| Avion Wealth | 2 | $0 | 0.00% | −2−50.0% | Reduced |
| Torren Management, LLC | 1 | $480 | 0.00% | −31−96.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 1 | $480 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1 | $480 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $480 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $481 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $481 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $481 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $481 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $481 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1 | $489 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $691 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $960 | 0.00% | −1−33.3% | Reduced |
| USA Financial Portformulas Corp | 2 | $960 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2 | $960 | 0.00% | +2 | New |
| MJT & Associates Financial Advisory Group, Inc. | 2 | $961 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $1.44K | 0.00% | +2+200.0% | Added |
| Cornerstone Financial Management LLC | 3 | $1.44K | 0.00% | −4−57.1% | Reduced |
| Cromwell Holdings LLC | 3 | $1.44K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $1.44K | 0.00% | +1+50.0% | Added |
| Vermillion Wealth Management, Inc. | 3 | $1.44K | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $1.92K | 0.00% | +2+100.0% | Added |
| MV Capital Management, Inc. | 4 | $1.92K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $1.92K | 0.00% | +2+100.0% | Added |
| Highline Wealth Partners LLC | 4 | $1.92K | 0.00% | +4 | New |
| RMG Wealth Management LLC | 5 | $2.09K | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $2.40K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $2.40K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $2.40K | 0.00% | +2+66.7% | Added |
| Rakuten Securities, Inc. | 5 | $2.40K | 0.00% | +3+150.0% | Added |
| ZRC Wealth Management, LLC | 5 | $2.40K | 0.00% | +5 | New |
| First Pacific Financial | 6 | $2.88K | 0.00% | −1−14.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 6 | $2.88K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $3.36K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 8 | $3.84K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 9 | $4.32K | 0.00% | +2+28.6% | Added |
| Innovative Asset Advisors Group, LLC | 9 | $4.32K | 0.00% | +9 | New |
| Hartford Financial Management Inc. | 10 | $4.80K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 10 | $4.80K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 10 | $4.89K | 0.00% | −10−50.0% | Reduced |
| Tredje AP-fonden | 11 | $5.28K | 0.00% | −9,989−99.9% | Reduced |
| Anfield Capital Management, LLC | 11 | $5.28K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 11 | $5.28K | 0.00% | +1+10.0% | Added |
| Triumph Capital Management | 11 | $5.28K | 0.00% | +11 | New |
| High Note Wealth, LLC | 12 | $5.76K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $6.24K | 0.00% | −9,455−99.9% | Reduced |
| MidFirst Bank | 13 | $6.24K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 13 | $6.24K | 0.00% | +12+1,200.0% | Added |
| Salomon & Ludwin, LLC | 13 | $6.48K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 14 | $6.72K | 0.00% | +14 | New |
| Twin Peaks Wealth Advisors, LLC | 14 | $6.72K | 0.00% | +14 | New |
| Bravera Wealth | 15 | $7.20K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $7.68K | 0.00% | −1−5.9% | Reduced |
| Cedar Mountain Advisors, LLC | 17 | $8.16K | 0.00% | −2−10.5% | Reduced |
| JPL Wealth Management, LLC | 17 | $8.16K | 0.00% | +17 | New |
| Financial Network Wealth Advisors LLC | 18 | $8.64K | 0.01% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 18 | $8.64K | 0.00% | 00.0% | Unchanged |
| American National Bank | 19 | $9.12K | 0.00% | +5+35.7% | Added |
| Danske Bank A/S | 20 | $9.60K | 0.00% | −380−95.0% | Reduced |
| McGuire Capital Advisors Inc | 20 | $9.60K | 0.01% | −98−83.1% | Reduced |
| Graney & King, LLC | 20 | $9.60K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 20 | $9.60K | 0.00% | +20 | New |
| Avalon Trust Co | 21 | $10.1K | 0.00% | +21 | New |
| Sound Income Strategies, LLC | 21 | $10.3K | 0.00% | +7+50.0% | Added |
| Farmers & Merchants Investments Inc | 22 | $10.6K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 22 | $10.6K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 23 | $11.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 23 | $11.0K | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 24 | $11.5K | 0.00% | −9−27.3% | Reduced |
| Fairscale Capital, LLC | 25 | $12.0K | 0.01% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 25 | $12.0K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 26 | $12.5K | 0.01% | +26 | New |
| Meramec Financial Planners, LLC | 25 | $13.2K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 28 | $13.4K | 0.01% | +28 | New |
| Golden State Equity Partners | 29 | $13.9K | 0.00% | +29 | New |
| Operose Advisors LLC | 30 | $14.4K | 0.00% | −70−70.0% | Reduced |
| JFS Wealth Advisors, LLC | 30 | $14.4K | 0.00% | −1−3.2% | Reduced |
| Mather Group, LLC. | 30 | $14.4K | 0.00% | +30 | New |
| City Holding Co | 32 | $15.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 36 | $15.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 34 | $16.3K | 0.00% | +4+13.3% | Added |
| CVA Family Office, LLC | 35 | $16.8K | 0.00% | +32+1,066.7% | Added |
| Harbour Investments, Inc. | 35 | $17.2K | 0.00% | +35 | New |
| Signature Equity Partners, LLC | 36 | $17.3K | 0.01% | −132−78.6% | Reduced |
| Quent Capital, LLC | 38 | $18.2K | 0.00% | −16−29.6% | Reduced |
| Community Bank, N.A. | 40 | $19.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 42 | $20.2K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 42 | $20.2K | 0.01% | +42 | New |
| Hilltop National Bank | 43 | $20.6K | 0.00% | +43 | New |
| Acadian Asset Management LLC | 44 | $21.0K | 0.00% | −437−90.9% | Reduced |
| Keating Financial Advisory Services, Inc. | 49 | $23.5K | 0.00% | −650−93.0% | Reduced |
| GHP Investment Advisors, Inc. | 50 | $24.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 50 | $24.0K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 51 | $24.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 51 | $24.5K | 0.00% | +15+41.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 54 | $25.9K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 56 | $26.9K | 0.00% | −359−86.5% | Reduced |
| SJS Investment Consulting Inc. | 57 | $27.4K | 0.00% | −15−20.8% | Reduced |