| Avion Wealth | 11 | $0 | 0.00% | +11 | New |
| CWM Advisors, LLC | 0 | $9 | 0.00% | 0 | Unchanged |
| Curio Wealth, LLC | 1 | $43 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $79 | 0.00% | −1−50.0% | Reduced |
| Quaker Wealth Management, LLC | 2 | $86 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 3 | $128 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $128 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 4 | $171 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $255 | 0.00% | −3−33.3% | Reduced |
| AdvisorNet Financial, Inc | 8 | $340 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 8 | $340 | 0.00% | +8 | New |
| Operose Advisors LLC | 8 | $340 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $341 | 0.00% | −3−27.3% | Reduced |
| USA Financial Portformulas Corp | 9 | $383 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $424 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 10 | $426 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $426 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 10 | $426 | 0.00% | +10 | New |
| Kilter Group LLC | 11 | $469 | 0.00% | +11 | New |
| Vermillion Wealth Management, Inc. | 12 | $511 | 0.00% | +12 | New |
| Bare Financial Services, Inc | 12 | $511 | 0.00% | +12 | New |
| Bruce G. Allen Investments, LLC | 13 | $553 | 0.00% | +13 | New |
| South State Corp. | 13 | $554 | 0.00% | +13 | New |
| Principia Wealth Advisory, LLC | 15 | $638 | 0.00% | +14+1,400.0% | Added |
| DiNuzzo Private Wealth, Inc. | 16 | $681 | 0.00% | −6−27.3% | Reduced |
| Lloyd Advisory Services, LLC. | 18 | $766 | 0.00% | +18 | New |
| Kingdom Financial Group LLC. | 18 | $766 | 0.00% | +18 | New |
| Manchester Capital Management LLC | 18 | $767 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 18 | $767 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $809 | 0.00% | −56−74.7% | Reduced |
| Golden State Equity Partners | 20 | $851 | 0.00% | +20 | New |
| Bay Harbor Wealth Management, LLC | 21 | $893 | 0.00% | +12+133.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 21 | $894 | 0.00% | +5+31.3% | Added |
| Park Place Capital Corp | 22 | $936 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 22 | $936 | 0.00% | +22 | New |
| Cornerstone Financial Management LLC | 26 | $1.11K | 0.00% | +16+160.0% | Added |
| Valued Wealth Advisors LLC | 29 | $1.24K | 0.00% | +29 | New |
| Clearstead Advisors, LLC | 30 | $1.28K | 0.00% | −314−91.3% | Reduced |
| Fortitude Family Office, LLC | 30 | $1.28K | 0.00% | +8+36.4% | Added |
| Keating Financial Advisory Services, Inc. | 32 | $1.36K | 0.00% | −2−5.9% | Reduced |
| Westside Investment Management, Inc. | 34 | $1.45K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 34 | $1.45K | 0.00% | +34 | New |
| Marquette Asset Management, LLC | 34 | $1.45K | 0.00% | +34 | New |
| Bank of Jackson Hole Trust | 35 | $1.49K | 0.00% | −69−66.3% | Reduced |
| Medallion Wealth Advisors, LLC | 40 | $1.71K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 41 | $1.75K | 0.00% | +3+7.9% | Added |
| Atlantic Trust, LLC | 42 | $1.79K | 0.00% | +42 | New |
| Bogart Wealth, LLC | 45 | $1.92K | 0.00% | +36+400.0% | Added |
| ZRC Wealth Management, LLC | 49 | $2.09K | 0.00% | +49 | New |
| SHP Wealth Management | 52 | $2.21K | 0.00% | +52 | New |
| IFM Investors Pty Ltd | 53 | $2.26K | 0.00% | +53 | New |
| Sunbelt Securities, Inc. | 58 | $2.47K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 60 | $2.55K | 0.00% | +18+42.9% | Added |
| Investors Portfolio Services LLC | 65 | $2.75K | 0.00% | +16+32.7% | Added |
| SJS Investment Consulting Inc. | 71 | $3.02K | 0.00% | +59+491.7% | Added |
| Private Wealth Management Group, LLC | 72 | $3.06K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 78 | $3.32K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 86 | $3.66K | 0.00% | −34−28.3% | Reduced |
| HM Payson & Co | 100 | $4.26K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 100 | $4.26K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 104 | $4.43K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 105 | $4.47K | 0.00% | +96+1,066.7% | Added |
| Rakuten Securities, Inc. | 122 | $5.19K | 0.00% | −10−7.6% | Reduced |
| Capital Advisors, Ltd. LLC | 145 | $6.00K | 0.00% | +11+8.2% | Added |
| Sachetta, LLC | 150 | $6.38K | 0.00% | +150 | New |
| Spire Wealth Management | 156 | $6.64K | 0.00% | −9−5.5% | Reduced |
| LRI Investments, LLC | 156 | $6.66K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 163 | $6.94K | 0.00% | +163 | New |
| Basecamp Wealth Advisors LLC | 171 | $7.28K | 0.00% | +88+106.0% | Added |
| Wiser Advisor Group LLC | 177 | $7.54K | 0.01% | +151+580.8% | Added |
| JPL Wealth Management, LLC | 179 | $7.62K | 0.00% | +179 | New |
| CVA Family Office, LLC | 193 | $8.21K | 0.00% | +170+739.1% | Added |
| PFS Partners, LLC | 193 | $8.21K | 0.00% | −207−51.7% | Reduced |
| Larson Financial Group LLC | 200 | $8.51K | 0.00% | +16+8.7% | Added |
| Whittier Trust Co of Nevada Inc | 211 | $8.96K | 0.00% | +157+290.7% | Added |
| Brown Brothers Harriman & Co | 214 | $9.11K | 0.00% | −496−69.9% | Reduced |
| Massmutual Trust Co FSB | 214 | $9.11K | 0.00% | +188+723.1% | Added |
| Harbour Investments, Inc. | 228 | $9.70K | 0.00% | +84+58.3% | Added |
| First Horizon Corp | 233 | $9.92K | 0.00% | +233 | New |
| Bell Investment Advisors, Inc | 245 | $10.4K | 0.00% | +77+45.8% | Added |
| WealthCollab, LLC | 247 | $10.5K | 0.00% | +247 | New |
| Proffitt & Goodson Inc | 250 | $10.6K | 0.00% | +250 | New |
| Colonial Trust Co | 258 | $11.0K | 0.00% | +150+138.9% | Added |
| Leonteq Securities AG | 262 | $11.2K | 0.00% | −705−72.9% | Reduced |
| Root Financial Partners, LLC | 279 | $11.9K | 0.00% | −116−29.4% | Reduced |
| Centerpoint Advisors, LLC | 304 | $13.0K | 0.00% | +304 | New |
| Clear Street Markets LLC | 375 | $16.0K | 0.01% | +375 | New |
| Covestor Ltd | 372 | $16.0K | 0.01% | −116−23.8% | Reduced |
| Cornerstone Planning Group LLC | 455 | $16.8K | 0.00% | +455 | New |
| Nisa Investment Advisors, LLC | 405 | $17.2K | 0.00% | +325+406.3% | Added |
| Financial Management Professionals, Inc. | 416 | $17.7K | 0.00% | −4−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 419 | $17.8K | 0.00% | +208+98.6% | Added |
| CoreCap Advisors, LLC | 429 | $18.3K | 0.00% | −913−68.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 442 | $18.8K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 462 | $19.5K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 492 | $20.9K | 0.09% | +199+67.9% | Added |
| Hazlett, Burt & Watson, Inc. | 490 | $21.0K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 583 | $24.8K | 0.00% | −519−47.1% | Reduced |
| Mather Group, LLC. | 590 | $25.1K | 0.00% | +590 | New |
| Quarry LP | 683 | $29.1K | 0.01% | +683 | New |
