| Avion Wealth | 3 | $0 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 1 | $169 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $169 | 0.00% | +1 | New |
| Cassaday & Co Wealth Management LLC | 1 | $169 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $337 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $337 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $337 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $337 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $338 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3 | $506 | 0.00% | −76−96.2% | Reduced |
| Zions Bancorporation, National Association | 3 | $506 | 0.00% | +3 | New |
| SHP Wealth Management | 3 | $506 | 0.00% | +3 | New |
| Curio Wealth, LLC | 3 | $506 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $507 | 0.00% | +3 | New |
| Leonteq Securities AG | 4 | $675 | 0.00% | +1+33.3% | Added |
| Financial Management Professionals, Inc. | 5 | $844 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $844 | 0.00% | +5 | New |
| Bare Financial Services, Inc | 5 | $844 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 6 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 6 | $1.01K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6 | $1.01K | 0.00% | +6 | New |
| Vermillion Wealth Management, Inc. | 6 | $1.01K | 0.00% | +6 | New |
| Albion Financial Group | 6 | $1.01K | 0.00% | +6 | New |
| Frazier Financial Advisors, LLC | 6 | $1.01K | 0.00% | +6 | New |
| Signature Equity Partners, LLC | 6 | $1.02K | 0.00% | +1+20.0% | Added |
| Key Financial Inc | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $1.18K | 0.00% | +2+40.0% | Added |
| Dunhill Financial, LLC | 7 | $1.29K | 0.00% | +5+250.0% | Added |
| Bruce G. Allen Investments, LLC | 8 | $1.35K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 8 | $1.49K | 0.00% | −2−20.0% | Reduced |
| Innovative Asset Advisors Group, LLC | 10 | $1.69K | 0.00% | +10 | New |
| Manchester Capital Management LLC | 10 | $1.69K | 0.00% | +2+25.0% | Added |
| Delta Asset Management LLC | 12 | $2.02K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 12 | $2.02K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12 | $2.02K | 0.00% | +1+9.1% | Added |
| Cromwell Holdings LLC | 12 | $2.02K | 0.00% | +4+50.0% | Added |
| Operose Advisors LLC | 12 | $2.02K | 0.00% | +12 | New |
| Sunrise Financial Services, LLC | 14 | $2.36K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $2.36K | 0.00% | +7+100.0% | Added |
| North Star Investment Management Corp. | 14 | $2.36K | 0.00% | +14 | New |
| Bay Harbor Wealth Management, LLC | 15 | $2.53K | 0.00% | +6+66.7% | Added |
| Private Wealth Management Group, LLC | 15 | $2.53K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 15 | $2.53K | 0.00% | +15 | New |
| Brown, Lisle/Cummings, Inc. | 16 | $2.70K | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 13 | $2.82K | 0.00% | +13 | New |
| Dogwood Wealth Management LLC | 17 | $2.87K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $2.87K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 18 | $3.04K | 0.00% | −285−94.1% | Reduced |
| Rialto Wealth Management, LLC | 23 | $3.88K | 0.00% | +9+64.3% | Added |
| Intentional Wealth Strategies, LLC | 24 | $4.05K | 0.00% | +24 | New |
| WealthCollab, LLC | 24 | $4.05K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 25 | $4.22K | 0.00% | +25 | New |
| Fairman Group, LLC | 26 | $4.39K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 24 | $4.49K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 23 | $4.66K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 28 | $4.72K | 0.00% | +28 | New |
| Brown Brothers Harriman & Co | 29 | $4.89K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 29 | $4.89K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 30 | $5.06K | 0.00% | −206−87.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 31 | $5.36K | 0.00% | +24+342.9% | Added |
| Pinnacle Bancorp, Inc. | 34 | $5.74K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 34 | $5.74K | 0.00% | +34 | New |
| RMG Wealth Management LLC | 25 | $5.93K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 38 | $6.41K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 38 | $6.41K | 0.00% | +20+111.1% | Added |
| LGT Financial Advisors LLC | 38 | $6.43K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 40 | $6.75K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 41 | $6.92K | 0.00% | +1+2.5% | Added |
| Glen Eagle Advisors, LLC | 48 | $8.10K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 50 | $8.44K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 50 | $8.44K | 0.00% | +33+194.1% | Added |
| JPL Wealth Management, LLC | 51 | $8.61K | 0.00% | +51 | New |
| Smithfield Trust Co | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 56 | $9.45K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 56 | $9.45K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 57 | $9.62K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 58 | $9.79K | 0.00% | +7+13.7% | Added |
| Farmers & Merchants Investments Inc | 60 | $10.1K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 60 | $10.1K | 0.00% | +60 | New |
| Covestor Ltd | 63 | $11.0K | 0.01% | −45−41.7% | Reduced |
| JFS Wealth Advisors, LLC | 66 | $11.1K | 0.00% | +4+6.5% | Added |
| Whittier Trust Co of Nevada Inc | 58 | $11.2K | 0.00% | +9+18.4% | Added |
| Mather Group, LLC. | 69 | $11.6K | 0.00% | +69 | New |
| Fortitude Family Office, LLC | 72 | $12.1K | 0.00% | +39+118.2% | Added |
| Rakuten Securities, Inc. | 73 | $12.3K | 0.01% | +63+630.0% | Added |
| Kemnay Advisory Services Inc. | 73 | $12.3K | 0.00% | +73 | New |
| Torren Management, LLC | 76 | $12.8K | 0.01% | −34−30.9% | Reduced |
| Quest 10 Wealth Builders, Inc. | 76 | $12.8K | 0.01% | +37+94.9% | Added |
| Capital Advisors, Ltd. LLC | 77 | $13.0K | 0.00% | +48+165.5% | Added |
| Founders Capital Management | 80 | $13.5K | 0.01% | +80 | New |
| Ritter Daniher Financial Advisory LLC | 82 | $13.8K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 81 | $14.0K | 0.00% | +81 | New |
| MCF Advisors LLC | 85 | $14.3K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 91 | $15.4K | 0.01% | −19−17.3% | Reduced |
| Harbor Investment Advisory, LLC | 96 | $16.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 99 | $16.7K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $16.9K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 104 | $17.5K | 0.00% | +104 | New |