| High Note Wealth, LLC | 1 | $143 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $143 | 0.00% | +1 | New |
| Westend Capital Management, LLC | 1 | $156 | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 2 | $286 | 0.00% | +2 | New |
| Proffitt & Goodson Inc | 2 | $287 | 0.00% | +2 | New |
| Palisade Asset Management, LLC | 2 | $287 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 2 | $287 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $431 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 3 | $446 | 0.00% | −13−81.3% | Reduced |
| SOA Wealth Advisors, LLC. | 3 | $489 | 0.00% | −155−98.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4 | $515 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $558 | 0.00% | −2−33.3% | Reduced |
| Avalon Trust Co | 4 | $573 | 0.00% | +4 | New |
| Atwood & Palmer Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.00K | 0.00% | +1+16.7% | Added |
| Heartwood Wealth Advisors LLC | 7 | $1.00K | 0.00% | +7 | New |
| Bare Financial Services, Inc | 7 | $1.00K | 0.00% | +7 | New |
| Signature Resources Capital Management, LLC | 8 | $1.15K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 9 | $1.29K | 0.00% | +9 | New |
| Clark Wealth Partners | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 10 | $1.43K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 10 | $1.43K | 0.00% | +10 | New |
| Tortoise Investment Management, LLC | 11 | $1.57K | 0.00% | +5+83.3% | Added |
| Addison Advisors LLC | 11 | $1.57K | 0.00% | +11 | New |
| Activest Wealth Management | 12 | $1.72K | 0.00% | −11−47.8% | Reduced |
| Prestige Wealth Management Group LLC | 13 | $1.86K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 13 | $1.86K | 0.00% | +13 | New |
| Ogorek Anthony Joseph | 16 | $2.00K | 0.00% | −16−50.0% | Reduced |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Ransom Advisory, Ltd | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 15 | $2.15K | 0.00% | −151−91.0% | Reduced |
| Wolff Wiese Magana LLC | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 16 | $2.29K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $2.43K | 0.00% | −1−5.6% | Reduced |
| Financial Network Wealth Advisors LLC | 17 | $2.43K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $2.43K | 0.00% | +2+13.3% | Added |
| Guerra Advisors Inc | 17 | $2.43K | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 18 | $2.58K | 0.00% | +10+125.0% | Added |
| Colonial Trust Co | 19 | $2.72K | 0.00% | −86−81.9% | Reduced |
| Team Financial Group, LLC | 19 | $2.72K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 19 | $2.73K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 19 | $2.75K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 20 | $2.79K | 0.00% | +1+5.3% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $2.83K | 0.00% | −1−5.0% | Reduced |
| FSA Wealth Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 21 | $3.02K | 0.00% | +21 | New |
| Highline Wealth Partners LLC | 21 | $3.06K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 21 | $3.08K | 0.00% | +17+425.0% | Added |
| Aspect Partners, LLC | 22 | $3.15K | 0.00% | −9−29.0% | Reduced |
| Wealth Preservation Advisors, LLC | 24 | $3.43K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 25 | $3.58K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27 | $3.86K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 27 | $3.86K | 0.00% | +27 | New |
| Founders Capital Management | 27 | $3.88K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 28 | $3.96K | 0.00% | +2+7.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 28 | $4.00K | 0.00% | −28−50.0% | Reduced |
| Avion Wealth | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 28 | $4.00K | 0.00% | +28 | New |
| Jackson, Grant Investment Advisers, Inc. | 28 | $4.01K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 30 | $4.29K | 0.00% | +30 | New |
| CBIZ Investment Advisory Services, LLC | 31 | $4.44K | 0.00% | −38−55.1% | Reduced |
| Bogart Wealth, LLC | 32 | $4.58K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 34 | $4.87K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 34 | $4.87K | 0.00% | +1+3.0% | Added |
| True Wealth Design, LLC | 37 | $5.29K | 0.00% | −15−28.8% | Reduced |
| SWAN Capital LLC | 37 | $5.29K | 0.00% | +37 | New |
| Fortitude Family Office, LLC | 39 | $5.58K | 0.00% | +11+39.3% | Added |
| Howard Hughes Medical Institute | 40 | $5.72K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 41 | $5.87K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 45 | $6.42K | 0.00% | +2+4.7% | Added |
| North Capital, Inc. | 49 | $7.01K | 0.01% | +1+2.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 50 | $7.16K | 0.00% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 51 | $7.29K | 0.00% | −719−93.4% | Reduced |
| Crewe Advisors LLC | 51 | $7.30K | 0.00% | +51 | New |
| Richardson Financial Services Inc. | 51 | $7.30K | 0.00% | +51 | New |
| Trifecta Capital Advisors, LLC | 52 | $7.44K | 0.00% | −1,215−95.9% | Reduced |
| Private Wealth Management Group, LLC | 52 | $7.44K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 55 | $7.87K | 0.00% | +26+89.7% | Added |
| LGT Financial Advisors LLC | 55 | $7.93K | 0.02% | +16+41.0% | Added |
| Sound Income Strategies, LLC | 58 | $8.35K | 0.00% | −50−46.3% | Reduced |
| Boreal Capital Management LLC | 60 | $8.59K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $8.59K | 0.00% | +1+1.7% | Added |
| St Germain D J Co Inc | 61 | $8.73K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 61 | $8.73K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 61 | $8.73K | 0.00% | −64−51.2% | Reduced |
| Legacy Wealth Managment, LLC | 61 | $8.73K | 0.00% | +1+1.7% | Added |
| Frazier Financial Advisors, LLC | 63 | $9.02K | 0.01% | 00.0% | Unchanged |
| BFSG, LLC | 64 | $9.16K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 67 | $9.59K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 68 | $9.71K | 0.00% | +1+1.5% | Added |
| JFS Wealth Advisors, LLC | 69 | $9.87K | 0.00% | −5−6.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 63 | $10.0K | 0.00% | +63 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 70 | $10.0K | 0.00% | −36−34.0% | Reduced |
| Sachetta, LLC | 70 | $10.0K | 0.00% | +2+2.9% | Added |
| Colonial Trust Advisors | 70 | $10.0K | 0.00% | +70 | New |
| Ritter Daniher Financial Advisory LLC | 72 | $10.3K | 0.00% | +72 | New |