| Avion Wealth | 1 | $0 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 0 | $107 | 0.00% | −43−100.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 0 | $165 | 0.00% | 0 | New |
| North Star Investment Management Corp. | 1 | $401 | 0.00% | −5−83.3% | Reduced |
| PayPay Securities Corp | 1 | $401 | 0.02% | −1−50.0% | Reduced |
| NVWM, LLC | 1 | $401 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 1 | $401 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $401 | 0.00% | +1 | New |
| Planning Strategies Inc. | 1 | $401 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $402 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $402 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 2 | $777 | 0.00% | −4,277−100.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $797 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $803 | 0.00% | −41−95.3% | Reduced |
| Bogart Wealth, LLC | 2 | $803 | 0.00% | −2−50.0% | Reduced |
| Manchester Capital Management LLC | 2 | $803 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $803 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 2 | $805 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Colonial Trust Co | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $1.20K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $1.20K | 0.00% | +3 | New |
| West Paces Advisors Inc. | 3 | $1.20K | 0.00% | +3 | New |
| UMA Financial Services, Inc. | 3 | $1.21K | 0.00% | −6−66.7% | Reduced |
| Asset Dedication, LLC | 3 | $1.21K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $1.21K | 0.00% | +2+200.0% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 3 | $1.21K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $1.32K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 4 | $1.61K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4 | $1.61K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 4 | $1.61K | 0.00% | +4 | New |
| Bartlett & Co. Wealth Management LLC | 4 | $1.61K | 0.00% | +3+300.0% | Added |
| Park Square Financial Group, LLC | 5 | $2.01K | 0.02% | −5−50.0% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 5 | $2.01K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $2.01K | 0.00% | +1+25.0% | Added |
| FWL Investment Management, LLC | 5 | $2.01K | 0.00% | +5 | New |
| Marquette Asset Management, LLC | 5 | $2.01K | 0.00% | −14−73.7% | Reduced |
| Heritage Wealth Advisors | 6 | $2.41K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $2.41K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 7 | $2.81K | 0.00% | −14−66.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 7 | $2.81K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 7 | $2.81K | 0.00% | +4+133.3% | Added |
| Trust Co of Vermont | 7 | $2.81K | 0.00% | +7 | New |
| Cape Investment Advisory, Inc. | 7 | $2.81K | 0.00% | +7 | New |
| Ogorek Anthony Joseph | 8 | $3.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $3.21K | 0.00% | −1−11.1% | Reduced |
| Signature Resources Capital Management, LLC | 8 | $3.21K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 8 | $3.21K | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 8 | $3.21K | 0.00% | +5+166.7% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $3.61K | 0.00% | −1−10.0% | Reduced |
| South State Corp. | 9 | $3.61K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 9 | $3.61K | 0.00% | +3+50.0% | Added |
| Hughes Financial Services, LLC | 9 | $3.61K | 0.00% | +7+350.0% | Added |
| IFG Advisory, LLC | 9 | $3.61K | 0.00% | +9 | New |
| International Assets Investment Management, LLC | 10 | $3.98K | 0.00% | +3+42.9% | Added |
| Dunhill Financial, LLC | 9 | $3.99K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 10 | $4.01K | 0.00% | +10 | New |
| Tounjian Advisory Partners, LLC | 10 | $4.01K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $4.01K | 0.00% | +1+11.1% | Added |
| Rialto Wealth Management, LLC | 10 | $4.01K | 0.00% | +1+11.1% | Added |
| Bradley & Co. Private Wealth Management, LLC | 10 | $4.02K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $4.42K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 11 | $4.42K | 0.00% | +4+57.1% | Added |
| Private Wealth Management Group, LLC | 12 | $4.82K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 13 | $5.22K | 0.00% | +13 | New |
| Kilter Group LLC | 13 | $5.22K | 0.00% | −1−7.1% | Reduced |
| Sachetta, LLC | 13 | $5.22K | 0.00% | +1+8.3% | Added |
| Newbridge Financial Services Group, Inc. | 13 | $5.24K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 14 | $5.62K | 0.00% | +1+7.7% | Added |
| J.Safra Asset Management Corp | 15 | $6.02K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $6.02K | 0.00% | +15 | New |
| HM Payson & Co | 15 | $6.02K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 15 | $6.02K | 0.00% | +15 | New |
| Clark Wealth Partners | 16 | $6.44K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 16 | $6.44K | 0.00% | +7+77.8% | Added |
| Westfuller Advisors, LLC | 16 | $6.47K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 17 | $6.82K | 0.00% | −10−37.0% | Reduced |
| IMA Wealth, Inc. | 17 | $6.84K | 0.00% | +6+54.5% | Added |
| Rossby Financial, LCC | 19 | $7.63K | 0.00% | −7−26.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 19 | $7.63K | 0.00% | −4−17.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 19 | $7.63K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 21 | $8.00K | 0.00% | −7−25.0% | Reduced |
| Ares Financial Consulting, LLC | 20 | $8.03K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 20 | $8.03K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $8.53K | 0.00% | −4−15.4% | Reduced |
| Medallion Wealth Advisors, LLC | 22 | $8.83K | 0.00% | +22 | New |
| Cherry Tree Wealth Management, LLC | 22 | $8.83K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 23 | $9.37K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 24 | $9.63K | 0.00% | +17+242.9% | Added |
| LRI Investments, LLC | 25 | $10.0K | 0.00% | +3+13.6% | Added |
| Atlantic Edge Private Wealth Management, LLC | 25 | $10.0K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 26 | $10.4K | 0.01% | 00.0% | Unchanged |
| Security National Bank of So Dak | 27 | $10.8K | 0.01% | +27 | New |
| Wedbush Fund Advisers, LLC | 28 | $11.2K | 0.00% | +28 | New |
| Ritter Daniher Financial Advisory LLC | 28 | $11.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29 | $11.6K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 29 | $11.7K | 0.00% | −136−82.4% | Reduced |
| Harbor Investment Advisory, LLC | 32 | $12.8K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 32 | $12.8K | 0.00% | 00.0% | Unchanged |