| ZRC Wealth Management, LLC | 0 | $22 | 0.00% | 0 | Unchanged |
| Cornerstone Planning Group LLC | 1 | $62 | 0.00% | −11−91.7% | Reduced |
| Optima Capital LLC | 1 | $69 | 0.00% | +1 | New |
| Redwood Park Advisors LLC | 2 | $137 | 0.00% | +2 | New |
| NorthAvenue LLC | 2 | $137 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 4 | $273 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $273 | 0.00% | +3+300.0% | Added |
| Quaker Wealth Management, LLC | 6 | $409 | 0.00% | +6 | New |
| Evolution Wealth Management Inc. | 7 | $477 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 7 | $488 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 8 | $519 | 0.00% | +2+33.3% | Added |
| HFM Investment Advisors, LLC | 8 | $545 | 0.00% | +1+14.3% | Added |
| WestEnd Advisors, LLC | 10 | $681 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $681 | 0.00% | +1+11.1% | Added |
| 1015 Capital Partners, LLC | 10 | $681 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 11 | $750 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 13 | $885 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $885 | 0.00% | +6+85.7% | Added |
| City State Bank | 13 | $885 | 0.00% | +13 | New |
| Signature Equity Partners, LLC | 13 | $885 | 0.00% | +13 | New |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | −3−14.3% | Reduced |
| Coston, McIsaac & Partners | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 16 | $1.09K | 0.00% | −99−86.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 18 | $1.25K | 0.00% | +14+350.0% | Added |
| Cedar Mountain Advisors, LLC | 19 | $1.29K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 19 | $1.30K | 0.00% | +11+137.5% | Added |
| Rakuten Securities, Inc. | 20 | $1.36K | 0.00% | −4−16.7% | Reduced |
| Bernard Wealth Management Corp. | 20 | $1.36K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 21 | $1.43K | 0.00% | −58−73.4% | Reduced |
| Tucker Asset Management LLC | 21 | $1.43K | 0.00% | +21 | New |
| Kilter Group LLC | 21 | $1.43K | 0.00% | +4+23.5% | Added |
| Sound Income Strategies, LLC | 23 | $1.54K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 25 | $1.70K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 26 | $1.77K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 27 | $1.84K | 0.00% | +10+58.8% | Added |
| Avion Wealth | 33 | $2.00K | 0.00% | −14−29.8% | Reduced |
| Red Tortoise LLC | 30 | $2.04K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 31 | $2.11K | 0.00% | −1−3.1% | Reduced |
| SJS Investment Consulting Inc. | 32 | $2.18K | 0.00% | +25+357.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 33 | $2.25K | 0.00% | −16−32.7% | Reduced |
| Curat Global, LLC | 36 | $2.45K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 37 | $2.54K | 0.00% | +7+23.3% | Added |
| Spire Wealth Management | 39 | $2.63K | 0.00% | −86−68.8% | Reduced |
| Rothschild Investment LLC | 41 | $2.79K | 0.00% | −721−94.6% | Reduced |
| Abound Wealth Management | 42 | $2.83K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 42 | $2.86K | 0.00% | −9−17.6% | Reduced |
| Crewe Advisors LLC | 43 | $2.93K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 45 | $3.06K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 45 | $3.06K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 46 | $3.16K | 0.00% | −97−67.8% | Reduced |
| Hilton Head Capital Partners, LLC | 48 | $3.27K | 0.00% | +48 | New |
| J.Safra Asset Management Corp | 51 | $3.47K | 0.00% | +51 | New |
| Howard Hughes Medical Institute | 54 | $3.68K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 54 | $3.68K | 0.00% | +54 | New |
| Centennial Bank | 55 | $3.75K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 55 | $3.75K | 0.00% | +55 | New |
| High Note Wealth, LLC | 58 | $3.95K | 0.00% | +58 | New |
| Marquette Asset Management, LLC | 60 | $4.09K | 0.00% | +60 | New |
| Camelot Portfolios, LLC | 64 | $4.36K | 0.00% | +64 | New |
| Cape Investment Advisory, Inc. | 65 | $4.43K | 0.00% | +1+1.6% | Added |
| Fortitude Family Office, LLC | 69 | $4.70K | 0.00% | −31−31.0% | Reduced |
| Meeder Asset Management Inc | 70 | $4.77K | 0.00% | −4−5.4% | Reduced |
| Ares Financial Consulting, LLC | 72 | $4.90K | 0.00% | +72 | New |
| SHP Wealth Management | 75 | $5.08K | 0.00% | +75 | New |
| Imprint Wealth LLC | 76 | $5.18K | 0.02% | +12+18.8% | Added |
| Evermay Wealth Management LLC | 78 | $5.31K | 0.00% | −1,318−94.4% | Reduced |
| BankPlus Trust Department | 82 | $5.58K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 83 | $5.65K | 0.00% | +5+6.4% | Added |
| GPS Wealth Strategies Group, LLC | 84 | $5.71K | 0.00% | −151−64.3% | Reduced |
| Horizon Financial Services, LLC | 85 | $5.79K | 0.00% | +85 | New |
| Westfuller Advisors, LLC | 88 | $6.04K | 0.00% | +6+7.3% | Added |
| Raffa Wealth Management, LLC | 93 | $6.33K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $6.81K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 100 | $6.81K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 100 | $6.81K | 0.01% | +100 | New |
| McMillan Office, Inc. | 100 | $6.81K | 0.00% | +100 | New |
| Prestige Wealth Management Group LLC | 100 | $6.86K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 103 | $7.01K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 112 | $7.63K | 0.00% | −251−69.1% | Reduced |
| City Holding Co | 114 | $7.76K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 114 | $7.76K | 0.00% | +32+39.0% | Added |
| Winch Advisory Services, LLC | 115 | $7.83K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 132 | $8.00K | 0.00% | −3−2.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 130 | $8.86K | 0.00% | −51−28.2% | Reduced |
| JFS Wealth Advisors, LLC | 141 | $9.63K | 0.00% | +94+200.0% | Added |
| Strategic Wealth Partners, Ltd. | 158 | $10.8K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 167 | $11.4K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 183 | $11.4K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 168 | $11.5K | 0.00% | +1+0.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 172 | $11.7K | 0.00% | +172 | New |
| Bruce G. Allen Investments, LLC | 174 | $11.9K | 0.01% | +10+6.1% | Added |
| Wealth Watch Advisors, INC | 185 | $12.6K | 0.00% | +96+107.9% | Added |
| Wellington-Altus USA Inc. | 188 | $12.8K | 0.01% | +188 | New |
| Versant Capital Management, Inc | 193 | $13.1K | 0.00% | −55−22.2% | Reduced |
| Triumph Capital Management | 204 | $13.9K | 0.00% | +204 | New |
| Hughes Financial Services, LLC | 205 | $14.0K | 0.00% | −2−1.0% | Reduced |
| Optiver Holding B.V. | 208 | $14.2K | 0.00% | +208 | New |
| Raiffeisen Bank International AG | 213 | $14.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 213 | $15.0K | 0.01% | +3+1.4% | Added |