| Evolution Advisers, Inc. | 2 | $0 | 0.00% | −25−92.6% | Reduced |
| Avenir Tech Ltd | 1 | $71 | 0.00% | +1 | New |
| Hoey Investments, Inc | 3 | $213 | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6 | $425 | 0.00% | +6 | New |
| ROSS\JOHNSON & Associates LLC | 8 | $566 | 0.01% | −103−92.8% | Reduced |
| Ulland Investment Advisors, LLC | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 21 | $1.49K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 22 | $1.56K | 0.00% | +22 | New |
| Arcadia Investment Management Corp | 27 | $1.88K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 27 | $1.94K | 0.00% | −323−92.3% | Reduced |
| North Ridge Wealth Advisors, Inc. | 30 | $2.12K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 40 | $2.83K | 0.00% | −80−66.7% | Reduced |
| Legacy Investment Solutions, LLC | 40 | $2.83K | 0.00% | +40 | New |
| Robbins Farley LLC | 44 | $3.11K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 44 | $3.11K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 47 | $3.33K | 0.00% | +47 | New |
| Eq Wealth Advisors, LLC | 50 | $3.54K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 52 | $3.68K | 0.01% | +52 | New |
| Walleye Capital LLC | 53 | $3.75K | 0.00% | +53 | New |
| Morton Brown Family Wealth, LLC | 55 | $3.89K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 58 | $4.10K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 64 | $4.50K | 0.00% | +47+276.5% | Added |
| PayPay Securities Corp | 74 | $5.24K | 0.26% | −67−47.5% | Reduced |
| RMG Wealth Management LLC | 75 | $5.28K | 0.00% | +75 | New |
| Cedar Wealth Management, LLC | 82 | $5.78K | 0.00% | +82 | New |
| Strengthening Families & Communities, LLC | 83 | $5.94K | 0.00% | −1,714−95.4% | Reduced |
| Anfield Capital Management, LLC | 88 | $6.23K | 0.00% | +21+31.3% | Added |
| Horizon Financial Services, LLC | 98 | $6.92K | 0.00% | +14+16.7% | Added |
| Parkworth Wealth Management, Inc. | 100 | $7.05K | 0.01% | +11+12.4% | Added |
| Christopher J. Hasenberg, Inc | 100 | $7.08K | 0.00% | +100 | New |
| Longfellow Investment Management Co LLC | 101 | $7.15K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 101 | $7.16K | 0.00% | +1+1.0% | Added |
| Spurstone Advisory Services, LLC | 103 | $7.29K | 0.11% | 00.0% | Unchanged |
| Graney & King, LLC | 105 | $7.43K | 0.00% | 00.0% | Unchanged |
| Biglari Capital Corp. | 120 | $8.49K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 125 | $8.84K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 127 | $8.90K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 134 | $9.46K | 0.00% | +1+0.8% | Added |
| Bay Harbor Wealth Management, LLC | 133 | $9.47K | 0.00% | +59+79.7% | Added |
| WestEnd Advisors, LLC | 140 | $9.90K | 0.00% | −2−1.4% | Reduced |
| Silicon Valley Capital Partners | 141 | $9.98K | 0.00% | +141 | New |
| JDM Financial Group LLC | 145 | $10.3K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 147 | $10.4K | 0.00% | −133−47.5% | Reduced |
| Comprehensive Financial Planning, Inc. | 147 | $10.4K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 148 | $10.5K | 0.01% | −100−40.3% | Reduced |
| ZRC Wealth Management, LLC | 151 | $10.7K | 0.00% | 00.0% | Unchanged |
| Sagard Holdings Management Inc. | 154 | $10.9K | 0.03% | +154 | New |
| Evolution Wealth Management Inc. | 160 | $11.3K | 0.01% | +160 | New |
| Access Investment Management LLC | 165 | $11.7K | 0.00% | +165 | New |
| S&T Bank | 179 | $12.7K | 0.00% | +144+411.4% | Added |
| Ball & Co Wealth Management Inc. | 183 | $13.0K | 0.01% | +1+0.5% | Added |
| Principia Wealth Advisory, LLC | 185 | $13.1K | 0.01% | +66+55.5% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 196 | $13.9K | 0.01% | +3+1.6% | Added |
| Game Plan Financial Advisors, LLC | 200 | $14.2K | 0.01% | 00.0% | Unchanged |
| Syntax Research, Inc. | 200 | $14.2K | 0.01% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 200 | $14.2K | 0.01% | +200 | New |
| Stephenson National Bank & Trust | 227 | $16.1K | 0.01% | −6−2.6% | Reduced |
| Team Financial Group, LLC | 230 | $16.3K | 0.01% | +230 | New |
| 10Elms LLP | 240 | $17.0K | 0.02% | 00.0% | Unchanged |
| Hurley Capital, LLC | 250 | $17.7K | 0.01% | −26−9.4% | Reduced |
| Fairman Group, LLC | 253 | $18.0K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 255 | $18.0K | 0.01% | +53+26.2% | Added |
| HFM Investment Advisors, LLC | 258 | $18.2K | 0.01% | +21+8.9% | Added |
| Innovative Advisory Group, LLC | 261 | $18.4K | 0.02% | +241+1,205.0% | Added |
| Traub Capital Management LLC | 262 | $18.5K | 0.02% | +262 | New |
| Inlight Wealth Management, LLC | 277 | $19.6K | 0.01% | −1−0.4% | Reduced |
| Aventus Investment Advisors, Inc. | 280 | $19.8K | 0.02% | +280 | New |
| Mountain Hill Investment Partners Corp. | 284 | $20.1K | 0.02% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 285 | $20.2K | 0.02% | +45+18.8% | Added |
| Curio Wealth, LLC | 290 | $20.5K | 0.01% | +285+5,700.0% | Added |
| Essential Partners LLC | 290 | $20.5K | 0.01% | +290 | New |
| Bernard Wealth Management Corp. | 295 | $20.9K | 0.01% | −118−28.6% | Reduced |
| WealthCollab, LLC | 300 | $21.2K | 0.01% | 00.0% | Unchanged |
| Robinswood Financial LLC | 300 | $21.3K | 0.01% | +300 | New |
| Kilter Group LLC | 309 | $21.9K | 0.01% | +309 | New |
| Midwest Capital Advisors, LLC | 310 | $21.9K | 0.01% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 316 | $22.0K | 0.01% | 00.0% | Unchanged |
| Eukles Asset Management | 312 | $22.1K | 0.01% | 00.0% | Unchanged |
| Hara Capital LLC | 323 | $22.9K | 0.01% | −400−55.3% | Reduced |
| Riverview Trust Co | 330 | $23.3K | 0.03% | −1,935−85.4% | Reduced |
| MorganRosel Wealth Management, LLC | 344 | $24.3K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 352 | $24.9K | 0.01% | 00.0% | Unchanged |
| 1248 Management, LLC | 355 | $25.3K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 357 | $25.4K | 0.01% | +8+2.3% | Added |
| Horrell Capital Management, Inc. | 359 | $25.4K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 367 | $26.0K | 0.02% | +360+5,142.9% | Added |
| Penserra Capital Management LLC | 375 | $26.0K | 0.00% | −15,960−97.7% | Reduced |
| Headlands Technologies LLC | 368 | $26.0K | 0.00% | +368 | New |
| Tobam | 376 | $27.0K | 0.01% | −2,286−85.9% | Reduced |
| CKW Financial Group | 376 | $27.0K | 0.00% | +1+0.3% | Added |
| Miller Wealth Advisors, LLC | 390 | $27.6K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 400 | $28.1K | 0.02% | −192−32.4% | Reduced |
| Twin Lakes Capital Management, LLC | 400 | $28.3K | 0.02% | 00.0% | Unchanged |
| Luminist Capital LLC | 400 | $28.7K | 0.03% | 00.0% | Unchanged |
| New Millennium Group LLC | 418 | $29.5K | 0.02% | −25−5.6% | Reduced |
| Capula Management Ltd | 435 | $30.8K | 0.00% | −3,065−87.6% | Reduced |
| WFA Asset Management Corp | 496 | $31.6K | 0.02% | +2+0.4% | Added |
| Redmont Wealth Advisors LLC | 458 | $32.4K | 0.05% | +458 | New |
| Crowley Wealth Management, Inc. | 463 | $32.8K | 0.03% | 00.0% | Unchanged |
