| Avion Wealth | 5 | $0 | 0.00% | −18−78.3% | Reduced |
| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 2 | $163 | 0.00% | +2 | New |
| TFC Financial Management | 3 | $245 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $245 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $327 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $327 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $327 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4 | $327 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 5 | $408 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $409 | 0.00% | +5 | New |
| Davis Capital Management | 6 | $490 | 0.00% | +6 | New |
| ZRC Wealth Management, LLC | 6 | $490 | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 6 | $490 | 0.00% | +6 | New |
| Retirement Wealth Solutions LLC | 7 | $572 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 9 | $717 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $735 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $816 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 10 | $817 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 12 | $980 | 0.00% | +1+9.1% | Added |
| Principia Wealth Advisory, LLC | 12 | $980 | 0.00% | +3+33.3% | Added |
| Valley National Advisers Inc | 16 | $1.00K | 0.00% | +2+14.3% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $1.06K | 0.00% | +2+18.2% | Added |
| Kilter Group LLC | 13 | $1.06K | 0.00% | +6+85.7% | Added |
| Creative Financial Designs Inc | 14 | $1.14K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 15 | $1.23K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 19 | $1.55K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 19 | $1.55K | 0.00% | +5+35.7% | Added |
| Financial Consulate, Inc | 20 | $1.63K | 0.00% | +20 | New |
| Aspect Partners, LLC | 20 | $1.63K | 0.00% | +20 | New |
| NBC Securities, Inc. | 21 | $1.71K | 0.00% | −10−32.3% | Reduced |
| Canada Pension Plan Investment Board | 21 | $1.72K | 0.00% | −75,992−100.0% | Reduced |
| Park Place Capital Corp | 21 | $1.72K | 0.00% | −28−57.1% | Reduced |
| Wealth Preservation Advisors, LLC | 22 | $1.80K | 0.00% | −7−24.1% | Reduced |
| ORG Partners LLC | 23 | $1.88K | 0.00% | +19+475.0% | Added |
| Pineridge Advisors LLC | 26 | $2.12K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 26 | $2.12K | 0.00% | +26 | New |
| Golden State Wealth Management, LLC | 30 | $2.45K | 0.00% | +30 | New |
| Armstrong Advisory Group, Inc | 30 | $2.45K | 0.00% | +30 | New |
| Caitlin John, LLC | 31 | $2.53K | 0.00% | +31 | New |
| Binnacle Investments Inc | 32 | $2.61K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $2.75K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 34 | $2.78K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 34 | $2.78K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 36 | $2.95K | 0.00% | +36 | New |
| Stone House Investment Management, LLC | 40 | $3.27K | 0.00% | +40 | New |
| CBIZ Investment Advisory Services, LLC | 41 | $3.35K | 0.00% | +34+485.7% | Added |
| Quest 10 Wealth Builders, Inc. | 43 | $3.51K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 45 | $3.67K | 0.00% | +45 | New |
| Transce3nd, LLC | 48 | $3.80K | 0.03% | −84−63.6% | Reduced |
| WealthCollab, LLC | 48 | $3.92K | 0.00% | +24+100.0% | Added |
| Coston, McIsaac & Partners | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 52 | $4.25K | 0.00% | −1−1.9% | Reduced |
| Wolff Wiese Magana LLC | 52 | $4.25K | 0.00% | +47+940.0% | Added |
| Fortitude Family Office, LLC | 56 | $4.57K | 0.00% | +4+7.7% | Added |
| Rakuten Securities, Inc. | 59 | $4.82K | 0.00% | +9+18.0% | Added |
| Colonial Trust Co | 59 | $4.82K | 0.00% | +49+490.0% | Added |
| Cloud Capital Management, LLC | 69 | $5.00K | 0.00% | +69 | New |
| Raffa Wealth Management, LLC | 62 | $5.06K | 0.00% | +24+63.2% | Added |
| Sachetta, LLC | 63 | $5.14K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 66 | $5.17K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 71 | $5.80K | 0.00% | +71 | New |
| Marshall & Sterling Wealth Advisors Inc. | 84 | $6.86K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 87 | $7.10K | 0.00% | −4−4.4% | Reduced |
| Private Trust Co NA | 94 | $7.67K | 0.00% | +81+623.1% | Added |
| JNBA Financial Advisors | 100 | $8.16K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $8.16K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 104 | $8.49K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 106 | $8.65K | 0.00% | −46−30.3% | Reduced |
| Rothschild Investment LLC | 110 | $8.98K | 0.00% | +1+0.9% | Added |
| Bare Financial Services, Inc | 115 | $9.39K | 0.00% | +38+49.4% | Added |
| CoreCap Advisors, LLC | 118 | $9.63K | 0.00% | +46+63.9% | Added |
| Dunhill Financial, LLC | 122 | $9.99K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 231 | $10.2K | 0.00% | +221+2,210.0% | Added |
| Rise Advisors, LLC | 138 | $11.3K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 152 | $12.1K | 0.00% | +2+1.3% | Added |
| JFS Wealth Advisors, LLC | 151 | $12.3K | 0.00% | −125−45.3% | Reduced |
| Gables Capital Management Inc. | 157 | $12.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 158 | $12.9K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 175 | $14.3K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 180 | $14.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 182 | $15.0K | 0.00% | +15+9.0% | Added |
| Insight Financial Services | 200 | $16.3K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 209 | $17.1K | 0.00% | +209 | New |
| WPG Advisers, LLC | 223 | $18.2K | 0.01% | −15−6.3% | Reduced |
| DT Investment Partners, LLC | 240 | $19.6K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 254 | $20.7K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 257 | $21.0K | 0.00% | −23−8.2% | Reduced |
| Quent Capital, LLC | 271 | $22.1K | 0.00% | +271 | New |
| Johnson Financial Group, Inc. | 280 | $22.9K | 0.00% | +32+12.9% | Added |
| AdvisorNet Financial, Inc | 299 | $24.4K | 0.00% | +37+14.1% | Added |
| AllSquare Wealth Management LLC | 300 | $24.5K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 315 | $25.4K | 0.00% | +315 | New |
| Walleye Trading LLC | 344 | $28.1K | 0.00% | +344 | New |
| Wealthspire Advisors, LLC | 351 | $28.7K | 0.00% | +351 | New |
| Root Financial Partners, LLC | 363 | $29.6K | 0.00% | +363 | New |
| Quarry LP | 364 | $29.7K | 0.01% | +232+175.8% | Added |
| Hantz Financial Services, Inc. | 372 | $30.0K | 0.00% | +177+90.8% | Added |
| Crowley Wealth Management, Inc. | 400 | $32.7K | 0.03% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 411 | $33.6K | 0.00% | +181+78.7% | Added |