| Quaker Wealth Management, LLC | 2 | $71 | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 3 | $105 | 0.00% | +3 | New |
| Evolution Wealth Management Inc. | 5 | $176 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 5 | $176 | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 7 | $255 | 0.00% | −152−95.6% | Reduced |
| Davis Capital Management | 10 | $351 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 11 | $387 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 14 | $492 | 0.00% | +12+600.0% | Added |
| Curio Wealth, LLC | 14 | $492 | 0.00% | +14 | New |
| Aventura Private Wealth, LLC | 15 | $527 | 0.00% | −10−40.0% | Reduced |
| NVWM, LLC | 15 | $527 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 15 | $527 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 15 | $527 | 0.00% | +15 | New |
| DecisionPoint Financial, LLC | 16 | $563 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 18 | $633 | 0.00% | +18 | New |
| McGuire Capital Advisors Inc | 19 | $668 | 0.00% | −68−78.2% | Reduced |
| Copeland Capital Management, LLC | 20 | $702 | 0.00% | −27−57.4% | Reduced |
| Breakwater Investment Management | 21 | $738 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 22 | $774 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 25 | $879 | 0.00% | −300−92.3% | Reduced |
| Dunhill Financial, LLC | 25 | $881 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 28 | $984 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 48 | $1.00K | 0.00% | −27,411−99.8% | Reduced |
| Pin Oak Investment Advisors Inc | 17 | $1.00K | 0.00% | −888−98.1% | Reduced |
| Avion Wealth | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 29 | $1.02K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 29 | $1.02K | 0.00% | −349−92.3% | Reduced |
| First Command Advisory Services, Inc. | 31 | $1.09K | 0.00% | +31 | New |
| Highline Wealth Partners LLC | 32 | $1.12K | 0.00% | +32 | New |
| Founders Capital Management | 40 | $1.40K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 40 | $1.41K | 0.00% | +5+14.3% | Added |
| Arlington Trust Co LLC | 40 | $1.41K | 0.00% | +40 | New |
| Orion Capital Management LLC | 41 | $1.44K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 43 | $1.51K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 46 | $1.62K | 0.00% | −31−40.3% | Reduced |
| Raffa Wealth Management, LLC | 48 | $1.69K | 0.00% | +12+33.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 49 | $1.72K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $1.76K | 0.00% | +50 | New |
| Vermillion Wealth Management, Inc. | 53 | $1.86K | 0.00% | −147−73.5% | Reduced |
| Advocate Investing Services LLC | 54 | $1.90K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 55 | $1.93K | 0.00% | +9+19.6% | Added |
| TSFG, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $2.02K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 58 | $2.04K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 58 | $2.04K | 0.00% | +9+18.4% | Added |
| Elevated Capital Advisors, LLC | 63 | $2.21K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 64 | $2.25K | 0.00% | +64 | New |
| ZRC Wealth Management, LLC | 65 | $2.29K | 0.00% | −316−82.9% | Reduced |
| Synergy Investment Management, LLC | 69 | $2.42K | 0.00% | +69 | New |
| HM Payson & Co | 70 | $2.46K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 71 | $2.46K | 0.00% | +60+545.5% | Added |
| 1015 Capital Partners, LLC | 71 | $2.50K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 75 | $2.64K | 0.00% | −12−13.8% | Reduced |
| Midway Capital Research & Management | 75 | $2.64K | 0.00% | +75 | New |
| NBT Bank N A | 76 | $2.67K | 0.00% | +76 | New |
| Cornerstone Financial Management LLC | 81 | $2.85K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 88 | $3.00K | 0.00% | −6−6.4% | Reduced |
| Smithfield Trust Co | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 87 | $3.06K | 0.00% | −8−8.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 89 | $3.13K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 90 | $3.16K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 92 | $3.23K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $3.51K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 100 | $3.51K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 100 | $3.51K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 104 | $3.65K | 0.00% | +104 | New |
| Winch Advisory Services, LLC | 104 | $3.66K | 0.00% | +1+1.0% | Added |
| Financial Network Wealth Advisors LLC | 108 | $3.79K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 110 | $3.87K | 0.00% | −3,762−97.2% | Reduced |
| Capital Analysts, LLC | 110 | $4.00K | 0.00% | +110 | New |
| Asset Dedication, LLC | 116 | $4.08K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 117 | $4.11K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 120 | $4.22K | 0.00% | −102−45.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 124 | $4.36K | 0.00% | +32+34.8% | Added |
| Abound Wealth Management | 124 | $4.37K | 0.00% | +36+40.9% | Added |
| Clear Street Markets LLC | 125 | $4.39K | 0.00% | −1,005−88.9% | Reduced |
| Westside Investment Management, Inc. | 126 | $4.43K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 129 | $4.53K | 0.00% | +48+59.3% | Added |
| TD Capital Management LLC | 130 | $4.56K | 0.00% | +130 | New |
| Retirement Wealth Solutions LLC | 131 | $4.61K | 0.00% | +1+0.8% | Added |
| Clayton Financial Group LLC | 136 | $4.78K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 150 | $5.28K | 0.00% | +150 | New |
| Bare Financial Services, Inc | 152 | $5.34K | 0.00% | +131+623.8% | Added |
| True Wealth Design, LLC | 158 | $5.55K | 0.00% | −6−3.7% | Reduced |
| Tidemark, LLC | 164 | $5.76K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 171 | $6.01K | 0.00% | −19−10.0% | Reduced |
| Evelyn Partners Investment Management LLP | 176 | $6.18K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 180 | $6.33K | 0.00% | −10−5.3% | Reduced |
| Godsey & Gibb Associates | 185 | $6.50K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 187 | $6.57K | 0.00% | +6+3.3% | Added |
| Manchester Capital Management LLC | 192 | $6.75K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 200 | $7.03K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 200 | $7.03K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 200 | $7.03K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 207 | $7.27K | 0.00% | +207 | New |
| Alerus Financial NA | 208 | $7.31K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 210 | $7.38K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 215 | $7.55K | 0.00% | 00.0% | Unchanged |