| Principia Wealth Advisory, LLC | 1 | $611 | 0.00% | −1−50.0% | Reduced |
| Tower Research Capital LLC (TRC) | 1 | $614 | 0.00% | −5,016−100.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $626 | 0.00% | +1 | New |
| Caitong International Asset Management Co., Ltd | 1 | $627 | 0.00% | −79−98.8% | Reduced |
| NVWM, LLC | 1 | $627 | 0.00% | −2−66.7% | Reduced |
| West Branch Capital LLC | 1 | $627 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 1 | $627 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1 | $627 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $627 | 0.00% | +1 | New |
| Eq Wealth Advisors, LLC | 1 | $627 | 0.00% | +1 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 1 | $629 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 1 | $635 | 0.00% | +1 | New |
| Stonebridge Financial Group, LLC | 1 | $684 | 0.00% | +1 | Added |
| Navigoe, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $1.07K | 0.00% | +1+100.0% | Added |
| Winnow Wealth LLC | 2 | $1.20K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 2 | $1.25K | 0.00% | +1+100.0% | Added |
| West Paces Advisors Inc. | 2 | $1.25K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $1.25K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 2 | $1.25K | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $1.25K | 0.00% | +2 | New |
| Carolinas Wealth Consulting LLC | 3 | $1.88K | 0.00% | −3−50.0% | Reduced |
| Barrett & Company, Inc. | 3 | $1.88K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 3 | $1.88K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 3 | $1.88K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 13 | $1.88K | 0.00% | +10+333.3% | Added |
| Activest Wealth Management | 3 | $1.88K | 0.00% | +2+200.0% | Added |
| First Command Advisory Services, Inc. | 3 | $1.88K | 0.00% | +3 | New |
| DAGCO, Inc. | 3 | $1.88K | 0.00% | +3 | New |
| CBIZ Investment Advisory Services, LLC | 3 | $1.88K | 0.00% | +3 | New |
| Kestra Investment Management, LLC | 3 | $1.88K | 0.00% | −45−93.8% | Reduced |
| Wood Tarver Financial Group, LLC | 3 | $1.88K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $1.89K | 0.00% | −6−66.7% | Reduced |
| PayPay Securities Corp | 3 | $2.30K | 0.13% | −1−25.0% | Reduced |
| North Star Investment Management Corp. | 4 | $2.51K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 4 | $2.51K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 4 | $2.51K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 4 | $2.51K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 4 | $2.51K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 4 | $2.51K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 4 | $2.51K | 0.00% | +4 | New |
| Halbert Hargrove Global Advisors, LLC | 4 | $2.62K | 0.00% | +4 | New |
| Sound Income Strategies, LLC | 5 | $3.13K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $3.13K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $3.13K | 0.00% | +2+66.7% | Added |
| Garde Capital, Inc. | 5 | $3.13K | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 5 | $3.16K | 0.00% | +5 | New |
| Quarry LP | 6 | $3.76K | 0.00% | −70−92.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6 | $3.76K | 0.00% | +6 | New |
| Greenline Partners, LLC | 6 | $3.76K | 0.00% | +6 | New |
| Glen Eagle Advisors, LLC | 6 | $3.76K | 0.00% | +6 | New |
| Addison Advisors LLC | 6 | $3.76K | 0.00% | −18−75.0% | Reduced |
| WealthTrak Capital Management LLC | 6 | $3.76K | 0.00% | +3+100.0% | Added |
| Capital A Wealth Management, LLC | 7 | $4.39K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $4.39K | 0.00% | +1+16.7% | Added |
| Sachetta, LLC | 7 | $4.39K | 0.00% | +2+40.0% | Added |
| True Wealth Design, LLC | 7 | $4.41K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 8 | $5.01K | 0.00% | −70−89.7% | Reduced |
| TFC Financial Management | 8 | $5.01K | 0.00% | +1+14.3% | Added |
| Global Financial Private Client, LLC | 8 | $5.01K | 0.00% | +5+166.7% | Added |
| Financial Management Professionals, Inc. | 9 | $5.64K | 0.00% | −3−25.0% | Reduced |
| Pineridge Advisors LLC | 9 | $5.65K | 0.00% | +4+80.0% | Added |
| Cornerstone Planning Group LLC | 10 | $5.89K | 0.00% | +3+42.9% | Added |
| Cheviot Value Management, LLC | 9 | $5.92K | 0.00% | +9 | New |
| Security National Bank | 10 | $6.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $6.89K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $6.89K | 0.00% | +11 | New |
| Avion Wealth | 10 | $7.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 7,488 | $7.49K | 0.00% | +7,488 | New |
| Strategic Investment Solutions, Inc. | 12 | $7.52K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $7.52K | 0.00% | +12 | New |
| LRI Investments, LLC | 12 | $7.52K | 0.00% | +12 | New |
| Frazier Financial Advisors, LLC | 12 | $7.52K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $8.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 13 | $8.15K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 13 | $8.15K | 0.01% | +1+8.3% | Added |
| Cullen/Frost Bankers, Inc. | 13 | $8.16K | 0.00% | −5−27.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $8.77K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 14 | $8.77K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 17 | $10.0K | 0.00% | +17 | New |
| Contravisory Investment Management, Inc. | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 17 | $10.9K | 0.00% | −2−10.5% | Reduced |
| TSFG, LLC | 18 | $11.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 18 | $11.3K | 0.00% | −122−87.1% | Reduced |
| Raffa Wealth Management, LLC | 18 | $11.3K | 0.00% | −2−10.0% | Reduced |
| Continuum Advisory, LLC | 18 | $11.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 18 | $11.3K | 0.00% | +18 | New |
| AdvisorNet Financial, Inc | 19 | $11.9K | 0.00% | +14+280.0% | Added |
| Cherry Tree Wealth Management, LLC | 21 | $13.2K | 0.00% | −3−12.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 21 | $13.2K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 21 | $13.2K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 21 | $13.2K | 0.00% | +19+950.0% | Added |
| Private Wealth Asset Management, LLC | 21 | $13.2K | 0.00% | +21 | New |
| Transce3nd, LLC | 22 | $13.8K | 0.01% | 00.0% | Unchanged |
| Baillie Gifford & Co | 22 | $13.8K | 0.00% | +22 | New |
| Blue Bell Private Wealth Management, LLC | 22 | $13.8K | 0.00% | +22 | New |
| Hurley Capital, LLC | 24 | $14.8K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 24 | $15.0K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 24 | $15.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 25 | $15.7K | 0.01% | +17+212.5% | Added |