| Hemington Wealth Management | 7 | $0 | 0.00% | −447−98.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $5 | 0.00% | −2−66.7% | Reduced |
| JFS Wealth Advisors, LLC | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2 | $8 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $8 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $8 | 0.00% | +2 | New |
| Fortitude Family Office, LLC | 3 | $12 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $13 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 5 | $21 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $21 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 6 | $25 | 0.00% | −2−25.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 8 | $33 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 8 | $33 | 0.00% | +4+100.0% | Added |
| Wood Tarver Financial Group, LLC | 9 | $38 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 10 | $42 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 18 | $75 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 25 | $104 | 0.00% | +25 | New |
| North Star Investment Management Corp. | 27 | $112 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 33 | $137 | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 40 | $163 | 0.00% | +40 | New |
| Mather Group, LLC. | 40 | $166 | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 40 | $166 | 0.00% | +40 | New |
| DecisionPoint Financial, LLC | 50 | $208 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 40 | $208 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $208 | 0.00% | +50 | New |
| Lord & Richards Wealth Management, LLC | 50 | $208 | 0.00% | +50 | New |
| MV Capital Management, Inc. | 51 | $213 | 0.00% | +34+200.0% | Added |
| Salem Investment Counselors Inc | 52 | $217 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 52 | $217 | 0.00% | +52 | New |
| Painted Porch Advisors LLC | 70 | $291 | 0.00% | +70 | New |
| Activest Wealth Management | 75 | $312 | 0.00% | −10−11.8% | Reduced |
| IAG Wealth Partners, LLC | 80 | $333 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 85 | $354 | 0.00% | +85 | New |
| Missouri Trust & Investment Co | 90 | $374 | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 90 | $374 | 0.00% | +90 | New |
| Financial Perspectives, Inc | 96 | $399 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 107 | $400 | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $416 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 100 | $416 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 100 | $416 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 100 | $416 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 100 | $416 | 0.00% | +100 | New |
| CVA Family Office, LLC | 101 | $420 | 0.00% | +101 | New |
| Stonebridge Financial Group, LLC | 105 | $437 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 107 | $445 | 0.00% | +107 | New |
| Winch Advisory Services, LLC | 117 | $487 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 125 | $520 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 136 | $566 | 0.00% | +42+44.7% | Added |
| Syntax Research, Inc. | 150 | $624 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 145 | $627 | 0.00% | −25−14.7% | Reduced |
| Dogwood Wealth Management LLC | 155 | $645 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 166 | $691 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 182 | $758 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 200 | $832 | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 200 | $832 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 200 | $832 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 200 | $832 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 202 | $840 | 0.00% | +202 | New |
| Vermillion Wealth Management, Inc. | 214 | $890 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 220 | $916 | 0.00% | +220 | New |
| Skandinaviska Enskilda Banken AB (publ) | 227 | $944 | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 247 | $1.00K | 0.00% | −18−6.8% | Reduced |
| Future Financial Wealth Managment LLC | 250 | $1.04K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 267 | $1.11K | 0.00% | +216+423.5% | Added |
| N.E.W. Advisory Services LLC | 272 | $1.13K | 0.00% | +272 | New |
| Raffa Wealth Management, LLC | 300 | $1.25K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 300 | $1.25K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 300 | $1.25K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 325 | $1.35K | 0.00% | +200+160.0% | Added |
| Costello Asset Management, INC | 328 | $1.36K | 0.00% | +328 | New |
| PSI Advisors, LLC | 360 | $1.50K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $1.58K | 0.00% | −2,949−100.0% | Reduced |
| Massmutual Trust Co FSB | 387 | $1.61K | 0.00% | +387 | New |
| Quadrant Capital Group LLC | 393 | $1.64K | 0.00% | −2,047−83.9% | Reduced |
| Colonial Trust Advisors | 400 | $1.66K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management LLP | 400 | $1.66K | 0.00% | +400 | New |
| Quent Capital, LLC | 408 | $1.70K | 0.00% | −219−34.9% | Reduced |
| Stephens Consulting, LLC | 411 | $1.71K | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 431 | $1.79K | 0.00% | −897−67.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 475 | $1.98K | 0.00% | −17,970−97.4% | Reduced |
| Bessemer Group Inc | 435 | $2.00K | 0.00% | +235+117.5% | Added |
| Russell Investments Group, Ltd. | 483 | $2.01K | 0.00% | +6+1.3% | Added |
| Central Trust Co | 500 | $2.08K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 500 | $2.08K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 500 | $2.08K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 500 | $2.08K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 505 | $2.10K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 518 | $2.15K | 0.00% | −1,812−77.8% | Reduced |
| Curio Wealth, LLC | 2 | $2.31K | 0.00% | −435−99.5% | Reduced |
| SWAN Capital LLC | 600 | $2.50K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 626 | $2.60K | 0.00% | +426+213.0% | Added |
| Larson Financial Group LLC | 627 | $2.61K | 0.00% | −103−14.1% | Reduced |
| BFSG, LLC | 638 | $2.65K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 676 | $2.81K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 750 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 850 | $3.54K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 869 | $3.62K | 0.00% | +869 | New |
| Rothschild Investment LLC | 900 | $3.74K | 0.00% | +25+2.9% | Added |
| NBC Securities, Inc. | 1,000 | $4.00K | 0.00% | +999+99,900.0% | Added |
| Principal Securities, Inc. | 792 | $4.11K | 0.00% | 00.0% | Unchanged |