| IMA Wealth, Inc. | 1 | $211 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $212 | 0.00% | −5−83.3% | Reduced |
| TFC Financial Management | 1 | $212 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $212 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $212 | 0.00% | +1 | New |
| TopTier Wealth Management, LLC | 1 | $212 | 0.00% | +1 | New |
| Davis Capital Management | 2 | $424 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $424 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 3 | $636 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 3 | $636 | 0.00% | +2+200.0% | Added |
| Dunhill Financial, LLC | 3 | $786 | 0.00% | −1−25.0% | Reduced |
| Marquette Asset Management, LLC | 4 | $848 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $848 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $848 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 4 | $848 | 0.00% | +4 | New |
| Penserra Capital Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 5 | $1.06K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 5 | $1.06K | 0.00% | +5 | New |
| Elevated Capital Advisors, LLC | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| Networth Advisors, LLC | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $1.27K | 0.00% | +1+20.0% | Added |
| Vermillion Wealth Management, Inc. | 6 | $1.27K | 0.00% | +6 | New |
| Financial Consulate, Inc | 6 | $1.27K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $1.27K | 0.00% | +1+20.0% | Added |
| Brown, Lisle/Cummings, Inc. | 7 | $1.48K | 0.00% | +7 | New |
| Lloyd Advisory Services, LLC. | 8 | $1.74K | 0.00% | −57−87.7% | Reduced |
| Kingdom Financial Group LLC. | 8 | $1.74K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 10 | $2.12K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 10 | $2.12K | 0.00% | +10 | New |
| Clear Street Markets LLC | 12 | $2.54K | 0.00% | −100−89.3% | Reduced |
| Bogart Wealth, LLC | 12 | $2.54K | 0.00% | +5+71.4% | Added |
| South State Corp. | 13 | $2.75K | 0.00% | −27−67.5% | Reduced |
| Kilter Group LLC | 13 | $2.75K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $2.75K | 0.00% | +5+62.5% | Added |
| Cary Street Partners Financial LLC | 13 | $2.75K | 0.00% | +13 | New |
| Arlington Trust Co LLC | 14 | $2.97K | 0.00% | +14 | New |
| Harvest Fund Management Co., Ltd | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $3.18K | 0.00% | +2+15.4% | Added |
| Prestige Wealth Management Group LLC | 15 | $3.18K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $3.18K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $3.39K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 16 | $3.39K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 16 | $3.39K | 0.00% | +16 | New |
| DT Investment Partners, LLC | 16 | $3.39K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 16 | $3.39K | 0.00% | +16 | New |
| Spire Wealth Management | 17 | $3.60K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 17 | $3.60K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 17 | $3.60K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 17 | $3.61K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 19 | $4.03K | 0.00% | +5+35.7% | Added |
| Rossby Financial, LCC | 19 | $4.05K | 0.00% | +4+26.7% | Added |
| Harbor Investment Advisory, LLC | 21 | $4.45K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 21 | $4.46K | 0.00% | +15+250.0% | Added |
| Cornerstone Planning Group LLC | 20 | $4.62K | 0.00% | +14+233.3% | Added |
| Highline Wealth Partners LLC | 22 | $4.66K | 0.00% | +22 | New |
| Bartlett & Co. Wealth Management LLC | 21 | $5.00K | 0.00% | +1+5.0% | Added |
| Innovative Asset Advisors Group, LLC | 24 | $5.09K | 0.00% | +24 | New |
| ZRC Wealth Management, LLC | 25 | $5.30K | 0.00% | +7+38.9% | Added |
| Addison Advisors LLC | 26 | $5.51K | 0.00% | +8+44.4% | Added |
| Twin Peaks Wealth Advisors, LLC | 27 | $5.72K | 0.00% | +27 | New |
| Ogorek Anthony Joseph | 31 | $6.00K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 30 | $6.36K | 0.00% | 00.0% | Unchanged |
| City State Bank | 30 | $6.36K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 30 | $6.36K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 31 | $6.57K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 32 | $6.84K | 0.00% | −69−68.3% | Reduced |
| IMG Wealth Management, Inc. | 33 | $6.99K | 0.00% | +21+175.0% | Added |
| Eastern Bank | 34 | $7.21K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 35 | $7.42K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 37 | $8.00K | 0.01% | −219−85.5% | Reduced |
| Frazier Financial Advisors, LLC | 39 | $8.27K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 39 | $8.27K | 0.00% | +1+2.6% | Added |
| Webster Bank, N. A. | 41 | $8.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $8.90K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 42 | $8.90K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 46 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 48 | $10.2K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 48 | $10.2K | 0.00% | +24+100.0% | Added |
| Country Trust Bank | 50 | $10.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $10.9K | 0.00% | −128−71.9% | Reduced |
| JPL Wealth Management, LLC | 52 | $11.0K | 0.00% | +52 | New |
| Strengthening Families & Communities, LLC | 55 | $11.6K | 0.00% | +55 | New |
| LRI Investments, LLC | 56 | $11.9K | 0.00% | +40+250.0% | Added |
| Strategic Wealth Partners, Ltd. | 58 | $12.3K | 0.00% | +5+9.4% | Added |
| Cromwell Holdings LLC | 60 | $12.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 60 | $12.7K | 0.00% | +4+7.1% | Added |
| Golden State Wealth Management, LLC | 63 | $13.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 65 | $13.8K | 0.01% | −13−16.7% | Reduced |
| Atlantic Trust, LLC | 66 | $14.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 69 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 66 | $14.1K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 69 | $14.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 75 | $15.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 76 | $16.1K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 81 | $17.2K | 0.00% | +81 | New |
| Sunbelt Securities, Inc. | 81 | $17.2K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 89 | $18.8K | 0.00% | −1−1.1% | Reduced |
| Coastline Trust Co | 90 | $19.1K | 0.00% | 00.0% | Unchanged |