| Cloud Capital Management, LLC | 22 | $0 | 0.00% | +22 | New |
| Transamerica Financial Advisors, Inc. | 2 | $84 | 0.00% | +2 | New |
| JPL Wealth Management, LLC | 5 | $211 | 0.00% | +5 | New |
| DecisionPoint Financial, LLC | 5 | $215 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $252 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $337 | 0.00% | +2+33.3% | Added |
| SJS Investment Consulting Inc. | 13 | $547 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 14 | $589 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $616 | 0.00% | +2+15.4% | Added |
| Atlantic Trust, LLC | 16 | $674 | 0.00% | −73−82.0% | Reduced |
| Financial Consulate, Inc | 19 | $800 | 0.00% | +19 | New |
| Financial Network Wealth Advisors LLC | 20 | $841 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 23 | $968 | 0.00% | −9−28.1% | Reduced |
| Picton Mahoney Asset Management | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $1.03K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 26 | $1.09K | 0.00% | +6+30.0% | Added |
| Groupe la Francaise | 40 | $1.45K | 0.00% | +40 | New |
| True Wealth Design, LLC | 37 | $1.56K | 0.00% | +2+5.7% | Added |
| Harbour Investments, Inc. | 38 | $1.60K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 42 | $1.77K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 43 | $1.81K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 49 | $2.06K | 0.00% | +49 | New |
| Strengthening Families & Communities, LLC | 50 | $2.10K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 52 | $2.19K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 52 | $2.19K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 57 | $2.40K | 0.00% | +57 | New |
| Sachetta, LLC | 61 | $2.57K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 66 | $2.78K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 73 | $3.07K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 80 | $3.37K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 80 | $3.37K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 86 | $3.62K | 0.01% | −50−36.8% | Reduced |
| GWM Advisors LLC | 100 | $4.21K | 0.00% | −14,219−99.3% | Reduced |
| Anchor Investment Management, LLC | 100 | $4.21K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $4.21K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 100 | $4.21K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $4.21K | 0.00% | +100 | New |
| Aventura Private Wealth, LLC | 100 | $4.21K | 0.00% | +100 | New |
| Colonial Trust Co | 104 | $4.38K | 0.00% | +31+42.5% | Added |
| Vermillion & White Wealth Management Group, LLC | 107 | $4.50K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 108 | $4.54K | 0.00% | −40−27.0% | Reduced |
| Atlantic Union Bankshares Corp | 110 | $4.63K | 0.00% | +55+100.0% | Added |
| Boyd Watterson Asset Management LLC | 116 | $4.88K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 129 | $5.43K | 0.00% | −6−4.4% | Reduced |
| Farmers & Merchants Investments Inc | 131 | $5.51K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 148 | $6.23K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 157 | $6.61K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 158 | $6.65K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 163 | $6.86K | 0.00% | −10−5.8% | Reduced |
| Accent Capital Management, LLC | 164 | $6.90K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 165 | $6.94K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 184 | $7.74K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 187 | $7.87K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 194 | $8.16K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 200 | $8.41K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $8.41K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 226 | $9.00K | 0.00% | +27+13.6% | Added |
| Private Wealth Management Group, LLC | 233 | $9.80K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 245 | $10.3K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 250 | $10.5K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 251 | $10.6K | 0.00% | −2,190−89.7% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 261 | $11.0K | 0.00% | −114−30.4% | Reduced |
| Centerpoint Advisors, LLC | 268 | $11.0K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 275 | $11.6K | 0.00% | +275 | New |
| Caitong International Asset Management Co., Ltd | 292 | $12.3K | 0.01% | +292 | New |
| Country Trust Bank | 300 | $12.6K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 300 | $12.6K | 0.00% | +109+57.1% | Added |
| Rakuten Securities, Inc. | 301 | $12.7K | 0.00% | +300+30,000.0% | Added |
| Root Financial Partners, LLC | 309 | $13.0K | 0.00% | +309 | New |
| Measured Wealth Private Client Group, LLC | 310 | $13.0K | 0.00% | +310 | New |
| Global Retirement Partners, LLC | 339 | $14.3K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 335 | $14.4K | 0.01% | +335 | New |
| SBI Securities Co., Ltd. | 423 | $17.8K | 0.00% | −512−54.8% | Reduced |
| Shell Asset Management Co | 420 | $18.0K | 0.00% | −1,010−70.6% | Reduced |
| Principal Securities, Inc. | 431 | $18.1K | 0.00% | +165+62.0% | Added |
| Huntington National Bank | 439 | $18.5K | 0.00% | −39−8.2% | Reduced |
| MTM Investment Management, LLC | 500 | $21.0K | 0.01% | 00.0% | Unchanged |
| Strategic Advocates LLC | 500 | $21.0K | 0.01% | +500 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 550 | $23.1K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 565 | $23.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 574 | $24.1K | 0.01% | +574 | New |
| Aster Capital Management (DIFC) Ltd | 580 | $24.4K | 0.01% | +580 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 600 | $25.2K | 0.05% | −159−20.9% | Reduced |
| Ancora Advisors, LLC | 600 | $25.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 639 | $26.9K | 0.00% | +2+0.3% | Added |
| IFP Advisors, Inc | 642 | $27.0K | 0.00% | +113+21.4% | Added |
| Rise Advisors, LLC | 651 | $27.4K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 670 | $28.2K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 681 | $29.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 723 | $30.4K | 0.00% | +408+129.5% | Added |
| PenderFund Capital Management Ltd. | 740 | $31.1K | 0.01% | +64+9.5% | Added |
| Larson Financial Group LLC | 746 | $31.4K | 0.00% | +734+6,116.7% | Added |
| Wealthspire Advisors, LLC | 806 | $33.9K | 0.00% | +806 | New |
| Hurley Capital, LLC | 875 | $36.8K | 0.02% | +100+12.9% | Added |
| Creative Financial Designs Inc | 890 | $37.4K | 0.00% | +890 | New |
| Ci Investments Inc. | 1,088 | $46.0K | 0.00% | +174+19.0% | Added |
| 1620 Investment Advisors, Inc. | 1,163 | $48.9K | 0.03% | −15−1.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 1,180 | $49.6K | 0.00% | +985+505.1% | Added |
| CIBC Private Wealth Group, LLC | 1,267 | $53.3K | 0.00% | +1,167+1,167.0% | Added |