| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1 | $128 | 0.00% | −474−99.8% | Reduced |
| True Wealth Design, LLC | 1 | $128 | 0.00% | −30−96.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1 | $128 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $128 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 1 | $128 | 0.00% | +1 | New |
| Anchor Investment Management, LLC | 2 | $255 | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 2 | $257 | 0.00% | +2 | New |
| Wealth Watch Advisors, INC | 3 | $383 | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $383 | 0.00% | +3 | New |
| Rossby Financial, LCC | 3 | $383 | 0.00% | +3 | New |
| First Command Advisory Services, Inc. | 4 | $510 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4 | $511 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 5 | $638 | 0.00% | −16−76.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 6 | $765 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 8 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 10 | $1.21K | 0.00% | −146−93.6% | Reduced |
| Abound Wealth Management | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 11 | $1.40K | 0.00% | −124−91.9% | Reduced |
| IMA Wealth, Inc. | 12 | $1.53K | 0.00% | +12 | New |
| Cape Investment Advisory, Inc. | 12 | $1.53K | 0.00% | +12 | New |
| Paladin Partners, LLC | 12 | $1.53K | 0.00% | +12 | New |
| Canada Pension Plan Investment Board | 13 | $1.66K | 0.00% | −323−96.1% | Reduced |
| Private Wealth Asset Management, LLC | 13 | $1.66K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 15 | $1.91K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 15 | $1.91K | 0.00% | +15 | New |
| Elevated Capital Advisors, LLC | 15 | $1.91K | 0.00% | +15 | New |
| Godfrey Financial Associates, Inc. | 15 | $1.91K | 0.00% | +15 | New |
| Smithfield Trust Co | 14 | $2.00K | 0.00% | −203−93.5% | Reduced |
| UMA Financial Services, Inc. | 17 | $2.17K | 0.00% | −3−15.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 17 | $2.17K | 0.00% | +12+240.0% | Added |
| Highline Wealth Partners LLC | 18 | $2.30K | 0.00% | −8−30.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $2.30K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 18 | $2.30K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 18 | $2.30K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 18 | $2.30K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 18 | $2.30K | 0.00% | +17+1,700.0% | Added |
| Twin Lakes Capital Management, LLC | 20 | $2.55K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 20 | $2.55K | 0.00% | +20 | New |
| Caitlin John, LLC | 21 | $2.68K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $2.81K | 0.00% | +8+57.1% | Added |
| Medallion Wealth Advisors, LLC | 25 | $3.19K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 26 | $3.32K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 26 | $3.32K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 27 | $3.44K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 27 | $3.44K | 0.00% | +2+8.0% | Added |
| HFM Investment Advisors, LLC | 28 | $3.57K | 0.00% | +28 | New |
| Quarry LP | 29 | $3.70K | 0.00% | −7,134−99.6% | Reduced |
| Crewe Advisors LLC | 29 | $3.70K | 0.00% | +13+81.3% | Added |
| Golden State Wealth Management, LLC | 29 | $3.70K | 0.00% | +24+480.0% | Added |
| Motco | 30 | $3.83K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 30 | $3.83K | 0.00% | +30 | New |
| First Eagle Investment Management, LLC | 31 | $3.96K | 0.00% | +31 | New |
| Bangor Savings Bank | 31 | $3.96K | 0.00% | +31 | New |
| Bare Financial Services, Inc | 32 | $4.08K | 0.00% | −10−23.8% | Reduced |
| Bartlett & Co. Wealth Management LLC | 32 | $4.08K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 35 | $4.46K | 0.00% | −35−50.0% | Reduced |
| Signature Equity Partners, LLC | 35 | $4.46K | 0.00% | +35 | New |
| Battery Global Advisors, LLC | 36 | $4.59K | 0.00% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 39 | $4.97K | 0.00% | +8+25.8% | Added |
| ORG Wealth Partners, LLC | 43 | $5.49K | 0.00% | +4+10.3% | Added |
| Bell Investment Advisors, Inc | 43 | $5.49K | 0.00% | −5−10.4% | Reduced |
| Western Pacific Wealth Management, LP | 44 | $5.61K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 45 | $5.74K | 0.00% | −18−28.6% | Reduced |
| Elyxium Wealth, LLC | 51 | $6.48K | 0.00% | +51 | New |
| Trifecta Capital Advisors, LLC | 52 | $6.63K | 0.00% | +52 | New |
| Hallmark Capital Management Inc | 53 | $6.76K | 0.00% | +53 | New |
| Pin Oak Investment Advisors Inc | 63 | $7.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 56 | $7.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 55 | $7.02K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 57 | $7.27K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 59 | $7.53K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 60 | $7.65K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 69 | $8.00K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 65 | $8.29K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 65 | $8.29K | 0.01% | +65 | New |
| Princeton Global Asset Management LLC | 67 | $8.55K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 67 | $8.55K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 73 | $9.31K | 0.00% | +9+14.1% | Added |
| Financial Network Wealth Advisors LLC | 74 | $9.44K | 0.01% | −31−29.5% | Reduced |
| Creative Financial Designs Inc | 74 | $9.44K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 74 | $9.44K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 90 | $11.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 231 | $12.9K | 0.00% | +139+151.1% | Added |
| McGuire Capital Advisors Inc | 101 | $12.9K | 0.01% | +101 | New |
| Rothschild Investment LLC | 106 | $13.5K | 0.00% | −93−46.7% | Reduced |
| Albion Financial Group | 108 | $13.8K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 109 | $13.9K | 0.00% | +2+1.9% | Added |
| Ancora Advisors, LLC | 110 | $14.0K | 0.00% | +87+378.3% | Added |
| Investment Research & Advisory Group, Inc. | 116 | $14.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 120 | $15.3K | 0.00% | +6+5.3% | Added |
| LGT Financial Advisors LLC | 124 | $15.8K | 0.10% | 00.0% | Unchanged |
| TSFG, LLC | 125 | $16.0K | 0.00% | +65+108.3% | Added |
| Spire Wealth Management | 126 | $16.1K | 0.00% | −2,636−95.4% | Reduced |
| FNY Investment Advisers, LLC | 142 | $18.0K | 0.01% | +142 | New |
| United Financial Planning Group LLC | 149 | $19.0K | 0.01% | +149 | New |