| Cloud Capital Management, LLC | 37 | $0 | 0.00% | +37 | New |
| Raleigh Capital Management Inc. | 0 | $4 | 0.00% | −37−100.0% | Reduced |
| Activest Wealth Management | 1 | $15 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $43 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $107 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 5 | $107 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $107 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 5 | $107 | 0.00% | +5 | New |
| Private Wealth Asset Management, LLC | 6 | $128 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $150 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11 | $235 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 11 | $238 | 0.00% | +11 | New |
| MPWM Advisory Solutions, LLC | 13 | $278 | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 15 | $330 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 20 | $428 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 23 | $510 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 24 | $514 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 25 | $535 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 25 | $535 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 25 | $535 | 0.00% | +25 | New |
| Bare Financial Services, Inc | 26 | $556 | 0.00% | −24−48.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 27 | $577 | 0.00% | +13+92.9% | Added |
| Caitong International Asset Management Co., Ltd | 31 | $663 | 0.00% | −459−93.7% | Reduced |
| Huntington National Bank | 33 | $705 | 0.00% | −426−92.8% | Reduced |
| Westfuller Advisors, LLC | 38 | $815 | 0.00% | +38 | New |
| Rossby Financial, LCC | 45 | $974 | 0.00% | +45 | New |
| Heartwood Wealth Advisors LLC | 46 | $984 | 0.00% | +46 | New |
| PayPay Securities Corp | 47 | $995 | 0.04% | +32+213.3% | Added |
| Ogorek Anthony Joseph | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 50 | $1.07K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 50 | $1.07K | 0.00% | +50 | New |
| Ronald Blue Trust, Inc. | 52 | $1.11K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 57 | $1.22K | 0.00% | +8+16.3% | Added |
| Stone House Investment Management, LLC | 61 | $1.30K | 0.00% | +61 | New |
| DiNuzzo Private Wealth, Inc. | 71 | $1.56K | 0.00% | +3+4.4% | Added |
| Atlantic Trust, LLC | 75 | $1.60K | 0.00% | −17−18.5% | Reduced |
| Pacific Center for Financial Services | 75 | $1.60K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 80 | $1.72K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 93 | $1.99K | 0.00% | +25+36.8% | Added |
| Key Financial Inc | 94 | $2.04K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $2.04K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 102 | $2.18K | 0.00% | +102 | New |
| ZRC Wealth Management, LLC | 112 | $2.40K | 0.00% | +112 | New |
| Spire Wealth Management | 120 | $2.57K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 121 | $2.59K | 0.00% | 00.0% | Unchanged |
| Caption Management, LLC | 124 | $2.65K | 0.00% | +124 | New |
| JDM Financial Group LLC | 124 | $2.65K | 0.00% | +124 | New |
| Wealth Watch Advisors, INC | 131 | $2.80K | 0.00% | +131 | New |
| MV Capital Management, Inc. | 135 | $2.89K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 145 | $3.10K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 148 | $3.17K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 149 | $3.22K | 0.00% | +149 | New |
| Rakuten Securities, Inc. | 151 | $3.23K | 0.00% | −2,518−94.3% | Reduced |
| Financial Management Professionals, Inc. | 174 | $3.73K | 0.00% | +1+0.6% | Added |
| Grey Fox Wealth Advisors, LLC | 186 | $3.98K | 0.00% | +186 | New |
| North Capital, Inc. | 201 | $4.30K | 0.00% | +1+0.5% | Added |
| Bell Investment Advisors, Inc | 201 | $4.30K | 0.00% | −44−18.0% | Reduced |
| Millstone Evans Group, LLC | 206 | $4.41K | 0.00% | 00.0% | Unchanged |
| Finley Financial, LLC | 208 | $4.45K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 233 | $4.98K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 241 | $5.30K | 0.00% | +241 | New |
| Private Trust Co NA | 248 | $5.30K | 0.00% | −768−75.6% | Reduced |
| Whittier Trust Co | 265 | $5.72K | 0.00% | +265 | New |
| DT Investment Partners, LLC | 268 | $5.73K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 303 | $6.48K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 327 | $7.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 351 | $7.58K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 403 | $8.62K | 0.00% | −49−10.8% | Reduced |
| Hemington Wealth Management | 458 | $9.00K | 0.00% | +37+8.8% | Added |
| Steward Partners Investment Advisory, LLC | 425 | $9.09K | 0.00% | −60−12.4% | Reduced |
| Harbour Investments, Inc. | 453 | $9.69K | 0.00% | +201+79.8% | Added |
| Anchor Investment Management, LLC | 500 | $10.7K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 518 | $11.1K | 0.00% | +4+0.8% | Added |
| CoreCap Advisors, LLC | 527 | $11.3K | 0.00% | +17+3.3% | Added |
| Parkside Financial Bank & Trust | 539 | $11.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 563 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 655 | $14.0K | 0.00% | −99−13.1% | Reduced |
| Brown Brothers Harriman & Co | 660 | $14.1K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 700 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 700 | $15.0K | 0.00% | +96+15.9% | Added |
| Harbor Investment Advisory, LLC | 742 | $15.9K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 783 | $16.7K | 0.00% | +159+25.5% | Added |
| Principal Securities, Inc. | 823 | $17.6K | 0.00% | −325−28.3% | Reduced |
| Farther Finance Advisors, LLC | 930 | $19.9K | 0.00% | +24+2.6% | Added |
| Bollard Group LLC | 975 | $21.0K | 0.00% | +8+0.8% | Added |
| Altshuler Shaham Ltd | 984 | $21.0K | 0.00% | +144+17.1% | Added |
| Hara Capital LLC | 1,000 | $21.4K | 0.01% | +1,000 | New |
| Quent Capital, LLC | 1,060 | $22.7K | 0.00% | +1,060 | New |
| Hurley Capital, LLC | 1,253 | $26.8K | 0.02% | +11+0.9% | Added |
| Root Financial Partners, LLC | 1,278 | $27.3K | 0.00% | +1,278 | New |
| Atlantic Union Bankshares Corp | 1,469 | $31.4K | 0.00% | +1,351+1,144.9% | Added |
| NBC Securities, Inc. | 1,521 | $32.5K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 1,600 | $34.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,500 | $34.9K | 0.01% | +1,500 | New |
| CIBC Private Wealth Group, LLC | 1,733 | $37.1K | 0.00% | +875+102.0% | Added |
| Global Retirement Partners, LLC | 1,745 | $37.3K | 0.00% | +594+51.6% | Added |
| Wealthspire Advisors, LLC | 1,780 | $38.1K | 0.00% | +1,780 | New |
| Mather Group, LLC. | 1,798 | $38.5K | 0.00% | +1,798 | New |
| Wexford Capital LP | 1,979 | $42.3K | 0.01% | +1,979 | New |