| Pin Oak Investment Advisors Inc | 2 | $0 | 0.00% | −176−98.9% | Reduced |
| Copia Wealth Management | 0 | $17 | 0.00% | 0 | New |
| JFS Wealth Advisors, LLC | 1 | $122 | 0.00% | −13−92.9% | Reduced |
| Hughes Financial Services, LLC | 1 | $122 | 0.00% | −2−66.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $122 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 1 | $122 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $122 | 0.00% | +1 | New |
| Macquarie Group Ltd | 2 | $243 | 0.00% | −4,370−100.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 2 | $243 | 0.00% | −1,929−99.9% | Reduced |
| Golden State Equity Partners | 2 | $243 | 0.00% | +2 | New |
| Operose Advisors LLC | 2 | $243 | 0.00% | +2 | New |
| Tidemark, LLC | 2 | $243 | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $243 | 0.00% | +2 | New |
| Intentional Wealth Strategies, LLC | 2 | $243 | 0.00% | +2 | New |
| Whittier Trust Co of Nevada Inc | 2 | $246 | 0.00% | −18−90.0% | Reduced |
| Dunhill Financial, LLC | 2 | $268 | 0.00% | −1−33.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $364 | 0.00% | −1−25.0% | Reduced |
| Clearstead Advisors, LLC | 3 | $365 | 0.00% | −158−98.1% | Reduced |
| Clayton Financial Group LLC | 3 | $365 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 3 | $365 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $365 | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 3 | $365 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $365 | 0.00% | +3 | New |
| Ronald Blue Trust, Inc. | 4 | $486 | 0.00% | −626−99.4% | Reduced |
| Creative Financial Designs Inc | 4 | $486 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 4 | $486 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $486 | 0.00% | +1+33.3% | Added |
| TFC Financial Management | 4 | $487 | 0.00% | −1−20.0% | Reduced |
| Frazier Financial Advisors, LLC | 4 | $487 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $608 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $608 | 0.00% | +4+400.0% | Added |
| Hurley Capital, LLC | 6 | $729 | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 6 | $729 | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 6 | $729 | 0.00% | +6 | New |
| Red Tortoise LLC | 7 | $851 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $851 | 0.00% | +6+600.0% | Added |
| Arlington Trust Co LLC | 7 | $851 | 0.00% | +7 | New |
| Portus Wealth Advisors, LLC | 7 | $851 | 0.00% | +7 | New |
| Washington Trust Advisors, Inc. | 8 | $972 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $973 | 0.00% | +1+14.3% | Added |
| Manchester Capital Management LLC | 8 | $973 | 0.00% | +2+33.3% | Added |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | +4+80.0% | Added |
| Strategic Advocates LLC | 9 | $1.09K | 0.00% | −273−96.8% | Reduced |
| SHP Wealth Management | 9 | $1.09K | 0.00% | −8−47.1% | Reduced |
| Raffa Wealth Management, LLC | 9 | $1.09K | 0.00% | +1+12.5% | Added |
| NVWM, LLC | 9 | $1.09K | 0.00% | +7+350.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 10 | $1.22K | 0.00% | +10 | New |
| Gilpin Wealth Management, LLC | 10 | $1.22K | 0.00% | +10 | New |
| Bruce G. Allen Investments, LLC | 11 | $1.34K | 0.00% | −15−57.7% | Reduced |
| Retirement Wealth Solutions LLC | 11 | $1.34K | 0.00% | +7+175.0% | Added |
| Marquette Asset Management, LLC | 11 | $1.34K | 0.00% | +11 | New |
| TD Capital Management LLC | 11 | $1.34K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 11 | $1.45K | 0.00% | −17−60.7% | Reduced |
| IMA Wealth, Inc. | 12 | $1.46K | 0.00% | −2−14.3% | Reduced |
| Millstone Evans Group, LLC | 12 | $1.46K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 12 | $1.46K | 0.00% | +12 | New |
| UMA Financial Services, Inc. | 13 | $1.58K | 0.00% | +6+85.7% | Added |
| Tema ETFs LLC | 15 | $1.82K | 0.00% | −378−96.2% | Reduced |
| Farmers & Merchants Investments Inc | 15 | $1.82K | 0.00% | −16−51.6% | Reduced |
| MV Capital Management, Inc. | 15 | $1.82K | 0.00% | +4+36.4% | Added |
| Transamerica Financial Advisors, Inc. | 16 | $1.94K | 0.00% | +11+220.0% | Added |
| ZRC Wealth Management, LLC | 16 | $1.95K | 0.00% | −26−61.9% | Reduced |
| Old Point Trust & Financial Services N A | 16 | $1.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $2.00K | 0.00% | +18 | New |
| Private Wealth Management Group, LLC | 18 | $2.19K | 0.00% | −3−14.3% | Reduced |
| Noble Wealth Management PBC | 18 | $2.21K | 0.00% | +18 | New |
| Delta Asset Management LLC | 18 | $2.22K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 19 | $2.31K | 0.00% | +8+72.7% | Added |
| Cornerstone Financial Management LLC | 19 | $2.31K | 0.00% | +19 | New |
| Webster Bank, N. A. | 20 | $2.43K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 21 | $2.55K | 0.00% | −2,163−99.0% | Reduced |
| Sittner & Nelson, LLC | 21 | $2.55K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 21 | $2.56K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 23 | $2.79K | 0.00% | +23 | New |
| Addison Advisors LLC | 25 | $3.00K | 0.00% | +24+2,400.0% | Added |
| Ares Financial Consulting, LLC | 25 | $3.02K | 0.00% | +5+25.0% | Added |
| Financial Consulate, Inc | 25 | $3.04K | 0.00% | +5+25.0% | Added |
| Kilter Group LLC | 25 | $3.04K | 0.00% | +10+66.7% | Added |
| Golden State Wealth Management, LLC | 26 | $3.16K | 0.00% | +26 | New |
| Quent Capital, LLC | 26 | $3.16K | 0.00% | +26 | New |
| Zions Bancorporation, National Association | 27 | $3.28K | 0.00% | −792−96.7% | Reduced |
| High Note Wealth, LLC | 27 | $3.28K | 0.00% | +27 | New |
| CoreCap Advisors, LLC | 28 | $3.40K | 0.00% | +19+211.1% | Added |
| Sunbelt Securities, Inc. | 29 | $3.52K | 0.00% | +29 | Added |
| Bayban | 29 | $3.52K | 0.00% | +29 | New |
| Whittier Trust Co | 29 | $3.57K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 30 | $3.65K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 32 | $3.89K | 0.00% | +24+300.0% | Added |
| Sachetta, LLC | 32 | $3.89K | 0.00% | +22+220.0% | Added |
| Newbridge Financial Services Group, Inc. | 35 | $4.25K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 36 | $4.38K | 0.00% | +36 | New |
| LGT Financial Advisors LLC | 36 | $4.39K | 0.02% | +36 | New |
| Bare Financial Services, Inc | 37 | $4.50K | 0.00% | +34+1,133.3% | Added |
| Bogart Wealth, LLC | 38 | $4.62K | 0.00% | +35+1,166.7% | Added |
| MCF Advisors LLC | 39 | $4.74K | 0.00% | +39 | New |
| Godfrey Financial Associates, Inc. | 40 | $4.86K | 0.00% | 00.0% | Unchanged |
