| Avion Wealth | 8 | $0 | 0.00% | +8 | New |
| SOA Wealth Advisors, LLC. | 1 | $98 | 0.00% | −213−99.5% | Reduced |
| High Note Wealth, LLC | 2 | $176 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3 | $264 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $264 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $264 | 0.00% | +3 | New |
| Private Wealth Asset Management, LLC | 4 | $351 | 0.00% | −9−69.2% | Reduced |
| WestEnd Advisors, LLC | 4 | $351 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 4 | $351 | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 6 | $553 | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 7 | $615 | 0.00% | +4+133.3% | Added |
| HFM Investment Advisors, LLC | 8 | $702 | 0.00% | +6+300.0% | Added |
| Bogart Wealth, LLC | 8 | $702 | 0.00% | +8 | New |
| Stephens Consulting, LLC | 9 | $791 | 0.00% | +9 | New |
| Whittier Trust Co of Nevada Inc | 10 | $878 | 0.00% | −36−78.3% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $878 | 0.00% | −10−50.0% | Reduced |
| PayPay Securities Corp | 10 | $878 | 0.04% | +1+11.1% | Added |
| Total Investment Management Inc | 10 | $878 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $879 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 11 | $966 | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 13 | $1.00K | 0.00% | +13 | New |
| ORG Partners LLC | 13 | $1.13K | 0.00% | +13 | New |
| AdvisorNet Financial, Inc | 15 | $1.32K | 0.00% | +5+50.0% | Added |
| Kilter Group LLC | 15 | $1.32K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $1.58K | 0.00% | +5+38.5% | Added |
| Dunhill Financial, LLC | 19 | $1.75K | 0.00% | −35−64.8% | Reduced |
| Gen-Wealth Partners Inc | 20 | $1.76K | 0.00% | +20 | New |
| Binnacle Investments Inc | 20 | $1.76K | 0.00% | +20 | New |
| Key Financial Inc | 21 | $1.84K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $1.84K | 0.00% | −14−40.0% | Reduced |
| Asset Dedication, LLC | 21 | $1.84K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.02K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 29 | $2.55K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 29 | $2.55K | 0.00% | +17+141.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $2.61K | 0.00% | +29 | New |
| Cornerstone Planning Group LLC | 24 | $2.68K | 0.00% | +9+60.0% | Added |
| Rialto Wealth Management, LLC | 31 | $2.72K | 0.00% | +11+55.0% | Added |
| Colonial Trust Co | 32 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 37 | $3.25K | 0.00% | −4−9.8% | Reduced |
| Country Trust Bank | 37 | $3.25K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 38 | $3.34K | 0.00% | +20+111.1% | Added |
| Abound Wealth Management | 38 | $3.34K | 0.00% | +38 | New |
| Hughes Financial Services, LLC | 30 | $3.37K | 0.00% | +16+114.3% | Added |
| Whipplewood Advisors, LLC | 41 | $3.60K | 0.00% | +41 | New |
| Private Wealth Management Group, LLC | 41 | $3.60K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 41 | $3.60K | 0.01% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 44 | $3.86K | 0.00% | +44 | New |
| Bay Harbor Wealth Management, LLC | 46 | $4.04K | 0.00% | +1+2.2% | Added |
| Pineridge Advisors LLC | 48 | $4.21K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 49 | $4.30K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 49 | $4.30K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 49 | $4.36K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 54 | $4.74K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 57 | $5.08K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 60 | $5.27K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 55 | $6.10K | 0.00% | +55 | New |
| Activest Wealth Management | 70 | $6.15K | 0.00% | +17+32.1% | Added |
| Decker Retirement Planning Inc. | 71 | $6.24K | 0.00% | −46,847−99.8% | Reduced |
| WFA of San Diego, LLC | 71 | $6.24K | 0.00% | +71 | New |
| Heritage Wealth Advisors | 74 | $6.50K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 77 | $6.76K | 0.00% | −54−41.2% | Reduced |
| Highline Wealth Partners LLC | 79 | $6.94K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 80 | $7.03K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 92 | $8.08K | 0.00% | +92 | New |
| Team Financial Group, LLC | 99 | $8.67K | 0.00% | +99 | New |
| Pittenger & Anderson Inc | 100 | $8.78K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $8.78K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 101 | $8.86K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 103 | $9.04K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 105 | $9.22K | 0.00% | −40−27.6% | Reduced |
| Park Square Financial Group, LLC | 106 | $9.31K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 111 | $9.75K | 0.00% | +60+117.6% | Added |
| Valued Wealth Advisors LLC | 112 | $9.79K | 0.01% | +1+0.9% | Added |
| GW&K Investment Management, LLC | 110 | $10.0K | 0.00% | +14+14.6% | Added |
| Crewe Advisors LLC | 115 | $10.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 119 | $10.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 125 | $11.0K | 0.00% | +27+27.6% | Added |
| Ogorek Anthony Joseph | 133 | $11.0K | 0.00% | +19+16.7% | Added |
| HM Payson & Co | 128 | $11.2K | 0.00% | −128−50.0% | Reduced |
| Operose Advisors LLC | 130 | $11.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 138 | $12.1K | 0.00% | −7−4.8% | Reduced |
| Manchester Capital Management LLC | 142 | $12.5K | 0.00% | +4+2.9% | Added |
| Golden State Wealth Management, LLC | 148 | $13.0K | 0.00% | −19−11.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 150 | $13.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 153 | $13.4K | 0.01% | +6+4.1% | Added |
| Financial Management Professionals, Inc. | 157 | $13.8K | 0.00% | +3+1.9% | Added |
| JFS Wealth Advisors, LLC | 162 | $14.2K | 0.00% | +4+2.5% | Added |
| Rise Advisors, LLC | 166 | $14.6K | 0.01% | +8+5.1% | Added |
| Winch Advisory Services, LLC | 170 | $14.9K | 0.00% | +69+68.3% | Added |
| Matrix Trust Co | 166 | $15.0K | 0.00% | +166 | New |
| Farmers & Merchants Investments Inc | 175 | $15.4K | 0.00% | −3−1.7% | Reduced |
| Cetera Trust Company, N.A | 178 | $15.6K | 0.01% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 182 | $15.9K | 0.00% | +1+0.6% | Added |
| Global Retirement Partners, LLC | 190 | $16.7K | 0.00% | +190 | New |
| Centricity Wealth Management, LLC | 196 | $17.2K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 200 | $17.6K | 0.01% | +200 | New |
| Fortitude Family Office, LLC | 203 | $17.8K | 0.01% | +13+6.8% | Added |
| Atwood & Palmer Inc | 204 | $17.9K | 0.00% | +204 | New |
| Capital Advisors, Ltd. LLC | 207 | $18.0K | 0.00% | +7+3.5% | Added |
| Accent Capital Management, LLC | 217 | $19.1K | 0.01% | +101+87.1% | Added |