| Avion Wealth | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $40 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 3 | $118 | 0.00% | +3 | New |
| Private Wealth Asset Management, LLC | 4 | $157 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 6 | $233 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 6 | $235 | 0.00% | +6 | New |
| Winnow Wealth LLC | 6 | $240 | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 7 | $274 | 0.00% | +7 | New |
| Quaker Wealth Management, LLC | 7 | $275 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $353 | 0.00% | +2+28.6% | Added |
| Bogart Wealth, LLC | 9 | $353 | 0.00% | +9 | New |
| Seneschal Advisors, LLC | 9 | $353 | 0.00% | +9 | New |
| Parkside Financial Bank & Trust | 10 | $392 | 0.00% | +2+25.0% | Added |
| ZRC Wealth Management, LLC | 11 | $432 | 0.00% | +11 | New |
| Financial Consulate, Inc | 13 | $510 | 0.00% | +13 | New |
| Transamerica Financial Advisors, Inc. | 16 | $617 | 0.00% | +11+220.0% | Added |
| Financial Management Professionals, Inc. | 16 | $627 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 17 | $667 | 0.00% | +17 | New |
| Key Financial Inc | 18 | $698 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 18 | $706 | 0.00% | +18 | New |
| Bay Harbor Wealth Management, LLC | 22 | $862 | 0.00% | +3+15.8% | Added |
| Principia Wealth Advisory, LLC | 25 | $980 | 0.00% | +2+8.7% | Added |
| HFM Investment Advisors, LLC | 25 | $980 | 0.00% | +3+13.6% | Added |
| Roble, Belko & Company, Inc | 29 | $1.00K | 0.00% | +1+3.6% | Added |
| SWAN Capital LLC | 26 | $1.01K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 28 | $1.09K | 0.00% | +1+3.7% | Added |
| Nemes Rush Group LLC | 30 | $1.17K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 31 | $1.22K | 0.00% | +31 | New |
| Salem Investment Counselors Inc | 31 | $1.22K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 31 | $1.22K | 0.00% | +31 | New |
| TD Private Client Wealth LLC | 33 | $1.29K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 36 | $1.41K | 0.00% | +18+100.0% | Added |
| Archer Investment Corp | 40 | $1.57K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 46 | $1.80K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 50 | $1.94K | 0.00% | +50 | New |
| Colonial Trust Co | 50 | $1.96K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $1.96K | 0.00% | +50 | New |
| DHJJ Financial Advisors, Ltd. | 59 | $2.30K | 0.00% | −10−14.5% | Reduced |
| Raffa Wealth Management, LLC | 60 | $2.35K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 62 | $2.44K | 0.00% | +1+1.6% | Added |
| Rossby Financial, LCC | 69 | $2.67K | 0.00% | +43+165.4% | Added |
| DiNuzzo Private Wealth, Inc. | 68 | $2.79K | 0.00% | −1−1.4% | Reduced |
| Coston, McIsaac & Partners | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 87 | $3.00K | 0.00% | +87 | New |
| Whittier Trust Co of Nevada Inc | 76 | $3.01K | 0.00% | −4−5.0% | Reduced |
| Pinnacle Bancorp, Inc. | 78 | $3.06K | 0.00% | −26−25.0% | Reduced |
| Bell Investment Advisors, Inc | 81 | $3.18K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 86 | $3.37K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 92 | $3.61K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 99 | $3.88K | 0.00% | +48+94.1% | Added |
| Cullen/Frost Bankers, Inc. | 100 | $3.92K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $3.92K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 101 | $3.96K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 104 | $4.08K | 0.00% | −5−4.6% | Reduced |
| South State Corp. | 105 | $4.12K | 0.00% | −3,600−97.2% | Reduced |
| Beaird Harris Wealth Management, LLC | 106 | $4.16K | 0.00% | +10+10.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 113 | $4.43K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 127 | $4.98K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 129 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 135 | $5.29K | 0.00% | −57−29.7% | Reduced |
| True Wealth Design, LLC | 147 | $5.76K | 0.00% | +81+122.7% | Added |
| Hollencrest Capital Management | 150 | $5.88K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 150 | $5.88K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group | 152 | $5.96K | 0.00% | +152 | New |
| Atlantic Trust, LLC | 156 | $6.12K | 0.00% | +132+550.0% | Added |
| Massmutual Trust Co FSB | 169 | $6.63K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 171 | $6.70K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 173 | $6.80K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 177 | $6.94K | 0.00% | +4+2.3% | Added |
| Capital Advisors, Ltd. LLC | 186 | $7.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 183 | $7.17K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 183 | $7.17K | 0.00% | +66+56.4% | Added |
| CoreCap Advisors, LLC | 188 | $7.40K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $7.84K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $7.84K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 214 | $8.39K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 221 | $8.56K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 225 | $8.82K | 0.00% | +10+4.7% | Added |
| Binnacle Investments Inc | 246 | $9.64K | 0.01% | +103+72.0% | Added |
| Scarborough Advisors, LLC | 271 | $10.6K | 0.00% | +263+3,287.5% | Added |
| Optimum Investment Advisors | 300 | $11.8K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 306 | $12.0K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 367 | $14.4K | 0.00% | −175−32.3% | Reduced |
| Optiver Holding B.V. | 413 | $16.2K | 0.00% | −196−32.2% | Reduced |
| Creative Financial Designs Inc | 423 | $16.6K | 0.00% | +3+0.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 450 | $17.6K | 0.01% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 456 | $17.9K | 0.00% | +456 | New |
| Wealthspire Advisors, LLC | 496 | $19.4K | 0.00% | +496 | New |
| Plante Moran Financial Advisors, LLC | 497 | $19.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 502 | $19.7K | 0.00% | +100+24.9% | Added |
| Rise Advisors, LLC | 529 | $20.7K | 0.01% | +4+0.8% | Added |
| Huntington National Bank | 531 | $20.8K | 0.00% | −7−1.3% | Reduced |
| First Financial Corp | 542 | $21.2K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 561 | $22.0K | 0.00% | +531+1,770.0% | Added |
| Grove Bank & Trust | 607 | $23.8K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 628 | $24.6K | 0.00% | −54−7.9% | Reduced |
| Trust Co of Vermont | 629 | $24.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 681 | $26.7K | 0.00% | −294−30.2% | Reduced |
| Mather Group, LLC. | 795 | $31.2K | 0.00% | +795 | New |
| Brown Brothers Harriman & Co | 800 | $31.4K | 0.00% | 00.0% | Unchanged |