| Avion Wealth | 6 | $0 | 0.00% | −12−66.7% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $78 | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 2 | $152 | 0.00% | −336−99.4% | Reduced |
| Wilkerson Advisory Group LLC | 2 | $154 | 0.00% | −22−91.7% | Reduced |
| Hughes Financial Services, LLC | 2 | $154 | 0.00% | −19−90.5% | Reduced |
| Dunhill Financial, LLC | 2 | $219 | 0.00% | −1−33.3% | Reduced |
| NVWM, LLC | 3 | $231 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 3 | $231 | 0.00% | +3 | New |
| Bay Harbor Wealth Management, LLC | 4 | $308 | 0.00% | 00.0% | Unchanged |
| Trust Co | 4 | $309 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $309 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $309 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4 | $309 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 5 | $386 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 5 | $386 | 0.00% | +5 | New |
| Atlantic Union Bankshares Corp | 6 | $463 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $463 | 0.00% | +3+100.0% | Added |
| American National Bank | 7 | $539 | 0.00% | −2−22.2% | Reduced |
| Rialto Wealth Management, LLC | 7 | $540 | 0.00% | −7−50.0% | Reduced |
| Bogart Wealth, LLC | 7 | $540 | 0.00% | −5−41.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 7 | $540 | 0.00% | +7 | New |
| Financial Network Wealth Advisors LLC | 10 | $771 | 0.00% | −49−83.1% | Reduced |
| Signature Equity Partners, LLC | 10 | $771 | 0.00% | −9−47.4% | Reduced |
| Picton Mahoney Asset Management | 11 | $848 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 12 | $926 | 0.00% | +12 | New |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | +5+45.5% | Added |
| Cornerstone Financial Management LLC | 13 | $1.00K | 0.00% | −5−27.8% | Reduced |
| N.E.W. Advisory Services LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Rachor Investment Advisory Services, LLC | 14 | $1.08K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 14 | $1.08K | 0.00% | +5+55.6% | Added |
| Retirement Wealth Solutions LLC | 15 | $1.16K | 0.00% | +6+66.7% | Added |
| Webster Bank, N. A. | 16 | $1.23K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $1.23K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 18 | $1.39K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 18 | $1.39K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 20 | $1.54K | 0.00% | −13−39.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $1.54K | 0.00% | −2−9.1% | Reduced |
| Addison Advisors LLC | 20 | $1.54K | 0.00% | +1+5.3% | Added |
| Triumph Capital Management | 25 | $1.93K | 0.00% | −2−7.4% | Reduced |
| Godfrey Financial Associates, Inc. | 25 | $1.93K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 28 | $2.16K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 28 | $2.16K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 28 | $2.16K | 0.00% | +13+86.7% | Added |
| Hurley Capital, LLC | 30 | $2.31K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 31 | $2.39K | 0.00% | +31 | New |
| Activest Wealth Management | 32 | $2.47K | 0.00% | −21−39.6% | Reduced |
| Atlantic Trust, LLC | 33 | $2.55K | 0.00% | +6+22.2% | Added |
| UMA Financial Services, Inc. | 33 | $2.55K | 0.00% | +17+106.3% | Added |
| Sachetta, LLC | 33 | $2.55K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 34 | $2.62K | 0.00% | +1+3.0% | Added |
| International Assets Investment Management, LLC | 35 | $2.65K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 38 | $2.93K | 0.00% | +38 | New |
| BankPlus Trust Department | 44 | $3.39K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 47 | $3.63K | 0.00% | +47 | New |
| SBI Securities Co., Ltd. | 48 | $3.70K | 0.00% | −39−44.8% | Reduced |
| Global Trust Asset Management, LLC | 48 | $3.70K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 50 | $3.86K | 0.00% | +50 | New |
| Zions Bancorporation, National Association | 54 | $4.17K | 0.00% | +6+12.5% | Added |
| Prestige Wealth Management Group LLC | 56 | $4.32K | 0.00% | +6+12.0% | Added |
| Rakuten Securities, Inc. | 57 | $4.40K | 0.00% | −28−32.9% | Reduced |
| United Financial Planning Group LLC | 57 | $4.40K | 0.00% | +57 | New |
| J.Safra Asset Management Corp | 65 | $5.01K | 0.00% | +65 | New |
| Twin Peaks Wealth Advisors, LLC | 65 | $5.01K | 0.00% | +65 | New |
| Intentional Wealth Strategies, LLC | 66 | $5.09K | 0.00% | +66 | New |
| Basecamp Wealth Advisors LLC | 71 | $5.48K | 0.00% | −18−20.2% | Reduced |
| Lodestone Wealth Management LLC | 76 | $5.86K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 78 | $6.02K | 0.00% | +78 | New |
| National Bank of Canada | 81 | $6.24K | 0.00% | −25−23.6% | Reduced |
| CVA Family Office, LLC | 81 | $6.25K | 0.00% | +59+268.2% | Added |
| Strategic Wealth Partners, Ltd. | 82 | $6.33K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 87 | $6.71K | 0.00% | −1,166−93.1% | Reduced |
| Farmers & Merchants Investments Inc | 88 | $6.79K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 88 | $6.79K | 0.00% | −292−76.8% | Reduced |
| Torren Management, LLC | 89 | $6.87K | 0.00% | −195−68.7% | Reduced |
| Meeder Asset Management Inc | 96 | $7.40K | 0.00% | +96 | New |
| Bank of New Hampshire | 100 | $7.71K | 0.00% | −165−62.3% | Reduced |
| Manchester Capital Management LLC | 100 | $7.71K | 0.00% | −21−17.4% | Reduced |
| Whipplewood Advisors, LLC | 100 | $7.71K | 0.00% | +100 | New |
| Fortitude Family Office, LLC | 102 | $7.87K | 0.00% | −60−37.0% | Reduced |
| Golden State Equity Partners | 103 | $7.94K | 0.00% | +103 | New |
| Steigerwald, Gordon & Koch Inc. | 115 | $8.87K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 115 | $8.87K | 0.00% | +17+17.3% | Added |
| First Horizon Corp | 116 | $8.95K | 0.00% | +10+9.4% | Added |
| Coston, McIsaac & Partners | 123 | $9.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 117 | $9.02K | 0.00% | +97+485.0% | Added |
| JFS Wealth Advisors, LLC | 121 | $9.33K | 0.00% | −16−11.7% | Reduced |
| Highline Wealth Partners LLC | 122 | $9.41K | 0.00% | +122 | New |
| Private Wealth Management Group, LLC | 140 | $10.8K | 0.00% | +77+122.2% | Added |
| Cedar Mountain Advisors, LLC | 142 | $11.0K | 0.00% | +142 | New |
| CX Institutional | 142 | $11.0K | 0.00% | +142 | New |
| Acumen Wealth Advisors, LLC | 149 | $11.5K | 0.00% | −55−27.0% | Reduced |
| 10Elms LLP | 150 | $11.6K | 0.01% | −609−80.2% | Reduced |
| Ancora Advisors, LLC | 165 | $12.7K | 0.00% | +150+1,000.0% | Added |
| Archer Investment Corp | 171 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 171 | $13.2K | 0.00% | +127+288.6% | Added |
| SJS Investment Consulting Inc. | 182 | $14.0K | 0.00% | +84+85.7% | Added |
| Smartleaf Asset Management LLC | 195 | $15.1K | 0.00% | −57−22.6% | Reduced |
