| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Cordant, Inc. | 1 | $200 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 1 | $302 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1 | $302 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $302 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $302 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $302 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $302 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $303 | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 1 | $305 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $592 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $603 | 0.00% | −23−92.0% | Reduced |
| Trust Co | 2 | $603 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $604 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $604 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $604 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $604 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $748 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $905 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $905 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 3 | $905 | 0.00% | +3 | New |
| Bare Financial Services, Inc | 3 | $905 | 0.00% | +3 | New |
| Bartlett & Co. Wealth Management LLC | 3 | $908 | 0.00% | +1+50.0% | Added |
| Atlas Capital Advisors LLC | 4 | $1.21K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 4 | $1.21K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 4 | $1.21K | 0.00% | +4 | New |
| JPL Wealth Management, LLC | 4 | $1.21K | 0.00% | +4 | New |
| Financial Consulate, Inc | 4 | $1.21K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 4 | $1.21K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 5 | $1.51K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5 | $1.51K | 0.00% | −146−96.7% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $1.51K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.51K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.51K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 6 | $1.81K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $2.11K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 8 | $2.33K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 8 | $2.41K | 0.00% | +8 | New |
| BOK Financial Private Wealth, Inc. | 8 | $2.42K | 0.00% | +8 | New |
| Financial Network Wealth Advisors LLC | 8 | $2.47K | 0.00% | −6−42.9% | Reduced |
| Zions Bancorporation, National Association | 9 | $2.71K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $2.71K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 9 | $2.71K | 0.00% | +5+125.0% | Added |
| Webster Bank, N. A. | 9 | $2.71K | 0.00% | +9 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $2.72K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $2.72K | 0.00% | +5+125.0% | Added |
| Bay Harbor Wealth Management, LLC | 10 | $3.02K | 0.00% | −1−9.1% | Reduced |
| J.Safra Asset Management Corp | 10 | $3.02K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $3.02K | 0.00% | +4+66.7% | Added |
| Kilter Group LLC | 11 | $3.32K | 0.00% | +1+10.0% | Added |
| Dogwood Wealth Management LLC | 11 | $3.32K | 0.00% | +2+22.2% | Added |
| Rialto Wealth Management, LLC | 11 | $3.32K | 0.00% | +5+83.3% | Added |
| Eastern Bank | 12 | $3.62K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 12 | $3.62K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 12 | $3.62K | 0.00% | +3+33.3% | Added |
| Axiom Investment Management LLC | 12 | $3.62K | 0.00% | +12 | New |
| Fairman Group, LLC | 12 | $3.63K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 12 | $3.76K | 0.00% | +2+20.0% | Added |
| Creative Capital Management Investments LLC | 13 | $3.92K | 0.00% | +13 | New |
| Tower View Investment Management & Research LLC | 14 | $4.22K | 0.00% | −3−17.6% | Reduced |
| Torren Management, LLC | 15 | $4.53K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 18 | $4.80K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 16 | $4.83K | 0.00% | +16 | New |
| Action Point Financial Planning, LLC | 18 | $5.13K | 0.00% | +18 | New |
| United Financial Planning Group LLC | 17 | $5.13K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 17 | $5.13K | 0.00% | +7+70.0% | Added |
| IMG Wealth Management, Inc. | 17 | $5.13K | 0.00% | +17 | New |
| SBI Securities Co., Ltd. | 18 | $5.43K | 0.00% | −3−14.3% | Reduced |
| Bogart Wealth, LLC | 18 | $5.43K | 0.00% | +16+800.0% | Added |
| Plato Investment Management Ltd | 19 | $5.70K | 0.00% | −26−57.8% | Reduced |
| First Horizon Corp | 19 | $5.73K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 20 | $6.03K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 21 | $6.34K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 23 | $6.97K | 0.00% | +1+4.5% | Added |
| Marquette Asset Management, LLC | 24 | $7.24K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 26 | $7.84K | 0.00% | +26 | New |
| Silver Grove Financial Group, Inc. | 26 | $7.84K | 0.00% | +26 | New |
| Albion Financial Group | 27 | $8.15K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 28 | $8.45K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 28 | $8.45K | 0.00% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 30 | $9.05K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 31 | $9.35K | 0.00% | +27+675.0% | Added |
| Owl Creek Wealth Partners LLC | 31 | $9.35K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 32 | $9.65K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 33 | $9.96K | 0.00% | −237−87.8% | Reduced |
| Farmers & Merchants Investments Inc | 34 | $10.3K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 34 | $10.3K | 0.00% | +24+240.0% | Added |
| Cornerstone Planning Group LLC | 36 | $10.5K | 0.00% | +6+20.0% | Added |
| Bruce G. Allen Investments, LLC | 35 | $10.6K | 0.01% | −22−38.6% | Reduced |
| Boreal Capital Management LLC | 35 | $10.6K | 0.01% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 35 | $10.6K | 0.00% | +35 | New |
| AdvisorNet Financial, Inc | 36 | $10.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 36 | $10.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 38 | $11.5K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 39 | $11.8K | 0.01% | +3+8.3% | Added |
| Redwood Park Advisors LLC | 41 | $12.2K | 0.01% | +1+2.5% | Added |
| Fortitude Family Office, LLC | 43 | $13.0K | 0.00% | −1−2.3% | Reduced |
| LRI Investments, LLC | 43 | $13.0K | 0.00% | +4+10.3% | Added |
| Private Wealth Management Group, LLC | 44 | $13.3K | 0.00% | 00.0% | Unchanged |