| SJS Investment Consulting Inc. | 1 | $74 | 0.00% | −121−99.2% | Reduced |
| LRI Investments, LLC | 1 | $74 | 0.00% | −116−99.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 1 | $74 | 0.00% | −5−83.3% | Reduced |
| Tradewinds Capital Management, LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $74 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 1 | $74 | 0.00% | +1 | New |
| Silver Grove Financial Group, Inc. | 1 | $74 | 0.00% | +1 | New |
| IFG Advisory, LLC | 2 | $148 | 0.00% | +2 | New |
| Cassaday & Co Wealth Management LLC | 2 | $148 | 0.00% | +2 | New |
| Buck Wealth Strategies, LLC | 2 | $148 | 0.00% | +2 | New |
| Strive Financial Group ,LLC | 2 | $148 | 0.00% | +2 | New |
| Assetmark, Inc | 3 | $222 | 0.00% | −13−81.3% | Reduced |
| SHP Wealth Management | 3 | $222 | 0.00% | −11−78.6% | Reduced |
| Creative Capital Management Investments LLC | 3 | $222 | 0.00% | +3 | New |
| Aventura Private Wealth, LLC | 4 | $296 | 0.00% | −100−96.2% | Reduced |
| Fortitude Family Office, LLC | 4 | $296 | 0.00% | −5−55.6% | Reduced |
| JFS Wealth Advisors, LLC | 4 | $296 | 0.00% | −3−42.9% | Reduced |
| Rothschild Investment LLC | 5 | $370 | 0.00% | −1,472−99.7% | Reduced |
| Dunhill Financial, LLC | 5 | $370 | 0.00% | −1−16.7% | Reduced |
| Wolff Wiese Magana LLC | 5 | $370 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 5 | $370 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $370 | 0.00% | +1+25.0% | Added |
| Planning Strategies Inc. | 5 | $370 | 0.00% | +5 | New |
| Horizon Investments, LLC | 6 | $444 | 0.00% | −2,290−99.7% | Reduced |
| Creative Financial Designs Inc | 6 | $444 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 7 | $518 | 0.00% | −89−92.7% | Reduced |
| Marshall Investment Management, LLC | 7 | $518 | 0.00% | −1−12.5% | Reduced |
| Axiom Investment Management LLC | 7 | $518 | 0.00% | +7 | New |
| Blume Capital Management, Inc. | 8 | $592 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 9 | $666 | 0.00% | +9 | New |
| Horizon Financial Services, LLC | 9 | $666 | 0.00% | +9 | New |
| UMA Financial Services, Inc. | 9 | $666 | 0.00% | +9 | New |
| TFC Financial Management | 9 | $666 | 0.00% | +9 | New |
| West Paces Advisors Inc. | 9 | $666 | 0.00% | +9 | New |
| Central Trust Co | 10 | $740 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $740 | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 10 | $740 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 10 | $740 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $740 | 0.00% | +10 | New |
| Roble, Belko & Company, Inc | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 14 | $1.04K | 0.00% | −7,951−99.8% | Reduced |
| Rossby Financial, LCC | 14 | $1.04K | 0.00% | −5−26.3% | Reduced |
| NBT Bank N A | 14 | $1.04K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $1.04K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 14 | $1.04K | 0.00% | +4+40.0% | Added |
| Bare Financial Services, Inc | 15 | $1.11K | 0.00% | +11+275.0% | Added |
| Financial Consulate, Inc | 15 | $1.11K | 0.00% | +15 | New |
| Glen Eagle Advisors, LLC | 16 | $1.18K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 19 | $1.41K | 0.00% | +2+11.8% | Added |
| Whittier Trust Co of Nevada Inc | 19 | $1.43K | 0.00% | −278−93.6% | Reduced |
| JPL Wealth Management, LLC | 20 | $1.48K | 0.00% | −4−16.7% | Reduced |
| Ameriflex Group, Inc. | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $1.48K | 0.00% | +10+100.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 21 | $1.55K | 0.00% | −381−94.8% | Reduced |
| CVA Family Office, LLC | 22 | $1.63K | 0.00% | +17+340.0% | Added |
| Zions Bancorporation, National Association | 22 | $1.63K | 0.00% | +22 | New |
| CoreCap Advisors, LLC | 23 | $1.70K | 0.00% | −34−59.6% | Reduced |
| Ares Financial Consulting, LLC | 23 | $1.70K | 0.00% | +23 | New |
| Private Trust Co NA | 24 | $1.78K | 0.00% | −74−75.5% | Reduced |
| Clearstead Advisors, LLC | 26 | $1.92K | 0.00% | +3+13.0% | Added |
| Bogart Wealth, LLC | 26 | $1.92K | 0.00% | +17+188.9% | Added |
| CNB Bank | 30 | $2.22K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 30 | $2.22K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 37 | $2.74K | 0.00% | −166−81.8% | Reduced |
| MV Capital Management, Inc. | 37 | $2.74K | 0.00% | +32+640.0% | Added |
| EverSource Wealth Advisors, LLC | 40 | $2.96K | 0.00% | −673−94.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 40 | $2.96K | 0.00% | −100−71.4% | Reduced |
| 1620 Investment Advisors, Inc. | 40 | $2.96K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 47 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bayban | 41 | $3.03K | 0.00% | 00.0% | Unchanged |
| Trust Co | 42 | $3.11K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 44 | $3.26K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 48 | $3.36K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 46 | $3.40K | 0.00% | −609−93.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 47 | $3.48K | 0.00% | +42+840.0% | Added |
| First Horizon Corp | 48 | $3.55K | 0.00% | −20−29.4% | Reduced |
| Manchester Capital Management LLC | 49 | $3.63K | 0.00% | −9−15.5% | Reduced |
| Arlington Trust Co LLC | 50 | $3.70K | 0.00% | −73−59.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 50 | $3.70K | 0.00% | +50 | New |
| Farmers & Merchants Investments Inc | 52 | $3.85K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 52 | $3.85K | 0.00% | +42+420.0% | Added |
| Private Wealth Management Group, LLC | 54 | $4.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 58 | $4.32K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 60 | $4.44K | 0.00% | +22+57.9% | Added |
| BFSG, LLC | 62 | $4.59K | 0.00% | −16−20.5% | Reduced |
| ZRC Wealth Management, LLC | 62 | $4.59K | 0.00% | +62 | New |
| Rialto Wealth Management, LLC | 64 | $4.74K | 0.00% | +63+6,300.0% | Added |
| Action Point Financial Planning, LLC | 69 | $4.88K | 0.00% | +69 | New |
| Three Bearings Fiduciary Advisors, Inc. | 70 | $5.18K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 77 | $5.70K | 0.00% | +77 | New |
| Bollard Group LLC | 83 | $6.00K | 0.00% | +83 | New |
| NBC Securities, Inc. | 84 | $6.22K | 0.00% | −405−82.8% | Reduced |
| Owl Creek Wealth Partners LLC | 85 | $6.29K | 0.00% | +75+750.0% | Added |
| Signature Equity Partners, LLC | 86 | $6.36K | 0.00% | −179−67.5% | Reduced |
| Torren Management, LLC | 87 | $6.44K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 100 | $7.40K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 127 | $9.40K | 0.00% | −10,333−98.8% | Reduced |
| American National Bank | 141 | $10.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 158 | $11.7K | 0.00% | 00.0% | Unchanged |
