| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 1 | $0 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 1 | $171 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $171 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 1 | $171 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1 | $171 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 1 | $171 | 0.00% | +1 | New |
| Synergy Investment Management, LLC | 1 | $171 | 0.00% | +1 | New |
| MidFirst Bank | 1 | $171 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $343 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $343 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 2 | $343 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $343 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $343 | 0.00% | +2 | New |
| Portus Wealth Advisors, LLC | 2 | $343 | 0.00% | +2 | New |
| Advocate Investing Services LLC | 3 | $514 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $514 | 0.00% | +2+200.0% | Added |
| Cornerstone Financial Management LLC | 3 | $514 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 3 | $515 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $515 | 0.00% | +1+50.0% | Added |
| Dunhill Financial, LLC | 3 | $608 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 4 | $686 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $686 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $686 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 4 | $686 | 0.00% | +4 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 5 | $857 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $857 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 5 | $864 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7 | $1.00K | 0.00% | −1−12.5% | Reduced |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Phillip James Consulting Co. | 2 | $1.00K | 0.00% | +2 | New |
| Creative Financial Designs Inc | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.03K | 0.00% | +2+50.0% | Added |
| Vermillion Wealth Management, Inc. | 6 | $1.03K | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 7 | $1.20K | 0.00% | +4+133.3% | Added |
| Retirement Wealth Solutions LLC | 7 | $1.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 8 | $1.37K | 0.00% | +3+60.0% | Added |
| NVWM, LLC | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $1.71K | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 10 | $1.72K | 0.00% | +10 | New |
| Clear Street Markets LLC | 11 | $1.89K | 0.00% | −88−88.9% | Reduced |
| Raleigh Capital Management Inc. | 11 | $1.89K | 0.00% | −11−50.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 11 | $1.89K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 11 | $1.89K | 0.00% | +11 | New |
| JPL Wealth Management, LLC | 11 | $1.89K | 0.00% | +11 | New |
| Coston, McIsaac & Partners | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 12 | $2.06K | 0.00% | +4+50.0% | Added |
| Clayton Financial Group LLC | 12 | $2.06K | 0.00% | +5+71.4% | Added |
| Park Square Financial Group, LLC | 12 | $2.06K | 0.02% | +12 | New |
| St Germain D J Co Inc | 14 | $2.40K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 14 | $2.40K | 0.00% | 00.0% | Unchanged |
| City State Bank | 14 | $2.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $2.74K | 0.00% | +11+220.0% | Added |
| Wolff Wiese Magana LLC | 16 | $2.74K | 0.00% | +16 | New |
| Rossby Financial, LCC | 16 | $2.76K | 0.00% | +15+1,500.0% | Added |
| Anfield Capital Management, LLC | 17 | $2.91K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 17 | $2.91K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $2.91K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 17 | $2.92K | 0.00% | +17 | New |
| Harvest Fund Management Co., Ltd | 17 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 18 | $3.09K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 18 | $3.09K | 0.00% | +18 | New |
| Strategic Wealth Partners, Ltd. | 20 | $3.43K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 20 | $3.43K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $3.60K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 21 | $3.60K | 0.00% | +7+50.0% | Added |
| Fortitude Family Office, LLC | 22 | $3.77K | 0.00% | +19+633.3% | Added |
| Bruce G. Allen Investments, LLC | 24 | $4.11K | 0.00% | −1−4.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 24 | $4.11K | 0.00% | +24 | New |
| Cornerstone Planning Group LLC | 26 | $4.39K | 0.00% | +13+100.0% | Added |
| Barrett & Company, Inc. | 26 | $4.46K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 28 | $4.80K | 0.00% | −5−15.2% | Reduced |
| Signature Equity Partners, LLC | 28 | $4.80K | 0.00% | +25+833.3% | Added |
| Kilter Group LLC | 28 | $4.80K | 0.00% | −4−12.5% | Reduced |
| UMA Financial Services, Inc. | 28 | $4.80K | 0.00% | +11+64.7% | Added |
| Sachetta, LLC | 29 | $4.97K | 0.00% | +14+93.3% | Added |
| Banque Transatlantique SA | 29 | $5.01K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 30 | $5.14K | 0.00% | +6+25.0% | Added |
| LRI Investments, LLC | 30 | $5.14K | 0.00% | +30 | New |
| Meramec Financial Planners, LLC | 27 | $5.17K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 31 | $5.23K | 0.00% | +8+34.8% | Added |
| Spire Wealth Management | 32 | $5.49K | 0.00% | −28−46.7% | Reduced |
| Richardson Financial Services Inc. | 32 | $5.49K | 0.00% | +32 | New |
| DT Investment Partners, LLC | 34 | $5.83K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 35 | $6.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $6.00K | 0.00% | +2+6.1% | Added |
| Keating Financial Advisory Services, Inc. | 36 | $6.17K | 0.00% | +20+125.0% | Added |
| Basepoint Wealth LLC | 36 | $6.17K | 0.00% | +36 | New |
| MV Capital Management, Inc. | 37 | $6.34K | 0.00% | +1+2.8% | Added |
| Burk Holdings LLC | 39 | $6.69K | 0.00% | +39 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 40 | $6.86K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 40 | $6.88K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 41 | $7.03K | 0.00% | +41 | New |
| NBC Securities, Inc. | 42 | $7.20K | 0.00% | −4−8.7% | Reduced |