| Avion Wealth | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| Dunhill Financial, LLC | 1 | $197 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $245 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $245 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1 | $245 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $245 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $245 | 0.00% | +1 | New |
| Atlantic Private Wealth, LLC | 1 | $245 | 0.00% | +1 | New |
| Elyxium Wealth, LLC | 1 | $245 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $358 | 0.00% | +1 | New |
| Toronto Dominion Bank | 2 | $463 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 2 | $489 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 2 | $489 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $489 | 0.01% | +1+100.0% | Added |
| Basecamp Wealth Advisors LLC | 2 | $489 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $490 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 3 | $649 | 0.00% | −296−99.0% | Reduced |
| Signature Equity Partners, LLC | 3 | $734 | 0.00% | +3 | New |
| South State Corp. | 4 | $979 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $979 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 4 | $979 | 0.00% | +4 | New |
| Cornerstone Financial Management LLC | 4 | $979 | 0.00% | +4 | New |
| Sunrise Financial Services, LLC | 5 | $1.22K | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $1.22K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $1.47K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.71K | 0.00% | +2+40.0% | Added |
| CX Institutional | 9 | $2.00K | 0.00% | +9 | New |
| Prestige Wealth Management Group LLC | 9 | $2.20K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $2.20K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $2.20K | 0.00% | +5+125.0% | Added |
| Park Place Capital Corp | 9 | $2.20K | 0.00% | +9 | New |
| Strengthening Families & Communities, LLC | 9 | $2.21K | 0.00% | +9 | New |
| Dixon Mitchell Investment Counsel Inc. | 10 | $2.45K | 0.00% | +10 | New |
| Steigerwald, Gordon & Koch Inc. | 11 | $2.69K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 11 | $2.69K | 0.00% | +11 | New |
| Benson Wealth Management INC | 11 | $2.69K | 0.00% | +11 | New |
| Cullen/Frost Bankers, Inc. | 11 | $2.71K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 12 | $2.94K | 0.00% | +12 | New |
| Delos Wealth Advisors, LLC | 12 | $2.94K | 0.00% | −5−29.4% | Reduced |
| Capital Analysts, LLC | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 13 | $3.18K | 0.00% | +13 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $3.42K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 14 | $3.42K | 0.00% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 15 | $3.67K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $3.67K | 0.00% | +1+7.1% | Added |
| Activest Wealth Management | 15 | $3.67K | 0.00% | +15 | New |
| Valued Wealth Advisors LLC | 15 | $3.70K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 15 | $3.77K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 17 | $4.16K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 17 | $4.16K | 0.00% | +17 | New |
| ORG Partners LLC | 22 | $5.38K | 0.00% | +12+120.0% | Added |
| Ares Financial Consulting, LLC | 22 | $5.38K | 0.01% | +22 | New |
| High Note Wealth, LLC | 23 | $5.63K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 25 | $6.12K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 26 | $6.36K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 26 | $6.36K | 0.00% | +26 | New |
| Medallion Wealth Advisors, LLC | 27 | $6.61K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 27 | $6.61K | 0.00% | +20+285.7% | Added |
| SBI Securities Co., Ltd. | 31 | $7.58K | 0.00% | +26+520.0% | Added |
| Dogwood Wealth Management LLC | 32 | $7.83K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 33 | $8.07K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 33 | $8.07K | 0.00% | +33 | New |
| Fortitude Family Office, LLC | 36 | $8.81K | 0.00% | +1+2.9% | Added |
| United Financial Planning Group LLC | 36 | $8.81K | 0.01% | +36 | New |
| Keating Financial Advisory Services, Inc. | 37 | $9.05K | 0.00% | +37 | New |
| TimesSquare Capital Management, LLC | 40 | $9.79K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $9.79K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 41 | $10.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 41 | $10.0K | 0.00% | +33+412.5% | Added |
| Salomon & Ludwin, LLC | 41 | $10.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 46 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 48 | $11.7K | 0.00% | −28−36.8% | Reduced |
| CoreCap Advisors, LLC | 50 | $12.2K | 0.00% | +6+13.6% | Added |
| SJS Investment Consulting Inc. | 51 | $12.5K | 0.00% | +11+27.5% | Added |
| TD Capital Management LLC | 54 | $13.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 57 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 45 | $14.0K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 58 | $14.2K | 0.00% | −18,581−99.7% | Reduced |
| Tucker Asset Management LLC | 58 | $14.2K | 0.00% | +58 | New |
| Retirement Wealth Solutions LLC | 60 | $14.7K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 63 | $15.4K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 63 | $15.4K | 0.00% | +10+18.9% | Added |
| First Horizon Corp | 64 | $15.7K | 0.00% | +8+14.3% | Added |
| Entrust Financial LLC | 64 | $15.7K | 0.01% | +64 | New |
| DV Trading LLC | 66 | $16.1K | 0.00% | +66 | New |
| Spire Wealth Management | 67 | $16.4K | 0.00% | −14−17.3% | Reduced |
| Citizens National Bank Trust Department | 69 | $16.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 70 | $17.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 73 | $17.9K | 0.00% | +18+32.7% | Added |
| Bell Investment Advisors, Inc | 76 | $18.6K | 0.00% | +16+26.7% | Added |
| MB, Levis & Associates, LLC | 77 | $18.9K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 80 | $19.6K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 80 | $19.6K | 0.01% | +50+166.7% | Added |
| Brown Brothers Harriman & Co | 83 | $20.3K | 0.00% | −50−37.6% | Reduced |
| Motco | 84 | $20.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 87 | $21.3K | 0.01% | +65+295.5% | Added |
| Peregrine Capital Management LLC | 90 | $22.0K | 0.00% | −5,628−98.4% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 100 | $24.5K | 0.01% | +50+100.0% | Added |
| Meeder Asset Management Inc | 108 | $26.4K | 0.00% | +91+535.3% | Added |