| Avion Wealth | 47 | $0 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Truvestments Capital LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 3 | $49 | 0.00% | +3 | New |
| Meramec Financial Planners, LLC | 7 | $91 | 0.00% | +7 | New |
| Kerr Financial Planning Corp | 8 | $97 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 6 | $102 | 0.00% | +6 | New |
| Quaker Wealth Management, LLC | 7 | $115 | 0.00% | +7 | New |
| Luminist Capital LLC | 0 | $115 | 0.00% | 0 | New |
| Center for Financial Planning, Inc. | 10 | $164 | 0.00% | +10 | New |
| Activest Wealth Management | 11 | $180 | 0.00% | +2+22.2% | Added |
| HFM Investment Advisors, LLC | 12 | $197 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 14 | $229 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $262 | 0.00% | +3+23.1% | Added |
| Mountain Hill Investment Partners Corp. | 20 | $328 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $410 | 0.00% | 00.0% | Unchanged |
| Trust Co | 26 | $426 | 0.00% | +26 | New |
| ORG Wealth Partners, LLC | 27 | $442 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 27 | $450 | 0.00% | +27 | New |
| C M Bidwell & Associates Ltd | 28 | $459 | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 36 | $590 | 0.00% | +36 | New |
| UMA Financial Services, Inc. | 37 | $607 | 0.00% | +37 | New |
| TFC Financial Management | 38 | $623 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 38 | $623 | 0.00% | +38 | New |
| DiNuzzo Private Wealth, Inc. | 41 | $672 | 0.00% | +26+173.3% | Added |
| Torren Management, LLC | 41 | $672 | 0.00% | +41 | New |
| Triumph Capital Management | 42 | $688 | 0.00% | +42 | New |
| MV Capital Management, Inc. | 44 | $722 | 0.00% | +1+2.3% | Added |
| Cromwell Holdings LLC | 48 | $787 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 48 | $787 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $819 | 0.00% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 50 | $820 | 0.00% | −2,994−98.4% | Reduced |
| Millstone Evans Group, LLC | 50 | $820 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 52 | $853 | 0.00% | −3−5.5% | Reduced |
| Sankala Group LLC | 81 | $869 | 0.00% | +81 | New |
| Fortitude Family Office, LLC | 55 | $901 | 0.00% | −492−89.9% | Reduced |
| Principia Wealth Advisory, LLC | 56 | $918 | 0.00% | −1−1.8% | Reduced |
| Caitlin John, LLC | 57 | $935 | 0.00% | +7+14.0% | Added |
| SJS Investment Consulting Inc. | 59 | $968 | 0.00% | +44+293.3% | Added |
| HHM Wealth Advisors, LLC | 60 | $984 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 62 | $1.02K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 62 | $1.02K | 0.00% | +8+14.8% | Added |
| LRI Investments, LLC | 69 | $1.13K | 0.00% | +69 | New |
| Keating Financial Advisory Services, Inc. | 71 | $1.16K | 0.00% | +71 | New |
| Tompkins Financial Corp | 75 | $1.23K | 0.00% | +75 | New |
| Armstrong Advisory Group, Inc | 79 | $1.29K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 83 | $1.36K | 0.00% | +83 | New |
| Optima Capital LLC | 85 | $1.39K | 0.00% | +85 | New |
| Modus Advisors, LLC | 90 | $1.48K | 0.00% | +90 | New |
| Toth Financial Advisory Corp | 90 | $1.48K | 0.00% | +90 | New |
| Sunbelt Securities, Inc. | 92 | $1.51K | 0.00% | −158−63.2% | Reduced |
| Medallion Wealth Advisors, LLC | 93 | $1.52K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 93 | $1.52K | 0.00% | +29+45.3% | Added |
| CVA Family Office, LLC | 96 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 96 | $1.57K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 97 | $1.59K | 0.00% | +97 | New |
| Vision Financial Markets LLC | 100 | $1.64K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 102 | $1.67K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 98 | $1.68K | 0.00% | +98 | New |
| Plato Investment Management Ltd | 107 | $1.76K | 0.00% | −586−84.6% | Reduced |
| TD Private Client Wealth LLC | 111 | $1.82K | 0.00% | +9+8.8% | Added |
| Atlantic Union Bankshares Corp | 114 | $1.87K | 0.00% | +94+470.0% | Added |
| Salomon & Ludwin, LLC | 120 | $1.92K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 127 | $2.08K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 128 | $2.10K | 0.00% | +128 | New |
| Zions Bancorporation, National Association | 132 | $2.16K | 0.00% | +132 | New |
| JFS Wealth Advisors, LLC | 133 | $2.18K | 0.00% | +53+66.3% | Added |
| Tucker Asset Management LLC | 160 | $2.62K | 0.00% | +160 | New |
| McGuire Capital Advisors Inc | 168 | $2.75K | 0.00% | +168 | New |
| Dogwood Wealth Management LLC | 175 | $2.87K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 182 | $2.98K | 0.00% | +182 | New |
| Hantz Financial Services, Inc. | 156 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 200 | $3.28K | 0.00% | +121+153.2% | Added |
| Bear Mountain Capital, Inc. | 224 | $3.31K | 0.00% | +10+4.7% | Added |
| Marquette Asset Management, LLC | 212 | $3.48K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 222 | $3.64K | 0.00% | +222 | New |
| Atlantic Trust, LLC | 226 | $3.71K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 240 | $3.93K | 0.00% | +240 | New |
| Sachetta, LLC | 240 | $3.93K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 261 | $4.28K | 0.00% | +261 | New |
| Bogart Wealth, LLC | 284 | $4.66K | 0.00% | −18−6.0% | Reduced |
| Navalign, LLC | 305 | $5.00K | 0.00% | +305 | New |
| Ameriflex Group, Inc. | 330 | $5.41K | 0.00% | −858−72.2% | Reduced |
| Performa Ltd (US), LLC | 344 | $5.64K | 0.00% | −206−37.5% | Reduced |
| Sound Income Strategies, LLC | 400 | $5.74K | 0.00% | +400 | New |
| MCF Advisors LLC | 360 | $5.90K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 400 | $6.56K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 427 | $7.00K | 0.00% | +36+9.2% | Added |
| Quattro Advisors LLC | 436 | $7.15K | 0.01% | +436 | New |
| Edmond de Rothschild Holding S.A. | 440 | $7.21K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 444 | $7.28K | 0.00% | −25−5.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $8.20K | 0.00% | −7,000−93.3% | Reduced |
| Wolff Wiese Magana LLC | 500 | $8.20K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 502 | $8.23K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 502 | $8.23K | 0.00% | +502 | New |
| Private Wealth Asset Management, LLC | 508 | $8.33K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 516 | $8.46K | 0.00% | +516 | New |
| Quent Capital, LLC | 540 | $8.85K | 0.00% | −260−32.5% | Reduced |
| Huntington National Bank | 564 | $9.24K | 0.00% | +28+5.2% | Added |
| Geneos Wealth Management Inc. | 564 | $9.24K | 0.00% | +211+59.8% | Added |