| CKW Financial Group | 1 | $0 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2 | $160 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 3 | $239 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 3 | $239 | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 3 | $239 | 0.00% | +3 | New |
| Scarborough Advisors, LLC | 3 | $239 | 0.00% | +3 | New |
| Strengthening Families & Communities, LLC | 3 | $239 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $240 | 0.00% | +1+50.0% | Added |
| Tortoise Investment Management, LLC | 4 | $319 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 5 | $399 | 0.00% | −33−86.8% | Reduced |
| Total Investment Management Inc | 5 | $399 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 7 | $558 | 0.00% | +6+600.0% | Added |
| DecisionPoint Financial, LLC | 8 | $637 | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 8 | $638 | 0.00% | +5+166.7% | Added |
| Bay Harbor Wealth Management, LLC | 8 | $638 | 0.00% | +6+300.0% | Added |
| Trifecta Capital Advisors, LLC | 8 | $639 | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 9 | $717 | 0.00% | +9 | New |
| CBIZ Investment Advisory Services, LLC | 9 | $718 | 0.00% | +9 | New |
| Game Plan Financial Advisors, LLC | 10 | $798 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $878 | 0.00% | −4−26.7% | Reduced |
| Valley National Advisers Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 13 | $1.04K | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 13 | $1.04K | 0.00% | +13 | New |
| Whipplewood Advisors, LLC | 14 | $1.12K | 0.00% | −18−56.3% | Reduced |
| Bare Financial Services, Inc | 14 | $1.12K | 0.00% | +8+133.3% | Added |
| Minot DeBlois Advisors LLC | 15 | $1.20K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $1.20K | 0.00% | +9+150.0% | Added |
| Sachetta, LLC | 16 | $1.28K | 0.00% | −14−46.7% | Reduced |
| Bell Investment Advisors, Inc | 18 | $1.44K | 0.00% | −8−30.8% | Reduced |
| CoreCap Advisors, LLC | 20 | $1.59K | 0.00% | +20 | New |
| South State Corp. | 20 | $1.60K | 0.00% | +14+233.3% | Added |
| Kilter Group LLC | 20 | $1.60K | 0.00% | +20 | New |
| Clark Wealth Partners | 21 | $1.68K | 0.00% | +21 | New |
| S&T Bank | 22 | $1.75K | 0.00% | +7+46.7% | Added |
| Boyd Watterson Asset Management LLC | 22 | $1.75K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 23 | $1.83K | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $1.92K | 0.00% | +4+20.0% | Added |
| Close Asset Management Ltd | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 26 | $2.07K | 0.00% | −1−3.7% | Reduced |
| True Wealth Design, LLC | 26 | $2.07K | 0.00% | +11+73.3% | Added |
| Activest Wealth Management | 28 | $2.23K | 0.00% | +28 | New |
| Harbor Investment Advisory, LLC | 30 | $2.39K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 30 | $2.39K | 0.00% | +29+2,900.0% | Added |
| Ameritas Advisory Services, LLC | 31 | $2.46K | 0.00% | +31 | New |
| Sierra Ocean, LLC | 31 | $2.47K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $2.55K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 32 | $2.55K | 0.00% | +1+3.2% | Added |
| Howard Hughes Medical Institute | 32 | $2.55K | 0.00% | +32 | New |
| PFS Partners, LLC | 32 | $2.55K | 0.00% | +32 | New |
| Addison Advisors LLC | 33 | $2.63K | 0.00% | −19−36.5% | Reduced |
| N.E.W. Advisory Services LLC | 35 | $2.79K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 35 | $2.79K | 0.00% | +35 | New |
| Rossby Financial, LCC | 37 | $2.95K | 0.00% | +37 | New |
| JFS Wealth Advisors, LLC | 37 | $2.95K | 0.00% | −16−30.2% | Reduced |
| Retirement Wealth Solutions LLC | 42 | $3.35K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 43 | $3.46K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 44 | $3.51K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 45 | $3.59K | 0.00% | +25+125.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 50 | $3.99K | 0.00% | −2−3.8% | Reduced |
| Innovative Advisory Group, LLC | 50 | $3.99K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 51 | $4.06K | 0.00% | −182−78.1% | Reduced |
| Semmax Financial Advisors Inc. | 61 | $4.30K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 54 | $4.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 62 | $4.95K | 0.00% | +35+129.6% | Added |
| Ogorek Anthony Joseph | 75 | $5.00K | 0.00% | +20+36.4% | Added |
| Cornerstone Planning Group LLC | 68 | $5.01K | 0.00% | −83−55.0% | Reduced |
| Fortitude Family Office, LLC | 67 | $5.34K | 0.00% | −16−19.3% | Reduced |
| Wolff Wiese Magana LLC | 67 | $5.34K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 71 | $5.66K | 0.00% | +9+14.5% | Added |
| TSFG, LLC | 70 | $6.00K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 87 | $6.29K | 0.00% | +87 | New |
| Rakuten Securities, Inc. | 79 | $6.30K | 0.00% | +56+243.5% | Added |
| Caitong International Asset Management Co., Ltd | 83 | $6.62K | 0.00% | +61+277.3% | Added |
| Pinney & Scofield, Inc. | 85 | $6.76K | 0.00% | +78+1,114.3% | Added |
| Whittier Trust Co of Nevada Inc | 85 | $6.78K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 86 | $6.83K | 0.00% | −10−10.4% | Reduced |
| First Pacific Financial | 86 | $6.86K | 0.00% | +86 | New |
| CVA Family Office, LLC | 93 | $7.42K | 0.00% | −1−1.1% | Reduced |
| Versant Capital Management, Inc | 95 | $7.58K | 0.00% | +95 | New |
| Transce3nd, LLC | 97 | $7.74K | 0.00% | +16+19.8% | Added |
| Clear Street Markets LLC | 98 | $7.82K | 0.00% | +98 | New |
| Bokf, NA | 100 | $7.98K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 103 | $8.22K | 0.00% | −108−51.2% | Reduced |
| Farmers & Merchants Investments Inc | 108 | $8.61K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 110 | $8.77K | 0.00% | −78,613−99.9% | Reduced |
| NewSquare Capital LLC | 116 | $9.25K | 0.00% | +20+20.8% | Added |
| Raffa Wealth Management, LLC | 117 | $9.33K | 0.00% | +94+408.7% | Added |
| New Millennium Group LLC | 120 | $9.57K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 122 | $9.73K | 0.01% | −215−63.8% | Reduced |
| Global X Japan Co., Ltd. | 122 | $9.73K | 0.00% | +122 | New |
| Atlantic Edge Private Wealth Management, LLC | 125 | $9.97K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 135 | $10.8K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 135 | $10.8K | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 144 | $11.5K | 0.01% | +124+620.0% | Added |
| Heritage Wealth Advisors | 148 | $11.8K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $11.9K | 0.00% | +50+50.0% | Added |
| TD Private Client Wealth LLC | 160 | $12.8K | 0.00% | −181−53.1% | Reduced |
| Magnetar Financial LLC | 164 | $13.1K | 0.00% | +164 | New |