| Avion Wealth | 3 | $0 | 0.00% | −4−57.1% | Reduced |
| Raleigh Capital Management Inc. | 0 | $9 | 0.00% | 0 | Unchanged |
| SBI Securities Co., Ltd. | 1 | $250 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 1 | $250 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $250 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1 | $254 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 2 | $501 | 0.00% | −29−93.5% | Reduced |
| HFM Investment Advisors, LLC | 2 | $501 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $501 | 0.00% | +2 | New |
| Pinnacle Wealth Planning Services, Inc. | 3 | $751 | 0.00% | −3−50.0% | Reduced |
| Creative Financial Designs Inc | 3 | $751 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $751 | 0.00% | +3 | New |
| Intentional Wealth Strategies, LLC | 3 | $751 | 0.00% | +3 | New |
| Central Trust Co | 3 | $752 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 4 | $1.03K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $1.25K | 0.00% | +1+25.0% | Added |
| Cary Street Partners Financial LLC | 5 | $1.25K | 0.00% | +5 | New |
| Sachetta, LLC | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $1.25K | 0.00% | +5 | New |
| Bare Financial Services, Inc | 6 | $1.50K | 0.00% | +6 | New |
| Kilter Group LLC | 6 | $1.50K | 0.00% | +6 | New |
| First Horizon Corp | 7 | $1.75K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $1.75K | 0.00% | +5+250.0% | Added |
| First Pacific Financial | 7 | $1.78K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $1.94K | 0.00% | +6+600.0% | Added |
| ZRC Wealth Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 8 | $2.00K | 0.00% | +8 | New |
| Marquette Asset Management, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 9 | $2.25K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 9 | $2.25K | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 9 | $2.27K | 0.00% | +2+28.6% | Added |
| Clearstead Advisors, LLC | 10 | $2.50K | 0.00% | −560−98.2% | Reduced |
| Whipplewood Advisors, LLC | 10 | $2.50K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $2.76K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $2.76K | 0.00% | +2+22.2% | Added |
| Valued Wealth Advisors LLC | 11 | $2.77K | 0.00% | +7+175.0% | Added |
| Cornerstone Planning Group LLC | 10 | $2.77K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $3.01K | 0.00% | +6+100.0% | Added |
| WPG Advisers, LLC | 13 | $3.26K | 0.00% | −1−7.1% | Reduced |
| MPWM Advisory Solutions, LLC | 14 | $3.51K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 14 | $3.55K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 15 | $3.76K | 0.00% | +15 | New |
| High Note Wealth, LLC | 16 | $4.01K | 0.00% | −1−5.9% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 16 | $4.01K | 0.00% | +16 | New |
| TD Capital Management LLC | 16 | $4.10K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 18 | $4.51K | 0.00% | −18−50.0% | Reduced |
| Dogwood Wealth Management LLC | 19 | $4.76K | 0.00% | −11−36.7% | Reduced |
| Cedar Mountain Advisors, LLC | 20 | $5.01K | 0.00% | +20 | New |
| Keating Financial Advisory Services, Inc. | 21 | $5.26K | 0.00% | −5−19.2% | Reduced |
| Harbour Investments, Inc. | 24 | $5.99K | 0.00% | +11+84.6% | Added |
| Anchor Investment Management, LLC | 25 | $6.26K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 25 | $6.26K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 25 | $6.26K | 0.00% | +18+257.1% | Added |
| Innovative Asset Advisors Group, LLC | 25 | $6.26K | 0.00% | +25 | New |
| Bogart Wealth, LLC | 27 | $6.76K | 0.00% | +4+17.4% | Added |
| Private Wealth Asset Management, LLC | 27 | $6.76K | 0.00% | +27 | New |
| Farmers & Merchants Investments Inc | 29 | $7.26K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 30 | $7.51K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 31 | $7.76K | 0.00% | +16+106.7% | Added |
| Covestor Ltd | 32 | $8.00K | 0.01% | −180−84.9% | Reduced |
| Rossby Financial, LCC | 33 | $8.38K | 0.00% | +19+135.7% | Added |
| Highline Wealth Partners LLC | 34 | $8.52K | 0.00% | +34 | New |
| Acumen Wealth Advisors, LLC | 34 | $8.52K | 0.00% | −16−32.0% | Reduced |
| Capital Advisors, Ltd. LLC | 34 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $9.52K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 39 | $9.77K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 40 | $10.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $10.8K | 0.00% | −5−10.4% | Reduced |
| Golden State Wealth Management, LLC | 46 | $11.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 50 | $12.4K | 0.00% | +10+25.0% | Added |
| New England Capital Financial Advisors LLC | 50 | $12.5K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 54 | $13.5K | 0.00% | +54 | New |
| Contravisory Investment Management, Inc. | 55 | $13.8K | 0.00% | −26−32.1% | Reduced |
| Basecamp Wealth Advisors LLC | 58 | $14.5K | 0.00% | +2+3.6% | Added |
| Northwestern Mutual Wealth Management Co | 59 | $14.8K | 0.00% | −24−28.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 65 | $16.3K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 67 | $17.0K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 71 | $17.8K | 0.00% | +71 | New |
| Bartlett & Co. Wealth Management LLC | 68 | $18.4K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 76 | $19.0K | 0.01% | +29+61.7% | Added |
| Quent Capital, LLC | 88 | $22.0K | 0.00% | −17−16.2% | Reduced |
| Massmutual Trust Co FSB | 91 | $22.8K | 0.00% | +9+11.0% | Added |
| International Assets Investment Management, LLC | 91 | $23.1K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 103 | $25.8K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 103 | $25.8K | 0.00% | +23+28.7% | Added |
| Cullen/Frost Bankers, Inc. | 111 | $27.9K | 0.00% | +14+14.4% | Added |
| Hilltop National Bank | 113 | $28.3K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 116 | $29.1K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 116 | $29.1K | 0.00% | +74+176.2% | Added |
| Align Financial, LLC | 119 | $29.8K | 0.02% | −30,626−99.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 157 | $39.3K | 0.00% | +87+124.3% | Added |
| MAI Capital Management | 166 | $41.6K | 0.00% | +55+49.5% | Added |
| Root Financial Partners, LLC | 177 | $44.3K | 0.00% | +61+52.6% | Added |