| Estate Planners Group, LLC | 1 | $136 | 0.00% | +1 | New |
| Union Bancaire Privee, UBP SA | 5,500 | $204 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $260 | 0.00% | −13−92.9% | Reduced |
| First Horizon Corp | 1 | $260 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $260 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1 | $260 | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 1 | $260 | 0.00% | +1 | New |
| NorthAvenue LLC | 1 | $260 | 0.00% | +1 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 1 | $272 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2 | $519 | 0.00% | −40−95.2% | Reduced |
| Country Trust Bank | 2 | $519 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $519 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 2 | $519 | 0.00% | +2 | New |
| United Financial Planning Group LLC | 2 | $519 | 0.00% | +2 | New |
| Bare Financial Services, Inc | 3 | $779 | 0.00% | −19−86.4% | Reduced |
| NVWM, LLC | 3 | $779 | 0.00% | −2−40.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 3 | $779 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $779 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $779 | 0.00% | +2+200.0% | Added |
| 1015 Capital Partners, LLC | 3 | $779 | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $780 | 0.00% | +2+200.0% | Added |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | +1+25.0% | Added |
| Key Financial Inc | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $1.04K | 0.00% | +2+100.0% | Added |
| Greenline Wealth Management LLC | 4 | $1.04K | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 4 | $1.06K | 0.00% | +4 | New |
| Wealth Watch Advisors, INC | 5 | $1.30K | 0.00% | −113−95.8% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 5 | $1.30K | 0.00% | −16−76.2% | Reduced |
| Albion Financial Group | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 5 | $1.30K | 0.00% | +5 | New |
| Key Capital Management, INC | 5 | $1.30K | 0.00% | +5 | New |
| TFC Financial Management | 6 | $1.56K | 0.00% | −2−25.0% | Reduced |
| Principia Wealth Advisory, LLC | 6 | $1.56K | 0.00% | +1+20.0% | Added |
| Highline Wealth Partners LLC | 6 | $1.57K | 0.00% | −5−45.5% | Reduced |
| Coston, McIsaac & Partners | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 8 | $2.08K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 8 | $2.08K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $2.08K | 0.00% | +8 | New |
| CBIZ Investment Advisory Services, LLC | 10 | $2.60K | 0.00% | −6−37.5% | Reduced |
| J.Safra Asset Management Corp | 10 | $2.60K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 10 | $2.60K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 10 | $2.60K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 11 | $2.85K | 0.00% | −9−45.0% | Reduced |
| Kilter Group LLC | 11 | $2.85K | 0.00% | −4−26.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 11 | $2.85K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.37K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 14 | $3.63K | 0.00% | −1−6.7% | Reduced |
| Cornerstone Financial Management LLC | 14 | $3.63K | 0.00% | +14 | New |
| MJT & Associates Financial Advisory Group, Inc. | 15 | $3.89K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 16 | $4.15K | 0.00% | −36−69.2% | Reduced |
| Salomon & Ludwin, LLC | 16 | $4.17K | 0.00% | −115−87.8% | Reduced |
| Abound Wealth Management | 16 | $4.21K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $4.41K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $4.41K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 17 | $4.41K | 0.00% | +17 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 17 | $4.41K | 0.01% | +17 | New |
| City Holding Co | 18 | $4.67K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 19 | $4.85K | 0.00% | +6+46.2% | Added |
| Dogwood Wealth Management LLC | 19 | $4.93K | 0.00% | −19−50.0% | Reduced |
| Leonteq Securities AG | 19 | $4.93K | 0.00% | −12−38.7% | Reduced |
| Valley National Advisers Inc | 23 | $5.00K | 0.00% | −12−34.3% | Reduced |
| Motiv8 Investments LLC | 19 | $5.00K | 0.00% | +19 | New |
| IFC & Insurance Marketing, Inc. | 18 | $5.00K | 0.00% | +18 | New |
| North Star Investment Management Corp. | 20 | $5.19K | 0.00% | −2−9.1% | Reduced |
| DT Investment Partners, LLC | 20 | $5.19K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 20 | $5.19K | 0.00% | +20 | New |
| Financial Management Professionals, Inc. | 21 | $5.45K | 0.00% | −9−30.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 21 | $5.45K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $5.97K | 0.00% | −10−30.3% | Reduced |
| Raffa Wealth Management, LLC | 23 | $5.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $6.00K | 0.00% | −24−49.0% | Reduced |
| Bogart Wealth, LLC | 24 | $6.23K | 0.00% | −3−11.1% | Reduced |
| IMG Wealth Management, Inc. | 24 | $6.23K | 0.00% | +6+33.3% | Added |
| Vision Retirement, LLC | 24 | $6.23K | 0.00% | +24 | New |
| Trust Co | 25 | $6.49K | 0.00% | −3−10.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 25 | $6.49K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 25 | $6.49K | 0.00% | +25 | New |
| Manitou Investment Management Ltd. | 27 | $7.01K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $7.01K | 0.00% | −182−87.1% | Reduced |
| NBT Bank N A | 27 | $7.01K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 29 | $7.53K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 29 | $7.54K | 0.00% | +29 | New |
| Ogorek Anthony Joseph | 33 | $8.00K | 0.00% | +6+22.2% | Added |
| Vermillion & White Wealth Management Group, LLC | 33 | $8.56K | 0.00% | +33 | New |
| Bell Investment Advisors, Inc | 33 | $8.56K | 0.00% | −8−19.5% | Reduced |
| Crewe Advisors LLC | 34 | $8.82K | 0.00% | −20−37.0% | Reduced |
| Howard Hughes Medical Institute | 34 | $8.82K | 0.01% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 34 | $8.82K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 35 | $9.08K | 0.00% | +10+40.0% | Added |
| Financial Avengers, Inc. | 36 | $9.27K | 0.00% | +1+2.9% | Added |
| Addison Advisors LLC | 37 | $9.60K | 0.00% | −7−15.9% | Reduced |
| Fortitude Family Office, LLC | 37 | $9.60K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 38 | $9.86K | 0.00% | +38 | New |
| Park Place Capital Corp | 40 | $10.4K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 41 | $10.6K | 0.00% | 00.0% | Unchanged |
