| Avion Wealth | 100 | $0 | 0.00% | −71−41.5% | Reduced |
| Centerpoint Advisors, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 43 | $0 | 0.00% | +43 | New |
| Keating Financial Advisory Services, Inc. | 1 | $9 | 0.00% | +1 | New |
| Essential Partners LLC | 3 | $27 | 0.00% | +3 | New |
| Clear Street Markets LLC | 5 | $45 | 0.00% | +5 | New |
| Ares Financial Consulting, LLC | 10 | $90 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 12 | $107 | 0.00% | +12 | New |
| Abound Wealth Management | 15 | $135 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 20 | $180 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 20 | $180 | 0.00% | +20 | New |
| Ankerstar Wealth, LLC | 22 | $198 | 0.00% | +22 | New |
| Cornerstone Planning Group LLC | 20 | $207 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 25 | $225 | 0.00% | −270−91.5% | Reduced |
| Assetmark, Inc | 33 | $296 | 0.00% | −109−76.8% | Reduced |
| HHM Wealth Advisors, LLC | 33 | $297 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 34 | $305 | 0.00% | +13+61.9% | Added |
| Financial Management Professionals, Inc. | 35 | $314 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 37 | $332 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 42 | $378 | 0.00% | +42 | New |
| Brown Brothers Harriman & Co | 45 | $404 | 0.00% | +45 | New |
| HighMark Wealth Management LLC | 50 | $449 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 56 | $503 | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 65 | $584 | 0.00% | +65 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 66 | $593 | 0.00% | +66 | New |
| Hollencrest Capital Management | 69 | $620 | 0.00% | −1,285−94.9% | Reduced |
| Rothschild Investment LLC | 75 | $674 | 0.00% | −331−81.5% | Reduced |
| Bell Investment Advisors, Inc | 84 | $755 | 0.00% | −210−71.4% | Reduced |
| Bogart Wealth, LLC | 91 | $817 | 0.00% | +91 | New |
| UMA Financial Services, Inc. | 91 | $818 | 0.00% | −145−61.4% | Reduced |
| LRI Investments, LLC | 93 | $835 | 0.00% | +93 | New |
| Glen Eagle Advisors, LLC | 95 | $853 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 97 | $871 | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 100 | $898 | 0.00% | +50+100.0% | Added |
| Anchor Investment Management, LLC | 100 | $898 | 0.00% | +100 | New |
| BankPlus Trust Department | 100 | $898 | 0.00% | +100 | New |
| United Financial Planning Group LLC | 100 | $898 | 0.00% | +100 | New |
| Motiv8 Investments LLC | 75 | $1.00K | 0.00% | +75 | New |
| Larson Financial Group LLC | 115 | $1.03K | 0.00% | −334−74.4% | Reduced |
| Louisbourg Investments Inc. | 115 | $1.03K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 125 | $1.12K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 150 | $1.35K | 0.00% | +150 | New |
| SWAN Capital LLC | 160 | $1.44K | 0.00% | +132+471.4% | Added |
| MAI Capital Management | 162 | $1.46K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 185 | $1.66K | 0.00% | +185 | New |
| Farmers & Merchants Investments Inc | 190 | $1.71K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 190 | $1.71K | 0.00% | +190 | New |
| IFP Advisors, Inc | 193 | $1.73K | 0.00% | −1,826−90.4% | Reduced |
| Bayban | 200 | $1.80K | 0.00% | +200 | New |
| Parkside Financial Bank & Trust | 206 | $1.85K | 0.00% | −311−60.2% | Reduced |
| Prestige Wealth Management Group LLC | 212 | $1.90K | 0.00% | +212 | New |
| Aspect Partners, LLC | 222 | $1.99K | 0.00% | +222 | New |
| Ancora Advisors, LLC | 225 | $2.02K | 0.00% | −528−70.1% | Reduced |
| Hurley Capital, LLC | 247 | $2.22K | 0.00% | +247 | New |
| Rosenberg Matthew Hamilton | 260 | $2.33K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 260 | $2.33K | 0.00% | +260 | New |
| Beaird Harris Wealth Management, LLC | 274 | $2.46K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 287 | $2.58K | 0.00% | +287 | New |
| Quarry LP | 299 | $2.69K | 0.00% | +286+2,200.0% | Added |
| Westside Investment Management, Inc. | 342 | $3.07K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 346 | $3.11K | 0.00% | +301+668.9% | Added |
| First Horizon Corp | 379 | $3.40K | 0.00% | +131+52.8% | Added |
| Tucker Asset Management LLC | 428 | $3.84K | 0.00% | +428 | New |
| DV Equities, LLC | 485 | $4.36K | 0.00% | +485 | New |
| Colonial Trust Advisors | 500 | $4.49K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 501 | $4.50K | 0.00% | +501 | New |
| Flagship Harbor Advisors, LLC | 585 | $5.25K | 0.00% | +585 | New |
| Morse Asset Management, Inc | 625 | $5.61K | 0.00% | +625 | New |
| Central Trust Co | 655 | $5.88K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 700 | $6.29K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 701 | $6.29K | 0.00% | +701 | New |
| Parallel Advisors, LLC | 709 | $6.37K | 0.00% | −303−29.9% | Reduced |
| EverSource Wealth Advisors, LLC | 710 | $6.38K | 0.00% | −31−4.2% | Reduced |
| Basecamp Wealth Advisors LLC | 721 | $6.47K | 0.00% | +721 | New |
| Allworth Financial LP | 727 | $6.53K | 0.00% | −782−51.8% | Reduced |
| Evolution Wealth Management Inc. | 750 | $6.74K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 756 | $6.79K | 0.00% | −322−29.9% | Reduced |
| Golden State Wealth Management, LLC | 768 | $6.90K | 0.00% | −6,500−89.4% | Reduced |
| Bessemer Group Inc | 770 | $7.00K | 0.00% | −1,049−57.7% | Reduced |
| Covestor Ltd | 815 | $7.00K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 787 | $7.07K | 0.00% | +275+53.7% | Added |
| Huntington National Bank | 796 | $7.15K | 0.00% | −30−3.6% | Reduced |
| Edmond de Rothschild Holding S.A. | 844 | $7.58K | 0.00% | +844 | New |
| Bare Financial Services, Inc | 864 | $7.76K | 0.00% | +333+62.7% | Added |
| TSFG, LLC | 904 | $8.00K | 0.00% | +359+65.9% | Added |
| Toronto Dominion Bank | 934 | $8.39K | 0.00% | −103,045−99.1% | Reduced |
| Creative Financial Designs Inc | 939 | $8.43K | 0.00% | +641+215.1% | Added |
| Tompkins Financial Corp | 1,000 | $8.98K | 0.00% | +1,000 | New |
| Delos Wealth Advisors, LLC | 1,000 | $8.98K | 0.01% | +1,000 | New |
| Signature Resources Capital Management, LLC | 1,000 | $8.98K | 0.00% | +1,000 | New |
| Elequin Capital LP | 1,011 | $9.08K | 0.00% | +1,011 | New |
| Fifth Third Bancorp | 1,032 | $9.27K | 0.00% | −909−46.8% | Reduced |
| Umb Bank N A | 1,063 | $9.55K | 0.00% | −335−24.0% | Reduced |
| Kemnay Advisory Services Inc. | 1,063 | $9.55K | 0.00% | +1,063 | New |
| Massmutual Trust Co FSB | 1,132 | $10.2K | 0.00% | −142−11.1% | Reduced |
| Harbour Investments, Inc. | 1,200 | $10.8K | 0.00% | −100−7.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,261 | $11.3K | 0.00% | +212+20.2% | Added |
| Versant Capital Management, Inc | 1,262 | $11.3K | 0.00% | −1,318−51.1% | Reduced |
| Sound Income Strategies, LLC | 1,044 | $11.9K | 0.00% | +161+18.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 1,377 | $12.4K | 0.00% | +1,377 | New |
