| American Capital Advisory, LLC | 1 | $86 | 0.00% | −2−66.7% | Reduced |
| Curio Wealth, LLC | 1 | $86 | 0.00% | +1 | New |
| High Note Wealth, LLC | 2 | $171 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 2 | $171 | 0.00% | +2 | New |
| NBC Securities, Inc. | 3 | $256 | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 4 | $343 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4 | $343 | 0.00% | +4 | New |
| Trust Co | 5 | $428 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $514 | 0.00% | −62−91.2% | Reduced |
| Hughes Financial Services, LLC | 7 | $600 | 0.00% | −1−12.5% | Reduced |
| South State Corp. | 7 | $600 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 7 | $600 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 7 | $600 | 0.00% | +7 | New |
| Basecamp Wealth Advisors LLC | 8 | $658 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 8 | $685 | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 8 | $685 | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 9 | $771 | 0.00% | −1−10.0% | Reduced |
| WPG Advisers, LLC | 11 | $942 | 0.00% | −13−54.2% | Reduced |
| Intentional Wealth Strategies, LLC | 11 | $942 | 0.00% | +11 | New |
| True Wealth Design, LLC | 11 | $943 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 12 | $1.03K | 0.00% | −4−25.0% | Reduced |
| Principia Wealth Advisory, LLC | 13 | $1.11K | 0.00% | +2+18.2% | Added |
| Montag A & Associates Inc | 14 | $1.23K | 0.00% | +14 | New |
| Albion Financial Group | 15 | $1.28K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $1.28K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 15 | $1.28K | 0.00% | +14+1,400.0% | Added |
| United Financial Planning Group LLC | 16 | $1.37K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.46K | 0.00% | +3+21.4% | Added |
| Rothschild Investment LLC | 17 | $1.47K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 18 | $1.54K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 19 | $1.63K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 23 | $2.03K | 0.00% | +19+475.0% | Added |
| Private Wealth Management Group, LLC | 24 | $2.06K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 24 | $2.06K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 24 | $2.06K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 25 | $2.14K | 0.00% | +11+78.6% | Added |
| Torren Management, LLC | 26 | $2.23K | 0.00% | −425−94.2% | Reduced |
| Cornerstone Financial Management LLC | 26 | $2.23K | 0.00% | +6+30.0% | Added |
| Signature Equity Partners, LLC | 26 | $2.23K | 0.00% | +11+73.3% | Added |
| Elevated Capital Advisors, LLC | 28 | $2.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 28 | $2.40K | 0.00% | +12+75.0% | Added |
| Sachetta, LLC | 28 | $2.40K | 0.00% | +28 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 30 | $2.57K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 30 | $2.57K | 0.00% | +30 | New |
| Marquette Asset Management, LLC | 33 | $2.83K | 0.00% | −8−19.5% | Reduced |
| Harbour Investments, Inc. | 33 | $2.83K | 0.00% | −1−2.9% | Reduced |
| Private Trust Co NA | 38 | $3.25K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 39 | $3.34K | 0.00% | +39 | New |
| Quent Capital, LLC | 40 | $3.43K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 43 | $3.68K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 44 | $3.77K | 0.00% | +4+10.0% | Added |
| Financial Network Wealth Advisors LLC | 49 | $4.20K | 0.00% | +12+32.4% | Added |
| Clearstead Advisors, LLC | 51 | $4.37K | 0.00% | −536−91.3% | Reduced |
| Bogart Wealth, LLC | 52 | $4.45K | 0.00% | +2+4.0% | Added |
| Salem Investment Counselors Inc | 52 | $4.46K | 0.00% | +52 | New |
| Medallion Wealth Advisors, LLC | 53 | $4.54K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 55 | $4.71K | 0.00% | +55 | New |
| Triumph Capital Management | 60 | $5.14K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 61 | $5.23K | 0.00% | −73−54.5% | Reduced |
| Avalon Trust Co | 65 | $5.57K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 69 | $5.91K | 0.00% | −22−24.2% | Reduced |
| Legacy Wealth Managment, LLC | 79 | $6.77K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 81 | $6.94K | 0.01% | −8−9.0% | Reduced |
| Roxbury Financial LLC | 81 | $6.94K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 77 | $7.00K | 0.00% | −723−90.4% | Reduced |
| Sound Income Strategies, LLC | 84 | $7.08K | 0.00% | −1−1.2% | Reduced |
| Colonial Trust Advisors | 85 | $7.28K | 0.00% | +85 | New |
| Central Trust Co | 85 | $7.28K | 0.00% | −146−63.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 86 | $7.37K | 0.00% | +86 | New |
| Scarborough Advisors, LLC | 90 | $7.71K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 101 | $8.65K | 0.00% | −2−1.9% | Reduced |
| Washington Trust Advisors, Inc. | 102 | $8.74K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 115 | $9.85K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 121 | $10.4K | 0.00% | −28−18.8% | Reduced |
| First Horizon Corp | 125 | $10.7K | 0.00% | +5+4.2% | Added |
| Fortitude Family Office, LLC | 129 | $11.1K | 0.00% | +38+41.8% | Added |
| Transamerica Financial Advisors, Inc. | 129 | $11.1K | 0.00% | +129 | New |
| WealthCollab, LLC | 129 | $11.1K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 136 | $11.7K | 0.00% | +102+300.0% | Added |
| Farmers & Merchants Investments Inc | 140 | $12.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 143 | $12.3K | 0.00% | +2+1.4% | Added |
| Contravisory Investment Management, Inc. | 147 | $12.6K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 152 | $13.0K | 0.00% | +152 | New |
| Vaughan Nelson Investment Management, L.P. | 160 | $13.7K | 0.00% | −440,986−100.0% | Reduced |
| Bell Investment Advisors, Inc | 167 | $14.3K | 0.00% | −80−32.4% | Reduced |
| Whittier Trust Co of Nevada Inc | 169 | $14.5K | 0.00% | −4−2.3% | Reduced |
| International Assets Investment Management, LLC | 173 | $14.6K | 0.00% | +30+21.0% | Added |
| CVA Family Office, LLC | 177 | $15.2K | 0.00% | +172+3,440.0% | Added |
| Ares Financial Consulting, LLC | 185 | $15.6K | 0.01% | +185 | New |
| Keating Financial Advisory Services, Inc. | 187 | $16.0K | 0.00% | +21+12.7% | Added |
| Smithfield Trust Co | 213 | $17.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 201 | $17.2K | 0.00% | −900−81.7% | Reduced |
| Brown Brothers Harriman & Co | 201 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 209 | $17.9K | 0.01% | +209 | New |
| Owl Creek Wealth Partners LLC | 213 | $18.2K | 0.01% | +213 | New |
| Rossby Financial, LCC | 218 | $18.4K | 0.00% | +155+246.0% | Added |
| Golden State Equity Partners | 218 | $18.7K | 0.00% | +218 | New |
| Acumen Wealth Advisors, LLC | 226 | $19.4K | 0.01% | +78+52.7% | Added |
| IFP Advisors, Inc | 235 | $20.1K | 0.00% | 00.0% | Unchanged |