| Quest 10 Wealth Builders, Inc. | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1 | $34 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $69 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $138 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $172 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5 | $172 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 6 | $222 | 0.00% | −94−94.0% | Reduced |
| Versant Capital Management, Inc | 7 | $241 | 0.00% | +7 | New |
| Game Plan Financial Advisors, LLC | 10 | $344 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $344 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 10 | $344 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 10 | $356 | 0.00% | −60−85.7% | Reduced |
| Colonial Trust Co | 11 | $378 | 0.00% | −42−79.2% | Reduced |
| Sierra Ocean, LLC | 11 | $378 | 0.00% | −8−42.1% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $378 | 0.00% | +11 | New |
| Binnacle Investments Inc | 16 | $550 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $585 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 18 | $619 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 18 | $620 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $620 | 0.00% | +18 | New |
| WealthTrak Capital Management LLC | 20 | $688 | 0.00% | −10−33.3% | Reduced |
| NVWM, LLC | 20 | $688 | 0.00% | +15+300.0% | Added |
| Principia Wealth Advisory, LLC | 21 | $722 | 0.00% | −4−16.0% | Reduced |
| CVA Family Office, LLC | 25 | $860 | 0.00% | −950−97.4% | Reduced |
| WealthCollab, LLC | 25 | $860 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 25 | $861 | 0.00% | +25 | New |
| ORG Partners LLC | 25 | $920 | 0.00% | +10+66.7% | Added |
| Bruce G. Allen Investments, LLC | 28 | $963 | 0.00% | −112−80.0% | Reduced |
| Capital Advisors, Ltd. LLC | 19 | $1.00K | 0.00% | −19−50.0% | Reduced |
| Capital Analysts, LLC | 33 | $1.00K | 0.00% | +33 | New |
| Cedar Wealth Management, LLC | 33 | $1.14K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 33 | $1.16K | 0.00% | +33 | New |
| Fortitude Family Office, LLC | 36 | $1.24K | 0.00% | −48−57.1% | Reduced |
| Webster Bank, N. A. | 36 | $1.24K | 0.00% | −9−20.0% | Reduced |
| AdvisorNet Financial, Inc | 37 | $1.27K | 0.00% | −5−11.9% | Reduced |
| Whipplewood Advisors, LLC | 38 | $1.31K | 0.00% | −316−89.3% | Reduced |
| Heritage Wealth Advisors | 40 | $1.38K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 40 | $1.38K | 0.00% | +40 | New |
| Beaird Harris Wealth Management, LLC | 43 | $1.48K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 43 | $1.48K | 0.00% | +5+13.2% | Added |
| Decker Retirement Planning Inc. | 44 | $1.51K | 0.00% | +44 | New |
| Activest Wealth Management | 47 | $1.62K | 0.00% | +32+213.3% | Added |
| Howard Hughes Medical Institute | 48 | $1.65K | 0.00% | +48 | New |
| Bartlett & Co. Wealth Management LLC | 50 | $1.72K | 0.00% | −3−5.7% | Reduced |
| HHM Wealth Advisors, LLC | 50 | $1.72K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $1.72K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 53 | $1.82K | 0.00% | −2,623−98.0% | Reduced |
| Twin Lakes Capital Management, LLC | 53 | $1.82K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 55 | $1.89K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 58 | $1.99K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 82 | $2.00K | 0.00% | −172−67.7% | Reduced |
| Avion Wealth | 68 | $2.00K | 0.00% | +68 | New |
| Johnson Financial Group, Inc. | 60 | $2.06K | 0.00% | +60 | New |
| Vision Financial Markets LLC | 63 | $2.13K | 0.00% | +1+1.6% | Added |
| Bokf, NA | 64 | $2.20K | 0.00% | −168−72.4% | Reduced |
| Sachetta, LLC | 76 | $2.61K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 79 | $2.72K | 0.00% | +11+16.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 82 | $2.82K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 83 | $2.85K | 0.00% | +23+38.3% | Added |
| South State Corp. | 97 | $3.34K | 0.00% | −158−62.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 96 | $3.40K | 0.00% | +96 | New |
| Plante Moran Financial Advisors, LLC | 100 | $3.44K | 0.00% | −3,052−96.8% | Reduced |
| Fortis Group Advisors, LLC | 100 | $3.44K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $3.44K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 101 | $3.47K | 0.00% | +1+1.0% | Added |
| Bell Investment Advisors, Inc | 101 | $3.47K | 0.00% | +3+3.1% | Added |
| Smallwood Wealth Investment Management, LLC | 106 | $3.67K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 115 | $3.96K | 0.00% | +115 | New |
| WPG Advisers, LLC | 117 | $4.02K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 123 | $4.23K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 125 | $4.30K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 133 | $4.57K | 0.00% | −7−5.0% | Reduced |
| Iron Horse Wealth Management, LLC | 134 | $4.61K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 137 | $4.71K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 139 | $4.78K | 0.00% | −4,444−97.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 145 | $4.99K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 155 | $5.00K | 0.00% | −38−19.7% | Reduced |
| TCTC Holdings, LLC | 150 | $5.16K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 158 | $5.43K | 0.00% | +33+26.4% | Added |
| Bank of Jackson Hole Trust | 160 | $5.50K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 172 | $5.92K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 175 | $6.02K | 0.00% | +175 | New |
| Clearstead Advisors, LLC | 176 | $6.05K | 0.00% | −256−59.3% | Reduced |
| Costello Asset Management, INC | 185 | $6.36K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 187 | $6.43K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 190 | $6.54K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 200 | $6.88K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 200 | $6.88K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 200 | $6.88K | 0.01% | 00.0% | Unchanged |
| Total Investment Management Inc | 200 | $6.88K | 0.00% | +200 | New |
| SRS Capital Advisors, Inc. | 212 | $7.29K | 0.00% | +12+6.0% | Added |
| Smithfield Trust Co | 240 | $8.00K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 235 | $8.08K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 240 | $8.25K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 293 | $10.1K | 0.00% | −5,967−95.3% | Reduced |
| Zions Bancorporation, National Association | 297 | $10.2K | 0.00% | −128−30.1% | Reduced |
| DT Investment Partners, LLC | 312 | $10.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 319 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 336 | $11.8K | 0.00% | +15+4.7% | Added |
| Armstrong Advisory Group, Inc | 354 | $12.2K | 0.00% | 00.0% | Unchanged |