| High Note Wealth, LLC | 3 | $70 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 4 | $93 | 0.00% | +4 | New |
| Toth Financial Advisory Corp | 8 | $187 | 0.00% | +8 | New |
| Trust Co | 27 | $629 | 0.00% | +27 | New |
| Kilter Group LLC | 35 | $816 | 0.00% | +35 | New |
| Horizon Investments, LLC | 43 | $1.00K | 0.00% | −45−51.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 47 | $1.10K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 52 | $1.21K | 0.00% | −10−16.1% | Reduced |
| MV Capital Management, Inc. | 60 | $1.40K | 0.00% | +60 | New |
| St Germain D J Co Inc | 62 | $1.45K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 62 | $1.45K | 0.00% | +10+19.2% | Added |
| NFJ Investment Group, LLC | 64 | $1.49K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 76 | $1.77K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 76 | $1.77K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 81 | $1.89K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 87 | $2.03K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 100 | $2.33K | 0.00% | +100 | New |
| JNBA Financial Advisors | 107 | $2.50K | 0.00% | +107 | New |
| Financial Network Wealth Advisors LLC | 117 | $2.73K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 118 | $2.75K | 0.00% | +118 | New |
| Aventura Private Wealth, LLC | 122 | $2.84K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 122 | $2.84K | 0.00% | +122 | New |
| McGuire Capital Advisors Inc | 123 | $2.87K | 0.00% | +123 | New |
| Ameriflex Group, Inc. | 125 | $2.91K | 0.00% | −125−50.0% | Reduced |
| Reyes Financial Architecture, Inc. | 129 | $3.01K | 0.00% | +129 | New |
| Elyxium Wealth, LLC | 130 | $3.03K | 0.00% | +130 | New |
| Anfield Capital Management, LLC | 140 | $3.26K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 140 | $3.26K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 158 | $4.00K | 0.00% | +81+105.2% | Added |
| Smithfield Trust Co | 159 | $4.00K | 0.00% | +159 | New |
| Proffitt & Goodson Inc | 182 | $4.24K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 184 | $4.29K | 0.00% | +184 | New |
| Godfrey Financial Associates, Inc. | 185 | $4.31K | 0.00% | +185 | New |
| Rosenberg Matthew Hamilton | 193 | $4.50K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 195 | $4.54K | 0.00% | +195 | New |
| Triumph Capital Management | 196 | $4.57K | 0.00% | +196 | New |
| Anchor Investment Management, LLC | 211 | $4.92K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 211 | $4.95K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 225 | $5.25K | 0.00% | +225 | New |
| Nemes Rush Group LLC | 233 | $5.43K | 0.00% | +233 | New |
| Independence Bank of Kentucky | 242 | $5.64K | 0.00% | +242 | New |
| Beaird Harris Wealth Management, LLC | 247 | $5.75K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 251 | $5.85K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 265 | $6.18K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 279 | $6.50K | 0.00% | +279 | New |
| Principia Wealth Advisory, LLC | 305 | $7.11K | 0.00% | +18+6.3% | Added |
| IMA Wealth, Inc. | 311 | $7.25K | 0.00% | +311 | New |
| Financial Consulate, Inc | 315 | $7.34K | 0.00% | +91+40.6% | Added |
| Country Trust Bank | 317 | $7.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 318 | $7.41K | 0.00% | +318 | New |
| SBI Securities Co., Ltd. | 321 | $7.48K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 325 | $7.58K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 350 | $8.16K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 357 | $8.32K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 372 | $8.67K | 0.00% | +372 | New |
| North Star Investment Management Corp. | 376 | $8.77K | 0.00% | +197+110.1% | Added |
| Albion Financial Group | 387 | $9.02K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 397 | $9.25K | 0.00% | +397 | New |
| ORG Partners LLC | 400 | $9.32K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 422 | $9.84K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 426 | $9.93K | 0.00% | +426 | New |
| ORG Wealth Partners, LLC | 445 | $10.4K | 0.00% | +29+7.0% | Added |
| Raffa Wealth Management, LLC | 453 | $10.6K | 0.00% | +248+121.0% | Added |
| Washington Trust Advisors, Inc. | 479 | $11.2K | 0.00% | −59−11.0% | Reduced |
| Asset Dedication, LLC | 500 | $11.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 531 | $12.4K | 0.00% | −91−14.6% | Reduced |
| MidFirst Bank | 6,104 | $12.8K | 0.00% | +6,104 | New |
| Strategic Wealth Partners, Ltd. | 562 | $13.1K | 0.00% | −300−34.8% | Reduced |
| Center for Financial Planning, Inc. | 564 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 570 | $13.3K | 0.00% | −140−19.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 578 | $13.5K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,415 | $13.8K | 0.08% | −29−2.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 604 | $14.1K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 612 | $14.3K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 622 | $14.5K | 0.00% | +404+185.3% | Added |
| Bell Investment Advisors, Inc | 626 | $14.6K | 0.00% | +269+75.4% | Added |
| Manning & Napier Advisors LLC | 625 | $14.7K | 0.00% | −305−32.8% | Reduced |
| Clearstead Advisors, LLC | 646 | $15.1K | 0.00% | +646 | New |
| J.Safra Asset Management Corp | 654 | $15.2K | 0.00% | +654 | New |
| Key Financial Inc | 675 | $15.7K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 743 | $17.3K | 0.00% | +743 | New |
| TD Capital Management LLC | 748 | $17.4K | 0.00% | +39+5.5% | Added |
| YANKCOM Partnership | 780 | $18.2K | 0.01% | +780 | New |
| Retirement Wealth Solutions LLC | 785 | $18.3K | 0.01% | +272+53.0% | Added |
| Atlantic Union Bankshares Corp | 796 | $18.6K | 0.00% | 00.0% | Unchanged |
| American National Bank | 836 | $19.5K | 0.00% | +836 | New |
| GW&K Investment Management, LLC | 860 | $20.0K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 858 | $20.0K | 0.01% | +39+4.8% | Added |
| Highline Wealth Partners LLC | 892 | $20.8K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 971 | $22.6K | 0.00% | −261−21.2% | Reduced |
| Huntington National Bank | 979 | $22.8K | 0.00% | +571+140.0% | Added |
| Geneos Wealth Management Inc. | 1,111 | $25.9K | 0.00% | +350+46.0% | Added |
| Basepoint Wealth LLC | 1,119 | $26.1K | 0.02% | +1,119 | New |
| Root Financial Partners, LLC | 1,141 | $26.6K | 0.00% | +426+59.6% | Added |
| Zions Bancorporation, National Association | 1,144 | $26.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,259 | $29.3K | 0.00% | +575+84.1% | Added |
| Bogart Wealth, LLC | 1,266 | $29.5K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 1,304 | $30.4K | 0.00% | +440+50.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 1,314 | $30.6K | 0.01% | +1,314 | New |
| Navigoe, LLC | 1,369 | $31.0K | 0.02% | 00.0% | Unchanged |