| CKW Financial Group | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $64 | 0.00% | −280−99.3% | Reduced |
| Hudson Bay Capital Management LP | 3 | $95 | 0.00% | +3 | New |
| Grey Fox Wealth Advisors, LLC | 3 | $104 | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 4 | $126 | 0.00% | +4 | New |
| Imprint Wealth LLC | 4 | $126 | 0.00% | +4 | New |
| Palisade Asset Management, LLC | 4 | $127 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 5 | $149 | 0.00% | −2−28.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 7 | $221 | 0.00% | −1−12.5% | Reduced |
| WestEnd Advisors, LLC | 9 | $284 | 0.00% | +2+28.6% | Added |
| First Pacific Financial | 9 | $285 | 0.00% | +9 | New |
| Tompkins Financial Corp | 10 | $316 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 10 | $316 | 0.00% | +10 | New |
| Kilter Group LLC | 10 | $316 | 0.00% | +10 | New |
| Rossby Financial, LCC | 10 | $320 | 0.00% | −13−56.5% | Reduced |
| Caldwell Trust Co | 12 | $379 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 12 | $381 | 0.00% | +12 | New |
| HFM Investment Advisors, LLC | 13 | $411 | 0.00% | −1−7.1% | Reduced |
| AdvisorNet Financial, Inc | 13 | $411 | 0.00% | +8+160.0% | Added |
| Y.D. More Investments Ltd | 4,628 | $442 | 0.00% | +4,628 | New |
| NVWM, LLC | 16 | $505 | 0.00% | +16 | New |
| TFC Financial Management | 16 | $506 | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $639 | 0.00% | −9−31.0% | Reduced |
| Guerra Advisors Inc | 25 | $790 | 0.00% | +25 | New |
| Transamerica Financial Advisors, Inc. | 28 | $880 | 0.00% | +21+300.0% | Added |
| Hughes Financial Services, LLC | 31 | $950 | 0.00% | +15+93.8% | Added |
| Hemington Wealth Management | 59 | $1.00K | 0.00% | −49−45.4% | Reduced |
| Cloud Capital Management, LLC | 32 | $1.00K | 0.00% | +32 | New |
| PayPay Securities Corp | 33 | $1.04K | 0.04% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 40 | $1.21K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $1.26K | 0.00% | +40 | New |
| ZRC Wealth Management, LLC | 40 | $1.26K | 0.00% | +40 | New |
| Howard Hughes Medical Institute | 42 | $1.33K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 47 | $1.48K | 0.00% | +47 | New |
| Delta Asset Management LLC | 50 | $1.58K | 0.00% | −50−50.0% | Reduced |
| American Capital Advisory, LLC | 52 | $1.64K | 0.00% | +52 | New |
| Bare Financial Services, Inc | 54 | $1.71K | 0.00% | −39−41.9% | Reduced |
| New Millennium Group LLC | 58 | $1.84K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 62 | $1.96K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 62 | $1.96K | 0.00% | +62 | New |
| High Note Wealth, LLC | 68 | $2.15K | 0.00% | −50−42.4% | Reduced |
| S&T Bank | 74 | $2.34K | 0.00% | +11+17.5% | Added |
| DT Investment Partners, LLC | 75 | $2.37K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 75 | $2.37K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 75 | $2.37K | 0.00% | +75 | New |
| Rialto Wealth Management, LLC | 76 | $2.40K | 0.00% | −36−32.1% | Reduced |
| MV Capital Management, Inc. | 83 | $2.62K | 0.00% | −51−38.1% | Reduced |
| South State Corp. | 86 | $2.72K | 0.00% | +76+760.0% | Added |
| Bartlett & Co. Wealth Management LLC | 86 | $2.72K | 0.00% | +86 | New |
| Roble, Belko & Company, Inc | 86 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 100 | $3.16K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $3.16K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 100 | $3.16K | 0.00% | +100 | New |
| GHP Investment Advisors, Inc. | 103 | $3.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 104 | $3.29K | 0.00% | +38+57.6% | Added |
| Bank & Trust Co | 105 | $3.32K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 104 | $3.33K | 0.00% | +104 | New |
| Smartleaf Asset Management LLC | 109 | $3.36K | 0.00% | −14−11.4% | Reduced |
| First Command Advisory Services, Inc. | 108 | $3.41K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 122 | $3.85K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 122 | $3.85K | 0.00% | +3+2.5% | Added |
| Binnacle Investments Inc | 124 | $3.92K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 126 | $3.98K | 0.00% | −4,942−97.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 112 | $4.00K | 0.00% | −238−68.0% | Reduced |
| Avion Wealth | 139 | $4.00K | 0.00% | +96+223.3% | Added |
| Fairman Group, LLC | 127 | $4.01K | 0.00% | +2+1.6% | Added |
| Farmers & Merchants Investments Inc | 137 | $4.33K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 144 | $4.60K | 0.00% | +144 | New |
| Cape Investment Advisory, Inc. | 148 | $4.67K | 0.00% | −344−69.9% | Reduced |
| Bangor Savings Bank | 150 | $4.74K | 0.00% | +150 | New |
| Vestcor Inc | 165 | $5.00K | 0.00% | −2,517−93.8% | Reduced |
| Colonial Trust Co | 160 | $5.05K | 0.00% | +156+3,900.0% | Added |
| Wealthspire Advisors, LLC | 173 | $5.47K | 0.00% | +173 | New |
| Versant Capital Management, Inc | 182 | $5.75K | 0.00% | +74+68.5% | Added |
| GPS Wealth Strategies Group, LLC | 184 | $5.81K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 184 | $5.81K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 185 | $5.84K | 0.00% | +161+670.8% | Added |
| Sofos Investments, Inc. | 189 | $5.97K | 0.00% | +189 | New |
| GW&K Investment Management, LLC | 202 | $6.00K | 0.00% | +137+210.8% | Added |
| Atlantic Trust, LLC | 195 | $6.16K | 0.00% | −321−62.2% | Reduced |
| Costello Asset Management, INC | 200 | $6.30K | 0.00% | +1+0.5% | Added |
| Centennial Bank | 200 | $6.32K | 0.00% | −50−20.0% | Reduced |
| Godsey & Gibb Associates | 200 | $6.32K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $6.32K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 200 | $6.32K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 200 | $6.32K | 0.00% | +200 | New |
| Essential Partners LLC | 208 | $6.57K | 0.00% | +189+994.7% | Added |
| Citizens National Bank Trust Department | 215 | $6.79K | 0.00% | 00.0% | Unchanged |
| City State Bank | 215 | $6.79K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 227 | $7.17K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 234 | $7.39K | 0.00% | +34+17.0% | Added |
| Rakuten Securities, Inc. | 235 | $7.42K | 0.00% | +35+17.5% | Added |
| CVA Family Office, LLC | 240 | $7.58K | 0.00% | +195+433.3% | Added |
| Vision Financial Markets LLC | 240 | $7.58K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 250 | $7.89K | 0.00% | −22−8.1% | Reduced |
| JNBA Financial Advisors | 250 | $7.89K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 257 | $8.00K | 0.00% | −6−2.3% | Reduced |
| Capital Advisors, Ltd. LLC | 244 | $8.00K | 0.00% | +234+2,340.0% | Added |
| Rise Advisors, LLC | 265 | $8.37K | 0.00% | −14−5.0% | Reduced |