| Ogorek Anthony Joseph | 9 | $0 | 0.00% | +9 | New |
| Activest Wealth Management | 0 | $8 | 0.00% | −3−100.0% | Reduced |
| Core Alternative Capital | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2 | $105 | 0.00% | +2 | New |
| Bear Mountain Capital, Inc. | 2 | $109 | 0.00% | +2 | New |
| Medallion Wealth Advisors, LLC | 2 | $114 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $164 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 3 | $164 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 3 | $164 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $164 | 0.00% | +3 | New |
| TD Capital Management LLC | 4 | $219 | 0.00% | +4 | New |
| Horizon Investments, LLC | 5 | $274 | 0.00% | +5 | New |
| Halbert Hargrove Global Advisors, LLC | 5 | $294 | 0.00% | +5 | New |
| Cape Investment Advisory, Inc. | 6 | $328 | 0.00% | −1−14.3% | Reduced |
| Binnacle Investments Inc | 6 | $328 | 0.00% | +6 | New |
| American National Bank | 7 | $401 | 0.00% | +7 | New |
| Delta Asset Management LLC | 8 | $438 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $438 | 0.00% | +5+166.7% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 8 | $438 | 0.00% | +8 | New |
| True Wealth Design, LLC | 8 | $445 | 0.00% | −8−50.0% | Reduced |
| Kestra Investment Management, LLC | 9 | $493 | 0.00% | −327−97.3% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $541 | 0.00% | −1−9.1% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $547 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 11 | $624 | 0.04% | −10−47.6% | Reduced |
| Winnow Wealth LLC | 12 | $639 | 0.00% | +4+50.0% | Added |
| First Pacific Financial | 12 | $657 | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 12 | $657 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 12 | $657 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $767 | 0.00% | −5−26.3% | Reduced |
| Bullock Wealth Management Group | 14 | $799 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 15 | $821 | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 17 | $930 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 17 | $930 | 0.00% | +17 | New |
| Beaird Harris Wealth Management, LLC | 17 | $931 | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 17 | $931 | 0.00% | +17 | New |
| DB Fitzpatrick & Co, Inc | 18 | $985 | 0.00% | +18 | New |
| CKW Financial Group | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 16 | $1.00K | 0.00% | +16 | New |
| USA Financial Portformulas Corp | 19 | $1.04K | 0.00% | −9,964−99.8% | Reduced |
| Concord Wealth Partners | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 20 | $1.09K | 0.00% | +20 | New |
| Cromwell Holdings LLC | 20 | $1.09K | 0.00% | +20 | New |
| Reyes Financial Architecture, Inc. | 23 | $1.26K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 24 | $1.31K | 0.00% | +24 | New |
| Hughes Financial Services, LLC | 23 | $1.31K | 0.00% | +23 | New |
| Horrell Capital Management, Inc. | 25 | $1.37K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 25 | $1.37K | 0.00% | +25 | New |
| CBIZ Investment Advisory Services, LLC | 27 | $1.48K | 0.00% | −8−22.9% | Reduced |
| Golden State Wealth Management, LLC | 27 | $1.48K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 28 | $1.53K | 0.00% | +8+40.0% | Added |
| Hexagon Capital Partners LLC | 28 | $1.53K | 0.00% | −195−87.4% | Reduced |
| Blue Bell Private Wealth Management, LLC | 28 | $1.53K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 29 | $1.59K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 30 | $1.64K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 30 | $1.64K | 0.00% | +30 | New |
| MPWM Advisory Solutions, LLC | 31 | $1.70K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 31 | $1.70K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $1.75K | 0.00% | −43−57.3% | Reduced |
| Addison Advisors LLC | 32 | $1.75K | 0.00% | −9−22.0% | Reduced |
| Roxbury Financial LLC | 27 | $1.90K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 40 | $2.19K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 40 | $2.19K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 50 | $2.73K | 0.00% | −425−89.5% | Reduced |
| Aviso Financial Inc. | 50 | $2.74K | 0.00% | −50−50.0% | Reduced |
| Rise Advisors, LLC | 50 | $2.74K | 0.00% | −14−21.9% | Reduced |
| Raffa Wealth Management, LLC | 50 | $2.74K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 50 | $2.74K | 0.00% | +50 | New |
| West Branch Capital LLC | 60 | $3.28K | 0.00% | +59+5,900.0% | Added |
| WPG Advisers, LLC | 64 | $3.50K | 0.00% | −260−80.2% | Reduced |
| Hager Investment Management Services, LLC | 65 | $3.56K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 68 | $3.72K | 0.00% | +68 | New |
| West Oak Capital, LLC | 75 | $4.10K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 75 | $4.10K | 0.00% | +75 | New |
| Investors Research Corp | 75 | $4.10K | 0.00% | +75 | New |
| Westside Investment Management, Inc. | 74 | $4.22K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 85 | $4.65K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 85 | $4.65K | 0.00% | +3+3.7% | Added |
| Sierra Ocean, LLC | 86 | $4.71K | 0.00% | −60−41.1% | Reduced |
| Legacy Wealth Managment, LLC | 92 | $5.04K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 93 | $5.09K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 94 | $5.14K | 0.00% | −41−30.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 95 | $5.20K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 98 | $5.36K | 0.01% | +98 | New |
| Tower Trust & Investment Co | 100 | $5.36K | 0.00% | +100 | New |
| Burkett Financial Services, LLC | 100 | $5.47K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 100 | $5.47K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $5.47K | 0.00% | +100 | New |
| Inlight Wealth Management, LLC | 100 | $5.47K | 0.00% | +100 | New |
| Vermillion Wealth Management, Inc. | 100 | $5.47K | 0.00% | +100 | New |
| Capital Advisors, Ltd. LLC | 118 | $6.00K | 0.00% | +50+73.5% | Added |
| Avion Wealth | 58 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 124 | $6.79K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 124 | $6.79K | 0.00% | +116+1,450.0% | Added |
| Blume Capital Management, Inc. | 125 | $6.84K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 125 | $6.84K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 122 | $7.00K | 0.01% | −934−88.4% | Reduced |
| Fortitude Family Office, LLC | 131 | $7.17K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 131 | $7.17K | 0.00% | +15+12.9% | Added |