| Avion Wealth | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| Ancora Advisors, LLC | 1 | $180 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $180 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1 | $180 | 0.00% | +1 | New |
| Quest Partners LLC | 1 | $180 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $181 | 0.00% | +1 | New |
| Total Investment Management Inc | 1 | $208 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $360 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $360 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $360 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $361 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $540 | 0.00% | +1+50.0% | Added |
| Manchester Capital Management LLC | 3 | $541 | 0.00% | −235−98.7% | Reduced |
| Rialto Wealth Management, LLC | 3 | $541 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $541 | 0.00% | +2+200.0% | Added |
| South State Corp. | 4 | $721 | 0.00% | −466−99.1% | Reduced |
| Clark Wealth Partners | 4 | $721 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 5 | $901 | 0.00% | −3−37.5% | Reduced |
| HFM Investment Advisors, LLC | 5 | $901 | 0.00% | +3+150.0% | Added |
| Rothschild Investment LLC | 5 | $901 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $1.01K | 0.00% | −12−70.6% | Reduced |
| Longfellow Investment Management Co LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7 | $1.26K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $1.26K | 0.00% | +7 | New |
| Kilter Group LLC | 7 | $1.26K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $1.44K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 8 | $1.44K | 0.00% | −5−38.5% | Reduced |
| Valued Wealth Advisors LLC | 8 | $1.44K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 8 | $1.44K | 0.00% | +8 | New |
| TD Capital Management LLC | 8 | $1.46K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 9 | $1.62K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $1.66K | 0.00% | +8+400.0% | Added |
| Financial Management Professionals, Inc. | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 10 | $1.80K | 0.00% | +10 | New |
| Cape Investment Advisory, Inc. | 11 | $1.98K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 12 | $2.16K | 0.00% | −9−42.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 12 | $2.16K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 13 | $2.34K | 0.00% | +7+116.7% | Added |
| Maseco LLP | 14 | $2.56K | 0.00% | +14 | New |
| Crowley Wealth Management, Inc. | 15 | $2.70K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 15 | $2.70K | 0.00% | +15 | New |
| GW&K Investment Management, LLC | 15 | $3.00K | 0.00% | +6+66.7% | Added |
| Twin Peaks Wealth Advisors, LLC | 19 | $3.04K | 0.00% | +19 | New |
| City State Bank | 17 | $3.06K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 18 | $3.24K | 0.00% | +4+28.6% | Added |
| Fortitude Family Office, LLC | 19 | $3.42K | 0.00% | −112−85.5% | Reduced |
| Bruce G. Allen Investments, LLC | 22 | $3.96K | 0.00% | −9−29.0% | Reduced |
| Altshuler Shaham Ltd | 23 | $4.14K | 0.00% | +23 | New |
| Delta Asset Management LLC | 25 | $4.50K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $4.50K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 26 | $4.68K | 0.00% | +5+23.8% | Added |
| Global Trust Asset Management, LLC | 30 | $5.41K | 0.00% | −162−84.4% | Reduced |
| Anchor Investment Management, LLC | 30 | $5.41K | 0.00% | −125−80.6% | Reduced |
| Park Square Financial Group, LLC | 30 | $5.41K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 33 | $5.95K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 34 | $6.13K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $6.31K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 36 | $6.49K | 0.00% | +36 | New |
| C M Bidwell & Associates Ltd | 37 | $6.67K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 39 | $7.03K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 41 | $7.39K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 41 | $7.39K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 47 | $8.47K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 49 | $8.83K | 0.00% | −93−65.5% | Reduced |
| Farmers & Merchants Investments Inc | 49 | $8.83K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 52 | $9.37K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 54 | $9.73K | 0.00% | +54 | New |
| Compass Financial Services Inc | 55 | $9.90K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 55 | $9.91K | 0.00% | −7−11.3% | Reduced |
| Prestige Wealth Management Group LLC | 59 | $10.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 60 | $10.8K | 0.01% | −61−50.4% | Reduced |
| Ameritas Advisory Services, LLC | 63 | $11.4K | 0.00% | +63 | New |
| Y.D. More Investments Ltd | 66 | $11.8K | 0.00% | −37−35.9% | Reduced |
| TCTC Holdings, LLC | 66 | $11.9K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 66 | $11.9K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 74 | $13.3K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 77 | $13.9K | 0.01% | +77 | New |
| JFS Wealth Advisors, LLC | 82 | $14.8K | 0.00% | −12−12.8% | Reduced |
| N.E.W. Advisory Services LLC | 82 | $14.8K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 86 | $15.5K | 0.01% | +75+681.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 95 | $17.3K | 0.01% | +95 | New |
| Cheviot Value Management, LLC | 110 | $17.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $18.0K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 100 | $18.0K | 0.01% | +100 | New |
| SBI Securities Co., Ltd. | 101 | $18.2K | 0.00% | −19−15.8% | Reduced |
| Bellwether Advisors, LLC | 101 | $18.2K | 0.00% | +101 | New |
| ORG Partners LLC | 100 | $18.2K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 103 | $18.6K | 0.00% | +103 | New |
| Park Place Capital Corp | 104 | $18.9K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 108 | $19.0K | 0.00% | +14+14.9% | Added |
| Versant Capital Management, Inc | 106 | $19.1K | 0.00% | +9+9.3% | Added |
| Centerpoint Advisors, LLC | 117 | $21.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 117 | $21.1K | 0.00% | −3−2.5% | Reduced |
| Bryn Mawr Trust Co | 126 | $22.7K | 0.00% | −4−3.1% | Reduced |
| Larson Financial Group LLC | 127 | $22.9K | 0.00% | +69+119.0% | Added |
| Cromwell Holdings LLC | 130 | $23.4K | 0.01% | +10+8.3% | Added |