| Hallmark Capital Management Inc | 0 | $82 | 0.00% | 0 | Unchanged |
| PayPay Securities Corp | 1 | $314 | 0.02% | −1−50.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $314 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $314 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1 | $314 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $314 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $628 | 0.00% | −1−33.3% | Reduced |
| WPG Advisers, LLC | 2 | $628 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2 | $628 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $922 | 0.00% | +1+50.0% | Added |
| Golden State Wealth Management, LLC | 3 | $942 | 0.00% | −25−89.3% | Reduced |
| Whipplewood Advisors, LLC | 3 | $942 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 3 | $942 | 0.00% | +1+50.0% | Added |
| Bare Financial Services, Inc | 3 | $942 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $1.25K | 0.00% | +2+100.0% | Added |
| GHP Investment Advisors, Inc. | 4 | $1.26K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 4 | $1.26K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 4 | $1.26K | 0.00% | +2+100.0% | Added |
| Tortoise Investment Management, LLC | 4 | $1.26K | 0.00% | +4 | New |
| Sachetta, LLC | 5 | $1.57K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $1.57K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $1.57K | 0.00% | +1+25.0% | Added |
| Principia Wealth Advisory, LLC | 6 | $1.88K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6 | $1.88K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 6 | $1.88K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.88K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $1.88K | 0.00% | +2+50.0% | Added |
| Rialto Wealth Management, LLC | 7 | $2.20K | 0.00% | +7 | New |
| Kilter Group LLC | 7 | $2.20K | 0.00% | +7 | New |
| Fortitude Family Office, LLC | 8 | $2.51K | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 10 | $2.82K | 0.00% | +1+11.1% | Added |
| Winthrop Capital Management, LLC | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $3.14K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $3.14K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $3.14K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $3.14K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $3.14K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 11 | $3.45K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 12 | $3.77K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $3.77K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 12 | $3.77K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $3.77K | 0.00% | +8+200.0% | Added |
| Western Pacific Wealth Management, LP | 13 | $4.08K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 14 | $4.37K | 0.00% | +14 | New |
| Hughes Financial Services, LLC | 16 | $4.63K | 0.00% | +5+45.5% | Added |
| Bokf, NA | 15 | $4.71K | 0.00% | −16−51.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 15 | $4.71K | 0.00% | −15−50.0% | Reduced |
| Sierra Ocean, LLC | 16 | $5.02K | 0.00% | −14−46.7% | Reduced |
| MV Capital Management, Inc. | 16 | $5.02K | 0.00% | −1−5.9% | Reduced |
| Tidemark, LLC | 17 | $5.34K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 20 | $5.51K | 0.00% | +20 | New |
| Salomon & Ludwin, LLC | 18 | $5.57K | 0.00% | +18 | New |
| Riggs Asset Managment Co. Inc. | 18 | $5.65K | 0.00% | +12+200.0% | Added |
| Total Investment Management Inc | 18 | $5.65K | 0.00% | +18 | New |
| Avion Wealth | 22 | $6.00K | 0.00% | +4+22.2% | Added |
| Strengthening Families & Communities, LLC | 21 | $6.59K | 0.00% | −2−8.7% | Reduced |
| JFS Wealth Advisors, LLC | 22 | $6.91K | 0.00% | −2−8.3% | Reduced |
| Bell Investment Advisors, Inc | 22 | $6.91K | 0.00% | −2−8.3% | Reduced |
| Bogart Wealth, LLC | 23 | $7.22K | 0.00% | +23 | New |
| Asset Dedication, LLC | 25 | $7.85K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 28 | $8.79K | 0.00% | +1+3.7% | Added |
| WealthCollab, LLC | 28 | $8.79K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 33 | $10.4K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 33 | $10.4K | 0.00% | +11+50.0% | Added |
| Tradewinds Capital Management, LLC | 35 | $11.0K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 35 | $11.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 36 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 37 | $11.6K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 38 | $11.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 40 | $12.6K | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 40 | $12.6K | 0.01% | +40 | New |
| Hemington Wealth Management | 44 | $13.0K | 0.00% | +8+22.2% | Added |
| CBIZ Investment Advisory Services, LLC | 43 | $13.5K | 0.00% | +11+34.4% | Added |
| Scarborough Advisors, LLC | 43 | $13.5K | 0.00% | +43 | New |
| High Note Wealth, LLC | 45 | $14.1K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 47 | $14.8K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 47 | $14.8K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 48 | $15.0K | 0.00% | +44+1,100.0% | Added |
| Cary Street Partner Investment Advisory LLC | 49 | $15.4K | 0.01% | +49 | New |
| Cranbrook Wealth Management, LLC | 50 | $15.7K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 50 | $15.7K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $15.7K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 80 | $15.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 54 | $17.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 62 | $19.5K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 70 | $21.5K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 70 | $22.0K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 70 | $22.0K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 71 | $22.3K | 0.00% | +71 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 72 | $22.6K | 0.02% | +44+157.1% | Added |
| Murphy & Mullick Capital Management Corp | 78 | $23.7K | 0.02% | +78 | New |
| LMR Partners LLP | 77 | $24.2K | 0.00% | +77 | New |
| Aventura Private Wealth, LLC | 80 | $25.1K | 0.01% | +40+100.0% | Added |
| Spire Wealth Management | 88 | $27.6K | 0.00% | +4+4.8% | Added |
| Holos Integrated Wealth LLC | 110 | $29.7K | 0.02% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 95 | $29.8K | 0.00% | −24−20.2% | Reduced |
| Pittenger & Anderson Inc | 95 | $29.8K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 97 | $30.5K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 97 | $30.5K | 0.01% | +97 | New |
| Oakworth Capital, Inc. | 100 | $31.4K | 0.00% | 00.0% | Unchanged |