| Global Wealth Strategies & Associates | 0 | $51 | 0.00% | −9−100.0% | Reduced |
| Front Row Advisors LLC | 1 | $173 | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 1 | $194 | 0.00% | +1 | New |
| Aspect Partners, LLC | 1 | $194 | 0.00% | +1 | New |
| Whipplewood Advisors, LLC | 1 | $194 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $194 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $311 | 0.00% | −9−81.8% | Reduced |
| Stone House Investment Management, LLC | 2 | $388 | 0.00% | −2−50.0% | Reduced |
| Davis Capital Management | 2 | $388 | 0.00% | −2−50.0% | Reduced |
| Strategic Investment Solutions, Inc. | 2 | $388 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $404 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 3 | $582 | 0.00% | +3 | New |
| Quattro Advisors LLC | 3 | $582 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 3 | $583 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 4 | $776 | 0.00% | +4 | New |
| Luminist Capital LLC | 4 | $776 | 0.00% | +4 | New |
| Investors Portfolio Services LLC | 5 | $920 | 0.00% | +5 | New |
| Aventura Private Wealth, LLC | 5 | $970 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 5 | $971 | 0.00% | +1+25.0% | Added |
| Roble, Belko & Company, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 6 | $1.16K | 0.00% | +6 | New |
| Signature Equity Partners, LLC | 6 | $1.16K | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 7 | $1.36K | 0.00% | −2−22.2% | Reduced |
| Evolution Wealth Management Inc. | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 7 | $1.36K | 0.00% | +7 | New |
| PayPay Securities Corp | 8 | $1.55K | 0.05% | +1+14.3% | Added |
| American Capital Advisory, LLC | 8 | $1.55K | 0.00% | +2+33.3% | Added |
| Dunhill Financial, LLC | 8 | $1.61K | 0.00% | +2+33.3% | Added |
| Signature Resources Capital Management, LLC | 9 | $1.75K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 9 | $1.77K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 10 | $1.94K | 0.00% | +10 | New |
| Monetary Solutions, Ltd | 10 | $1.94K | 0.00% | +10 | New |
| Valley National Advisers Inc | 14 | $2.00K | 0.00% | −38−73.1% | Reduced |
| High Note Wealth, LLC | 12 | $2.33K | 0.00% | −20−62.5% | Reduced |
| Greykasell Wealth Strategies, Inc. | 12 | $2.33K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 13 | $2.52K | 0.01% | −120−90.2% | Reduced |
| Clark Wealth Partners | 14 | $2.72K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 14 | $2.72K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 14 | $2.73K | 0.00% | +7+100.0% | Added |
| Redmont Wealth Advisors LLC | 15 | $2.91K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 18 | $3.00K | 0.00% | +18 | New |
| Winch Advisory Services, LLC | 17 | $3.31K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 18 | $3.49K | 0.00% | +18 | New |
| MidFirst Bank | 1,271 | $3.49K | 0.00% | +1,271 | New |
| Cornerstone Financial Management LLC | 18 | $3.49K | 0.00% | +18 | New |
| Clayton Financial Group LLC | 18 | $3.49K | 0.00% | +18 | New |
| Country Trust Bank | 19 | $3.69K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 19 | $3.69K | 0.00% | +2+11.8% | Added |
| Proathlete Wealth Management LLC | 19 | $3.69K | 0.00% | +19 | New |
| Trust Co | 20 | $3.88K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 21 | $4.08K | 0.00% | +21 | New |
| HFM Investment Advisors, LLC | 22 | $4.27K | 0.00% | +13+144.4% | Added |
| Basepoint Wealth LLC | 22 | $4.38K | 0.00% | +22 | New |
| Strategic Wealth Partners, Ltd. | 23 | $4.46K | 0.00% | −20−46.5% | Reduced |
| PFS Partners, LLC | 24 | $4.59K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 24 | $4.63K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 24 | $4.66K | 0.00% | +6+33.3% | Added |
| Imprint Wealth LLC | 24 | $4.66K | 0.02% | −107−81.7% | Reduced |
| Ares Financial Consulting, LLC | 24 | $4.66K | 0.00% | +24 | New |
| Advocate Investing Services LLC | 24 | $4.66K | 0.00% | +24 | New |
| Legacy Bridge, LLC | 26 | $5.05K | 0.00% | +26 | New |
| Bay Harbor Wealth Management, LLC | 27 | $5.24K | 0.00% | +12+80.0% | Added |
| Truvestments Capital LLC | 27 | $5.24K | 0.00% | −70−72.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 27 | $5.24K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 29 | $5.63K | 0.00% | −8−21.6% | Reduced |
| Hughes Financial Services, LLC | 29 | $5.68K | 0.00% | +2+7.4% | Added |
| Wellington-Altus USA Inc. | 31 | $6.02K | 0.00% | +31 | New |
| Ankerstar Wealth, LLC | 33 | $6.40K | 0.01% | +33 | New |
| Entrust Financial LLC | 33 | $6.41K | 0.00% | +33 | New |
| AdvisorNet Financial, Inc | 34 | $6.62K | 0.00% | −50−59.5% | Reduced |
| DAGCO, Inc. | 35 | $6.79K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 35 | $6.79K | 0.00% | +23+191.7% | Added |
| Private Wealth Management Group, LLC | 35 | $6.79K | 0.00% | −2−5.4% | Reduced |
| Fortitude Family Office, LLC | 36 | $6.99K | 0.00% | −3−7.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 36 | $6.99K | 0.00% | +36 | New |
| Avion Wealth | 38 | $7.00K | 0.00% | −11−22.4% | Reduced |
| Wealth Preservation Advisors, LLC | 37 | $7.18K | 0.00% | 00.0% | Unchanged |
| Abound Financial, LLC | 37 | $7.18K | 0.00% | +37 | New |
| Wilkerson Advisory Group LLC | 37 | $7.18K | 0.00% | +37 | New |
| SOA Wealth Advisors, LLC. | 37 | $7.22K | 0.00% | −95−72.0% | Reduced |
| SJS Investment Consulting Inc. | 39 | $7.57K | 0.00% | −27−40.9% | Reduced |
| Barrett & Company, Inc. | 40 | $7.76K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 40 | $7.76K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 40 | $7.76K | 0.00% | +21+110.5% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 42 | $8.15K | 0.01% | +8+23.5% | Added |
| Guinness Atkinson Asset Management Inc | 42 | $8.20K | 0.00% | +42 | New |
| Crews Bank & Trust | 43 | $8.35K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 45 | $8.73K | 0.00% | −4−8.2% | Reduced |
| Raffa Wealth Management, LLC | 45 | $8.73K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 45 | $8.73K | 0.00% | +45 | New |
| Kilter Group LLC | 45 | $8.73K | 0.00% | +12+36.4% | Added |
| Clal Insurance Enterprises Holdings Ltd | 47 | $9.00K | 0.00% | −10−17.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 47 | $9.12K | 0.01% | +47 | New |
| Prestige Wealth Management Group LLC | 48 | $9.32K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 48 | $9.32K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 48 | $9.35K | 0.00% | +38+380.0% | Added |
| Glass Jacobson Investment Advisors llc | 50 | $9.70K | 0.00% | 00.0% | Unchanged |