| Avion Wealth | 18 | $0 | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 10 | $0 | 0.00% | +10 | New |
| Keating Financial Advisory Services, Inc. | 1 | $29 | 0.00% | −14−93.3% | Reduced |
| Financial Management Professionals, Inc. | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 2 | $59 | 0.00% | −28−93.3% | Reduced |
| HFM Investment Advisors, LLC | 2 | $59 | 0.00% | −2−50.0% | Reduced |
| Planning Strategies Inc. | 2 | $59 | 0.00% | +2 | New |
| Salomon & Ludwin, LLC | 2 | $64 | 0.00% | −5−71.4% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3 | $83 | 0.00% | +3 | New |
| Mosley Wealth Management | 3 | $88 | 0.00% | +3 | New |
| 3 Factor Indexing, LLC | 3 | $88 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $117 | 0.00% | +3+300.0% | Added |
| Beaird Harris Wealth Management, LLC | 6 | $176 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 6 | $184 | 0.00% | −122−95.3% | Reduced |
| Principia Wealth Advisory, LLC | 7 | $205 | 0.00% | +5+250.0% | Added |
| Buck Wealth Strategies, LLC | 7 | $205 | 0.00% | +7 | New |
| Bogart Wealth, LLC | 8 | $234 | 0.00% | −26−76.5% | Reduced |
| JFS Wealth Advisors, LLC | 8 | $235 | 0.00% | −13−61.9% | Reduced |
| Central Trust Co | 9 | $264 | 0.00% | +9 | New |
| Allied Private Wealth LLC | 10 | $306 | 0.00% | +10 | New |
| Mascoma Wealth Management LLC | 12 | $351 | 0.00% | +12 | New |
| Retirement Wealth Solutions LLC | 13 | $381 | 0.00% | −4−23.5% | Reduced |
| Dunhill Financial, LLC | 14 | $409 | 0.00% | −5−26.3% | Reduced |
| Burkett Financial Services, LLC | 15 | $439 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 18 | $527 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 18 | $528 | 0.00% | +18 | New |
| Sachetta, LLC | 19 | $557 | 0.00% | −75−79.8% | Reduced |
| TFC Financial Management | 19 | $557 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $586 | 0.00% | −19−48.7% | Reduced |
| Cromwell Holdings LLC | 20 | $586 | 0.00% | −10−33.3% | Reduced |
| Brown, Lisle/Cummings, Inc. | 20 | $586 | 0.00% | +20 | New |
| Synergy Investment Management, LLC | 21 | $606 | 0.00% | +21 | New |
| Manning & Napier Advisors LLC | 21 | $626 | 0.00% | +21 | New |
| Owl Creek Wealth Partners LLC | 25 | $732 | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 26 | $761 | 0.00% | −25,010−99.9% | Reduced |
| Fortitude Family Office, LLC | 31 | $908 | 0.00% | −4−11.4% | Reduced |
| Coston, McIsaac & Partners | 61 | $1.00K | 0.00% | +61 | New |
| Financial Network Wealth Advisors LLC | 35 | $1.02K | 0.00% | +6+20.7% | Added |
| Institute for Wealth Management, LLC. | 35 | $1.02K | 0.00% | +35 | New |
| Silver Grove Financial Group, Inc. | 36 | $1.05K | 0.00% | +36 | New |
| Highline Wealth Partners LLC | 38 | $1.11K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 41 | $1.20K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 41 | $1.20K | 0.00% | +36+720.0% | Added |
| Prestige Wealth Management Group LLC | 41 | $1.20K | 0.00% | −51−55.4% | Reduced |
| Aventura Private Wealth, LLC | 43 | $1.26K | 0.00% | +25+138.9% | Added |
| CoreCap Advisors, LLC | 46 | $1.35K | 0.00% | −38−45.2% | Reduced |
| Pinnacle Bancorp, Inc. | 47 | $1.38K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 48 | $1.41K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 49 | $1.44K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 50 | $1.46K | 0.00% | +45+900.0% | Added |
| Nemes Rush Group LLC | 51 | $1.49K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 50 | $1.59K | 0.00% | +50 | New |
| Acumen Wealth Advisors, LLC | 55 | $1.61K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 66 | $1.98K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 70 | $2.05K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 75 | $2.20K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 76 | $2.23K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 76 | $2.23K | 0.00% | +76 | New |
| Independence Bank of Kentucky | 85 | $2.49K | 0.00% | −80−48.5% | Reduced |
| MV Capital Management, Inc. | 88 | $2.58K | 0.00% | +22+33.3% | Added |
| Activest Wealth Management | 99 | $2.90K | 0.00% | −2,908−96.7% | Reduced |
| Morse Asset Management, Inc | 100 | $2.93K | 0.00% | −75−42.9% | Reduced |
| Signature Equity Partners, LLC | 100 | $2.93K | 0.00% | +100 | New |
| FNY Investment Advisers, LLC | 125 | $3.00K | 0.00% | +125 | New |
| Vision Financial Markets LLC | 100 | $3.19K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 116 | $3.40K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 119 | $3.48K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 127 | $3.72K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 127 | $3.72K | 0.00% | +127 | New |
| Atlantic Trust, LLC | 133 | $3.90K | 0.00% | −3−2.2% | Reduced |
| Farmers & Merchants Investments Inc | 136 | $3.98K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 138 | $4.00K | 0.00% | +138 | New |
| Park Place Capital Corp | 138 | $4.04K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 150 | $4.39K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 160 | $4.68K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 160 | $4.68K | 0.00% | +160 | New |
| Aspect Partners, LLC | 167 | $4.89K | 0.00% | +2+1.2% | Added |
| Dougherty Wealth Advisers LLC | 174 | $5.09K | 0.00% | +174 | New |
| Rossby Financial, LCC | 178 | $5.21K | 0.00% | −353−66.5% | Reduced |
| SJS Investment Consulting Inc. | 192 | $5.62K | 0.00% | +171+814.3% | Added |
| Action Point Financial Planning, LLC | 199 | $5.74K | 0.00% | +199 | New |
| Danske Bank A/S | 200 | $5.86K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 200 | $5.86K | 0.00% | +200 | New |
| Covestor Ltd | 192 | $6.00K | 0.00% | +2+1.1% | Added |
| Parkside Financial Bank & Trust | 220 | $6.44K | 0.00% | −225−50.6% | Reduced |
| Quent Capital, LLC | 230 | $6.73K | 0.00% | +66+40.2% | Added |
| Strategic Wealth Partners, Ltd. | 250 | $7.32K | 0.00% | −790−76.0% | Reduced |
| Caitlin John, LLC | 267 | $7.82K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 268 | $7.85K | 0.00% | −729−73.1% | Reduced |
| Capital Advisors, Ltd. LLC | 276 | $8.00K | 0.00% | −3−1.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 280 | $8.20K | 0.00% | 00.0% | Unchanged |
| Bellecapital International Ltd. | 286 | $8.37K | 0.00% | +286 | New |
| Bartlett & Co. Wealth Management LLC | 300 | $8.78K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 300 | $8.78K | 0.00% | +300 | New |
| Toth Financial Advisory Corp | 311 | $9.11K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 316 | $9.25K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 339 | $9.91K | 0.00% | −183−35.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 340 | $9.96K | 0.00% | +50+17.2% | Added |
| Aster Capital Management (DIFC) Ltd | 344 | $10.1K | 0.00% | +344 | New |
| MCF Advisors LLC | 384 | $11.2K | 0.00% | −14−3.5% | Reduced |