| Sachetta, LLC | 1 | $116 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $116 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 1 | $116 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $116 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $130 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $231 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $232 | 0.00% | +2 | New |
| SHP Wealth Management | 2 | $232 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 3 | $348 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $348 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 3 | $348 | 0.00% | +2+200.0% | Added |
| Frazier Financial Advisors, LLC | 3 | $348 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 4 | $464 | 0.00% | +1+33.3% | Added |
| TFC Financial Management | 5 | $580 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $580 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $695 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 6 | $695 | 0.00% | +6 | New |
| Torren Management, LLC | 6 | $709 | 0.00% | −327−98.2% | Reduced |
| Cromwell Holdings LLC | 8 | $927 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 10 | $1.16K | 0.00% | +10 | New |
| Bay Harbor Wealth Management, LLC | 13 | $1.51K | 0.00% | +5+62.5% | Added |
| Bogart Wealth, LLC | 13 | $1.51K | 0.00% | +13 | New |
| Dunhill Financial, LLC | 13 | $1.54K | 0.00% | +12+1,200.0% | Added |
| Albion Financial Group | 14 | $1.62K | 0.00% | −46−76.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 14 | $1.62K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 14 | $1.62K | 0.00% | +14 | New |
| Whipplewood Advisors, LLC | 15 | $1.74K | 0.00% | +15 | New |
| Rialto Wealth Management, LLC | 15 | $1.74K | 0.00% | +1+7.1% | Added |
| Highline Wealth Partners LLC | 16 | $1.85K | 0.00% | +15+1,500.0% | Added |
| DiNuzzo Private Wealth, Inc. | 17 | $1.97K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 17 | $1.97K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 17 | $1.97K | 0.00% | +17 | New |
| Sunrise Financial Services, LLC | 18 | $2.09K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 20 | $2.32K | 0.00% | +20 | New |
| Clearstead Advisors, LLC | 20 | $2.32K | 0.00% | −195−90.7% | Reduced |
| Abound Wealth Management | 20 | $2.32K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 31 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 26 | $3.06K | 0.00% | +25+2,500.0% | Added |
| Essential Partners LLC | 28 | $3.24K | 0.00% | +1+3.7% | Added |
| Salomon & Ludwin, LLC | 30 | $3.44K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 32 | $3.71K | 0.00% | +32 | New |
| Atlantic Trust, LLC | 33 | $3.82K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 33 | $3.82K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 36 | $4.17K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 36 | $4.19K | 0.00% | −64−64.0% | Reduced |
| Keating Financial Advisory Services, Inc. | 37 | $4.29K | 0.00% | −18−32.7% | Reduced |
| Estabrook Capital Management | 39 | $4.52K | 0.00% | +39 | New |
| Entrust Financial LLC | 42 | $4.87K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 44 | $5.10K | 0.00% | +5+12.8% | Added |
| JFS Wealth Advisors, LLC | 46 | $5.33K | 0.00% | +1+2.2% | Added |
| Triumph Capital Management | 50 | $5.79K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 51 | $5.85K | 0.00% | +51 | New |
| Owl Creek Wealth Partners LLC | 55 | $6.37K | 0.00% | +55 | New |
| ZRC Wealth Management, LLC | 58 | $6.72K | 0.00% | +16+38.1% | Added |
| Fortitude Family Office, LLC | 60 | $6.95K | 0.00% | +25+71.4% | Added |
| Atlantic Union Bankshares Corp | 79 | $9.15K | 0.00% | −116−59.5% | Reduced |
| CoreCap Advisors, LLC | 82 | $9.50K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 85 | $9.85K | 0.00% | −8−8.6% | Reduced |
| Smithfield Trust Co | 90 | $10.0K | 0.00% | −800−89.9% | Reduced |
| GWM Advisors LLC | 88 | $10.2K | 0.00% | +59+203.4% | Added |
| Johnson Financial Group, Inc. | 89 | $10.3K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 90 | $10.4K | 0.00% | +23+34.3% | Added |
| Salem Investment Counselors Inc | 94 | $10.9K | 0.00% | +94 | New |
| CX Institutional | 97 | $11.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 98 | $11.4K | 0.00% | +87+790.9% | Added |
| CVA Family Office, LLC | 99 | $11.5K | 0.00% | +99 | New |
| Community Bank, N.A. | 100 | $11.6K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 102 | $11.8K | 0.01% | −10−8.9% | Reduced |
| Farmers & Merchants Investments Inc | 105 | $12.2K | 0.00% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 106 | $12.3K | 0.01% | 00.0% | Unchanged |
| First Horizon Corp | 108 | $12.5K | 0.00% | +6+5.9% | Added |
| Aster Capital Management (DIFC) Ltd | 147 | $13.6K | 0.00% | +147 | New |
| Pinnacle Wealth Planning Services, Inc. | 126 | $14.5K | 0.00% | +18+16.7% | Added |
| Valley National Advisers Inc | 146 | $16.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 140 | $16.2K | 0.00% | −1−0.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 142 | $16.2K | 0.00% | −44−23.7% | Reduced |
| Parkside Financial Bank & Trust | 150 | $17.4K | 0.00% | +59+64.8% | Added |
| RWM Asset Management, LLC | 150 | $17.4K | 0.00% | +150 | New |
| Private Trust Co NA | 156 | $18.1K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 164 | $19.0K | 0.00% | +73+80.2% | Added |
| Heritage Wealth Advisors | 164 | $19.0K | 0.00% | +164 | New |
| Harbour Investments, Inc. | 165 | $19.1K | 0.00% | +100+153.8% | Added |
| SBI Securities Co., Ltd. | 167 | $19.4K | 0.00% | +99+145.6% | Added |
| True Wealth Design, LLC | 174 | $20.2K | 0.01% | −14−7.4% | Reduced |
| Peregrine Capital Management LLC | 190 | $22.0K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 202 | $23.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 212 | $24.6K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 213 | $24.7K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 219 | $25.4K | 0.00% | +214+4,280.0% | Added |
| Group One Trading, L.P. | 237 | $27.5K | 0.00% | +237 | New |
| TD Waterhouse Canada Inc. | 240 | $28.2K | 0.00% | +131+120.2% | Added |
| Advisory Services Network, LLC | 260 | $30.1K | 0.00% | +260 | New |
| Manchester Capital Management LLC | 281 | $32.6K | 0.00% | −5−1.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 289 | $33.5K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 295 | $34.2K | 0.00% | +47+19.0% | Added |
| Los Angeles Capital Management LLC | 299 | $34.6K | 0.00% | −16,180−98.2% | Reduced |
| Leonteq Securities AG | 309 | $35.8K | 0.00% | −244−44.1% | Reduced |