| Atlantic Private Wealth, LLC | 0 | $76 | 0.00% | −4−100.0% | Reduced |
| Central Trust Co | 1 | $414 | 0.00% | +1 | New |
| Essential Partners LLC | 1 | $422 | 0.00% | −3−75.0% | Reduced |
| Creative Financial Designs Inc | 1 | $422 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $422 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $422 | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 1 | $422 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $422 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $422 | 0.00% | +1 | New |
| NVWM, LLC | 1 | $422 | 0.00% | +1 | New |
| Triumph Capital Management | 1 | $422 | 0.00% | +1 | New |
| Arlington Trust Co LLC | 1 | $422 | 0.00% | +1 | New |
| United Financial Planning Group LLC | 1 | $422 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 2 | $844 | 0.00% | +1+100.0% | Added |
| Cape Investment Advisory, Inc. | 2 | $844 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $845 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2 | $845 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $845 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $845 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 2 | $845 | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 3 | $1.22K | 0.00% | +3 | New |
| Turning Point Benefit Group, Inc. | 3 | $1.27K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 3 | $1.27K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 3 | $1.27K | 0.00% | +3 | New |
| Bare Financial Services, Inc | 3 | $1.27K | 0.00% | +3 | New |
| Johnson Financial Group, Inc. | 3 | $1.27K | 0.00% | −5−62.5% | Reduced |
| American Capital Advisory, LLC | 3 | $1.27K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3 | $1.46K | 0.00% | −1−25.0% | Reduced |
| Bogart Wealth, LLC | 4 | $1.69K | 0.00% | −1−20.0% | Reduced |
| Activest Wealth Management | 4 | $1.69K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 4 | $1.69K | 0.00% | +4 | New |
| Optima Capital LLC | 4 | $1.69K | 0.00% | +4 | New |
| 1015 Capital Partners, LLC | 4 | $1.69K | 0.00% | +4 | New |
| Wealth Watch Advisors, INC | 5 | $2.11K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 5 | $2.11K | 0.00% | +5 | New |
| Onefund, LLC | 5 | $2.11K | 0.00% | +5 | New |
| JNBA Financial Advisors | 5 | $2.11K | 0.00% | +5 | New |
| Clayton Financial Group LLC | 5 | $2.11K | 0.00% | +5 | New |
| Colonial Trust Co | 5 | $2.28K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 6 | $2.53K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 6 | $2.63K | 0.00% | +6 | New |
| ZRC Wealth Management, LLC | 7 | $2.96K | 0.00% | +7 | New |
| Brown, Lisle/Cummings, Inc. | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $3.34K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $3.80K | 0.00% | −5−35.7% | Reduced |
| Private Trust Co NA | 9 | $3.80K | 0.00% | −3−25.0% | Reduced |
| Highline Wealth Partners LLC | 9 | $3.80K | 0.00% | −2−18.2% | Reduced |
| AdvisorNet Financial, Inc | 9 | $3.80K | 0.00% | 00.0% | Unchanged |
| Battery Global Advisors, LLC | 9 | $3.80K | 0.00% | +9 | New |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $3.83K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 10 | $4.00K | 0.00% | −10−50.0% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $4.22K | 0.00% | −25,220−100.0% | Reduced |
| Leonteq Securities AG | 10 | $4.22K | 0.00% | −1,100−99.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 10 | $4.22K | 0.00% | +3+42.9% | Added |
| American National Bank | 10 | $4.22K | 0.00% | +10 | New |
| Fairscale Capital, LLC | 11 | $4.64K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 12 | $5.06K | 0.00% | −10−45.5% | Reduced |
| North Star Investment Management Corp. | 12 | $5.06K | 0.00% | +12 | New |
| Marquette Asset Management, LLC | 12 | $5.07K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 13 | $5.49K | 0.00% | −1−7.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $5.49K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 14 | $5.91K | 0.00% | +10+250.0% | Added |
| Accent Capital Management, LLC | 15 | $6.33K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 15 | $6.33K | 0.00% | +15 | New |
| Atlantic Trust, LLC | 15 | $6.33K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $6.33K | 0.00% | +11+275.0% | Added |
| Raffa Wealth Management, LLC | 16 | $6.75K | 0.00% | +6+60.0% | Added |
| Motco | 17 | $7.17K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 18 | $7.60K | 0.00% | +18 | New |
| Atlantic Union Bankshares Corp | 18 | $7.60K | 0.00% | −2−10.0% | Reduced |
| Kilter Group LLC | 18 | $7.60K | 0.00% | +4+28.6% | Added |
| Rossby Financial, LCC | 19 | $8.02K | 0.00% | +19 | New |
| Wilkerson Advisory Group LLC | 19 | $8.02K | 0.00% | +19 | New |
| Rothschild Investment LLC | 19 | $8.21K | 0.00% | +8+72.7% | Added |
| Fortitude Family Office, LLC | 20 | $8.44K | 0.00% | −10−33.3% | Reduced |
| Hughes Financial Services, LLC | 20 | $8.44K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 21 | $8.53K | 0.00% | +21 | New |
| CBIZ Investment Advisory Services, LLC | 21 | $8.86K | 0.00% | −3−12.5% | Reduced |
| Manchester Capital Management LLC | 22 | $9.29K | 0.00% | +10+83.3% | Added |
| Elyxium Wealth, LLC | 23 | $9.58K | 0.00% | +23 | New |
| Vermillion & White Wealth Management Group, LLC | 23 | $9.71K | 0.01% | +3+15.0% | Added |
| Retirement Wealth Solutions LLC | 23 | $9.71K | 0.01% | +9+64.3% | Added |
| Sound Income Strategies, LLC | 22 | $9.75K | 0.00% | +22 | New |
| TSFG, LLC | 23 | $10.0K | 0.00% | −8−25.8% | Reduced |
| Fideuram Asset Management (Ireland) dac | 28 | $10.0K | 0.00% | +28 | New |
| Ancora Advisors, LLC | 25 | $10.6K | 0.00% | +25 | New |
| Eukles Asset Management | 25 | $10.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 25 | $10.6K | 0.01% | +25 | New |
| Abound Wealth Management | 26 | $10.9K | 0.00% | +17+188.9% | Added |
| Valley National Advisers Inc | 30 | $12.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 29 | $12.2K | 0.00% | +3+11.5% | Added |
| Chung Wu Investment Group, LLC | 30 | $12.7K | 0.01% | −690−95.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 30 | $12.7K | 0.00% | −15−33.3% | Reduced |
| Howard Hughes Medical Institute | 30 | $12.7K | 0.01% | +30 | New |
| Bell Investment Advisors, Inc | 31 | $13.1K | 0.00% | +3+10.7% | Added |
| Acumen Wealth Advisors, LLC | 32 | $13.5K | 0.00% | +32 | New |
| Friedenthal Financial | 35 | $14.8K | 0.01% | −2,531−98.6% | Reduced |
| MV Capital Management, Inc. | 35 | $14.8K | 0.00% | +3+9.4% | Added |
| Murphy & Mullick Capital Management Corp | 36 | $15.2K | 0.01% | +1+2.9% | Added |
| Osbon Capital Management LLC | 36 | $15.2K | 0.01% | +36 | New |