| Ogorek Anthony Joseph | 1 | $0 | 0.00% | +1 | New |
| HighMark Wealth Management LLC | 0 | $116 | 0.00% | 0 | New |
| Bullseye Investment Management, LLC | 1 | $388 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $388 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 1 | $388 | 0.00% | +1 | New |
| Rachor Investment Advisory Services, LLC | 1 | $389 | 0.00% | −2−66.7% | Reduced |
| TFC Financial Management | 1 | $389 | 0.00% | +1 | New |
| Clayton Financial Group LLC | 1 | $389 | 0.00% | +1 | New |
| Key Financial Inc | 2 | $776 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $776 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $776 | 0.00% | +2 | New |
| Mascoma Wealth Management LLC | 2 | $776 | 0.00% | +2 | New |
| First Command Advisory Services, Inc. | 2 | $776 | 0.00% | +2 | New |
| Aspect Partners, LLC | 2 | $776 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $776 | 0.00% | +2 | New |
| Synergy Investment Management, LLC | 2 | $776 | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $776 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $777 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $777 | 0.00% | +1+100.0% | Added |
| Nvest Wealth Strategies, Inc. | 2 | $777 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $1.17K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 3 | $1.17K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $1.55K | 0.00% | −1−20.0% | Reduced |
| DecisionPoint Financial, LLC | 4 | $1.55K | 0.00% | 00.0% | Unchanged |
| Trust Co | 5 | $1.94K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $1.94K | 0.00% | +2+66.7% | Added |
| Portus Wealth Advisors, LLC | 5 | $1.94K | 0.00% | +5 | New |
| MCF Advisors LLC | 5 | $1.94K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 5 | $1.94K | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $1.94K | 0.00% | +5 | New |
| Harbor Investment Advisory, LLC | 6 | $2.33K | 0.00% | +6 | New |
| Heritage Wealth Advisors | 6 | $2.33K | 0.00% | +6 | New |
| Washington Trust Advisors, Inc. | 6 | $2.33K | 0.00% | +6 | New |
| American Capital Advisory, LLC | 6 | $2.33K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 6 | $2.39K | 0.00% | −1−14.3% | Reduced |
| HFM Investment Advisors, LLC | 7 | $2.72K | 0.00% | −5−41.7% | Reduced |
| Chelsea Counsel Co | 7 | $2.72K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $2.72K | 0.00% | +7 | New |
| Bare Financial Services, Inc | 9 | $3.50K | 0.00% | −3−25.0% | Reduced |
| Clark Wealth Partners | 9 | $3.50K | 0.00% | +9 | New |
| Bartlett & Co. Wealth Management LLC | 7 | $3.77K | 0.00% | +7 | New |
| IFG Advisory, LLC | 10 | $3.88K | 0.01% | −2,541−99.6% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $3.88K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 10 | $3.88K | 0.00% | +10 | New |
| Financial Consulate, Inc | 10 | $3.88K | 0.00% | +10 | New |
| WPG Advisers, LLC | 11 | $4.27K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 12 | $4.66K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 12 | $4.66K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $4.66K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 13 | $5.05K | 0.00% | −7−35.0% | Reduced |
| Rialto Wealth Management, LLC | 13 | $5.05K | 0.00% | +4+44.4% | Added |
| JPL Wealth Management, LLC | 13 | $5.05K | 0.00% | +13 | New |
| Moisand Fitzgerald Tamayo, LLC | 14 | $5.44K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $5.82K | 0.00% | +1+7.1% | Added |
| Global Trust Asset Management, LLC | 15 | $5.82K | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 16 | $6.21K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 17 | $6.60K | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 17 | $6.60K | 0.01% | +17 | New |
| Legacy Wealth Managment, LLC | 17 | $6.60K | 0.00% | +17 | New |
| Dunhill Financial, LLC | 18 | $7.32K | 0.00% | +16+800.0% | Added |
| North Star Investment Management Corp. | 19 | $7.38K | 0.00% | −3−13.6% | Reduced |
| Toth Financial Advisory Corp | 20 | $7.76K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 20 | $7.76K | 0.00% | +20 | New |
| Spire Wealth Management | 21 | $8.15K | 0.00% | +2+10.5% | Added |
| Accent Capital Management, LLC | 21 | $8.15K | 0.00% | +21 | New |
| Bay Harbor Wealth Management, LLC | 23 | $8.93K | 0.00% | +9+64.3% | Added |
| Clear Street Markets LLC | 23 | $8.93K | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $8.93K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 24 | $9.32K | 0.01% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 24 | $9.32K | 0.01% | +3+14.3% | Added |
| Ancora Advisors, LLC | 24 | $9.32K | 0.00% | +5+26.3% | Added |
| Abound Wealth Management | 24 | $9.32K | 0.00% | +7+41.2% | Added |
| ZRC Wealth Management, LLC | 24 | $9.32K | 0.00% | +16+200.0% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 24 | $9.32K | 0.00% | +24 | New |
| Atlantic Edge Private Wealth Management, LLC | 25 | $9.71K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 25 | $9.71K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 25 | $9.71K | 0.01% | +6+31.6% | Added |
| Cromwell Holdings LLC | 25 | $9.71K | 0.01% | +13+108.3% | Added |
| South State Corp. | 26 | $10.1K | 0.00% | +5+23.8% | Added |
| High Note Wealth, LLC | 28 | $10.9K | 0.00% | −16−36.4% | Reduced |
| Valley National Advisers Inc | 30 | $11.0K | 0.00% | −14−31.8% | Reduced |
| Signature Equity Partners, LLC | 29 | $11.3K | 0.01% | +23+383.3% | Added |
| SHP Wealth Management | 29 | $11.3K | 0.00% | +15+107.1% | Added |
| Ares Financial Consulting, LLC | 28 | $11.6K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 30 | $11.6K | 0.00% | +21+233.3% | Added |
| Berbice Capital Management LLC | 30 | $11.6K | 0.01% | +30 | New |
| Avion Wealth | 31 | $12.0K | 0.00% | +4+14.8% | Added |
| CX Institutional | 30 | $12.0K | 0.00% | +26+650.0% | Added |
| Clearstead Advisors, LLC | 33 | $12.8K | 0.00% | −477−93.5% | Reduced |
| Strive Financial Group ,LLC | 34 | $13.0K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 34 | $13.2K | 0.00% | +10+41.7% | Added |
| Cassaday & Co Wealth Management LLC | 37 | $14.4K | 0.00% | +37 | New |
| Boreal Capital Management LLC | 39 | $15.1K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 39 | $15.1K | 0.00% | +14+56.0% | Added |
| Cornerstone Planning Group LLC | 28 | $15.3K | 0.00% | +21+300.0% | Added |
| Joseph Group Capital Management | 41 | $15.9K | 0.00% | +41 | New |
| Murphy & Mullick Capital Management Corp | 42 | $16.3K | 0.01% | 00.0% | Unchanged |
| Swiss Re Ltd | 43 | $16.7K | 0.10% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 44 | $17.1K | 0.01% | +34+340.0% | Added |
| Marquette Asset Management, LLC | 44 | $17.1K | 0.00% | +6+15.8% | Added |