| Avion Wealth | 15 | $0 | 0.00% | +8+114.3% | Added |
| Stephens Consulting, LLC | 1 | $39 | 0.00% | +1 | New |
| Private Wealth Asset Management, LLC | 4 | $156 | 0.00% | −25−86.2% | Reduced |
| LGT Financial Advisors LLC | 4 | $156 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 5 | $186 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $223 | 0.00% | −4−40.0% | Reduced |
| DecisionPoint Financial, LLC | 6 | $242 | 0.00% | −394−98.5% | Reduced |
| Rakuten Securities, Inc. | 7 | $273 | 0.00% | −1−12.5% | Reduced |
| Tortoise Investment Management, LLC | 7 | $273 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 7 | $273 | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 8 | $312 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 8 | $312 | 0.00% | +8 | New |
| Bryn Mawr Trust Co | 10 | $390 | 0.00% | −7,736−99.9% | Reduced |
| Mountain Hill Investment Partners Corp. | 10 | $396 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 12 | $467 | 0.00% | +3+33.3% | Added |
| Financial Management Professionals, Inc. | 16 | $623 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 18 | $701 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $702 | 0.00% | −41−69.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 19 | $740 | 0.00% | +12+171.4% | Added |
| WealthTrak Capital Management LLC | 20 | $779 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 22 | $857 | 0.00% | +13+144.4% | Added |
| Principia Wealth Advisory, LLC | 23 | $896 | 0.00% | +13+130.0% | Added |
| Atlantic Trust, LLC | 24 | $935 | 0.00% | −284−92.2% | Reduced |
| Roble, Belko & Company, Inc | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 26 | $1.01K | 0.00% | +26 | New |
| GHP Investment Advisors, Inc. | 27 | $1.07K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 30 | $1.16K | 0.00% | +1+3.4% | Added |
| Caitong International Asset Management Co., Ltd | 30 | $1.17K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $1.17K | 0.00% | −29−49.2% | Reduced |
| Salem Investment Counselors Inc | 31 | $1.21K | 0.00% | −221−87.7% | Reduced |
| TD Private Client Wealth LLC | 33 | $1.28K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 35 | $1.36K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 35 | $1.36K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 35 | $1.36K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 40 | $1.56K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 44 | $1.71K | 0.00% | +40+1,000.0% | Added |
| Cromwell Holdings LLC | 46 | $1.79K | 0.00% | +24+109.1% | Added |
| Colonial Trust Co | 50 | $1.95K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 51 | $1.99K | 0.00% | −85−62.5% | Reduced |
| Cape Investment Advisory, Inc. | 55 | $2.15K | 0.00% | −500−90.1% | Reduced |
| Raffa Wealth Management, LLC | 60 | $2.34K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 61 | $2.37K | 0.00% | +1+1.7% | Added |
| True Wealth Design, LLC | 66 | $2.57K | 0.00% | −10−13.2% | Reduced |
| DHJJ Financial Advisors, Ltd. | 69 | $2.68K | 0.00% | −30−30.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 69 | $2.69K | 0.00% | +4+6.2% | Added |
| Coston, McIsaac & Partners | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 80 | $3.12K | 0.00% | 00.0% | Unchanged |
| Natixis | 80 | $3.12K | 0.00% | +80 | New |
| Bell Investment Advisors, Inc | 81 | $3.15K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 86 | $3.35K | 0.00% | +86 | New |
| McIlrath & Eck, LLC | 92 | $3.58K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 96 | $3.74K | 0.00% | +54+128.6% | Added |
| Raiffeisen Bank International AG | 99 | $3.86K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $3.90K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $3.90K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 101 | $3.93K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 104 | $4.05K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 109 | $4.25K | 0.00% | −6−5.2% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 113 | $4.40K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 117 | $4.56K | 0.00% | +6+5.4% | Added |
| GPS Wealth Strategies Group, LLC | 127 | $4.95K | 0.00% | +19+17.6% | Added |
| Ogorek Anthony Joseph | 129 | $5.00K | 0.00% | −65−33.5% | Reduced |
| Briaud Financial Planning, Inc | 150 | $5.00K | 0.00% | +150 | New |
| NewSquare Capital LLC | 129 | $5.03K | 0.00% | −118−47.8% | Reduced |
| Sunbelt Securities, Inc. | 150 | $5.40K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 143 | $5.57K | 0.00% | +29+25.4% | Added |
| Hollencrest Capital Management | 150 | $5.84K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 150 | $5.84K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 167 | $6.40K | 0.00% | +167 | New |
| Massmutual Trust Co FSB | 169 | $6.58K | 0.00% | −196−53.7% | Reduced |
| Fortitude Family Office, LLC | 171 | $6.66K | 0.00% | +14+8.9% | Added |
| Bokf, NA | 173 | $6.74K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 173 | $6.76K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 186 | $7.00K | 0.00% | +12+6.9% | Added |
| Manchester Capital Management LLC | 183 | $7.13K | 0.00% | +20+12.3% | Added |
| Riggs Asset Managment Co. Inc. | 183 | $7.13K | 0.00% | +183 | New |
| CoreCap Advisors, LLC | 188 | $7.34K | 0.00% | −7−3.6% | Reduced |
| Global Retirement Partners, LLC | 192 | $7.48K | 0.00% | +192 | New |
| North Star Investment Management Corp. | 200 | $7.79K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $7.79K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 214 | $8.34K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 215 | $8.37K | 0.00% | +30+16.2% | Added |
| Ameritas Advisory Services, LLC | 219 | $8.53K | 0.00% | +219 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 225 | $8.76K | 0.00% | +225 | New |
| Total Investment Management Inc | 225 | $8.77K | 0.00% | +225 | New |
| TD Waterhouse Canada Inc. | 221 | $8.88K | 0.00% | +121+121.0% | Added |
| Kestra Investment Management, LLC | 295 | $10.8K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 300 | $11.7K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 306 | $11.9K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 324 | $12.6K | 0.00% | −4,380−93.1% | Reduced |
| Clearstead Advisors, LLC | 402 | $15.7K | 0.00% | +250+164.5% | Added |
| Creative Financial Designs Inc | 420 | $16.3K | 0.00% | −1−0.2% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 450 | $17.5K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 497 | $19.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 525 | $20.5K | 0.01% | +4+0.8% | Added |
| Huntington National Bank | 538 | $21.0K | 0.00% | −24−4.3% | Reduced |
| First Financial Corp | 542 | $21.1K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 542 | $21.1K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 559 | $21.8K | 0.00% | −379−40.4% | Reduced |