| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 8 | $0 | 0.00% | +8 | New |
| Darwin Advisors, LLC | 0 | $5 | 0.00% | 0 | New |
| Maryland Capital Advisors Inc. | 1 | $57 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 2 | $112 | 0.00% | −1−33.3% | Reduced |
| Ameriflex Group, Inc. | 2 | $112 | 0.00% | +2 | New |
| Sachetta, LLC | 2 | $113 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $169 | 0.00% | +3 | New |
| Buck Wealth Strategies, LLC | 4 | $224 | 0.00% | +4 | New |
| Strive Financial Group ,LLC | 4 | $224 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 5 | $280 | 0.00% | +2+66.7% | Added |
| Owl Creek Wealth Partners LLC | 5 | $281 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 6 | $336 | 0.00% | +6 | New |
| LRI Investments, LLC | 7 | $392 | 0.00% | +7 | New |
| Kingdom Financial Group LLC. | 9 | $482 | 0.00% | −31−77.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 11 | $611 | 0.00% | −55−83.3% | Reduced |
| Fulcrum Asset Management LLP | 12 | $683 | 0.00% | +12 | New |
| Measured Wealth Private Client Group, LLC | 14 | $785 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 14 | $785 | 0.00% | +5+55.6% | Added |
| Bare Financial Services, Inc | 15 | $841 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $1.12K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $1.12K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 20 | $1.12K | 0.00% | +20 | New |
| Bay Harbor Wealth Management, LLC | 21 | $1.19K | 0.00% | +3+16.7% | Added |
| Sankala Group LLC | 23 | $1.28K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 26 | $1.46K | 0.00% | −45−63.4% | Reduced |
| TD Private Client Wealth LLC | 27 | $1.51K | 0.00% | +22+440.0% | Added |
| Financial Consulate, Inc | 29 | $1.63K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 32 | $1.79K | 0.00% | +32 | New |
| Torren Management, LLC | 33 | $1.87K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 38 | $2.13K | 0.00% | +30+375.0% | Added |
| Rialto Wealth Management, LLC | 39 | $2.19K | 0.00% | +3+8.3% | Added |
| Transamerica Financial Advisors, Inc. | 42 | $2.37K | 0.00% | +14+50.0% | Added |
| Dunhill Financial, LLC | 43 | $2.42K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 45 | $2.52K | 0.00% | +45 | New |
| UMA Financial Services, Inc. | 55 | $3.08K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 69 | $3.87K | 0.00% | +69 | New |
| GW&K Investment Management, LLC | 64 | $4.00K | 0.00% | +64 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $4.20K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 89 | $4.99K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 91 | $5.10K | 0.00% | −11−10.8% | Reduced |
| Brown Brothers Harriman & Co | 102 | $5.72K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 108 | $6.05K | 0.00% | +108 | New |
| Keating Financial Advisory Services, Inc. | 109 | $6.11K | 0.00% | +1+0.9% | Added |
| Basecamp Wealth Advisors LLC | 109 | $6.11K | 0.00% | +94+626.7% | Added |
| Caitong International Asset Management Co., Ltd | 109 | $6.11K | 0.00% | +109 | New |
| Larson Financial Group LLC | 114 | $6.39K | 0.00% | +11+10.7% | Added |
| WealthCollab, LLC | 121 | $6.78K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 121 | $6.80K | 0.00% | +62+105.1% | Added |
| Harbour Investments, Inc. | 123 | $6.87K | 0.00% | −3−2.4% | Reduced |
| Ancora Advisors, LLC | 124 | $6.95K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 153 | $8.57K | 0.00% | +5+3.4% | Added |
| CVA Family Office, LLC | 155 | $8.69K | 0.00% | +18+13.1% | Added |
| Redwood Park Advisors LLC | 156 | $8.74K | 0.01% | +1+0.6% | Added |
| Private Wealth Management Group, LLC | 158 | $8.86K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 167 | $9.36K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 168 | $9.41K | 0.00% | +143+572.0% | Added |
| Colonial Trust Co | 185 | $10.4K | 0.00% | −48−20.6% | Reduced |
| Eurizon Capital SGR S.p.A. | 189 | $10.8K | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 199 | $11.2K | 0.00% | +199 | New |
| Anchor Investment Management, LLC | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 200 | $11.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 201 | $11.3K | 0.00% | +201 | New |
| Quent Capital, LLC | 212 | $11.9K | 0.00% | +16+8.2% | Added |
| True Wealth Design, LLC | 227 | $12.7K | 0.00% | +208+1,094.7% | Added |
| Tokio Marine Asset Management Co Ltd | 273 | $15.3K | 0.00% | +273 | New |
| TIAA Wealth Investment Management LLC | 278 | $15.6K | 0.00% | +278 | New |
| Tompkins Financial Corp | 300 | $16.8K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 300 | $16.8K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 306 | $17.1K | 0.01% | +220+255.8% | Added |
| Vision Financial Markets LLC | 320 | $17.9K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 325 | $18.2K | 0.00% | −6−1.8% | Reduced |
| Motco | 350 | $19.6K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 351 | $19.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 382 | $21.4K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 400 | $22.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 385 | $22.0K | 0.01% | +237+160.1% | Added |
| Nomura Asset Management Co Ltd | 410 | $23.0K | 0.00% | −430−51.2% | Reduced |
| Private Wealth Asset Management, LLC | 440 | $24.7K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 470 | $26.3K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 518 | $29.0K | 0.00% | −300−36.7% | Reduced |
| Princeton Global Asset Management LLC | 535 | $30.0K | 0.00% | −106−16.5% | Reduced |
| Assetmark, Inc | 539 | $30.2K | 0.00% | +266+97.4% | Added |
| Harbor Capital Advisors, Inc. | 586 | $33.0K | 0.00% | −38−6.1% | Reduced |
| POM Investment Strategies, LLC | 600 | $33.6K | 0.04% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 600 | $33.6K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 623 | $34.9K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 645 | $36.1K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 655 | $36.7K | 0.00% | +249+61.3% | Added |
| Planning Strategies Inc. | 661 | $37.0K | 0.02% | +661 | New |
| Essential Partners LLC | 686 | $38.4K | 0.02% | +276+67.3% | Added |
| Kemnay Advisory Services Inc. | 727 | $40.7K | 0.01% | −78−9.7% | Reduced |
| SJS Investment Consulting Inc. | 740 | $41.5K | 0.00% | +724+4,525.0% | Added |
| Crews Bank & Trust | 748 | $41.9K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 786 | $44.0K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 800 | $44.8K | 0.00% | +100+14.3% | Added |
| Roxbury Financial LLC | 885 | $49.6K | 0.04% | +373+72.9% | Added |
| Newbridge Financial Services Group, Inc. | 898 | $50.3K | 0.01% | 00.0% | Unchanged |