| Avion Wealth | 7 | $0 | 0.00% | −7−50.0% | Reduced |
| Lloyd Advisory Services, LLC. | 0 | $15 | 0.00% | 0 | New |
| Winnow Wealth LLC | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Intesa Sanpaolo S.p.A. | 1 | $68 | 0.00% | +1 | New |
| Hamrick Investment Counsel, llc | 1 | $68 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $134 | 0.00% | −2−50.0% | Reduced |
| Signature Resources Capital Management, LLC | 2 | $134 | 0.00% | +2 | New |
| Retirement Wealth Solutions LLC | 3 | $201 | 0.00% | +1+50.0% | Added |
| Crewe Advisors LLC | 3 | $201 | 0.00% | +3 | New |
| Aspect Partners, LLC | 3 | $201 | 0.00% | +3 | New |
| Wealth Watch Advisors, INC | 4 | $268 | 0.00% | −7−63.6% | Reduced |
| Highline Wealth Partners LLC | 4 | $285 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $335 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $335 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 5 | $335 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $393 | 0.00% | +1+20.0% | Added |
| Godfrey Financial Associates, Inc. | 6 | $402 | 0.00% | +6 | New |
| Key Capital Management, INC | 6 | $402 | 0.00% | +6 | New |
| McGuire Capital Advisors Inc | 6 | $418 | 0.00% | +6 | New |
| Principia Wealth Advisory, LLC | 7 | $469 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 7 | $469 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $536 | 0.00% | +3+60.0% | Added |
| Dunhill Financial, LLC | 9 | $570 | 0.00% | −1,065−99.2% | Reduced |
| Strive Financial Group ,LLC | 9 | $602 | 0.00% | +9 | New |
| TFC Financial Management | 9 | $603 | 0.00% | 00.0% | Unchanged |
| Bridge Generations Wealth Management LLC | 9 | $603 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 10 | $683 | 0.00% | +10 | New |
| Cornerstone Financial Management LLC | 14 | $937 | 0.00% | +14 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $1.00K | 0.00% | −43−74.1% | Reduced |
| Atlantic Trust, LLC | 15 | $1.00K | 0.00% | −22−59.5% | Reduced |
| HFM Investment Advisors, LLC | 15 | $1.00K | 0.00% | +2+15.4% | Added |
| 1015 Capital Partners, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Turning Point Benefit Group, Inc. | 16 | $1.07K | 0.00% | +16 | New |
| First Command Advisory Services, Inc. | 17 | $1.14K | 0.00% | +17 | New |
| Valued Wealth Advisors LLC | 18 | $1.19K | 0.00% | +7+63.6% | Added |
| Wealth Enhancement Trust Services, Inc. | 18 | $1.21K | 0.00% | +18 | New |
| Optima Capital LLC | 19 | $1.29K | 0.00% | +19 | New |
| CoreCap Advisors, LLC | 20 | $1.34K | 0.00% | −47−70.1% | Reduced |
| Richard W. Paul & Associates, LLC | 21 | $1.41K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 21 | $1.41K | 0.00% | +4+23.5% | Added |
| Rialto Wealth Management, LLC | 22 | $1.47K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 22 | $1.47K | 0.00% | +22 | New |
| Fiduciary Advisors, Inc. | 22 | $1.47K | 0.00% | +22 | New |
| Rakuten Securities, Inc. | 24 | $1.61K | 0.00% | +10+71.4% | Added |
| Sunbelt Securities, Inc. | 25 | $1.67K | 0.00% | −288−92.0% | Reduced |
| LRI Investments, LLC | 25 | $1.67K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $1.94K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 29 | $1.94K | 0.00% | +29 | New |
| Centerpoint Advisors, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $2.01K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 30 | $2.01K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 30 | $2.04K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 31 | $2.08K | 0.00% | −642−95.4% | Reduced |
| Sachetta, LLC | 31 | $2.08K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 31 | $2.08K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 32 | $2.14K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 33 | $2.24K | 0.00% | +15+83.3% | Added |
| Hoey Investments, Inc | 34 | $2.28K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $2.34K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 35 | $2.34K | 0.00% | +35 | New |
| Atlantic Union Bankshares Corp | 36 | $2.43K | 0.00% | +36 | Added |
| Newbridge Financial Services Group, Inc. | 38 | $2.54K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 42 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 44 | $2.94K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 39 | $3.00K | 0.00% | −75−65.8% | Reduced |
| Addison Advisors LLC | 45 | $3.01K | 0.00% | −187−80.6% | Reduced |
| Prosperity Bancshares Inc | 45 | $3.01K | 0.00% | +45 | New |
| American National Bank | 46 | $3.08K | 0.00% | +46 | New |
| Gables Capital Management Inc. | 47 | $3.15K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 49 | $3.28K | 0.00% | +22+81.5% | Added |
| N.E.W. Advisory Services LLC | 50 | $3.35K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 50 | $3.35K | 0.00% | +50 | New |
| Fairman Group, LLC | 51 | $3.46K | 0.00% | +51 | New |
| Reflection Asset Management | 53 | $3.73K | 0.00% | +53 | New |
| New England Capital Financial Advisors LLC | 59 | $3.97K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 60 | $4.02K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 60 | $4.02K | 0.00% | +60 | New |
| NBC Securities, Inc. | 62 | $4.15K | 0.00% | +12+24.0% | Added |
| Kilter Group LLC | 64 | $4.28K | 0.00% | +30+88.2% | Added |
| Abound Wealth Management | 70 | $4.70K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 76 | $5.09K | 0.00% | +76 | New |
| Curat Global, LLC | 77 | $5.15K | 0.01% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 80 | $5.36K | 0.00% | +80 | New |
| Financial Management Professionals, Inc. | 79 | $5.37K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 83 | $5.55K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 84 | $5.62K | 0.00% | +84 | New |
| Boreal Capital Management LLC | 84 | $5.70K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 86 | $5.76K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 87 | $5.82K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 92 | $6.16K | 0.00% | +3+3.4% | Added |
| Legacy Wealth Managment, LLC | 97 | $6.49K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 100 | $6.69K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $6.69K | 0.00% | 00.0% | Unchanged |
| Jessup Wealth Management, Inc | 100 | $6.69K | 0.00% | +100 | New |
| Vision Retirement, LLC | 100 | $6.69K | 0.00% | +100 | New |
| Cherry Tree Wealth Management, LLC | 100 | $6.70K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 108 | $7.00K | 0.00% | −44−28.9% | Reduced |
| Cetera Trust Company, N.A | 107 | $7.16K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 106 | $7.20K | 0.00% | 00.0% | Unchanged |