| Sound Income Strategies, LLC | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1 | $31 | 0.00% | −65−98.5% | Reduced |
| American Capital Advisory, LLC | 3 | $88 | 0.00% | +3 | New |
| TD Private Client Wealth LLC | 4 | $117 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $142 | 0.00% | +5 | New |
| IMA Wealth, Inc. | 6 | $175 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 9 | $263 | 0.00% | +9 | New |
| Signature Equity Partners, LLC | 9 | $263 | 0.00% | +9 | New |
| Rakuten Securities, Inc. | 10 | $292 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 17 | $509 | 0.00% | +1+6.3% | Added |
| Highline Wealth Partners LLC | 18 | $526 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 18 | $526 | 0.00% | +18 | New |
| Marquette Asset Management, LLC | 19 | $556 | 0.00% | +19 | New |
| Hughes Financial Services, LLC | 22 | $643 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 27 | $789 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 27 | $789 | 0.00% | +27 | New |
| Bay Harbor Wealth Management, LLC | 33 | $964 | 0.00% | +10+43.5% | Added |
| Brown, Lisle/Cummings, Inc. | 35 | $1.02K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 35 | $1.02K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 35 | $1.02K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 46 | $1.09K | 0.01% | −44−48.9% | Reduced |
| JNBA Financial Advisors | 38 | $1.11K | 0.00% | +38 | New |
| Manchester Capital Management LLC | 41 | $1.20K | 0.00% | +41 | New |
| Geneos Wealth Management Inc. | 42 | $1.23K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 44 | $1.29K | 0.00% | +44 | New |
| Picton Mahoney Asset Management | 46 | $1.34K | 0.00% | −35,955−99.9% | Reduced |
| Wealth Watch Advisors, INC | 46 | $1.34K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 47 | $1.37K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 56 | $1.64K | 0.00% | +4+7.7% | Added |
| Elevated Capital Advisors, LLC | 62 | $1.81K | 0.00% | +62 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 63 | $1.84K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 64 | $1.87K | 0.00% | +64 | New |
| Transamerica Financial Advisors, Inc. | 65 | $1.90K | 0.00% | −4−5.8% | Reduced |
| Rossby Financial, LCC | 65 | $1.90K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 92 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 81 | $2.37K | 0.00% | +81 | New |
| Prestige Wealth Management Group LLC | 87 | $2.54K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 89 | $2.60K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 89 | $2.60K | 0.00% | +89 | New |
| Rosenberg Matthew Hamilton | 91 | $2.66K | 0.00% | +91 | New |
| Massmutual Trust Co FSB | 95 | $2.78K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 99 | $2.90K | 0.00% | +99 | New |
| Cornerstone Financial Management LLC | 100 | $2.92K | 0.00% | +100 | New |
| Private Trust Co NA | 101 | $2.95K | 0.00% | −55−35.3% | Reduced |
| Optima Capital LLC | 109 | $3.19K | 0.00% | +109 | New |
| Westside Investment Management, Inc. | 112 | $3.27K | 0.00% | +112 | New |
| Kayne Anderson Rudnick Investment Management LLC | 112 | $3.30K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 115 | $3.36K | 0.00% | +115 | New |
| LRI Investments, LLC | 130 | $3.80K | 0.00% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 135 | $3.94K | 0.00% | +135 | New |
| Capital Advisors, Ltd. LLC | 124 | $4.00K | 0.00% | −35−22.0% | Reduced |
| CVA Family Office, LLC | 139 | $4.06K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 140 | $4.09K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 142 | $4.15K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 147 | $4.29K | 0.00% | +147 | New |
| Cary Street Partner Investment Advisory LLC | 152 | $4.44K | 0.00% | +27+21.6% | Added |
| Keating Financial Advisory Services, Inc. | 162 | $4.73K | 0.00% | +162 | New |
| SageView Advisory Group, LLC | 170 | $4.97K | 0.00% | +170 | New |
| GHP Investment Advisors, Inc. | 180 | $5.26K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 192 | $5.61K | 0.00% | −77−28.6% | Reduced |
| ORG Partners LLC | 196 | $5.73K | 0.00% | +196 | New |
| Farmers & Merchants Investments Inc | 200 | $5.84K | 0.00% | −10−4.8% | Reduced |
| Sunbelt Securities, Inc. | 203 | $5.93K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 216 | $6.31K | 0.00% | −15−6.5% | Reduced |
| Key Financial Inc | 255 | $7.45K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 272 | $7.95K | 0.00% | +1+0.4% | Added |
| Central Trust Co | 280 | $8.19K | 0.00% | +119+73.9% | Added |
| Medallion Wealth Advisors, LLC | 300 | $8.77K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 317 | $9.26K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 351 | $10.3K | 0.00% | +351 | New |
| CoreCap Advisors, LLC | 352 | $10.3K | 0.00% | +352 | New |
| Harbor Investment Advisory, LLC | 361 | $10.5K | 0.00% | +361 | New |
| Dogwood Wealth Management LLC | 366 | $10.7K | 0.00% | +113+44.7% | Added |
| Nisa Investment Advisors, LLC | 374 | $10.9K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 398 | $11.6K | 0.00% | +398 | New |
| Navalign, LLC | 406 | $11.9K | 0.00% | +406 | New |
| Cornerstone Planning Group LLC | 454 | $12.0K | 0.00% | −1−0.2% | Reduced |
| GoalVest Advisory LLC | 430 | $12.6K | 0.00% | +430 | New |
| Strategic Advocates LLC | 430 | $12.7K | 0.00% | +211+96.3% | Added |
| Parkside Financial Bank & Trust | 445 | $13.0K | 0.00% | +135+43.5% | Added |
| ZRC Wealth Management, LLC | 447 | $13.1K | 0.00% | +406+990.2% | Added |
| Legacy Wealth Managment, LLC | 453 | $13.2K | 0.01% | +110+32.1% | Added |
| JFS Wealth Advisors, LLC | 457 | $13.4K | 0.00% | +108+30.9% | Added |
| TD Capital Management LLC | 537 | $15.7K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 561 | $16.4K | 0.00% | +561 | New |
| RHL Group, LLC | 563 | $16.5K | 0.01% | +563 | New |
| Bell Investment Advisors, Inc | 580 | $16.9K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 604 | $17.6K | 0.00% | −573−48.7% | Reduced |
| Private Wealth Management Group, LLC | 743 | $21.7K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 864 | $25.0K | 0.00% | −501−36.7% | Reduced |
| Basecamp Wealth Advisors LLC | 865 | $25.3K | 0.01% | +865 | New |
| WPG Advisers, LLC | 880 | $25.7K | 0.02% | 00.0% | Unchanged |
| DV Trading LLC | 1,000 | $29.2K | 0.00% | +1,000 | New |
| Clearstead Advisors, LLC | 1,014 | $29.6K | 0.00% | −1,195−54.1% | Reduced |
| Jones Financial Companies LLLP | 1,104 | $32.2K | 0.00% | +164+17.4% | Added |
| Ancora Advisors, LLC | 1,122 | $32.8K | 0.00% | +958+584.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,150 | $33.6K | 0.01% | +150+15.0% | Added |
| V-Square Quantitative Management LLC | 1,243 | $36.3K | 0.00% | +1,243 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,308 | $38.1K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,458 | $42.6K | 0.02% | 00.0% | Unchanged |