| NBC Securities, Inc. | 1 | $70 | 0.01% | −1,206−99.9% | Reduced |
| Activest Wealth Management | 4 | $235 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $250 | 0.00% | −146−97.3% | Reduced |
| High Note Wealth, LLC | 5 | $294 | 0.00% | +5 | New |
| MPWM Advisory Solutions, LLC | 8 | $470 | 0.00% | +8 | New |
| Tucker Asset Management LLC | 10 | $592 | 0.00% | −2−16.7% | Reduced |
| BFSG, LLC | 11 | $647 | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 12 | $706 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 14 | $823 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $941 | 0.00% | −115−87.8% | Reduced |
| Strengthening Families & Communities, LLC | 25 | $1.00K | 0.00% | −770−96.9% | Reduced |
| Sawyer & Company, Inc | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 17 | $1.00K | 0.00% | +17 | New |
| Creekmur Asset Management LLC | 19 | $1.09K | 0.00% | −1−5.0% | Reduced |
| Raffa Wealth Management, LLC | 22 | $1.29K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 22 | $1.29K | 0.00% | +22 | New |
| Mendota Financial Group, LLC | 23 | $1.35K | 0.00% | +1+4.5% | Added |
| Westside Investment Management, Inc. | 24 | $1.41K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 27 | $1.57K | 0.00% | +27 | New |
| Hollencrest Capital Management | 27 | $1.58K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 44 | $2.00K | 0.00% | −6−12.0% | Reduced |
| Carolinas Wealth Consulting LLC | 38 | $2.23K | 0.00% | −15−28.3% | Reduced |
| Byrne Asset Management LLC | 40 | $2.35K | 0.00% | −50−55.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 40 | $2.35K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 43 | $2.68K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 50 | $2.94K | 0.00% | −60−54.5% | Reduced |
| Johnson Financial Group, Inc. | 52 | $3.14K | 0.00% | −167−76.3% | Reduced |
| Fortitude Family Office, LLC | 56 | $3.29K | 0.00% | +28+100.0% | Added |
| Kestra Investment Management, LLC | 65 | $3.80K | 0.00% | +65 | New |
| Tidemark, LLC | 65 | $3.82K | 0.00% | +65 | New |
| Archer Investment Corp | 68 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 73 | $4.29K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 73 | $4.29K | 0.00% | +40+121.2% | Added |
| Founders Capital Management | 77 | $4.53K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 79 | $4.65K | 0.00% | 00.0% | Unchanged |
| Synergy Financial Management, LLC | 66 | $4.70K | 0.00% | +66 | New |
| Raiffeisen Bank International AG | 85 | $4.96K | 0.00% | +85 | New |
| NewSquare Capital LLC | 88 | $5.17K | 0.00% | +88 | New |
| Coastline Trust Co | 90 | $5.29K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 91 | $5.35K | 0.00% | −113−55.4% | Reduced |
| Signature Resources Capital Management, LLC | 95 | $5.59K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 98 | $5.76K | 0.00% | +98 | New |
| Kelly Lawrence W & Associates Inc | 100 | $5.88K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $5.88K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 102 | $6.03K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 107 | $6.27K | 0.00% | −322−75.1% | Reduced |
| Lavaca Capital LLC | 110 | $6.47K | 0.00% | +110 | New |
| FLP Wealth Management, LLC | 110 | $6.48K | 0.02% | +110 | New |
| IAG Wealth Partners, LLC | 118 | $6.94K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 123 | $7.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 117 | $7.28K | 0.00% | −11−8.6% | Reduced |
| Decker Retirement Planning Inc. | 130 | $7.64K | 0.00% | +130 | New |
| Cherry Tree Wealth Management, LLC | 132 | $7.76K | 0.00% | +4+3.1% | Added |
| Chelsea Counsel Co | 133 | $7.82K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 135 | $7.94K | 0.00% | +135 | New |
| SJS Investment Consulting Inc. | 136 | $7.97K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 144 | $8.47K | 0.00% | +43+42.6% | Added |
| Clearstead Advisors, LLC | 145 | $8.51K | 0.00% | −110−43.1% | Reduced |
| Accent Capital Management, LLC | 153 | $9.00K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 148 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 152 | $9.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 154 | $9.06K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 159 | $9.35K | 0.01% | +159 | New |
| Anfield Capital Management, LLC | 160 | $9.41K | 0.00% | +160 | New |
| Vermillion Wealth Management, Inc. | 169 | $9.94K | 0.01% | +169 | New |
| Retirement Wealth Solutions LLC | 177 | $10.4K | 0.01% | +177 | New |
| Avion Wealth | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 189 | $11.1K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 190 | $11.2K | 0.00% | −85−30.9% | Reduced |
| Bogart Wealth, LLC | 196 | $11.6K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 200 | $11.8K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $11.8K | 0.00% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 200 | $11.8K | 0.01% | +200 | New |
| Beacon Capital Management, LLC | 220 | $12.9K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 223 | $13.1K | 0.01% | +223 | New |
| UMA Financial Services, Inc. | 230 | $13.5K | 0.00% | +230 | New |
| Rosenberg Matthew Hamilton | 235 | $13.8K | 0.00% | −1,324−84.9% | Reduced |
| Bell Investment Advisors, Inc | 237 | $13.9K | 0.00% | +42+21.5% | Added |
| Hara Capital LLC | 238 | $14.0K | 0.01% | 00.0% | Unchanged |
| BNP Paribas | 250 | $14.7K | 0.00% | −1,080−81.2% | Reduced |
| Westend Capital Management, LLC | 250 | $14.7K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 262 | $15.4K | 0.01% | +37+16.4% | Added |
| Financial Freedom, LLC | 273 | $16.1K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 284 | $16.7K | 0.00% | −26−8.4% | Reduced |
| Coston, McIsaac & Partners | 302 | $17.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 300 | $17.0K | 0.00% | +250+500.0% | Added |
| Continuum Advisory, LLC | 295 | $17.3K | 0.00% | +19+6.9% | Added |
| Stonebridge Financial Group, LLC | 299 | $17.6K | 0.00% | +299 | New |
| North Star Investment Management Corp. | 300 | $17.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 305 | $17.9K | 0.00% | +133+77.3% | Added |
| Pin Oak Investment Advisors Inc | 253 | $18.0K | 0.02% | 00.0% | Unchanged |
| Baillie Gifford & Co | 319 | $18.8K | 0.00% | +37+13.1% | Added |
| Manchester Capital Management LLC | 320 | $18.8K | 0.00% | −260−44.8% | Reduced |
| Centricity Wealth Management, LLC | 321 | $18.9K | 0.02% | +321 | New |
| Boyd Watterson Asset Management LLC | 324 | $19.1K | 0.01% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 325 | $19.1K | 0.02% | +325 | New |
| CoreCap Advisors, LLC | 329 | $19.3K | 0.00% | −68−17.1% | Reduced |
| Murphy & Mullick Capital Management Corp | 337 | $19.8K | 0.02% | +337 | New |
| Sanctuary Wealth Management, L.L.C. | 338 | $19.9K | 0.01% | 00.0% | Unchanged |