| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1 | $78 | 0.00% | +1 | New |
| TFC Financial Management | 3 | $236 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $313 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $313 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4 | $313 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $392 | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $392 | 0.00% | +5 | New |
| Bogart Wealth, LLC | 6 | $470 | 0.00% | +6 | New |
| Lloyd Advisory Services, LLC. | 7 | $548 | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 7 | $549 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $549 | 0.00% | +3+75.0% | Added |
| Winnow Wealth LLC | 7 | $553 | 0.00% | −29−80.6% | Reduced |
| Optima Capital LLC | 8 | $627 | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 9 | $705 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $705 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $784 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 11 | $862 | 0.00% | +11 | New |
| Valley National Advisers Inc | 18 | $1.00K | 0.00% | +2+12.5% | Added |
| ZRC Wealth Management, LLC | 13 | $1.02K | 0.00% | +7+116.7% | Added |
| Cornerstone Planning Group LLC | 15 | $1.05K | 0.00% | −216−93.5% | Reduced |
| Greenline Wealth Management LLC | 14 | $1.08K | 0.00% | +14 | New |
| Newbridge Financial Services Group, Inc. | 14 | $1.10K | 0.00% | −2,628−99.5% | Reduced |
| Creative Financial Designs Inc | 14 | $1.10K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 15 | $1.18K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 16 | $1.25K | 0.00% | −7−30.4% | Reduced |
| American Capital Advisory, LLC | 16 | $1.25K | 0.00% | +4+33.3% | Added |
| Clayton Financial Group LLC | 16 | $1.25K | 0.00% | +16 | New |
| Investors Portfolio Services LLC | 17 | $1.30K | 0.00% | +17 | New |
| Kilter Group LLC | 18 | $1.41K | 0.00% | +5+38.5% | Added |
| Basepoint Wealth LLC | 19 | $1.49K | 0.00% | +19 | New |
| Duncker Streett & Co Inc | 19 | $1.49K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 20 | $1.57K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $1.57K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 20 | $1.57K | 0.00% | +18+900.0% | Added |
| Park Place Capital Corp | 21 | $1.65K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 21 | $1.65K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 22 | $1.72K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 24 | $1.88K | 0.00% | −24−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 25 | $1.96K | 0.00% | +12+92.3% | Added |
| Principia Wealth Advisory, LLC | 27 | $2.12K | 0.00% | +15+125.0% | Added |
| Rialto Wealth Management, LLC | 30 | $2.35K | 0.00% | −496−94.3% | Reduced |
| Armstrong Advisory Group, Inc | 30 | $2.35K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 31 | $2.43K | 0.00% | −10−24.4% | Reduced |
| Caitlin John, LLC | 31 | $2.43K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 31 | $2.43K | 0.00% | +31 | New |
| Your Advocates Ltd., LLP | 34 | $2.66K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 35 | $2.74K | 0.00% | +1+2.9% | Added |
| Rossby Financial, LCC | 37 | $2.90K | 0.00% | +37 | New |
| Eastern Bank | 39 | $3.06K | 0.00% | +39 | New |
| Marquette Asset Management, LLC | 40 | $3.13K | 0.00% | −5−11.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 44 | $3.45K | 0.00% | +44 | New |
| Motiv8 Investments LLC | 57 | $4.00K | 0.00% | +57 | New |
| Howard Hughes Medical Institute | 52 | $4.07K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 52 | $4.08K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 53 | $4.15K | 0.00% | +23+76.7% | Added |
| Colonial Trust Co | 59 | $4.62K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 59 | $4.62K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 63 | $4.94K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 65 | $5.09K | 0.00% | +9+16.1% | Added |
| Clark Wealth Partners | 66 | $5.17K | 0.00% | 00.0% | Unchanged |
| Bayban | 67 | $5.25K | 0.00% | +67 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 69 | $5.41K | 0.01% | +69 | New |
| Manchester Capital Management LLC | 70 | $5.49K | 0.00% | −1,085−93.9% | Reduced |
| Westfuller Advisors, LLC | 75 | $5.88K | 0.00% | +75 | New |
| Bayforest Capital Ltd | 75 | $5.88K | 0.00% | +75 | New |
| Bare Financial Services, Inc | 78 | $6.11K | 0.00% | −37−32.2% | Reduced |
| Signature Equity Partners, LLC | 79 | $6.19K | 0.00% | +79 | New |
| Abound Wealth Management | 87 | $6.82K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 90 | $7.05K | 0.00% | +87+2,900.0% | Added |
| Private Trust Co NA | 91 | $7.13K | 0.00% | −3−3.2% | Reduced |
| Horizon Financial Services, LLC | 94 | $7.37K | 0.00% | +23+32.4% | Added |
| Raffa Wealth Management, LLC | 98 | $7.68K | 0.00% | +36+58.1% | Added |
| Stephenson National Bank & Trust | 100 | $7.83K | 0.00% | −660−86.8% | Reduced |
| Princeton Global Asset Management LLC | 100 | $7.83K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 104 | $8.15K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 106 | $8.30K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 125 | $9.00K | 0.00% | +75+150.0% | Added |
| Dunhill Financial, LLC | 125 | $9.77K | 0.00% | +3+2.5% | Added |
| Elyxium Wealth, LLC | 130 | $10.2K | 0.00% | +130 | New |
| Basecamp Wealth Advisors LLC | 137 | $10.7K | 0.00% | +137 | New |
| Quarry LP | 142 | $11.1K | 0.00% | −222−61.0% | Reduced |
| CoreCap Advisors, LLC | 151 | $11.8K | 0.00% | +33+28.0% | Added |
| Bear Mountain Capital, Inc. | 154 | $12.1K | 0.00% | +2+1.3% | Added |
| Gables Capital Management Inc. | 157 | $12.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 168 | $13.2K | 0.00% | +10+6.3% | Added |
| Hartford Financial Management Inc. | 175 | $13.7K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 175 | $13.7K | 0.00% | +175 | New |
| GW&K Investment Management, LLC | 173 | $14.0K | 0.00% | −9−4.9% | Reduced |
| Private Wealth Management Group, LLC | 180 | $14.1K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 212 | $14.8K | 0.00% | +212 | New |
| Navalign, LLC | 192 | $15.0K | 0.00% | +192 | New |
| Salomon & Ludwin, LLC | 191 | $15.1K | 0.00% | −124−39.4% | Reduced |
| JFS Wealth Advisors, LLC | 199 | $15.6K | 0.00% | +48+31.8% | Added |
| Insight Financial Services | 200 | $15.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 205 | $16.1K | 0.00% | +205 | New |
| Guinness Asset Management LTD | 208 | $16.6K | 0.00% | +208 | New |
| WPG Advisers, LLC | 229 | $17.9K | 0.01% | +6+2.7% | Added |
| Reflection Asset Management | 231 | $18.1K | 0.01% | +231 | New |