| HBC Financial Services, PLLC | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 1 | $92 | 0.00% | +1 | New |
| BOK Financial Private Wealth, Inc. | 1 | $93 | 0.00% | −199−99.5% | Reduced |
| PFS Partners, LLC | 2 | $213 | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 4 | $368 | 0.00% | +4 | New |
| Kohmann Bosshard Financial Services, LLC | 4 | $369 | 0.00% | +4 | New |
| SWAN Capital LLC | 6 | $554 | 0.00% | +6 | New |
| New Millennium Group LLC | 7 | $647 | 0.00% | +7 | New |
| Activest Wealth Management | 8 | $739 | 0.00% | +8 | New |
| Stance Capital LLC | 8 | $739 | 0.00% | +8 | New |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 14 | $1.31K | 0.12% | −16,469−99.9% | Reduced |
| Bank of Jackson Hole Trust | 15 | $1.39K | 0.00% | +15 | New |
| Fairscale Capital, LLC | 16 | $1.48K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 16 | $1.48K | 0.00% | +2+14.3% | Added |
| UMA Financial Services, Inc. | 16 | $1.48K | 0.00% | +16 | New |
| Parkworth Wealth Management, Inc. | 16 | $1.48K | 0.00% | +16 | New |
| Global Wealth Strategies & Associates | 19 | $1.75K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 20 | $1.85K | 0.00% | +10+100.0% | Added |
| American Capital Advisory, LLC | 20 | $1.85K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 23 | $2.10K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 23 | $2.20K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 24 | $2.22K | 0.00% | −721−96.8% | Reduced |
| Bellwether Advisors, LLC | 25 | $2.31K | 0.00% | +25 | New |
| Cherry Tree Wealth Management, LLC | 25 | $2.31K | 0.00% | +16+177.8% | Added |
| First Command Advisory Services, Inc. | 26 | $2.40K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 27 | $2.58K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 28 | $2.59K | 0.00% | +10+55.6% | Added |
| Bay Harbor Wealth Management, LLC | 30 | $2.77K | 0.00% | +30 | New |
| Delos Wealth Advisors, LLC | 30 | $2.77K | 0.00% | +30 | New |
| Anfield Capital Management, LLC | 32 | $2.96K | 0.00% | −85−72.6% | Reduced |
| PFG Private Wealth Management, LLC | 34 | $3.14K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 35 | $3.23K | 0.00% | +35 | New |
| Noble Wealth Management PBC | 40 | $3.69K | 0.00% | +40 | New |
| CBIZ Investment Advisory Services, LLC | 43 | $3.94K | 0.00% | +23+115.0% | Added |
| Motco | 45 | $4.16K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 45 | $4.16K | 0.00% | +45 | New |
| PayPay Securities Corp | 46 | $4.25K | 0.18% | +12+35.3% | Added |
| Legacy Investment Solutions, LLC | 47 | $4.51K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 47 | $4.51K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 50 | $4.57K | 0.00% | +50 | New |
| Pineridge Advisors LLC | 51 | $4.70K | 0.00% | +1+2.0% | Added |
| Toth Financial Advisory Corp | 52 | $4.80K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 54 | $4.99K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 76 | $5.21K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 57 | $5.26K | 0.01% | −1,386−96.0% | Reduced |
| Redwood Park Advisors LLC | 57 | $5.27K | 0.00% | +57 | New |
| Laurel Wealth Advisors LLC | 60 | $5.54K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 62 | $5.71K | 0.00% | −14,025−99.6% | Reduced |
| Core Alternative Capital | 65 | $6.00K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 68 | $6.23K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 69 | $6.31K | 0.00% | +69 | New |
| Vermillion & White Wealth Management Group, LLC | 70 | $6.47K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 70 | $6.47K | 0.00% | +52+288.9% | Added |
| Reyes Financial Architecture, Inc. | 71 | $6.56K | 0.01% | +71 | New |
| Carolina Wealth Advisors, LLC | 75 | $6.93K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 76 | $7.02K | 0.00% | +76 | New |
| Halbert Hargrove Global Advisors, LLC | 76 | $7.02K | 0.00% | +76 | New |
| High Note Wealth, LLC | 78 | $7.21K | 0.00% | +78 | New |
| Graney & King, LLC | 85 | $7.84K | 0.01% | +85 | New |
| Iron Horse Wealth Management, LLC | 91 | $8.41K | 0.00% | 00.0% | Unchanged |
| FPC Investment Advisory, Inc. | 88 | $8.55K | 0.01% | +88 | New |
| Atlantic Trust, LLC | 97 | $8.96K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 100 | $9.00K | 0.01% | +91+1,011.1% | Added |
| Miller Wealth Advisors, LLC | 100 | $9.24K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $9.24K | 0.01% | +100 | New |
| DiNuzzo Private Wealth, Inc. | 101 | $9.33K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 105 | $9.48K | 0.01% | +105 | New |
| AlphaMark Advisors, LLC | 105 | $10.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 116 | $10.0K | 0.00% | +1+0.9% | Added |
| Salem Investment Counselors Inc | 110 | $10.2K | 0.00% | −497−81.9% | Reduced |
| Richards, Merrill & Peterson, Inc. | 110 | $10.2K | 0.01% | +110 | New |
| Grayhawk Investment Strategies Inc. | 111 | $10.3K | 0.02% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 116 | $10.7K | 0.02% | +28+31.8% | Added |
| Avion Wealth | 122 | $11.0K | 0.00% | +28+29.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 120 | $11.1K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 125 | $11.5K | 0.00% | −334−72.8% | Reduced |
| Wolff Wiese Magana LLC | 130 | $12.0K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 130 | $12.0K | 0.00% | +130 | New |
| Semmax Financial Advisors Inc. | 114 | $12.1K | 0.00% | +1+0.9% | Added |
| New Wave Wealth Advisors LLC | 131 | $12.1K | 0.00% | +131 | New |
| Prudent Man Investment Management, Inc. | 132 | $12.2K | 0.01% | +132 | New |
| Burkett Financial Services, LLC | 133 | $12.3K | 0.01% | +1+0.8% | Added |
| Clark Wealth Partners | 134 | $12.4K | 0.01% | +134 | New |
| Standard Family Office LLC | 135 | $12.5K | 0.02% | −180−57.1% | Reduced |
| Fairway Wealth LLC | 136 | $12.6K | 0.01% | +136 | New |
| Transcendent Capital Group LLC | 137 | $12.7K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 138 | $12.7K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 143 | $13.2K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 143 | $13.2K | 0.01% | −7−4.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 147 | $13.6K | 0.01% | +147 | New |
| Blue Bell Private Wealth Management, LLC | 148 | $13.7K | 0.00% | −33−18.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 150 | $13.9K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 150 | $13.9K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 150 | $13.9K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 150 | $13.9K | 0.00% | +55+57.9% | Added |
| Riggs Asset Managment Co. Inc. | 155 | $14.3K | 0.00% | +150+3,000.0% | Added |
| South Plains Financial, Inc. | 155 | $14.3K | 0.01% | +155 | New |
| Aspect Partners, LLC | 159 | $14.7K | 0.01% | +13+8.9% | Added |
| Cedar Wealth Management, LLC | 160 | $14.8K | 0.01% | −310−66.0% | Reduced |