| Montag A & Associates Inc | 131 | $7.09K | 0.00% | −81−38.2% | Reduced |
| Grove Bank & Trust | 130 | $7.04K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 127 | $6.88K | 0.00% | +96+309.7% | Added |
| Rakuten Securities, Inc. | 125 | $6.77K | 0.00% | −5,063−97.6% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 121 | $6.55K | 0.00% | +115+1,916.7% | Added |
| Caldwell Sutter Capital, Inc. | 121 | $6.55K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 117 | $6.34K | 0.00% | +117 | New |
| Avion Wealth | 111 | $6.00K | 0.00% | −3−2.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 105 | $5.69K | 0.01% | +105 | New |
| Private Wealth Asset Management, LLC | 101 | $5.47K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 100 | $5.42K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 99 | $5.36K | 0.00% | +54+120.0% | Added |
| UMA Financial Services, Inc. | 94 | $5.09K | 0.00% | −87−48.1% | Reduced |
| Wolff Wiese Magana LLC | 93 | $5.04K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 87 | $4.71K | 0.00% | −1−1.1% | Reduced |
| Pflug Koory, LLC | 85 | $4.60K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 84 | $4.55K | 0.00% | −5−5.6% | Reduced |
| Legacy Wealth Managment, LLC | 80 | $4.33K | 0.00% | +18+29.0% | Added |
| Millstone Evans Group, LLC | 79 | $4.28K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 76 | $4.12K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 82 | $4.00K | 0.00% | −34−29.3% | Reduced |
| Acumen Wealth Advisors, LLC | 70 | $3.79K | 0.00% | +70 | New |
| Creative Financial Designs Inc | 69 | $3.74K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 69 | $3.74K | 0.00% | +69 | New |
| Plato Investment Management Ltd | 68 | $3.70K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 68 | $3.68K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 62 | $3.36K | 0.00% | +11+21.6% | Added |
| Ritter Daniher Financial Advisory LLC | 60 | $3.25K | 0.00% | −85−58.6% | Reduced |
| Sunrise Financial Services, LLC | 60 | $3.25K | 0.00% | +60 | New |
| Golden State Wealth Management, LLC | 59 | $3.19K | 0.00% | −100−62.9% | Reduced |
| JNBA Financial Advisors | 57 | $3.09K | 0.00% | +57 | New |
| Archer Investment Corp | 55 | $2.98K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 53 | $2.87K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 52 | $2.82K | 0.00% | +11+26.8% | Added |
| Glen Eagle Advisors, LLC | 51 | $2.76K | 0.00% | −39−43.3% | Reduced |
| Bogart Wealth, LLC | 51 | $2.76K | 0.00% | +9+21.4% | Added |
| Fortitude Family Office, LLC | 50 | $2.71K | 0.00% | −35−41.2% | Reduced |
| Advantage Trust Co | 50 | $2.71K | 0.00% | 00.0% | Unchanged |
| Bayban | 50 | $2.71K | 0.00% | +50 | New |
| Principia Wealth Advisory, LLC | 49 | $2.65K | 0.00% | +7+16.7% | Added |
| Fairman Group, LLC | 46 | $2.49K | 0.00% | +46 | New |
| Abound Wealth Management | 43 | $2.33K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 43 | $2.33K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 42 | $2.27K | 0.00% | +6+16.7% | Added |
| DV Trading LLC | 42 | $2.27K | 0.00% | +42 | New |
| Basecamp Wealth Advisors LLC | 42 | $2.27K | 0.00% | +42 | New |
| DiNuzzo Private Wealth, Inc. | 41 | $2.22K | 0.00% | −8−16.3% | Reduced |
| Modus Advisors, LLC | 39 | $2.11K | 0.00% | +39 | New |
| Tucker Asset Management LLC | 38 | $2.06K | 0.00% | +38 | New |
| Aventura Private Wealth, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 37 | $2.00K | 0.00% | +37 | New |
| Navalign, LLC | 36 | $1.95K | 0.00% | +36 | New |
| Aspect Partners, LLC | 35 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 35 | $1.90K | 0.00% | +16+84.2% | Added |
| J.Safra Asset Management Corp | 35 | $1.90K | 0.00% | +35 | New |
| Elevated Capital Advisors, LLC | 35 | $1.90K | 0.00% | +35 | New |
| Colonial Trust Co | 34 | $1.84K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 31 | $1.68K | 0.00% | +5+19.2% | Added |
| Rosenberg Matthew Hamilton | 30 | $1.63K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 30 | $1.62K | 0.00% | +30 | New |
| CBIZ Investment Advisory Services, LLC | 29 | $1.57K | 0.00% | −47−61.8% | Reduced |
| First Command Advisory Services, Inc. | 27 | $1.46K | 0.00% | −22−44.9% | Reduced |
| Hughes Financial Services, LLC | 27 | $1.46K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 26 | $1.41K | 0.00% | +26 | New |
| Marquette Asset Management, LLC | 26 | $1.41K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 25 | $1.35K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 25 | $1.35K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 25 | $1.35K | 0.00% | +18+257.1% | Added |
| Clayton Financial Group LLC | 25 | $1.35K | 0.00% | +25 | New |
| Optima Capital LLC | 25 | $1.35K | 0.00% | +25 | New |
| Nemes Rush Group LLC | 24 | $1.30K | 0.00% | +24 | New |
| PayPay Securities Corp | 22 | $1.19K | 0.03% | +2+10.0% | Added |
| Financial Consulate, Inc | 20 | $1.08K | 0.00% | +20 | New |
| Triumph Capital Management | 19 | $1.03K | 0.00% | +19 | New |
| Valley National Advisers Inc | 28 | $1.00K | 0.00% | −13−31.7% | Reduced |
| American National Bank | 17 | $921 | 0.00% | +17 | New |
| Quaker Wealth Management, LLC | 16 | $867 | 0.00% | +3+23.1% | Added |
| American Capital Advisory, LLC | 15 | $813 | 0.00% | +2+15.4% | Added |
| Sachetta, LLC | 14 | $759 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $759 | 0.00% | +9+180.0% | Added |
| Curio Wealth, LLC | 13 | $716 | 0.00% | +13 | New |
| Bare Financial Services, Inc | 13 | $704 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $655 | 0.00% | +3+33.3% | Added |
| Trust Co | 12 | $650 | 0.00% | +12 | New |
| HFM Investment Advisors, LLC | 11 | $596 | 0.00% | −2−15.4% | Reduced |
| Retirement Wealth Solutions LLC | 11 | $596 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $542 | 0.00% | +5+100.0% | Added |
| Advocate Investing Services LLC | 10 | $542 | 0.00% | +10 | New |
| Wealth Watch Advisors, INC | 9 | $487 | 0.00% | −29−76.3% | Reduced |
| WestEnd Advisors, LLC | 7 | $379 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $325 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $302 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 5 | $271 | 0.01% | +2+66.7% | Added |
| GHP Investment Advisors, Inc. | 4 | $217 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 4 | $217 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $217 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| Capital International Investors | 0 | $0 | 0.00% | −4,249,967−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −649,997−100.0% | Sold out |
