| Ogorek Anthony Joseph | 1 | $0 | 0.00% | +1 | New |
| Private Wealth Management Group, LLC | 1 | $228 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $228 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $229 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $456 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $556 | 0.00% | −1−33.3% | Reduced |
| Redwood Park Advisors LLC | 4 | $911 | 0.00% | +1+33.3% | Added |
| Caitong International Asset Management Co., Ltd | 4 | $911 | 0.00% | +4 | New |
| TD Capital Management LLC | 4 | $932 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $1.14K | 0.00% | +1+25.0% | Added |
| ESL Trust Services, LLC | 5 | $1.14K | 0.00% | +5 | New |
| HighMark Wealth Management LLC | 5 | $1.14K | 0.00% | +5 | New |
| Breakwater Investment Management | 5 | $1.14K | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 5 | $1.14K | 0.00% | +5 | New |
| IMA Wealth, Inc. | 5 | $1.14K | 0.00% | −1−16.7% | Reduced |
| PayPay Securities Corp | 6 | $1.29K | 0.05% | +1+20.0% | Added |
| NVWM, LLC | 6 | $1.37K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 6 | $1.37K | 0.00% | +6 | New |
| Abich Financial Wealth Management LLC | 6 | $1.37K | 0.00% | +6 | New |
| TFC Financial Management | 6 | $1.37K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7 | $1.59K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 8 | $1.80K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 8 | $1.82K | 0.00% | +8 | New |
| Scarborough Advisors, LLC | 9 | $2.05K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9 | $2.05K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $2.05K | 0.00% | +4+80.0% | Added |
| HFM Investment Advisors, LLC | 9 | $2.05K | 0.00% | +4+80.0% | Added |
| Palisade Asset Management, LLC | 9 | $2.05K | 0.00% | +9 | New |
| Vermillion Wealth Management, Inc. | 9 | $2.05K | 0.00% | +9 | New |
| Colonial Trust Advisors | 10 | $2.28K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 10 | $2.28K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 10 | $2.28K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $2.28K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 11 | $2.50K | 0.00% | +7+175.0% | Added |
| Altshuler Shaham Ltd | 11 | $2.50K | 0.00% | +11 | New |
| Princeton Global Asset Management LLC | 12 | $2.73K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $2.73K | 0.00% | +2+20.0% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $2.96K | 0.00% | +6+85.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 13 | $2.96K | 0.00% | +13 | New |
| Sofos Investments, Inc. | 14 | $3.19K | 0.00% | +14 | New |
| General Partner, Inc. | 15 | $3.42K | 0.00% | −85−85.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 15 | $3.42K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 15 | $3.43K | 0.00% | +15 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $3.64K | 0.01% | −993−98.4% | Reduced |
| New Age Alpha Advisors, LLC | 16 | $3.64K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 17 | $3.87K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $4.10K | 0.00% | −35−66.0% | Reduced |
| Medallion Wealth Advisors, LLC | 18 | $4.10K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 18 | $4.10K | 0.00% | +18 | New |
| Dogwood Wealth Management LLC | 19 | $4.33K | 0.00% | −6−24.0% | Reduced |
| Proffitt & Goodson Inc | 19 | $4.33K | 0.00% | +1+5.6% | Added |
| J.Safra Asset Management Corp | 20 | $4.55K | 0.00% | +20 | New |
| MPWM Advisory Solutions, LLC | 21 | $4.78K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 24 | $4.95K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 22 | $5.01K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 22 | $5.10K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 23 | $5.24K | 0.00% | +3+15.0% | Added |
| Creative Financial Designs Inc | 23 | $5.26K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $5.69K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 25 | $5.69K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 30 | $5.81K | 0.01% | +30 | New |
| MJT & Associates Financial Advisory Group, Inc. | 26 | $5.92K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 27 | $6.15K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 27 | $6.15K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 27 | $6.34K | 0.00% | +5+22.7% | Added |
| Clayton Financial Group LLC | 28 | $6.38K | 0.00% | +28 | New |
| S&T Bank | 29 | $6.60K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 167 | $6.81K | 0.00% | +153+1,092.9% | Added |
| Godsey & Gibb Associates | 30 | $6.83K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $6.83K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 30 | $6.83K | 0.00% | +25+500.0% | Added |
| Key Financial Inc | 31 | $6.97K | 0.00% | +2+6.9% | Added |
| Beaird Harris Wealth Management, LLC | 31 | $7.03K | 0.00% | +17+121.4% | Added |
| Solstein Capital, LLC | 31 | $7.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 33 | $7.57K | 0.00% | +2+6.5% | Added |
| Evermay Wealth Management LLC | 34 | $7.74K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 37 | $8.43K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 38 | $8.65K | 0.01% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 39 | $8.88K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 43 | $9.33K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 50 | $9.53K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 43 | $9.79K | 0.00% | +43 | New |
| Armstrong Advisory Group, Inc | 44 | $10.0K | 0.00% | −108−71.1% | Reduced |
| Kilter Group LLC | 44 | $10.0K | 0.00% | −2−4.3% | Reduced |
| Independence Bank of Kentucky | 45 | $10.2K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 45 | $10.3K | 0.00% | +45 | New |
| Strategic Wealth Partners, Ltd. | 48 | $10.9K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 48 | $10.9K | 0.01% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 48 | $10.9K | 0.01% | +37+336.4% | Added |
| Resources Management Corp | 50 | $11.0K | 0.00% | −65−56.5% | Reduced |
| Hughes Financial Services, LLC | 54 | $11.1K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 0 | $11.2K | 0.01% | −49−100.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 50 | $11.3K | 0.00% | +50 | New |
| Avalon Trust Co | 50 | $11.4K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 50 | $11.4K | 0.00% | +50 | New |