| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $165 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $165 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $165 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $247 | 0.00% | −120−98.4% | Reduced |
| Curio Wealth, LLC | 2 | $330 | 0.00% | +2 | New |
| Glen Eagle Advisors, LLC | 3 | $495 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 3 | $495 | 0.00% | +3 | New |
| Nemes Rush Group LLC | 4 | $661 | 0.00% | −1−20.0% | Reduced |
| Manchester Capital Management LLC | 4 | $661 | 0.00% | +2+100.0% | Added |
| Vermillion Wealth Management, Inc. | 4 | $661 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $826 | 0.00% | −7−58.3% | Reduced |
| Financial Management Professionals, Inc. | 5 | $826 | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $990 | 0.00% | +6 | New |
| Creative Financial Designs Inc | 6 | $991 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 6 | $991 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 6 | $991 | 0.00% | +6 | New |
| Operose Advisors LLC | 6 | $991 | 0.00% | +6 | New |
| CX Institutional | 4 | $1.00K | 0.00% | +4 | New |
| Wilkerson Advisory Group LLC | 6 | $1.04K | 0.00% | +6 | New |
| Picton Mahoney Asset Management | 7 | $1.16K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $1.32K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $1.32K | 0.00% | +8 | New |
| MTM Investment Management, LLC | 9 | $1.49K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 9 | $1.49K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $1.65K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 10 | $1.65K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.65K | 0.00% | +5+100.0% | Added |
| Dunhill Financial, LLC | 10 | $1.72K | 0.00% | +9+900.0% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $1.82K | 0.00% | +4+57.1% | Added |
| Rachor Investment Advisory Services, LLC | 12 | $1.98K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 12 | $1.98K | 0.00% | +12 | New |
| Navigoe, LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $2.15K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 14 | $2.28K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 14 | $2.31K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 15 | $2.48K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 16 | $2.64K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 17 | $2.81K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 17 | $2.81K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 18 | $2.97K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $2.97K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 18 | $3.33K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 21 | $3.47K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 578 | $3.50K | 0.07% | −86−13.0% | Reduced |
| Pier Capital, LLC | 23 | $3.80K | 0.00% | −1,900−98.8% | Reduced |
| Valued Wealth Advisors LLC | 23 | $3.81K | 0.00% | +13+130.0% | Added |
| UMA Financial Services, Inc. | 25 | $4.13K | 0.00% | +12+92.3% | Added |
| Creative Capital Management Investments LLC | 25 | $4.13K | 0.00% | +25 | New |
| Bare Financial Services, Inc | 26 | $4.29K | 0.00% | +17+188.9% | Added |
| High Note Wealth, LLC | 28 | $4.62K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 28 | $4.66K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 29 | $4.79K | 0.00% | +17+141.7% | Added |
| Cedar Mountain Advisors, LLC | 30 | $4.95K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 30 | $4.96K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 30 | $5.02K | 0.00% | −79−72.5% | Reduced |
| Whipplewood Advisors, LLC | 31 | $5.12K | 0.00% | +31 | New |
| JPL Wealth Management, LLC | 31 | $5.12K | 0.00% | +31 | New |
| Prudent Man Investment Management, Inc. | 31 | $5.15K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 35 | $5.78K | 0.00% | +35 | New |
| MCF Advisors LLC | 39 | $6.44K | 0.00% | +4+11.4% | Added |
| Rossby Financial, LCC | 40 | $6.48K | 0.00% | +21+110.5% | Added |
| Fortitude Family Office, LLC | 40 | $6.61K | 0.00% | +27+207.7% | Added |
| Intentional Wealth Strategies, LLC | 41 | $6.77K | 0.01% | +41 | New |
| Key Financial Inc | 47 | $7.76K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 48 | $7.78K | 0.00% | +24+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 48 | $7.98K | 0.00% | +15+45.5% | Added |
| Keating Financial Advisory Services, Inc. | 49 | $8.09K | 0.00% | +9+22.5% | Added |
| MPWM Advisory Solutions, LLC | 50 | $8.26K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 52 | $8.56K | 0.01% | −50−49.0% | Reduced |
| Marquette Asset Management, LLC | 53 | $8.75K | 0.00% | +8+17.8% | Added |
| Farmers & Merchants Investments Inc | 59 | $9.74K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 60 | $9.91K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 65 | $10.7K | 0.01% | +2+3.2% | Added |
| Basepoint Wealth LLC | 65 | $10.8K | 0.01% | +1+1.6% | Added |
| Innovative Asset Advisors Group, LLC | 69 | $11.4K | 0.01% | +69 | New |
| SBI Securities Co., Ltd. | 77 | $12.7K | 0.00% | −22−22.2% | Reduced |
| Independence Bank of Kentucky | 100 | $16.5K | 0.00% | −255−71.8% | Reduced |
| International Assets Investment Management, LLC | 104 | $16.9K | 0.00% | −10−8.8% | Reduced |
| Covestor Ltd | 101 | $17.0K | 0.01% | −32−24.1% | Reduced |
| Toronto Dominion Bank | 100 | $17.0K | 0.00% | −8−7.4% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 108 | $17.8K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 110 | $18.2K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 111 | $18.3K | 0.00% | +35+46.1% | Added |
| Quarry LP | 112 | $18.5K | 0.00% | −325−74.4% | Reduced |
| Boreal Capital Management LLC | 115 | $19.0K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 122 | $20.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 128 | $21.1K | 0.00% | +10+8.5% | Added |
| SJS Investment Consulting Inc. | 146 | $24.1K | 0.00% | +106+265.0% | Added |
| Caldwell Trust Co | 150 | $24.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 150 | $24.8K | 0.00% | +50+50.0% | Added |
| Basecamp Wealth Advisors LLC | 154 | $25.4K | 0.01% | +151+5,033.3% | Added |
| Wealth Preservation Advisors, LLC | 178 | $29.4K | 0.02% | +177+17,700.0% | Added |
| Bartlett & Co. Wealth Management LLC | 192 | $29.9K | 0.00% | +12+6.7% | Added |
| Bank & Trust Co | 182 | $30.1K | 0.02% | +53+41.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 185 | $30.6K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 188 | $31.0K | 0.01% | 00.0% | Unchanged |