| Ogorek Anthony Joseph | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $24 | 0.00% | −15−93.8% | Reduced |
| Concord Wealth Partners | 1 | $24 | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 2 | $49 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $49 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 4 | $97 | 0.00% | −1−20.0% | Reduced |
| Rothschild Investment LLC | 5 | $121 | 0.00% | −245−98.0% | Reduced |
| WealthTrak Capital Management LLC | 5 | $121 | 0.00% | −10−66.7% | Reduced |
| Manchester Capital Management LLC | 5 | $121 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $121 | 0.00% | +5 | New |
| First Horizon Advisors, Inc. | 7 | $169 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $194 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 8 | $194 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 9 | $217 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 9 | $218 | 0.00% | +9 | New |
| Optimum Investment Advisors | 10 | $242 | 0.00% | −150−93.8% | Reduced |
| AdvisorNet Financial, Inc | 10 | $242 | 0.00% | −1−9.1% | Reduced |
| C M Bidwell & Associates Ltd | 10 | $242 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 10 | $242 | 0.00% | +10 | New |
| Atticus Wealth Management, LLC | 10 | $242 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 10 | $242 | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 11 | $247 | 0.00% | +11 | New |
| Bay Harbor Wealth Management, LLC | 11 | $266 | 0.00% | +7+175.0% | Added |
| HFM Investment Advisors, LLC | 11 | $266 | 0.00% | +8+266.7% | Added |
| SJS Investment Consulting Inc. | 13 | $315 | 0.00% | −15−53.6% | Reduced |
| Raffa Wealth Management, LLC | 13 | $315 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 14 | $339 | 0.00% | +14 | New |
| Richardson Capital Management LLC | 16 | $387 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $436 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 21 | $509 | 0.00% | −728−97.2% | Reduced |
| Bayforest Capital Ltd | 25 | $605 | 0.00% | −6,020−99.6% | Reduced |
| PayPay Securities Corp | 27 | $653 | 0.03% | −4−12.9% | Reduced |
| TFC Financial Management | 28 | $678 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 30 | $726 | 0.00% | +23+328.6% | Added |
| Ronald Blue Trust, Inc. | 33 | $799 | 0.00% | −291−89.8% | Reduced |
| Pandora Wealth, Inc. | 33 | $799 | 0.00% | +13+65.0% | Added |
| Hughes Financial Services, LLC | 26 | $830 | 0.00% | +6+30.0% | Added |
| Spire Wealth Management | 35 | $852 | 0.00% | +35 | New |
| Capital Advisors, Ltd. LLC | 32 | $1.00K | 0.00% | +20+166.7% | Added |
| Cromwell Holdings LLC | 43 | $1.04K | 0.00% | +31+258.3% | Added |
| Stone House Investment Management, LLC | 46 | $1.11K | 0.00% | +46 | New |
| First Pacific Financial | 46 | $1.11K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 49 | $1.19K | 0.00% | +49 | New |
| Vision Financial Markets LLC | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 50 | $1.21K | 0.00% | +50 | New |
| Mount Yale Investment Advisors, LLC | 50 | $1.21K | 0.00% | +50 | New |
| CVA Family Office, LLC | 51 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 52 | $1.26K | 0.00% | +52 | New |
| Tidemark, LLC | 53 | $1.28K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 58 | $1.40K | 0.00% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 61 | $1.48K | 0.00% | −210−77.5% | Reduced |
| ORG Partners LLC | 65 | $1.56K | 0.00% | +25+62.5% | Added |
| Capital A Wealth Management, LLC | 40 | $1.64K | 0.02% | +40 | New |
| Fairscale Capital, LLC | 50 | $1.67K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 70 | $1.69K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 78 | $1.89K | 0.00% | −60−43.5% | Reduced |
| Bell Investment Advisors, Inc | 85 | $2.06K | 0.00% | −31−26.7% | Reduced |
| MV Capital Management, Inc. | 85 | $2.06K | 0.00% | −11−11.5% | Reduced |
| Total Investment Management Inc | 90 | $2.18K | 0.00% | +90 | New |
| UMA Financial Services, Inc. | 91 | $2.20K | 0.00% | +45+97.8% | Added |
| Dogwood Wealth Management LLC | 80 | $2.35K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 98 | $2.37K | 0.00% | −75−43.4% | Reduced |
| Montag A & Associates Inc | 100 | $2.42K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 100 | $2.42K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 100 | $2.42K | 0.00% | +100 | New |
| Tower View Investment Management & Research LLC | 109 | $2.64K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 110 | $2.66K | 0.00% | +104+1,733.3% | Added |
| Atlantic Trust, LLC | 114 | $2.76K | 0.00% | −19−14.3% | Reduced |
| Missouri Trust & Investment Co | 120 | $2.90K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 121 | $2.93K | 0.00% | +121 | New |
| Fortitude Family Office, LLC | 123 | $2.98K | 0.00% | +123 | New |
| Hantz Financial Services, Inc. | 137 | $3.00K | 0.00% | +8+6.2% | Added |
| Avion Wealth | 143 | $3.00K | 0.00% | +38+36.2% | Added |
| South State Corp. | 135 | $3.27K | 0.00% | −306−69.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 109 | $4.07K | 0.00% | +109 | New |
| Transce3nd, LLC | 147 | $4.12K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 186 | $4.50K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 195 | $4.72K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 200 | $4.84K | 0.00% | +200 | New |
| Performa Ltd (US), LLC | 205 | $4.96K | 0.00% | −100−32.8% | Reduced |
| TSFG, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 212 | $5.00K | 0.00% | +97+84.3% | Added |
| Inlight Wealth Management, LLC | 212 | $5.13K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 217 | $5.25K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 217 | $5.25K | 0.00% | −1,078−83.2% | Reduced |
| Geneos Wealth Management Inc. | 227 | $5.49K | 0.00% | +116+104.5% | Added |
| Game Plan Financial Advisors, LLC | 250 | $6.05K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 300 | $7.26K | 0.00% | +272+971.4% | Added |
| Kessler Investment Group, LLC | 300 | $7.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 312 | $7.55K | 0.00% | −1−0.3% | Reduced |
| Raelipskie Partnership | 325 | $7.87K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 317 | $8.00K | 0.00% | −257−44.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 379 | $9.17K | 0.01% | +177+87.6% | Added |
| Larson Financial Group LLC | 387 | $9.37K | 0.00% | +272+236.5% | Added |
| SRS Capital Advisors, Inc. | 419 | $10.1K | 0.00% | +12+2.9% | Added |
| GWM Advisors LLC | 443 | $10.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 447 | $10.8K | 0.00% | −1,150−72.0% | Reduced |
| Harbour Investments, Inc. | 459 | $11.1K | 0.00% | −107−18.9% | Reduced |
