| Navigoe, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $179 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $179 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $179 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $179 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $179 | 0.00% | +1 | New |
| Napier Financial, LLC | 1 | $179 | 0.00% | +1 | New |
| AdvisorNet Financial, Inc | 2 | $358 | 0.00% | −1−33.3% | Reduced |
| DecisionPoint Financial, LLC | 2 | $358 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $358 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 2 | $358 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 2 | $358 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $358 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $358 | 0.00% | +2 | New |
| Addison Advisors LLC | 2 | $358 | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 2 | $358 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $358 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $537 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $566 | 0.00% | −1−25.0% | Reduced |
| Clearstead Advisors, LLC | 4 | $716 | 0.00% | −24−85.7% | Reduced |
| SHP Wealth Management | 4 | $716 | 0.00% | −2−33.3% | Reduced |
| HFM Investment Advisors, LLC | 4 | $716 | 0.00% | −1−20.0% | Reduced |
| 1015 Capital Partners, LLC | 4 | $716 | 0.00% | −1−20.0% | Reduced |
| TFC Financial Management | 4 | $716 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $716 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $716 | 0.00% | +3+300.0% | Added |
| Vermillion Wealth Management, Inc. | 4 | $716 | 0.00% | +4 | New |
| MidFirst Bank | 4 | $716 | 0.00% | +4 | New |
| CoreCap Advisors, LLC | 4 | $788 | 0.00% | −5−55.6% | Reduced |
| Sound Income Strategies, LLC | 5 | $890 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 5 | $895 | 0.00% | −1,635−99.7% | Reduced |
| South State Corp. | 5 | $895 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $901 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 6 | $1.07K | 0.00% | −2−25.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 6 | $1.07K | 0.00% | −38−86.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $1.25K | 0.00% | −70−90.9% | Reduced |
| Bare Financial Services, Inc | 8 | $1.43K | 0.00% | +3+60.0% | Added |
| Intentional Wealth Strategies, LLC | 8 | $1.43K | 0.00% | +8 | New |
| Clear Street Markets LLC | 9 | $1.61K | 0.00% | −72−88.9% | Reduced |
| Manchester Capital Management LLC | 9 | $1.61K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 9 | $1.61K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 10 | $1.79K | 0.00% | −214−95.5% | Reduced |
| Park Square Financial Group, LLC | 10 | $1.79K | 0.01% | −29−74.4% | Reduced |
| Clayton Financial Group LLC | 10 | $1.79K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.79K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $1.79K | 0.00% | +3+42.9% | Added |
| TD Private Client Wealth LLC | 11 | $1.97K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 11 | $1.97K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $2.15K | 0.00% | +2+20.0% | Added |
| Marquette Asset Management, LLC | 12 | $2.15K | 0.00% | +7+140.0% | Added |
| Valued Wealth Advisors LLC | 12 | $2.15K | 0.00% | +12 | New |
| Raleigh Capital Management Inc. | 13 | $2.33K | 0.00% | +13 | New |
| Bartlett & Co. Wealth Management LLC | 15 | $2.49K | 0.00% | +1+7.1% | Added |
| Truvestments Capital LLC | 14 | $2.51K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $3.00K | 0.00% | −4−15.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 17 | $3.04K | 0.00% | +1+6.3% | Added |
| Operose Advisors LLC | 18 | $3.22K | 0.00% | +18 | New |
| JPL Wealth Management, LLC | 18 | $3.22K | 0.00% | +18 | New |
| IMA Wealth, Inc. | 19 | $3.40K | 0.00% | −2−9.5% | Reduced |
| Torren Management, LLC | 19 | $3.42K | 0.00% | −296−94.0% | Reduced |
| Financial Consulate, Inc | 20 | $3.58K | 0.00% | +12+150.0% | Added |
| Private Wealth Management Group, LLC | 21 | $3.76K | 0.00% | −1−4.5% | Reduced |
| Investors Research Corp | 23 | $4.12K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 23 | $4.12K | 0.00% | +23 | New |
| Richardson Financial Services Inc. | 26 | $4.65K | 0.00% | −30−53.6% | Reduced |
| GW&K Investment Management, LLC | 29 | $5.00K | 0.00% | +5+20.8% | Added |
| Twin Peaks Wealth Advisors, LLC | 28 | $5.01K | 0.00% | +28 | New |
| International Assets Investment Management, LLC | 30 | $5.34K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 30 | $5.37K | 0.00% | +4+15.4% | Added |
| Strengthening Families & Communities, LLC | 30 | $5.38K | 0.00% | +30 | New |
| Armstrong Advisory Group, Inc | 31 | $5.55K | 0.00% | −7−18.4% | Reduced |
| ZRC Wealth Management, LLC | 32 | $5.73K | 0.00% | +7+28.0% | Added |
| Golden State Wealth Management, LLC | 32 | $5.74K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $6.26K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 35 | $6.26K | 0.00% | +9+34.6% | Added |
| Golden State Equity Partners | 36 | $6.44K | 0.00% | +36 | New |
| Keating Financial Advisory Services, Inc. | 41 | $7.34K | 0.00% | +6+17.1% | Added |
| Atlantic Trust, LLC | 42 | $7.52K | 0.00% | +12+40.0% | Added |
| WPG Advisers, LLC | 44 | $7.88K | 0.01% | +3+7.3% | Added |
| Capital Advisors, Ltd. LLC | 47 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 47 | $8.41K | 0.00% | +19+67.9% | Added |
| Anchor Investment Management, LLC | 47 | $8.47K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $8.84K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 51 | $9.13K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 52 | $9.31K | 0.01% | +52 | New |
| Basecamp Wealth Advisors LLC | 54 | $9.66K | 0.00% | −3−5.3% | Reduced |
| Hughes Financial Services, LLC | 54 | $9.66K | 0.00% | +10+22.7% | Added |
| Signature Equity Partners, LLC | 54 | $9.69K | 0.01% | +27+100.0% | Added |
| Ronald Blue Trust, Inc. | 57 | $10.2K | 0.00% | +5+9.6% | Added |
| Salomon & Ludwin, LLC | 61 | $10.8K | 0.00% | +61 | New |
| MV Capital Management, Inc. | 63 | $11.3K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 66 | $11.8K | 0.01% | +66 | New |
| Fortitude Family Office, LLC | 67 | $12.0K | 0.00% | +22+48.9% | Added |
| Creative Financial Designs Inc | 69 | $12.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 74 | $13.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 77 | $13.8K | 0.00% | −63−45.0% | Reduced |
| Zions Bancorporation, National Association | 85 | $15.2K | 0.00% | +49+136.1% | Added |
| Raiffeisen Bank International AG | 85 | $15.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 89 | $15.9K | 0.00% | +5+6.0% | Added |
| Owl Creek Wealth Partners LLC | 90 | $16.1K | 0.01% | +90 | New |