| Evolution Advisers, Inc. | 6 | $0 | 0.00% | +6 | New |
| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Copia Wealth Management | 0 | $17 | 0.00% | 0 | Unchanged |
| Ronald Blue Trust, Inc. | 1 | $126 | 0.00% | −3−75.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $126 | 0.00% | −2−66.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 1 | $126 | 0.00% | +1 | New |
| LRI Investments, LLC | 1 | $126 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $134 | 0.00% | +1 | New |
| Grove Bank & Trust | 2 | $251 | 0.00% | −19−90.5% | Reduced |
| Macquarie Group Ltd | 2 | $251 | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 2 | $251 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 2 | $251 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $252 | 0.00% | +2 | New |
| Rakuten Securities, Inc. | 3 | $377 | 0.00% | −16−84.2% | Reduced |
| AdvisorNet Financial, Inc | 3 | $377 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $377 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $377 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $377 | 0.00% | +2+200.0% | Added |
| Davis Capital Management | 3 | $377 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $378 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 3 | $378 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $503 | 0.00% | −4−50.0% | Reduced |
| TFC Financial Management | 4 | $503 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $503 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4 | $503 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 4 | $503 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 4 | $503 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $503 | 0.00% | +4 | New |
| Synergy Investment Management, LLC | 5 | $628 | 0.00% | +5 | New |
| Planning Strategies Inc. | 5 | $628 | 0.00% | +5 | New |
| Financial Consulate, Inc | 5 | $629 | 0.00% | −20−80.0% | Reduced |
| Quaker Wealth Management, LLC | 5 | $629 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6 | $754 | 0.00% | −48−88.9% | Reduced |
| SHP Wealth Management | 6 | $754 | 0.00% | −3−33.3% | Reduced |
| Hurley Capital, LLC | 6 | $754 | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 6 | $754 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 6 | $754 | 0.00% | +6 | New |
| Gilpin Wealth Management, LLC | 7 | $880 | 0.00% | −3−30.0% | Reduced |
| Manchester Capital Management LLC | 7 | $880 | 0.00% | −1−12.5% | Reduced |
| American Capital Advisory, LLC | 7 | $880 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 7 | $880 | 0.00% | +7 | New |
| West Financial Advisors, LLC | 7 | $880 | 0.00% | +7 | New |
| Investors Portfolio Services LLC | 8 | $1.00K | 0.00% | +8 | New |
| JFS Wealth Advisors, LLC | 8 | $1.01K | 0.00% | +7+700.0% | Added |
| NVWM, LLC | 9 | $1.13K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 9 | $1.13K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 10 | $1.26K | 0.00% | −1−9.1% | Reduced |
| Paladin Partners, LLC | 10 | $1.26K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 11 | $1.38K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 11 | $1.39K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 12 | $1.51K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 12 | $1.51K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 12 | $1.51K | 0.00% | +12 | New |
| Cromwell Holdings LLC | 13 | $1.63K | 0.00% | −98−88.3% | Reduced |
| Zions Bancorporation, National Association | 13 | $1.63K | 0.00% | −14−51.9% | Reduced |
| Raffa Wealth Management, LLC | 14 | $1.76K | 0.00% | +5+55.6% | Added |
| Cedar Mountain Advisors, LLC | 14 | $1.76K | 0.00% | +14 | New |
| Manning & Napier Advisors LLC | 14 | $1.78K | 0.00% | +14 | New |
| Farmers & Merchants Investments Inc | 15 | $1.89K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 15 | $1.89K | 0.00% | +5+50.0% | Added |
| Avion Wealth | 17 | $2.00K | 0.00% | −1−5.6% | Reduced |
| Westfuller Advisors, LLC | 18 | $2.26K | 0.00% | −36−66.7% | Reduced |
| Bogart Wealth, LLC | 18 | $2.26K | 0.00% | −20−52.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 18 | $2.26K | 0.00% | +18 | New |
| Delta Asset Management LLC | 18 | $2.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 19 | $2.39K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 19 | $2.39K | 0.00% | +7+58.3% | Added |
| HHM Wealth Advisors, LLC | 19 | $2.39K | 0.00% | +19 | New |
| Kilter Group LLC | 20 | $2.51K | 0.00% | −5−20.0% | Reduced |
| Highline Wealth Partners LLC | 20 | $2.51K | 0.00% | −3−13.0% | Reduced |
| Valued Wealth Advisors LLC | 20 | $2.52K | 0.00% | −1−4.8% | Reduced |
| Armstrong Advisory Group, Inc | 21 | $2.64K | 0.00% | −40−65.6% | Reduced |
| Sittner & Nelson, LLC | 21 | $2.64K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 20 | $2.79K | 0.00% | +9+81.8% | Added |
| Golden State Wealth Management, LLC | 26 | $3.27K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 27 | $3.39K | 0.00% | −23−46.0% | Reduced |
| Horizon Investments, LLC | 28 | $3.52K | 0.00% | −28−50.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 28 | $3.52K | 0.00% | −20−41.7% | Reduced |
| Quent Capital, LLC | 28 | $3.52K | 0.00% | +2+7.7% | Added |
| Bayban | 29 | $3.65K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 29 | $3.65K | 0.00% | +29 | New |
| Sachetta, LLC | 30 | $3.77K | 0.00% | −2−6.3% | Reduced |
| Pacific Center for Financial Services | 30 | $3.77K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 32 | $4.05K | 0.00% | +14+77.8% | Added |
| Whittier Trust Co | 29 | $4.06K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 33 | $4.15K | 0.00% | +33 | New |
| Private Wealth Management Group, LLC | 33 | $4.15K | 0.00% | +15+83.3% | Added |
| South State Corp. | 35 | $4.40K | 0.00% | −18−34.0% | Reduced |
| GHP Investment Advisors, Inc. | 36 | $4.53K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 36 | $4.53K | 0.00% | +23+176.9% | Added |
| Fulcrum Asset Management LLP | 36 | $4.58K | 0.00% | +36 | New |
| Godfrey Financial Associates, Inc. | 40 | $5.03K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 40 | $5.03K | 0.00% | +25+166.7% | Added |
| Bell Investment Advisors, Inc | 44 | $5.53K | 0.00% | −9−17.0% | Reduced |
| High Note Wealth, LLC | 45 | $5.66K | 0.00% | +18+66.7% | Added |
| Rossby Financial, LCC | 47 | $5.91K | 0.00% | −22−31.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 48 | $6.03K | 0.00% | +1+2.1% | Added |
| Caitong International Asset Management Co., Ltd | 50 | $6.28K | 0.00% | +1+2.0% | Added |
