| Cloud Capital Management, LLC | 12 | $0 | 0.00% | +12 | New |
| Retirement Wealth Solutions LLC | 0 | $26 | 0.00% | −55−100.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 1 | $74 | 0.00% | −641−99.8% | Reduced |
| Colonial Trust Co | 3 | $226 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 4 | $297 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $297 | 0.00% | +4 | New |
| Quaker Wealth Management, LLC | 4 | $298 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $372 | 0.00% | −3−37.5% | Reduced |
| Creative Financial Designs Inc | 5 | $372 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 6 | $446 | 0.00% | +6 | New |
| UMA Financial Services, Inc. | 6 | $447 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 8 | $595 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 9 | $607 | 0.00% | +2+28.6% | Added |
| Bryn Mawr Trust Co | 9 | $669 | 0.00% | −646−98.6% | Reduced |
| Abound Wealth Management | 9 | $677 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $733 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 10 | $743 | 0.00% | +10 | New |
| Financial Consulate, Inc | 10 | $744 | 0.00% | +10 | New |
| TFC Financial Management | 11 | $818 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $923 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 13 | $966 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 13 | $966 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $966 | 0.00% | +2+18.2% | Added |
| Strengthening Families & Communities, LLC | 13 | $969 | 0.00% | +13 | New |
| Valley National Advisers Inc | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $1.00K | 0.00% | −8−36.4% | Reduced |
| Country Trust Bank | 15 | $1.11K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 15 | $1.12K | 0.00% | −7−31.8% | Reduced |
| Ancora Advisors, LLC | 16 | $1.19K | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 20 | $1.49K | 0.00% | +20 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 20 | $1.51K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 20 | $1.53K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $1.71K | 0.00% | −15−39.5% | Reduced |
| Fortitude Family Office, LLC | 24 | $1.78K | 0.00% | −10−29.4% | Reduced |
| Glen Eagle Advisors, LLC | 24 | $1.78K | 0.00% | +24 | New |
| Raffa Wealth Management, LLC | 25 | $1.86K | 0.00% | −128−83.7% | Reduced |
| McIlrath & Eck, LLC | 29 | $2.16K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 30 | $2.25K | 0.00% | +30 | New |
| Westfuller Advisors, LLC | 30 | $2.26K | 0.00% | +30 | New |
| Howard Hughes Medical Institute | 31 | $2.31K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 31 | $2.31K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 31 | $2.31K | 0.00% | +31 | New |
| Palisade Asset Management, LLC | 32 | $2.38K | 0.00% | +32 | New |
| Prestige Wealth Management Group LLC | 34 | $2.55K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $2.97K | 0.00% | −13−24.5% | Reduced |
| Princeton Global Asset Management LLC | 40 | $2.97K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 40 | $2.97K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 40 | $2.97K | 0.00% | +40 | New |
| Root Financial Partners, LLC | 40 | $2.97K | 0.00% | +40 | New |
| Private Wealth Management Group, LLC | 41 | $3.05K | 0.00% | −1−2.4% | Reduced |
| Boyd Watterson Asset Management LLC | 41 | $3.05K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 42 | $3.12K | 0.00% | +42 | New |
| ORG Partners LLC | 44 | $3.27K | 0.00% | −1−2.2% | Reduced |
| PFS Partners, LLC | 46 | $3.39K | 0.00% | +1+2.2% | Added |
| Red Tortoise LLC | 49 | $3.64K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $3.72K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 50 | $3.72K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 52 | $3.87K | 0.00% | +52 | New |
| Toth Financial Advisory Corp | 55 | $4.09K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $4.29K | 0.00% | −290−82.9% | Reduced |
| Private Wealth Asset Management, LLC | 61 | $4.54K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 64 | $4.76K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 71 | $5.28K | 0.00% | −95−57.2% | Reduced |
| DT Investment Partners, LLC | 78 | $5.80K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 79 | $5.87K | 0.00% | −79−50.0% | Reduced |
| Anfield Capital Management, LLC | 82 | $6.10K | 0.00% | +5+6.5% | Added |
| Larson Financial Group LLC | 90 | $6.67K | 0.00% | +7+8.4% | Added |
| Farmers & Merchants Investments Inc | 90 | $6.69K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 90 | $6.69K | 0.00% | +90 | New |
| Grove Bank & Trust | 93 | $6.91K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $7.43K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 100 | $7.43K | 0.00% | 00.0% | Unchanged |
| Kings Path Partners LLC | 100 | $7.43K | 0.00% | +100 | New |
| Atlantic Trust, LLC | 105 | $7.81K | 0.00% | +1+1.0% | Added |
| IFP Advisors, Inc | 111 | $8.25K | 0.00% | +23+26.1% | Added |
| Versant Capital Management, Inc | 113 | $8.40K | 0.00% | −147−56.5% | Reduced |
| NBC Securities, Inc. | 114 | $8.48K | 0.00% | +2+1.8% | Added |
| Johnson Financial Group, Inc. | 117 | $8.78K | 0.00% | +117 | New |
| Rise Advisors, LLC | 121 | $8.99K | 0.00% | +2+1.7% | Added |
| Transamerica Financial Advisors, Inc. | 135 | $10.1K | 0.00% | +135 | New |
| Group One Trading, L.P. | 141 | $10.5K | 0.00% | +141 | New |
| CoreCap Advisors, LLC | 143 | $10.6K | 0.00% | −21−12.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 143 | $10.7K | 0.00% | −33−18.8% | Reduced |
| JPL Wealth Management, LLC | 144 | $10.7K | 0.00% | +144 | New |
| Capital Advisors, Ltd. LLC | 154 | $11.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 150 | $11.2K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 150 | $11.2K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 150 | $11.2K | 0.00% | +150 | New |
| Private Trust Co NA | 152 | $11.3K | 0.00% | −78−33.9% | Reduced |
| Bogart Wealth, LLC | 154 | $11.4K | 0.00% | +154 | New |
| Essential Partners LLC | 157 | $11.7K | 0.00% | +157 | New |
| Wealthspire Advisors, LLC | 160 | $11.9K | 0.00% | +160 | New |
| Cullen/Frost Bankers, Inc. | 162 | $12.1K | 0.00% | +130+406.3% | Added |
| Cornerstone Planning Group LLC | 178 | $12.6K | 0.00% | +61+52.1% | Added |
| Itau Unibanco Holding S.A. | 169 | $12.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 182 | $13.5K | 0.00% | +15+9.0% | Added |
| Geneos Wealth Management Inc. | 190 | $14.1K | 0.00% | −176−48.1% | Reduced |
| Dynamic Wealth Strategies, LLC | 197 | $14.6K | 0.01% | −45−18.6% | Reduced |
| HM Payson & Co | 200 | $14.9K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $14.9K | 0.00% | +200 | New |