| Avion Wealth | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 0 | $23 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $153 | 0.00% | +3 | New |
| Caitong International Asset Management Co., Ltd | 4 | $186 | 0.00% | −1,922−99.8% | Reduced |
| Hughes Financial Services, LLC | 4 | $186 | 0.00% | +3+300.0% | Added |
| Clear Investment Research, LLC | 4 | $190 | 0.00% | +4 | New |
| First Command Advisory Services, Inc. | 5 | $232 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $232 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 6 | $279 | 0.00% | −41−87.2% | Reduced |
| American Capital Advisory, LLC | 6 | $279 | 0.00% | +2+50.0% | Added |
| Seneschal Advisors, LLC | 7 | $325 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $325 | 0.00% | +7 | New |
| 1015 Capital Partners, LLC | 10 | $464 | 0.00% | −6−37.5% | Reduced |
| Rialto Wealth Management, LLC | 11 | $511 | 0.00% | −9−45.0% | Reduced |
| HFM Investment Advisors, LLC | 12 | $557 | 0.00% | −6−33.3% | Reduced |
| Financial Management Professionals, Inc. | 12 | $557 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 13 | $603 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 13 | $603 | 0.00% | +13 | New |
| Ronald Blue Trust, Inc. | 16 | $742 | 0.00% | −5−23.8% | Reduced |
| Abound Wealth Management | 17 | $795 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 18 | $835 | 0.00% | +18 | New |
| MidFirst Bank | 18 | $835 | 0.00% | +18 | New |
| Intentional Wealth Strategies, LLC | 18 | $835 | 0.00% | +18 | New |
| Glen Eagle Advisors, LLC | 18 | $851 | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 19 | $881 | 0.00% | +19 | New |
| Dunhill Financial, LLC | 19 | $923 | 0.00% | +16+533.3% | Added |
| Rosenberg Matthew Hamilton | 20 | $928 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 21 | $974 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 24 | $1.11K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 25 | $1.16K | 0.00% | −240−90.6% | Reduced |
| South State Corp. | 25 | $1.16K | 0.00% | −16−39.0% | Reduced |
| Aspect Partners, LLC | 28 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 29 | $1.34K | 0.00% | −3−9.4% | Reduced |
| First Pacific Financial | 29 | $1.35K | 0.00% | +29 | New |
| Key Financial Inc | 30 | $1.39K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 31 | $1.42K | 0.00% | −1,022−97.1% | Reduced |
| Marquette Asset Management, LLC | 31 | $1.44K | 0.00% | +31 | New |
| Wealth Enhancement Trust Services, Inc. | 33 | $1.53K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 33 | $1.53K | 0.00% | +28+560.0% | Added |
| Principia Wealth Advisory, LLC | 36 | $1.67K | 0.00% | +19+111.8% | Added |
| Bare Financial Services, Inc | 37 | $1.72K | 0.00% | +10+37.0% | Added |
| Scarborough Advisors, LLC | 38 | $1.76K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 40 | $1.85K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 41 | $1.90K | 0.00% | −251−86.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 42 | $1.95K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 42 | $1.95K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 42 | $1.95K | 0.00% | +32+320.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 44 | $2.04K | 0.00% | +44 | New |
| Innovative Asset Advisors Group, LLC | 44 | $2.04K | 0.00% | +44 | New |
| Cromwell Holdings LLC | 46 | $2.13K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $2.32K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 51 | $2.37K | 0.00% | +51 | New |
| Sunrise Financial Services, LLC | 52 | $2.41K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 52 | $2.42K | 0.00% | +12+30.0% | Added |
| Retirement Wealth Solutions LLC | 57 | $2.64K | 0.00% | −117−67.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 62 | $2.88K | 0.00% | −1−1.6% | Reduced |
| Country Trust Bank | 62 | $2.88K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 60 | $2.90K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 65 | $3.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 67 | $3.11K | 0.00% | +44+191.3% | Added |
| Curio Wealth, LLC | 70 | $3.25K | 0.00% | +5+7.7% | Added |
| AdvisorNet Financial, Inc | 75 | $3.48K | 0.00% | +7+10.3% | Added |
| Bell Investment Advisors, Inc | 81 | $3.76K | 0.00% | +10+14.1% | Added |
| Paladin Partners, LLC | 82 | $3.80K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 84 | $3.90K | 0.00% | −82−49.4% | Reduced |
| Reyes Financial Architecture, Inc. | 88 | $4.08K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 90 | $4.17K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 93 | $4.31K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 94 | $4.36K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 94 | $4.36K | 0.00% | +94 | New |
| JDM Financial Group LLC | 97 | $4.50K | 0.00% | +97 | New |
| Costello Asset Management, INC | 100 | $4.64K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 100 | $4.64K | 0.00% | +50+100.0% | Added |
| High Note Wealth, LLC | 103 | $4.78K | 0.00% | −3−2.8% | Reduced |
| Private Wealth Management Group, LLC | 106 | $4.92K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 108 | $5.01K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 112 | $5.20K | 0.00% | +26+30.2% | Added |
| Transamerica Financial Advisors, Inc. | 112 | $5.24K | 0.00% | +89+387.0% | Added |
| NBC Securities, Inc. | 117 | $5.43K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 125 | $5.71K | 0.00% | −10−7.4% | Reduced |
| Horizon Investments, LLC | 132 | $6.12K | 0.00% | +132 | New |
| Old Second National Bank of Aurora | 138 | $6.40K | 0.00% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 147 | $6.82K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 147 | $6.82K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 148 | $6.87K | 0.00% | −100−40.3% | Reduced |
| Quent Capital, LLC | 155 | $7.19K | 0.00% | −185−54.4% | Reduced |
| Owl Creek Wealth Partners LLC | 155 | $7.19K | 0.00% | +155 | New |
| CVA Family Office, LLC | 178 | $8.26K | 0.00% | +163+1,086.7% | Added |
| Bruce G. Allen Investments, LLC | 179 | $8.30K | 0.01% | −39−17.9% | Reduced |
| Thompson Investment Management, Inc. | 185 | $8.58K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 185 | $8.58K | 0.00% | +85+85.0% | Added |
| Magnolia Wealth Management, LLC | 185 | $8.58K | 0.00% | +185 | New |
| Hilton Head Capital Partners, LLC | 190 | $8.81K | 0.00% | −11−5.5% | Reduced |
| Bogart Wealth, LLC | 206 | $9.54K | 0.00% | +26+14.4% | Added |
| Fortitude Family Office, LLC | 208 | $9.65K | 0.00% | +62+42.5% | Added |
| Parkside Financial Bank & Trust | 210 | $9.74K | 0.00% | +34+19.3% | Added |
| Islay Capital Management, LLC | 215 | $9.97K | 0.01% | −26,092−99.2% | Reduced |