| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 1 | $108 | 0.00% | −23,788−100.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 1 | $108 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $108 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $109 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1 | $109 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $174 | 0.00% | +2 | New |
| Key Financial Inc | 2 | $217 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 2 | $217 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $217 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2 | $217 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $217 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2 | $217 | 0.00% | +2 | New |
| Jessup Wealth Management, Inc | 2 | $217 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 3 | $284 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $326 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $403 | 0.00% | −407−99.0% | Reduced |
| Quaker Wealth Management, LLC | 4 | $434 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $434 | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 4 | $434 | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 4 | $434 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4 | $436 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 4 | $443 | 0.00% | −2−33.3% | Reduced |
| Country Trust Bank | 5 | $542 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 5 | $542 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 5 | $543 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $543 | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 5 | $543 | 0.00% | +5 | New |
| ORG Wealth Partners, LLC | 6 | $650 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 6 | $651 | 0.00% | −5−45.5% | Reduced |
| Fortitude Family Office, LLC | 7 | $759 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $868 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $868 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 8 | $868 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 9 | $976 | 0.00% | +9 | New |
| Winthrop Capital Management, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Tradewinds Capital Management, LLC | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 10 | $1.08K | 0.00% | +10 | New |
| Signature Equity Partners, LLC | 10 | $1.08K | 0.00% | +10 | New |
| Smallwood Wealth Investment Management, LLC | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 11 | $1.19K | 0.00% | +11 | New |
| Proathlete Wealth Management LLC | 12 | $1.30K | 0.00% | +2+20.0% | Added |
| PayPay Securities Corp | 12 | $1.30K | 0.04% | +2+20.0% | Added |
| Bare Financial Services, Inc | 12 | $1.30K | 0.00% | +12 | New |
| Archer Investment Corp | 13 | $1.41K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 13 | $1.41K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 13 | $1.41K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 14 | $1.52K | 0.00% | +14 | New |
| Rossby Financial, LCC | 15 | $1.63K | 0.00% | −1,785−99.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $1.63K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 15 | $1.63K | 0.00% | +15 | New |
| Hoey Investments, Inc | 16 | $1.74K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 16 | $1.74K | 0.00% | +2+14.3% | Added |
| UMA Financial Services, Inc. | 17 | $1.84K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 18 | $2.00K | 0.00% | −342−95.0% | Reduced |
| Sound Income Strategies, LLC | 20 | $2.07K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 20 | $2.17K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 20 | $2.17K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $2.17K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 20 | $2.17K | 0.00% | +20 | New |
| United Financial Planning Group LLC | 20 | $2.17K | 0.00% | +20 | New |
| Bayban | 20 | $2.17K | 0.00% | +20 | New |
| Vermillion & White Wealth Management Group, LLC | 22 | $2.39K | 0.00% | +22 | New |
| Umb Bank N A | 22 | $2.39K | 0.00% | +10+83.3% | Added |
| IMA Wealth, Inc. | 23 | $2.50K | 0.00% | +23 | New |
| POM Investment Strategies, LLC | 23 | $2.50K | 0.00% | +23 | New |
| Curio Wealth, LLC | 26 | $2.88K | 0.00% | +26 | New |
| RMG Wealth Management LLC | 30 | $3.17K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 30 | $3.25K | 0.00% | +30 | New |
| Sachetta, LLC | 30 | $3.25K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 32 | $3.47K | 0.00% | −1,624−98.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 33 | $3.58K | 0.00% | +15+83.3% | Added |
| Atlantic Trust, LLC | 34 | $3.69K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 35 | $3.79K | 0.00% | +35 | New |
| Plato Investment Management Ltd | 35 | $3.82K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33 | $4.00K | 0.00% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 37 | $4.01K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 37 | $4.01K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 38 | $4.12K | 0.00% | +38 | New |
| Wealth Enhancement Trust Services, Inc. | 38 | $4.12K | 0.00% | +38 | New |
| PFS Partners, LLC | 39 | $4.23K | 0.00% | 00.0% | Unchanged |
| Trust Co | 40 | $4.34K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 40 | $4.34K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 45 | $4.88K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 46 | $4.99K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 47 | $5.10K | 0.00% | +47 | New |
| Dogwood Wealth Management LLC | 50 | $5.42K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 50 | $5.42K | 0.00% | +50 | New |
| CVA Family Office, LLC | 55 | $5.97K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 55 | $5.97K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 55 | $5.97K | 0.00% | +55 | New |
| Bell Investment Advisors, Inc | 59 | $6.40K | 0.00% | +51+637.5% | Added |
| Spire Wealth Management | 65 | $7.05K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 65 | $7.05K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 68 | $7.38K | 0.00% | +26+61.9% | Added |
| Friedenthal Financial | 68 | $7.38K | 0.00% | 00.0% | Unchanged |