| Avion Wealth | 6 | $0 | 0.00% | −9−60.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 0 | $11 | 0.00% | −3−100.0% | Reduced |
| IMA Wealth, Inc. | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $137 | 0.00% | +1 | New |
| NorthAvenue LLC | 1 | $137 | 0.00% | +1 | New |
| United Community Bank | 2 | $272 | 0.00% | −9−81.8% | Reduced |
| WestEnd Advisors, LLC | 2 | $272 | 0.00% | −1−33.3% | Reduced |
| Trust Co | 2 | $272 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $273 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $273 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $287 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3 | $341 | 0.00% | −9−75.0% | Reduced |
| Sachetta, LLC | 3 | $409 | 0.00% | −31−91.2% | Reduced |
| Investors Portfolio Services LLC | 3 | $465 | 0.00% | +3 | New |
| UMA Financial Services, Inc. | 4 | $545 | 0.00% | −11−73.3% | Reduced |
| Financial Management Professionals, Inc. | 4 | $545 | 0.00% | −9−69.2% | Reduced |
| Rakuten Securities, Inc. | 4 | $545 | 0.00% | +3+300.0% | Added |
| Dunhill Financial, LLC | 4 | $565 | 0.00% | +1+33.3% | Added |
| Westside Investment Management, Inc. | 5 | $681 | 0.00% | −38−88.4% | Reduced |
| Essential Partners LLC | 5 | $681 | 0.00% | −32−86.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $681 | 0.00% | −11−68.8% | Reduced |
| HFM Investment Advisors, LLC | 5 | $681 | 0.00% | +2+66.7% | Added |
| Turning Point Benefit Group, Inc. | 6 | $817 | 0.00% | +6 | New |
| 1015 Capital Partners, LLC | 6 | $817 | 0.00% | +6 | New |
| NBC Securities, Inc. | 7 | $953 | 0.00% | −3−30.0% | Reduced |
| Rialto Wealth Management, LLC | 7 | $954 | 0.00% | +2+40.0% | Added |
| Valued Wealth Advisors LLC | 8 | $1.09K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 8 | $1.09K | 0.00% | +8 | New |
| Crewe Advisors LLC | 9 | $1.23K | 0.00% | +9 | New |
| Key Capital Management, INC | 9 | $1.23K | 0.00% | +9 | New |
| Sunrise Financial Services, LLC | 9 | $1.23K | 0.00% | +9 | New |
| Aspect Partners, LLC | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 11 | $1.50K | 0.00% | +11 | New |
| Cornerstone Financial Management LLC | 12 | $1.63K | 0.00% | +12 | New |
| MV Capital Management, Inc. | 12 | $1.64K | 0.00% | −40−76.9% | Reduced |
| TD Capital Management LLC | 12 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $1.77K | 0.00% | +7+116.7% | Added |
| Financial Network Wealth Advisors LLC | 13 | $1.77K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 15 | $2.00K | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 15 | $2.04K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 15 | $2.04K | 0.00% | +15 | New |
| Godsey & Gibb Associates | 15 | $2.08K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 16 | $2.18K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $2.18K | 0.00% | −283−94.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $2.18K | 0.00% | +3+23.1% | Added |
| Ares Financial Consulting, LLC | 16 | $2.25K | 0.00% | +16 | New |
| Sound Income Strategies, LLC | 17 | $2.25K | 0.00% | +17 | New |
| Kilter Group LLC | 17 | $2.32K | 0.00% | +2+13.3% | Added |
| Scarborough Advisors, LLC | 18 | $2.45K | 0.00% | −1−5.3% | Reduced |
| CoreCap Advisors, LLC | 18 | $2.45K | 0.00% | 00.0% | Unchanged |
| City State Bank | 18 | $2.45K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 18 | $2.45K | 0.00% | +5+38.5% | Added |
| DAGCO, Inc. | 18 | $2.45K | 0.00% | +18 | New |
| Manchester Capital Management LLC | 19 | $2.59K | 0.00% | −39−67.2% | Reduced |
| Richard W. Paul & Associates, LLC | 19 | $2.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $2.72K | 0.00% | −107−84.3% | Reduced |
| Flagship Harbor Advisors, LLC | 20 | $2.72K | 0.00% | +20 | New |
| Triumph Capital Management | 20 | $2.75K | 0.00% | +20 | New |
| IMG Wealth Management, Inc. | 21 | $2.86K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 21 | $2.87K | 0.00% | −72−77.4% | Reduced |
| Hollencrest Capital Management | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 24 | $3.27K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 26 | $3.54K | 0.00% | −45−63.4% | Reduced |
| Howard Hughes Medical Institute | 28 | $3.81K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 30 | $4.09K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 30 | $4.09K | 0.00% | +30 | New |
| Union Savings Bank | 32 | $4.36K | 0.00% | +32 | New |
| Sunbelt Securities, Inc. | 33 | $4.54K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 34 | $4.63K | 0.00% | +34 | New |
| Rocky Mountain Advisers, LLC | 34 | $4.63K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 34 | $4.63K | 0.00% | +34 | New |
| Centerpoint Advisors, LLC | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 37 | $5.04K | 0.00% | +37 | New |
| Kingdom Financial Group LLC. | 41 | $5.58K | 0.00% | +41 | New |
| Raffa Wealth Management, LLC | 42 | $5.72K | 0.00% | +14+50.0% | Added |
| LRI Investments, LLC | 45 | $6.13K | 0.00% | −17−27.4% | Reduced |
| Paladin Partners, LLC | 45 | $6.13K | 0.00% | +45 | New |
| Atlantic Union Bankshares Corp | 46 | $6.26K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 48 | $6.54K | 0.00% | +40+500.0% | Added |
| Eastern Bank | 50 | $6.81K | 0.00% | −246−83.1% | Reduced |
| Duncker Streett & Co Inc | 50 | $6.81K | 0.00% | −54−51.9% | Reduced |
| Catalyst Capital Advisors LLC | 50 | $6.81K | 0.00% | −16−24.2% | Reduced |
| Abound Wealth Management | 50 | $6.81K | 0.00% | +17+51.5% | Added |
| DV Trading LLC | 52 | $7.08K | 0.00% | +52 | New |
| SageView Advisory Group, LLC | 52 | $7.08K | 0.00% | +52 | New |
| Colonial Trust Co | 53 | $7.25K | 0.00% | +12+29.3% | Added |
| Fideuram Asset Management (Ireland) dac | 42 | $7.51K | 0.00% | +42 | New |
| True Wealth Design, LLC | 60 | $8.17K | 0.00% | −38−38.8% | Reduced |
| Rosenberg Matthew Hamilton | 60 | $8.17K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 62 | $8.44K | 0.00% | −12−16.2% | Reduced |
| Harbor Investment Advisory, LLC | 62 | $8.44K | 0.00% | +49+376.9% | Added |
| Rossby Financial, LCC | 64 | $8.72K | 0.00% | +15+30.6% | Added |
| Grove Bank & Trust | 66 | $8.99K | 0.00% | +66 | New |
| T. Rowe Price Investment Management, Inc. | 59 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 63 | $9.00K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 68 | $9.26K | 0.00% | −38−35.8% | Reduced |
| First Horizon Corp | 72 | $9.81K | 0.00% | −10−12.2% | Reduced |
| South State Corp. | 77 | $10.5K | 0.00% | +7+10.0% | Added |
| Golden State Wealth Management, LLC | 78 | $10.7K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 80 | $10.9K | 0.00% | 00.0% | Unchanged |