| Strategic Advocates LLC | 0 | $27 | 0.00% | 0 | New |
| Y.D. More Investments Ltd | 73 | $59 | 0.00% | +73 | New |
| Koesten, Hirschmann & Crabtree, INC. | 0 | $63 | 0.00% | 0 | New |
| Lazard Asset Management LLC | 253 | $66 | 0.00% | −1,186−82.4% | Reduced |
| City State Bank | 1 | $260 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 2 | $521 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 2 | $521 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2 | $521 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $521 | 0.00% | +2 | New |
| Bullock Wealth Management Group | 2 | $590 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $781 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $781 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $782 | 0.00% | −2−40.0% | Reduced |
| Legacy Wealth Managment, LLC | 3 | $782 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $785 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 4 | $1.04K | 0.00% | −4−50.0% | Reduced |
| WestEnd Advisors, LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 4 | $1.04K | 0.00% | +4 | New |
| Anfield Capital Management, LLC | 4 | $1.04K | 0.00% | +4 | New |
| BankPlus Trust Department | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5 | $1.30K | 0.00% | −595−99.2% | Reduced |
| PayPay Securities Corp | 6 | $1.49K | 0.05% | 00.0% | Unchanged |
| DAGCO, Inc. | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 6 | $1.56K | 0.00% | +6 | New |
| First Command Advisory Services, Inc. | 7 | $1.82K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 7 | $1.88K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $2.08K | 0.00% | −3−27.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 8 | $2.08K | 0.00% | +3+60.0% | Added |
| West Branch Capital LLC | 8 | $2.12K | 0.00% | −5−38.5% | Reduced |
| Frazier Financial Advisors, LLC | 9 | $2.35K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 9 | $2.35K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $2.36K | 0.00% | −1−10.0% | Reduced |
| Aspect Partners, LLC | 10 | $2.60K | 0.00% | −4−28.6% | Reduced |
| Clear Street Markets LLC | 10 | $2.60K | 0.00% | +10 | New |
| Redwood Park Advisors LLC | 10 | $2.62K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 10 | $2.63K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 11 | $2.82K | 0.00% | +1+10.0% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $2.86K | 0.00% | +2+22.2% | Added |
| Colonial Trust Co | 11 | $2.87K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 14 | $3.00K | 0.00% | +14 | New |
| Essential Partners LLC | 12 | $3.13K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $3.13K | 0.00% | +2+20.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 12 | $3.13K | 0.00% | +12 | New |
| Westfuller Advisors, LLC | 12 | $3.16K | 0.00% | +12 | New |
| Cape Investment Advisory, Inc. | 13 | $3.39K | 0.00% | +5+62.5% | Added |
| MPWM Advisory Solutions, LLC | 13 | $3.39K | 0.00% | +8+160.0% | Added |
| Clark Wealth Partners | 11 | $3.41K | 0.00% | +11 | New |
| Painted Porch Advisors LLC | 14 | $3.65K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 14 | $3.65K | 0.00% | +8+133.3% | Added |
| TFC Financial Management | 15 | $3.91K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 15 | $3.93K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 17 | $4.43K | 0.00% | +3+21.4% | Added |
| Lowe Wealth Advisors, LLC | 18 | $4.69K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 19 | $4.95K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $5.00K | 0.00% | −3−12.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 19 | $5.09K | 0.00% | +1+5.6% | Added |
| Wolff Wiese Magana LLC | 20 | $5.21K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 20 | $5.21K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 20 | $5.21K | 0.00% | +20 | New |
| Palisade Asset Management, LLC | 20 | $5.21K | 0.00% | +20 | New |
| Horizon Financial Services, LLC | 21 | $5.47K | 0.00% | +19+950.0% | Added |
| Core Alternative Capital | 22 | $5.73K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 23 | $5.99K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 23 | $5.99K | 0.00% | +3+15.0% | Added |
| Shelton Wealth Management, LLC | 23 | $5.99K | 0.00% | +23 | New |
| Capital Advisors, Ltd. LLC | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 27 | $6.13K | 0.00% | +27 | New |
| Financial Perspectives, Inc | 24 | $6.25K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 24 | $6.25K | 0.00% | +24 | New |
| Byrne Asset Management LLC | 25 | $6.51K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 26 | $6.77K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 27 | $7.03K | 0.00% | −796−96.7% | Reduced |
| North Capital, Inc. | 27 | $7.03K | 0.01% | +1+3.8% | Added |
| South State Corp. | 28 | $7.29K | 0.00% | −28−50.0% | Reduced |
| Rakuten Securities, Inc. | 30 | $7.81K | 0.00% | −286−90.5% | Reduced |
| True Wealth Design, LLC | 30 | $7.83K | 0.00% | +1+3.4% | Added |
| Bare Financial Services, Inc | 31 | $8.07K | 0.00% | +8+34.8% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 33 | $8.60K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 33 | $8.60K | 0.00% | +26+371.4% | Added |
| Dogwood Wealth Management LLC | 35 | $9.12K | 0.00% | +2+6.1% | Added |
| Albion Financial Group | 35 | $9.12K | 0.00% | −7−16.7% | Reduced |
| Wealth Watch Advisors, INC | 36 | $9.38K | 0.00% | +36 | New |
| JNBA Financial Advisors | 37 | $9.64K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 38 | $9.90K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 39 | $10.2K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 39 | $10.2K | 0.01% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 41 | $10.7K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 43 | $11.2K | 0.00% | −1−2.3% | Reduced |
| Curat Global, LLC | 43 | $11.2K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 44 | $11.5K | 0.00% | +44 | New |
| Global Wealth Strategies & Associates | 46 | $12.0K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 46 | $12.0K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 48 | $12.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 48 | $12.5K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 49 | $12.8K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $13.0K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $13.0K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $13.0K | 0.00% | +8+19.0% | Added |