| Ogorek Anthony Joseph | 21 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 14 | $0 | 0.00% | +14 | New |
| AdvisorNet Financial, Inc | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Montgomery Financial Services LLC | 1 | $29 | 0.00% | +1 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | $57 | 0.00% | −137−98.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 2 | $57 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $58 | 0.00% | +2 | New |
| Financial Gravity Companies, Inc. | 5 | $143 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 6 | $172 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $182 | 0.00% | +6 | New |
| First Horizon Corp | 7 | $200 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 7 | $200 | 0.00% | +7 | New |
| ROSS\JOHNSON & Associates LLC | 8 | $229 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $257 | 0.00% | +3+50.0% | Added |
| Hughes Financial Services, LLC | 9 | $257 | 0.00% | +5+125.0% | Added |
| SHP Wealth Management | 9 | $257 | 0.00% | +9 | New |
| C M Bidwell & Associates Ltd | 10 | $286 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $286 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 11 | $315 | 0.00% | +11 | New |
| McDonald Partners LLC | 12 | $343 | 0.00% | +12 | New |
| Vision Retirement, LLC | 13 | $372 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 15 | $429 | 0.00% | −135−90.0% | Reduced |
| LRI Investments, LLC | 15 | $429 | 0.00% | +15 | New |
| Daytona Street Capital LLC | 14 | $436 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 16 | $457 | 0.00% | −3,412−99.5% | Reduced |
| Bruce G. Allen Investments, LLC | 18 | $514 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $514 | 0.00% | +3+20.0% | Added |
| Cornerstone Financial Management LLC | 21 | $600 | 0.00% | +21 | New |
| Osbon Capital Management LLC | 22 | $628 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 22 | $629 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 22 | $629 | 0.00% | +10+83.3% | Added |
| Crewe Advisors LLC | 24 | $686 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 25 | $715 | 0.00% | +25 | New |
| Horizon Investments, LLC | 28 | $800 | 0.00% | −16−36.4% | Reduced |
| Compass Financial Management LLC | 28 | $800 | 0.00% | +28 | New |
| Rialto Wealth Management, LLC | 28 | $801 | 0.00% | +20+250.0% | Added |
| HFM Investment Advisors, LLC | 29 | $829 | 0.00% | +22+314.3% | Added |
| LifeSteps Financial, Inc. | 30 | $857 | 0.00% | +30 | New |
| TFC Financial Management | 30 | $858 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 33 | $943 | 0.04% | −13−28.3% | Reduced |
| West Financial Advisors, LLC | 34 | $972 | 0.00% | +34 | New |
| Bessemer Group Inc | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 36 | $1.03K | 0.00% | +6+20.0% | Added |
| Mosley Wealth Management | 40 | $1.14K | 0.00% | +40 | New |
| Salem Investment Counselors Inc | 40 | $1.14K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 41 | $1.17K | 0.00% | +41 | New |
| Transamerica Financial Advisors, Inc. | 43 | $1.23K | 0.00% | +18+72.0% | Added |
| TD Private Client Wealth LLC | 43 | $1.23K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 46 | $1.31K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 48 | $1.37K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 48 | $1.37K | 0.00% | +8+20.0% | Added |
| Rossby Financial, LCC | 48 | $1.37K | 0.00% | +20+71.4% | Added |
| Compagnie Lombard Odier SCmA | 50 | $1.43K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 50 | $1.43K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $1.43K | 0.00% | +50 | New |
| Highline Wealth Partners LLC | 52 | $1.49K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 53 | $1.51K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 54 | $1.54K | 0.00% | +54 | New |
| Bay Harbor Wealth Management, LLC | 57 | $1.63K | 0.00% | +14+32.6% | Added |
| NVWM, LLC | 58 | $1.66K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 61 | $1.74K | 0.00% | +61 | New |
| Fourth Dimension Wealth, LLC | 64 | $1.83K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 65 | $1.86K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 64 | $1.91K | 0.00% | +24+60.0% | Added |
| Capital Advisors, Ltd. LLC | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 75 | $2.14K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 77 | $2.20K | 0.00% | +23+42.6% | Added |
| Tounjian Advisory Partners, LLC | 77 | $2.20K | 0.00% | +77 | New |
| MV Capital Management, Inc. | 78 | $2.23K | 0.00% | +8+11.4% | Added |
| UMA Financial Services, Inc. | 78 | $2.23K | 0.00% | +78 | New |
| Marquette Asset Management, LLC | 83 | $2.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 85 | $2.43K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 87 | $2.49K | 0.00% | +21+31.8% | Added |
| Retirement Wealth Solutions LLC | 91 | $2.60K | 0.00% | +8+9.6% | Added |
| IFG Advisory, LLC | 96 | $2.74K | 0.00% | +96 | New |
| Tower Research Capital LLC (TRC) | 97 | $2.77K | 0.00% | −2,407−96.1% | Reduced |
| Atlantic Trust, LLC | 98 | $2.80K | 0.00% | +76+345.5% | Added |
| Danske Bank A/S | 100 | $2.86K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 100 | $2.86K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 100 | $2.86K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 101 | $2.89K | 0.00% | +101 | New |
| Strategic Advocates LLC | 104 | $2.97K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 121 | $3.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 107 | $3.06K | 0.00% | +107 | New |
| Cromwell Holdings LLC | 114 | $3.26K | 0.00% | +60+111.1% | Added |
| Ares Financial Consulting, LLC | 117 | $3.34K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 119 | $3.40K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 120 | $3.43K | 0.00% | +60+100.0% | Added |
| Ameriflex Group, Inc. | 120 | $3.43K | 0.00% | +114+1,900.0% | Added |
| Brown Brothers Harriman & Co | 121 | $3.46K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 137 | $3.92K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 128 | $4.00K | 0.00% | −21−14.1% | Reduced |
| Bogart Wealth, LLC | 140 | $4.00K | 0.00% | +82+141.4% | Added |
| Aberdeen Wealth Management LLC | 140 | $4.00K | 0.00% | +140 | New |
| Keating Financial Advisory Services, Inc. | 142 | $4.06K | 0.00% | +40+39.2% | Added |
| WPG Advisers, LLC | 151 | $4.32K | 0.00% | +150+15,000.0% | Added |
| Dogwood Wealth Management LLC | 162 | $4.63K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 193 | $5.52K | 0.00% | +193 | New |