| Quest 10 Wealth Builders, Inc. | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 1 | $36 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $73 | 0.00% | −2−50.0% | Reduced |
| JFS Wealth Advisors, LLC | 2 | $73 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5 | $182 | 0.00% | 00.0% | Unchanged |
| Luken Investment Analytics, LLC | 5 | $182 | 0.00% | +5 | New |
| Aventura Private Wealth, LLC | 5 | $182 | 0.00% | +5 | New |
| Financial Consulate, Inc | 5 | $183 | 0.00% | +5 | New |
| Turning Point Benefit Group, Inc. | 6 | $218 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $219 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 8 | $292 | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 9 | $328 | 0.00% | +9 | New |
| Creative Financial Designs Inc | 10 | $365 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 10 | $365 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 10 | $365 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 11 | $401 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $490 | 0.00% | +7+116.7% | Added |
| NVWM, LLC | 15 | $547 | 0.00% | −5−25.0% | Reduced |
| Bogart Wealth, LLC | 16 | $584 | 0.00% | −14−46.7% | Reduced |
| Optima Capital LLC | 16 | $584 | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 17 | $620 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 18 | $656 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 18 | $657 | 0.00% | −16−47.1% | Reduced |
| Rialto Wealth Management, LLC | 18 | $657 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 18 | $657 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 20 | $730 | 0.00% | +20 | New |
| Trust Co of Vermont | 22 | $803 | 0.00% | +22 | New |
| RMG Wealth Management LLC | 25 | $861 | 0.00% | +25 | New |
| Rakuten Securities, Inc. | 25 | $912 | 0.00% | −40−61.5% | Reduced |
| Principia Wealth Advisory, LLC | 25 | $912 | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 25 | $913 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $913 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 25 | $913 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 28 | $1.02K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 30 | $1.09K | 0.00% | +30 | New |
| Cedar Wealth Management, LLC | 33 | $1.20K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 35 | $1.28K | 0.00% | +10+40.0% | Added |
| Hilton Head Capital Partners, LLC | 35 | $1.28K | 0.00% | +35 | New |
| Johnson Financial Group, Inc. | 35 | $1.28K | 0.00% | −41−53.9% | Reduced |
| AdvisorNet Financial, Inc | 37 | $1.35K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 37 | $1.35K | 0.00% | +37 | New |
| Manchester Capital Management LLC | 40 | $1.46K | 0.00% | −100−71.4% | Reduced |
| Strive Financial Group ,LLC | 40 | $1.46K | 0.00% | +40 | New |
| Beaird Harris Wealth Management, LLC | 43 | $1.57K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 44 | $1.61K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 48 | $1.78K | 0.00% | +41+585.7% | Added |
| HHM Wealth Advisors, LLC | 50 | $1.82K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $1.83K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 53 | $1.94K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 59 | $2.15K | 0.00% | +59 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 60 | $2.19K | 0.00% | +60 | New |
| UMA Financial Services, Inc. | 60 | $2.19K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 60 | $2.19K | 0.00% | +60 | New |
| Vision Financial Markets LLC | 63 | $2.26K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 64 | $2.33K | 0.00% | +64 | New |
| Signature Equity Partners, LLC | 66 | $2.41K | 0.00% | +66 | New |
| South State Corp. | 72 | $2.63K | 0.00% | −5−6.5% | Reduced |
| MV Capital Management, Inc. | 79 | $2.88K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 80 | $2.92K | 0.00% | +80 | New |
| Sunbelt Securities, Inc. | 94 | $3.43K | 0.00% | −46−32.9% | Reduced |
| Atlantic Trust, LLC | 96 | $3.50K | 0.00% | −37−27.8% | Reduced |
| Crewe Advisors LLC | 100 | $3.65K | 0.00% | −3,000−96.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 100 | $3.65K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $3.65K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 100 | $3.65K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $3.65K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 101 | $3.69K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 101 | $3.69K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 105 | $3.86K | 0.00% | +105 | New |
| Arlington Trust Co LLC | 110 | $4.01K | 0.00% | −690−86.3% | Reduced |
| Ares Financial Consulting, LLC | 111 | $4.05K | 0.00% | +111 | New |
| Clark Wealth Partners | 115 | $4.20K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 115 | $4.20K | 0.00% | +115 | New |
| Pacific Center for Financial Services | 123 | $4.26K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 117 | $4.27K | 0.00% | −38−24.5% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 118 | $4.31K | 0.00% | +118 | New |
| Kilter Group LLC | 124 | $4.53K | 0.00% | +124 | New |
| Strategic Investment Solutions, Inc. | 125 | $4.56K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 127 | $4.66K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 130 | $4.74K | 0.00% | +80+160.0% | Added |
| TSFG, LLC | 149 | $5.00K | 0.00% | −170−53.3% | Reduced |
| Close Asset Management Ltd | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 138 | $5.04K | 0.00% | −114−45.2% | Reduced |
| Sachetta, LLC | 143 | $5.22K | 0.00% | +67+88.2% | Added |
| Truvestments Capital LLC | 144 | $5.25K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 145 | $5.29K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 150 | $5.47K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 150 | $5.47K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 155 | $5.66K | 0.00% | +105+210.0% | Added |
| ORG Partners LLC | 156 | $5.69K | 0.00% | +125+403.2% | Added |
| Bank of Jackson Hole Trust | 160 | $5.84K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 170 | $6.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 169 | $6.17K | 0.00% | −478−73.9% | Reduced |
| Quaker Wealth Management, LLC | 177 | $6.46K | 0.00% | +2+1.1% | Added |
| Fideuram Asset Management (Ireland) dac | 202 | $6.49K | 0.00% | +202 | New |
| Costello Asset Management, INC | 184 | $6.71K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 190 | $6.93K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 200 | $7.30K | 0.00% | 00.0% | Unchanged |