| Avion Wealth | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Activest Wealth Management | 1 | $464 | 0.00% | −2−66.7% | Reduced |
| Hughes Financial Services, LLC | 1 | $464 | 0.00% | −2−66.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $464 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $464 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1 | $464 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1 | $464 | 0.00% | +1 | New |
| Tidemark, LLC | 1 | $464 | 0.00% | +1 | New |
| Wall Street Financial Group, Inc. | 1 | $464 | 0.00% | +1 | New |
| Whipplewood Advisors, LLC | 1 | $464 | 0.00% | +1 | New |
| Synergy Investment Management, LLC | 1 | $464 | 0.00% | +1 | New |
| Burk Holdings LLC | 1 | $464 | 0.00% | +1 | New |
| Cornerstone Financial Management LLC | 1 | $464 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $465 | 0.00% | −1−50.0% | Reduced |
| UMA Financial Services, Inc. | 1 | $465 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $465 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $465 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $465 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $465 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 1 | $696 | 0.00% | −1−50.0% | Reduced |
| SBI Securities Co., Ltd. | 2 | $928 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $928 | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 2 | $928 | 0.00% | +1+100.0% | Added |
| 1015 Capital Partners, LLC | 2 | $928 | 0.00% | +1+100.0% | Added |
| Golden State Equity Partners | 2 | $928 | 0.00% | +2 | New |
| South State Corp. | 2 | $929 | 0.00% | −4−66.7% | Reduced |
| True Wealth Design, LLC | 2 | $929 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $929 | 0.00% | +1+100.0% | Added |
| Addison Advisors LLC | 2 | $929 | 0.00% | +2 | New |
| Winthrop Capital Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $1.29K | 0.00% | +1+100.0% | Added |
| Aspect Partners, LLC | 3 | $1.39K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 3 | $1.39K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $1.39K | 0.00% | +2+200.0% | Added |
| Vermillion Wealth Management, Inc. | 3 | $1.39K | 0.00% | +3 | New |
| Innovative Asset Advisors Group, LLC | 3 | $1.40K | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 3 | $1.43K | 0.00% | +3 | Added |
| Wealth Enhancement Trust Services, Inc. | 4 | $1.86K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 4 | $1.86K | 0.00% | +1+33.3% | Added |
| Rialto Wealth Management, LLC | 4 | $1.86K | 0.00% | +4 | New |
| Clear Street Markets LLC | 5 | $2.32K | 0.00% | −43−89.6% | Reduced |
| Eastern Bank | 5 | $2.32K | 0.00% | −22−81.5% | Reduced |
| North Star Investment Management Corp. | 5 | $2.32K | 0.00% | −1−16.7% | Reduced |
| Webster Bank, N. A. | 5 | $2.32K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 5 | $2.32K | 0.00% | +4+400.0% | Added |
| J.Safra Asset Management Corp | 5 | $2.32K | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 5 | $2.33K | 0.00% | +5 | New |
| Red Tortoise LLC | 6 | $2.79K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 6 | $2.79K | 0.00% | +6 | New |
| Rossby Financial, LCC | 6 | $2.79K | 0.00% | +3+100.0% | Added |
| Philadelphia Investment Partners, LLC | 6 | $2.80K | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 7 | $3.25K | 0.00% | −3−30.0% | Reduced |
| Asset Dedication, LLC | 7 | $3.25K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $3.25K | 0.00% | +1+16.7% | Added |
| SJS Investment Consulting Inc. | 7 | $3.25K | 0.00% | +2+40.0% | Added |
| Park Place Capital Corp | 7 | $3.25K | 0.00% | +3+75.0% | Added |
| Financial Network Wealth Advisors LLC | 7 | $3.27K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 8 | $3.71K | 0.00% | +8 | New |
| Wolff Wiese Magana LLC | 8 | $3.71K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $3.72K | 0.00% | +8 | New |
| Colonial Trust Co | 9 | $4.08K | 0.00% | +1+12.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 9 | $4.18K | 0.00% | +9 | New |
| Sachetta, LLC | 9 | $4.18K | 0.00% | +7+350.0% | Added |
| Bartlett & Co. Wealth Management LLC | 9 | $4.63K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 10 | $4.64K | 0.00% | +4+66.7% | Added |
| Private Wealth Management Group, LLC | 10 | $4.64K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 10 | $5.00K | 0.00% | +6+150.0% | Added |
| LRI Investments, LLC | 11 | $5.11K | 0.00% | −165−93.8% | Reduced |
| United Financial Planning Group LLC | 11 | $5.11K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 11 | $5.75K | 0.00% | −1−8.3% | Reduced |
| First Pacific Financial | 13 | $6.03K | 0.00% | +4+44.4% | Added |
| ZRC Wealth Management, LLC | 14 | $6.50K | 0.00% | +14 | New |
| Zions Bancorporation, National Association | 15 | $6.96K | 0.00% | −327−95.6% | Reduced |
| Clearstead Advisors, LLC | 15 | $6.96K | 0.00% | −91−85.8% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 15 | $6.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $6.96K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 18 | $8.35K | 0.00% | −3−14.3% | Reduced |
| DAGCO, Inc. | 18 | $8.35K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 21 | $9.75K | 0.00% | +21 | New |
| Capital Analysts, LLC | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 22 | $10.2K | 0.00% | +12+120.0% | Added |
| Owl Creek Wealth Partners LLC | 22 | $10.2K | 0.00% | +22 | New |
| Fortitude Family Office, LLC | 23 | $10.7K | 0.00% | +15+187.5% | Added |
| Rothschild Investment LLC | 25 | $11.6K | 0.00% | −5−16.7% | Reduced |
| Johnson Financial Group, Inc. | 25 | $11.7K | 0.00% | +18+257.1% | Added |
| Measured Wealth Private Client Group, LLC | 26 | $12.1K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 26 | $12.1K | 0.00% | −62−70.5% | Reduced |
| Flagship Wealth Advisors, LLC | 22 | $12.6K | 0.01% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 29 | $13.2K | 0.01% | +24+480.0% | Added |
| Frazier Financial Advisors, LLC | 29 | $13.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 31 | $14.4K | 0.00% | +5+19.2% | Added |
| Entrust Financial LLC | 31 | $14.4K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 32 | $14.9K | 0.00% | +27+540.0% | Added |
| Manchester Capital Management LLC | 32 | $14.9K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 33 | $15.3K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $16.0K | 0.00% | +13+61.9% | Added |
| Parkside Financial Bank & Trust | 35 | $16.2K | 0.00% | +1+2.9% | Added |
| Cromwell Holdings LLC | 35 | $16.3K | 0.01% | −1−2.8% | Reduced |
| Salomon & Ludwin, LLC | 37 | $16.8K | 0.00% | 00.0% | Unchanged |