| Avion Wealth | 10 | $0 | 0.00% | −23−69.7% | Reduced |
| Penserra Capital Management LLC | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $51 | 0.00% | −5−83.3% | Reduced |
| MidFirst Bank | 2 | $101 | 0.00% | +2 | New |
| Napier Financial, LLC | 2 | $101 | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 4 | $195 | 0.00% | −19−82.6% | Reduced |
| Dunhill Financial, LLC | 4 | $205 | 0.00% | −4−50.0% | Reduced |
| Portus Wealth Advisors, LLC | 5 | $252 | 0.00% | +5 | New |
| Seneschal Advisors, LLC | 5 | $253 | 0.00% | +1+25.0% | Added |
| Owl Creek Wealth Partners LLC | 5 | $253 | 0.00% | +5 | New |
| Crewe Advisors LLC | 6 | $303 | 0.00% | −37−86.0% | Reduced |
| SWAN Capital LLC | 6 | $303 | 0.00% | +6 | New |
| Arlington Trust Co LLC | 6 | $303 | 0.00% | +6 | New |
| Evolution Wealth Management Inc. | 7 | $353 | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 7 | $365 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $404 | 0.00% | −8−50.0% | Reduced |
| HFM Investment Advisors, LLC | 8 | $404 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 9 | $454 | 0.00% | −1−10.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 9 | $469 | 0.00% | −9−50.0% | Reduced |
| WestEnd Advisors, LLC | 10 | $504 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $504 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 11 | $555 | 0.00% | +7+175.0% | Added |
| Bogart Wealth, LLC | 12 | $605 | 0.00% | +2+20.0% | Added |
| City State Bank | 13 | $656 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $656 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 13 | $656 | 0.00% | +13 | New |
| Imprint Wealth LLC | 15 | $757 | 0.00% | −61−80.3% | Reduced |
| Clayton Financial Group LLC | 15 | $757 | 0.00% | +15 | New |
| Wall Street Financial Group, Inc. | 15 | $757 | 0.00% | +15 | New |
| Cedar Mountain Advisors, LLC | 19 | $958 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 20 | $1.01K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 21 | $1.06K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 21 | $1.06K | 0.00% | +21 | New |
| Ares Financial Consulting, LLC | 22 | $1.06K | 0.00% | −50−69.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 24 | $1.21K | 0.00% | +5+26.3% | Added |
| ZRC Wealth Management, LLC | 24 | $1.23K | 0.00% | +24 | Added |
| N.E.W. Advisory Services LLC | 25 | $1.26K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 26 | $1.31K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $1.36K | 0.00% | +16+145.5% | Added |
| Corsicana & Co. | 18 | $1.48K | 0.00% | +18 | New |
| Red Tortoise LLC | 30 | $1.51K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 30 | $1.51K | 0.00% | +30 | New |
| DiNuzzo Private Wealth, Inc. | 31 | $1.56K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 33 | $1.67K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 33 | $1.67K | 0.00% | −9−21.4% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 35 | $1.76K | 0.00% | +35 | New |
| Curat Global, LLC | 36 | $1.82K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 40 | $2.02K | 0.00% | +40 | New |
| Cranbrook Wealth Management, LLC | 45 | $2.27K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 46 | $2.32K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 48 | $2.42K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 50 | $2.52K | 0.00% | −320−86.5% | Reduced |
| Burk Holdings LLC | 52 | $2.62K | 0.00% | +52 | New |
| Nalls Sherbakoff Group, LLC | 55 | $2.77K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 55 | $2.77K | 0.00% | +55 | New |
| Winch Advisory Services, LLC | 57 | $2.88K | 0.00% | −58−50.4% | Reduced |
| High Note Wealth, LLC | 58 | $2.93K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 58 | $2.93K | 0.00% | +58 | New |
| Spire Wealth Management | 59 | $2.98K | 0.00% | +20+51.3% | Added |
| Kilter Group LLC | 63 | $3.18K | 0.00% | +42+200.0% | Added |
| SHP Wealth Management | 65 | $3.26K | 0.00% | −10−13.3% | Reduced |
| TD Capital Management LLC | 66 | $3.33K | 0.00% | +66 | New |
| Westfuller Advisors, LLC | 70 | $3.52K | 0.00% | −18−20.5% | Reduced |
| JFS Wealth Advisors, LLC | 74 | $3.73K | 0.00% | −67−47.5% | Reduced |
| Signature Equity Partners, LLC | 78 | $3.93K | 0.00% | +65+500.0% | Added |
| Evermay Wealth Management LLC | 78 | $3.94K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 79 | $3.98K | 0.00% | −6−7.1% | Reduced |
| Bruce G. Allen Investments, LLC | 82 | $4.14K | 0.00% | −92−52.9% | Reduced |
| Cornerstone Financial Management LLC | 82 | $4.14K | 0.00% | +28+51.9% | Added |
| SJS Investment Consulting Inc. | 82 | $4.14K | 0.00% | +50+156.3% | Added |
| UMA Financial Services, Inc. | 91 | $4.59K | 0.00% | +8+9.6% | Added |
| Bare Financial Services, Inc | 96 | $4.84K | 0.00% | +96 | New |
| Prestige Wealth Management Group LLC | 97 | $4.89K | 0.00% | −3−3.0% | Reduced |
| Raffa Wealth Management, LLC | 97 | $4.89K | 0.00% | +4+4.3% | Added |
| Oakworth Capital, Inc. | 100 | $5.04K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 100 | $5.04K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $5.04K | 0.00% | +100 | New |
| Private Wealth Asset Management, LLC | 101 | $5.09K | 0.00% | −2−1.9% | Reduced |
| Kemnay Advisory Services Inc. | 102 | $5.14K | 0.00% | +102 | New |
| Whipplewood Advisors, LLC | 102 | $5.14K | 0.00% | +102 | New |
| Aster Capital Management (DIFC) Ltd | 64 | $5.27K | 0.00% | +64 | New |
| Merkkuri Wealth Advisors LLC | 104 | $5.27K | 0.00% | +104 | New |
| Montag A & Associates Inc | 105 | $5.30K | 0.00% | +105 | New |
| Rossby Financial, LCC | 114 | $5.51K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 114 | $5.75K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 118 | $5.95K | 0.00% | +49+71.0% | Added |
| Valley National Advisers Inc | 132 | $6.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 130 | $6.56K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 141 | $7.00K | 0.00% | −97−40.8% | Reduced |
| Covestor Ltd | 138 | $7.00K | 0.00% | −75−35.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 140 | $7.06K | 0.00% | −32−18.6% | Reduced |
| Hickory Point Bank & Trust | 140 | $7.06K | 0.00% | +140 | New |
| CNB Bank | 142 | $7.16K | 0.00% | −25−15.0% | Reduced |
| MV Capital Management, Inc. | 155 | $7.82K | 0.00% | −67−30.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 158 | $7.97K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 160 | $8.07K | 0.00% | −217−57.6% | Reduced |
| Sachetta, LLC | 161 | $8.12K | 0.00% | −178−52.5% | Reduced |
| Salomon & Ludwin, LLC | 167 | $8.16K | 0.00% | −201−54.6% | Reduced |
| Cornerstone Planning Group LLC | 182 | $8.78K | 0.00% | +181+18,100.0% | Added |