| Beaird Harris Wealth Management, LLC | 1 | $41 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $68 | 0.00% | −3−75.0% | Reduced |
| Godfrey Financial Associates, Inc. | 1 | $68 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 1 | $68 | 0.00% | +1 | New |
| Portus Wealth Advisors, LLC | 1 | $68 | 0.00% | +1 | New |
| Clearstead Advisors, LLC | 2 | $137 | 0.00% | −6,587−100.0% | Reduced |
| DecisionPoint Financial, LLC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2 | $137 | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 2 | $137 | 0.00% | +2 | New |
| WPG Advisers, LLC | 3 | $205 | 0.00% | −9−75.0% | Reduced |
| Retirement Wealth Solutions LLC | 3 | $205 | 0.00% | +1+50.0% | Added |
| Stone House Investment Management, LLC | 4 | $273 | 0.00% | −22−84.6% | Reduced |
| Johnson Financial Group, Inc. | 4 | $273 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $273 | 0.00% | +1+33.3% | Added |
| Hughes Financial Services, LLC | 4 | $273 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 5 | $342 | 0.00% | −12−70.6% | Reduced |
| American Capital Advisory, LLC | 5 | $342 | 0.00% | −2−28.6% | Reduced |
| Dunhill Financial, LLC | 6 | $409 | 0.00% | +6 | New |
| Key Financial Inc | 6 | $410 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 6 | $410 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $410 | 0.00% | +4+200.0% | Added |
| Innovative Asset Advisors Group, LLC | 6 | $410 | 0.00% | +6 | New |
| North Star Investment Management Corp. | 7 | $478 | 0.00% | −14−66.7% | Reduced |
| TFC Financial Management | 7 | $478 | 0.00% | +4+133.3% | Added |
| Bare Financial Services, Inc | 7 | $478 | 0.00% | +4+133.3% | Added |
| Broadwater Capital Management LLC | 3 | $486 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 8 | $546 | 0.00% | −16−66.7% | Reduced |
| SHP Wealth Management | 8 | $546 | 0.00% | +7+700.0% | Added |
| Financial Consulate, Inc | 8 | $546 | 0.00% | +8 | New |
| Westside Investment Management, Inc. | 9 | $614 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $683 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 11 | $751 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 11 | $751 | 0.00% | +2+22.2% | Added |
| Quaker Wealth Management, LLC | 12 | $819 | 0.00% | +8+200.0% | Added |
| Pacific Center for Financial Services | 13 | $888 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 13 | $893 | 0.03% | +6+85.7% | Added |
| Fortitude Family Office, LLC | 14 | $956 | 0.00% | −60−81.1% | Reduced |
| Private Trust Co NA | 14 | $956 | 0.00% | −21−60.0% | Reduced |
| Provenance Wealth Advisors, LLC | 14 | $956 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $956 | 0.00% | +11+366.7% | Added |
| Brown, Lisle/Cummings, Inc. | 14 | $956 | 0.00% | +14 | New |
| GW&K Investment Management, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tripletail Wealth Management, LLC | 15 | $1.02K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 16 | $1.09K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $1.11K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 18 | $1.23K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 19 | $1.30K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 19 | $1.30K | 0.00% | +11+137.5% | Added |
| Investors Portfolio Services LLC | 16 | $1.30K | 0.00% | +16 | New |
| Arlington Trust Co LLC | 21 | $1.43K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 21 | $1.43K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $1.43K | 0.00% | +5+31.3% | Added |
| Signature Resources Capital Management, LLC | 21 | $1.43K | 0.00% | +16+320.0% | Added |
| Lloyd Advisory Services, LLC. | 22 | $1.50K | 0.00% | −68−75.6% | Reduced |
| Kingdom Financial Group LLC. | 22 | $1.50K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 22 | $1.53K | 0.00% | −5−18.5% | Reduced |
| MV Capital Management, Inc. | 23 | $1.57K | 0.00% | −131−85.1% | Reduced |
| Aventura Private Wealth, LLC | 24 | $1.64K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 25 | $1.71K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 25 | $1.71K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 25 | $1.71K | 0.00% | +25 | New |
| Keating Financial Advisory Services, Inc. | 26 | $1.77K | 0.00% | +5+23.8% | Added |
| CoreCap Advisors, LLC | 28 | $1.91K | 0.00% | +2+7.7% | Added |
| TD Private Client Wealth LLC | 29 | $1.98K | 0.00% | −259−89.9% | Reduced |
| WealthCollab, LLC | 29 | $1.98K | 0.00% | −8−21.6% | Reduced |
| Colonial Trust Co | 30 | $1.98K | 0.00% | +30 | New |
| Hantz Financial Services, Inc. | 33 | $2.00K | 0.00% | −11−25.0% | Reduced |
| Global Wealth Strategies & Associates | 32 | $2.18K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 37 | $2.52K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 38 | $2.59K | 0.00% | −370−90.7% | Reduced |
| Indiana Trust & Investment Management CO | 40 | $2.73K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 40 | $2.76K | 0.00% | +32+400.0% | Added |
| Cornerstone Planning Group LLC | 30 | $2.77K | 0.00% | −12−28.6% | Reduced |
| Hamrick Investment Counsel, llc | 42 | $2.87K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 42 | $2.87K | 0.00% | +3+7.7% | Added |
| Smithfield Trust Co | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 48 | $3.00K | 0.00% | +22+84.6% | Added |
| Investment Research & Advisory Group, Inc. | 45 | $3.07K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 45 | $3.07K | 0.00% | −5−10.0% | Reduced |
| JPL Wealth Management, LLC | 45 | $3.07K | 0.00% | +45 | New |
| Osbon Capital Management LLC | 46 | $3.14K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 46 | $3.14K | 0.00% | +25+119.0% | Added |
| UMA Financial Services, Inc. | 49 | $3.35K | 0.00% | −107−68.6% | Reduced |
| Barrett & Company, Inc. | 50 | $3.41K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 50 | $3.41K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 50 | $3.41K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 50 | $3.41K | 0.00% | +50 | New |
| Ancora Advisors, LLC | 55 | $3.75K | 0.00% | +35+175.0% | Added |
| Legacy Wealth Managment, LLC | 59 | $4.03K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 61 | $4.16K | 0.00% | +24+64.9% | Added |
| HM Payson & Co | 61 | $4.16K | 0.00% | +1+1.7% | Added |
| Aspect Partners, LLC | 63 | $4.30K | 0.00% | +7+12.5% | Added |
| Bell Investment Advisors, Inc | 63 | $4.30K | 0.00% | +18+40.0% | Added |
| Ares Financial Consulting, LLC | 68 | $4.72K | 0.00% | +59+655.6% | Added |
| Capital Advisors, Ltd. LLC | 77 | $5.00K | 0.00% | +54+234.8% | Added |
| Forum Finance Group S.A. | 100 | $5.00K | 0.00% | +100 | New |
| LRI Investments, LLC | 77 | $5.26K | 0.00% | +66+600.0% | Added |
| Whittier Trust Co | 78 | $5.31K | 0.00% | −27−25.7% | Reduced |
| Rakuten Securities, Inc. | 78 | $5.32K | 0.00% | −610−88.7% | Reduced |