| Raleigh Capital Management Inc. | 0 | $9 | 0.00% | 0 | Unchanged |
| Leonteq Securities AG | 1 | $85 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2 | $169 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $169 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 3 | $254 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 3 | $254 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 3 | $254 | 0.00% | +3 | New |
| TopTier Wealth Management, LLC | 3 | $254 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 4 | $339 | 0.00% | +2+100.0% | Added |
| Caitong International Asset Management Co., Ltd | 4 | $339 | 0.00% | +4 | New |
| SBI Securities Co., Ltd. | 5 | $423 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 5 | $424 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $473 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 6 | $507 | 0.00% | +6 | New |
| St Germain D J Co Inc | 6 | $508 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $508 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 8 | $677 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 8 | $677 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 8 | $678 | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 9 | $746 | 0.00% | +1+12.5% | Added |
| HFM Investment Advisors, LLC | 9 | $762 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 9 | $762 | 0.00% | +2+28.6% | Added |
| Cornerstone Financial Management LLC | 10 | $847 | 0.00% | +10 | New |
| Avion Wealth | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 12 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.02K | 0.00% | +2+20.0% | Added |
| Vermillion Wealth Management, Inc. | 12 | $1.02K | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 13 | $1.10K | 0.00% | +3+30.0% | Added |
| MPWM Advisory Solutions, LLC | 15 | $1.27K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 15 | $1.28K | 0.00% | −23−60.5% | Reduced |
| Kilter Group LLC | 16 | $1.35K | 0.00% | +16 | New |
| MidFirst Bank | 17 | $1.44K | 0.00% | −66−79.5% | Reduced |
| Richardson Capital Management LLC | 17 | $1.44K | 0.00% | +17 | New |
| TD Capital Management LLC | 17 | $1.47K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 18 | $1.52K | 0.00% | +18 | New |
| Bayforest Capital Ltd | 18 | $1.52K | 0.00% | −3,018−99.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 18 | $1.52K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 18 | $1.53K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $1.69K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 20 | $1.69K | 0.00% | +5+33.3% | Added |
| Marquette Asset Management, LLC | 21 | $1.78K | 0.00% | +21 | New |
| Raffa Wealth Management, LLC | 22 | $1.86K | 0.00% | +1+4.8% | Added |
| Bay Harbor Wealth Management, LLC | 22 | $1.86K | 0.00% | +5+29.4% | Added |
| Navigoe, LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 24 | $2.03K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 24 | $2.03K | 0.00% | +24 | New |
| Sound Income Strategies, LLC | 24 | $2.06K | 0.00% | +12+100.0% | Added |
| Dunhill Financial, LLC | 25 | $2.17K | 0.00% | +21+525.0% | Added |
| Hughes Financial Services, LLC | 26 | $2.20K | 0.00% | +1+4.0% | Added |
| TFC Financial Management | 28 | $2.37K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 28 | $2.37K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 29 | $2.46K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 31 | $2.62K | 0.00% | +31 | New |
| Zions Bancorporation, National Association | 33 | $2.79K | 0.00% | +21+175.0% | Added |
| Torren Management, LLC | 33 | $2.82K | 0.00% | −17−34.0% | Reduced |
| GW&K Investment Management, LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33 | $3.00K | 0.00% | +33 | New |
| First Command Advisory Services, Inc. | 36 | $3.05K | 0.00% | +36 | New |
| Principia Wealth Advisory, LLC | 37 | $3.13K | 0.00% | +28+311.1% | Added |
| Salomon & Ludwin, LLC | 38 | $3.22K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 44 | $3.73K | 0.00% | +44 | New |
| Dogwood Wealth Management LLC | 46 | $3.89K | 0.00% | −7−13.2% | Reduced |
| Altshuler Shaham Ltd | 46 | $3.89K | 0.00% | −3−6.1% | Reduced |
| Sunbelt Securities, Inc. | 46 | $3.89K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 46 | $3.90K | 0.00% | −5−9.8% | Reduced |
| JPL Wealth Management, LLC | 50 | $4.23K | 0.00% | +50 | New |
| Bogart Wealth, LLC | 54 | $4.57K | 0.00% | −1−1.8% | Reduced |
| United Financial Planning Group LLC | 54 | $4.57K | 0.00% | +54 | New |
| Sachetta, LLC | 63 | $5.33K | 0.00% | +7+12.5% | Added |
| Bell Investment Advisors, Inc | 69 | $5.84K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 70 | $5.93K | 0.00% | +70 | New |
| Creative Financial Designs Inc | 78 | $6.60K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 80 | $6.77K | 0.00% | +30+60.0% | Added |
| Private Wealth Management Group, LLC | 81 | $6.86K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 89 | $7.53K | 0.00% | +20+29.0% | Added |
| Holos Integrated Wealth LLC | 90 | $7.65K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 91 | $7.74K | 0.00% | +19+26.4% | Added |
| Fortitude Family Office, LLC | 94 | $7.96K | 0.00% | +49+108.9% | Added |
| Tower Trust & Investment Co | 97 | $8.21K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 99 | $8.38K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 99 | $8.38K | 0.00% | −120−54.8% | Reduced |
| Oakworth Capital, Inc. | 102 | $8.63K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 109 | $9.23K | 0.00% | +107+5,350.0% | Added |
| Keating Financial Advisory Services, Inc. | 111 | $9.40K | 0.00% | +19+20.7% | Added |
| CVA Family Office, LLC | 117 | $9.90K | 0.00% | +117 | New |
| CX Institutional | 115 | $10.0K | 0.00% | +1+0.9% | Added |
| Manchester Capital Management LLC | 121 | $10.2K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 121 | $10.2K | 0.00% | +121 | New |
| First Pacific Financial | 125 | $10.6K | 0.00% | +21+20.2% | Added |
| Tobam | 133 | $11.0K | 0.00% | −4,820−97.3% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 130 | $11.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 150 | $12.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 144 | $12.2K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 147 | $12.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 154 | $13.0K | 0.00% | −45−22.6% | Reduced |
| SJS Investment Consulting Inc. | 154 | $13.0K | 0.00% | +123+396.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 159 | $13.5K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 161 | $13.6K | 0.00% | +161 | New |
| Key Financial Inc | 162 | $13.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 176 | $14.9K | 0.00% | +8+4.8% | Added |