| Tradewinds Capital Management, LLC | 1 | $144 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $144 | 0.00% | +1 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $144 | 0.00% | +1 | New |
| Abound Wealth Management | 2 | $268 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $288 | 0.00% | +1+100.0% | Added |
| Stone House Investment Management, LLC | 2 | $288 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $288 | 0.00% | +2 | New |
| Torren Management, LLC | 2 | $288 | 0.00% | +2 | New |
| Bogart Wealth, LLC | 3 | $432 | 0.00% | −68−95.8% | Reduced |
| Legacy Wealth Managment, LLC | 3 | $432 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $432 | 0.00% | +3 | New |
| Laurel Wealth Advisors LLC | 3 | $432 | 0.00% | +3 | New |
| CVA Family Office, LLC | 3 | $432 | 0.00% | +3 | New |
| Rachor Investment Advisory Services, LLC | 3 | $432 | 0.00% | +3 | New |
| Bare Financial Services, Inc | 3 | $432 | 0.00% | +3 | New |
| Financial Network Wealth Advisors LLC | 4 | $576 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $576 | 0.00% | +4 | New |
| 1015 Capital Partners, LLC | 4 | $576 | 0.00% | +4 | New |
| Newbridge Financial Services Group, Inc. | 5 | $719 | 0.00% | −116−95.9% | Reduced |
| Atlantic Private Wealth, LLC | 5 | $719 | 0.00% | +5 | New |
| Activest Wealth Management | 6 | $863 | 0.00% | +6 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $864 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.01K | 0.00% | +5+250.0% | Added |
| Godfrey Financial Associates, Inc. | 7 | $1.01K | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 7 | $1.01K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.15K | 0.00% | +6+300.0% | Added |
| Berkshire Capital Holdings Inc | 10 | $1.44K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $1.44K | 0.00% | +8+400.0% | Added |
| Bangor Savings Bank | 10 | $1.44K | 0.00% | +10 | New |
| Chilton Capital Management LLC | 12 | $1.73K | 0.00% | +12 | New |
| Investors Portfolio Services LLC | 13 | $1.87K | 0.00% | +13 | New |
| Caitlin John, LLC | 14 | $2.01K | 0.00% | +4+40.0% | Added |
| Optima Capital LLC | 14 | $2.01K | 0.00% | +14 | New |
| Kilter Group LLC | 14 | $2.02K | 0.00% | +8+133.3% | Added |
| Vermillion Wealth Management, Inc. | 15 | $2.16K | 0.00% | +15 | New |
| IMA Wealth, Inc. | 17 | $2.45K | 0.00% | +17 | New |
| North Star Investment Management Corp. | 18 | $2.59K | 0.00% | +18 | New |
| Bayban | 18 | $2.59K | 0.00% | +18 | New |
| Atlantic Edge Private Wealth Management, LLC | 20 | $2.88K | 0.00% | +20 | New |
| Avion Wealth | 21 | $3.00K | 0.00% | +6+40.0% | Added |
| Sound Income Strategies, LLC | 20 | $3.02K | 0.00% | −100−83.3% | Reduced |
| Marquette Asset Management, LLC | 21 | $3.02K | 0.00% | +3+16.7% | Added |
| Cornerstone Financial Management LLC | 21 | $3.02K | 0.00% | +21 | New |
| Indiana Trust & Investment Management CO | 22 | $3.17K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 25 | $3.60K | 0.00% | −67−72.8% | Reduced |
| Colonial Trust Co | 25 | $3.67K | 0.00% | −1−3.8% | Reduced |
| Raffa Wealth Management, LLC | 26 | $3.74K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 28 | $4.03K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 28 | $4.03K | 0.00% | +28 | New |
| Bellevue Asset Management, LLC | 29 | $4.17K | 0.00% | +6+26.1% | Added |
| Disciplined Equity Management, Inc. | 30 | $4.32K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 30 | $4.32K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 31 | $4.46K | 0.00% | +21+210.0% | Added |
| Basecamp Wealth Advisors LLC | 34 | $4.89K | 0.00% | +34 | New |
| Ancora Advisors, LLC | 36 | $5.18K | 0.00% | +36 | New |
| Armstrong Advisory Group, Inc | 36 | $5.18K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 37 | $5.32K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 42 | $6.04K | 0.00% | +42 | New |
| UMA Financial Services, Inc. | 43 | $6.19K | 0.00% | +10+30.3% | Added |
| AdvisorNet Financial, Inc | 44 | $6.33K | 0.00% | +44 | New |
| LRI Investments, LLC | 44 | $6.34K | 0.00% | +4+10.0% | Added |
| Copia Wealth Management | 45 | $6.47K | 0.00% | +45 | New |
| WealthCollab, LLC | 52 | $7.48K | 0.00% | −11−17.5% | Reduced |
| Hughes Financial Services, LLC | 55 | $7.91K | 0.00% | −4−6.8% | Reduced |
| Kingdom Financial Group LLC. | 56 | $8.06K | 0.00% | +56 | New |
| Aster Capital Management (DIFC) Ltd | 60 | $8.63K | 0.00% | +60 | New |
| Wolff Wiese Magana LLC | 67 | $9.64K | 0.01% | −8−10.7% | Reduced |
| Salomon & Ludwin, LLC | 75 | $10.5K | 0.00% | +75 | New |
| Parkside Financial Bank & Trust | 81 | $11.7K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 92 | $13.2K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 97 | $14.0K | 0.00% | −7−6.7% | Reduced |
| Merited Wealth, LLC | 98 | $14.1K | 0.01% | +98 | New |
| Berbice Capital Management LLC | 100 | $14.4K | 0.01% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $14.4K | 0.00% | +100 | New |
| Financial Consulate, Inc | 102 | $14.7K | 0.00% | +97+1,940.0% | Added |
| WPG Advisers, LLC | 105 | $15.1K | 0.01% | −28−21.1% | Reduced |
| Cornerstone Planning Group LLC | 120 | $15.6K | 0.00% | −1−0.8% | Reduced |
| Westside Investment Management, Inc. | 110 | $15.8K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 121 | $17.4K | 0.00% | +121 | New |
| SRS Capital Advisors, Inc. | 129 | $18.6K | 0.00% | −3,682−96.6% | Reduced |
| Wellington-Altus USA Inc. | 131 | $18.9K | 0.01% | +131 | New |
| Contravisory Investment Management, Inc. | 138 | $19.9K | 0.00% | −24−14.8% | Reduced |
| HighMark Wealth Management LLC | 150 | $21.6K | 0.01% | +150 | New |
| McGuire Capital Advisors Inc | 150 | $21.6K | 0.01% | +150 | New |
| LGT Financial Advisors LLC | 153 | $22.0K | 0.13% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 154 | $22.2K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 155 | $22.3K | 0.00% | +19+14.0% | Added |
| Bullock Wealth Management Group | 163 | $23.5K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 169 | $24.3K | 0.00% | −10−5.6% | Reduced |
| Crewe Advisors LLC | 171 | $24.6K | 0.00% | +106+163.1% | Added |
| Reflection Asset Management | 173 | $24.9K | 0.02% | +173 | New |
| Quarry LP | 175 | $25.2K | 0.00% | −122−41.1% | Reduced |
| Acumen Wealth Advisors, LLC | 175 | $25.2K | 0.01% | +175 | New |
| Covestor Ltd | 178 | $26.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 194 | $27.9K | 0.01% | +1+0.5% | Added |
| True Wealth Design, LLC | 200 | $28.8K | 0.01% | −1−0.5% | Reduced |
| Hollencrest Capital Management | 207 | $29.8K | 0.00% | −1,372−86.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 220 | $31.7K | 0.00% | +220 | New |
| Atlantic Union Bankshares Corp | 223 | $32.1K | 0.00% | +48+27.4% | Added |
| Flagship Harbor Advisors, LLC | 225 | $32.4K | 0.00% | +225 | New |
