| Rossby Financial, LCC | 1 | $330 | 0.00% | −1,714−99.9% | Reduced |
| AdvisorNet Financial, Inc | 1 | $330 | 0.00% | −37−97.4% | Reduced |
| Rakuten Securities, Inc. | 1 | $330 | 0.00% | −3−75.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 1 | $330 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $330 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $346 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $659 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2 | $660 | 0.00% | −105−98.1% | Reduced |
| MidFirst Bank | 2 | $660 | 0.00% | −100−98.0% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $660 | 0.00% | +1+100.0% | Added |
| Rialto Wealth Management, LLC | 2 | $660 | 0.00% | +1+100.0% | Added |
| Creative Capital Management Investments LLC | 2 | $660 | 0.00% | +2 | New |
| Cornerstone Financial Management LLC | 2 | $660 | 0.00% | +2 | New |
| Signature Equity Partners, LLC | 3 | $989 | 0.00% | −4−57.1% | Reduced |
| Cromwell Holdings LLC | 3 | $989 | 0.00% | −1−25.0% | Reduced |
| NBT Bank N A | 3 | $989 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 3 | $989 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3 | $989 | 0.00% | +3 | New |
| Ares Financial Consulting, LLC | 3 | $989 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $990 | 0.00% | −1−25.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 3 | $990 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | +4 | New |
| Financial Network Wealth Advisors LLC | 4 | $1.32K | 0.00% | −18−81.8% | Reduced |
| Fortitude Family Office, LLC | 4 | $1.32K | 0.00% | −3−42.9% | Reduced |
| North Star Investment Management Corp. | 4 | $1.32K | 0.00% | +4 | New |
| Planning Strategies Inc. | 4 | $1.32K | 0.00% | +4 | New |
| Manchester Capital Management LLC | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $1.32K | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $1.32K | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 4 | $1.32K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 5 | $1.65K | 0.00% | −24−82.8% | Reduced |
| Union Savings Bank | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| Walsh & Associates, LLC | 5 | $1.65K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5 | $1.65K | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $1.65K | 0.00% | +1+25.0% | Added |
| Noble Wealth Management PBC | 5 | $1.66K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $1.98K | 0.00% | −1−14.3% | Reduced |
| Albion Financial Group | 6 | $1.98K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7 | $2.31K | 0.00% | −1−12.5% | Reduced |
| Ameriflex Group, Inc. | 7 | $2.31K | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 7 | $2.33K | 0.00% | −8−53.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 8 | $2.64K | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 8 | $2.64K | 0.00% | +6+300.0% | Added |
| Salem Investment Counselors Inc | 8 | $2.64K | 0.00% | +8 | New |
| Keating Financial Advisory Services, Inc. | 9 | $2.97K | 0.00% | −7−43.8% | Reduced |
| SWAN Capital LLC | 9 | $3.01K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 10 | $3.30K | 0.00% | +5+100.0% | Added |
| JPL Wealth Management, LLC | 10 | $3.30K | 0.00% | −1−9.1% | Reduced |
| Darwin Advisors, LLC | 10 | $3.31K | 0.00% | −78−88.6% | Reduced |
| Vision Financial Markets LLC | 11 | $3.46K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 11 | $3.63K | 0.00% | +11 | New |
| Cedar Mountain Advisors, LLC | 11 | $3.63K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 11 | $3.76K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 12 | $3.96K | 0.00% | +8+200.0% | Added |
| Key Financial Inc | 13 | $4.29K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 14 | $4.62K | 0.00% | +14 | New |
| Beacon Investment Advisory Services, Inc. | 14 | $4.62K | 0.00% | +14 | New |
| Danske Bank A/S | 15 | $4.95K | 0.00% | 00.0% | Unchanged |
| Forum Finance Group S.A. | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 16 | $5.28K | 0.00% | −3−15.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 16 | $5.28K | 0.00% | +16 | New |
| Bokf, NA | 17 | $5.61K | 0.00% | +17 | New |
| SHP Wealth Management | 17 | $5.73K | 0.00% | +17 | New |
| Macquarie Group Ltd | 19 | $6.27K | 0.00% | +19 | New |
| LRI Investments, LLC | 19 | $6.27K | 0.00% | +19 | New |
| Wolff Wiese Magana LLC | 19 | $6.27K | 0.00% | +3+18.8% | Added |
| Farmers & Merchants Investments Inc | 20 | $6.60K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 21 | $6.93K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $6.93K | 0.00% | +2+10.5% | Added |
| Birchwood Financial Partners, Inc. | 22 | $7.26K | 0.01% | 00.0% | Unchanged |
| Bayban | 23 | $7.59K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 26 | $8.57K | 0.00% | +26 | New |
| Hollencrest Capital Management | 27 | $8.90K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 28 | $9.23K | 0.00% | +2+7.7% | Added |
| Stone House Investment Management, LLC | 28 | $9.24K | 0.00% | +28 | New |
| First Horizon Corp | 30 | $9.89K | 0.00% | −5−14.3% | Reduced |
| TD Waterhouse Canada Inc. | 30 | $10.4K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 33 | $10.9K | 0.01% | +33 | New |
| Continuum Advisory, LLC | 34 | $11.2K | 0.00% | +34 | New |
| Allied Private Wealth LLC | 33 | $11.4K | 0.01% | +33 | New |
| Thompson Investment Management, Inc. | 36 | $11.9K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 37 | $12.0K | 0.01% | 00.0% | Unchanged |
| Hilltop National Bank | 39 | $12.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 40 | $13.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 40 | $13.2K | 0.00% | −6−13.0% | Reduced |
| Y.D. More Investments Ltd | 50 | $16.5K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 50 | $16.5K | 0.00% | +50 | New |
| Versant Capital Management, Inc | 51 | $16.8K | 0.00% | −13−20.3% | Reduced |
| Atlantic Trust, LLC | 53 | $17.5K | 0.00% | +23+76.7% | Added |
| Centerpoint Advisors, LLC | 54 | $18.0K | 0.01% | +20+58.8% | Added |
| Cornerstone Planning Group LLC | 58 | $18.9K | 0.00% | +1+1.8% | Added |
| Basecamp Wealth Advisors LLC | 58 | $19.1K | 0.00% | −6−9.4% | Reduced |
| Larson Financial Group LLC | 58 | $19.1K | 0.00% | +46+383.3% | Added |
| Colonial Trust Co | 59 | $19.4K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 60 | $19.8K | 0.01% | +60 | New |
| Owl Creek Wealth Partners LLC | 61 | $20.1K | 0.01% | +61 | New |
| IFP Advisors, Inc | 62 | $20.4K | 0.00% | −1,627−96.3% | Reduced |
| International Assets Investment Management, LLC | 61 | $21.1K | 0.00% | −7−10.3% | Reduced |