| S&T Bank | 1 | $110 | 0.00% | −16−94.1% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $110 | 0.00% | −5−83.3% | Reduced |
| American Capital Advisory, LLC | 1 | $111 | 0.00% | +1 | New |
| Anchor Investment Management, LLC | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $169 | 0.00% | +2 | New |
| Toronto Dominion Bank | 3 | $290 | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 3 | $331 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $331 | 0.00% | +3 | New |
| Nemes Rush Group LLC | 3 | $331 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $337 | 0.00% | +1+50.0% | Added |
| Turning Point Benefit Group, Inc. | 4 | $441 | 0.00% | −10−71.4% | Reduced |
| First Horizon Corp | 4 | $441 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $442 | 0.00% | −1−20.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 4 | $442 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $442 | 0.00% | +4 | New |
| Breakwater Investment Management | 4 | $442 | 0.00% | +4 | New |
| Optima Capital LLC | 5 | $551 | 0.00% | +5 | New |
| Acumen Wealth Advisors, LLC | 6 | $662 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 7 | $771 | 0.00% | +2+40.0% | Added |
| Group One Trading, L.P. | 8 | $882 | 0.00% | −66−89.2% | Reduced |
| Evolution Wealth Management Inc. | 8 | $882 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $993 | 0.00% | +1+12.5% | Added |
| Avion Wealth | 14 | $1.00K | 0.00% | −16−53.3% | Reduced |
| Private Wealth Management Group, LLC | 10 | $1.10K | 0.00% | −25−71.4% | Reduced |
| Cromwell Holdings LLC | 10 | $1.10K | 0.00% | −2−16.7% | Reduced |
| Harbor Investment Advisory, LLC | 13 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 13 | $1.49K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 14 | $1.54K | 0.00% | +14 | New |
| CWM Advisors, LLC | 15 | $1.65K | 0.00% | +15 | New |
| Bare Financial Services, Inc | 15 | $1.65K | 0.00% | −28−65.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $1.65K | 0.00% | −3−16.7% | Reduced |
| SBI Securities Co., Ltd. | 16 | $1.76K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 17 | $1.87K | 0.00% | +17 | New |
| Sunrise Financial Services, LLC | 17 | $1.87K | 0.00% | +17 | New |
| MV Capital Management, Inc. | 18 | $1.99K | 0.00% | +18 | New |
| CX Institutional | 16 | $2.00K | 0.00% | −147−90.2% | Reduced |
| Cornerstone Planning Group LLC | 18 | $2.14K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 20 | $2.21K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 23 | $2.54K | 0.00% | +1+4.5% | Added |
| Financial Consulate, Inc | 25 | $2.76K | 0.00% | +25 | New |
| Webster Bank, N. A. | 26 | $2.87K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 29 | $3.20K | 0.00% | +8+38.1% | Added |
| Brown Brothers Harriman & Co | 31 | $3.42K | 0.00% | 00.0% | Unchanged |
| Quattro Advisors LLC | 32 | $3.57K | 0.00% | +32 | New |
| GPS Wealth Strategies Group, LLC | 35 | $3.86K | 0.00% | −150−81.1% | Reduced |
| Fortitude Family Office, LLC | 35 | $3.86K | 0.00% | −56−61.5% | Reduced |
| Park Square Financial Group, LLC | 32 | $4.40K | 0.03% | +6+23.1% | Added |
| JNBA Financial Advisors | 40 | $4.41K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 41 | $4.52K | 0.00% | +21+105.0% | Added |
| IMA Wealth, Inc. | 42 | $4.63K | 0.00% | +42 | New |
| Private Trust Co NA | 42 | $4.63K | 0.00% | −14−25.0% | Reduced |
| Country Trust Bank | 43 | $4.74K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 38 | $5.00K | 0.00% | +38 | New |
| Prestige Wealth Management Group LLC | 46 | $5.07K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 49 | $5.40K | 0.01% | +49 | New |
| Creative Financial Designs Inc | 50 | $5.51K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 52 | $5.73K | 0.00% | +52 | New |
| Dogwood Wealth Management LLC | 53 | $5.84K | 0.00% | +53 | New |
| Steigerwald, Gordon & Koch Inc. | 55 | $6.06K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 56 | $6.17K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 60 | $6.62K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 62 | $6.84K | 0.00% | +62 | New |
| Centennial Bank | 63 | $6.95K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 63 | $6.95K | 0.00% | +10+18.9% | Added |
| Estabrook Capital Management | 70 | $7.72K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 70 | $7.72K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 72 | $7.94K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 75 | $8.27K | 0.00% | −9,666−99.2% | Reduced |
| Manchester Capital Management LLC | 79 | $8.71K | 0.00% | +12+17.9% | Added |
| JFS Wealth Advisors, LLC | 82 | $9.04K | 0.00% | +21+34.4% | Added |
| Elyxium Wealth, LLC | 86 | $9.48K | 0.00% | +86 | New |
| Keating Financial Advisory Services, Inc. | 88 | $9.70K | 0.00% | +88 | New |
| Legacy Wealth Managment, LLC | 93 | $10.3K | 0.00% | +93 | New |
| City State Bank | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 100 | $11.0K | 0.01% | +100 | New |
| TD Waterhouse Canada Inc. | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 113 | $12.5K | 0.00% | +80+242.4% | Added |
| Westside Investment Management, Inc. | 114 | $12.5K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 129 | $14.2K | 0.01% | −2,046−94.1% | Reduced |
| DT Investment Partners, LLC | 139 | $15.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 139 | $15.3K | 0.00% | +139 | New |
| Atlantic Trust, LLC | 140 | $15.4K | 0.00% | +45+47.4% | Added |
| DV Trading LLC | 142 | $15.7K | 0.00% | +142 | New |
| Addison Advisors LLC | 154 | $17.0K | 0.00% | +77+100.0% | Added |
| United Community Bank | 160 | $17.6K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 168 | $18.5K | 0.00% | −17−9.2% | Reduced |
| Activest Wealth Management | 168 | $18.5K | 0.00% | +168 | New |
| Monetary Solutions, Ltd | 170 | $18.7K | 0.02% | +170 | New |
| Crews Bank & Trust | 173 | $19.1K | 0.00% | −173−50.0% | Reduced |
| Triumph Capital Management | 175 | $19.3K | 0.00% | +175 | New |
| Bell Investment Advisors, Inc | 179 | $19.7K | 0.00% | −74−29.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 180 | $19.8K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 187 | $20.6K | 0.01% | +104+125.3% | Added |
| Hallmark Capital Management Inc | 192 | $21.2K | 0.00% | +192 | New |
| Johnson Financial Group, Inc. | 195 | $21.5K | 0.00% | −431−68.8% | Reduced |
| Larson Financial Group LLC | 197 | $21.7K | 0.00% | +45+29.6% | Added |
| Asset Dedication, LLC | 200 | $22.1K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $22.1K | 0.00% | +200 | New |
| Root Financial Partners, LLC | 202 | $22.3K | 0.00% | −95−32.0% | Reduced |