| Wood Tarver Financial Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Activest Wealth Management | 4 | $94 | 0.00% | +4 | New |
| Garde Capital, Inc. | 5 | $118 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 11 | $213 | 0.00% | −22−66.7% | Reduced |
| Valued Wealth Advisors LLC | 15 | $361 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 15 | $361 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $423 | 0.00% | +3+20.0% | Added |
| Strengthening Families & Communities, LLC | 19 | $447 | 0.00% | +19 | New |
| Stephens Consulting, LLC | 19 | $447 | 0.00% | +19 | New |
| Y.D. More Investments Ltd | 6,584 | $456 | 0.00% | +681+11.5% | Added |
| WestEnd Advisors, LLC | 20 | $470 | 0.00% | −7−25.9% | Reduced |
| Puff Wealth Management, LLC | 20 | $470 | 0.00% | +20 | New |
| GPS Wealth Strategies Group, LLC | 28 | $659 | 0.00% | +26+1,300.0% | Added |
| Aspect Partners, LLC | 29 | $682 | 0.00% | +29 | New |
| NVWM, LLC | 37 | $870 | 0.00% | −5−11.9% | Reduced |
| Quaker Wealth Management, LLC | 37 | $871 | 0.00% | +37 | New |
| Kilter Group LLC | 40 | $941 | 0.00% | +40 | New |
| HFM Investment Advisors, LLC | 42 | $988 | 0.00% | +21+100.0% | Added |
| Picton Mahoney Asset Management | 51 | $1.00K | 0.00% | −969−95.0% | Reduced |
| Aventura Private Wealth, LLC | 44 | $1.03K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 44 | $1.03K | 0.00% | +44 | New |
| Bay Harbor Wealth Management, LLC | 45 | $1.07K | 0.00% | +19+73.1% | Added |
| Core Alternative Capital | 51 | $1.20K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 49 | $1.22K | 0.00% | +6+14.0% | Added |
| DAGCO, Inc. | 53 | $1.25K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 54 | $1.27K | 0.00% | +54 | New |
| SJS Investment Consulting Inc. | 56 | $1.32K | 0.00% | −34−37.8% | Reduced |
| Plato Investment Management Ltd | 58 | $1.36K | 0.00% | +4+7.4% | Added |
| Parkworth Wealth Management, Inc. | 58 | $1.36K | 0.00% | +39+205.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 59 | $1.39K | 0.00% | +32+118.5% | Added |
| Tortoise Investment Management, LLC | 61 | $1.44K | 0.00% | +61 | New |
| Atticus Wealth Management, LLC | 61 | $1.44K | 0.00% | +61 | New |
| Albion Financial Group | 69 | $1.62K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 71 | $1.67K | 0.00% | −108−60.3% | Reduced |
| Dogwood Wealth Management LLC | 69 | $1.70K | 0.00% | +69 | New |
| High Note Wealth, LLC | 77 | $1.81K | 0.00% | −22−22.2% | Reduced |
| Dunhill Financial, LLC | 84 | $1.99K | 0.00% | −2−2.3% | Reduced |
| WealthTrak Capital Management LLC | 90 | $2.12K | 0.00% | +85+1,700.0% | Added |
| Graney & King, LLC | 97 | $2.28K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 102 | $2.40K | 0.00% | +102 | New |
| Bokf, NA | 104 | $2.45K | 0.00% | −461−81.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 117 | $2.75K | 0.00% | −7−5.6% | Reduced |
| Raffa Wealth Management, LLC | 121 | $2.85K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 121 | $2.85K | 0.00% | +96+384.0% | Added |
| Horizon Financial Services, LLC | 122 | $2.87K | 0.00% | +68+125.9% | Added |
| Beaird Harris Wealth Management, LLC | 124 | $2.92K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 135 | $3.00K | 0.00% | −10−6.9% | Reduced |
| Highline Wealth Partners LLC | 129 | $3.03K | 0.00% | −79−38.0% | Reduced |
| Atlas Capital Advisors LLC | 129 | $3.03K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 131 | $3.08K | 0.01% | +131 | New |
| Pacifica Partners Inc. | 142 | $3.32K | 0.00% | +142 | New |
| Walleye Capital LLC | 146 | $3.43K | 0.00% | −2,521−94.5% | Reduced |
| Rialto Wealth Management, LLC | 146 | $3.43K | 0.00% | +91+165.5% | Added |
| Cornerstone Planning Group LLC | 143 | $3.60K | 0.00% | +54+60.7% | Added |
| Golden State Wealth Management, LLC | 160 | $3.76K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 170 | $4.00K | 0.00% | +40+30.8% | Added |
| Avion Wealth | 183 | $4.00K | 0.00% | +42+29.8% | Added |
| Coston, McIsaac & Partners | 178 | $4.00K | 0.00% | 00.0% | Unchanged |
| Chelsea Counsel Co | 170 | $4.04K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 190 | $4.47K | 0.00% | +113+146.8% | Added |
| Hollencrest Capital Management | 195 | $4.59K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 196 | $4.61K | 0.00% | +196 | New |
| JFS Wealth Advisors, LLC | 197 | $4.63K | 0.00% | −279−58.6% | Reduced |
| TFC Financial Management | 208 | $4.89K | 0.00% | −57−21.5% | Reduced |
| IMG Wealth Management, Inc. | 208 | $4.89K | 0.00% | +208 | New |
| Centennial Bank | 215 | $5.06K | 0.00% | +215 | New |
| Whipplewood Advisors, LLC | 226 | $5.32K | 0.00% | +118+109.3% | Added |
| Reyes Financial Architecture, Inc. | 230 | $5.41K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 232 | $5.46K | 0.00% | +232 | New |
| Rakuten Securities, Inc. | 235 | $5.53K | 0.00% | +234+23,400.0% | Added |
| Whittier Trust Co of Nevada Inc | 237 | $5.57K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 238 | $5.60K | 0.00% | +238 | New |
| Ameriflex Group, Inc. | 249 | $5.82K | 0.00% | +249 | New |
| Crewe Advisors LLC | 249 | $5.86K | 0.00% | −1−0.4% | Reduced |
| WFA Asset Management Corp | 300 | $6.01K | 0.00% | −300−50.0% | Reduced |
| Decker Retirement Planning Inc. | 259 | $6.09K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 268 | $6.30K | 0.00% | +268 | New |
| Fortitude Family Office, LLC | 289 | $6.80K | 0.00% | +121+72.0% | Added |
| Private Wealth Asset Management, LLC | 290 | $6.82K | 0.00% | −104−26.4% | Reduced |
| Capital Advisors, Ltd. LLC | 288 | $7.00K | 0.00% | +121+72.5% | Added |
| Park Square Financial Group, LLC | 300 | $7.06K | 0.01% | 00.0% | Unchanged |
| Essential Partners LLC | 310 | $7.29K | 0.00% | +310 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 308 | $7.34K | 0.00% | −84−21.4% | Reduced |
| Harbor Investment Advisory, LLC | 325 | $7.64K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 328 | $7.71K | 0.00% | +328 | New |
| UMA Financial Services, Inc. | 330 | $7.76K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 342 | $8.04K | 0.00% | +92+36.8% | Added |
| Crews Bank & Trust | 350 | $8.23K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 346 | $8.36K | 0.00% | +178+106.0% | Added |
| Plante Moran Financial Advisors, LLC | 384 | $9.03K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 389 | $9.15K | 0.01% | +1+0.3% | Added |
| Red Tortoise LLC | 391 | $9.20K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 400 | $9.41K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 400 | $9.41K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 395 | $9.55K | 0.00% | +395 | New |
| Ancora Advisors, LLC | 425 | $10.0K | 0.00% | +425 | New |
| Duncker Streett & Co Inc | 428 | $10.1K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 435 | $10.2K | 0.00% | +435 | New |
| Armstrong Advisory Group, Inc | 442 | $10.4K | 0.00% | +442 | New |