| Strengthening Families & Communities, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $160 | 0.01% | −1,068−99.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $161 | 0.00% | −170−99.4% | Reduced |
| WestEnd Advisors, LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 1 | $161 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2 | $321 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 2 | $321 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 2 | $322 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $462 | 0.00% | +3 | New |
| Carolinas Wealth Consulting LLC | 3 | $482 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $482 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 3 | $482 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3 | $482 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $482 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $643 | 0.00% | +4 | New |
| Riverview Trust Co | 5 | $803 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 5 | $803 | 0.00% | +3+150.0% | Added |
| Copia Wealth Management | 5 | $803 | 0.00% | +5 | New |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $1.12K | 0.00% | −64−90.1% | Reduced |
| Fortis Group Advisors, LLC | 7 | $1.12K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $1.12K | 0.00% | +7 | New |
| Transce3nd, LLC | 7 | $1.12K | 0.00% | +7 | New |
| Red Tortoise LLC | 8 | $1.28K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8 | $1.28K | 0.00% | +3+60.0% | Added |
| True Wealth Design, LLC | 8 | $1.29K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 9 | $1.45K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 9 | $1.45K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 9 | $1.45K | 0.00% | +9 | New |
| Bullock Wealth Management Group | 9 | $1.45K | 0.00% | +9 | New |
| WR Wealth Planners, LLC | 10 | $1.61K | 0.00% | +10 | New |
| MCF Advisors LLC | 11 | $1.77K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 12 | $1.93K | 0.00% | +12 | New |
| Highline Wealth Partners LLC | 13 | $2.09K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 13 | $2.09K | 0.00% | +13 | New |
| Bruce G. Allen Investments, LLC | 15 | $2.41K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $2.73K | 0.00% | −1−5.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 18 | $2.89K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 21 | $3.37K | 0.00% | +21 | New |
| Zions Bancorporation, N.A. | 23 | $3.69K | 0.00% | +6+35.3% | Added |
| Stonebridge Financial Group, LLC | 23 | $3.69K | 0.00% | +23 | New |
| Logan Capital Management Inc | 24 | $3.85K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 24 | $3.85K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 24 | $3.85K | 0.00% | +24 | New |
| Crowley Wealth Management, Inc. | 24 | $3.85K | 0.00% | +24 | New |
| Avion Wealth | 25 | $4.00K | 0.00% | +5+25.0% | Added |
| Compass Financial Services Inc | 25 | $4.02K | 0.00% | +25 | New |
| South Plains Financial, Inc. | 26 | $4.18K | 0.00% | +26 | New |
| North Star Investment Management Corp. | 26 | $4.18K | 0.00% | +26 | New |
| Ruedi Wealth Management, Inc. | 27 | $4.34K | 0.00% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 27 | $4.34K | 0.00% | +27 | New |
| GHP Investment Advisors, Inc. | 27 | $4.34K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 28 | $4.50K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 33 | $5.30K | 0.00% | +33 | New |
| Washington Trust Advisors, Inc. | 35 | $5.63K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 36 | $5.81K | 0.00% | +36 | New |
| Whipplewood Advisors, LLC | 37 | $5.94K | 0.00% | +37 | New |
| Spectrum Wealth Counsel, LLC | 37 | $5.94K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 43 | $6.91K | 0.00% | +33+330.0% | Added |
| Gen-Wealth Partners Inc | 48 | $7.71K | 0.00% | −154−76.2% | Reduced |
| First Financial Corp | 48 | $7.71K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 49 | $7.87K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 49 | $7.90K | 0.00% | +10+25.6% | Added |
| Hartford Financial Management Inc. | 50 | $8.03K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $8.03K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 50 | $8.03K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 50 | $8.03K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 51 | $8.19K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 51 | $8.19K | 0.00% | +51 | New |
| Salomon & Ludwin, LLC | 53 | $8.51K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 55 | $8.84K | 0.00% | −1−1.8% | Reduced |
| Midwest Capital Advisors, LLC | 55 | $8.84K | 0.01% | +55 | New |
| Montag A & Associates Inc | 59 | $9.48K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 59 | $9.48K | 0.00% | +7+13.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 59 | $9.48K | 0.00% | +17+40.5% | Added |
| Golden State Wealth Management, LLC | 63 | $10.1K | 0.00% | +63 | New |
| Prestige Wealth Management Group LLC | 66 | $10.6K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 66 | $10.6K | 0.00% | +1+1.5% | Added |
| Millstone Evans Group, LLC | 66 | $10.6K | 0.01% | +66 | New |
| Cornerstone Planning Group LLC | 64 | $10.8K | 0.00% | +6+10.3% | Added |
| Putney Financial Group LLC | 70 | $11.2K | 0.01% | +70 | New |
| Abound Wealth Management | 70 | $11.2K | 0.00% | +18+34.6% | Added |
| Harbor Investment Advisory, LLC | 71 | $11.4K | 0.00% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 72 | $11.6K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 72 | $11.6K | 0.00% | +15+26.3% | Added |
| Coppell Advisory Solutions LLC | 73 | $11.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 74 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 78 | $12.0K | 0.00% | +25+47.2% | Added |
| Fourth Dimension Wealth, LLC | 75 | $12.0K | 0.01% | +75 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 78 | $12.5K | 0.00% | +48+160.0% | Added |
| Raffa Wealth Management, LLC | 78 | $12.5K | 0.00% | −7−8.2% | Reduced |
| Synergy Investment Management, LLC | 78 | $12.5K | 0.01% | +78 | New |
| Private Wealth Management Group, LLC | 78 | $12.5K | 0.00% | +18+30.0% | Added |
| Mizuho Securities Co. Ltd. | 80 | $12.9K | 0.19% | +80 | New |
| CVA Family Office, LLC | 81 | $13.0K | 0.00% | +40+97.6% | Added |
| LGT Financial Advisors LLC | 87 | $14.0K | 0.03% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 86 | $14.0K | 0.00% | 00.0% | Unchanged |