| Avion Wealth | 64 | $0 | 0.00% | +64 | New |
| Bay Harbor Wealth Management, LLC | 1 | $15 | 0.00% | −4−80.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 1 | $15 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $30 | 0.00% | −15−88.2% | Reduced |
| West Financial Advisors, LLC | 3 | $45 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $45 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 4 | $60 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $60 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $60 | 0.00% | +4 | New |
| Legacy Wealth Managment, LLC | 6 | $90 | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 7 | $105 | 0.00% | +7 | New |
| Shelton Wealth Management, LLC | 8 | $120 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $120 | 0.00% | +8 | New |
| Bruce G. Allen Investments, LLC | 12 | $180 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 12 | $180 | 0.00% | +12 | New |
| Quaker Wealth Management, LLC | 12 | $180 | 0.00% | +12 | New |
| Evolution Wealth Management Inc. | 20 | $300 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 22 | $330 | 0.00% | −8−26.7% | Reduced |
| JFS Wealth Advisors, LLC | 22 | $330 | 0.00% | −7−24.1% | Reduced |
| Essential Investment Partners LLC | 25 | $375 | 0.00% | +25 | New |
| Massmutual Trust Co FSB | 30 | $450 | 0.00% | −8−21.1% | Reduced |
| Cromwell Holdings LLC | 30 | $450 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 30 | $450 | 0.00% | +30 | New |
| Investors Portfolio Services LLC | 30 | $450 | 0.00% | +30 | New |
| Ares Financial Consulting, LLC | 33 | $495 | 0.00% | +33 | New |
| UMA Financial Services, Inc. | 34 | $510 | 0.00% | +34 | New |
| Optima Capital LLC | 38 | $570 | 0.00% | +38 | New |
| TFC Financial Management | 45 | $675 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 50 | $750 | 0.00% | +50 | New |
| Principia Wealth Advisory, LLC | 58 | $870 | 0.00% | +51+728.6% | Added |
| TD Private Client Wealth LLC | 62 | $930 | 0.00% | +62 | New |
| Bogart Wealth, LLC | 64 | $960 | 0.00% | +5+8.5% | Added |
| Tradewinds Capital Management, LLC | 65 | $975 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 65 | $975 | 0.00% | +35+116.7% | Added |
| Cheviot Value Management, LLC | 68 | $1.01K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 69 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 88 | $1.32K | 0.00% | +88 | New |
| Ronald Blue Trust, Inc. | 89 | $1.33K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 91 | $1.36K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 91 | $1.36K | 0.00% | +91 | New |
| Clearstead Advisors, LLC | 92 | $1.38K | 0.00% | −156−62.9% | Reduced |
| Root Financial Partners, LLC | 93 | $1.40K | 0.00% | −89−48.9% | Reduced |
| Private Wealth Management Group, LLC | 95 | $1.43K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $1.50K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 100 | $1.50K | 0.00% | +100 | New |
| International Assets Investment Management, LLC | 100 | $1.50K | 0.00% | +100 | New |
| Bear Mountain Capital, Inc. | 119 | $1.67K | 0.00% | +10+9.2% | Added |
| Flagship Harbor Advisors, LLC | 115 | $1.73K | 0.00% | +115 | New |
| Winthrop Capital Management, LLC | 125 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 141 | $2.12K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 169 | $2.54K | 0.00% | +169 | New |
| Atlantic Edge Private Wealth Management, LLC | 200 | $3.00K | 0.00% | +200 | New |
| Ankerstar Wealth, LLC | 200 | $3.00K | 0.00% | +200 | New |
| NBC Securities, Inc. | 231 | $3.46K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 250 | $3.75K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 277 | $4.16K | 0.00% | −574−67.5% | Reduced |
| Archer Investment Corp | 300 | $4.50K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 300 | $4.50K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 304 | $4.56K | 0.00% | −444−59.4% | Reduced |
| Bare Financial Services, Inc | 305 | $4.58K | 0.00% | +305 | New |
| Bank of Jackson Hole Trust | 316 | $4.74K | 0.00% | +316 | New |
| Parkside Financial Bank & Trust | 322 | $4.83K | 0.00% | −615−65.6% | Reduced |
| 1 North Wealth Services LLC | 375 | $5.63K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 400 | $6.00K | 0.00% | −444−52.6% | Reduced |
| GAMMA Investing LLC | 416 | $6.24K | 0.00% | −476−53.4% | Reduced |
| Marquette Asset Management, LLC | 417 | $6.25K | 0.00% | +304+269.0% | Added |
| Huntington National Bank | 427 | $6.41K | 0.00% | +19+4.7% | Added |
| SageView Advisory Group, LLC | 430 | $6.45K | 0.00% | +430 | New |
| Wilkerson Advisory Group LLC | 444 | $6.66K | 0.00% | +444 | New |
| Newbridge Financial Services Group, Inc. | 500 | $7.50K | 0.00% | −900−64.3% | Reduced |
| Comerica Bank | 500 | $7.50K | 0.00% | −884−63.9% | Reduced |
| Versant Capital Management, Inc | 506 | $7.59K | 0.00% | −146−22.4% | Reduced |
| Hantz Financial Services, Inc. | 551 | $8.00K | 0.00% | −13−2.3% | Reduced |
| Smartleaf Asset Management LLC | 552 | $8.43K | 0.00% | −3−0.5% | Reduced |
| Bell Investment Advisors, Inc | 592 | $8.88K | 0.00% | +502+557.8% | Added |
| University of Texas/Texas Am Investment Managment Co | 626 | $9.39K | 0.00% | +626 | New |
| Geneos Wealth Management Inc. | 725 | $10.9K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 747 | $11.2K | 0.01% | +747 | New |
| True Wealth Design, LLC | 897 | $13.5K | 0.00% | +815+993.9% | Added |
| Signaturefd, LLC | 921 | $13.8K | 0.00% | −189−17.0% | Reduced |
| MAI Capital Management | 962 | $14.4K | 0.00% | −863−47.3% | Reduced |
| Wolff Wiese Magana LLC | 1,000 | $15.0K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 1,000 | $15.0K | 0.00% | +1,000 | New |
| Atlantic Union Bankshares Corp | 1,103 | $16.5K | 0.00% | −60−5.2% | Reduced |
| Rakuten Securities, Inc. | 1,189 | $17.8K | 0.01% | −2,251−65.4% | Reduced |
| Umb Bank N A | 1,267 | $19.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,285 | $19.3K | 0.00% | −46−3.5% | Reduced |
| N.E.W. Advisory Services LLC | 1,355 | $20.3K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,408 | $21.1K | 0.00% | −46−3.2% | Reduced |
| Danske Bank A/S | 1,500 | $22.5K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1,500 | $22.9K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,680 | $23.4K | 0.00% | +1,680 | New |
| Vega Investment Solutions | 1,822 | $27.3K | 0.00% | +1,822 | New |
| Assetmark, Inc | 1,906 | $28.6K | 0.00% | +1,668+700.8% | Added |
| Barrett & Company, Inc. | 2,000 | $30.0K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,228 | $33.4K | 0.00% | −19,689−89.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 2,400 | $36.0K | 0.00% | −11,091−82.2% | Reduced |
| Spurstone Advisory Services, LLC | 2,500 | $37.5K | 0.59% | +1,000+66.7% | Added |
| EFG International AG | 2,760 | $41.4K | 0.00% | +2,760 | New |
| MPWM Advisory Solutions, LLC | 2,800 | $42.0K | 0.02% | −200−6.7% | Reduced |