| Avion Wealth | 9 | $0 | 0.00% | −12−57.1% | Reduced |
| TD Waterhouse Canada Inc. | 1 | $51 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $52 | 0.00% | +1 | New |
| Activest Wealth Management | 2 | $104 | 0.00% | −10−83.3% | Reduced |
| AdvisorNet Financial, Inc | 2 | $104 | 0.00% | −6−75.0% | Reduced |
| Silicon Valley Capital Partners | 2 | $104 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $104 | 0.00% | +2 | New |
| Atlantic Union Bankshares Corp | 3 | $156 | 0.00% | +3 | New |
| Medallion Wealth Advisors, LLC | 4 | $208 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 5 | $239 | 0.00% | −70−93.3% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $260 | 0.00% | −1−16.7% | Reduced |
| Trust Co of Toledo NA | 5 | $260 | 0.00% | +5 | New |
| Portus Wealth Advisors, LLC | 5 | $260 | 0.00% | +5 | New |
| True Wealth Design, LLC | 6 | $312 | 0.00% | −215−97.3% | Reduced |
| SOA Wealth Advisors, LLC. | 6 | $326 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 9 | $467 | 0.00% | −158−94.6% | Reduced |
| Cornerstone Financial Management LLC | 9 | $467 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $467 | 0.00% | +6+200.0% | Added |
| South State Corp. | 9 | $468 | 0.00% | −32−78.0% | Reduced |
| Rialto Wealth Management, LLC | 9 | $468 | 0.00% | −6−40.0% | Reduced |
| TFC Financial Management | 9 | $468 | 0.00% | −2−18.2% | Reduced |
| Abound Wealth Management | 9 | $473 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 10 | $519 | 0.00% | −155−93.9% | Reduced |
| Cedar Mountain Advisors, LLC | 10 | $519 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 10 | $519 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 12 | $623 | 0.00% | −298−96.1% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 12 | $623 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 12 | $623 | 0.00% | +12 | New |
| WPG Advisers, LLC | 13 | $675 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 13 | $675 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $693 | 0.00% | −9−40.9% | Reduced |
| Country Trust Bank | 15 | $779 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 16 | $830 | 0.00% | −307−95.0% | Reduced |
| Whipplewood Advisors, LLC | 16 | $830 | 0.00% | +16 | New |
| Transamerica Financial Advisors, Inc. | 17 | $894 | 0.00% | −143−89.4% | Reduced |
| Investors Research Corp | 18 | $934 | 0.00% | +18 | New |
| Bare Financial Services, Inc | 18 | $934 | 0.00% | +18 | New |
| Dogwood Wealth Management LLC | 19 | $986 | 0.00% | +19 | New |
| Intentional Wealth Strategies, LLC | 19 | $986 | 0.00% | +19 | New |
| Johnson Financial Group, Inc. | 19 | $1.00K | 0.00% | −38−66.7% | Reduced |
| Valley National Advisers Inc | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $1.04K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 23 | $1.19K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 24 | $1.25K | 0.00% | −3,395−99.3% | Reduced |
| GWM Advisors LLC | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $1.30K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 25 | $1.30K | 0.00% | +25 | New |
| Raleigh Capital Management Inc. | 26 | $1.37K | 0.00% | −300−92.0% | Reduced |
| Clark Wealth Partners | 28 | $1.47K | 0.00% | +19+211.1% | Added |
| McIlrath & Eck, LLC | 29 | $1.50K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 30 | $1.56K | 0.00% | −79−72.5% | Reduced |
| Bell Investment Advisors, Inc | 31 | $1.61K | 0.00% | −9−22.5% | Reduced |
| Millstone Evans Group, LLC | 31 | $1.61K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 31 | $1.62K | 0.00% | −3−8.8% | Reduced |
| Golden State Equity Partners | 32 | $1.66K | 0.00% | +32 | New |
| Twin Peaks Wealth Advisors, LLC | 34 | $1.76K | 0.00% | +34 | New |
| Prestige Wealth Management Group LLC | 34 | $1.79K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 38 | $1.97K | 0.00% | +2+5.6% | Added |
| Capital Advisors, Ltd. LLC | 48 | $2.00K | 0.00% | −106−68.8% | Reduced |
| Smithfield Trust Co | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 40 | $2.08K | 0.00% | −109−73.2% | Reduced |
| Orion Capital Management LLC | 41 | $2.12K | 0.00% | +1+2.5% | Added |
| Boyd Watterson Asset Management LLC | 41 | $2.13K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 43 | $2.23K | 0.00% | +43 | New |
| Keating Financial Advisory Services, Inc. | 45 | $2.34K | 0.00% | +9+25.0% | Added |
| Washington Trust Advisors, Inc. | 46 | $2.39K | 0.00% | +46 | New |
| PFS Partners, LLC | 47 | $2.42K | 0.00% | +1+2.2% | Added |
| Red Tortoise LLC | 49 | $2.54K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $2.60K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $2.93K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 59 | $3.06K | 0.00% | −25−29.8% | Reduced |
| Clearstead Advisors, LLC | 65 | $3.37K | 0.00% | −448−87.3% | Reduced |
| Signature Equity Partners, LLC | 71 | $3.69K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 76 | $3.88K | 0.00% | −11−12.6% | Reduced |
| Synergy Investment Management, LLC | 76 | $3.94K | 0.00% | +76 | New |
| DT Investment Partners, LLC | 78 | $4.05K | 0.00% | 00.0% | Unchanged |
| Stance Capital LLC | 81 | $4.20K | 0.00% | +81 | New |
| Anfield Capital Management, LLC | 82 | $4.26K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 83 | $4.31K | 0.00% | +83 | New |
| JPL Wealth Management, LLC | 86 | $4.48K | 0.00% | +86 | New |
| Farmers & Merchants Investments Inc | 90 | $4.67K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 93 | $4.83K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 105 | $5.00K | 0.00% | −37−26.1% | Reduced |
| Dynamic Wealth Strategies, LLC | 100 | $5.19K | 0.00% | +63+170.3% | Added |
| NBC Securities, Inc. | 120 | $6.25K | 0.00% | +5+4.3% | Added |
| LRI Investments, LLC | 130 | $6.75K | 0.00% | +130 | New |
| Sound Income Strategies, LLC | 143 | $7.30K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 150 | $7.79K | 0.00% | −4−2.6% | Reduced |
| Barrett & Company, Inc. | 150 | $7.79K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 166 | $8.60K | 0.00% | −128−43.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 173 | $8.98K | 0.00% | −619−78.2% | Reduced |
| Itau Unibanco Holding S.A. | 174 | $9.03K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 174 | $9.03K | 0.00% | +105+152.2% | Added |
| Bayforest Capital Ltd | 178 | $9.24K | 0.01% | +137+334.1% | Added |
| Highline Wealth Partners LLC | 180 | $9.34K | 0.00% | +128+246.2% | Added |
| Bogart Wealth, LLC | 184 | $9.55K | 0.00% | +30+19.5% | Added |
| Geneos Wealth Management Inc. | 190 | $9.86K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 172 | $10.1K | 0.00% | +34+24.6% | Added |
| Sachetta, LLC | 194 | $10.2K | 0.01% | +130+203.1% | Added |
| HM Payson & Co | 200 | $10.4K | 0.00% | 00.0% | Unchanged |