| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| Leonteq Securities AG | 1 | $25 | 0.00% | −3,054−100.0% | Reduced |
| Cornerstone National Bank & Trust Co | 1 | $25 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $50 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 2 | $50 | 0.00% | +2 | New |
| Scarborough Advisors, LLC | 5 | $125 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 5 | $125 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 6 | $150 | 0.00% | +6 | New |
| Seneschal Advisors, LLC | 7 | $175 | 0.00% | −3−30.0% | Reduced |
| MTM Investment Management, LLC | 7 | $175 | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 7 | $175 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 7 | $175 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $200 | 0.00% | −19−70.4% | Reduced |
| Cornerstone Planning Group LLC | 10 | $232 | 0.00% | −10−50.0% | Reduced |
| Team Financial Group, LLC | 10 | $249 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 12 | $299 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 12 | $299 | 0.00% | +12 | New |
| Trust Co | 13 | $324 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 13 | $324 | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 13 | $325 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $338 | 0.00% | −4−23.5% | Reduced |
| 1015 Capital Partners, LLC | 14 | $349 | 0.00% | −5−26.3% | Reduced |
| Davis Asset Management, L.P. | 14 | $349 | 0.00% | +14 | New |
| Hughes Financial Services, LLC | 15 | $374 | 0.00% | +15 | New |
| Principia Wealth Advisory, LLC | 17 | $424 | 0.00% | −2−10.5% | Reduced |
| Millstone Evans Group, LLC | 17 | $424 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $449 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 18 | $449 | 0.00% | +18 | New |
| HFM Investment Advisors, LLC | 19 | $474 | 0.00% | +1+5.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 20 | $502 | 0.00% | +7+53.8% | Added |
| N.E.W. Advisory Services LLC | 22 | $548 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 25 | $623 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 26 | $648 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $648 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 27 | $673 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 28 | $698 | 0.00% | −254−90.1% | Reduced |
| Bogart Wealth, LLC | 28 | $698 | 0.00% | +9+47.4% | Added |
| Investors Portfolio Services LLC | 30 | $736 | 0.00% | +2+7.1% | Added |
| Financial Consulate, Inc | 30 | $749 | 0.00% | +30 | New |
| Intentional Wealth Strategies, LLC | 33 | $823 | 0.00% | +33 | New |
| Harbour Investments, Inc. | 35 | $874 | 0.00% | +12+52.2% | Added |
| Country Trust Bank | 38 | $947 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 38 | $947 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 41 | $1.00K | 0.00% | −20−32.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 44 | $1.10K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 46 | $1.15K | 0.00% | +38+475.0% | Added |
| Spire Wealth Management | 47 | $1.17K | 0.00% | −376−88.9% | Reduced |
| McMillan Office, Inc. | 48 | $1.20K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 48 | $1.20K | 0.00% | +35+269.2% | Added |
| Arlington Trust Co LLC | 48 | $1.20K | 0.00% | +48 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 53 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 55 | $1.37K | 0.00% | +16+41.0% | Added |
| South State Corp. | 57 | $1.42K | 0.00% | +26+83.9% | Added |
| Sunbelt Securities, Inc. | 60 | $1.50K | 0.00% | +60 | New |
| Clear Street Markets LLC | 61 | $1.52K | 0.00% | −494−89.0% | Reduced |
| CoreCap Advisors, LLC | 61 | $1.52K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 61 | $1.53K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 63 | $1.57K | 0.00% | −157−71.4% | Reduced |
| Torren Management, LLC | 64 | $1.60K | 0.00% | −1,910−96.8% | Reduced |
| Raffa Wealth Management, LLC | 65 | $1.62K | 0.00% | +8+14.0% | Added |
| Sound Income Strategies, LLC | 78 | $1.92K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 77 | $1.92K | 0.00% | +77 | New |
| GW&K Investment Management, LLC | 73 | $2.00K | 0.00% | −263−78.3% | Reduced |
| Navigoe, LLC | 104 | $2.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 83 | $2.07K | 0.00% | +2+2.5% | Added |
| Albion Financial Group | 90 | $2.24K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 108 | $2.69K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 118 | $2.94K | 0.00% | −30−20.3% | Reduced |
| TD Private Client Wealth LLC | 119 | $2.97K | 0.00% | +46+63.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 135 | $3.37K | 0.00% | +2+1.5% | Added |
| Clearstead Advisors, LLC | 136 | $3.39K | 0.00% | −947−87.4% | Reduced |
| Rialto Wealth Management, LLC | 137 | $3.42K | 0.00% | +118+621.1% | Added |
| Rocky Mountain Advisers, LLC | 138 | $3.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 140 | $3.49K | 0.00% | −66−32.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 148 | $3.62K | 0.00% | +120+428.6% | Added |
| Owl Creek Wealth Partners LLC | 148 | $3.69K | 0.00% | +148 | New |
| Colonial Trust Advisors | 150 | $3.74K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 153 | $3.81K | 0.00% | +81+112.5% | Added |
| Rakuten Securities, Inc. | 160 | $3.99K | 0.00% | +150+1,500.0% | Added |
| Avion Wealth | 162 | $4.00K | 0.00% | +106+189.3% | Added |
| Manchester Capital Management LLC | 170 | $4.24K | 0.00% | −92−35.1% | Reduced |
| Johnson Financial Group, Inc. | 178 | $4.46K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 181 | $4.51K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 186 | $4.55K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 186 | $4.64K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 198 | $4.94K | 0.00% | +83+72.2% | Added |
| UMA Financial Services, Inc. | 204 | $5.09K | 0.00% | −206−50.2% | Reduced |
| Ares Financial Consulting, LLC | 211 | $5.21K | 0.00% | +211 | New |
| Horizon Financial Services, LLC | 212 | $5.29K | 0.00% | +64+43.2% | Added |
| Grove Bank & Trust | 216 | $5.38K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 221 | $5.51K | 0.00% | +174+370.2% | Added |
| Pinnacle Bancorp, Inc. | 235 | $5.86K | 0.00% | +66+39.1% | Added |
| TD Waterhouse Canada Inc. | 250 | $6.18K | 0.00% | +250 | New |
| Raiffeisen Bank International AG | 269 | $6.67K | 0.00% | +269 | New |
| Wealth Preservation Advisors, LLC | 271 | $6.76K | 0.01% | +271 | New |
| JFS Wealth Advisors, LLC | 273 | $6.82K | 0.00% | −70−20.4% | Reduced |
| SJS Investment Consulting Inc. | 280 | $6.98K | 0.00% | −112−28.6% | Reduced |