| IMA Wealth, Inc. | 1 | $131 | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 2 | $257 | 0.00% | −20−90.9% | Reduced |
| Ameriflex Group, Inc. | 2 | $263 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $263 | 0.00% | +1+100.0% | Added |
| Curio Wealth, LLC | 2 | $263 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $264 | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $395 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 4 | $527 | 0.00% | −19−82.6% | Reduced |
| Quaker Wealth Management, LLC | 4 | $527 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $527 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $527 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 4 | $527 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5 | $659 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $659 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $659 | 0.00% | +1+25.0% | Added |
| 1015 Capital Partners, LLC | 5 | $659 | 0.00% | +1+25.0% | Added |
| AdvisorNet Financial, Inc | 7 | $922 | 0.00% | −4−36.4% | Reduced |
| Vermillion Wealth Management, Inc. | 7 | $922 | 0.00% | +7 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 8 | $1.05K | 0.00% | +8 | New |
| Picton Mahoney Asset Management | 9 | $1.19K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $1.19K | 0.00% | +3+50.0% | Added |
| Hughes Financial Services, LLC | 9 | $1.19K | 0.00% | +4+80.0% | Added |
| Archer Investment Corp | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 10 | $1.32K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 10 | $1.32K | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 10 | $1.35K | 0.00% | +3+42.9% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $1.45K | 0.00% | +2+22.2% | Added |
| Richardson Capital Management LLC | 11 | $1.45K | 0.00% | +11 | New |
| South State Corp. | 11 | $1.45K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 11 | $1.45K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 12 | $1.58K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.58K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $1.71K | 0.00% | +10+500.0% | Added |
| Atlas Capital Advisors LLC | 13 | $1.71K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 13 | $1.71K | 0.00% | −23−63.9% | Reduced |
| North Star Investment Management Corp. | 13 | $1.71K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 13 | $1.71K | 0.00% | +8+160.0% | Added |
| BFSG, LLC | 14 | $1.84K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 14 | $1.84K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 15 | $1.98K | 0.00% | −956−98.5% | Reduced |
| MidFirst Bank | 15 | $1.98K | 0.00% | −1,224−98.8% | Reduced |
| SHP Wealth Management | 15 | $1.98K | 0.00% | +12+400.0% | Added |
| Lloyd Advisory Services, LLC. | 15 | $1.98K | 0.00% | +15 | New |
| CoreCap Advisors, LLC | 16 | $2.11K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 16 | $2.11K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 17 | $2.24K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 17 | $2.24K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 19 | $2.50K | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 20 | $2.63K | 0.00% | +1+5.3% | Added |
| GHP Investment Advisors, Inc. | 21 | $2.77K | 0.00% | +1+5.0% | Added |
| Montag A & Associates Inc | 23 | $2.99K | 0.00% | +2+9.5% | Added |
| NBC Securities, Inc. | 23 | $3.03K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 24 | $3.16K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 24 | $3.18K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 28 | $3.69K | 0.00% | −24−46.2% | Reduced |
| Highline Wealth Partners LLC | 29 | $3.82K | 0.00% | +29 | New |
| MJT & Associates Financial Advisory Group, Inc. | 30 | $3.95K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 31 | $4.08K | 0.00% | +19+158.3% | Added |
| Webster Bank, N. A. | 32 | $4.22K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 34 | $4.48K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 34 | $4.48K | 0.00% | +6+21.4% | Added |
| LRI Investments, LLC | 36 | $4.74K | 0.00% | +36 | New |
| Bare Financial Services, Inc | 37 | $4.87K | 0.00% | +1+2.8% | Added |
| Central Trust Co | 38 | $5.01K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 39 | $5.14K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 39 | $5.14K | 0.00% | +31+387.5% | Added |
| WealthCollab, LLC | 40 | $5.27K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 40 | $5.27K | 0.00% | +40 | New |
| International Assets Investment Management, LLC | 41 | $5.43K | 0.00% | −6−12.8% | Reduced |
| Whipplewood Advisors, LLC | 45 | $5.93K | 0.00% | +45 | New |
| JFS Wealth Advisors, LLC | 50 | $6.59K | 0.00% | +3+6.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 51 | $6.72K | 0.00% | +3+6.3% | Added |
| Fortitude Family Office, LLC | 51 | $6.72K | 0.00% | +31+155.0% | Added |
| Sachetta, LLC | 54 | $7.11K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 61 | $8.04K | 0.00% | −12−16.4% | Reduced |
| SBI Securities Co., Ltd. | 61 | $8.04K | 0.00% | +9+17.3% | Added |
| JPL Wealth Management, LLC | 61 | $8.04K | 0.00% | +61 | New |
| Bell Investment Advisors, Inc | 67 | $8.83K | 0.00% | +29+76.3% | Added |
| Capital Advisors, Ltd. LLC | 65 | $9.00K | 0.00% | +61+1,525.0% | Added |
| Rossby Financial, LCC | 69 | $9.15K | 0.00% | +42+155.6% | Added |
| Frazier Financial Advisors, LLC | 70 | $9.22K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 78 | $10.3K | 0.00% | −155−66.5% | Reduced |
| Owl Creek Wealth Partners LLC | 79 | $10.4K | 0.00% | +79 | New |
| Private Wealth Management Group, LLC | 83 | $10.9K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 84 | $11.1K | 0.00% | +84 | New |
| Farmers & Merchants Investments Inc | 90 | $11.9K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 91 | $12.0K | 0.00% | +91 | New |
| City Holding Co | 100 | $13.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 102 | $13.4K | 0.01% | −80−44.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 103 | $13.6K | 0.00% | +70+212.1% | Added |
| Whittier Trust Co | 106 | $14.0K | 0.00% | +53+100.0% | Added |
| RWM Asset Management, LLC | 110 | $14.5K | 0.00% | +110 | New |
| Aventura Private Wealth, LLC | 111 | $14.6K | 0.01% | +72+184.6% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 112 | $14.8K | 0.01% | +112 | New |
| Parkside Financial Bank & Trust | 119 | $15.7K | 0.00% | −85−41.7% | Reduced |
| Harbour Investments, Inc. | 122 | $16.1K | 0.00% | +42+52.5% | Added |
| First Horizon Corp | 123 | $16.2K | 0.00% | +12+10.8% | Added |
| CX Institutional | 126 | $17.0K | 0.00% | +126 | New |
| Twin Peaks Wealth Advisors, LLC | 137 | $18.0K | 0.00% | +137 | New |