| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Retirement Wealth Solutions LLC | 1 | $90 | 0.00% | −19−95.0% | Reduced |
| High Note Wealth, LLC | 2 | $180 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2 | $180 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 3 | $270 | 0.00% | +2+200.0% | Added |
| Dunhill Financial, LLC | 4 | $334 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 4 | $360 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $450 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $450 | 0.00% | +5 | New |
| CVA Family Office, LLC | 5 | $450 | 0.00% | +5 | New |
| 1015 Capital Partners, LLC | 7 | $629 | 0.00% | +7 | New |
| South State Corp. | 7 | $630 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 8 | $691 | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 8 | $719 | 0.00% | +1+14.3% | Added |
| Optima Capital LLC | 10 | $899 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 10 | $900 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $989 | 0.00% | −1−8.3% | Reduced |
| True Wealth Design, LLC | 11 | $990 | 0.00% | −3−21.4% | Reduced |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $1.26K | 0.00% | +5+55.6% | Added |
| Raffa Wealth Management, LLC | 14 | $1.26K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 15 | $1.35K | 0.00% | −262−94.6% | Reduced |
| Albion Financial Group | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $1.35K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 15 | $1.35K | 0.00% | +15 | New |
| Toronto Dominion Bank | 15 | $1.36K | 0.00% | −39,885−100.0% | Reduced |
| SJS Investment Consulting Inc. | 16 | $1.44K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $1.44K | 0.00% | +12+300.0% | Added |
| United Financial Planning Group LLC | 16 | $1.44K | 0.00% | +16 | New |
| Rothschild Investment LLC | 17 | $1.54K | 0.00% | +5+41.7% | Added |
| ZRC Wealth Management, LLC | 18 | $1.62K | 0.00% | +18 | New |
| Rosenberg Matthew Hamilton | 19 | $1.71K | 0.00% | +19 | New |
| Cornerstone Financial Management LLC | 20 | $1.80K | 0.00% | +20 | New |
| Global Trust Asset Management, LLC | 21 | $1.89K | 0.00% | +21 | New |
| Plante Moran Financial Advisors, LLC | 24 | $2.16K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 24 | $2.16K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 24 | $2.16K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $2.16K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 27 | $2.43K | 0.00% | +27 | New |
| Elevated Capital Advisors, LLC | 28 | $2.52K | 0.00% | +28 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 30 | $2.70K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 33 | $2.97K | 0.00% | +33 | New |
| Harbour Investments, Inc. | 34 | $3.06K | 0.00% | −50−59.5% | Reduced |
| Meeder Asset Management Inc | 34 | $3.06K | 0.00% | −1−2.9% | Reduced |
| Financial Network Wealth Advisors LLC | 37 | $3.33K | 0.00% | +37 | New |
| Private Trust Co NA | 38 | $3.42K | 0.00% | −74−66.1% | Reduced |
| Bellevue Asset Management, LLC | 40 | $3.60K | 0.00% | +13+48.1% | Added |
| Rialto Wealth Management, LLC | 40 | $3.60K | 0.00% | −1−2.4% | Reduced |
| Quent Capital, LLC | 40 | $3.60K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 41 | $3.69K | 0.00% | +6+17.1% | Added |
| Networth Advisors, LLC | 43 | $3.87K | 0.00% | +43 | New |
| Bogart Wealth, LLC | 50 | $4.50K | 0.00% | +1+2.0% | Added |
| Medallion Wealth Advisors, LLC | 53 | $4.77K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 60 | $5.39K | 0.00% | +60 | New |
| Rossby Financial, LCC | 63 | $5.67K | 0.00% | +26+70.3% | Added |
| Avalon Trust Co | 65 | $5.84K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 68 | $6.11K | 0.00% | +2+3.0% | Added |
| Legacy Wealth Managment, LLC | 79 | $7.10K | 0.00% | +28+54.9% | Added |
| Roxbury Financial LLC | 81 | $7.28K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 89 | $8.00K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 90 | $8.09K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 91 | $8.18K | 0.00% | +1+1.1% | Added |
| SBI Securities Co., Ltd. | 91 | $8.18K | 0.00% | +10+12.3% | Added |
| Sound Income Strategies, LLC | 85 | $8.30K | 0.00% | +85 | New |
| TD Waterhouse Canada Inc. | 100 | $8.99K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 102 | $9.17K | 0.00% | −71−41.0% | Reduced |
| TD Private Client Wealth LLC | 103 | $9.26K | 0.00% | +59+134.1% | Added |
| Toth Financial Advisory Corp | 115 | $10.3K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 120 | $10.8K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 129 | $11.6K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 125 | $12.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 134 | $12.1K | 0.00% | −3−2.2% | Reduced |
| Farmers & Merchants Investments Inc | 140 | $12.6K | 0.00% | +3+2.2% | Added |
| JFS Wealth Advisors, LLC | 141 | $12.7K | 0.00% | +38+36.9% | Added |
| International Assets Investment Management, LLC | 143 | $12.9K | 0.00% | +143 | New |
| Contravisory Investment Management, Inc. | 147 | $13.2K | 0.00% | −101−40.7% | Reduced |
| Acumen Wealth Advisors, LLC | 148 | $13.3K | 0.00% | +148 | New |
| Atlantic Trust, LLC | 149 | $13.4K | 0.00% | +17+12.9% | Added |
| Steward Partners Investment Advisory, LLC | 163 | $14.7K | 0.00% | +17+11.6% | Added |
| Keating Financial Advisory Services, Inc. | 166 | $14.9K | 0.00% | +166 | New |
| Salomon & Ludwin, LLC | 171 | $15.1K | 0.00% | +171 | New |
| Whittier Trust Co of Nevada Inc | 173 | $15.1K | 0.00% | −99−36.4% | Reduced |
| Elyxium Wealth, LLC | 176 | $15.8K | 0.00% | +176 | New |
| Commonwealth Retirement Investments LLC | 185 | $16.6K | 0.01% | +185 | New |
| Walleye Capital LLC | 188 | $16.9K | 0.00% | +188 | New |
| Smithfield Trust Co | 213 | $18.0K | 0.00% | +8+3.9% | Added |
| Brown Brothers Harriman & Co | 201 | $18.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 221 | $19.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 219 | $19.7K | 0.00% | +219 | New |
| Central Trust Co | 231 | $20.8K | 0.00% | −199−46.3% | Reduced |
| IFP Advisors, Inc | 235 | $21.1K | 0.00% | +35+17.5% | Added |
| Bell Investment Advisors, Inc | 247 | $22.2K | 0.00% | +80+47.9% | Added |
| Huntington National Bank | 259 | $23.3K | 0.00% | +4+1.6% | Added |
| Kingdom Financial Group LLC. | 269 | $24.2K | 0.01% | +269 | New |
| Millstone Evans Group, LLC | 302 | $27.2K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 345 | $31.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 374 | $33.6K | 0.00% | −14−3.6% | Reduced |
| Central Pacific Bank - Trust Division | 387 | $34.8K | 0.00% | −79−17.0% | Reduced |
| Root Financial Partners, LLC | 401 | $36.1K | 0.00% | +26+6.9% | Added |
| TD Capital Management LLC | 447 | $40.2K | 0.00% | 00.0% | Unchanged |