| Curio Wealth, LLC | 1 | $342 | 0.00% | −25−96.2% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $342 | 0.00% | −1−50.0% | Reduced |
| Rialto Wealth Management, LLC | 1 | $342 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1 | $342 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $683 | 0.00% | +2 | New |
| Private Wealth Management Group, LLC | 2 | $684 | 0.00% | −4−66.7% | Reduced |
| Dunhill Financial, LLC | 2 | $862 | 0.00% | +1+100.0% | Added |
| Investors Portfolio Services LLC | 3 | $903 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 3 | $1.02K | 0.00% | +3 | New |
| Essential Partners LLC | 3 | $1.02K | 0.00% | +3 | New |
| NBC Securities, Inc. | 4 | $1.37K | 0.00% | −13−76.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 4 | $1.37K | 0.00% | −2−33.3% | Reduced |
| Manchester Capital Management LLC | 4 | $1.37K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $1.37K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $1.37K | 0.00% | +2+100.0% | Added |
| Bare Financial Services, Inc | 4 | $1.37K | 0.00% | +3+300.0% | Added |
| Cromwell Holdings LLC | 4 | $1.37K | 0.00% | +4 | New |
| Twin Peaks Wealth Advisors, LLC | 4 | $1.37K | 0.00% | +4 | New |
| Whipplewood Advisors, LLC | 4 | $1.37K | 0.00% | +4 | New |
| Kilter Group LLC | 4 | $1.37K | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 4 | $1.37K | 0.00% | +4 | New |
| TD Private Client Wealth LLC | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 5 | $1.71K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 5 | $1.71K | 0.00% | +5 | New |
| Golden State Equity Partners | 6 | $2.05K | 0.00% | +6 | New |
| Albion Financial Group | 6 | $2.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 7 | $2.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 7 | $2.39K | 0.00% | +3+75.0% | Added |
| Signature Equity Partners, LLC | 7 | $2.39K | 0.00% | +2+40.0% | Added |
| CoreCap Advisors, LLC | 7 | $2.40K | 0.00% | −2−22.2% | Reduced |
| Ronald Blue Trust, Inc. | 8 | $2.73K | 0.00% | −29−78.4% | Reduced |
| Bangor Savings Bank | 8 | $2.73K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 8 | $2.73K | 0.00% | +8 | New |
| Accent Capital Management, LLC | 210 | $3.06K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 9 | $3.12K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $3.42K | 0.00% | −8−44.4% | Reduced |
| Addison Advisors LLC | 10 | $3.42K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 10 | $3.42K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 11 | $3.42K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 11 | $3.76K | 0.00% | −67−85.9% | Reduced |
| Cedar Mountain Advisors, LLC | 11 | $3.76K | 0.00% | +11 | New |
| JNBA Financial Advisors | 11 | $3.76K | 0.00% | +11 | New |
| JPL Wealth Management, LLC | 11 | $3.76K | 0.00% | +11 | New |
| Larson Financial Group LLC | 12 | $4.10K | 0.00% | −30−71.4% | Reduced |
| Key Financial Inc | 13 | $4.44K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 14 | $4.78K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 15 | $5.13K | 0.00% | −49,509−100.0% | Reduced |
| Retirement Wealth Solutions LLC | 15 | $5.15K | 0.00% | −12−44.4% | Reduced |
| Wolff Wiese Magana LLC | 16 | $5.47K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 16 | $5.47K | 0.00% | +6+60.0% | Added |
| Forum Finance Group S.A. | 20 | $6.00K | 0.00% | +20 | New |
| Rothschild Investment LLC | 18 | $6.15K | 0.00% | +16+800.0% | Added |
| JFS Wealth Advisors, LLC | 19 | $6.49K | 0.00% | −1−5.0% | Reduced |
| Bell Investment Advisors, Inc | 19 | $6.49K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $6.83K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 20 | $6.83K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 21 | $7.17K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 21 | $7.17K | 0.00% | +21 | New |
| Birchwood Financial Partners, Inc. | 22 | $7.52K | 0.01% | −1−4.3% | Reduced |
| Financial Network Wealth Advisors LLC | 22 | $7.52K | 0.01% | +19+633.3% | Added |
| Bayban | 23 | $7.86K | 0.01% | −40−63.5% | Reduced |
| Meramec Financial Planners, LLC | 22 | $7.88K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 24 | $8.27K | 0.00% | −20−45.5% | Reduced |
| American Capital Advisory, LLC | 26 | $8.88K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 27 | $9.22K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 29 | $9.91K | 0.01% | −11−27.5% | Reduced |
| Financial Management Professionals, Inc. | 30 | $10.3K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 30 | $10.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 30 | $10.4K | 0.00% | +30 | New |
| Central Trust Co | 31 | $10.6K | 0.00% | +6+24.0% | Added |
| First Horizon Corp | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 34 | $12.0K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 37 | $12.0K | 0.01% | +1+2.8% | Added |
| Thompson Investment Management, Inc. | 36 | $12.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 38 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 39 | $13.3K | 0.00% | +39 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40 | $13.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 44 | $15.0K | 0.00% | +23+109.5% | Added |
| Spire Wealth Management | 46 | $15.7K | 0.00% | −11−19.3% | Reduced |
| Cornerstone Planning Group LLC | 57 | $17.1K | 0.00% | +7+14.0% | Added |
| Y.D. More Investments Ltd | 50 | $17.1K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 50 | $17.1K | 0.00% | −26−34.2% | Reduced |
| Colonial Trust Co | 59 | $20.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 59 | $20.2K | 0.00% | −26−30.6% | Reduced |
| Bank of Jackson Hole Trust | 60 | $20.5K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 62 | $21.2K | 0.00% | −16−20.5% | Reduced |
| Basecamp Wealth Advisors LLC | 64 | $21.9K | 0.00% | −16−20.0% | Reduced |
| Versant Capital Management, Inc | 64 | $21.9K | 0.00% | +21+48.8% | Added |
| Pittenger & Anderson Inc | 65 | $22.2K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 65 | $22.2K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 67 | $22.9K | 0.01% | +67 | New |
| International Assets Investment Management, LLC | 68 | $23.5K | 0.00% | −5−6.8% | Reduced |
| Creative Financial Designs Inc | 73 | $24.9K | 0.00% | −6−7.6% | Reduced |
| Wellington-Altus USA Inc. | 79 | $26.1K | 0.02% | +10+14.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 84 | $28.7K | 0.00% | −40−32.3% | Reduced |
| Darwin Advisors, LLC | 88 | $30.1K | 0.01% | 00.0% | Unchanged |