| Measured Wealth Private Client Group, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $22 | 0.00% | −14−87.5% | Reduced |
| TFC Financial Management | 2 | $23 | 0.00% | −36−94.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $34 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 6 | $67 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $69 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $111 | 0.00% | −4−28.6% | Reduced |
| Rialto Wealth Management, LLC | 11 | $123 | 0.00% | −51−82.3% | Reduced |
| Raleigh Capital Management Inc. | 12 | $133 | 0.00% | −1,562−99.2% | Reduced |
| Triumph Capital Management | 12 | $133 | 0.00% | −30−71.4% | Reduced |
| Huntington National Bank | 18 | $200 | 0.00% | −546−96.8% | Reduced |
| Zions Bancorporation, National Association | 19 | $211 | 0.00% | −113−85.6% | Reduced |
| Atlantic Union Bankshares Corp | 20 | $222 | 0.00% | −94−82.5% | Reduced |
| Mountain Hill Investment Partners Corp. | 20 | $222 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 20 | $222 | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $256 | 0.00% | −18−43.9% | Reduced |
| American Capital Advisory, LLC | 24 | $267 | 0.00% | −28−53.8% | Reduced |
| Prestige Wealth Management Group LLC | 25 | $278 | 0.00% | 00.0% | Unchanged |
| Trust Co | 26 | $289 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 27 | $299 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 28 | $311 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 41 | $456 | 0.00% | +41 | New |
| Bare Financial Services, Inc | 43 | $477 | 0.00% | +43 | New |
| CVA Family Office, LLC | 47 | $522 | 0.00% | −49−51.0% | Reduced |
| Financial Perspectives, Inc | 48 | $533 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 48 | $533 | 0.00% | +4+9.1% | Added |
| Millstone Evans Group, LLC | 50 | $555 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 50 | $555 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 61 | $677 | 0.00% | +5+8.9% | Added |
| Kilter Group LLC | 63 | $700 | 0.00% | +63 | New |
| Cromwell Holdings LLC | 68 | $755 | 0.00% | +20+41.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 70 | $777 | 0.00% | +70 | New |
| Smartleaf Asset Management LLC | 72 | $783 | 0.00% | +45+166.7% | Added |
| Tompkins Financial Corp | 75 | $833 | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 81 | $866 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 82 | $911 | 0.00% | +25+43.9% | Added |
| Keating Financial Advisory Services, Inc. | 86 | $955 | 0.00% | +15+21.1% | Added |
| Transamerica Financial Advisors, Inc. | 87 | $965 | 0.00% | −692−88.8% | Reduced |
| Avion Wealth | 137 | $1.00K | 0.00% | +90+191.5% | Added |
| Mosley Wealth Management | 75 | $1.00K | 0.00% | +75 | New |
| Medallion Wealth Advisors, LLC | 93 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 96 | $1.07K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 97 | $1.08K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 98 | $1.09K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $1.11K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 100 | $1.11K | 0.00% | +100 | New |
| Nemes Rush Group LLC | 100 | $1.11K | 0.00% | +100 | New |
| TD Private Client Wealth LLC | 102 | $1.13K | 0.00% | −9−8.1% | Reduced |
| Anfield Capital Management, LLC | 102 | $1.13K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 107 | $1.19K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 117 | $1.30K | 0.00% | +117 | New |
| Salomon & Ludwin, LLC | 120 | $1.35K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 122 | $1.35K | 0.00% | −100−45.0% | Reduced |
| Proathlete Wealth Management LLC | 127 | $1.41K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 129 | $1.43K | 0.00% | −39−23.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 142 | $1.58K | 0.00% | +142 | New |
| Ameriflex Group, Inc. | 146 | $1.62K | 0.00% | −184−55.8% | Reduced |
| Noble Wealth Management PBC | 156 | $1.73K | 0.00% | −1,344−89.6% | Reduced |
| CWM Advisors, LLC | 161 | $1.79K | 0.00% | +161 | New |
| Dogwood Wealth Management LLC | 175 | $1.94K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 176 | $1.95K | 0.00% | +176 | New |
| CX Institutional | 139 | $2.00K | 0.00% | −7,790−98.2% | Reduced |
| MPWM Advisory Solutions, LLC | 182 | $2.02K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 184 | $2.04K | 0.00% | −1,130−86.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 188 | $2.09K | 0.00% | +60+46.9% | Added |
| Loomis Sayles & Co L P | 197 | $2.19K | 0.00% | −2,618−93.0% | Reduced |
| REAP Financial Group, LLC | 200 | $2.22K | 0.00% | −2,503−92.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 200 | $2.22K | 0.00% | +200 | New |
| Red Tortoise LLC | 205 | $2.28K | 0.00% | +205 | New |
| SRS Capital Advisors, Inc. | 239 | $2.44K | 0.00% | −2,952−92.5% | Reduced |
| Bear Mountain Capital, Inc. | 237 | $2.50K | 0.00% | +13+5.8% | Added |
| Caitong International Asset Management Co., Ltd | 233 | $2.59K | 0.00% | −69,351−99.7% | Reduced |
| Sachetta, LLC | 240 | $2.66K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 255 | $2.83K | 0.00% | −738−74.3% | Reduced |
| HHM Wealth Advisors, LLC | 260 | $2.89K | 0.00% | +200+333.3% | Added |
| Atlantic Trust, LLC | 263 | $2.92K | 0.00% | +37+16.4% | Added |
| Whittier Trust Co | 271 | $3.02K | 0.00% | −2,619−90.6% | Reduced |
| Portus Wealth Advisors, LLC | 302 | $3.35K | 0.00% | +302 | New |
| Farmers & Merchants Investments Inc | 340 | $3.77K | 0.00% | +340 | New |
| Bogart Wealth, LLC | 346 | $3.84K | 0.00% | +62+21.8% | Added |
| Parkside Financial Bank & Trust | 383 | $4.25K | 0.00% | −61−13.7% | Reduced |
| Beacon Investment Advisory Services, Inc. | 383 | $4.25K | 0.00% | +383 | New |
| Performa Ltd (US), LLC | 384 | $4.26K | 0.00% | +40+11.6% | Added |
| Quent Capital, LLC | 386 | $4.29K | 0.00% | −154−28.5% | Reduced |
| Highline Wealth Partners LLC | 386 | $4.29K | 0.00% | +386 | New |
| Sound Income Strategies, LLC | 400 | $4.41K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 440 | $4.88K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 452 | $5.00K | 0.00% | +452 | New |
| Assetmark, Inc | 469 | $5.21K | 0.00% | +42+9.8% | Added |
| MCF Advisors LLC | 494 | $5.48K | 0.00% | +134+37.2% | Added |
| Private Wealth Asset Management, LLC | 497 | $5.52K | 0.00% | −11−2.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 500 | $5.55K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 524 | $5.82K | 0.00% | −40−7.1% | Reduced |
| Archer Investment Corp | 606 | $6.73K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 612 | $6.79K | 0.00% | +612 | New |
| Private Trust Co NA | 650 | $7.21K | 0.00% | −420−39.3% | Reduced |
| Hurley Capital, LLC | 650 | $7.21K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 655 | $7.27K | 0.00% | −50−7.1% | Reduced |
| Hilton Head Capital Partners, LLC | 689 | $7.65K | 0.00% | +689 | New |
| Wealth Preservation Advisors, LLC | 719 | $7.98K | 0.01% | 00.0% | Unchanged |
