| Huntington National Bank | 1 | $58 | 0.00% | −22−95.7% | Reduced |
| Bogart Wealth, LLC | 1 | $58 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $174 | 0.00% | +3 | New |
| Kilter Group LLC | 4 | $232 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $289 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $289 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 7 | $405 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $405 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 7 | $405 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8 | $462 | 0.00% | +8 | New |
| First Command Advisory Services, Inc. | 8 | $462 | 0.00% | +8 | New |
| Armstrong Advisory Group, Inc | 8 | $463 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 10 | $578 | 0.00% | +10 | New |
| Richardson Financial Services Inc. | 12 | $694 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 12 | $704 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13 | $747 | 0.00% | −3−18.8% | Reduced |
| MBM Wealth Consultants, LLC | 13 | $751 | 0.00% | +13 | New |
| JNBA Financial Advisors | 15 | $867 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 15 | $867 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 16 | $925 | 0.00% | +16 | New |
| Elevated Capital Advisors, LLC | 17 | $983 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 18 | $1.04K | 0.00% | −672−97.4% | Reduced |
| Park Place Capital Corp | 18 | $1.04K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 18 | $1.04K | 0.00% | +15+500.0% | Added |
| Washington Trust Advisors, Inc. | 19 | $1.10K | 0.00% | −82−81.2% | Reduced |
| Godfrey Financial Associates, Inc. | 20 | $1.16K | 0.00% | +1+5.3% | Added |
| Zions Bancorporation, National Association | 21 | $1.21K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 21 | $1.21K | 0.00% | +21 | New |
| Lodestone Wealth Management LLC | 24 | $1.39K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 24 | $1.39K | 0.00% | +2+9.1% | Added |
| Cornerstone Financial Management LLC | 24 | $1.39K | 0.00% | +8+50.0% | Added |
| Geneos Wealth Management Inc. | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 26 | $1.50K | 0.00% | −41−61.2% | Reduced |
| MPWM Advisory Solutions, LLC | 27 | $1.56K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 29 | $1.68K | 0.00% | +2+7.4% | Added |
| Benson Wealth Management INC | 32 | $1.85K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 32 | $1.85K | 0.00% | +9+39.1% | Added |
| Burk Holdings LLC | 32 | $1.85K | 0.00% | +32 | New |
| Pacifica Partners Inc. | 34 | $1.97K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 35 | $2.02K | 0.00% | +35 | New |
| Golden State Equity Partners | 37 | $2.14K | 0.00% | +37 | New |
| Highline Wealth Partners LLC | 37 | $2.14K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 37 | $2.16K | 0.00% | −25−40.3% | Reduced |
| IMA Wealth, Inc. | 42 | $2.43K | 0.00% | −6−12.5% | Reduced |
| Paladin Partners, LLC | 45 | $2.60K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 46 | $2.66K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 47 | $2.72K | 0.00% | +47 | New |
| Bruce G. Allen Investments, LLC | 48 | $2.77K | 0.00% | 00.0% | Unchanged |
| Wealth Science Advisors LLC | 39 | $2.81K | 0.00% | +39 | New |
| Nemes Rush Group LLC | 52 | $3.01K | 0.00% | −1−1.9% | Reduced |
| JFS Wealth Advisors, LLC | 52 | $3.01K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 54 | $3.12K | 0.00% | +54 | New |
| RMG Wealth Management LLC | 58 | $3.28K | 0.00% | +58 | New |
| Central Trust Co | 58 | $3.35K | 0.00% | +57+5,700.0% | Added |
| Hager Investment Management Services, LLC | 59 | $3.41K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 62 | $3.58K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 67 | $3.87K | 0.00% | +67 | New |
| City Holding Co | 68 | $3.93K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 69 | $3.99K | 0.00% | +3+4.5% | Added |
| Capital Analysts, LLC | 77 | $4.00K | 0.00% | −82−51.6% | Reduced |
| GW&K Investment Management, LLC | 62 | $4.00K | 0.00% | +8+14.8% | Added |
| Larson Financial Group LLC | 71 | $4.10K | 0.00% | −582−89.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 75 | $4.35K | 0.00% | +22+41.5% | Added |
| Caitlin John, LLC | 78 | $4.51K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 82 | $4.58K | 0.00% | −39−32.2% | Reduced |
| CVA Family Office, LLC | 82 | $4.74K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 82 | $4.74K | 0.00% | +82 | New |
| Signature Equity Partners, LLC | 90 | $5.20K | 0.00% | −2−2.2% | Reduced |
| True Wealth Design, LLC | 90 | $5.20K | 0.00% | +32+55.2% | Added |
| Leonteq Securities AG | 93 | $5.38K | 0.00% | −30−24.4% | Reduced |
| UMA Financial Services, Inc. | 101 | $5.84K | 0.00% | +14+16.1% | Added |
| WPG Advisers, LLC | 102 | $5.90K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 105 | $6.09K | 0.00% | +82+356.5% | Added |
| Clearstead Advisors, LLC | 112 | $6.47K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 114 | $6.59K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 137 | $7.46K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 131 | $7.57K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 134 | $7.87K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 147 | $8.50K | 0.00% | +147 | New |
| Hollencrest Capital Management | 150 | $8.67K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 155 | $8.96K | 0.00% | +155 | New |
| Oakworth Capital, Inc. | 157 | $9.07K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 165 | $9.54K | 0.00% | +95+135.7% | Added |
| Bell Investment Advisors, Inc | 172 | $9.94K | 0.00% | −93−35.1% | Reduced |
| ORG Wealth Partners, LLC | 173 | $10.0K | 0.00% | +88+103.5% | Added |
| Owl Creek Wealth Partners LLC | 195 | $11.3K | 0.00% | +195 | New |
| WealthCollab, LLC | 206 | $11.9K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 211 | $12.2K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 226 | $13.1K | 0.00% | +226 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 228 | $13.2K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 240 | $13.9K | 0.00% | −30−11.1% | Reduced |
| First Horizon Corp | 264 | $15.3K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 257 | $15.4K | 0.00% | +195+314.5% | Added |
| Rexford Capital Inc | 268 | $15.5K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 286 | $16.5K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 289 | $16.7K | 0.00% | +289 | New |
| JCIC Asset Management Inc. | 290 | $16.8K | 0.01% | −68,018−99.6% | Reduced |
| FNY Investment Advisers, LLC | 309 | $17.0K | 0.01% | −691−69.1% | Reduced |
| Brown Brothers Harriman & Co | 299 | $17.3K | 0.00% | −216−41.9% | Reduced |