.94K | 0.00% | +43+100.0% | Added |
| Caitlin John, LLC | 41 | $5.04K | 0.00% | −22−34.9% | Reduced |
| IMA Wealth, Inc. | 41 | $5.04K | 0.00% | +14+51.9% | Added |
| Bare Financial Services, Inc | 41 | $5.04K | 0.00% | +36+720.0% | Added |
| Cape Investment Advisory, Inc. | 41 | $5.04K | 0.00% | +41 | New |
| Private Wealth Asset Management, LLC | 42 | $5.16K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 88 | $5.41K | 0.00% | +44+100.0% | Added |
| Manning & Napier Advisors LLC | 45 | $5.53K | 0.00% | +45 | New |
| Asset Dedication, LLC | 46 | $5.66K | 0.00% | +46 | New |
| Cornerstone Planning Group LLC | 92 | $5.77K | 0.00% | +28+43.8% | Added |
| 1 North Wealth Services LLC | 50 | $6.15K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 55 | $6.76K | 0.00% | −986−94.7% | Reduced |
| Valued Wealth Advisors LLC | 56 | $6.89K | 0.00% | +23+69.7% | Added |
| Harvest Fund Management Co., Ltd | 54 | $7.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 58 | $7.13K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 59 | $7.25K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 62 | $7.62K | 0.00% | +62 | New |
| FWL Investment Management, LLC | 66 | $8.11K | 0.00% | 00.0% | Unchanged |
| Motco | 68 | $8.36K | 0.00% | +2+3.0% | Added |
| JPL Wealth Management, LLC | 70 | $8.61K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 71 | $8.73K | 0.00% | +71 | New |
| Coston, McIsaac & Partners | 74 | $9.00K | 0.00% | −13−14.9% | Reduced |
| Anchor Investment Management, LLC | 75 | $9.22K | 0.00% | +75 | New |
| Owl Creek Wealth Partners LLC | 80 | $9.84K | 0.00% | +5+6.7% | Added |
| GW&K Investment Management, LLC | 82 | $10.0K | 0.00% | +82 | New |
| Highline Wealth Partners LLC | 84 | $10.3K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 85 | $10.4K | 0.00% | +85 | New |
| Private Wealth Management Group, LLC | 89 | $10.9K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 90 | $11.1K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $11.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 101 | $12.4K | 0.00% | −15−12.9% | Reduced |
| Strategic Investment Solutions, Inc. | 102 | $12.6K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 114 | $14.0K | 0.00% | +114 | New |
| Fortitude Family Office, LLC | 122 | $15.0K | 0.00% | +26+27.1% | Added |
| Bell Investment Advisors, Inc | 123 | $15.1K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 132 | $16.2K | 0.01% | −19−12.6% | Reduced |
| Toth Financial Advisory Corp | 137 | $16.8K | 0.00% | +62+82.7% | Added |
| Ogorek Anthony Joseph | 141 | $17.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 144 | $17.7K | 0.00% | +8+5.9% | Added |
| Central Trust Co | 144 | $17.7K | 0.00% | +39+37.1% | Added |
| Capital Analysts, LLC | 149 | $18.0K | 0.00% | +1+0.7% | Added |
| Action Point Financial Planning, LLC | 160 | $19.3K | 0.00% | +160 | New |
| First Horizon Corp | 158 | $19.4K | 0.00% | +158 | New |
| Community Bank, N.A. | 159 | $19.5K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 162 | $19.9K | 0.00% | +1+0.6% | Added |
| Basecamp Wealth Advisors LLC | 165 | $20.3K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 172 | $21.2K | 0.01% | +172 | New |
| Massmutual Trust Co FSB | 173 | $21.3K | 0.00% | +13+8.1% | Added |
| Creative Financial Designs Inc | 175 | $21.5K | 0.00% | 00.0% | Unchanged |