| Quest 10 Wealth Builders, Inc. | 1 | $267 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1 | $445 | 0.00% | −10−90.9% | Reduced |
| Davis Capital Management | 1 | $445 | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 1 | $445 | 0.00% | +1 | New |
| Trust Co | 1 | $445 | 0.00% | +1 | New |
| Elevated Capital Advisors, LLC | 1 | $445 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 1 | $445 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $446 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $446 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $446 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $446 | 0.00% | +1 | New |
| Highline Wealth Partners LLC | 2 | $890 | 0.00% | −3−60.0% | Reduced |
| WestEnd Advisors, LLC | 2 | $890 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 2 | $890 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2 | $890 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $891 | 0.00% | −24−92.3% | Reduced |
| Quaker Wealth Management, LLC | 2 | $891 | 0.00% | +1+100.0% | Added |
| Seneschal Advisors, LLC | 2 | $891 | 0.00% | +1+100.0% | Added |
| Arcadia Investment Management Corp | 2 | $891 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $891 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 3 | $1.33K | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $1.34K | 0.00% | +1+50.0% | Added |
| American Capital Advisory, LLC | 3 | $1.34K | 0.00% | +2+200.0% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 4 | $1.49K | 0.00% | +4 | New |
| Greenline Wealth Management LLC | 4 | $1.58K | 0.00% | +4 | New |
| Sound Income Strategies, LLC | 4 | $1.67K | 0.00% | +1+33.3% | Added |
| Kilter Group LLC | 4 | $1.78K | 0.00% | −3−42.9% | Reduced |
| Corsicana & Co. | 4 | $1.78K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4 | $1.78K | 0.00% | +4 | New |
| Cornerstone Financial Management LLC | 4 | $1.78K | 0.00% | +4 | New |
| TFC Financial Management | 5 | $2.23K | 0.00% | −1−16.7% | Reduced |
| IMG Wealth Management, Inc. | 5 | $2.23K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 5 | $2.23K | 0.00% | +1+25.0% | Added |
| Bare Financial Services, Inc | 5 | $2.23K | 0.00% | +1+25.0% | Added |
| Flagship Harbor Advisors, LLC | 5 | $2.23K | 0.00% | +5 | New |
| Bank of Jackson Hole Trust | 5 | $2.23K | 0.00% | +5 | New |
| Imprint Wealth LLC | 6 | $2.67K | 0.01% | −22−78.6% | Reduced |
| MPWM Advisory Solutions, LLC | 6 | $2.67K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 6 | $2.67K | 0.00% | +6 | New |
| High Note Wealth, LLC | 6 | $2.67K | 0.00% | +6 | New |
| Optima Capital LLC | 6 | $2.67K | 0.00% | +6 | New |
| Bellevue Asset Management, LLC | 7 | $3.12K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 7 | $3.12K | 0.00% | −2−22.2% | Reduced |
| Albion Financial Group | 7 | $3.12K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $3.12K | 0.00% | +4+133.3% | Added |
| Dunhill Financial, LLC | 8 | $3.47K | 0.00% | +1+14.3% | Added |
| Fideuram Asset Management (Ireland) dac | 7 | $3.53K | 0.00% | +7 | New |
| Hollencrest Capital Management | 8 | $3.56K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 8 | $3.56K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 9 | $4.00K | 0.00% | −8−47.1% | Reduced |
| Penserra Capital Management LLC | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 9 | $4.00K | 0.00% | +9 | New |
| Signature Resources Capital Management, LLC | 9 | $4.01K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $4.01K | 0.00% | +3+50.0% | Added |
| Spire Wealth Management | 9 | $4.01K | 0.00% | +3+50.0% | Added |
| Financial Consulate, Inc | 9 | $4.01K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 9 | $4.01K | 0.00% | +9 | New |
| Fortitude Family Office, LLC | 10 | $4.45K | 0.00% | −22−68.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 10 | $4.45K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 10 | $4.45K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 10 | $4.45K | 0.00% | +4+66.7% | Added |
| Navalign, LLC | 10 | $4.45K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $4.45K | 0.00% | −2−16.7% | Reduced |
| SJS Investment Consulting Inc. | 10 | $4.45K | 0.00% | +7+233.3% | Added |
| South Plains Financial, Inc. | 11 | $4.90K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 11 | $4.90K | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 11 | $4.90K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 11 | $4.90K | 0.00% | +11 | New |
| Newbridge Financial Services Group, Inc. | 11 | $4.94K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 12 | $5.34K | 0.00% | +12 | New |
| Kingdom Financial Group LLC. | 12 | $5.48K | 0.00% | +12 | New |
| HighMark Wealth Management LLC | 12 | $5.50K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 13 | $5.79K | 0.00% | −92,219−100.0% | Reduced |
| Westfuller Advisors, LLC | 13 | $5.79K | 0.00% | −457−97.2% | Reduced |
| Raffa Wealth Management, LLC | 13 | $5.79K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 13 | $5.79K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $5.79K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 14 | $6.23K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 14 | $6.23K | 0.00% | +14 | New |
| Moisand Fitzgerald Tamayo, LLC | 15 | $6.68K | 0.00% | −12−44.4% | Reduced |
| Rosenberg Matthew Hamilton | 15 | $6.68K | 0.00% | −9−37.5% | Reduced |
| Aspect Partners, LLC | 15 | $6.68K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 15 | $6.68K | 0.00% | +15 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 15 | $6.69K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 16 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 16 | $7.12K | 0.00% | +16 | New |
| Wolff Wiese Magana LLC | 16 | $7.12K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 17 | $7.57K | 0.00% | +17 | New |
| Ares Financial Consulting, LLC | 17 | $7.57K | 0.01% | +17 | New |
| Perkins Coie Trust Co | 20 | $8.90K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 21 | $9.35K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 22 | $9.62K | 0.00% | +22 | New |
| Turning Point Benefit Group, Inc. | 22 | $9.79K | 0.01% | +21+2,100.0% | Added |
| Howard Hughes Medical Institute | 23 | $10.2K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 23 | $10.2K | 0.00% | +23 | New |
| Bruce G. Allen Investments, LLC | 24 | $10.7K | 0.01% | −21−46.7% | Reduced |
| HHM Wealth Advisors, LLC | 24 | $10.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $10.7K | 0.00% | +18+300.0% | Added |
| FWL Investment Management, LLC | 25 | $11.1K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 25 | $11.1K | 0.01% | +25 | New |