| Avion Wealth | 10 | $0 | 0.00% | −10−50.0% | Reduced |
| Raleigh Capital Management Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Rialto Wealth Management, LLC | 1 | $42 | 0.00% | −7−87.5% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $42 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 2 | $84 | 0.00% | −1−33.3% | Reduced |
| American Capital Advisory, LLC | 3 | $126 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $126 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $126 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 5 | $210 | 0.00% | −3−37.5% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $232 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $251 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 6 | $251 | 0.00% | +6 | New |
| Turning Point Benefit Group, Inc. | 7 | $293 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $294 | 0.00% | +7 | New |
| Dunhill Financial, LLC | 8 | $333 | 0.00% | +5+166.7% | Added |
| Wealth Watch Advisors, INC | 8 | $335 | 0.00% | −1−11.1% | Reduced |
| Bruce G. Allen Investments, LLC | 8 | $335 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $335 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 8 | $336 | 0.00% | −10−55.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $377 | 0.00% | −31,142−100.0% | Reduced |
| Sachetta, LLC | 10 | $419 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 10 | $419 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 14 | $586 | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $587 | 0.00% | +1+7.7% | Added |
| Fortis Group Advisors, LLC | 15 | $628 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 16 | $670 | 0.00% | −4−20.0% | Reduced |
| Trust Co of Vermont | 16 | $670 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 16 | $670 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 17 | $713 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 19 | $796 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 19 | $796 | 0.00% | +19 | New |
| Plante Moran Financial Advisors, LLC | 21 | $880 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 21 | $880 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 24 | $1.01K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 25 | $1.05K | 0.00% | +15+150.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $1.05K | 0.00% | +25 | New |
| Johnson Financial Group, Inc. | 28 | $1.17K | 0.00% | −21−42.9% | Reduced |
| First Horizon Corp | 28 | $1.17K | 0.00% | +21+300.0% | Added |
| Keating Financial Advisory Services, Inc. | 28 | $1.17K | 0.00% | +28 | New |
| Armstrong Advisory Group, Inc | 29 | $1.22K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 30 | $1.26K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 32 | $1.34K | 0.00% | +32 | New |
| Morse Asset Management, Inc | 33 | $1.38K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 33 | $1.38K | 0.00% | +16+94.1% | Added |
| Benson Wealth Management INC | 37 | $1.55K | 0.00% | +37 | New |
| Prestige Wealth Management Group LLC | 39 | $1.63K | 0.00% | −150−79.4% | Reduced |
| Manchester Capital Management LLC | 42 | $1.76K | 0.00% | −19−31.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 43 | $1.80K | 0.00% | +43 | New |
| Fortitude Family Office, LLC | 44 | $1.84K | 0.00% | +1+2.3% | Added |
| Capital Analysts, LLC | 51 | $2.00K | 0.00% | −10−16.4% | Reduced |
| Hilton Head Capital Partners, LLC | 50 | $2.09K | 0.00% | +50 | New |
| Creative Financial Designs Inc | 51 | $2.13K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 51 | $2.14K | 0.00% | +51 | New |
| ZRC Wealth Management, LLC | 51 | $2.14K | 0.00% | +51 | New |
| Rocky Mountain Advisers, LLC | 54 | $2.26K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 54 | $2.26K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 59 | $2.47K | 0.00% | +54+1,080.0% | Added |
| MV Capital Management, Inc. | 62 | $2.60K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 66 | $2.77K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 66 | $2.77K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 66 | $2.77K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 68 | $3.00K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 74 | $3.10K | 0.00% | +74 | New |
| Sound Income Strategies, LLC | 72 | $3.12K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 75 | $3.14K | 0.00% | −333−81.6% | Reduced |
| Signature Resources Capital Management, LLC | 76 | $3.18K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 78 | $3.26K | 0.00% | +1+1.3% | Added |
| Strategic Advocates LLC | 78 | $3.27K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 79 | $3.32K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 80 | $3.35K | 0.00% | +70+700.0% | Added |
| Elyxium Wealth, LLC | 82 | $3.44K | 0.00% | +82 | New |
| Teachers Insurance & Annuity Association of America | 83 | $3.48K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 62 | $3.77K | 0.00% | +62 | New |
| Ares Financial Consulting, LLC | 91 | $3.81K | 0.00% | +91 | New |
| Coston, McIsaac & Partners | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $4.19K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 100 | $4.19K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 100 | $4.19K | 0.00% | +100 | New |
| Ronald Blue Trust, Inc. | 104 | $4.36K | 0.00% | −533−83.7% | Reduced |
| Westfuller Advisors, LLC | 107 | $4.48K | 0.00% | +37+52.9% | Added |
| Oakworth Capital, Inc. | 110 | $4.61K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 110 | $4.61K | 0.00% | +110 | New |
| Millstone Evans Group, LLC | 112 | $4.69K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 116 | $4.86K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 116 | $4.86K | 0.00% | −25−17.7% | Reduced |
| Evolution Wealth Management Inc. | 119 | $4.99K | 0.00% | +53+80.3% | Added |
| Front Row Advisors LLC | 120 | $5.03K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 121 | $5.07K | 0.00% | +105+656.3% | Added |
| LRI Investments, LLC | 125 | $5.24K | 0.00% | −66−34.6% | Reduced |
| Cornerstone National Bank & Trust Co | 130 | $5.45K | 0.00% | +130 | New |
| Global Wealth Strategies & Associates | 132 | $5.53K | 0.00% | +100+312.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 133 | $5.57K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 143 | $5.99K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 150 | $6.28K | 0.00% | +150 | New |
| True Wealth Design, LLC | 160 | $6.70K | 0.00% | +156+3,900.0% | Added |
| BOK Financial Private Wealth, Inc. | 164 | $6.87K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 168 | $7.00K | 0.00% | +20+13.5% | Added |
| Whittier Trust Co | 173 | $7.18K | 0.00% | 00.0% | Unchanged |