| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | −157−98.7% | Reduced |
| Colonial Trust Advisors | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 1 | $28 | 0.00% | −468−99.8% | Reduced |
| Plante Moran Financial Advisors, LLC | 1 | $28 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $29 | 0.00% | −37−97.4% | Reduced |
| Global Wealth Strategies & Associates | 5 | $141 | 0.00% | +5 | New |
| High Note Wealth, LLC | 9 | $253 | 0.00% | −4−30.8% | Reduced |
| American Capital Advisory, LLC | 9 | $254 | 0.00% | −31−77.5% | Reduced |
| NorthAvenue LLC | 9 | $254 | 0.00% | +9 | New |
| Davis Capital Management | 10 | $281 | 0.00% | +2+25.0% | Added |
| NVWM, LLC | 10 | $281 | 0.00% | +10 | New |
| United Community Bank | 11 | $309 | 0.00% | −18−62.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 12 | $333 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 12 | $343 | 0.00% | +12 | New |
| Hughes Financial Services, LLC | 13 | $366 | 0.00% | −9−40.9% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 17 | $475 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 17 | $478 | 0.00% | −92−84.4% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 20 | $562 | 0.00% | +20 | New |
| Financial Management Professionals, Inc. | 21 | $600 | 0.00% | −33−61.1% | Reduced |
| Investors Portfolio Services LLC | 22 | $618 | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 24 | $675 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 25 | $703 | 0.00% | −720−96.6% | Reduced |
| Aspect Partners, LLC | 25 | $703 | 0.00% | +17+212.5% | Added |
| Financial Consulate, Inc | 25 | $703 | 0.00% | +25 | New |
| Crewe Advisors LLC | 27 | $760 | 0.00% | +27 | New |
| Retirement Wealth Solutions LLC | 28 | $788 | 0.00% | −11−28.2% | Reduced |
| Millstone Evans Group, LLC | 32 | $900 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 34 | $956 | 0.00% | +34 | New |
| Signature Resources Capital Management, LLC | 36 | $1.01K | 0.00% | +36 | New |
| Principia Wealth Advisory, LLC | 38 | $1.07K | 0.00% | −30−44.1% | Reduced |
| Kilter Group LLC | 39 | $1.10K | 0.00% | −31−44.3% | Reduced |
| 1015 Capital Partners, LLC | 41 | $1.15K | 0.00% | +41 | New |
| J.Safra Asset Management Corp | 45 | $1.26K | 0.00% | +45 | New |
| Fideuram Asset Management (Ireland) dac | 46 | $1.30K | 0.00% | +46 | New |
| CBIZ Investment Advisory Services, LLC | 51 | $1.43K | 0.00% | −144−73.8% | Reduced |
| Central Trust Co | 56 | $1.57K | 0.00% | −144−72.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 56 | $1.61K | 0.00% | −3,383−98.4% | Reduced |
| Wilkerson Advisory Group LLC | 58 | $1.63K | 0.00% | +58 | New |
| Signature Equity Partners, LLC | 59 | $1.66K | 0.00% | +59 | New |
| Key Financial Inc | 60 | $1.69K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 65 | $1.83K | 0.00% | +35+116.7% | Added |
| Strategic Wealth Partners, Ltd. | 65 | $1.83K | 0.00% | +65 | New |
| First Command Advisory Services, Inc. | 67 | $1.88K | 0.00% | +67 | New |
| South State Corp. | 67 | $1.89K | 0.00% | +1+1.5% | Added |
| Tidemark, LLC | 76 | $2.14K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 81 | $2.29K | 0.00% | +81 | New |
| Investors Research Corp | 84 | $2.36K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 64 | $2.37K | 0.00% | −3,563−98.2% | Reduced |
| IMG Wealth Management, Inc. | 85 | $2.39K | 0.00% | +85 | New |
| Dogwood Wealth Management LLC | 90 | $2.53K | 0.00% | −255−73.9% | Reduced |
| Highline Wealth Partners LLC | 92 | $2.60K | 0.00% | −25−21.4% | Reduced |
| Bellevue Asset Management, LLC | 100 | $2.81K | 0.00% | +50+100.0% | Added |
| Fortitude Family Office, LLC | 101 | $2.84K | 0.00% | −1−1.0% | Reduced |
| Atlas Capital Advisors LLC | 101 | $2.84K | 0.00% | +101 | New |
| Holos Integrated Wealth LLC | 104 | $2.93K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 107 | $3.01K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 108 | $3.04K | 0.00% | −43−28.5% | Reduced |
| Keating Financial Advisory Services, Inc. | 108 | $3.04K | 0.00% | +108 | New |
| Concord Wealth Partners | 111 | $3.12K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 114 | $3.21K | 0.00% | −102−47.2% | Reduced |
| Hilton Head Capital Partners, LLC | 119 | $3.35K | 0.00% | +119 | New |
| Red Tortoise LLC | 121 | $3.40K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 122 | $3.44K | 0.00% | +36+41.9% | Added |
| Eastern Bank | 125 | $3.52K | 0.00% | −434−77.6% | Reduced |
| Delta Asset Management LLC | 125 | $3.52K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 127 | $3.58K | 0.00% | −255−66.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 148 | $4.19K | 0.00% | +104+236.4% | Added |
| Cornerstone Financial Management LLC | 151 | $4.25K | 0.00% | +151 | New |
| Sunrise Financial Services, LLC | 159 | $4.47K | 0.00% | +159 | New |
| True Wealth Design, LLC | 165 | $4.64K | 0.00% | −248−60.0% | Reduced |
| Abound Wealth Management | 171 | $4.81K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 187 | $5.00K | 0.00% | −138−42.5% | Reduced |
| Avion Wealth | 193 | $5.00K | 0.00% | −4−2.0% | Reduced |
| Prestige Wealth Management Group LLC | 183 | $5.15K | 0.00% | −14,671−98.8% | Reduced |
| Cornerstone Planning Group LLC | 189 | $5.28K | 0.00% | +168+800.0% | Added |
| Alerus Financial NA | 192 | $5.40K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 193 | $5.43K | 0.00% | +193 | New |
| Manning & Napier Advisors LLC | 193 | $5.47K | 0.00% | +193 | New |
| Oakworth Capital, Inc. | 199 | $5.60K | 0.00% | +199 | New |
| New Millennium Group LLC | 200 | $5.62K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $5.62K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 215 | $6.00K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 212 | $6.06K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 222 | $6.24K | 0.00% | +222 | New |
| Costello Asset Management, INC | 226 | $6.37K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 230 | $6.47K | 0.00% | +1+0.4% | Added |
| AdvisorNet Financial, Inc | 242 | $6.80K | 0.00% | −189−43.9% | Reduced |
| Gleason Group, Inc. | 250 | $7.03K | 0.00% | +4+1.6% | Added |
| Kemnay Advisory Services Inc. | 266 | $7.48K | 0.00% | +266 | New |
| Vermillion & White Wealth Management Group, LLC | 281 | $7.90K | 0.00% | +281 | New |
| MCF Advisors LLC | 273 | $8.04K | 0.00% | −162−37.2% | Reduced |
| MV Capital Management, Inc. | 293 | $8.24K | 0.00% | −53−15.3% | Reduced |
| Glen Eagle Advisors, LLC | 300 | $8.44K | 0.00% | +300 | New |
| Private Wealth Management Group, LLC | 328 | $9.22K | 0.00% | +7+2.2% | Added |
| Root Financial Partners, LLC | 328 | $9.23K | 0.00% | −373−53.2% | Reduced |
| Lloyd Advisory Services, LLC. | 330 | $9.28K | 0.00% | +330 | New |
| Wealth Enhancement Trust Services, Inc. | 332 | $9.34K | 0.00% | +332 | New |
| Payden & Rygel | 360 | $10.0K | 0.00% | −6,000−94.3% | Reduced |
| Cape Investment Advisory, Inc. | 359 | $10.1K | 0.00% | +356+11,866.7% | Added |
| Sachetta, LLC | 374 | $10.5K | 0.01% | 00.0% | Unchanged |
