| Avion Wealth | 8 | $0 | 0.00% | −3−27.3% | Reduced |
| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Blue Bell Private Wealth Management, LLC | 1 | $96 | 0.00% | −68−98.6% | Reduced |
| Gradient Investments LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 1 | $97 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 1 | $132 | 0.00% | +1 | New |
| Riggs Asset Managment Co. Inc. | 2 | $192 | 0.00% | +2 | New |
| True Wealth Design, LLC | 3 | $287 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $288 | 0.00% | +2+200.0% | Added |
| ClariVest Asset Management LLC | 3 | $289 | 0.00% | +3 | New |
| Continuum Advisory, LLC | 4 | $382 | 0.00% | +2+100.0% | Added |
| Transcendent Capital Group LLC | 4 | $382 | 0.00% | +4 | New |
| Bokf, NA | 5 | $478 | 0.00% | −13−72.2% | Reduced |
| Richardson Financial Services Inc. | 6 | $573 | 0.00% | −4−40.0% | Reduced |
| SJS Investment Consulting Inc. | 6 | $574 | 0.00% | −2−25.0% | Reduced |
| Tradewinds Capital Management, LLC | 6 | $574 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $578 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $582 | 0.00% | −4−40.0% | Reduced |
| Hexagon Capital Partners LLC | 7 | $669 | 0.00% | −10−58.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $669 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7 | $672 | 0.00% | +7 | New |
| RFP Financial Group LLC | 8 | $764 | 0.00% | +3+60.0% | Added |
| JJJ Advisors Inc. | 8 | $765 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $765 | 0.00% | +8 | New |
| TFC Financial Management | 9 | $860 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 9 | $864 | 0.00% | −94−91.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $955 | 0.00% | −437−97.8% | Reduced |
| Bray Capital Advisors | 10 | $955 | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 10 | $955 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $965 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 11 | $1.06K | 0.00% | +11 | New |
| Cullen/Frost Bankers, Inc. | 12 | $1.15K | 0.00% | −49−80.3% | Reduced |
| Oakworth Capital, Inc. | 12 | $1.15K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 12 | $1.15K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 13 | $1.24K | 0.00% | −175−93.1% | Reduced |
| Atlantic Trust, LLC | 13 | $1.24K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 14 | $1.37K | 0.00% | −36−72.0% | Reduced |
| Signature Resources Capital Management, LLC | 15 | $1.43K | 0.00% | −1,780−99.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 18 | $1.72K | 0.00% | −215−92.3% | Reduced |
| Quarry LP | 18 | $1.72K | 0.00% | +18 | New |
| MCF Advisors LLC | 18 | $1.72K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $1.91K | 0.00% | +20 | New |
| JFS Wealth Advisors, LLC | 20 | $1.91K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 20 | $1.93K | 0.00% | −204−91.1% | Reduced |
| Financial Management Professionals, Inc. | 18 | $2.00K | 0.00% | −304−94.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 25 | $2.39K | 0.00% | −25−50.0% | Reduced |
| Laurel Wealth Advisors LLC | 25 | $2.39K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 26 | $2.48K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $2.58K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 27 | $2.66K | 0.00% | −305−91.9% | Reduced |
| IAG Wealth Partners, LLC | 28 | $2.67K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 29 | $2.77K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 29 | $2.77K | 0.00% | +26+866.7% | Added |
| First Command Advisory Services, Inc. | 29 | $2.77K | 0.00% | +29 | New |
| Ruedi Wealth Management, Inc. | 29 | $2.77K | 0.00% | +29 | New |
| Hazlett, Burt & Watson, Inc. | 30 | $3.00K | 0.00% | −28−48.3% | Reduced |
| Coston, McIsaac & Partners | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 33 | $3.15K | 0.00% | +33 | New |
| Prestige Wealth Management Group LLC | 33 | $3.17K | 0.00% | +11+50.0% | Added |
| FinTrust Capital Advisors, LLC | 35 | $3.34K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 35 | $3.34K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 37 | $3.53K | 0.00% | +37 | New |
| CBIZ Investment Advisory Services, LLC | 37 | $3.55K | 0.00% | +37 | New |
| Princeton Global Asset Management LLC | 41 | $3.90K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 47 | $4.70K | 0.00% | +17+56.7% | Added |
| Godsey & Gibb Associates | 50 | $4.78K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 50 | $4.78K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 50 | $4.78K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 51 | $4.86K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 53 | $5.00K | 0.00% | −1−1.9% | Reduced |
| Cornerstone Planning Group LLC | 68 | $5.68K | 0.00% | +14+25.9% | Added |
| GW&K Investment Management, LLC | 64 | $6.00K | 0.00% | +12+23.1% | Added |
| Vermillion & White Wealth Management Group, LLC | 65 | $6.21K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 65 | $6.21K | 0.00% | −18,236−99.6% | Reduced |
| First Horizon Advisors, Inc. | 69 | $6.59K | 0.00% | −5−6.8% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 70 | $6.69K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 72 | $6.84K | 0.00% | −9−11.1% | Reduced |
| Robinswood Financial LLC | 72 | $6.88K | 0.00% | +70+3,500.0% | Added |
| SRS Capital Advisors, Inc. | 73 | $6.97K | 0.00% | −272−78.8% | Reduced |
| Meeder Asset Management Inc | 73 | $6.97K | 0.00% | +73 | New |
| Register Financial Advisors LLC | 75 | $7.16K | 0.00% | +75 | New |
| Pittenger & Anderson Inc | 83 | $7.93K | 0.00% | +83 | New |
| Valley National Advisers Inc | 91 | $8.00K | 0.00% | −35−27.8% | Reduced |
| Opal Wealth Advisors, LLC | 87 | $8.31K | 0.00% | +87 | New |
| Raleigh Capital Management Inc. | 91 | $8.68K | 0.00% | +63+225.0% | Added |
| Family Firm, Inc. | 91 | $8.70K | 0.00% | +91 | New |
| Delta Asset Management LLC | 93 | $8.88K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 93 | $8.92K | 0.00% | −46−33.1% | Reduced |
| Smartleaf Asset Management LLC | 95 | $9.14K | 0.00% | +34+55.7% | Added |
| Salomon & Ludwin, LLC | 100 | $9.55K | 0.00% | −1,500−93.8% | Reduced |
| Colonial Trust Advisors | 100 | $9.55K | 0.00% | −4−3.8% | Reduced |
| Key Financial Inc | 100 | $9.55K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $9.55K | 0.00% | +100 | New |