| American Capital Advisory, LLC | 2 | $80 | 0.00% | +2 | New |
| Rossby Financial, LCC | 3 | $119 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $130 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 5 | $199 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $318 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 11 | $436 | 0.00% | +11 | New |
| UMA Financial Services, Inc. | 12 | $476 | 0.00% | −11−47.8% | Reduced |
| Optima Capital LLC | 12 | $476 | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 13 | $515 | 0.00% | +7+116.7% | Added |
| Princeton Global Asset Management LLC | 14 | $555 | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 17 | $674 | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $753 | 0.00% | +4+26.7% | Added |
| Financial Network Wealth Advisors LLC | 20 | $793 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 22 | $872 | 0.00% | +22 | New |
| Key Financial Inc | 24 | $951 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 25 | $991 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 29 | $1.15K | 0.00% | +3+11.5% | Added |
| Harbour Investments, Inc. | 38 | $1.51K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 39 | $1.55K | 0.00% | +23+143.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 42 | $1.67K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 43 | $1.71K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 50 | $1.98K | 0.00% | +50 | New |
| Flagship Harbor Advisors, LLC | 50 | $1.98K | 0.00% | +50 | New |
| Bollard Group LLC | 45 | $2.00K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 50 | $2.00K | 0.00% | +50 | New |
| Bell Investment Advisors, Inc | 52 | $2.06K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 57 | $2.26K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 58 | $2.30K | 0.00% | −50−46.3% | Reduced |
| Fortitude Family Office, LLC | 58 | $2.30K | 0.00% | +6+11.5% | Added |
| Keating Financial Advisory Services, Inc. | 60 | $2.38K | 0.00% | +60 | New |
| Sachetta, LLC | 61 | $2.42K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 66 | $2.62K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 66 | $2.62K | 0.00% | +66 | New |
| High Note Wealth, LLC | 67 | $2.65K | 0.00% | +67 | New |
| Sunrise Financial Services, LLC | 71 | $2.81K | 0.00% | +71 | New |
| Birchbrook, Inc. | 73 | $2.89K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 80 | $3.17K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 80 | $3.17K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 86 | $3.41K | 0.02% | 00.0% | Unchanged |
| GWM Advisors LLC | 100 | $3.96K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 100 | $3.96K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $3.96K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 104 | $4.12K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 107 | $4.24K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 110 | $4.36K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 116 | $4.60K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 119 | $4.72K | 0.00% | +100+526.3% | Added |
| Rakuten Securities, Inc. | 128 | $5.07K | 0.00% | −173−57.5% | Reduced |
| Farmers & Merchants Investments Inc | 136 | $5.39K | 0.00% | +5+3.8% | Added |
| Larson Financial Group LLC | 137 | $5.43K | 0.00% | −609−81.6% | Reduced |
| C M Bidwell & Associates Ltd | 148 | $5.87K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 158 | $6.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 159 | $6.30K | 0.00% | +30+23.3% | Added |
| Torren Management, LLC | 160 | $6.34K | 0.00% | +160 | New |
| Accent Capital Management, LLC | 164 | $6.50K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 164 | $6.50K | 0.01% | +164 | New |
| CVA Family Office, LLC | 165 | $6.54K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 157 | $6.55K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 181 | $7.17K | 0.00% | +181 | New |
| DAGCO, Inc. | 184 | $7.29K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 192 | $7.61K | 0.00% | −382−66.6% | Reduced |
| Armstrong Advisory Group, Inc | 200 | $7.93K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 200 | $7.93K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 210 | $8.32K | 0.00% | +210 | New |
| Massmutual Trust Co FSB | 211 | $8.36K | 0.00% | +24+12.8% | Added |
| Parkside Financial Bank & Trust | 216 | $8.56K | 0.00% | +53+32.5% | Added |
| Elequin Capital LP | 231 | $9.15K | 0.00% | +231 | New |
| Private Wealth Management Group, LLC | 233 | $9.23K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 245 | $9.71K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 249 | $9.87K | 0.00% | +200+408.2% | Added |
| Nalls Sherbakoff Group, LLC | 250 | $9.91K | 0.01% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 261 | $10.3K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 275 | $10.9K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 268 | $11.0K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 310 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 335 | $13.3K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 351 | $13.9K | 0.00% | +314+848.6% | Added |
| SBI Securities Co., Ltd. | 355 | $14.1K | 0.00% | −68−16.1% | Reduced |
| Root Financial Partners, LLC | 373 | $14.8K | 0.00% | +64+20.7% | Added |
| AdvisorNet Financial, Inc | 375 | $14.9K | 0.00% | +75+25.0% | Added |
| Clearstead Advisors, LLC | 376 | $14.9K | 0.00% | −1,218−76.4% | Reduced |
| SRS Capital Advisors, Inc. | 423 | $16.8K | 0.00% | −39,179−98.9% | Reduced |
| Matrix Trust Co | 427 | $17.0K | 0.00% | +427 | New |
| Intesa Sanpaolo Wealth Management | 450 | $17.8K | 0.00% | +450 | New |
| Leonteq Securities AG | 454 | $18.0K | 0.00% | +203+80.9% | Added |
| MTM Investment Management, LLC | 500 | $19.8K | 0.01% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 500 | $19.8K | 0.01% | +500 | New |
| Kemnay Advisory Services Inc. | 504 | $20.0K | 0.00% | +504 | New |
| Strategic Advocates LLC | 500 | $20.1K | 0.01% | 00.0% | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich | 550 | $21.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 562 | $22.3K | 0.00% | +562 | New |
| Ransom Advisory, Ltd | 565 | $22.4K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 573 | $22.7K | 0.00% | −150−20.7% | Reduced |
| Ancora Advisors, LLC | 600 | $23.8K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 615 | $24.4K | 0.00% | +602+4,630.8% | Added |
| Basecamp Wealth Advisors LLC | 639 | $25.3K | 0.01% | +639 | New |
| Smartleaf Asset Management LLC | 638 | $25.7K | 0.00% | −2,343−78.6% | Reduced |
| Global Retirement Partners, LLC | 650 | $25.8K | 0.00% | +311+91.7% | Added |
| Golden State Wealth Management, LLC | 670 | $26.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 677 | $26.8K | 0.00% | +483+249.0% | Added |