| ZRC Wealth Management, LLC | 0 | $26 | 0.00% | 0 | Unchanged |
| Private Wealth Management Group, LLC | 1 | $83 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $83 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 3 | $247 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $330 | 0.00% | +4 | New |
| Cullen/Frost Bankers, Inc. | 4 | $331 | 0.00% | −1,397−99.7% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $380 | 0.00% | −1−16.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $411 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $412 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $412 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $494 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 6 | $494 | 0.00% | +6 | New |
| NVWM, LLC | 7 | $576 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 8 | $618 | 0.00% | +2+33.3% | Added |
| Wealth Preservation Advisors, LLC | 8 | $658 | 0.00% | +8 | New |
| Highline Wealth Partners LLC | 8 | $658 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 9 | $741 | 0.00% | +6+200.0% | Added |
| WealthTrak Capital Management LLC | 10 | $824 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $919 | 0.00% | +4+50.0% | Added |
| Rialto Wealth Management, LLC | 12 | $988 | 0.00% | +12 | New |
| Coston, McIsaac & Partners | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 14 | $1.15K | 0.00% | +14 | New |
| Hallmark Capital Management Inc | 20 | $1.65K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 20 | $1.65K | 0.00% | +20 | New |
| Bernard Wealth Management Corp. | 20 | $1.65K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 22 | $1.81K | 0.00% | +1+4.8% | Added |
| TD Capital Management LLC | 22 | $1.82K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 23 | $1.89K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 23 | $1.89K | 0.00% | +16+228.6% | Added |
| Avion Wealth | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 26 | $2.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $2.22K | 0.00% | +3+12.5% | Added |
| Red Tortoise LLC | 30 | $2.47K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 34 | $2.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 33 | $2.72K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 33 | $2.72K | 0.00% | +4+13.8% | Added |
| Curat Global, LLC | 36 | $2.96K | 0.00% | +36 | New |
| Point72 Hong Kong Ltd | 36 | $2.98K | 0.00% | −66,462−99.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 41 | $3.38K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 43 | $3.54K | 0.00% | +43 | New |
| Medallion Wealth Advisors, LLC | 45 | $3.70K | 0.00% | +45 | New |
| Cranbrook Wealth Management, LLC | 45 | $3.70K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 49 | $4.03K | 0.00% | +49 | New |
| Meeder Asset Management Inc | 50 | $4.12K | 0.00% | −32−39.0% | Reduced |
| Rossby Financial, LCC | 58 | $4.32K | 0.00% | +58 | New |
| Hexagon Capital Partners LLC | 54 | $4.45K | 0.00% | +37+217.6% | Added |
| Activest Wealth Management | 56 | $4.61K | 0.00% | +53+1,766.7% | Added |
| Abound Wealth Management | 57 | $4.73K | 0.00% | −20−26.0% | Reduced |
| Cape Investment Advisory, Inc. | 60 | $4.94K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 60 | $4.94K | 0.00% | +60 | New |
| South State Corp. | 66 | $5.43K | 0.00% | +66 | New |
| True Wealth Design, LLC | 69 | $5.68K | 0.00% | +55+392.9% | Added |
| Park Square Financial Group, LLC | 77 | $6.34K | 0.01% | +77 | New |
| United Community Bank | 78 | $6.42K | 0.00% | +78 | New |
| UMA Financial Services, Inc. | 78 | $6.42K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 79 | $6.50K | 0.00% | −98−55.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 80 | $6.58K | 0.00% | −969−92.4% | Reduced |
| BankPlus Trust Department | 82 | $6.75K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 84 | $6.91K | 0.01% | +84 | New |
| Blue Bell Private Wealth Management, LLC | 85 | $7.00K | 0.00% | +21+32.8% | Added |
| Deseret Mutual Benefit Administrators | 89 | $7.33K | 0.00% | +89 | New |
| Raffa Wealth Management, LLC | 93 | $7.66K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 99 | $8.15K | 0.04% | +99 | New |
| Prestige Wealth Management Group LLC | 100 | $8.23K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 100 | $8.23K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 100 | $8.23K | 0.00% | +100 | New |
| Pandora Wealth, Inc. | 100 | $8.23K | 0.01% | +100 | New |
| Bellwether Advisors, LLC | 101 | $8.31K | 0.00% | −22,146−99.5% | Reduced |
| Whipplewood Advisors, LLC | 8 | $8.81K | 0.01% | −99−92.5% | Reduced |
| City Holding Co | 114 | $9.38K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 115 | $9.47K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 116 | $9.55K | 0.00% | +8+7.4% | Added |
| CVA Family Office, LLC | 117 | $9.63K | 0.00% | +11+10.4% | Added |
| Private Wealth Asset Management, LLC | 118 | $9.71K | 0.00% | +118 | New |
| Anfield Capital Management, LLC | 150 | $12.3K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 151 | $12.4K | 0.01% | +151 | New |
| CNB Bank | 167 | $13.7K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 168 | $13.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 173 | $14.0K | 0.01% | +2+1.2% | Added |
| Raleigh Capital Management Inc. | 172 | $14.2K | 0.01% | −84−32.8% | Reduced |
| Kestra Investment Management, LLC | 173 | $14.2K | 0.00% | −123−41.6% | Reduced |
| Rise Advisors, LLC | 178 | $14.7K | 0.01% | −58−24.6% | Reduced |
| Harbour Investments, Inc. | 190 | $15.6K | 0.00% | +49+34.8% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 199 | $16.4K | 0.01% | +60+43.2% | Added |
| Hughes Financial Services, LLC | 200 | $16.4K | 0.00% | +200 | New |
| GHP Investment Advisors, Inc. | 200 | $16.5K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $16.5K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 207 | $17.0K | 0.00% | +7+3.5% | Added |
| Finley Financial, LLC | 224 | $17.0K | 0.01% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 210 | $17.3K | 0.00% | −2−0.9% | Reduced |
| Motco | 214 | $17.6K | 0.00% | +214 | New |
| Centricity Wealth Management, LLC | 218 | $17.9K | 0.02% | 00.0% | Unchanged |
| Spire Wealth Management | 221 | $18.2K | 0.00% | +16+7.8% | Added |
| YANKCOM Partnership | 242 | $19.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 242 | $19.9K | 0.00% | +15+6.6% | Added |
| Beaird Harris Wealth Management, LLC | 246 | $20.2K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 250 | $20.6K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 250 | $20.6K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 251 | $20.7K | 0.00% | 00.0% | Unchanged |