| Avion Wealth | 3 | $0 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $274 | 0.00% | −1−50.0% | Reduced |
| Kilter Group LLC | 1 | $274 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $274 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $274 | 0.00% | +1 | New |
| Investors Portfolio Services LLC | 1 | $361 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $400 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $547 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $547 | 0.00% | +1+100.0% | Added |
| Harbor Investment Advisory, LLC | 2 | $547 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $547 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $548 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $548 | 0.00% | +1+100.0% | Added |
| Central Trust Co | 3 | $821 | 0.00% | −10−76.9% | Reduced |
| Sunbelt Securities, Inc. | 3 | $821 | 0.00% | −1−25.0% | Reduced |
| Signature Equity Partners, LLC | 3 | $821 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $821 | 0.00% | +3 | New |
| South State Corp. | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 5 | $1.37K | 0.00% | −45−90.0% | Reduced |
| HFM Investment Advisors, LLC | 5 | $1.37K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 5 | $1.37K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 5 | $1.37K | 0.00% | +5 | New |
| Albion Financial Group | 5 | $1.37K | 0.00% | +5 | New |
| Cornerstone Financial Management LLC | 6 | $1.64K | 0.00% | +2+50.0% | Added |
| Bogart Wealth, LLC | 6 | $1.64K | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 7 | $1.92K | 0.00% | +1+16.7% | Added |
| Cromwell Holdings LLC | 7 | $1.92K | 0.00% | +3+75.0% | Added |
| Bare Financial Services, Inc | 7 | $1.92K | 0.00% | +1+16.7% | Added |
| UMA Financial Services, Inc. | 9 | $2.46K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 9 | $2.46K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 9 | $2.47K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $2.74K | 0.00% | +1+11.1% | Added |
| IMA Wealth, Inc. | 11 | $3.01K | 0.00% | −1−8.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 11 | $3.01K | 0.00% | +4+57.1% | Added |
| NBC Securities, Inc. | 11 | $3.01K | 0.00% | +11 | New |
| Steigerwald, Gordon & Koch Inc. | 11 | $3.01K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 11 | $3.01K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 11 | $3.01K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 12 | $3.28K | 0.00% | +12 | New |
| Delos Wealth Advisors, LLC | 12 | $3.28K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 12 | $3.28K | 0.00% | +11+1,100.0% | Added |
| Cary Street Partners Financial LLC | 13 | $3.56K | 0.00% | +13 | New |
| Creative Financial Designs Inc | 14 | $3.83K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $3.83K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 14 | $4.00K | 0.00% | 00.0% | Unchanged |
| Teachers Insurance & Annuity Association of America | 15 | $4.10K | 0.01% | 00.0% | Unchanged |
| Activest Wealth Management | 15 | $4.10K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 15 | $4.23K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 16 | $4.38K | 0.00% | +16 | New |
| Noble Wealth Management PBC | 16 | $4.43K | 0.00% | +16 | New |
| Atlantic Trust, LLC | 17 | $4.65K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 17 | $4.65K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 19 | $5.20K | 0.00% | +4+26.7% | Added |
| HHM Wealth Advisors, LLC | 19 | $5.20K | 0.00% | +19 | New |
| High Note Wealth, LLC | 23 | $6.29K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 23 | $6.29K | 0.00% | +23 | New |
| Valued Wealth Advisors LLC | 23 | $6.32K | 0.00% | +8+53.3% | Added |
| Horizon Financial Services, LLC | 25 | $6.84K | 0.00% | +25 | New |
| Frazier Financial Advisors, LLC | 26 | $7.12K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 27 | $7.39K | 0.00% | −81−75.0% | Reduced |
| Medallion Wealth Advisors, LLC | 27 | $7.39K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 30 | $8.21K | 0.00% | −1−3.2% | Reduced |
| Dogwood Wealth Management LLC | 32 | $8.76K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 33 | $9.03K | 0.00% | −34−50.7% | Reduced |
| Torren Management, LLC | 37 | $10.1K | 0.01% | −95−72.0% | Reduced |
| United Financial Planning Group LLC | 38 | $10.4K | 0.01% | +2+5.6% | Added |
| Colonial Trust Co | 38 | $10.4K | 0.00% | +13+52.0% | Added |
| MCF Advisors LLC | 38 | $10.4K | 0.00% | +38 | New |
| Anchor Investment Management, LLC | 40 | $10.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 41 | $11.2K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 41 | $11.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 42 | $11.5K | 0.00% | +42 | New |
| Cullen/Frost Bankers, Inc. | 42 | $11.5K | 0.00% | +31+281.8% | Added |
| Pin Oak Investment Advisors Inc | 45 | $12.0K | 0.01% | 00.0% | Unchanged |
| CX Institutional | 43 | $12.0K | 0.00% | +34+377.8% | Added |
| TimesSquare Capital Management, LLC | 45 | $12.3K | 0.00% | +5+12.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 47 | $12.9K | 0.00% | +47 | New |
| Capital Advisors, Ltd. LLC | 46 | $13.0K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 48 | $13.1K | 0.00% | −70−59.3% | Reduced |
| Orion Capital Management LLC | 50 | $13.7K | 0.00% | −30−37.5% | Reduced |
| Owl Creek Wealth Partners LLC | 51 | $14.0K | 0.00% | +51 | New |
| Golden State Equity Partners | 52 | $14.2K | 0.00% | +52 | New |
| TD Capital Management LLC | 54 | $14.8K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 54 | $14.8K | 0.00% | +54 | New |
| LRI Investments, LLC | 55 | $15.0K | 0.00% | +22+66.7% | Added |
| Retirement Wealth Solutions LLC | 56 | $15.3K | 0.01% | −4−6.7% | Reduced |
| Glen Eagle Advisors, LLC | 57 | $15.6K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 59 | $16.1K | 0.01% | −41−41.0% | Reduced |
| Golden State Wealth Management, LLC | 63 | $17.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 63 | $17.2K | 0.00% | +63 | New |
| First Horizon Corp | 64 | $17.5K | 0.00% | 00.0% | Unchanged |
| Entrust Financial LLC | 64 | $17.5K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 65 | $17.8K | 0.00% | +28+75.7% | Added |
| Fortitude Family Office, LLC | 65 | $17.8K | 0.00% | +29+80.6% | Added |
| Citizens National Bank Trust Department | 69 | $18.9K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 70 | $19.2K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 70 | $19.2K | 0.00% | +70 | New |
| Pinnacle Bancorp, Inc. | 77 | $21.1K | 0.01% | −10−11.5% | Reduced |
| JFS Wealth Advisors, LLC | 77 | $21.1K | 0.00% | +4+5.5% | Added |
| MB, Levis & Associates, LLC | 77 | $21.2K | 0.01% | 00.0% | Unchanged |