| Raffa Wealth Management, LLC | 1 | $28 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $28 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $50 | 0.00% | −1−50.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 3 | $83 | 0.00% | +3 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $84 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $84 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 4 | $111 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 6 | $166 | 0.00% | +4+200.0% | Added |
| MV Capital Management, Inc. | 6 | $167 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $167 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $221 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $305 | 0.00% | +11 | New |
| Cromwell Holdings LLC | 11 | $305 | 0.00% | +11 | New |
| Gilpin Wealth Management, LLC | 16 | $444 | 0.00% | +7+77.8% | Added |
| Ankerstar Wealth, LLC | 18 | $499 | 0.00% | +1+5.9% | Added |
| Wealth Enhancement Trust Services, Inc. | 18 | $499 | 0.00% | +18 | New |
| JFS Wealth Advisors, LLC | 20 | $555 | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 20 | $570 | 0.00% | −300−93.8% | Reduced |
| Atlantic Union Bankshares Corp | 24 | $666 | 0.00% | +24 | New |
| Spire Wealth Management | 29 | $804 | 0.00% | +29 | New |
| Huntington National Bank | 30 | $832 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $1.25K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 45 | $1.25K | 0.00% | +45 | New |
| JPL Wealth Management, LLC | 50 | $1.39K | 0.00% | +50 | New |
| Kilter Group LLC | 50 | $1.39K | 0.00% | +50 | New |
| Financial Consulate, Inc | 51 | $1.42K | 0.00% | +25+96.2% | Added |
| Retirement Wealth Solutions LLC | 62 | $1.72K | 0.00% | +4+6.9% | Added |
| Sunbelt Securities, Inc. | 67 | $1.86K | 0.00% | +67 | New |
| Investors Portfolio Services LLC | 43 | $1.87K | 0.00% | +43 | New |
| Natixis | 77 | $2.14K | 0.00% | −52,098−99.9% | Reduced |
| CVA Family Office, LLC | 85 | $2.36K | 0.00% | +85 | New |
| Northwestern Mutual Wealth Management Co | 86 | $2.39K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 88 | $2.44K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 88 | $2.44K | 0.00% | +88 | New |
| True Wealth Design, LLC | 89 | $2.47K | 0.00% | +89 | New |
| Torren Management, LLC | 93 | $2.59K | 0.00% | −1,233−93.0% | Reduced |
| Sfam, LLC | 100 | $2.77K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 101 | $2.80K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 101 | $2.81K | 0.00% | +1+1.0% | Added |
| Financial Management Professionals, Inc. | 104 | $2.89K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 105 | $2.91K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 114 | $3.16K | 0.00% | +46+67.6% | Added |
| SHP Wealth Management | 116 | $3.22K | 0.00% | +85+274.2% | Added |
| Federated Hermes, Inc. | 121 | $3.36K | 0.00% | −32−20.9% | Reduced |
| Capital Advisors, Ltd. LLC | 152 | $4.00K | 0.00% | +149+4,966.7% | Added |
| Independence Bank of Kentucky | 150 | $4.16K | 0.00% | +150 | New |
| Byrne Asset Management LLC | 155 | $4.30K | 0.00% | −5−3.1% | Reduced |
| Prestige Wealth Management Group LLC | 161 | $4.47K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 169 | $4.69K | 0.00% | +169 | New |
| HHM Wealth Advisors, LLC | 170 | $4.72K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 181 | $5.02K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 199 | $5.52K | 0.00% | +199 | New |
| Harbour Investments, Inc. | 200 | $5.55K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 201 | $5.58K | 0.00% | +1+0.5% | Added |
| Basecamp Wealth Advisors LLC | 210 | $5.83K | 0.00% | +46+28.0% | Added |
| Valued Wealth Advisors LLC | 216 | $5.99K | 0.00% | +216 | New |
| Sittner & Nelson, LLC | 235 | $6.52K | 0.00% | +135+135.0% | Added |
| Cedar Mountain Advisors, LLC | 244 | $6.77K | 0.00% | +243+24,300.0% | Added |
| Pin Oak Investment Advisors Inc | 255 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 225 | $7.00K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 271 | $7.52K | 0.00% | +271 | New |
| TD Waterhouse Canada Inc. | 300 | $8.56K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 313 | $8.68K | 0.00% | −20,596−98.5% | Reduced |
| Activest Wealth Management | 324 | $8.99K | 0.00% | +324 | New |
| Acumen Wealth Advisors, LLC | 348 | $9.65K | 0.00% | +348 | New |
| Smartleaf Asset Management LLC | 371 | $9.95K | 0.00% | +225+154.1% | Added |
| Versant Capital Management, Inc | 385 | $10.7K | 0.00% | +45+13.2% | Added |
| Ameriflex Group, Inc. | 400 | $11.1K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 414 | $11.5K | 0.00% | +99+31.4% | Added |
| Elequin Capital LP | 436 | $12.1K | 0.00% | +436 | New |
| Golden State Equity Partners | 450 | $12.5K | 0.00% | +450 | New |
| Marshall Investment Management, LLC | 532 | $14.8K | 0.01% | +532 | New |
| Federation des caisses Desjardins du Quebec | 580 | $16.1K | 0.00% | +140+31.8% | Added |
| Hazlett, Burt & Watson, Inc. | 600 | $17.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 619 | $17.2K | 0.00% | +371+149.6% | Added |
| National Bank of Canada | 633 | $17.6K | 0.00% | −86−12.0% | Reduced |
| Wealth Preservation Advisors, LLC | 652 | $18.1K | 0.02% | +652 | New |
| Signaturefd, LLC | 789 | $21.9K | 0.00% | +256+48.0% | Added |
| RWM Asset Management, LLC | 920 | $25.5K | 0.00% | +920 | New |
| Ancora Advisors, LLC | 966 | $26.8K | 0.00% | +231+31.4% | Added |
| Harbor Investment Advisory, LLC | 1,000 | $27.7K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 1,037 | $28.8K | 0.02% | +1,037 | New |
| Pinnacle Holdings, LLC | 1,051 | $29.2K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1,126 | $31.2K | 0.00% | +626+125.2% | Added |
| Parkside Financial Bank & Trust | 1,172 | $32.5K | 0.00% | −57−4.6% | Reduced |
| Toth Financial Advisory Corp | 1,221 | $33.9K | 0.00% | +1,221 | New |
| Plato Investment Management Ltd | 1,270 | $35.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,332 | $37.0K | 0.00% | +1,260+1,750.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,350 | $37.4K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,356 | $37.6K | 0.00% | +71+5.5% | Added |
| Quadrant Capital Group LLC | 1,388 | $38.5K | 0.00% | −42−2.9% | Reduced |
| Umb Bank N A | 1,422 | $39.4K | 0.00% | +408+40.2% | Added |
| Eurizon Capital SGR S.p.A. | 1,492 | $40.2K | 0.00% | +693+86.7% | Added |
| Ronald Blue Trust, Inc. | 1,789 | $49.6K | 0.00% | −508−22.1% | Reduced |
| MetLife Investment Management | 1,834 | $50.9K | 0.00% | −19−1.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,022 | $56.1K | 0.01% | +195+10.7% | Added |
| Jones Financial Companies LLLP | 2,054 | $57.4K | 0.00% | −307−13.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,179 | $60.4K | 0.00% | +550+33.8% | Added |
| STRS Ohio | 2,197 | $60.9K | 0.00% | −4−0.2% | Reduced |
| Essential Partners LLC | 2,453 | $68.0K | 0.02% | +1,349+122.2% | Added |
