| Avion Wealth | 80 | $0 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 33 | $0 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $13 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2 | $13 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $40 | 0.00% | −30−83.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 10 | $67 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 10 | $67 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 14 | $95 | 0.00% | +9+180.0% | Added |
| Concord Wealth Partners | 18 | $120 | 0.00% | −100−84.7% | Reduced |
| Crewe Advisors LLC | 19 | $128 | 0.00% | +19 | New |
| New Millennium Group LLC | 20 | $134 | 0.00% | +16+400.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 20 | $134 | 0.00% | +20 | New |
| North Star Investment Management Corp. | 27 | $181 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 30 | $201 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 41 | $227 | 0.00% | +41 | New |
| ORG Partners LLC | 40 | $267 | 0.00% | +40 | New |
| Armstrong Advisory Group, Inc | 40 | $268 | 0.00% | −1,223−96.8% | Reduced |
| Provence Wealth Management Group | 46 | $308 | 0.00% | +46 | New |
| Salem Investment Counselors Inc | 52 | $348 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 75 | $502 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 82 | $549 | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 90 | $602 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 96 | $642 | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 100 | $648 | 0.00% | +100 | New |
| Fifth Third Bancorp | 100 | $669 | 0.00% | −60−37.5% | Reduced |
| Bogart Wealth, LLC | 100 | $669 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 100 | $669 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $669 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 100 | $669 | 0.00% | 00.0% | Unchanged |
| Legacy Financial Group LLC | 100 | $669 | 0.00% | +100 | New |
| IAG Wealth Partners, LLC | 109 | $729 | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 110 | $736 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 115 | $769 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 119 | $796 | 0.00% | +43+56.6% | Added |
| Kelly Financial Services LLC | 120 | $801 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 120 | $803 | 0.00% | −101−45.7% | Reduced |
| Bell Investment Advisors, Inc | 123 | $823 | 0.00% | −98−44.3% | Reduced |
| Global Financial Private Client, LLC | 150 | $972 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 200 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 117 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 107 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syntax Research, Inc. | 150 | $1.00K | 0.00% | +150 | New |
| Financial Synergies Wealth Advisors, Inc. | 152 | $1.02K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 173 | $1.16K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 200 | $1.34K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $1.34K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 200 | $1.34K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 200 | $1.34K | 0.00% | +200 | New |
| Coppell Advisory Solutions LLC | 250 | $1.42K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 262 | $1.75K | 0.00% | +91+53.2% | Added |
| Ronald Blue Trust, Inc. | 225 | $2.00K | 0.00% | −384−63.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 227 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 265 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 284 | $2.00K | 0.00% | +51+21.9% | Added |
| NBC Securities, Inc. | 300 | $2.00K | 0.00% | +300 | New |
| Harvest Fund Management Co., Ltd | 232 | $2.00K | 0.00% | +232 | New |
| Wolff Wiese Magana LLC | 300 | $2.01K | 0.00% | −2,300−88.5% | Reduced |
| First Manhattan Co | 300 | $2.01K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $2.01K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 339 | $2.27K | 0.00% | −1−0.3% | Reduced |
| PSI Advisors, LLC | 360 | $2.41K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 376 | $2.52K | 0.00% | −106−22.0% | Reduced |
| Proequities, Inc. | 400 | $2.68K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 400 | $2.68K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 400 | $2.68K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 411 | $2.75K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 433 | $2.90K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 437 | $2.92K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 500 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 530 | $3.31K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $3.35K | 0.00% | −250−33.3% | Reduced |
| Colonial Trust Advisors | 500 | $3.35K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 540 | $3.61K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 582 | $3.89K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 598 | $4.00K | 0.00% | +598 | New |
| Newbridge Financial Services Group, Inc. | 600 | $4.01K | 0.00% | −724−54.7% | Reduced |
| Credential Qtrade Securities Inc. | 600 | $4.01K | 0.00% | +600 | New |
| Venturi Wealth Management, LLC | 610 | $4.08K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 629 | $4.10K | 0.00% | +18+2.9% | Added |
| GoalVest Advisory LLC | 623 | $4.17K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 641 | $4.29K | 0.00% | +641 | New |
| Beaird Harris Wealth Management, LLC | 650 | $4.35K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 669 | $4.48K | 0.00% | −288−30.1% | Reduced |
| Mendota Financial Group, LLC | 720 | $4.82K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 736 | $4.92K | 0.00% | +88+13.6% | Added |
| Covestor Ltd | 758 | $5.00K | 0.00% | −4−0.5% | Reduced |
| Tradition Wealth Management, LLC | 756 | $5.00K | 0.00% | +756 | New |
| Column Capital Advisors, LLC | 800 | $5.35K | 0.00% | +800 | New |
| Baker Avenue Asset Management, LP | 804 | $5.38K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 950 | $5.40K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 847 | $5.67K | 0.00% | +19+2.3% | Added |
| Parkside Financial Bank & Trust | 878 | $5.88K | 0.00% | +60+7.3% | Added |
| Huntington National Bank | 899 | $6.01K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 950 | $6.36K | 0.00% | 00.0% | Unchanged |
| Spotlight Asset Group, Inc. | 1,000 | $6.69K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 1,000 | $6.69K | 0.00% | +1,000 | New |
| Sunbelt Securities, Inc. | 1,030 | $6.89K | 0.00% | +1,000+3,333.3% | Added |
| Blue Bell Private Wealth Management, LLC | 1,100 | $7.36K | 0.00% | −158−12.6% | Reduced |
| Albion Financial Group | 1,103 | $7.38K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 1,104 | $7.39K | 0.00% | −211−16.0% | Reduced |