| Avion Wealth | 4 | $0 | 0.00% | −12−75.0% | Reduced |
| Silicon Valley Capital Partners | 0 | $1 | 0.00% | 0 | New |
| Dogwood Wealth Management LLC | 1 | $221 | 0.00% | −7−87.5% | Reduced |
| IMA Wealth, Inc. | 1 | $221 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 1 | $221 | 0.00% | +1 | New |
| TIAA Wealth Investment Management LLC | 1 | $221 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $222 | 0.00% | −1−50.0% | Reduced |
| TFC Financial Management | 1 | $222 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 2 | $332 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $442 | 0.00% | +2 | New |
| South State Corp. | 2 | $443 | 0.00% | −14−87.5% | Reduced |
| Seneschal Advisors, LLC | 2 | $443 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $663 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $663 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $663 | 0.00% | +1+50.0% | Added |
| Optiver Holding B.V. | 3 | $663 | 0.00% | +3 | New |
| Sachetta, LLC | 3 | $664 | 0.00% | −2−40.0% | Reduced |
| American Capital Advisory, LLC | 3 | $664 | 0.00% | −1−25.0% | Reduced |
| Tradewinds Capital Management, LLC | 3 | $664 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $885 | 0.00% | −2−33.3% | Reduced |
| Davis Capital Management | 4 | $885 | 0.00% | +3+300.0% | Added |
| Basepoint Wealth LLC | 4 | $896 | 0.00% | −41−91.1% | Reduced |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $1.10K | 0.00% | −9−64.3% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $1.11K | 0.00% | −20−80.0% | Reduced |
| North Star Investment Management Corp. | 5 | $1.11K | 0.00% | −5−50.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 5 | $1.11K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 5 | $1.11K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $1.11K | 0.00% | +1+25.0% | Added |
| 1015 Capital Partners, LLC | 5 | $1.11K | 0.00% | +1+25.0% | Added |
| Principia Wealth Advisory, LLC | 6 | $1.33K | 0.00% | +1+20.0% | Added |
| Vermillion Wealth Management, Inc. | 6 | $1.33K | 0.00% | +6 | New |
| Wall Street Financial Group, Inc. | 6 | $1.33K | 0.00% | +6 | New |
| SHP Wealth Management | 7 | $1.55K | 0.00% | +7 | New |
| Bogart Wealth, LLC | 7 | $1.55K | 0.00% | −2−22.2% | Reduced |
| Clayton Financial Group LLC | 7 | $1.55K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $1.56K | 0.00% | −1−12.5% | Reduced |
| TD Capital Management LLC | 7 | $1.58K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 7 | $1.64K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 8 | $1.75K | 0.00% | −28−77.8% | Reduced |
| Geneos Wealth Management Inc. | 8 | $1.77K | 0.00% | −11−57.9% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $1.77K | 0.00% | −2−20.0% | Reduced |
| Country Trust Bank | 9 | $1.99K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 10 | $2.21K | 0.00% | −100−90.9% | Reduced |
| Lodestone Wealth Management LLC | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 10 | $2.21K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 10 | $2.21K | 0.00% | −11−52.4% | Reduced |
| Westfuller Advisors, LLC | 10 | $2.23K | 0.00% | −19−65.5% | Reduced |
| Sunbelt Securities, Inc. | 11 | $2.43K | 0.00% | −20−64.5% | Reduced |
| Prosperity Bancshares Inc | 11 | $2.43K | 0.00% | −19−63.3% | Reduced |
| Kilter Group LLC | 11 | $2.43K | 0.00% | +7+175.0% | Added |
| Truvestments Capital LLC | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $2.65K | 0.00% | +5+71.4% | Added |
| Arlington Trust Co LLC | 12 | $2.65K | 0.00% | +12 | New |
| St Germain D J Co Inc | 13 | $2.88K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 13 | $2.88K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 15 | $3.00K | 0.00% | −31−67.4% | Reduced |
| Ogorek Anthony Joseph | 16 | $3.00K | 0.00% | +2+14.3% | Added |
| Webster Bank, N. A. | 14 | $3.10K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $3.32K | 0.00% | +1+7.1% | Added |
| Clear Street Markets LLC | 16 | $3.54K | 0.00% | −129−89.0% | Reduced |
| Aventura Private Wealth, LLC | 16 | $3.54K | 0.00% | −20−55.6% | Reduced |
| Johnson Financial Group, Inc. | 16 | $3.54K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $3.54K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 17 | $3.76K | 0.00% | +17 | New |
| Signature Equity Partners, LLC | 17 | $3.84K | 0.00% | −105−86.1% | Reduced |
| First Eagle Investment Management, LLC | 18 | $3.98K | 0.00% | +3+20.0% | Added |
| Cornerstone Financial Management LLC | 18 | $3.98K | 0.00% | +4+28.6% | Added |
| Solstein Capital, LLC | 19 | $4.20K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 19 | $4.20K | 0.00% | +19 | New |
| CBIZ Investment Advisory Services, LLC | 20 | $4.42K | 0.00% | −28−58.3% | Reduced |
| SBI Securities Co., Ltd. | 20 | $4.42K | 0.00% | +10+100.0% | Added |
| Cedar Mountain Advisors, LLC | 20 | $4.42K | 0.00% | +20 | New |
| UMA Financial Services, Inc. | 22 | $4.87K | 0.00% | +4+22.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 23 | $5.09K | 0.01% | +23 | New |
| Albion Financial Group | 24 | $5.31K | 0.00% | +9+60.0% | Added |
| Transamerica Financial Advisors, Inc. | 24 | $5.43K | 0.00% | −620−96.3% | Reduced |
| Washington Trust Advisors, Inc. | 25 | $5.49K | 0.00% | −10−28.6% | Reduced |
| Bay Harbor Wealth Management, LLC | 25 | $5.53K | 0.00% | −462−94.9% | Reduced |
| Delta Asset Management LLC | 25 | $5.53K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 25 | $5.53K | 0.00% | +23+1,150.0% | Added |
| Bell Investment Advisors, Inc | 26 | $5.75K | 0.00% | −13−33.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 27 | $5.97K | 0.00% | +27 | New |
| Private Wealth Management Group, LLC | 28 | $6.19K | 0.00% | −20−41.7% | Reduced |
| Cetera Trust Company, N.A | 30 | $6.63K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 30 | $6.63K | 0.00% | +4+15.4% | Added |
| Whipplewood Advisors, LLC | 32 | $7.08K | 0.00% | +32 | New |
| Pacific Center for Financial Services | 32 | $7.08K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 33 | $7.34K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 34 | $7.52K | 0.01% | 00.0% | Unchanged |
| Timothy G. Youngquist 2020 Irrevocable Trust | 34 | $7.52K | 0.00% | +34 | New |
| Eastern Bank | 34 | $7.52K | 0.00% | +20+142.9% | Added |
| Financial Management Professionals, Inc. | 36 | $7.96K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 37 | $8.18K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 39 | $8.62K | 0.00% | −96−71.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 39 | $8.62K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 39 | $8.62K | 0.00% | +39 | New |
| Bruce G. Allen Investments, LLC | 40 | $8.85K | 0.01% | −1−2.4% | Reduced |