| Avion Wealth | 4 | $0 | 0.00% | +1+33.3% | Added |
| Quest 10 Wealth Builders, Inc. | 1 | $133 | 0.00% | −57−98.3% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $156 | 0.00% | −2−66.7% | Reduced |
| Davis Capital Management | 1 | $156 | 0.00% | −1−50.0% | Reduced |
| Darwin Advisors, LLC | 1 | $156 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 1 | $156 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1 | $156 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1 | $156 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $312 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $312 | 0.00% | +2 | New |
| Tucker Asset Management LLC | 2 | $312 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $313 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $468 | 0.00% | −597−99.5% | Reduced |
| Fortitude Family Office, LLC | 3 | $468 | 0.00% | −18−85.7% | Reduced |
| Signature Equity Partners, LLC | 3 | $468 | 0.00% | +3 | New |
| Advocate Investing Services LLC | 3 | $468 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $469 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $541 | 0.00% | +1+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 4 | $625 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4 | $625 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $625 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $625 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 5 | $781 | 0.00% | −249−98.0% | Reduced |
| Key Financial Inc | 5 | $781 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $781 | 0.00% | +5 | New |
| Ares Financial Consulting, LLC | 5 | $781 | 0.00% | +5 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 5 | $818 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6 | $937 | 0.00% | −186−96.9% | Reduced |
| Creative Financial Designs Inc | 6 | $937 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 6 | $937 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 8 | $1.00K | 0.00% | +8 | New |
| Retirement Wealth Solutions LLC | 7 | $1.09K | 0.00% | +1+16.7% | Added |
| Clayton Financial Group LLC | 7 | $1.09K | 0.00% | +7 | New |
| Winnow Wealth LLC | 7 | $1.10K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 8 | $1.25K | 0.00% | −19−70.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 8 | $1.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.25K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 8 | $1.25K | 0.00% | +8 | New |
| SHP Wealth Management | 8 | $1.25K | 0.00% | +8 | New |
| Adirondack Trust Co | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 10 | $1.56K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 11 | $1.72K | 0.00% | −130−92.2% | Reduced |
| Cape Investment Advisory, Inc. | 12 | $1.87K | 0.00% | −20−62.5% | Reduced |
| IFC & Insurance Marketing, Inc. | 15 | $2.00K | 0.00% | +15 | New |
| Cornerstone Planning Group LLC | 13 | $2.14K | 0.00% | −98−88.3% | Reduced |
| St Germain D J Co Inc | 14 | $2.19K | 0.00% | 00.0% | Unchanged |
| City State Bank | 14 | $2.19K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14 | $2.19K | 0.00% | +10+250.0% | Added |
| ZRC Wealth Management, LLC | 14 | $2.19K | 0.00% | +14 | New |
| Howard Hughes Medical Institute | 15 | $2.34K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 15 | $2.34K | 0.00% | +15 | New |
| Sachetta, LLC | 15 | $2.34K | 0.00% | +15 | New |
| Keating Financial Advisory Services, Inc. | 16 | $2.50K | 0.00% | +16 | New |
| Anfield Capital Management, LLC | 17 | $2.65K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $2.65K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 17 | $2.65K | 0.00% | +11+183.3% | Added |
| Red Tortoise LLC | 17 | $2.65K | 0.00% | +17 | New |
| Torren Management, LLC | 17 | $2.65K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 18 | $2.81K | 0.00% | +4+28.6% | Added |
| Harvest Fund Management Co., Ltd | 17 | $3.00K | 0.00% | +17 | New |
| Rakuten Securities, Inc. | 20 | $3.12K | 0.00% | −279−93.3% | Reduced |
| Performa Ltd (US), LLC | 20 | $3.12K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 20 | $3.12K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 20 | $3.12K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $3.28K | 0.00% | +3+16.7% | Added |
| Raleigh Capital Management Inc. | 22 | $3.44K | 0.00% | −2,006−98.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 23 | $3.51K | 0.00% | +23 | New |
| CBIZ Investment Advisory Services, LLC | 23 | $3.59K | 0.00% | +23 | New |
| WPG Advisers, LLC | 24 | $3.75K | 0.00% | +8+50.0% | Added |
| Bruce G. Allen Investments, LLC | 25 | $3.90K | 0.00% | +11+78.6% | Added |
| Barrett & Company, Inc. | 26 | $4.06K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 29 | $4.53K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 30 | $4.68K | 0.00% | +5+20.0% | Added |
| Quattro Advisors LLC | 30 | $4.68K | 0.00% | +30 | New |
| Kilter Group LLC | 32 | $5.00K | 0.00% | +27+540.0% | Added |
| Capital Advisors, Ltd. LLC | 33 | $5.00K | 0.00% | −121−78.6% | Reduced |
| Meramec Financial Planners, LLC | 27 | $5.07K | 0.00% | +27 | New |
| Murphy & Mullick Capital Management Corp | 33 | $5.15K | 0.00% | −38−53.5% | Reduced |
| DT Investment Partners, LLC | 34 | $5.31K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 35 | $5.46K | 0.00% | +31+775.0% | Added |
| MPWM Advisory Solutions, LLC | 35 | $5.47K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 36 | $5.62K | 0.00% | +30+500.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 40 | $6.25K | 0.00% | −322−89.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 40 | $6.25K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 40 | $6.25K | 0.00% | +4+11.1% | Added |
| Fideuram Asset Management (Ireland) dac | 30 | $6.37K | 0.00% | +30 | New |
| Transamerica Financial Advisors, Inc. | 42 | $6.56K | 0.00% | +13+44.8% | Added |
| Versant Capital Management, Inc | 42 | $6.56K | 0.00% | +25+147.1% | Added |
| Midwest Capital Advisors, LLC | 44 | $6.87K | 0.00% | −50−53.2% | Reduced |
| Union Bancaire Privee, UBP SA | 45 | $7.12K | 0.00% | +45 | New |
| NBC Securities, Inc. | 46 | $7.18K | 0.00% | −709−93.9% | Reduced |
| Bogart Wealth, LLC | 47 | $7.34K | 0.00% | −3−6.0% | Reduced |
| Private Wealth Management Group, LLC | 47 | $7.34K | 0.00% | +47 | New |
| Farmers & Merchants Investments Inc | 48 | $7.50K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 50 | $7.81K | 0.00% | +48+2,400.0% | Added |
| Edmond de Rothschild Holding S.A. | 52 | $8.12K | 0.00% | −13−20.0% | Reduced |
| Manchester Capital Management LLC | 54 | $8.43K | 0.00% | +46+575.0% | Added |
| Pin Oak Investment Advisors Inc | 46 | $9.00K | 0.01% | 00.0% | Unchanged |