| TSFG, LLC | 41 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Street Group Inc. | 3,100 | $0 | 0.00% | +3,100 | New |
| Navigoe, LLC | 7 | $0 | 0.00% | +7 | New |
| Clark Wealth Partners | 0 | $3 | 0.00% | 0 | Unchanged |
| Acumen Wealth Advisors, LLC | 0 | $5 | 0.00% | 0 | New |
| Raffa Wealth Management, LLC | 3 | $30 | 0.00% | +3 | New |
| REAP Financial Group, LLC | 4 | $39 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 4 | $39 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 5 | $47 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 5 | $54 | 0.00% | −165−97.1% | Reduced |
| WestEnd Advisors, LLC | 7 | $69 | 0.00% | −3−30.0% | Reduced |
| MV Capital Management, Inc. | 8 | $79 | 0.00% | −88−91.7% | Reduced |
| Dunhill Financial, LLC | 8 | $79 | 0.00% | −13−61.9% | Reduced |
| Activest Wealth Management | 9 | $89 | 0.00% | +9 | New |
| NVWM, LLC | 10 | $99 | 0.00% | +4+66.7% | Added |
| DecisionPoint Financial, LLC | 11 | $112 | 0.00% | +11 | New |
| Sachetta, LLC | 15 | $140 | 0.00% | +15 | New |
| Caitong International Asset Management Co., Ltd | 16 | $158 | 0.00% | −13,043−99.9% | Reduced |
| Principia Wealth Advisory, LLC | 16 | $158 | 0.00% | −8−33.3% | Reduced |
| Caitlin John, LLC | 19 | $187 | 0.00% | −11−36.7% | Reduced |
| Oakmont Advisory Group, LLC | 19 | $187 | 0.00% | +19 | New |
| Valley National Advisers Inc | 20 | $198 | 0.00% | −651−97.0% | Reduced |
| Blume Capital Management, Inc. | 20 | $198 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 21 | $207 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 22 | $217 | 0.00% | +22 | New |
| Bay Harbor Wealth Management, LLC | 23 | $228 | 0.00% | +23 | New |
| Holos Integrated Wealth LLC | 23 | $229 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 24 | $238 | 0.00% | −779−97.0% | Reduced |
| Battery Global Advisors, LLC | 24 | $238 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 25 | $247 | 0.00% | −154−86.0% | Reduced |
| Asset Dedication, LLC | 25 | $247 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 25 | $247 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 26 | $256 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 26 | $256 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 26 | $256 | 0.00% | +26 | New |
| Pflug Koory, LLC | 27 | $266 | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 31 | $309 | 0.00% | +31 | New |
| University of Texas/Texas Am Investment Managment Co | 32 | $317 | 0.00% | −3,769−99.2% | Reduced |
| Investors Portfolio Services LLC | 33 | $325 | 0.00% | +33 | New |
| Napier Financial, LLC | 35 | $345 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $345 | 0.00% | +35 | New |
| Rossby Financial, LCC | 36 | $355 | 0.00% | +36 | New |
| Gill Capital Partners, LLC | 38 | $375 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 38 | $378 | 0.00% | −89−70.1% | Reduced |
| Lavaca Capital LLC | 39 | $385 | 0.00% | +39 | New |
| S&T Bank | 45 | $444 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 45 | $444 | 0.00% | +45 | New |
| UMA Financial Services, Inc. | 49 | $484 | 0.00% | +49 | New |
| Marquette Asset Management, LLC | 51 | $503 | 0.00% | +51 | New |
| Breakwater Investment Management | 56 | $553 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 57 | $562 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 58 | $572 | 0.00% | −69−54.3% | Reduced |
| Chesapeake Asset Management LLC | 59 | $581 | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 61 | $601 | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 66 | $651 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 67 | $661 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 74 | $730 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 79 | $779 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 79 | $781 | 0.00% | −2−2.5% | Reduced |
| Evermay Wealth Management LLC | 90 | $888 | 0.00% | +90 | New |
| Hager Investment Management Services, LLC | 94 | $927 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 95 | $937 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 96 | $947 | 0.00% | −88−47.8% | Reduced |
| Trust Co of Toledo NA | 100 | $986 | 0.00% | 00.0% | Unchanged |
| Axiom Investment Management LLC | 100 | $986 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 100 | $986 | 0.00% | +56+127.3% | Added |
| Capital Advisors, Ltd. LLC | 101 | $1.00K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 105 | $1.03K | 0.00% | +49+87.5% | Added |
| Archer Investment Corp | 111 | $1.09K | 0.00% | −99−47.1% | Reduced |
| Private Wealth Management Group, LLC | 117 | $1.15K | 0.00% | −45−27.8% | Reduced |
| Prestige Wealth Management Group LLC | 117 | $1.16K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 119 | $1.17K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 120 | $1.18K | 0.00% | −88−42.3% | Reduced |
| Cornerstone Planning Group LLC | 137 | $1.21K | 0.00% | −41−23.0% | Reduced |
| Mosley Wealth Management | 128 | $1.26K | 0.00% | +1+0.8% | Added |
| SHP Wealth Management | 128 | $1.26K | 0.00% | +69+116.9% | Added |
| Bank & Trust Co | 130 | $1.28K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 132 | $1.30K | 0.00% | +132 | New |
| Rialto Wealth Management, LLC | 134 | $1.32K | 0.00% | +90+204.5% | Added |
| Fortitude Family Office, LLC | 144 | $1.42K | 0.00% | +100+227.3% | Added |
| Wellington Shields Capital Management, LLC | 150 | $1.48K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 154 | $1.52K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 166 | $1.64K | 0.00% | +26+18.6% | Added |
| JFS Wealth Advisors, LLC | 167 | $1.65K | 0.00% | +159+1,987.5% | Added |
| St Germain D J Co Inc | 172 | $1.70K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 176 | $1.74K | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 177 | $1.75K | 0.00% | +177 | New |
| True Wealth Design, LLC | 177 | $1.75K | 0.00% | +78+78.8% | Added |
| Kimelman & Baird, LLC | 179 | $1.76K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 207 | $2.04K | 0.00% | +207 | New |
| Medallion Wealth Advisors, LLC | 211 | $2.08K | 0.00% | +2+1.0% | Added |
| Westfuller Advisors, LLC | 211 | $2.09K | 0.00% | +140+197.2% | Added |
| Brown, Lisle/Cummings, Inc. | 215 | $2.12K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 216 | $2.13K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 220 | $2.17K | 0.00% | +220 | New |
| ZRC Wealth Management, LLC | 221 | $2.18K | 0.00% | +106+92.2% | Added |
| Elevated Capital Advisors, LLC | 240 | $2.37K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 242 | $2.37K | 0.00% | +242 | New |
| Colonial Trust Advisors | 246 | $2.43K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 248 | $2.44K | 0.00% | 00.0% | Unchanged |