| Beaird Harris Wealth Management, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $122 | 0.00% | 0 | New |
| SHP Wealth Management | 1 | $162 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $162 | 0.00% | +1 | New |
| Ameriflex Group, Inc. | 1 | $162 | 0.00% | +1 | New |
| United Financial Planning Group LLC | 1 | $162 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 1 | $162 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $163 | 0.00% | −4−80.0% | Reduced |
| Seneschal Advisors, LLC | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $281 | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 2 | $322 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $324 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 2 | $324 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2 | $324 | 0.00% | +2 | New |
| Caitlin John, LLC | 2 | $324 | 0.00% | +2 | New |
| Retirement Wealth Solutions LLC | 2 | $325 | 0.00% | −18−90.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $325 | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 3 | $486 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $486 | 0.00% | +3 | New |
| Whipplewood Advisors, LLC | 3 | $486 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $487 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $487 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $648 | 0.00% | −1−20.0% | Reduced |
| Johnson Financial Group, Inc. | 4 | $649 | 0.00% | −8−66.7% | Reduced |
| Cedar Wealth Management, LLC | 4 | $649 | 0.00% | −2−33.3% | Reduced |
| Quaker Wealth Management, LLC | 4 | $649 | 0.00% | +2+100.0% | Added |
| Independence Bank of Kentucky | 4 | $649 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $811 | 0.00% | −1−16.7% | Reduced |
| Signature Resources Capital Management, LLC | 5 | $811 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $973 | 0.00% | −16−72.7% | Reduced |
| Lodestone Wealth Management LLC | 6 | $973 | 0.00% | +6 | New |
| Signature Equity Partners, LLC | 6 | $973 | 0.00% | +6 | New |
| Valley National Advisers Inc | 7 | $1.00K | 0.00% | −12−63.2% | Reduced |
| GW&K Investment Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 7 | $1.14K | 0.03% | −6−46.2% | Reduced |
| American Capital Advisory, LLC | 7 | $1.14K | 0.00% | +5+250.0% | Added |
| Jessup Wealth Management, Inc | 7 | $1.14K | 0.00% | +7 | New |
| Strategic Advocates LLC | 7 | $1.14K | 0.00% | −4−36.4% | Reduced |
| Winnow Wealth LLC | 7 | $1.14K | 0.00% | +6+600.0% | Added |
| Trust Co of Vermont | 8 | $1.30K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $1.30K | 0.00% | +8 | New |
| TD Waterhouse Canada Inc. | 8 | $1.30K | 0.00% | +8 | New |
| Reyes Financial Architecture, Inc. | 8 | $1.30K | 0.00% | +8 | New |
| Greenline Wealth Management LLC | 8 | $1.30K | 0.00% | +8 | New |
| Westside Investment Management, Inc. | 9 | $1.39K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 9 | $1.46K | 0.00% | −24−72.7% | Reduced |
| Ares Financial Consulting, LLC | 9 | $1.46K | 0.00% | +9 | New |
| Geneos Wealth Management Inc. | 10 | $1.62K | 0.00% | 00.0% | Unchanged |
| Ninepoint Partners LP | 10 | $1.62K | 0.00% | +10 | New |
| LRI Investments, LLC | 11 | $1.78K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 11 | $1.78K | 0.00% | +11 | New |
| MPWM Advisory Solutions, LLC | 11 | $1.78K | 0.00% | +11 | New |
| Sound Income Strategies, LLC | 16 | $1.90K | 0.00% | +16 | New |
| WPG Advisers, LLC | 12 | $1.95K | 0.00% | −13−52.0% | Reduced |
| Pacific Center for Financial Services | 13 | $2.08K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 13 | $2.11K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $2.27K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 14 | $2.27K | 0.00% | +14 | New |
| Bank of Jackson Hole Trust | 14 | $2.27K | 0.00% | +14 | New |
| Tripletail Wealth Management, LLC | 15 | $2.43K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 16 | $2.59K | 0.00% | +5+45.5% | Added |
| Principia Wealth Advisory, LLC | 16 | $2.59K | 0.00% | +10+166.7% | Added |
| Inlight Wealth Management, LLC | 17 | $2.76K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 17 | $2.76K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 17 | $2.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 17 | $2.76K | 0.00% | +8+88.9% | Added |
| Raffa Wealth Management, LLC | 19 | $3.08K | 0.00% | +3+18.8% | Added |
| Vermillion & White Wealth Management Group, LLC | 19 | $3.08K | 0.00% | +19 | New |
| Ancora Advisors, LLC | 20 | $3.24K | 0.00% | −3−13.0% | Reduced |
| Curio Wealth, LLC | 21 | $3.38K | 0.00% | +21 | New |
| North Star Investment Management Corp. | 21 | $3.40K | 0.00% | +18+600.0% | Added |
| Arlington Trust Co LLC | 21 | $3.40K | 0.00% | +21 | New |
| Keating Financial Advisory Services, Inc. | 21 | $3.40K | 0.00% | +21 | New |
| Cornerstone Financial Management LLC | 21 | $3.40K | 0.00% | +21 | New |
| Kingdom Financial Group LLC. | 22 | $3.57K | 0.00% | +22 | New |
| CNB Bank | 24 | $3.89K | 0.00% | −100−80.6% | Reduced |
| Aventura Private Wealth, LLC | 24 | $3.89K | 0.00% | −19−44.2% | Reduced |
| Capital Advisors, Ltd. LLC | 23 | $4.00K | 0.00% | −4−14.8% | Reduced |
| Avion Wealth | 26 | $4.00K | 0.00% | +9+52.9% | Added |
| City Holding Co | 25 | $4.05K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 25 | $4.05K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 26 | $4.22K | 0.00% | −23−46.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 26 | $4.22K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 26 | $4.22K | 0.00% | +26 | New |
| Rossby Financial, LCC | 27 | $4.38K | 0.00% | +15+125.0% | Added |
| Quarry LP | 28 | $4.54K | 0.00% | −835−96.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 28 | $4.54K | 0.00% | −22−44.0% | Reduced |
| Global Wealth Strategies & Associates | 32 | $5.19K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 32 | $5.19K | 0.00% | +4+14.3% | Added |
| Cornerstone Planning Group LLC | 42 | $5.66K | 0.00% | −2−4.5% | Reduced |
| Private Trust Co NA | 35 | $5.67K | 0.00% | −12−25.5% | Reduced |
| Root Financial Partners, LLC | 37 | $6.00K | 0.00% | −6−14.0% | Reduced |
| Anchor Investment Management, LLC | 37 | $6.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 37 | $6.00K | 0.00% | −48−56.5% | Reduced |
| Atlantic Trust, LLC | 39 | $6.32K | 0.00% | +20+105.3% | Added |
| Elyxium Wealth, LLC | 39 | $6.32K | 0.00% | +39 | New |
| Indiana Trust & Investment Management CO | 40 | $6.49K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 41 | $6.65K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 42 | $6.81K | 0.00% | −91−68.4% | Reduced |
| Torren Management, LLC | 42 | $6.81K | 0.00% | +42 | New |