| Global Wealth Strategies & Associates | 0 | $24 | 0.00% | −96−100.0% | Reduced |
| Westend Capital Management, LLC | 1 | $124 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1 | $126 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 3 | $372 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 4 | $497 | 0.00% | +4 | New |
| Cedar Wealth Management, LLC | 5 | $620 | 0.00% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 5 | $623 | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 7 | $868 | 0.00% | +7 | New |
| Gs Investments, Inc. | 9 | $1.12K | 0.00% | −20,605−100.0% | Reduced |
| Cypress Capital Management LLC (WY) | 9 | $1.12K | 0.00% | −128−93.4% | Reduced |
| ORG Wealth Partners, LLC | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 14 | $1.74K | 0.00% | +14 | New |
| Keystone Financial Group, Inc. | 15 | $1.83K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 18 | $2.23K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 18 | $2.23K | 0.00% | +18 | New |
| Transamerica Financial Advisors, Inc. | 19 | $2.36K | 0.00% | +18+1,800.0% | Added |
| Investment Management Corp | 20 | $2.48K | 0.00% | −111−84.7% | Reduced |
| ROSS\JOHNSON & Associates LLC | 21 | $2.60K | 0.05% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 21 | $2.60K | 0.00% | +12+133.3% | Added |
| a16z Perennial Management, L.P. | 22 | $2.73K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Designers | 22 | $2.73K | 0.00% | +22 | New |
| Horizons Wealth Management | 25 | $3.10K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 30 | $3.72K | 0.00% | −620−95.4% | Reduced |
| Cordant, Inc. | 31 | $3.90K | 0.00% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 32 | $3.97K | 0.00% | −129,119−100.0% | Reduced |
| PayPay Securities Corp | 33 | $4.09K | 0.20% | −11−25.0% | Reduced |
| Fiduciary Advisors, Inc. | 35 | $4.40K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 36 | $4.46K | 0.00% | +36 | New |
| Newton One Investments LLC | 38 | $4.77K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 39 | $4.84K | 0.00% | −6−13.3% | Reduced |
| 1 North Wealth Services LLC | 40 | $4.96K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 41 | $5.11K | 0.00% | +9+28.1% | Added |
| Halbert Hargrove Global Advisors, LLC | 43 | $5.33K | 0.00% | −33−43.4% | Reduced |
| Bear Mountain Capital, Inc. | 45 | $5.48K | 0.00% | −1−2.2% | Reduced |
| HFM Investment Advisors, LLC | 47 | $5.83K | 0.00% | +11+30.6% | Added |
| Eq Wealth Advisors, LLC | 49 | $6.08K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 59 | $7.32K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 60 | $7.44K | 0.00% | +20+50.0% | Added |
| Ravenstone Capital Management Inc. | 60 | $7.44K | 0.00% | +60 | New |
| Curio Wealth, LLC | 63 | $7.78K | 0.00% | +59+1,475.0% | Added |
| Ball & Co Wealth Management Inc. | 72 | $9.00K | 0.01% | +10+16.1% | Added |
| Bollard Group LLC | 71 | $9.00K | 0.00% | +71 | New |
| Principia Wealth Advisory, LLC | 76 | $9.43K | 0.01% | +25+49.0% | Added |
| Gould Capital, LLC | 80 | $9.92K | 0.01% | −12−13.0% | Reduced |
| Moser Wealth Advisors, LLC | 82 | $10.2K | 0.00% | −465−85.0% | Reduced |
| Stone House Investment Management, LLC | 82 | $10.2K | 0.00% | −57−41.0% | Reduced |
| ESL Trust Services, LLC | 84 | $10.4K | 0.00% | −21−20.0% | Reduced |
| Family Legacy Financial Solutions, LLC | 84 | $10.5K | 0.01% | +84 | New |
| Sagard Holdings Management Inc. | 87 | $10.8K | 0.03% | +87 | New |
| West Financial Advisors, LLC | 91 | $11.3K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 94 | $11.6K | 0.00% | +30+46.9% | Added |
| Comprehensive Financial Planning, Inc. | 95 | $11.7K | 0.01% | +5+5.6% | Added |
| Evolution Advisers, Inc. | 100 | $12.0K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 102 | $12.6K | 0.01% | −97−48.7% | Reduced |
| REAP Financial Group, LLC | 104 | $12.9K | 0.00% | +54+108.0% | Added |
| Summer Road LLC | 124 | $13.3K | 0.01% | 00.0% | Unchanged |
| JDM Financial Group LLC | 110 | $13.6K | 0.01% | −18−14.1% | Reduced |
| Stuart Chaussee & Associates, Inc. | 111 | $13.8K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 111 | $13.8K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 116 | $14.4K | 0.01% | +116 | New |
| North Ridge Wealth Advisors, Inc. | 116 | $14.4K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 118 | $14.6K | 0.01% | +48+68.6% | Added |
| Clark Wealth Partners | 121 | $14.9K | 0.01% | −97−44.5% | Reduced |
| Stephenson National Bank & Trust | 121 | $15.0K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 123 | $15.2K | 0.01% | −120−49.4% | Reduced |
| Aventus Investment Advisors, Inc. | 124 | $15.4K | 0.01% | +124 | New |
| Accent Capital Management, LLC | 125 | $15.6K | 0.01% | +125 | New |
| Trust Co | 127 | $15.7K | 0.00% | −100−44.1% | Reduced |
| Evolution Wealth Management Inc. | 127 | $15.8K | 0.02% | +127 | New |
| CGC Financial Services, LLC | 128 | $15.9K | 0.01% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 133 | $16.4K | 0.00% | +133 | New |
| Tacita Capital Inc | 133 | $16.5K | 0.01% | −124−48.2% | Reduced |
| WFA Asset Management Corp | 166 | $16.5K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 134 | $16.6K | 0.01% | −18−11.8% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 134 | $16.6K | 0.02% | +100+294.1% | Added |
| Compass Financial Services Inc | 139 | $17.3K | 0.01% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 140 | $17.4K | 0.01% | −459−76.6% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 140 | $17.4K | 0.01% | +140 | New |
| Valued Wealth Advisors LLC | 144 | $17.8K | 0.01% | −34−19.1% | Reduced |
| Penserra Capital Management LLC | 147 | $18.0K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 146 | $18.1K | 0.01% | 00.0% | Unchanged |
| Fiduciary Wealth Partners, LLC | 149 | $18.5K | 0.02% | +149 | New |
| Dynamic Wealth Strategies, LLC | 153 | $19.0K | 0.01% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 155 | $19.3K | 0.02% | −12−7.2% | Reduced |
| Nalls Sherbakoff Group, LLC | 157 | $19.5K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 157 | $19.5K | 0.01% | +157 | New |
| IMA Wealth, Inc. | 159 | $19.7K | 0.00% | +12+8.2% | Added |
| Bridge Generations Wealth Management LLC | 160 | $19.9K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 163 | $20.2K | 0.05% | +163 | New |
| Pacifica Partners Inc. | 167 | $20.4K | 0.01% | −48−22.3% | Reduced |
| Aspect Partners, LLC | 165 | $20.4K | 0.01% | +63+61.8% | Added |
| Boyd Watterson Asset Management LLC | 170 | $21.1K | 0.01% | 00.0% | Unchanged |
| SWAN Capital LLC | 172 | $21.3K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 173 | $21.5K | 0.01% | −17−8.9% | Reduced |
| Coastline Trust Co | 175 | $21.7K | 0.00% | −100−36.4% | Reduced |
| Fairscale Capital, LLC | 185 | $22.0K | 0.02% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 182 | $22.5K | 0.01% | +14+8.3% | Added |
| Bare Financial Services, Inc | 196 | $24.3K | 0.01% | +32+19.5% | Added |
| Decker Retirement Planning Inc. | 197 | $24.4K | 0.01% | +3+1.5% | Added |
| Black Cypress Capital Management, LLC | 207 | $25.7K | 0.02% | 00.0% | Unchanged |
