| Aventura Private Wealth, LLC | 1 | $80 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $80 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $80 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 2 | $159 | 0.00% | −5−71.4% | Reduced |
| Dunhill Financial, LLC | 3 | $226 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 3 | $239 | 0.00% | −5,203−99.9% | Reduced |
| MV Capital Management, Inc. | 3 | $240 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $318 | 0.00% | −1−20.0% | Reduced |
| Quaker Wealth Management, LLC | 4 | $319 | 0.00% | +3+300.0% | Added |
| Trust Co | 4 | $319 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $319 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 5 | $398 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6 | $479 | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 7 | $558 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 7 | $558 | 0.00% | +7 | New |
| Creative Financial Designs Inc | 9 | $717 | 0.00% | 00.0% | Unchanged |
| American National Bank | 9 | $717 | 0.00% | +9 | New |
| Retirement Wealth Solutions LLC | 9 | $718 | 0.00% | +6+200.0% | Added |
| ORG Partners LLC | 10 | $796 | 0.00% | +10 | New |
| Picton Mahoney Asset Management | 11 | $876 | 0.00% | −9,246−99.9% | Reduced |
| Bogart Wealth, LLC | 12 | $956 | 0.00% | +8+200.0% | Added |
| HFM Investment Advisors, LLC | 12 | $957 | 0.00% | +7+140.0% | Added |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 18 | $1.00K | 0.00% | +14+350.0% | Added |
| Brown Brothers Harriman & Co | 13 | $1.04K | 0.00% | −182−93.3% | Reduced |
| N.E.W. Advisory Services LLC | 13 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.12K | 0.00% | +9+180.0% | Added |
| Rachor Investment Advisory Services, LLC | 14 | $1.12K | 0.00% | +14 | New |
| Ancora Advisors, LLC | 15 | $1.20K | 0.00% | −80−84.2% | Reduced |
| Ankerstar Wealth, LLC | 15 | $1.20K | 0.00% | +15 | New |
| Valued Wealth Advisors LLC | 15 | $1.20K | 0.00% | +2+15.4% | Added |
| Webster Bank, N. A. | 16 | $1.27K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 16 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $1.27K | 0.00% | +8+100.0% | Added |
| Winch Advisory Services, LLC | 18 | $1.43K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 18 | $1.43K | 0.00% | +18 | New |
| Cornerstone Financial Management LLC | 18 | $1.43K | 0.00% | +18 | New |
| Cape Investment Advisory, Inc. | 19 | $1.51K | 0.00% | +8+72.7% | Added |
| Addison Advisors LLC | 19 | $1.51K | 0.00% | +19 | New |
| Signature Equity Partners, LLC | 19 | $1.51K | 0.00% | +19 | New |
| Transamerica Financial Advisors, Inc. | 20 | $1.59K | 0.00% | +13+185.7% | Added |
| Hughes Financial Services, LLC | 21 | $1.67K | 0.00% | +16+320.0% | Added |
| DiNuzzo Private Wealth, Inc. | 22 | $1.75K | 0.00% | −3−12.0% | Reduced |
| CVA Family Office, LLC | 22 | $1.75K | 0.00% | +6+37.5% | Added |
| Wilkerson Advisory Group LLC | 24 | $1.91K | 0.00% | +24 | New |
| Godfrey Financial Associates, Inc. | 25 | $1.99K | 0.00% | +25 | New |
| Triumph Capital Management | 27 | $2.15K | 0.00% | +27 | New |
| Atlantic Trust, LLC | 27 | $2.15K | 0.00% | −2−6.9% | Reduced |
| Marquette Asset Management, LLC | 27 | $2.15K | 0.00% | +15+125.0% | Added |
| Kilter Group LLC | 28 | $2.23K | 0.00% | −10−26.3% | Reduced |
| Cherry Tree Wealth Management, LLC | 28 | $2.23K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 30 | $2.39K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 30 | $2.39K | 0.00% | +30 | New |
| Basepoint Wealth LLC | 30 | $2.39K | 0.00% | +30 | New |
| Vermillion & White Wealth Management Group, LLC | 32 | $2.55K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 33 | $2.63K | 0.00% | +11+50.0% | Added |
| Asset Dedication, LLC | 33 | $2.63K | 0.00% | +20+153.8% | Added |
| International Assets Investment Management, LLC | 35 | $2.79K | 0.00% | +35 | New |
| BankPlus Trust Department | 44 | $3.50K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 44 | $3.50K | 0.00% | +23+109.5% | Added |
| Flagship Harbor Advisors, LLC | 45 | $3.58K | 0.00% | −3,705−98.8% | Reduced |
| Essential Partners LLC | 46 | $3.67K | 0.00% | −111−70.7% | Reduced |
| Reflection Asset Management | 48 | $3.82K | 0.00% | +48 | New |
| Global Trust Asset Management, LLC | 48 | $3.82K | 0.00% | −225−82.4% | Reduced |
| Zions Bancorporation, National Association | 48 | $3.82K | 0.00% | +48 | New |
| Prestige Wealth Management Group LLC | 50 | $3.98K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 51 | $4.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 53 | $4.22K | 0.00% | +53 | New |
| Financial Network Wealth Advisors LLC | 59 | $4.70K | 0.00% | −20−25.3% | Reduced |
| High Note Wealth, LLC | 60 | $4.78K | 0.00% | +26+76.5% | Added |
| Private Wealth Management Group, LLC | 63 | $5.02K | 0.00% | −24−27.6% | Reduced |
| Park Square Financial Group, LLC | 42 | $5.34K | 0.03% | −34−44.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 73 | $6.00K | 0.00% | +5+7.4% | Added |
| Leonteq Securities AG | 76 | $6.05K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 76 | $6.05K | 0.00% | +76 | New |
| Strategic Wealth Partners, Ltd. | 82 | $6.53K | 0.00% | −27−24.8% | Reduced |
| Rakuten Securities, Inc. | 85 | $6.77K | 0.00% | +54+174.2% | Added |
| SBI Securities Co., Ltd. | 87 | $6.93K | 0.00% | −1,490−94.5% | Reduced |
| Farmers & Merchants Investments Inc | 88 | $7.01K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 89 | $7.09K | 0.00% | +89 | New |
| Huntington National Bank | 98 | $7.81K | 0.00% | −62−38.8% | Reduced |
| SJS Investment Consulting Inc. | 98 | $7.81K | 0.00% | +81+476.5% | Added |
| Accent Capital Management, LLC | 100 | $7.97K | 0.00% | −120−54.5% | Reduced |
| National Bank of Canada | 106 | $8.44K | 0.00% | −557−84.0% | Reduced |
| First Horizon Corp | 106 | $8.45K | 0.00% | +106 | New |
| Salomon & Ludwin, LLC | 109 | $8.71K | 0.00% | +22+25.3% | Added |
| Coston, McIsaac & Partners | 123 | $9.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 114 | $9.08K | 0.00% | +114 | New |
| Steigerwald, Gordon & Koch Inc. | 115 | $9.16K | 0.00% | +115 | New |
| Manchester Capital Management LLC | 121 | $9.64K | 0.00% | +25+26.0% | Added |
| Whittier Trust Co | 127 | $9.78K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 137 | $10.9K | 0.00% | +29+26.9% | Added |
| True Wealth Design, LLC | 143 | $11.4K | 0.00% | +137+2,283.3% | Added |
| Navalign, LLC | 147 | $11.7K | 0.00% | +147 | New |
| Motiv8 Investments LLC | 150 | $12.0K | 0.01% | +150 | New |
| Fortitude Family Office, LLC | 162 | $12.9K | 0.00% | +63+63.6% | Added |
| MPWM Advisory Solutions, LLC | 165 | $13.1K | 0.01% | +165 | New |
| Rothschild Investment LLC | 167 | $13.3K | 0.00% | +164+5,466.7% | Added |
| Archer Investment Corp | 171 | $13.6K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 172 | $13.7K | 0.00% | +172 | New |