| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $28 | 0.00% | −4−80.0% | Reduced |
| Eastern Bank | 1 | $28 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $29 | 0.00% | −29−96.7% | Reduced |
| Maryland Capital Advisors Inc. | 1 | $29 | 0.00% | +1 | New |
| Grove Bank & Trust | 2 | $57 | 0.00% | −9,992−100.0% | Reduced |
| Medallion Wealth Advisors, LLC | 2 | $57 | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $85 | 0.00% | −1,550−99.8% | Reduced |
| Kingdom Financial Group LLC. | 3 | $85 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 3 | $85 | 0.00% | +1+50.0% | Added |
| Buck Wealth Strategies, LLC | 3 | $85 | 0.00% | +3 | New |
| Vision Financial Markets LLC | 3 | $89 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $114 | 0.00% | −6−60.0% | Reduced |
| CDKV Holdings LLC | 4 | $114 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $118 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5 | $142 | 0.00% | −15−75.0% | Reduced |
| United Community Bank | 5 | $142 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 5 | $142 | 0.00% | +5 | New |
| Montgomery Financial Services LLC | 6 | $170 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 7 | $199 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $224 | 0.00% | −18−72.0% | Reduced |
| Global Trust Asset Management, LLC | 10 | $283 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 10 | $283 | 0.00% | 00.0% | Unchanged |
| Motco | 10 | $283 | 0.00% | +10 | New |
| Decker Retirement Planning Inc. | 10 | $283 | 0.00% | +10 | New |
| Acumen Wealth Advisors, LLC | 10 | $284 | 0.00% | +10 | New |
| Valley National Advisers Inc | 11 | $312 | 0.00% | +11 | New |
| Caitlin John, LLC | 12 | $340 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 15 | $425 | 0.00% | +13+650.0% | Added |
| Strengthening Families & Communities, LLC | 15 | $425 | 0.00% | +15 | New |
| Highline Wealth Partners LLC | 16 | $453 | 0.00% | +4+33.3% | Added |
| NVWM, LLC | 17 | $482 | 0.00% | −10−37.0% | Reduced |
| TFC Financial Management | 18 | $510 | 0.00% | +16+800.0% | Added |
| First Horizon Corp | 19 | $538 | 0.00% | −39−67.2% | Reduced |
| 1015 Capital Partners, LLC | 20 | $566 | 0.00% | +17+566.7% | Added |
| Proathlete Wealth Management LLC | 21 | $594 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 22 | $623 | 0.00% | +22 | New |
| Ameriflex Group, Inc. | 24 | $680 | 0.00% | +23+2,300.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $707 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 27 | $765 | 0.00% | +15+125.0% | Added |
| Purpose Unlimited Inc. | 30 | $849 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 30 | $850 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 30 | $850 | 0.03% | +7+30.4% | Added |
| Creative Financial Designs Inc | 30 | $850 | 0.00% | +30 | New |
| Bare Financial Services, Inc | 33 | $935 | 0.00% | +33 | New |
| IFG Advisory, LLC | 34 | $963 | 0.00% | +34 | New |
| Graney & King, LLC | 35 | $991 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 35 | $992 | 0.00% | +35 | New |
| CKW Financial Group | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 38 | $1.08K | 0.00% | −21−35.6% | Reduced |
| Activest Wealth Management | 39 | $1.10K | 0.00% | −10−20.4% | Reduced |
| Wolff Wiese Magana LLC | 40 | $1.13K | 0.00% | +40 | New |
| Country Trust Bank | 41 | $1.16K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $1.16K | 0.00% | +16+64.0% | Added |
| High Note Wealth, LLC | 43 | $1.22K | 0.00% | +43 | New |
| JPL Wealth Management, LLC | 49 | $1.39K | 0.00% | −55−52.9% | Reduced |
| South State Corp. | 50 | $1.42K | 0.00% | −184−78.6% | Reduced |
| Gill Capital Partners, LLC | 50 | $1.42K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 50 | $1.42K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 50 | $1.42K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 50 | $1.42K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $1.42K | 0.00% | +50 | New |
| Anchor Investment Management, LLC | 51 | $1.44K | 0.00% | +51 | New |
| Princeton Global Asset Management LLC | 51 | $1.44K | 0.00% | +51 | New |
| Ancora Advisors, LLC | 54 | $1.53K | 0.00% | −190−77.9% | Reduced |
| Bell Investment Advisors, Inc | 56 | $1.59K | 0.00% | −13−18.8% | Reduced |
| North Star Investment Management Corp. | 56 | $1.59K | 0.00% | +56 | New |
| Lloyd Advisory Services, LLC. | 57 | $1.61K | 0.00% | +54+1,800.0% | Added |
| ZRC Wealth Management, LLC | 59 | $1.67K | 0.00% | −105−64.0% | Reduced |
| DT Investment Partners, LLC | 62 | $1.76K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 66 | $1.87K | 0.00% | +26+65.0% | Added |
| Synergy Investment Management, LLC | 64 | $1.91K | 0.00% | +64 | New |
| J.Safra Asset Management Corp | 70 | $1.98K | 0.00% | +70 | New |
| Action Point Financial Planning, LLC | 72 | $1.98K | 0.00% | +72 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 64 | $2.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 71 | $2.01K | 0.00% | −6−7.8% | Reduced |
| Trust Co of Vermont | 72 | $2.04K | 0.00% | +72 | New |
| TD Capital Management LLC | 73 | $2.07K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 75 | $2.12K | 0.00% | −270−78.3% | Reduced |
| Heritage Wealth Advisors | 76 | $2.15K | 0.00% | −517−87.2% | Reduced |
| Marquette Asset Management, LLC | 78 | $2.21K | 0.00% | +67+609.1% | Added |
| Plante Moran Financial Advisors, LLC | 82 | $2.32K | 0.00% | +82 | New |
| Atlantic Union Bankshares Corp | 82 | $2.32K | 0.00% | −1,120−93.2% | Reduced |
| SHP Wealth Management | 83 | $2.35K | 0.00% | +77+1,283.3% | Added |
| Beacon Investment Advisory Services, Inc. | 88 | $2.49K | 0.00% | +88 | New |
| Planning Strategies Inc. | 90 | $2.55K | 0.00% | +90 | New |
| MTM Investment Management, LLC | 93 | $2.63K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 95 | $2.69K | 0.00% | +95 | New |
| Raffa Wealth Management, LLC | 99 | $2.80K | 0.00% | +17+20.7% | Added |
| First United Bank Trust | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 100 | $2.83K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $2.83K | 0.00% | +50+100.0% | Added |
| Crews Bank & Trust | 100 | $2.83K | 0.00% | +100 | New |
| Aventura Private Wealth, LLC | 102 | $2.89K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 103 | $2.92K | 0.00% | +103 | New |
| Smithfield Trust Co | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 133 | $3.00K | 0.00% | +112+533.3% | Added |
| Westfuller Advisors, LLC | 110 | $3.12K | 0.00% | −76−40.9% | Reduced |
| Arlington Trust Co LLC | 110 | $3.12K | 0.00% | 00.0% | Unchanged |