| Ogorek Anthony Joseph | 8 | $0 | 0.00% | −10−55.6% | Reduced |
| Quaker Wealth Management, LLC | 2 | $206 | 0.00% | −1−33.3% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $206 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $284 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $309 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 3 | $309 | 0.00% | +3 | New |
| SHP Wealth Management | 3 | $311 | 0.00% | +3 | New |
| Motco | 4 | $412 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $412 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $412 | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 4 | $412 | 0.00% | +4 | New |
| Luken Investment Analytics, LLC | 5 | $514 | 0.00% | +5 | New |
| 1015 Capital Partners, LLC | 5 | $514 | 0.00% | +5 | New |
| Sachetta, LLC | 5 | $515 | 0.00% | −15−75.0% | Reduced |
| South State Corp. | 5 | $515 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $515 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $515 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $515 | 0.00% | +2+66.7% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 5 | $566 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 6 | $617 | 0.00% | −2−25.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 6 | $617 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $618 | 0.00% | −2−25.0% | Reduced |
| Lodestone Wealth Management LLC | 7 | $720 | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $721 | 0.00% | −5−41.7% | Reduced |
| Clayton Financial Group LLC | 7 | $721 | 0.00% | +7 | New |
| Greenline Wealth Management LLC | 8 | $792 | 0.00% | +8 | New |
| Bay Harbor Wealth Management, LLC | 9 | $926 | 0.00% | +1+12.5% | Added |
| Ares Financial Consulting, LLC | 9 | $926 | 0.00% | +9 | New |
| True Wealth Design, LLC | 9 | $927 | 0.00% | −3−25.0% | Reduced |
| MV Capital Management, Inc. | 10 | $1.03K | 0.00% | −562−98.3% | Reduced |
| Financial Management Professionals, Inc. | 11 | $1.13K | 0.00% | −23−67.6% | Reduced |
| Principia Wealth Advisory, LLC | 11 | $1.13K | 0.00% | +1+10.0% | Added |
| Aspect Partners, LLC | 12 | $1.24K | 0.00% | −15−55.6% | Reduced |
| Retirement Wealth Solutions LLC | 12 | $1.24K | 0.00% | +2+20.0% | Added |
| Signature Resources Capital Management, LLC | 12 | $1.24K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 11 | $1.29K | 0.00% | −27−71.1% | Reduced |
| Bruce G. Allen Investments, LLC | 13 | $1.34K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 13 | $1.34K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $1.44K | 0.00% | +10+250.0% | Added |
| Winch Advisory Services, LLC | 15 | $1.54K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 16 | $1.65K | 0.00% | +10+166.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 17 | $1.75K | 0.00% | +17 | New |
| Abound Wealth Management | 17 | $1.75K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 18 | $1.85K | 0.00% | −54−75.0% | Reduced |
| Park Square Financial Group, LLC | 13 | $1.86K | 0.01% | +13 | New |
| ORG Partners LLC | 20 | $2.05K | 0.00% | −3−13.0% | Reduced |
| Golden State Wealth Management, LLC | 20 | $2.06K | 0.00% | −10−33.3% | Reduced |
| Howard Hughes Medical Institute | 24 | $2.47K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 24 | $2.47K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $2.88K | 0.00% | −2−6.7% | Reduced |
| Rothschild Investment LLC | 28 | $2.88K | 0.00% | +23+460.0% | Added |
| SJS Investment Consulting Inc. | 28 | $2.88K | 0.00% | +10+55.6% | Added |
| Capital Advisors, Ltd. LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 30 | $3.00K | 0.00% | +30 | New |
| AdvisorNet Financial, Inc | 31 | $3.19K | 0.00% | +3+10.7% | Added |
| Costello Asset Management, INC | 32 | $3.29K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 33 | $3.40K | 0.00% | −245−88.1% | Reduced |
| First Horizon Corp | 33 | $3.40K | 0.00% | −29−46.8% | Reduced |
| Fortitude Family Office, LLC | 34 | $3.50K | 0.00% | −34−50.0% | Reduced |
| Cranbrook Wealth Management, LLC | 37 | $3.81K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $3.81K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 37 | $3.81K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 38 | $3.91K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 40 | $4.00K | 0.00% | +40 | New |
| Caitong International Asset Management Co., Ltd | 40 | $4.12K | 0.00% | −171−81.0% | Reduced |
| Grove Bank & Trust | 40 | $4.12K | 0.00% | +40 | New |
| TD Capital Management LLC | 46 | $4.73K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 47 | $4.84K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 40 | $4.99K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 50 | $5.14K | 0.00% | −102,085−100.0% | Reduced |
| Bayforest Capital Ltd | 58 | $5.97K | 0.00% | +58 | New |
| Wilkerson Advisory Group LLC | 58 | $5.97K | 0.00% | +58 | New |
| Sunbelt Securities, Inc. | 59 | $6.07K | 0.00% | +49+490.0% | Added |
| Keating Financial Advisory Services, Inc. | 63 | $6.48K | 0.00% | +63 | New |
| Atlantic Trust, LLC | 67 | $6.89K | 0.00% | +32+91.4% | Added |
| Avion Wealth | 72 | $7.00K | 0.00% | +42+140.0% | Added |
| Optiver Holding B.V. | 69 | $7.10K | 0.00% | +69 | New |
| Quent Capital, LLC | 70 | $7.20K | 0.00% | −4−5.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 70 | $7.20K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 72 | $7.41K | 0.00% | +50+227.3% | Added |
| LRI Investments, LLC | 75 | $7.72K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 78 | $8.03K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 79 | $8.13K | 0.00% | +79 | New |
| Wealth Enhancement Trust Services, Inc. | 81 | $8.33K | 0.00% | +81 | New |
| Activest Wealth Management | 82 | $8.44K | 0.00% | −48−36.9% | Reduced |
| Private Wealth Management Group, LLC | 87 | $8.95K | 0.00% | +3+3.6% | Added |
| GW&K Investment Management, LLC | 87 | $9.00K | 0.00% | −16−15.5% | Reduced |
| Concord Wealth Partners | 90 | $9.26K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 105 | $10.0K | 0.00% | −5,901−98.3% | Reduced |
| Quarry LP | 99 | $10.2K | 0.00% | −2,211−95.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 100 | $10.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 101 | $10.4K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 102 | $10.5K | 0.01% | −34−25.0% | Reduced |
| Asset Dedication, LLC | 103 | $10.6K | 0.00% | +90+692.3% | Added |
| Key Financial Inc | 113 | $11.6K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 121 | $12.0K | 0.00% | +7+6.1% | Added |
| Mascoma Wealth Management LLC | 122 | $12.6K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 128 | $13.2K | 0.00% | +99+341.4% | Added |
| Rakuten Securities, Inc. | 132 | $13.6K | 0.00% | −24−15.4% | Reduced |
| Bartlett & Co. Wealth Management LLC | 134 | $13.8K | 0.00% | +24+21.8% | Added |
