| Avion Wealth | 4 | $0 | 0.00% | −21−84.0% | Reduced |
| State of Wyoming | 1 | $174 | 0.00% | −374−99.7% | Reduced |
| WestEnd Advisors, LLC | 1 | $174 | 0.00% | −1−50.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $174 | 0.00% | −1−50.0% | Reduced |
| Valued Wealth Advisors LLC | 1 | $174 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1 | $174 | 0.00% | +1 | New |
| NorthAvenue LLC | 1 | $174 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 2 | $347 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $348 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $374 | 0.00% | −2−50.0% | Reduced |
| Dunhill Financial, LLC | 2 | $408 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $520 | 0.00% | +1+50.0% | Added |
| Rialto Wealth Management, LLC | 3 | $521 | 0.00% | −3−50.0% | Reduced |
| Raffa Wealth Management, LLC | 3 | $521 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 3 | $521 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $521 | 0.00% | +2+200.0% | Added |
| Stephens Consulting, LLC | 3 | $521 | 0.00% | +3 | New |
| Aspect Partners, LLC | 3 | $521 | 0.00% | +3 | New |
| Clayton Financial Group LLC | 3 | $521 | 0.00% | +3 | New |
| United Financial Planning Group LLC | 3 | $521 | 0.00% | +3 | New |
| Clark Wealth Partners | 3 | $542 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4 | $694 | 0.00% | −2−33.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $867 | 0.00% | +5 | New |
| First Horizon Corp | 5 | $868 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5 | $868 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 5 | $868 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 5 | $924 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 6 | $1.00K | 0.00% | +6 | New |
| Cullen/Frost Bankers, Inc. | 6 | $1.04K | 0.00% | +2+50.0% | Added |
| Sankala Group LLC | 7 | $1.08K | 0.00% | +7 | New |
| Manchester Capital Management LLC | 7 | $1.22K | 0.00% | −5−41.7% | Reduced |
| Hughes Financial Services, LLC | 7 | $1.22K | 0.00% | +4+133.3% | Added |
| Wealth Watch Advisors, INC | 7 | $1.22K | 0.00% | +5+250.0% | Added |
| Bare Financial Services, Inc | 7 | $1.22K | 0.00% | +7 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 7 | $1.22K | 0.00% | +7 | New |
| Westfuller Advisors, LLC | 7 | $1.22K | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 9 | $1.56K | 0.00% | +8+800.0% | Added |
| Kilter Group LLC | 10 | $1.74K | 0.00% | +2+25.0% | Added |
| Hoey Investments, Inc | 10 | $1.74K | 0.00% | +10 | New |
| Sachetta, LLC | 11 | $1.91K | 0.00% | −24−68.6% | Reduced |
| Howard Hughes Medical Institute | 11 | $1.91K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 12 | $2.08K | 0.00% | +12 | New |
| CBIZ Investment Advisory Services, LLC | 13 | $2.26K | 0.00% | −22−62.9% | Reduced |
| Ares Financial Consulting, LLC | 13 | $2.26K | 0.00% | +13 | New |
| MV Capital Management, Inc. | 13 | $2.26K | 0.00% | −42−76.4% | Reduced |
| Financial Consulate, Inc | 13 | $2.26K | 0.00% | +5+62.5% | Added |
| Bayforest Capital Ltd | 14 | $2.43K | 0.00% | +14 | New |
| UMA Financial Services, Inc. | 16 | $2.78K | 0.00% | −50−75.8% | Reduced |
| Red Tortoise LLC | 16 | $2.78K | 0.00% | +16 | New |
| Murphy & Mullick Capital Management Corp | 16 | $2.78K | 0.00% | +16 | New |
| Meeder Asset Management Inc | 17 | $2.95K | 0.00% | −16,893−99.9% | Reduced |
| Atlantic Trust, LLC | 17 | $2.95K | 0.00% | −28−62.2% | Reduced |
| Motiv8 Investments LLC | 19 | $3.00K | 0.00% | +19 | New |
| Cape Investment Advisory, Inc. | 18 | $3.12K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 19 | $3.30K | 0.00% | −1−5.0% | Reduced |
| True Wealth Design, LLC | 22 | $3.82K | 0.00% | −726−97.1% | Reduced |
| Armstrong Advisory Group, Inc | 22 | $3.82K | 0.00% | −15−40.5% | Reduced |
| Ogorek Anthony Joseph | 24 | $4.00K | 0.00% | +6+33.3% | Added |
| Essential Partners LLC | 24 | $4.17K | 0.00% | −6,253−99.6% | Reduced |
| Root Financial Partners, LLC | 24 | $4.17K | 0.00% | −6−20.0% | Reduced |
| JFS Wealth Advisors, LLC | 24 | $4.17K | 0.00% | +5+26.3% | Added |
| GWM Advisors LLC | 26 | $4.51K | 0.00% | −2,250−98.9% | Reduced |
| Colonial Trust Co | 28 | $4.75K | 0.00% | +11+64.7% | Added |
| Roble, Belko & Company, Inc | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 30 | $5.21K | 0.00% | −2,096−98.6% | Reduced |
| Abound Wealth Management | 30 | $5.21K | 0.00% | −7−18.9% | Reduced |
| Islay Capital Management, LLC | 31 | $5.38K | 0.00% | −16−34.0% | Reduced |
| Private Wealth Management Group, LLC | 32 | $5.55K | 0.00% | −95−74.8% | Reduced |
| Prestige Wealth Management Group LLC | 32 | $5.55K | 0.00% | +21+190.9% | Added |
| WealthCollab, LLC | 33 | $5.73K | 0.00% | +13+65.0% | Added |
| Rossby Financial, LCC | 36 | $6.25K | 0.00% | +36 | New |
| Smithfield Trust Co | 40 | $7.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 41 | $7.12K | 0.00% | −212−83.8% | Reduced |
| ORG Partners LLC | 42 | $7.29K | 0.00% | +31+281.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 45 | $7.81K | 0.00% | +45 | New |
| FNY Investment Advisers, LLC | 50 | $8.00K | 0.00% | +50 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 48 | $8.33K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 50 | $8.68K | 0.00% | −76−60.3% | Reduced |
| Private Trust Co NA | 53 | $9.20K | 0.00% | +46+657.1% | Added |
| Sunbelt Securities, Inc. | 55 | $9.54K | 0.00% | −34−38.2% | Reduced |
| TD Private Client Wealth LLC | 56 | $9.72K | 0.00% | +13+30.2% | Added |
| Bell Investment Advisors, Inc | 57 | $9.89K | 0.00% | +29+103.6% | Added |
| Fortitude Family Office, LLC | 57 | $9.89K | 0.00% | +54+1,800.0% | Added |
| GW&K Investment Management, LLC | 57 | $10.0K | 0.00% | −73−56.2% | Reduced |
| Ancora Advisors, LLC | 66 | $11.5K | 0.00% | +66 | New |
| CoreCap Advisors, LLC | 68 | $11.8K | 0.00% | +63+1,260.0% | Added |
| MCF Advisors LLC | 70 | $12.1K | 0.00% | +31+79.5% | Added |
| Whittier Trust Co of Nevada Inc | 66 | $12.2K | 0.00% | +1+1.5% | Added |
| ZRC Wealth Management, LLC | 71 | $12.3K | 0.00% | +53+294.4% | Added |
| Spire Wealth Management | 75 | $13.0K | 0.00% | +34+82.9% | Added |
| SageView Advisory Group, LLC | 75 | $13.0K | 0.00% | +75 | New |
| Clear Street Markets LLC | 76 | $13.2K | 0.00% | −857−91.9% | Reduced |
| Salomon & Ludwin, LLC | 83 | $15.2K | 0.00% | +60+260.9% | Added |
| MAI Capital Management | 91 | $15.8K | 0.00% | +20+28.2% | Added |
| Rothschild Investment LLC | 94 | $16.4K | 0.00% | −2,552−96.4% | Reduced |
| Harbor Investment Advisory, LLC | 100 | $17.4K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 105 | $18.2K | 0.01% | +105 | New |
| Signature Equity Partners, LLC | 106 | $18.4K | 0.01% | +106 | New |
| Transamerica Financial Advisors, Inc. | 107 | $18.6K | 0.00% | +89+494.4% | Added |
| Creative Financial Designs Inc | 108 | $18.7K | 0.00% | +1+0.9% | Added |
