| Avion Wealth | 6 | $0 | 0.00% | −10−62.5% | Reduced |
| TFC Financial Management | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2 | $152 | 0.00% | +2 | New |
| West Branch Capital LLC | 2 | $154 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $306 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 5 | $384 | 0.00% | +1+25.0% | Added |
| Seneschal Advisors, LLC | 5 | $384 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 6 | $460 | 0.00% | −10−62.5% | Reduced |
| Quaker Wealth Management, LLC | 6 | $460 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 6 | $460 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $486 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $578 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 8 | $602 | 0.00% | +8 | New |
| Activest Wealth Management | 9 | $690 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $753 | 0.00% | +10 | New |
| Guerra Advisors Inc | 10 | $766 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $767 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 11 | $843 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 12 | $919 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $920 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 13 | $997 | 0.00% | +13 | New |
| Bay Harbor Wealth Management, LLC | 14 | $1.07K | 0.00% | +2+16.7% | Added |
| HFM Investment Advisors, LLC | 15 | $1.15K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 15 | $1.15K | 0.00% | +4+36.4% | Added |
| AdvisorNet Financial, Inc | 15 | $1.15K | 0.00% | +15 | New |
| Abich Financial Wealth Management LLC | 15 | $1.15K | 0.00% | +15 | New |
| UMA Financial Services, Inc. | 16 | $1.23K | 0.00% | +16 | New |
| Raffa Wealth Management, LLC | 18 | $1.38K | 0.00% | +18 | New |
| Montag A & Associates Inc | 18 | $1.40K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 19 | $1.46K | 0.00% | +11+137.5% | Added |
| Aventura Private Wealth, LLC | 21 | $1.61K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 21 | $1.61K | 0.00% | +2+10.5% | Added |
| South State Corp. | 21 | $1.61K | 0.00% | −5−19.2% | Reduced |
| N.E.W. Advisory Services LLC | 22 | $1.69K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 24 | $1.84K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 25 | $1.92K | 0.00% | +25 | New |
| Sellwood Investment Partners LLC | 30 | $2.30K | 0.00% | +30 | New |
| Cromwell Holdings LLC | 31 | $2.38K | 0.00% | +7+29.2% | Added |
| Private Wealth Management Group, LLC | 32 | $2.45K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 34 | $2.56K | 0.00% | +34 | New |
| Rialto Wealth Management, LLC | 34 | $2.61K | 0.00% | −1−2.9% | Reduced |
| Kilter Group LLC | 38 | $2.91K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 44 | $3.36K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 44 | $3.37K | 0.00% | +44 | New |
| Ritter Daniher Financial Advisory LLC | 46 | $3.52K | 0.00% | +46 | New |
| Provenance Wealth Advisors, LLC | 47 | $3.60K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 48 | $3.73K | 0.00% | +1+2.1% | Added |
| ZRC Wealth Management, LLC | 53 | $4.06K | 0.00% | +53 | New |
| Marquette Asset Management, LLC | 56 | $4.29K | 0.00% | +56 | New |
| Meeder Asset Management Inc | 57 | $4.37K | 0.00% | +5+9.6% | Added |
| Addison Advisors LLC | 57 | $4.37K | 0.00% | +20+54.1% | Added |
| Cornerstone Planning Group LLC | 79 | $4.47K | 0.00% | +76+2,533.3% | Added |
| First Command Advisory Services, Inc. | 59 | $4.52K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 60 | $4.60K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 62 | $4.75K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 65 | $4.89K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 66 | $5.06K | 0.00% | +66 | New |
| Private Trust Co NA | 68 | $5.21K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 70 | $5.36K | 0.00% | +70 | New |
| Manning & Napier Advisors LLC | 71 | $5.44K | 0.00% | +71 | New |
| Glen Eagle Advisors, LLC | 72 | $5.52K | 0.00% | +72 | New |
| Beaird Harris Wealth Management, LLC | 73 | $5.59K | 0.00% | +13+21.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 80 | $6.13K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 85 | $6.51K | 0.00% | +85 | New |
| Bogart Wealth, LLC | 86 | $6.59K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 87 | $6.67K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 97 | $7.43K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 97 | $7.43K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 97 | $7.43K | 0.00% | +97 | New |
| Ameritas Advisory Services, LLC | 100 | $7.66K | 0.00% | −143−58.8% | Reduced |
| Caldwell Sutter Capital, Inc. | 106 | $8.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 107 | $8.20K | 0.00% | −7−6.1% | Reduced |
| High Note Wealth, LLC | 111 | $8.51K | 0.00% | +1+0.9% | Added |
| Asset Dedication, LLC | 115 | $8.81K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 116 | $8.89K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 127 | $9.73K | 0.00% | −328−72.1% | Reduced |
| HHM Wealth Advisors, LLC | 127 | $9.73K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 128 | $9.81K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 134 | $10.3K | 0.00% | +64+91.4% | Added |
| Atlantic Trust, LLC | 154 | $11.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 174 | $13.0K | 0.01% | −77−30.7% | Reduced |
| Byrne Asset Management LLC | 170 | $13.0K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 185 | $14.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 188 | $14.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 190 | $14.6K | 0.00% | +10+5.6% | Added |
| Harbour Investments, Inc. | 192 | $14.7K | 0.00% | +52+37.1% | Added |
| WPG Advisers, LLC | 195 | $14.9K | 0.01% | −16−7.6% | Reduced |
| Creative Financial Designs Inc | 198 | $15.2K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 198 | $15.2K | 0.01% | +45+29.4% | Added |
| Richardson Capital Management LLC | 200 | $15.3K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 210 | $16.1K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 216 | $16.6K | 0.00% | +216 | New |
| Ogorek Anthony Joseph | 232 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 223 | $17.0K | 0.01% | +223 | New |
| Mendota Financial Group, LLC | 240 | $18.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 250 | $19.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 255 | $19.5K | 0.00% | −227−47.1% | Reduced |
| Matrix Trust Co | 260 | $20.0K | 0.00% | −58−18.2% | Reduced |