| Raleigh Capital Management Inc. | 0 | $4 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $24 | 0.00% | −12−92.3% | Reduced |
| Alerus Financial NA | 1 | $24 | 0.00% | +1 | New |
| Raffa Wealth Management, LLC | 1 | $24 | 0.00% | +1 | New |
| Curio Wealth, LLC | 2 | $48 | 0.00% | +2 | New |
| Mosley Wealth Management | 3 | $64 | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 4 | $97 | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $101 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 5 | $121 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11 | $266 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 11 | $266 | 0.00% | +11 | New |
| MPWM Advisory Solutions, LLC | 13 | $315 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 14 | $339 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $363 | 0.00% | +8+114.3% | Added |
| Vermillion Wealth Management, Inc. | 19 | $460 | 0.00% | +19 | New |
| Huntington National Bank | 22 | $532 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $532 | 0.00% | +22 | New |
| UMA Financial Services, Inc. | 22 | $533 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 22 | $533 | 0.00% | +22 | New |
| Cromwell Holdings LLC | 24 | $581 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 23 | $627 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $629 | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 28 | $678 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 29 | $702 | 0.00% | +4+16.0% | Added |
| Sunrise Financial Services, LLC | 34 | $823 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 35 | $847 | 0.00% | −28−44.4% | Reduced |
| Westfuller Advisors, LLC | 39 | $934 | 0.00% | +1+2.6% | Added |
| PayPay Securities Corp | 38 | $991 | 0.03% | −8−17.4% | Reduced |
| Ogorek Anthony Joseph | 48 | $1.00K | 0.00% | 00.0% | Unchanged |
| Motco | 42 | $1.02K | 0.00% | +42 | New |
| Minot DeBlois Advisors LLC | 50 | $1.21K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 52 | $1.26K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 52 | $1.26K | 0.00% | +14+36.8% | Added |
| Ronald Blue Trust, Inc. | 60 | $1.45K | 0.00% | +8+15.4% | Added |
| Valued Wealth Advisors LLC | 66 | $1.59K | 0.00% | +48+266.7% | Added |
| Rialto Wealth Management, LLC | 67 | $1.62K | 0.00% | +21+45.7% | Added |
| Atlantic Trust, LLC | 75 | $1.81K | 0.00% | −35−31.8% | Reduced |
| Pacific Center for Financial Services | 75 | $1.81K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 77 | $1.86K | 0.00% | −1−1.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 78 | $1.89K | 0.00% | +1+1.3% | Added |
| Zions Bancorporation, National Association | 78 | $1.89K | 0.00% | +78 | New |
| SOA Wealth Advisors, LLC. | 82 | $1.97K | 0.00% | +1+1.2% | Added |
| FNY Investment Advisers, LLC | 103 | $2.00K | 0.00% | −2,791−96.4% | Reduced |
| Arlington Trust Co LLC | 92 | $2.23K | 0.00% | +92 | New |
| Key Financial Inc | 94 | $2.27K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $2.42K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 100 | $2.42K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $2.48K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 106 | $2.56K | 0.00% | −649−86.0% | Reduced |
| Rachor Investment Advisory Services, LLC | 113 | $2.73K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 120 | $2.90K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 121 | $2.93K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 132 | $3.19K | 0.00% | +132 | New |
| MV Capital Management, Inc. | 135 | $3.27K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 142 | $3.43K | 0.00% | −1,328−90.3% | Reduced |
| Manchester Capital Management LLC | 145 | $3.51K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 148 | $3.58K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 149 | $3.67K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 156 | $3.78K | 0.00% | +156 | New |
| Bryn Mawr Trust Co | 168 | $4.07K | 0.00% | +168 | New |
| Truvestments Capital LLC | 171 | $4.14K | 0.00% | +1+0.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 173 | $4.19K | 0.00% | +18+11.6% | Added |
| Financial Management Professionals, Inc. | 180 | $4.35K | 0.00% | +5+2.9% | Added |
| Keating Financial Advisory Services, Inc. | 192 | $4.65K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 195 | $4.72K | 0.01% | +195 | New |
| Bell Investment Advisors, Inc | 201 | $4.87K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 200 | $4.95K | 0.00% | +141+239.0% | Added |
| Millstone Evans Group, LLC | 206 | $4.99K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 225 | $5.45K | 0.00% | +173+332.7% | Added |
| Cetera Trust Company, N.A | 233 | $5.64K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 248 | $6.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 273 | $6.61K | 0.00% | −2−0.7% | Reduced |
| Rosenberg Matthew Hamilton | 303 | $7.33K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 312 | $7.55K | 0.00% | +312 | New |
| Quaker Wealth Management, LLC | 327 | $7.91K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 330 | $7.99K | 0.00% | +330 | New |
| International Assets Investment Management, LLC | 337 | $8.34K | 0.00% | −124−26.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 351 | $8.90K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 399 | $9.66K | 0.00% | −1,016−71.8% | Reduced |
| Ancora Advisors, LLC | 446 | $10.8K | 0.00% | +446 | New |
| CoreCap Advisors, LLC | 467 | $11.3K | 0.00% | +17+3.8% | Added |
| Activest Wealth Management | 505 | $12.2K | 0.00% | +1+0.2% | Added |
| CVA Family Office, LLC | 514 | $12.4K | 0.00% | +514 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 537 | $13.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 538 | $13.0K | 0.00% | −7,163−93.0% | Reduced |
| Fortitude Family Office, LLC | 544 | $13.2K | 0.00% | +118+27.7% | Added |
| Farmers & Merchants Investments Inc | 568 | $13.7K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 596 | $14.4K | 0.00% | +526+751.4% | Added |
| Community Bank, N.A. | 700 | $16.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 707 | $17.1K | 0.00% | +100+16.5% | Added |
| Wealth Preservation Advisors, LLC | 820 | $19.8K | 0.02% | +820 | New |
| Axiom Investment Management LLC | 825 | $20.0K | 0.02% | +825 | New |
| Massmutual Trust Co FSB | 833 | $20.2K | 0.00% | +38+4.8% | Added |
| Measured Wealth Private Client Group, LLC | 850 | $20.6K | 0.01% | −106−11.1% | Reduced |
| Bessemer Group Inc | 906 | $21.0K | 0.00% | +207+29.6% | Added |
| Brown Brothers Harriman & Co | 935 | $22.6K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 939 | $22.7K | 0.00% | +338+56.2% | Added |
| Bollard Group LLC | 988 | $24.0K | 0.00% | +7+0.7% | Added |
| Cullen/Frost Bankers, Inc. | 1,000 | $24.2K | 0.00% | −29−2.8% | Reduced |
| Hara Capital LLC | 1,000 | $24.2K | 0.01% | 00.0% | Unchanged |