| Beaird Harris Wealth Management, LLC | 1 | $212 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 1 | $212 | 0.00% | +1 | New |
| Signature Resources Capital Management, LLC | 2 | $424 | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 2 | $424 | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $431 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $636 | 0.00% | −1−25.0% | Reduced |
| Armstrong Advisory Group, Inc | 3 | $636 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $636 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 3 | $640 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 4 | $848 | 0.00% | −2−33.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4 | $848 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 4 | $848 | 0.00% | +4 | New |
| Manning & Napier Advisors LLC | 4 | $859 | 0.00% | +4 | New |
| Harvest Fund Management Co., Ltd | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5 | $1.06K | 0.00% | −2−28.6% | Reduced |
| Anfield Capital Management, LLC | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 5 | $1.06K | 0.00% | +5 | New |
| BankPlus Trust Department | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 7 | $1.48K | 0.01% | −17−70.8% | Reduced |
| 1015 Capital Partners, LLC | 7 | $1.48K | 0.00% | +7 | New |
| Whipplewood Advisors, LLC | 8 | $1.70K | 0.00% | +8 | New |
| Nemes Rush Group LLC | 9 | $1.91K | 0.00% | +3+50.0% | Added |
| Cranbrook Wealth Management, LLC | 9 | $1.91K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $1.91K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $2.12K | 0.00% | −157−94.0% | Reduced |
| Horizon Financial Services, LLC | 10 | $2.12K | 0.00% | −11−52.4% | Reduced |
| Essential Partners LLC | 10 | $2.12K | 0.00% | −9−47.4% | Reduced |
| Clark Wealth Partners | 10 | $2.12K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 10 | $2.12K | 0.00% | +10 | New |
| Investors Portfolio Services LLC | 10 | $2.20K | 0.00% | +10 | New |
| Triumph Capital Management | 11 | $2.33K | 0.00% | +11 | New |
| IMG Wealth Management, Inc. | 11 | $2.33K | 0.00% | +11 | New |
| TD Capital Management LLC | 12 | $2.58K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 13 | $2.75K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 14 | $2.97K | 0.00% | −5−26.3% | Reduced |
| Hughes Financial Services, LLC | 14 | $2.97K | 0.00% | +1+7.7% | Added |
| High Note Wealth, LLC | 15 | $3.18K | 0.00% | +13+650.0% | Added |
| Toth Financial Advisory Corp | 15 | $3.18K | 0.00% | +15 | New |
| ZRC Wealth Management, LLC | 16 | $3.39K | 0.00% | +13+433.3% | Added |
| Chilton Capital Management LLC | 16 | $3.39K | 0.00% | +16 | New |
| Estate Planners Group, LLC | 16 | $3.47K | 0.00% | +16 | New |
| Red Tortoise LLC | 17 | $3.60K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 18 | $3.81K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 17 | $4.24K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $4.45K | 0.00% | +12+133.3% | Added |
| Turning Point Benefit Group, Inc. | 21 | $4.45K | 0.00% | +13+162.5% | Added |
| True Wealth Design, LLC | 21 | $4.45K | 0.00% | −86−80.4% | Reduced |
| Kilter Group LLC | 21 | $4.45K | 0.00% | −12−36.4% | Reduced |
| LRI Investments, LLC | 22 | $4.66K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 22 | $4.66K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 22 | $4.66K | 0.00% | +7+46.7% | Added |
| Bravera Wealth | 23 | $4.87K | 0.00% | +23 | New |
| Penserra Capital Management LLC | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 24 | $5.09K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $5.09K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 24 | $5.09K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 25 | $5.32K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 26 | $5.51K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 26 | $5.51K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 26 | $5.51K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 27 | $5.72K | 0.00% | −9−25.0% | Reduced |
| Retirement Wealth Solutions LLC | 28 | $5.88K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 28 | $5.93K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 28 | $5.93K | 0.00% | +28 | New |
| MJT & Associates Financial Advisory Group, Inc. | 28 | $5.93K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $6.15K | 0.00% | −99−77.3% | Reduced |
| Abound Wealth Management | 29 | $6.19K | 0.00% | +1+3.6% | Added |
| Flagship Harbor Advisors, LLC | 30 | $6.36K | 0.00% | −1,833−98.4% | Reduced |
| TFC Financial Management | 31 | $6.57K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 31 | $6.63K | 0.00% | +2+6.9% | Added |
| Highline Wealth Partners LLC | 32 | $6.78K | 0.00% | +21+190.9% | Added |
| Y.D. More Investments Ltd | 10,824 | $7.19K | 0.00% | +10,824 | New |
| Caitong International Asset Management Co., Ltd | 34 | $7.21K | 0.00% | −540−94.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 35 | $7.42K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 35 | $7.42K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 36 | $7.63K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 37 | $7.84K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 37 | $7.84K | 0.00% | +37 | New |
| Crewe Advisors LLC | 39 | $8.27K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 39 | $8.27K | 0.00% | +4+11.4% | Added |
| Financial Management Professionals, Inc. | 41 | $8.69K | 0.00% | +13+46.4% | Added |
| First Command Advisory Services, Inc. | 42 | $8.90K | 0.00% | +39+1,300.0% | Added |
| Howard Hughes Medical Institute | 43 | $9.11K | 0.01% | 00.0% | Unchanged |
| Quattro Advisors LLC | 43 | $9.16K | 0.01% | +43 | New |
| Mark Sheptoff Financial Planning, LLC | 45 | $9.54K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 45 | $9.54K | 0.00% | 00.0% | Unchanged |
| American National Bank | 45 | $9.54K | 0.00% | +1+2.3% | Added |
| Measured Wealth Private Client Group, LLC | 46 | $9.75K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 46 | $9.75K | 0.00% | +46 | New |
| Westend Capital Management, LLC | 47 | $9.96K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 47 | $9.96K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 48 | $10.0K | 0.00% | +48 | New |
| MidFirst Bank | 49 | $10.4K | 0.00% | +49 | New |
| Cornerstone Financial Management LLC | 51 | $10.8K | 0.01% | +51 | New |
| Avion Wealth | 52 | $11.0K | 0.00% | +1+2.0% | Added |
| IFC & Insurance Marketing, Inc. | 52 | $11.0K | 0.01% | +52 | New |
| Coston, McIsaac & Partners | 58 | $12.0K | 0.00% | −6−9.4% | Reduced |
| Raffa Wealth Management, LLC | 60 | $12.7K | 0.00% | 00.0% | Unchanged |
| Quintet Private Bank (Europe) S.A. | 60 | $12.7K | 0.00% | 00.0% | Unchanged |