| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $9 | 0.00% | −19−100.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 1 | $134 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $135 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $268 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $268 | 0.00% | +1+100.0% | Added |
| DecisionPoint Financial, LLC | 2 | $276 | 0.00% | +2 | New |
| LRI Investments, LLC | 3 | $402 | 0.00% | +3 | New |
| Marquette Asset Management, LLC | 4 | $537 | 0.00% | −3−42.9% | Reduced |
| American Capital Advisory, LLC | 4 | $537 | 0.00% | −1−20.0% | Reduced |
| Breakwater Investment Management | 4 | $537 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $671 | 0.00% | −4−44.4% | Reduced |
| Creative Financial Designs Inc | 5 | $671 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $805 | 0.00% | −1−14.3% | Reduced |
| Whipplewood Advisors, LLC | 7 | $939 | 0.00% | −12−63.2% | Reduced |
| HFM Investment Advisors, LLC | 7 | $939 | 0.00% | +4+133.3% | Added |
| Cromwell Holdings LLC | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $1.07K | 0.00% | −6−42.9% | Reduced |
| Bay Harbor Wealth Management, LLC | 9 | $1.21K | 0.00% | +2+28.6% | Added |
| Rossby Financial, LCC | 9 | $1.21K | 0.00% | +3+50.0% | Added |
| Quent Capital, LLC | 10 | $1.34K | 0.00% | −54−84.4% | Reduced |
| Investors Research Corp | 11 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bayban | 11 | $1.48K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 11 | $1.48K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.61K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 12 | $1.61K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 13 | $1.74K | 0.00% | +4+44.4% | Added |
| SHP Wealth Management | 13 | $1.74K | 0.00% | +4+44.4% | Added |
| Retirement Wealth Solutions LLC | 13 | $1.78K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 14 | $1.88K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 15 | $2.01K | 0.00% | +15 | New |
| CVA Family Office, LLC | 16 | $2.15K | 0.00% | −58−78.4% | Reduced |
| Bare Financial Services, Inc | 16 | $2.15K | 0.00% | −4−20.0% | Reduced |
| Cape Investment Advisory, Inc. | 20 | $2.68K | 0.00% | +20 | New |
| TD Waterhouse Canada Inc. | 20 | $2.76K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $2.82K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 22 | $2.95K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 23 | $3.08K | 0.00% | −19−45.2% | Reduced |
| Silver Grove Financial Group, Inc. | 23 | $3.08K | 0.00% | +23 | New |
| Financial Network Wealth Advisors LLC | 24 | $3.15K | 0.00% | −68−73.9% | Reduced |
| Continuum Advisory, LLC | 24 | $3.22K | 0.00% | +24 | New |
| TD Private Client Wealth LLC | 25 | $3.35K | 0.00% | +3+13.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 26 | $3.49K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 26 | $3.54K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 27 | $3.62K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 27 | $3.62K | 0.00% | +11+68.8% | Added |
| IFG Advisory, LLC | 28 | $3.76K | 0.00% | +28 | New |
| Washington Trust Advisors, Inc. | 28 | $3.78K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 30 | $3.99K | 0.00% | −23−43.4% | Reduced |
| Cedar Mountain Advisors, LLC | 33 | $4.43K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 35 | $4.70K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 36 | $4.82K | 0.00% | −20−35.7% | Reduced |
| American National Bank | 36 | $4.83K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 42 | $5.63K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 43 | $5.77K | 0.00% | +43 | New |
| International Assets Investment Management, LLC | 42 | $5.79K | 0.00% | +9+27.3% | Added |
| Asset Dedication, LLC | 44 | $5.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 44 | $5.90K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 46 | $6.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $6.30K | 0.00% | −9−16.1% | Reduced |
| Nvest Wealth Strategies, Inc. | 50 | $6.71K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 51 | $6.84K | 0.00% | +51 | New |
| Basepoint Wealth LLC | 52 | $6.97K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 54 | $7.24K | 0.00% | +54 | New |
| Action Point Financial Planning, LLC | 60 | $7.38K | 0.00% | +60 | New |
| Cornerstone Planning Group LLC | 56 | $7.78K | 0.00% | −16−22.2% | Reduced |
| Webster Bank, N. A. | 58 | $7.78K | 0.00% | +58 | New |
| Pinnacle Wealth Planning Services, Inc. | 62 | $8.32K | 0.00% | −24−27.9% | Reduced |
| Larson Financial Group LLC | 63 | $8.45K | 0.00% | −9−12.5% | Reduced |
| Key Financial Inc | 67 | $8.99K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 67 | $8.99K | 0.00% | +27+67.5% | Added |
| Westfuller Advisors, LLC | 67 | $9.03K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 68 | $9.12K | 0.00% | −7−9.3% | Reduced |
| Quarry LP | 72 | $9.66K | 0.00% | −427−85.6% | Reduced |
| Wolff Wiese Magana LLC | 75 | $10.1K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 77 | $10.3K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 78 | $10.5K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 86 | $11.5K | 0.00% | +86 | New |
| Bell Investment Advisors, Inc | 88 | $11.8K | 0.00% | −4−4.3% | Reduced |
| CX Institutional | 89 | $12.0K | 0.00% | +1+1.1% | Added |
| First Eagle Investment Management, LLC | 90 | $12.1K | 0.00% | −4,785−98.2% | Reduced |
| Toth Financial Advisory Corp | 100 | $13.4K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 104 | $13.9K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 104 | $14.0K | 0.04% | −49−32.0% | Reduced |
| Westside Investment Management, Inc. | 116 | $15.6K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 116 | $15.6K | 0.00% | +99+582.4% | Added |
| Alpine Bank Wealth Management | 117 | $15.7K | 0.00% | +117 | New |
| Fortitude Family Office, LLC | 123 | $16.5K | 0.00% | +8+7.0% | Added |
| Clearstead Advisors, LLC | 123 | $16.5K | 0.00% | +62+101.6% | Added |
| Ameriflex Group, Inc. | 133 | $17.8K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 138 | $18.5K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 143 | $19.0K | 0.00% | −211−59.6% | Reduced |
| SJS Investment Consulting Inc. | 153 | $20.5K | 0.00% | +145+1,812.5% | Added |
| Golden State Wealth Management, LLC | 154 | $20.8K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 155 | $20.8K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 165 | $22.1K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 165 | $22.4K | 0.00% | +165 | New |
