| Keating Financial Advisory Services, Inc. | 1 | $50 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $51 | 0.00% | −8−88.9% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 2 | $100 | 0.00% | −739−99.7% | Reduced |
| Financial Management Professionals, Inc. | 2 | $100 | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 2 | $100 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $101 | 0.00% | +1+100.0% | Added |
| Dunhill Financial, LLC | 3 | $134 | 0.00% | +3 | New |
| Ameriflex Group, Inc. | 3 | $150 | 0.00% | −3−50.0% | Reduced |
| MV Capital Management, Inc. | 4 | $201 | 0.00% | −2−33.3% | Reduced |
| Clear Street Markets LLC | 5 | $250 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $251 | 0.00% | −1−16.7% | Reduced |
| Principia Wealth Advisory, LLC | 6 | $300 | 0.00% | −3−33.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 6 | $300 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $301 | 0.00% | −2−25.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 8 | $400 | 0.00% | +8 | New |
| Kilter Group LLC | 8 | $401 | 0.00% | +8 | New |
| Sunrise Financial Services, LLC | 9 | $450 | 0.00% | +9 | New |
| Elevated Capital Advisors, LLC | 10 | $500 | 0.00% | +10 | New |
| Addison Advisors LLC | 10 | $501 | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 11 | $551 | 0.00% | −13−54.2% | Reduced |
| Bare Financial Services, Inc | 15 | $750 | 0.00% | −12−44.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $750 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $801 | 0.00% | −2−11.1% | Reduced |
| Raffa Wealth Management, LLC | 18 | $900 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $901 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 20 | $1.00K | 0.00% | +20 | New |
| Cromwell Holdings LLC | 22 | $1.10K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 22 | $1.12K | 0.00% | −105−82.7% | Reduced |
| Bruce G. Allen Investments, LLC | 24 | $1.20K | 0.00% | −8−25.0% | Reduced |
| JNBA Financial Advisors | 25 | $1.25K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 26 | $1.32K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 28 | $1.40K | 0.00% | +28 | New |
| Your Advocates Ltd., LLP | 29 | $1.45K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $1.50K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 35 | $1.76K | 0.00% | +35 | New |
| Twin Tree Management, LP | 36 | $1.80K | 0.00% | +36 | New |
| National Bank of Canada | 37 | $1.84K | 0.00% | +35+1,750.0% | Added |
| Fortitude Family Office, LLC | 39 | $1.95K | 0.00% | −45−53.6% | Reduced |
| Private Trust Co NA | 39 | $1.95K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 43 | $2.15K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 45 | $2.25K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 48 | $2.40K | 0.00% | −5−9.4% | Reduced |
| Rossby Financial, LCC | 49 | $2.45K | 0.00% | +6+14.0% | Added |
| Essential Partners LLC | 49 | $2.45K | 0.00% | +41+512.5% | Added |
| ZRC Wealth Management, LLC | 51 | $2.55K | 0.00% | +42+466.7% | Added |
| South State Corp. | 53 | $2.65K | 0.00% | +45+562.5% | Added |
| Hughes Financial Services, LLC | 59 | $2.95K | 0.00% | −1−1.7% | Reduced |
| Evelyn Partners Investment Management LLP | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 62 | $3.10K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 63 | $3.15K | 0.00% | +63 | New |
| Twin Lakes Capital Management, LLC | 66 | $3.29K | 0.00% | +1+1.5% | Added |
| First Horizon Corp | 71 | $3.55K | 0.00% | +6+9.2% | Added |
| IAG Wealth Partners, LLC | 80 | $4.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 90 | $4.50K | 0.00% | +4+4.7% | Added |
| International Assets Investment Management, LLC | 90 | $4.50K | 0.00% | +90 | New |
| Grove Bank & Trust | 92 | $4.60K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 92 | $4.60K | 0.00% | −140−60.3% | Reduced |
| Colonial Trust Co | 95 | $4.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 100 | $5.00K | 0.00% | −66−39.8% | Reduced |
| North Star Investment Management Corp. | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 103 | $5.15K | 0.00% | +100+3,333.3% | Added |
| WPG Advisers, LLC | 105 | $5.25K | 0.00% | +4+4.0% | Added |
| Farmers & Merchants Investments Inc | 107 | $5.35K | 0.00% | +5+4.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 107 | $5.35K | 0.00% | +107 | New |
| Sachetta, LLC | 112 | $5.60K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 118 | $5.90K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 123 | $6.15K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 123 | $6.17K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 127 | $6.47K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 130 | $6.49K | 0.00% | +1+0.8% | Added |
| Turning Point Benefit Group, Inc. | 145 | $7.25K | 0.00% | +12+9.0% | Added |
| Root Financial Partners, LLC | 145 | $7.25K | 0.00% | −287−66.4% | Reduced |
| Fideuram Asset Management (Ireland) dac | 106 | $7.44K | 0.00% | +106 | New |
| Cape Investment Advisory, Inc. | 149 | $7.45K | 0.00% | +91+156.9% | Added |
| Basecamp Wealth Advisors LLC | 149 | $7.45K | 0.00% | +149 | New |
| Birchbrook, Inc. | 160 | $8.00K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 142 | $8.56K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 186 | $9.30K | 0.00% | −8−4.1% | Reduced |
| Flagship Harbor Advisors, LLC | 192 | $9.60K | 0.00% | +192 | New |
| Steigerwald, Gordon & Koch Inc. | 197 | $9.83K | 0.00% | 00.0% | Unchanged |
| Compass Financial Services Inc | 200 | $10.0K | 0.00% | −200−50.0% | Reduced |
| Anchor Investment Management, LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $10.0K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 200 | $10.0K | 0.01% | +200 | New |
| Ronald Blue Trust, Inc. | 202 | $10.1K | 0.00% | −53−20.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 196 | $10.5K | 0.00% | −111−36.2% | Reduced |
| Kentucky Trust Co | 210 | $10.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 227 | $11.4K | 0.00% | +1+0.4% | Added |
| True Wealth Design, LLC | 234 | $11.7K | 0.00% | +84+56.0% | Added |
| Bangor Savings Bank | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 300 | $15.0K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 300 | $15.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 301 | $15.0K | 0.00% | +261+652.5% | Added |