| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $0 | 0.00% | +5+166.7% | Added |
| Activest Wealth Management | 1 | $55 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 1 | $93 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $94 | 0.00% | −2−66.7% | Reduced |
| Cornerstone Planning Group LLC | 2 | $179 | 0.00% | −1−33.3% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $187 | 0.00% | −4−66.7% | Reduced |
| Rakuten Securities, Inc. | 2 | $187 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $187 | 0.00% | +2 | New |
| Key Financial Inc | 3 | $272 | 0.00% | +3 | New |
| Salomon & Ludwin, LLC | 3 | $278 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $373 | 0.00% | −6−60.0% | Reduced |
| Harbor Investment Advisory, LLC | 4 | $373 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4 | $373 | 0.00% | +4 | New |
| North Star Investment Management Corp. | 5 | $466 | 0.00% | +5 | New |
| Anfield Capital Management, LLC | 5 | $466 | 0.00% | +5 | New |
| Quent Capital, LLC | 5 | $466 | 0.00% | +5 | New |
| South State Corp. | 5 | $467 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 6 | $559 | 0.00% | −1−14.3% | Reduced |
| HFM Investment Advisors, LLC | 6 | $560 | 0.00% | −3−33.3% | Reduced |
| Rothschild Investment LLC | 6 | $560 | 0.00% | +6 | New |
| Cedar Mountain Advisors, LLC | 7 | $653 | 0.00% | +7 | New |
| Archer Investment Corp | 8 | $746 | 0.00% | −8−50.0% | Reduced |
| Tortoise Investment Management, LLC | 8 | $746 | 0.00% | +3+60.0% | Added |
| WealthCollab, LLC | 10 | $933 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 10 | $933 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 10 | $933 | 0.00% | +1+11.1% | Added |
| Raffa Wealth Management, LLC | 10 | $933 | 0.00% | +10 | New |
| JPL Wealth Management, LLC | 10 | $933 | 0.00% | +10 | New |
| Cloud Capital Management, LLC | 19 | $1.00K | 0.00% | +19 | New |
| Retirement Wealth Solutions LLC | 11 | $1.03K | 0.00% | +11 | New |
| Beaird Harris Wealth Management, LLC | 12 | $1.12K | 0.00% | +6+100.0% | Added |
| Kilter Group LLC | 13 | $1.21K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 16 | $1.49K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 17 | $1.59K | 0.00% | +17 | New |
| Hughes Financial Services, LLC | 18 | $1.65K | 0.00% | +12+200.0% | Added |
| NBC Securities, Inc. | 18 | $1.68K | 0.00% | −201−91.8% | Reduced |
| Bruce G. Allen Investments, LLC | 18 | $1.68K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 18 | $1.72K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 20 | $1.86K | 0.00% | +20 | New |
| Cape Investment Advisory, Inc. | 21 | $1.96K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $2.05K | 0.00% | −2−8.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 23 | $2.15K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 24 | $2.24K | 0.00% | +24 | New |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.33K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 25 | $2.33K | 0.00% | +25 | New |
| TD Capital Management LLC | 27 | $2.52K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 27 | $2.52K | 0.00% | +27 | New |
| Provenance Wealth Advisors, LLC | 28 | $2.61K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 30 | $2.80K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 30 | $2.80K | 0.00% | 00.0% | Unchanged |
| Ossiam | 31 | $2.89K | 0.00% | −899−96.7% | Reduced |
| Financial Network Wealth Advisors LLC | 32 | $2.98K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 34 | $3.17K | 0.00% | −26−43.3% | Reduced |
| AdvisorNet Financial, Inc | 35 | $3.26K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 36 | $3.36K | 0.00% | +36 | New |
| First Command Advisory Services, Inc. | 39 | $3.64K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $3.73K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 41 | $3.82K | 0.00% | +1+2.5% | Added |
| Carolina Wealth Advisors, LLC | 42 | $3.92K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 43 | $4.01K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 52 | $4.85K | 0.00% | −45−46.4% | Reduced |
| Bare Financial Services, Inc | 56 | $5.22K | 0.00% | +2+3.7% | Added |
| Holos Integrated Wealth LLC | 62 | $5.58K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 61 | $5.69K | 0.00% | +61 | New |
| DAGCO, Inc. | 62 | $5.78K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 63 | $5.88K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $5.97K | 0.00% | −59−48.0% | Reduced |
| Wealth Watch Advisors, INC | 69 | $6.43K | 0.00% | +69 | New |
| JFS Wealth Advisors, LLC | 69 | $6.43K | 0.00% | −19−21.6% | Reduced |
| Tradewinds Capital Management, LLC | 72 | $6.71K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 74 | $6.90K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 74 | $6.90K | 0.00% | +63+572.7% | Added |
| Private Wealth Management Group, LLC | 76 | $7.09K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 82 | $7.65K | 0.00% | +1+1.2% | Added |
| Fortitude Family Office, LLC | 97 | $9.04K | 0.00% | +3+3.2% | Added |
| Bayforest Capital Ltd | 98 | $9.14K | 0.00% | −374−79.2% | Reduced |
| Newbridge Financial Services Group, Inc. | 100 | $9.32K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 103 | $9.61K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 105 | $9.79K | 0.00% | −992−90.4% | Reduced |
| Frazier Financial Advisors, LLC | 106 | $9.88K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 106 | $10.0K | 0.01% | −160−60.2% | Reduced |
| Parkside Financial Bank & Trust | 117 | $10.9K | 0.00% | −130−52.6% | Reduced |
| Farmers & Merchants Investments Inc | 118 | $11.0K | 0.00% | +5+4.4% | Added |
| Transamerica Financial Advisors, Inc. | 118 | $11.0K | 0.00% | +118 | New |
| Decker Retirement Planning Inc. | 124 | $11.6K | 0.01% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 130 | $11.7K | 0.01% | −150−53.6% | Reduced |
| Harbour Investments, Inc. | 127 | $11.8K | 0.00% | −1,027−89.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 133 | $12.4K | 0.00% | +133 | New |
| Bell Investment Advisors, Inc | 149 | $13.9K | 0.00% | +5+3.5% | Added |
| CoreCap Advisors, LLC | 151 | $14.1K | 0.00% | −6−3.8% | Reduced |
| Atlantic Trust, LLC | 159 | $14.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 177 | $16.0K | 0.00% | −32−15.3% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 173 | $16.0K | 0.00% | +173 | New |
| True Wealth Design, LLC | 176 | $16.4K | 0.01% | −120−40.5% | Reduced |
| SOA Wealth Advisors, LLC. | 187 | $17.4K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 192 | $17.9K | 0.00% | −83−30.2% | Reduced |
| Crowley Wealth Management, Inc. | 200 | $18.6K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 200 | $18.6K | 0.01% | +100+100.0% | Added |