| Avion Wealth | 4 | $0 | 0.00% | −2−33.3% | Reduced |
| Sound Income Strategies, LLC | 1 | $121 | 0.00% | −16−94.1% | Reduced |
| IMA Wealth, Inc. | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $121 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $121 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $122 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $242 | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $242 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 2 | $242 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $243 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $257 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $286 | 0.00% | −2−50.0% | Reduced |
| Cherry Tree Wealth Management, LLC | 3 | $303 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $363 | 0.00% | −3−50.0% | Reduced |
| Seneschal Advisors, LLC | 3 | $364 | 0.00% | +1+50.0% | Added |
| Investors Portfolio Services LLC | 3 | $417 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $484 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $484 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $484 | 0.00% | +4 | New |
| Intentional Wealth Strategies, LLC | 4 | $484 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $485 | 0.00% | +3+300.0% | Added |
| Westside Investment Management, Inc. | 5 | $605 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $605 | 0.00% | +5 | New |
| Whipplewood Advisors, LLC | 5 | $605 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 6 | $726 | 0.00% | +6 | New |
| Financial Network Wealth Advisors LLC | 7 | $847 | 0.00% | −6−46.2% | Reduced |
| HFM Investment Advisors, LLC | 7 | $847 | 0.00% | +2+40.0% | Added |
| Napier Financial, LLC | 8 | $968 | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 8 | $969 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $969 | 0.00% | +1+14.3% | Added |
| Bruce G. Allen Investments, LLC | 9 | $1.09K | 0.00% | −159−94.6% | Reduced |
| CoreCap Advisors, LLC | 9 | $1.09K | 0.00% | −9−50.0% | Reduced |
| Key Capital Management, INC | 9 | $1.09K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 9 | $1.09K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 9 | $1.09K | 0.00% | +9 | New |
| Albion Financial Group | 9 | $1.09K | 0.00% | +9 | New |
| Clayton Financial Group LLC | 9 | $1.09K | 0.00% | +9 | New |
| Aspect Partners, LLC | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $1.21K | 0.00% | +6+150.0% | Added |
| Cornerstone Financial Management LLC | 11 | $1.33K | 0.00% | −1−8.3% | Reduced |
| Golden State Equity Partners | 11 | $1.33K | 0.00% | +11 | New |
| MV Capital Management, Inc. | 11 | $1.33K | 0.00% | −1−8.3% | Reduced |
| Wall Street Financial Group, Inc. | 12 | $1.45K | 0.00% | +12 | New |
| TD Capital Management LLC | 12 | $1.50K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 13 | $1.57K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $1.70K | 0.00% | −2−12.5% | Reduced |
| ZRC Wealth Management, LLC | 14 | $1.70K | 0.00% | +14 | New |
| Wolff Wiese Magana LLC | 15 | $1.82K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 15 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 16 | $1.94K | 0.00% | +3+23.1% | Added |
| Vanguard National Trust Co | 16 | $1.94K | 0.00% | +16 | New |
| Ares Financial Consulting, LLC | 17 | $2.01K | 0.00% | +1+6.3% | Added |
| Torren Management, LLC | 17 | $2.11K | 0.00% | −89−84.0% | Reduced |
| Scarborough Advisors, LLC | 18 | $2.18K | 0.00% | 00.0% | Unchanged |
| City State Bank | 18 | $2.18K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 18 | $2.21K | 0.00% | −2−10.0% | Reduced |
| Richard W. Paul & Associates, LLC | 19 | $2.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $2.33K | 0.00% | +17 | New |
| JPL Wealth Management, LLC | 20 | $2.42K | 0.00% | +20 | New |
| Clear Street Markets LLC | 21 | $2.54K | 0.00% | −172−89.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 21 | $2.54K | 0.00% | +21 | New |
| Sachetta, LLC | 21 | $2.54K | 0.00% | +18+600.0% | Added |
| Manchester Capital Management LLC | 24 | $2.90K | 0.00% | +5+26.3% | Added |
| Harbor Investment Advisory, LLC | 28 | $3.39K | 0.00% | −34−54.8% | Reduced |
| Eastern Bank | 30 | $3.63K | 0.00% | −20−40.0% | Reduced |
| Front Row Advisors LLC | 30 | $3.63K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 30 | $3.63K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 31 | $3.75K | 0.00% | +31 | New |
| Union Savings Bank | 32 | $3.87K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 33 | $3.99K | 0.00% | −128−79.5% | Reduced |
| Centerpoint Advisors, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 34 | $4.06K | 0.00% | +1+3.0% | Added |
| Rocky Mountain Advisers, LLC | 34 | $4.12K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 36 | $4.36K | 0.00% | −14−28.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 37 | $4.48K | 0.01% | −425−92.0% | Reduced |
| Fairman Group, LLC | 37 | $4.48K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 39 | $4.72K | 0.00% | +39 | New |
| Rosenberg Matthew Hamilton | 40 | $4.84K | 0.00% | −20−33.3% | Reduced |
| UMA Financial Services, Inc. | 40 | $4.84K | 0.00% | +36+900.0% | Added |
| Kingdom Financial Group LLC. | 41 | $4.96K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 41 | $4.96K | 0.00% | +41 | New |
| Raffa Wealth Management, LLC | 44 | $5.33K | 0.00% | +2+4.8% | Added |
| Kilter Group LLC | 45 | $5.45K | 0.00% | +28+164.7% | Added |
| Golden State Wealth Management, LLC | 49 | $5.99K | 0.00% | −29−37.2% | Reduced |
| Duncker Streett & Co Inc | 50 | $6.05K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 51 | $6.14K | 0.00% | +51 | New |
| Keating Financial Advisory Services, Inc. | 51 | $6.17K | 0.00% | +40+363.6% | Added |
| Highline Wealth Partners LLC | 51 | $6.17K | 0.00% | +51 | New |
| Fortitude Family Office, LLC | 52 | $6.29K | 0.00% | +32+160.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 53 | $6.41K | 0.00% | −66−55.5% | Reduced |
| Financial Consulate, Inc | 55 | $6.66K | 0.00% | +55 | New |
| South State Corp. | 56 | $6.78K | 0.00% | −21−27.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 56 | $6.80K | 0.00% | +35+166.7% | Added |
| Bell Investment Advisors, Inc | 65 | $7.87K | 0.00% | −3−4.4% | Reduced |
| Ulland Investment Advisors, LLC | 63 | $8.00K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 71 | $8.59K | 0.00% | +37+108.8% | Added |
| SBI Securities Co., Ltd. | 76 | $9.20K | 0.00% | +14+22.6% | Added |
| Wealth Preservation Advisors, LLC | 78 | $9.44K | 0.01% | +78 | New |
| DT Investment Partners, LLC | 80 | $9.68K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 83 | $10.0K | 0.00% | +11+15.3% | Added |