| Raleigh Capital Management Inc. | 0 | $21 | 0.00% | −2−100.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $281 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $281 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1 | $281 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 1 | $281 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $284 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2 | $562 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $562 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $562 | 0.00% | +2 | New |
| Winnow Wealth LLC | 2 | $562 | 0.00% | +2 | New |
| LRI Investments, LLC | 2 | $604 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $842 | 0.00% | −1−25.0% | Reduced |
| Binnacle Investments Inc | 3 | $842 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 3 | $843 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $843 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 7 | $1.00K | 0.00% | +7 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $1.12K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.40K | 0.00% | −51−91.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $1.40K | 0.00% | +1+25.0% | Added |
| Sachetta, LLC | 5 | $1.41K | 0.00% | −5−50.0% | Reduced |
| UMA Financial Services, Inc. | 5 | $1.41K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $1.69K | 0.00% | −6−50.0% | Reduced |
| Webster Bank, N. A. | 6 | $1.69K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $1.69K | 0.00% | +3+100.0% | Added |
| Ameritas Advisory Services, LLC | 7 | $1.97K | 0.00% | −6−46.2% | Reduced |
| Zions Bancorporation, National Association | 7 | $1.97K | 0.00% | −4−36.4% | Reduced |
| SJS Investment Consulting Inc. | 7 | $1.97K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 7 | $1.97K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 7 | $1.97K | 0.00% | +2+40.0% | Added |
| Marquette Asset Management, LLC | 7 | $1.97K | 0.00% | +7 | New |
| Quest 10 Wealth Builders, Inc. | 7 | $1.97K | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $2.01K | 0.00% | −4−36.4% | Reduced |
| Manchester Capital Management LLC | 8 | $2.25K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $2.25K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $2.25K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8 | $2.25K | 0.00% | +8 | New |
| Bogart Wealth, LLC | 8 | $2.28K | 0.00% | +2+33.3% | Added |
| Financial Management Professionals, Inc. | 9 | $2.53K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $2.53K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $2.53K | 0.00% | −1−10.0% | Reduced |
| Prestige Wealth Management Group LLC | 9 | $2.53K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 9 | $2.55K | 0.00% | +9 | New |
| MV Capital Management, Inc. | 10 | $2.81K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 10 | $2.81K | 0.00% | +10 | New |
| Caitlin John, LLC | 11 | $2.97K | 0.00% | +11 | New |
| Avion Wealth | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 10 | $3.07K | 0.03% | −270−96.4% | Reduced |
| Fairway Wealth LLC | 11 | $3.09K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 11 | $3.09K | 0.00% | +11 | New |
| Pacifica Partners Inc. | 11 | $3.12K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 12 | $3.37K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $3.93K | 0.00% | +6+75.0% | Added |
| Rakuten Securities, Inc. | 14 | $3.93K | 0.00% | +14 | New |
| Valued Wealth Advisors LLC | 16 | $4.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $4.73K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 17 | $4.77K | 0.00% | −150−89.8% | Reduced |
| WPG Advisers, LLC | 17 | $4.77K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 17 | $4.83K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $5.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $5.34K | 0.00% | +1+5.6% | Added |
| CBIZ Investment Advisory Services, LLC | 19 | $5.34K | 0.00% | +18+1,800.0% | Added |
| Bruce G. Allen Investments, LLC | 21 | $5.90K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 25 | $7.02K | 0.00% | +9+56.3% | Added |
| High Note Wealth, LLC | 29 | $8.14K | 0.00% | +3+11.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 29 | $8.14K | 0.00% | +29 | New |
| Copia Wealth Management | 29 | $8.18K | 0.01% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 30 | $8.43K | 0.01% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 30 | $8.43K | 0.00% | +30 | New |
| Huntington National Bank | 31 | $8.71K | 0.00% | −1−3.1% | Reduced |
| Bryn Mawr Trust Co | 31 | $8.71K | 0.00% | +13+72.2% | Added |
| CVA Family Office, LLC | 32 | $8.99K | 0.00% | −2−5.9% | Reduced |
| Activest Wealth Management | 32 | $8.99K | 0.00% | +28+700.0% | Added |
| Atlantic Union Bankshares Corp | 32 | $8.99K | 0.00% | +32 | New |
| Red Tortoise LLC | 36 | $10.1K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 38 | $10.7K | 0.00% | −66−63.5% | Reduced |
| WealthCollab, LLC | 38 | $10.7K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 42 | $11.8K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 44 | $12.4K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 47 | $13.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 47 | $13.2K | 0.00% | +2+4.4% | Added |
| Atwood & Palmer Inc | 49 | $13.8K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 50 | $14.0K | 0.00% | −108−68.4% | Reduced |
| TCTC Holdings, LLC | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 52 | $14.7K | 0.00% | −1−1.9% | Reduced |
| Essential Partners LLC | 54 | $15.2K | 0.01% | +38+237.5% | Added |
| Brown Brothers Harriman & Co | 58 | $16.3K | 0.00% | +34+141.7% | Added |
| Bell Investment Advisors, Inc | 58 | $16.3K | 0.00% | −27−31.8% | Reduced |
| Abich Financial Wealth Management LLC | 60 | $16.9K | 0.01% | +60 | New |
| Roxbury Financial LLC | 60 | $16.9K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 61 | $17.1K | 0.00% | +61 | New |
| Raiffeisen Bank International AG | 62 | $17.2K | 0.00% | +62 | New |
| JFS Wealth Advisors, LLC | 63 | $17.7K | 0.00% | −1−1.6% | Reduced |
| Parkside Financial Bank & Trust | 63 | $17.7K | 0.00% | +3+5.0% | Added |
| Centerpoint Advisors, LLC | 69 | $19.0K | 0.01% | −14−16.9% | Reduced |
| Westside Investment Management, Inc. | 70 | $19.8K | 0.00% | +35+100.0% | Added |
| Group One Trading, L.P. | 72 | $20.2K | 0.00% | +72 | New |
| First Horizon Corp | 76 | $21.3K | 0.00% | +76 | New |
| Covestor Ltd | 79 | $22.0K | 0.01% | −165−67.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 80 | $22.5K | 0.01% | 00.0% | Unchanged |