| Avion Wealth | 15 | $0 | 0.00% | −13−46.4% | Reduced |
| Evolution Advisers, Inc. | 15 | $0 | 0.00% | +15 | New |
| Navigoe, LLC | 6 | $0 | 0.00% | +6 | New |
| Maryland Capital Advisors Inc. | 1 | $53 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $53 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $53 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $106 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $106 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $156 | 0.00% | +2+200.0% | Added |
| SHP Wealth Management | 3 | $172 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4 | $212 | 0.00% | −200−98.0% | Reduced |
| Abound Wealth Management | 4 | $212 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $212 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $212 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4 | $212 | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 5 | $264 | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 5 | $265 | 0.00% | −58−92.1% | Reduced |
| HFM Investment Advisors, LLC | 6 | $318 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 6 | $363 | 0.00% | −1−14.3% | Reduced |
| Stone House Investment Management, LLC | 8 | $423 | 0.00% | +8 | New |
| Davis Capital Management | 8 | $423 | 0.00% | +8 | New |
| Gen-Wealth Partners Inc | 10 | $529 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $529 | 0.00% | +10 | New |
| Cornerstone Financial Management LLC | 11 | $582 | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 11 | $632 | 0.00% | −7−38.9% | Reduced |
| UMA Financial Services, Inc. | 12 | $635 | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 12 | $635 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 18 | $952 | 0.00% | −5−21.7% | Reduced |
| CVA Family Office, LLC | 19 | $1.00K | 0.00% | −48−71.6% | Reduced |
| Fortitude Family Office, LLC | 20 | $1.06K | 0.00% | −10−33.3% | Reduced |
| Addison Advisors LLC | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 21 | $1.11K | 0.00% | +21 | New |
| Gilpin Wealth Management, LLC | 22 | $1.16K | 0.00% | −3,347−99.3% | Reduced |
| Rialto Wealth Management, LLC | 22 | $1.16K | 0.00% | +22 | New |
| Cedar Mountain Advisors, LLC | 27 | $1.43K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 27 | $1.43K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 28 | $1.48K | 0.00% | +1+3.7% | Added |
| Noble Wealth Management PBC | 28 | $1.48K | 0.00% | +28 | New |
| Transamerica Financial Advisors, Inc. | 29 | $1.53K | 0.00% | +15+107.1% | Added |
| Horizon Investments, LLC | 29 | $1.53K | 0.00% | −37−56.1% | Reduced |
| MV Capital Management, Inc. | 29 | $1.53K | 0.00% | −1−3.3% | Reduced |
| Bell Investment Advisors, Inc | 29 | $1.53K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 30 | $1.59K | 0.00% | +30 | New |
| NBT Bank N A | 31 | $1.64K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 32 | $1.69K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 33 | $1.75K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 33 | $1.75K | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 33 | $1.75K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 35 | $1.85K | 0.00% | +35 | New |
| LRI Investments, LLC | 36 | $1.90K | 0.00% | +5+16.1% | Added |
| Spire Wealth Management | 36 | $1.90K | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 37 | $1.96K | 0.00% | −15−28.8% | Reduced |
| Silver Grove Financial Group, Inc. | 37 | $1.96K | 0.00% | +37 | New |
| Ogorek Anthony Joseph | 39 | $2.00K | 0.00% | −45−53.6% | Reduced |
| Financial Network Wealth Advisors LLC | 42 | $2.22K | 0.00% | +11+35.5% | Added |
| Cromwell Holdings LLC | 43 | $2.27K | 0.00% | +15+53.6% | Added |
| Action Point Financial Planning, LLC | 46 | $2.43K | 0.00% | +46 | New |
| SBI Securities Co., Ltd. | 49 | $2.59K | 0.00% | −6−10.9% | Reduced |
| Grove Bank & Trust | 61 | $3.23K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 65 | $3.44K | 0.00% | −59−47.6% | Reduced |
| Zions Bancorporation, National Association | 70 | $3.70K | 0.00% | −102−59.3% | Reduced |
| Golden State Equity Partners | 71 | $3.75K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 74 | $3.91K | 0.00% | +15+25.4% | Added |
| Bruce G. Allen Investments, LLC | 77 | $4.07K | 0.00% | −5−6.1% | Reduced |
| Farmers & Merchants Investments Inc | 80 | $4.23K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 85 | $4.50K | 0.00% | +85 | New |
| Prestige Wealth Management Group LLC | 88 | $4.66K | 0.00% | +14+18.9% | Added |
| Signature Equity Partners, LLC | 93 | $4.92K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 90 | $5.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 98 | $5.18K | 0.00% | +38+63.3% | Added |
| McGuire Capital Advisors Inc | 99 | $5.24K | 0.00% | +99 | New |
| Central Trust Co | 100 | $5.29K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 122 | $6.45K | 0.00% | +122 | New |
| Ronald Blue Trust, Inc. | 123 | $6.50K | 0.00% | −820−87.0% | Reduced |
| NBC Securities, Inc. | 125 | $6.61K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 125 | $6.61K | 0.00% | −65−34.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 134 | $7.09K | 0.00% | −7−5.0% | Reduced |
| Main Street Group, LTD | 135 | $7.14K | 0.00% | +110+440.0% | Added |
| Golden State Wealth Management, LLC | 135 | $7.14K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 150 | $7.93K | 0.00% | +38+33.9% | Added |
| Mather Group, LLC. | 154 | $8.14K | 0.00% | −897−85.3% | Reduced |
| Larson Financial Group LLC | 160 | $8.46K | 0.00% | −6−3.6% | Reduced |
| Parkside Financial Bank & Trust | 162 | $8.57K | 0.00% | −264−62.0% | Reduced |
| JFS Wealth Advisors, LLC | 164 | $8.67K | 0.00% | +24+17.1% | Added |
| Storebrand Asset Management AS | 170 | $8.99K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 172 | $9.10K | 0.00% | −9−5.0% | Reduced |
| Harbour Investments, Inc. | 187 | $9.89K | 0.00% | −597−76.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 200 | $10.6K | 0.00% | −67−25.1% | Reduced |
| Danske Bank A/S | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 200 | $10.6K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 200 | $10.6K | 0.00% | +200 | New |
| Private Trust Co NA | 214 | $11.3K | 0.00% | +157+275.4% | Added |
| Leonteq Securities AG | 221 | $11.7K | 0.00% | −201−47.6% | Reduced |
| Napier Financial, LLC | 250 | $13.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 258 | $13.6K | 0.00% | −236−47.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 278 | $14.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 282 | $14.9K | 0.00% | −227−44.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 283 | $15.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 310 | $16.4K | 0.00% | −350−53.0% | Reduced |
| Capital Advisors, Ltd. LLC | 320 | $17.0K | 0.00% | +8+2.6% | Added |