| Coston, McIsaac & Partners | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $130 | 0.00% | −1−50.0% | Reduced |
| Stone House Investment Management, LLC | 1 | $130 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $130 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $175 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $220 | 0.00% | −44−95.7% | Reduced |
| DecisionPoint Financial, LLC | 2 | $260 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $260 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $260 | 0.00% | +2 | New |
| Gordian Capital Singapore Pte Ltd | 1 | $270 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 3 | $390 | 0.00% | −37−92.5% | Reduced |
| WPG Advisers, LLC | 3 | $390 | 0.00% | −12−80.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $390 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 3 | $390 | 0.00% | +3 | New |
| TopTier Wealth Management, LLC | 3 | $390 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $519 | 0.00% | −451−99.1% | Reduced |
| Sachetta, LLC | 4 | $520 | 0.00% | −48−92.3% | Reduced |
| Bank of Jackson Hole Trust | 4 | $520 | 0.00% | −36−90.0% | Reduced |
| Glen Eagle Advisors, LLC | 4 | $520 | 0.00% | −20−83.3% | Reduced |
| Prosperity Bancshares Inc | 4 | $520 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 4 | $520 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 4 | $520 | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 4 | $520 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $650 | 0.00% | −8−61.5% | Reduced |
| Granite FO LLC | 5 | $650 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $650 | 0.00% | +5 | New |
| PayPay Securities Corp | 6 | $749 | 0.03% | +2+50.0% | Added |
| Principia Wealth Advisory, LLC | 6 | $780 | 0.00% | −5−45.5% | Reduced |
| American Capital Advisory, LLC | 6 | $780 | 0.00% | −2−25.0% | Reduced |
| NBT Bank N A | 6 | $780 | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 7 | $909 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $910 | 0.00% | −57−89.1% | Reduced |
| Aspect Partners, LLC | 8 | $1.04K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 8 | $1.04K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 8 | $1.04K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $1.04K | 0.00% | +8 | New |
| NVWM, LLC | 9 | $1.17K | 0.00% | +8+800.0% | Added |
| JFS Wealth Advisors, LLC | 9 | $1.17K | 0.00% | −39−81.3% | Reduced |
| Portus Wealth Advisors, LLC | 10 | $1.30K | 0.00% | +10 | New |
| Altshuler Shaham Ltd | 11 | $1.43K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 11 | $1.43K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.56K | 0.00% | +3+33.3% | Added |
| Synergy Investment Management, LLC | 12 | $1.56K | 0.00% | +12 | New |
| Torren Management, LLC | 13 | $1.69K | 0.00% | −33−71.7% | Reduced |
| Clayton Financial Group LLC | 13 | $1.69K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 14 | $1.82K | 0.00% | +14 | New |
| Whipplewood Advisors, LLC | 15 | $1.95K | 0.00% | +15 | New |
| Strive Financial Group ,LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 16 | $2.08K | 0.00% | −54−77.1% | Reduced |
| Financial Life Planners | 17 | $2.21K | 0.00% | +17 | New |
| South State Corp. | 18 | $2.34K | 0.00% | −13−41.9% | Reduced |
| Webster Bank, N. A. | 18 | $2.34K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 18 | $2.34K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 18 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $2.34K | 0.00% | +14+350.0% | Added |
| Lloyd Advisory Services, LLC. | 19 | $2.47K | 0.00% | −202−91.4% | Reduced |
| Dogwood Wealth Management LLC | 19 | $2.47K | 0.00% | −2−9.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 19 | $2.47K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 19 | $2.47K | 0.00% | 00.0% | Unchanged |
| Bayban | 19 | $2.47K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 19 | $2.47K | 0.00% | +19 | New |
| Prestige Wealth Management Group LLC | 19 | $2.47K | 0.00% | +14+280.0% | Added |
| Brown, Lisle/Cummings, Inc. | 21 | $2.73K | 0.00% | +6+40.0% | Added |
| Crewe Advisors LLC | 22 | $2.86K | 0.00% | +9+69.2% | Added |
| NBC Securities, Inc. | 23 | $2.99K | 0.00% | −6,188−99.6% | Reduced |
| Fortitude Family Office, LLC | 23 | $2.99K | 0.00% | −68−74.7% | Reduced |
| RWM Asset Management, LLC | 23 | $2.99K | 0.00% | +23 | New |
| First Horizon Corp | 25 | $3.25K | 0.00% | −63−71.6% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 25 | $3.25K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $3.25K | 0.00% | +1+4.2% | Added |
| St Germain D J Co Inc | 26 | $3.38K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 27 | $3.44K | 0.00% | +27 | New |
| Ares Financial Consulting, LLC | 28 | $3.61K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 30 | $3.90K | 0.00% | −16−34.8% | Reduced |
| Geneos Wealth Management Inc. | 30 | $3.90K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $3.90K | 0.00% | +1+3.4% | Added |
| Richard W. Paul & Associates, LLC | 31 | $4.03K | 0.00% | −1,533−98.0% | Reduced |
| IMG Wealth Management, Inc. | 31 | $4.03K | 0.00% | −20−39.2% | Reduced |
| ZRC Wealth Management, LLC | 33 | $4.29K | 0.00% | +33 | New |
| JNBA Financial Advisors | 35 | $4.55K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 35 | $4.55K | 0.00% | +35 | New |
| Hurley Capital, LLC | 36 | $4.68K | 0.00% | +36 | New |
| Raleigh Capital Management Inc. | 41 | $5.33K | 0.00% | −1,570−97.5% | Reduced |
| J.Safra Asset Management Corp | 42 | $5.46K | 0.00% | +32+320.0% | Added |
| Signature Equity Partners, LLC | 43 | $5.59K | 0.00% | +1+2.4% | Added |
| SHP Wealth Management | 44 | $5.77K | 0.00% | +17+63.0% | Added |
| Provenance Wealth Advisors, LLC | 45 | $5.85K | 0.00% | −306−87.2% | Reduced |
| TD Capital Management LLC | 45 | $5.85K | 0.00% | −7−13.5% | Reduced |
| Boreal Capital Management LLC | 45 | $5.85K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 52 | $6.00K | 0.00% | +39+300.0% | Added |
| Rialto Wealth Management, LLC | 47 | $6.11K | 0.00% | +8+20.5% | Added |
| Whittier Trust Co of Nevada Inc | 48 | $6.23K | 0.00% | −117−70.9% | Reduced |
| Essential Partners LLC | 48 | $6.24K | 0.00% | +39+433.3% | Added |
| Cornerstone Financial Management LLC | 49 | $6.37K | 0.01% | +36+276.9% | Added |
| First Pacific Financial | 49 | $6.37K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 50 | $6.50K | 0.00% | −52−51.0% | Reduced |
| Blume Capital Management, Inc. | 50 | $6.50K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 53 | $6.89K | 0.00% | +37+231.3% | Added |
| Silicon Valley Capital Partners | 56 | $7.28K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 60 | $7.79K | 0.00% | +44+275.0% | Added |