| Avion Wealth | 9 | $0 | 0.00% | −8−47.1% | Reduced |
| Coston, McIsaac & Partners | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1 | $68 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $69 | 0.00% | −1−50.0% | Reduced |
| MV Capital Management, Inc. | 1 | $69 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $136 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 2 | $136 | 0.00% | +2 | New |
| Strategic Advocates LLC | 2 | $139 | 0.00% | −2−50.0% | Reduced |
| Seneschal Advisors, LLC | 3 | $205 | 0.00% | −1−25.0% | Reduced |
| Quaker Wealth Management, LLC | 3 | $205 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $205 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 4 | $272 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 6 | $409 | 0.00% | +6 | New |
| Retirement Wealth Solutions LLC | 6 | $410 | 0.00% | −9−60.0% | Reduced |
| Marquette Asset Management, LLC | 7 | $478 | 0.00% | −18−72.0% | Reduced |
| Signature Equity Partners, LLC | 7 | $478 | 0.00% | +7 | New |
| Bogart Wealth, LLC | 8 | $546 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $546 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $614 | 0.00% | −2−18.2% | Reduced |
| Bruce G. Allen Investments, LLC | 9 | $614 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 9 | $614 | 0.00% | +9 | New |
| 1015 Capital Partners, LLC | 9 | $614 | 0.00% | +9 | New |
| Dunhill Financial, LLC | 9 | $625 | 0.00% | +9 | New |
| Financial Network Wealth Advisors LLC | 10 | $682 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 11 | $750 | 0.00% | +11 | New |
| Cornerstone Financial Management LLC | 13 | $887 | 0.00% | +13 | New |
| Bare Financial Services, Inc | 14 | $955 | 0.00% | −6−30.0% | Reduced |
| Wealth Watch Advisors, INC | 14 | $955 | 0.00% | +14 | New |
| Valued Wealth Advisors LLC | 14 | $956 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| City State Bank | 15 | $1.02K | 0.00% | −900−98.4% | Reduced |
| CoreCap Advisors, LLC | 15 | $1.02K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 15 | $1.02K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $1.02K | 0.00% | −4−21.1% | Reduced |
| Umb Bank N A | 16 | $1.09K | 0.00% | −5−23.8% | Reduced |
| Stone House Investment Management, LLC | 17 | $1.16K | 0.00% | +17 | New |
| Bay Harbor Wealth Management, LLC | 18 | $1.23K | 0.00% | +7+63.6% | Added |
| Quent Capital, LLC | 19 | $1.30K | 0.00% | −7−26.9% | Reduced |
| Raffa Wealth Management, LLC | 19 | $1.30K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 19 | $1.30K | 0.00% | +7+58.3% | Added |
| Aspect Partners, LLC | 20 | $1.36K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 20 | $1.36K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 21 | $1.43K | 0.00% | +2+10.5% | Added |
| Principia Wealth Advisory, LLC | 21 | $1.43K | 0.00% | +5+31.3% | Added |
| UMA Financial Services, Inc. | 21 | $1.43K | 0.00% | +21 | New |
| WPG Advisers, LLC | 23 | $1.57K | 0.00% | −78−77.2% | Reduced |
| Rossby Financial, LCC | 23 | $1.57K | 0.00% | +23 | New |
| Cromwell Holdings LLC | 24 | $1.64K | 0.00% | 00.0% | Unchanged |
| NCP Inc. | 24 | $1.64K | 0.00% | +24 | New |
| Johnson Financial Group, Inc. | 26 | $1.77K | 0.00% | −950−97.3% | Reduced |
| Atlantic Trust, LLC | 28 | $1.91K | 0.00% | −14−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 28 | $1.91K | 0.00% | −1−3.4% | Reduced |
| Rachor Investment Advisory Services, LLC | 28 | $1.91K | 0.00% | +28 | New |
| SJS Investment Consulting Inc. | 29 | $1.98K | 0.00% | +13+81.3% | Added |
| IMA Wealth, Inc. | 30 | $2.05K | 0.00% | +30 | New |
| TD Waterhouse Canada Inc. | 30 | $2.05K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 30 | $2.05K | 0.00% | +30 | New |
| Clearstead Advisors, LLC | 36 | $2.46K | 0.00% | −850−95.9% | Reduced |
| Activest Wealth Management | 37 | $2.52K | 0.00% | −71−65.7% | Reduced |
| Alerus Financial NA | 40 | $2.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $2.97K | 0.00% | +32+246.2% | Added |
| Cedar Mountain Advisors, LLC | 47 | $3.21K | 0.00% | 00.0% | Unchanged |
| CrossGen Wealth, LLC | 50 | $3.41K | 0.00% | +50 | New |
| Fortitude Family Office, LLC | 54 | $3.68K | 0.00% | +7+14.9% | Added |
| FNY Investment Advisers, LLC | 60 | $4.00K | 0.00% | −6,087−99.0% | Reduced |
| Hantz Financial Services, Inc. | 60 | $4.00K | 0.00% | +60 | New |
| Bell Investment Advisors, Inc | 59 | $4.03K | 0.00% | +7+13.5% | Added |
| Cullen/Frost Bankers, Inc. | 62 | $4.23K | 0.00% | −379−85.9% | Reduced |
| HM Payson & Co | 65 | $4.43K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 66 | $4.50K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 71 | $4.84K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 71 | $4.84K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 76 | $5.27K | 0.00% | +76 | New |
| Private Wealth Management Group, LLC | 78 | $5.32K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 79 | $5.39K | 0.00% | +51+182.1% | Added |
| Private Trust Co NA | 83 | $5.66K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 83 | $5.66K | 0.00% | +83 | New |
| Toth Financial Advisory Corp | 86 | $5.87K | 0.00% | +18+26.5% | Added |
| Quarry LP | 100 | $6.82K | 0.00% | −8,461−98.8% | Reduced |
| Wall Street Access Asset Management, LLC | 100 | $6.82K | 0.00% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $6.82K | 0.00% | +100 | New |
| Capital Advisors, Ltd. LLC | 113 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 120 | $8.19K | 0.00% | −4−3.2% | Reduced |
| Boreal Capital Management LLC | 120 | $8.19K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 137 | $9.35K | 0.00% | +137 | New |
| Fideuram Asset Management (Ireland) dac | 135 | $9.48K | 0.00% | +135 | New |
| JFS Wealth Advisors, LLC | 141 | $9.62K | 0.00% | +37+35.6% | Added |
| Kemnay Advisory Services Inc. | 144 | $9.82K | 0.00% | +144 | New |
| Parkside Financial Bank & Trust | 145 | $9.89K | 0.00% | +18+14.2% | Added |
| Massmutual Trust Co FSB | 149 | $10.2K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 150 | $10.2K | 0.00% | +150 | New |
| Global Retirement Partners, LLC | 174 | $11.9K | 0.00% | +127+270.2% | Added |
| SBI Securities Co., Ltd. | 180 | $12.3K | 0.00% | −366−67.0% | Reduced |
| Leonteq Securities AG | 185 | $12.6K | 0.00% | +104+128.4% | Added |
| Private Wealth Asset Management, LLC | 191 | $13.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 193 | $13.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 200 | $13.6K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 200 | $13.6K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 197 | $13.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 214 | $14.0K | 0.00% | −580−73.0% | Reduced |