| Ogorek Anthony Joseph | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $40 | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 2 | $81 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $81 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $120 | 0.00% | +3 | New |
| Frazier Financial Advisors, LLC | 3 | $121 | 0.00% | +3 | New |
| Kerr Financial Planning Corp | 4 | $150 | 0.00% | +4 | New |
| Delta Asset Management LLC | 103 | $169 | 0.00% | +103 | New |
| Rothschild Investment LLC | 5 | $200 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $200 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $201 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 6 | $241 | 0.00% | +6 | New |
| First Horizon Corp | 7 | $280 | 0.00% | +7 | New |
| Private Wealth Asset Management, LLC | 8 | $320 | 0.00% | −455−98.3% | Reduced |
| ROSS\JOHNSON & Associates LLC | 8 | $320 | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $321 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 9 | $360 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 10 | $400 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 10 | $400 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 10 | $400 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 10 | $401 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $440 | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 13 | $521 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 13 | $533 | 0.00% | +13 | New |
| Scarborough Advisors, LLC | 14 | $561 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $601 | 0.00% | +4+36.4% | Added |
| Richardson Capital Management LLC | 16 | $641 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 16 | $641 | 0.00% | +16 | New |
| Bruce G. Allen Investments, LLC | 18 | $721 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $721 | 0.00% | +8+80.0% | Added |
| Bay Harbor Wealth Management, LLC | 19 | $760 | 0.00% | +8+72.7% | Added |
| True Wealth Design, LLC | 21 | $841 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $841 | 0.00% | +8+61.5% | Added |
| Capital Advisors, Ltd. LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 41 | $1.00K | 0.00% | +41 | New |
| Bessemer Group Inc | 31 | $1.00K | 0.00% | +31 | New |
| Cloud Capital Management, LLC | 45 | $1.00K | 0.00% | +45 | New |
| Hughes Financial Services, LLC | 26 | $1.12K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 28 | $1.12K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $1.13K | 0.00% | −1,186−97.5% | Reduced |
| IMG Wealth Management, Inc. | 30 | $1.20K | 0.00% | +30 | New |
| South State Corp. | 30 | $1.20K | 0.00% | −105−77.8% | Reduced |
| Ronald Blue Trust, Inc. | 33 | $1.32K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 41 | $1.64K | 0.00% | +41 | New |
| Cromwell Holdings LLC | 43 | $1.72K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 44 | $1.76K | 0.00% | +14+46.7% | Added |
| First Pacific Financial | 46 | $1.84K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 46 | $1.84K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 47 | $1.88K | 0.00% | +47 | New |
| Spire Wealth Management | 47 | $1.89K | 0.00% | +12+34.3% | Added |
| Wealthspire Advisors, LLC | 48 | $1.92K | 0.00% | +48 | New |
| Archer Investment Corp | 49 | $1.96K | 0.00% | −500−91.1% | Reduced |
| Fairscale Capital, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 51 | $2.03K | 0.07% | +24+88.9% | Added |
| CVA Family Office, LLC | 51 | $2.04K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 53 | $2.12K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 58 | $2.32K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 58 | $2.32K | 0.00% | +58 | New |
| Fourth Dimension Wealth, LLC | 64 | $2.56K | 0.00% | −14−17.9% | Reduced |
| Bogart Wealth, LLC | 67 | $2.68K | 0.00% | +15+28.8% | Added |
| North Star Investment Management Corp. | 70 | $2.80K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 80 | $3.20K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 83 | $3.32K | 0.00% | +83 | New |
| MV Capital Management, Inc. | 85 | $3.40K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $3.40K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 91 | $3.64K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 94 | $3.76K | 0.00% | +45+91.8% | Added |
| Montag A & Associates Inc | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 107 | $4.28K | 0.00% | +107 | New |
| Copia Wealth Management | 110 | $4.40K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 114 | $4.57K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 60 | $4.58K | 0.04% | −87−59.2% | Reduced |
| ORG Partners LLC | 115 | $4.60K | 0.00% | +50+76.9% | Added |
| Activest Wealth Management | 115 | $4.61K | 0.00% | +114+11,400.0% | Added |
| Missouri Trust & Investment Co | 120 | $4.80K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 121 | $4.84K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 123 | $4.92K | 0.00% | +25+25.5% | Added |
| Tower Research Capital LLC (TRC) | 125 | $5.00K | 0.00% | −7,933−98.4% | Reduced |
| Fortitude Family Office, LLC | 149 | $5.97K | 0.00% | +26+21.1% | Added |
| Avion Wealth | 160 | $6.00K | 0.00% | +17+11.9% | Added |
| Strategic Advocates LLC | 166 | $6.65K | 0.00% | +166 | New |
| Sachetta, LLC | 186 | $7.45K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 195 | $7.81K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 208 | $8.00K | 0.00% | +71+51.8% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 200 | $8.00K | 0.00% | +200 | New |
| DHJJ Financial Advisors, Ltd. | 200 | $8.01K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 212 | $8.49K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 217 | $8.69K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 219 | $8.77K | 0.00% | +2+0.9% | Added |
| Accent Capital Management, LLC | 235 | $9.41K | 0.00% | +235 | New |
| Game Plan Financial Advisors, LLC | 250 | $10.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 270 | $10.2K | 0.00% | +270 | New |
| Hemington Wealth Management | 316 | $12.0K | 0.00% | +104+49.1% | Added |
| Private Wealth Management Group, LLC | 312 | $12.5K | 0.00% | 00.0% | Unchanged |
| Raelipskie Partnership | 325 | $13.0K | 0.01% | 00.0% | Unchanged |