| Annis Gardner Whiting Capital Advisors, LLC | 2 | $89 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $89 | 0.00% | +2 | New |
| Kilter Group LLC | 4 | $164 | 0.00% | −6−60.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 4 | $178 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 5 | $250 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $267 | 0.00% | +4+200.0% | Added |
| MV Capital Management, Inc. | 7 | $311 | 0.00% | +1+16.7% | Added |
| Hilton Head Capital Partners, LLC | 8 | $355 | 0.00% | +8 | New |
| CVA Family Office, LLC | 11 | $488 | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 12 | $532 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 13 | $576 | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 14 | $621 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 15 | $666 | 0.00% | +15 | New |
| Nemes Rush Group LLC | 16 | $709 | 0.00% | +16 | New |
| Optima Capital LLC | 16 | $709 | 0.00% | +16 | New |
| Crewe Advisors LLC | 16 | $710 | 0.00% | +16 | New |
| Leonteq Securities AG | 17 | $754 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 18 | $798 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 19 | $842 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 21 | $932 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 29 | $1.29K | 0.00% | +29 | New |
| Cromwell Holdings LLC | 30 | $1.33K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 31 | $1.38K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 36 | $1.60K | 0.00% | +36 | New |
| Bare Financial Services, Inc | 40 | $1.77K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 40 | $1.77K | 0.00% | +5+14.3% | Added |
| Cornerstone Financial Management LLC | 43 | $1.91K | 0.00% | +43 | New |
| Avion Wealth | 52 | $2.00K | 0.00% | +11+26.8% | Added |
| Signature Equity Partners, LLC | 46 | $2.04K | 0.00% | +46 | New |
| Rosenberg Matthew Hamilton | 47 | $2.08K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 52 | $2.31K | 0.00% | +12+30.0% | Added |
| Cornerstone Planning Group LLC | 54 | $2.33K | 0.00% | −20−27.0% | Reduced |
| Caitlin John, LLC | 58 | $2.58K | 0.00% | +1+1.8% | Added |
| Raffa Wealth Management, LLC | 59 | $2.62K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 62 | $2.75K | 0.00% | +15+31.9% | Added |
| Toronto Dominion Bank | 67 | $2.97K | 0.00% | +67 | New |
| Tidemark, LLC | 76 | $3.37K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 79 | $3.50K | 0.00% | −441−84.8% | Reduced |
| 1 North Wealth Services LLC | 87 | $3.86K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 89 | $3.95K | 0.00% | +1+1.1% | Added |
| Brown Brothers Harriman & Co | 92 | $4.08K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 99 | $4.39K | 0.00% | +99 | New |
| Trust Co of Toledo NA | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 100 | $4.43K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 102 | $4.52K | 0.00% | +102 | New |
| Marshall & Sterling Wealth Advisors Inc. | 109 | $4.84K | 0.00% | −1−0.9% | Reduced |
| Capital Advisors, Ltd. LLC | 108 | $5.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 124 | $5.50K | 0.00% | −2−1.6% | Reduced |
| GHP Investment Advisors, Inc. | 127 | $5.63K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 132 | $5.85K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 151 | $6.70K | 0.00% | 00.0% | Unchanged |
| Cygnus Capital Advisors, LLC | 149 | $7.00K | 0.01% | +149 | New |
| Root Financial Partners, LLC | 162 | $7.20K | 0.00% | +42+35.0% | Added |
| McIlrath & Eck, LLC | 164 | $7.27K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 170 | $7.54K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 171 | $7.58K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 174 | $7.72K | 0.00% | +113+185.2% | Added |
| McGuire Capital Advisors Inc | 178 | $7.91K | 0.01% | +178 | New |
| Steigerwald, Gordon & Koch Inc. | 179 | $7.94K | 0.00% | +3+1.7% | Added |
| Ameriflex Group, Inc. | 196 | $8.69K | 0.00% | −190−49.2% | Reduced |
| Sankala Group LLC | 184 | $8.88K | 0.01% | +184 | New |
| Bell Investment Advisors, Inc | 219 | $9.71K | 0.00% | +46+26.6% | Added |
| Atlas Capital Advisors LLC | 221 | $9.80K | 0.00% | +221 | New |
| Legacy Wealth Managment, LLC | 225 | $9.98K | 0.00% | +214+1,945.5% | Added |
| TD Private Client Wealth LLC | 228 | $10.1K | 0.00% | +162+245.5% | Added |
| Farmers & Merchants Investments Inc | 241 | $10.7K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 247 | $11.0K | 0.00% | +247 | New |
| Darwin Advisors, LLC | 252 | $11.2K | 0.00% | +252 | New |
| Caitong International Asset Management Co., Ltd | 255 | $11.3K | 0.00% | −245−49.0% | Reduced |
| Financial Network Wealth Advisors LLC | 265 | $11.8K | 0.01% | −3−1.1% | Reduced |
| Zions Bancorporation, National Association | 279 | $12.4K | 0.00% | +279 | New |
| Parkside Financial Bank & Trust | 281 | $12.5K | 0.00% | +120+74.5% | Added |
| Elyxium Wealth, LLC | 288 | $12.8K | 0.00% | +288 | New |
| AdvisorNet Financial, Inc | 300 | $13.3K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 315 | $14.0K | 0.00% | −1,178−78.9% | Reduced |
| Chilton Capital Management LLC | 315 | $14.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Trust & Banking Corp | 320 | $14.2K | 0.00% | +320 | New |
| Activest Wealth Management | 321 | $14.2K | 0.00% | +321 | New |
| ORG Wealth Partners, LLC | 324 | $14.4K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 333 | $14.8K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 344 | $15.3K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 353 | $15.7K | 0.02% | +353 | New |
| Atlantic Trust, LLC | 360 | $16.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 366 | $16.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 370 | $16.4K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 385 | $17.1K | 0.00% | 00.0% | Unchanged |
| Palladiem, LLC | 384 | $17.2K | 0.02% | +384 | New |
| Kozak & Associates, Inc. | 417 | $18.4K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 442 | $19.6K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 464 | $20.6K | 0.01% | −90−16.2% | Reduced |
| Bangor Savings Bank | 465 | $20.6K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 468 | $20.7K | 0.02% | +7+1.5% | Added |
| Ronald Blue Trust, Inc. | 474 | $21.0K | 0.00% | −15−3.1% | Reduced |
| Itau Unibanco Holding S.A. | 476 | $21.1K | 0.00% | +76+19.0% | Added |
| Webster Bank, N. A. | 497 | $22.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 500 | $22.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 500 | $22.2K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 500 | $22.2K | 0.01% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 500 | $22.2K | 0.01% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 500 | $22.2K | 0.02% | +500 | New |