| TFC Financial Management | 1 | $74 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $74 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $222 | 0.00% | −5−62.5% | Reduced |
| Portus Wealth Advisors, LLC | 3 | $224 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $227 | 0.00% | +1+50.0% | Added |
| Quaker Wealth Management, LLC | 4 | $296 | 0.00% | +2+100.0% | Added |
| Raffa Wealth Management, LLC | 4 | $296 | 0.00% | +4 | New |
| Intentional Wealth Strategies, LLC | 4 | $296 | 0.00% | +4 | New |
| Trust Co | 6 | $444 | 0.00% | +2+50.0% | Added |
| Curio Wealth, LLC | 6 | $444 | 0.00% | +5+500.0% | Added |
| CoreCap Advisors, LLC | 9 | $665 | 0.00% | −18−66.7% | Reduced |
| Nemes Rush Group LLC | 9 | $665 | 0.00% | +1+12.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 9 | $665 | 0.00% | +3+50.0% | Added |
| AdvisorNet Financial, Inc | 10 | $739 | 0.00% | +3+42.9% | Added |
| Financial Management Professionals, Inc. | 10 | $739 | 0.00% | +3+42.9% | Added |
| Operose Advisors LLC | 10 | $739 | 0.00% | +10 | New |
| Atwood & Palmer Inc | 10 | $740 | 0.00% | +10 | New |
| GHP Investment Advisors, Inc. | 10 | $740 | 0.00% | +10 | New |
| Bare Financial Services, Inc | 12 | $887 | 0.00% | +4+50.0% | Added |
| Vermillion Wealth Management, Inc. | 12 | $887 | 0.00% | +12 | New |
| International Assets Investment Management, LLC | 12 | $888 | 0.00% | −14−53.8% | Reduced |
| HFM Investment Advisors, LLC | 13 | $961 | 0.00% | +4+44.4% | Added |
| Avion Wealth | 27 | $1.00K | 0.00% | +9+50.0% | Added |
| CX Institutional | 14 | $1.00K | 0.00% | +14 | New |
| Cromwell Holdings LLC | 14 | $1.03K | 0.00% | +4+40.0% | Added |
| Kilter Group LLC | 15 | $1.11K | 0.00% | +5+50.0% | Added |
| Brown, Lisle/Cummings, Inc. | 16 | $1.18K | 0.00% | +16 | New |
| Bay Harbor Wealth Management, LLC | 17 | $1.26K | 0.00% | +6+54.5% | Added |
| Principia Wealth Advisory, LLC | 19 | $1.40K | 0.00% | +7+58.3% | Added |
| Hughes Financial Services, LLC | 22 | $1.63K | 0.00% | +10+83.3% | Added |
| ZRC Wealth Management, LLC | 22 | $1.63K | 0.00% | +7+46.7% | Added |
| Rialto Wealth Management, LLC | 22 | $1.63K | 0.00% | +10+83.3% | Added |
| Atlas Capital Advisors LLC | 24 | $1.77K | 0.00% | +8+50.0% | Added |
| Glen Eagle Advisors, LLC | 25 | $1.84K | 0.00% | +8+47.1% | Added |
| Albion Financial Group | 27 | $2.00K | 0.00% | +9+50.0% | Added |
| Addison Advisors LLC | 28 | $2.07K | 0.00% | +9+47.4% | Added |
| TD Capital Management LLC | 29 | $2.12K | 0.00% | +29 | New |
| Sachetta, LLC | 30 | $2.22K | 0.00% | +4+15.4% | Added |
| Ares Financial Consulting, LLC | 31 | $2.29K | 0.00% | +10+47.6% | Added |
| Highline Wealth Partners LLC | 32 | $2.37K | 0.00% | +20+166.7% | Added |
| Manchester Capital Management LLC | 34 | $2.51K | 0.00% | +11+47.8% | Added |
| DiNuzzo Private Wealth, Inc. | 34 | $2.51K | 0.00% | +11+47.8% | Added |
| High Note Wealth, LLC | 36 | $2.66K | 0.00% | −3−7.7% | Reduced |
| IMA Wealth, Inc. | 37 | $2.73K | 0.00% | +8+27.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 37 | $2.74K | 0.00% | +12+48.0% | Added |
| Innovative Asset Advisors Group, LLC | 38 | $2.81K | 0.00% | +38 | New |
| Dunhill Financial, LLC | 38 | $2.86K | 0.00% | +36+1,800.0% | Added |
| True Link Financial Advisors, LLC | 39 | $2.88K | 0.00% | +39 | New |
| Prestige Wealth Management Group LLC | 41 | $3.03K | 0.00% | +13+46.4% | Added |
| Signature Equity Partners, LLC | 45 | $3.30K | 0.00% | +15+50.0% | Added |
| Private Trust Co NA | 45 | $3.33K | 0.00% | +15+50.0% | Added |
| SHP Wealth Management | 47 | $3.48K | 0.00% | +30+176.5% | Added |
| Plante Moran Financial Advisors, LLC | 54 | $3.99K | 0.00% | +18+50.0% | Added |
| Capital Advisors, Ltd. LLC | 48 | $4.00K | 0.00% | +16+50.0% | Added |
| UMA Financial Services, Inc. | 55 | $4.07K | 0.00% | +14+34.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 55 | $4.07K | 0.00% | +18+48.6% | Added |
| Private Wealth Management Group, LLC | 58 | $4.29K | 0.00% | +19+48.7% | Added |
| Webster Bank, N. A. | 63 | $4.66K | 0.00% | +21+50.0% | Added |
| Rossby Financial, LCC | 71 | $5.25K | 0.00% | +69+3,450.0% | Added |
| Millstone Evans Group, LLC | 72 | $5.32K | 0.00% | +24+50.0% | Added |
| Daytona Street Capital LLC | 72 | $5.41K | 0.00% | +24+50.0% | Added |
| WealthCollab, LLC | 76 | $5.62K | 0.00% | +25+49.0% | Added |
| South State Corp. | 77 | $5.69K | 0.00% | +30+63.8% | Added |
| North Star Investment Management Corp. | 81 | $6.01K | 0.00% | +2+2.5% | Added |
| American National Bank | 82 | $6.06K | 0.00% | +27+49.1% | Added |
| Arlington Trust Co LLC | 85 | $6.28K | 0.00% | +85 | New |
| Torren Management, LLC | 85 | $6.29K | 0.00% | −1,673−95.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 86 | $6.43K | 0.00% | +44+104.8% | Added |
| Bell Investment Advisors, Inc | 91 | $6.73K | 0.00% | −15−14.2% | Reduced |
| Sunbelt Securities, Inc. | 93 | $6.88K | 0.00% | +31+50.0% | Added |
| Basepoint Wealth LLC | 103 | $7.63K | 0.00% | +35+51.5% | Added |
| Retirement Wealth Solutions LLC | 104 | $7.72K | 0.00% | +37+55.2% | Added |
| Cornerstone Planning Group LLC | 112 | $8.71K | 0.00% | +38+51.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 125 | $9.24K | 0.00% | +125 | New |
| Global X Japan Co., Ltd. | 132 | $9.76K | 0.00% | +132 | New |
| Farmers & Merchants Investments Inc | 133 | $9.83K | 0.00% | +41+44.6% | Added |
| Owl Creek Wealth Partners LLC | 134 | $9.91K | 0.00% | +134 | New |
| Frazier Financial Advisors, LLC | 141 | $10.4K | 0.01% | +47+50.0% | Added |
| Boreal Capital Management LLC | 145 | $10.7K | 0.01% | +48+49.5% | Added |
| Dogwood Wealth Management LLC | 168 | $12.4K | 0.01% | +71+73.2% | Added |
| Whittier Trust Co of Nevada Inc | 176 | $12.9K | 0.00% | +109+162.7% | Added |
| WPG Advisers, LLC | 177 | $13.1K | 0.01% | +30+20.4% | Added |
| Oakworth Capital, Inc. | 186 | $13.7K | 0.00% | +62+50.0% | Added |
| First Pacific Financial | 200 | $14.8K | 0.00% | +114+132.6% | Added |
| JFS Wealth Advisors, LLC | 205 | $15.2K | 0.00% | +73+55.3% | Added |
| Strategic Wealth Partners, Ltd. | 208 | $15.4K | 0.00% | +208 | New |
| Creative Financial Designs Inc | 213 | $15.7K | 0.00% | +70+49.0% | Added |
| CVA Family Office, LLC | 213 | $15.7K | 0.00% | +196+1,152.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 215 | $15.9K | 0.00% | +71+49.3% | Added |
| Central Trust Co | 220 | $16.3K | 0.00% | +71+47.7% | Added |
| Salem Investment Counselors Inc | 225 | $16.6K | 0.00% | +225 | New |
| Salomon & Ludwin, LLC | 259 | $19.2K | 0.00% | +86+49.7% | Added |
| Fortitude Family Office, LLC | 263 | $19.4K | 0.00% | +101+62.3% | Added |
| Measured Wealth Private Client Group, LLC | 274 | $20.3K | 0.01% | −363−57.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 277 | $20.5K | 0.00% | +66+31.3% | Added |
| MidFirst Bank | 280 | $20.7K | 0.00% | +93+49.7% | Added |
| V-Square Quantitative Management LLC | 303 | $22.4K | 0.00% | +122+67.4% | Added |
| Osterweis Capital Management Inc | 318 | $23.5K | 0.00% | +106+50.0% | Added |
| JPL Wealth Management, LLC | 320 | $23.7K | 0.01% | +320 | New |
| Basecamp Wealth Advisors LLC | 334 | $24.7K | 0.01% | +111+49.8% | Added |
