| Raleigh Capital Management Inc. | 0 | $10 | 0.00% | 0 | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $135 | 0.00% | +1 | New |
| Toth Financial Advisory Corp | 1 | $137 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $273 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $409 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $546 | 0.00% | −3−42.9% | Reduced |
| 1015 Capital Partners, LLC | 4 | $546 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $546 | 0.00% | +4 | New |
| Nemes Rush Group LLC | 5 | $682 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $682 | 0.00% | +2+66.7% | Added |
| MV Capital Management, Inc. | 5 | $683 | 0.00% | −1−16.7% | Reduced |
| Quaker Wealth Management, LLC | 5 | $683 | 0.00% | +3+150.0% | Added |
| Zions Bancorporation, National Association | 6 | $819 | 0.00% | +6 | New |
| Financial Network Wealth Advisors LLC | 6 | $819 | 0.00% | +6 | New |
| Vermillion Wealth Management, Inc. | 7 | $955 | 0.00% | +7 | New |
| Beaird Harris Wealth Management, LLC | 7 | $956 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 9 | $1.23K | 0.00% | +9 | New |
| Financial Consulate, Inc | 9 | $1.23K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 9 | $1.23K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 9 | $1.23K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 10 | $1.36K | 0.00% | +10 | New |
| HighMark Wealth Management LLC | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 10 | $1.38K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $1.50K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 11 | $1.50K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 11 | $1.50K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 11 | $1.50K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $1.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 12 | $1.64K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $1.64K | 0.00% | +12 | New |
| TD Private Client Wealth LLC | 13 | $1.77K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $1.77K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 13 | $1.77K | 0.00% | +13 | New |
| First Pacific Financial | 13 | $1.77K | 0.00% | +13 | New |
| IAG Wealth Partners, LLC | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 15 | $2.05K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $2.18K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 19 | $2.59K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 19 | $2.59K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 20 | $2.73K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 20 | $2.73K | 0.00% | +20 | New |
| Bay Harbor Wealth Management, LLC | 21 | $2.87K | 0.00% | +10+90.9% | Added |
| Valued Wealth Advisors LLC | 21 | $2.87K | 0.00% | +16+320.0% | Added |
| Darwin Advisors, LLC | 21 | $2.98K | 0.00% | −17−44.7% | Reduced |
| Addison Advisors LLC | 23 | $3.14K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 23 | $3.14K | 0.00% | +17+283.3% | Added |
| Cornerstone Planning Group LLC | 24 | $3.29K | 0.00% | +2+9.1% | Added |
| Bell Investment Advisors, Inc | 27 | $3.69K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $3.69K | 0.00% | +8+42.1% | Added |
| Whipplewood Advisors, LLC | 27 | $3.69K | 0.00% | +13+92.9% | Added |
| Dunhill Financial, LLC | 27 | $3.70K | 0.00% | +25+1,250.0% | Added |
| IMA Wealth, Inc. | 28 | $3.82K | 0.00% | −2−6.7% | Reduced |
| Gables Capital Management Inc. | 29 | $3.96K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 30 | $4.08K | 0.00% | +30 | New |
| Bare Financial Services, Inc | 31 | $4.23K | 0.00% | +4+14.8% | Added |
| Wealth Enhancement Trust Services, Inc. | 35 | $4.74K | 0.00% | +35 | New |
| Crews Bank & Trust | 35 | $4.78K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 36 | $4.91K | 0.00% | +4+12.5% | Added |
| Hazlett, Burt & Watson, Inc. | 35 | $5.00K | 0.00% | −41−53.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 38 | $5.18K | 0.00% | +20+111.1% | Added |
| Bruce G. Allen Investments, LLC | 38 | $5.19K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 42 | $5.73K | 0.00% | +23+121.1% | Added |
| Princeton Global Asset Management LLC | 43 | $5.87K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 43 | $5.87K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 43 | $5.87K | 0.00% | +2+4.9% | Added |
| Avion Wealth | 46 | $6.00K | 0.00% | +3+7.0% | Added |
| Anchor Investment Management, LLC | 45 | $6.17K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 46 | $6.28K | 0.00% | +31+206.7% | Added |
| High Note Wealth, LLC | 46 | $6.28K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 47 | $6.41K | 0.00% | −1−2.1% | Reduced |
| First Horizon Corp | 47 | $6.41K | 0.00% | +20+74.1% | Added |
| Focused Wealth Management, Inc | 47 | $6.41K | 0.00% | +47 | New |
| EFG International AG | 47 | $6.41K | 0.00% | +47 | New |
| Bogart Wealth, LLC | 48 | $6.55K | 0.00% | −5−9.4% | Reduced |
| GHP Investment Advisors, Inc. | 48 | $6.55K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 50 | $6.82K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $6.86K | 0.00% | 00.0% | Unchanged |
| Tiaa Trust, National Association | 54 | $7.37K | 0.00% | +54 | New |
| International Assets Investment Management, LLC | 54 | $7.42K | 0.00% | −11−16.9% | Reduced |
| LGT Financial Advisors LLC | 55 | $7.45K | 0.04% | +1+1.9% | Added |
| Capital Analysts, LLC | 54 | $8.00K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 59 | $8.05K | 0.01% | +59 | New |
| SJS Investment Consulting Inc. | 60 | $8.19K | 0.00% | +4+7.1% | Added |
| Atlantic Trust, LLC | 61 | $8.32K | 0.00% | +22+56.4% | Added |
| Dogwood Wealth Management LLC | 63 | $8.60K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 67 | $9.14K | 0.00% | +67 | New |
| Prestige Wealth Management Group LLC | 68 | $9.28K | 0.00% | +2+3.0% | Added |
| Country Trust Bank | 70 | $9.55K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 70 | $9.60K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 75 | $10.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 87 | $11.9K | 0.00% | −1−1.1% | Reduced |
| McIlrath & Eck, LLC | 90 | $12.3K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 90 | $12.3K | 0.00% | +90 | New |