| Transce3nd, LLC | 2 | $160 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 2 | $160 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $161 | 0.00% | −6−75.0% | Reduced |
| Stephens Consulting, LLC | 2 | $161 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 3 | $241 | 0.00% | +3 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $241 | 0.00% | +3 | New |
| UMA Financial Services, Inc. | 3 | $266 | 0.00% | −10−76.9% | Reduced |
| Key Financial Inc | 4 | $320 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $328 | 0.00% | +4 | Added |
| Core Alternative Capital | 5 | $400 | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 5 | $400 | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $401 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $480 | 0.00% | −1−14.3% | Reduced |
| Aspect Partners, LLC | 6 | $480 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 6 | $480 | 0.00% | +2+50.0% | Added |
| Strengthening Families & Communities, LLC | 7 | $561 | 0.00% | +2+40.0% | Added |
| Activest Wealth Management | 8 | $640 | 0.00% | −2−20.0% | Reduced |
| HFM Investment Advisors, LLC | 8 | $640 | 0.00% | +6+300.0% | Added |
| Golden State Wealth Management, LLC | 9 | $748 | 0.00% | −13−59.1% | Reduced |
| Dunhill Financial, LLC | 9 | $755 | 0.00% | −64−87.7% | Reduced |
| Rakuten Securities, Inc. | 10 | $800 | 0.00% | −3−23.1% | Reduced |
| Pflug Koory, LLC | 10 | $800 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 10 | $800 | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 12 | $960 | 0.00% | +8+200.0% | Added |
| Clark Wealth Partners | 12 | $960 | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 12 | $961 | 0.00% | −2−14.3% | Reduced |
| Addison Advisors LLC | 12 | $961 | 0.00% | +12 | New |
| Avion Wealth | 18 | $1.00K | 0.00% | +8+80.0% | Added |
| CBIZ Investment Advisory Services, LLC | 13 | $1.04K | 0.00% | +8+160.0% | Added |
| Horizon Financial Services, LLC | 14 | $1.12K | 0.00% | +3+27.3% | Added |
| ORG Partners LLC | 14 | $1.15K | 0.00% | +14 | New |
| Aviso Financial Inc. | 15 | $1.20K | 0.00% | −28−65.1% | Reduced |
| WealthTrak Capital Management LLC | 15 | $1.20K | 0.00% | −5−25.0% | Reduced |
| Bullock Wealth Management Group | 15 | $1.23K | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 16 | $1.28K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 17 | $1.36K | 0.00% | −358−95.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $1.36K | 0.00% | −4−19.0% | Reduced |
| MV Capital Management, Inc. | 19 | $1.52K | 0.00% | −40−67.8% | Reduced |
| Financial Management Professionals, Inc. | 20 | $1.60K | 0.00% | −43−68.3% | Reduced |
| Cape Investment Advisory, Inc. | 20 | $1.60K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 20 | $1.71K | 0.00% | +5+33.3% | Added |
| Raffa Wealth Management, LLC | 23 | $1.84K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 24 | $1.92K | 0.00% | +10+71.4% | Added |
| Tortoise Investment Management, LLC | 24 | $1.92K | 0.00% | +24 | New |
| True Wealth Design, LLC | 25 | $2.00K | 0.00% | −274−91.6% | Reduced |
| NewSquare Capital LLC | 27 | $2.16K | 0.00% | −87−76.3% | Reduced |
| Abound Wealth Management | 27 | $2.16K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 29 | $2.34K | 0.00% | +29 | New |
| Cedar Wealth Management, LLC | 30 | $2.40K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 31 | $2.48K | 0.00% | +31 | New |
| Retirement Wealth Solutions LLC | 35 | $2.79K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 36 | $2.88K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $3.28K | 0.00% | −6−12.8% | Reduced |
| Princeton Global Asset Management LLC | 41 | $3.28K | 0.00% | +41 | New |
| Bell Investment Advisors, Inc | 44 | $3.52K | 0.00% | −27−38.0% | Reduced |
| Parkside Financial Bank & Trust | 49 | $3.92K | 0.00% | −228−82.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 53 | $4.24K | 0.00% | +53 | New |
| Kestra Investment Management, LLC | 44 | $4.31K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 55 | $4.43K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 56 | $4.48K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 58 | $4.64K | 0.00% | +57+5,700.0% | Added |
| Cornerstone Planning Group LLC | 60 | $4.71K | 0.00% | −85−58.6% | Reduced |
| Motco | 59 | $4.72K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 60 | $4.80K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 61 | $5.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 66 | $5.28K | 0.00% | −519−88.7% | Reduced |
| Bogart Wealth, LLC | 74 | $5.91K | 0.00% | −5−6.3% | Reduced |
| CVA Family Office, LLC | 79 | $6.32K | 0.00% | −207−72.4% | Reduced |
| Hilltop National Bank | 81 | $6.48K | 0.00% | +81 | New |
| Hartford Financial Management Inc. | 84 | $6.72K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 89 | $7.12K | 0.00% | +26+41.3% | Added |
| North Star Investment Management Corp. | 90 | $7.20K | 0.00% | +90 | New |
| Evelyn Partners Asset Management Ltd | 92 | $7.36K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 94 | $7.52K | 0.01% | +88+1,466.7% | Added |
| Cornerstone National Bank & Trust Co | 95 | $7.60K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 96 | $7.68K | 0.00% | +78+433.3% | Added |
| JNBA Financial Advisors | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 98 | $8.03K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 101 | $8.32K | 0.00% | +101 | New |
| TD Private Client Wealth LLC | 106 | $8.48K | 0.00% | −40−27.4% | Reduced |
| Larson Financial Group LLC | 112 | $8.96K | 0.00% | −263−70.1% | Reduced |
| Ogorek Anthony Joseph | 116 | $9.00K | 0.00% | +9+8.4% | Added |
| Hantz Financial Services, Inc. | 112 | $9.00K | 0.00% | +106+1,766.7% | Added |
| Creative Financial Designs Inc | 115 | $9.21K | 0.00% | −30−20.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 116 | $9.29K | 0.00% | +116 | New |
| Armstrong Advisory Group, Inc | 125 | $9.98K | 0.00% | +1+0.8% | Added |
| Smithfield Trust Co | 134 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 151 | $12.0K | 0.00% | −12−7.4% | Reduced |
| North Capital, Inc. | 156 | $12.5K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 160 | $12.8K | 0.01% | +13+8.8% | Added |
| N.E.W. Advisory Services LLC | 164 | $13.1K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 165 | $13.2K | 0.00% | +165 | New |
| SBI Securities Co., Ltd. | 166 | $13.3K | 0.00% | −1−0.6% | Reduced |
| Rise Advisors, LLC | 170 | $13.6K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 173 | $13.8K | 0.00% | +173 | New |
| Alpine Bank Wealth Management | 174 | $13.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 175 | $14.0K | 0.00% | −7−3.8% | Reduced |
| Farmers & Merchants Investments Inc | 188 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 192 | $15.4K | 0.00% | +186+3,100.0% | Added |
