| Quest Partners LLC | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $107 | 0.00% | −31−93.9% | Reduced |
| Legacy Bridge, LLC | 3 | $160 | 0.00% | +3 | New |
| Redwood Park Advisors LLC | 3 | $161 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $320 | 0.00% | +6 | New |
| Aspect Partners, LLC | 7 | $373 | 0.00% | −3−30.0% | Reduced |
| Greenline Partners, LLC | 7 | $373 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $374 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 8 | $427 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $480 | 0.00% | −28−75.7% | Reduced |
| Hughes Financial Services, LLC | 9 | $483 | 0.00% | +9 | New |
| Winnow Wealth LLC | 10 | $532 | 0.00% | +3+42.9% | Added |
| Atwood & Palmer Inc | 10 | $534 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $534 | 0.00% | +5+100.0% | Added |
| Rialto Wealth Management, LLC | 10 | $534 | 0.00% | +10 | New |
| Medallion Wealth Advisors, LLC | 11 | $587 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 11 | $587 | 0.00% | +11 | New |
| ZRC Wealth Management, LLC | 12 | $641 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 13 | $694 | 0.00% | +13 | New |
| Colonial Trust Co | 14 | $747 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $747 | 0.00% | +14 | New |
| Semmax Financial Advisors Inc. | 19 | $842 | 0.00% | +19 | New |
| Whipplewood Advisors, LLC | 33 | $960 | 0.00% | +5+17.9% | Added |
| Trifecta Capital Advisors, LLC | 19 | $1.01K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $1.08K | 0.00% | +13+144.4% | Added |
| Cullen/Frost Bankers, Inc. | 21 | $1.12K | 0.00% | +6+40.0% | Added |
| HHM Wealth Advisors, LLC | 21 | $1.12K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 23 | $1.23K | 0.00% | +6+35.3% | Added |
| Capital A Wealth Management, LLC | 26 | $1.39K | 0.00% | +15+136.4% | Added |
| West Branch Capital LLC | 27 | $1.44K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $1.49K | 0.00% | −1−3.4% | Reduced |
| Main Street Group, LTD | 30 | $1.55K | 0.00% | +30 | New |
| TFC Financial Management | 29 | $1.56K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 29 | $1.56K | 0.00% | +17+141.7% | Added |
| Flaharty Asset Management, LLC | 32 | $1.71K | 0.00% | +32 | New |
| True Wealth Design, LLC | 33 | $1.76K | 0.00% | +4+13.8% | Added |
| New England Capital Financial Advisors LLC | 33 | $1.77K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 34 | $1.81K | 0.00% | −26−43.3% | Reduced |
| Activest Wealth Management | 36 | $1.92K | 0.00% | +36 | New |
| Beacon Capital Management, LLC | 38 | $2.05K | 0.00% | +38 | New |
| Caitong International Asset Management Co., Ltd | 39 | $2.08K | 0.00% | −2,407−98.4% | Reduced |
| Cranbrook Wealth Management, LLC | 41 | $2.19K | 0.00% | −7−14.6% | Reduced |
| Valued Wealth Advisors LLC | 42 | $2.26K | 0.00% | +9+27.3% | Added |
| PFG Private Wealth Management, LLC | 48 | $2.56K | 0.00% | −31−39.2% | Reduced |
| Quest 10 Wealth Builders, Inc. | 50 | $2.67K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 50 | $2.67K | 0.00% | −20−28.6% | Reduced |
| HighMark Wealth Management LLC | 51 | $2.72K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 54 | $2.88K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 58 | $3.09K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 59 | $3.15K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 60 | $3.20K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 60 | $3.20K | 0.00% | +2+3.4% | Added |
| Rosenberg Matthew Hamilton | 61 | $3.25K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 62 | $3.32K | 0.00% | −1,257−95.3% | Reduced |
| Kestra Investment Management, LLC | 67 | $3.58K | 0.00% | +67 | New |
| Dunhill Financial, LLC | 75 | $3.99K | 0.00% | −12−13.8% | Reduced |
| Global Financial Private Client, LLC | 78 | $4.16K | 0.00% | +28+56.0% | Added |
| High Note Wealth, LLC | 81 | $4.32K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 81 | $4.32K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 83 | $4.43K | 0.00% | −172−67.5% | Reduced |
| Ameriflex Group, Inc. | 85 | $4.54K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 86 | $4.59K | 0.00% | −224−72.3% | Reduced |
| Cornerstone Planning Group LLC | 101 | $4.72K | 0.00% | +19+23.2% | Added |
| Montag A & Associates Inc | 90 | $4.78K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 90 | $4.80K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 95 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 95 | $5.07K | 0.01% | +95 | New |
| Glen Eagle Advisors, LLC | 98 | $5.24K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 99 | $5.28K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 100 | $5.33K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 100 | $5.33K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 100 | $5.33K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 103 | $5.49K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 110 | $5.87K | 0.00% | −6−5.2% | Reduced |
| Bell Investment Advisors, Inc | 112 | $5.98K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 116 | $6.19K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 124 | $6.62K | 0.00% | +15+13.8% | Added |
| Oakworth Capital, Inc. | 132 | $7.04K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 133 | $7.10K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 134 | $7.15K | 0.00% | +19+16.5% | Added |
| HM Payson & Co | 137 | $7.31K | 0.00% | −500−78.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 137 | $7.31K | 0.01% | +69+101.5% | Added |
| Washington Trust Advisors, Inc. | 140 | $7.47K | 0.00% | +51+57.3% | Added |
| SJS Investment Consulting Inc. | 153 | $8.16K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 156 | $8.32K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 151 | $8.51K | 0.01% | 00.0% | Unchanged |
| Promus Capital, LLC | 162 | $8.63K | 0.01% | +2+1.3% | Added |
| Private Wealth Management Group, LLC | 162 | $8.64K | 0.00% | −22−12.0% | Reduced |
| Costello Asset Management, INC | 162 | $8.67K | 0.00% | +162 | New |
| Saudi Central Bank | 196 | $10.5K | 0.06% | +196 | New |
| Meeder Asset Management Inc | 197 | $10.5K | 0.00% | +9+4.8% | Added |
| Park Circle Co | 200 | $10.7K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $10.7K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $10.7K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 200 | $10.7K | 0.00% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 200 | $10.7K | 0.01% | +200 | New |
| Financial Freedom, LLC | 200 | $10.7K | 0.01% | +1+0.5% | Added |
| Quarry LP | 206 | $11.0K | 0.00% | +206 | New |
| Compass Financial Services Inc | 206 | $11.0K | 0.01% | +206 | New |