| Avion Wealth | 11 | $0 | 0.00% | −25−69.4% | Reduced |
| Ogorek Anthony Joseph | 4 | $0 | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 1 | $88 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $88 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $88 | 0.00% | +1 | New |
| Napier Financial, LLC | 1 | $88 | 0.00% | +1 | New |
| Synergy Investment Management, LLC | 2 | $175 | 0.00% | +2 | New |
| MidFirst Bank | 2 | $175 | 0.00% | +2 | New |
| Strategic Advocates LLC | 3 | $263 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $263 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $263 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $264 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $350 | 0.00% | +2+100.0% | Added |
| Dunhill Financial, LLC | 4 | $389 | 0.00% | −2−33.3% | Reduced |
| HFM Investment Advisors, LLC | 5 | $438 | 0.00% | −2−28.6% | Reduced |
| WestEnd Advisors, LLC | 5 | $438 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 5 | $438 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5 | $438 | 0.00% | +5 | New |
| Bogart Wealth, LLC | 5 | $438 | 0.00% | +5 | New |
| Portus Wealth Advisors, LLC | 5 | $438 | 0.00% | +5 | New |
| TopTier Wealth Management, LLC | 5 | $438 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 6 | $526 | 0.00% | −17−73.9% | Reduced |
| South State Corp. | 6 | $526 | 0.00% | −6−50.0% | Reduced |
| Bare Financial Services, Inc | 6 | $526 | 0.00% | −5−45.5% | Reduced |
| Hughes Financial Services, LLC | 6 | $526 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 7 | $613 | 0.00% | −14−66.7% | Reduced |
| WPG Advisers, LLC | 7 | $613 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $613 | 0.00% | +3+75.0% | Added |
| Addison Advisors LLC | 7 | $614 | 0.00% | +7 | New |
| International Assets Investment Management, LLC | 7 | $615 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 8 | $701 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $701 | 0.00% | +5+166.7% | Added |
| Quaker Wealth Management, LLC | 8 | $701 | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 9 | $789 | 0.00% | +1+12.5% | Added |
| Signature Equity Partners, LLC | 10 | $876 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 12 | $1.05K | 0.00% | +5+71.4% | Added |
| American Capital Advisory, LLC | 12 | $1.05K | 0.00% | +12 | New |
| SBI Securities Co., Ltd. | 14 | $1.23K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 16 | $1.40K | 0.00% | −147−90.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $1.40K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 16 | $1.40K | 0.00% | +16 | New |
| Bruce G. Allen Investments, LLC | 18 | $1.58K | 0.00% | +12+200.0% | Added |
| Bay Harbor Wealth Management, LLC | 19 | $1.66K | 0.00% | +9+90.0% | Added |
| Raffa Wealth Management, LLC | 20 | $1.75K | 0.00% | +2+11.1% | Added |
| Clayton Financial Group LLC | 20 | $1.75K | 0.00% | −1−4.8% | Reduced |
| Retirement Wealth Solutions LLC | 20 | $1.75K | 0.00% | +3+17.6% | Added |
| Whittier Trust Co of Nevada Inc | 20 | $1.77K | 0.00% | +20 | New |
| Capital Advisors, Ltd. LLC | 23 | $2.00K | 0.00% | −3−11.5% | Reduced |
| First Horizon Corp | 23 | $2.02K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 24 | $2.10K | 0.00% | +17+242.9% | Added |
| NVWM, LLC | 25 | $2.19K | 0.00% | +5+25.0% | Added |
| Asset Dedication, LLC | 26 | $2.28K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 27 | $2.38K | 0.00% | +27 | New |
| Grove Bank & Trust | 32 | $2.80K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 33 | $2.89K | 0.00% | +5+17.9% | Added |
| IFP Advisors, Inc | 34 | $2.98K | 0.00% | +3+9.7% | Added |
| NBT Bank N A | 36 | $3.16K | 0.00% | −61−62.9% | Reduced |
| United Financial Planning Group LLC | 39 | $3.42K | 0.00% | +39 | New |
| Cornerstone Planning Group LLC | 38 | $3.51K | 0.00% | +16+72.7% | Added |
| Whipplewood Advisors, LLC | 41 | $3.59K | 0.00% | +41 | New |
| True Wealth Design, LLC | 41 | $3.59K | 0.00% | +41 | New |
| Owl Creek Wealth Partners LLC | 42 | $3.68K | 0.00% | +42 | New |
| Prestige Wealth Management Group LLC | 43 | $3.77K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 44 | $3.85K | 0.00% | +44 | New |
| New England Capital Financial Advisors LLC | 46 | $4.00K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 46 | $4.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 48 | $4.21K | 0.00% | +30+166.7% | Added |
| LRI Investments, LLC | 49 | $4.29K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $4.38K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 51 | $4.47K | 0.00% | −8−13.6% | Reduced |
| IMA Wealth, Inc. | 51 | $4.47K | 0.00% | +51 | New |
| Harbour Investments, Inc. | 51 | $4.47K | 0.00% | −26−33.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 52 | $4.56K | 0.00% | +52 | New |
| Red Tortoise LLC | 53 | $4.64K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 53 | $4.64K | 0.00% | +8+17.8% | Added |
| Heritage Wealth Advisors | 60 | $5.26K | 0.00% | +60 | New |
| Ares Financial Consulting, LLC | 61 | $5.32K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 69 | $6.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 76 | $6.66K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 77 | $6.75K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 77 | $6.75K | 0.00% | +77 | New |
| GW&K Investment Management, LLC | 82 | $7.00K | 0.00% | +7+9.3% | Added |
| CoreCap Advisors, LLC | 80 | $7.01K | 0.00% | −6−7.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 85 | $7.45K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 83 | $7.72K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 89 | $7.80K | 0.00% | −215−70.7% | Reduced |
| Close Asset Management Ltd | 90 | $8.00K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 93 | $8.15K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 93 | $8.15K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 95 | $8.22K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $8.76K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 100 | $8.76K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 101 | $8.81K | 0.01% | +1+1.0% | Added |
| Centerpoint Advisors, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 105 | $9.20K | 0.00% | +62+144.2% | Added |
| Zions Bancorporation, National Association | 120 | $10.5K | 0.00% | +95+380.0% | Added |
| TD Waterhouse Canada Inc. | 120 | $10.6K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 141 | $12.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 145 | $12.7K | 0.00% | −84−36.7% | Reduced |
| Salomon & Ludwin, LLC | 143 | $12.7K | 0.00% | −58−28.9% | Reduced |