| Lazard Asset Management LLC | 94 | $0 | 0.00% | −21,917−99.6% | Reduced |
| Wood Tarver Financial Group, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 20 | $0 | 0.00% | −20−50.0% | Reduced |
| Activest Wealth Management | 1 | $5 | 0.00% | −10−90.9% | Reduced |
| Tradewinds Capital Management, LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2 | $17 | 0.00% | +2 | New |
| Mount Yale Investment Advisors, LLC | 2 | $17 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $18 | 0.00% | −25−92.6% | Reduced |
| Bartlett & Co. Wealth Management LLC | 3 | $26 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 3 | $26 | 0.00% | +3 | New |
| Atlantic Union Bankshares Corp | 4 | $35 | 0.00% | +4 | New |
| Gen-Wealth Partners Inc | 5 | $43 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5 | $43 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 6 | $56 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 7 | $61 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 8 | $70 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $78 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 10 | $87 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 17 | $100 | 0.00% | +11+183.3% | Added |
| Principia Wealth Advisory, LLC | 13 | $113 | 0.00% | −23−63.9% | Reduced |
| HFM Investment Advisors, LLC | 13 | $113 | 0.00% | +7+116.7% | Added |
| Bellwether Advisors, LLC | 17 | $148 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $156 | 0.00% | +4+28.6% | Added |
| Rialto Wealth Management, LLC | 19 | $166 | 0.00% | +16+533.3% | Added |
| Trust Co of Vermont | 20 | $174 | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 21 | $183 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 25 | $217 | 0.00% | −51−67.1% | Reduced |
| Winch Advisory Services, LLC | 25 | $217 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 25 | $217 | 0.00% | 00.0% | Unchanged |
| City State Bank | 26 | $226 | 0.00% | −5−16.1% | Reduced |
| Eukles Asset Management | 26 | $226 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 26 | $226 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 27 | $235 | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 28 | $243 | 0.00% | 00.0% | Unchanged |
| Ravenstone Capital Management Inc. | 35 | $304 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 36 | $313 | 0.00% | 00.0% | Unchanged |
| Kiker Wealth Management, LLC | 40 | $348 | 0.00% | −100−71.4% | Reduced |
| Fortis Group Advisors, LLC | 40 | $348 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 40 | $348 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 41 | $357 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 43 | $374 | 0.00% | +25+138.9% | Added |
| GHP Investment Advisors, Inc. | 49 | $426 | 0.00% | −49−50.0% | Reduced |
| MPWM Advisory Solutions, LLC | 50 | $435 | 0.00% | −250−83.3% | Reduced |
| Vision Financial Markets LLC | 50 | $435 | 0.00% | −50−50.0% | Reduced |
| Westside Investment Management, Inc. | 50 | $435 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 50 | $435 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $435 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 57 | $495 | 0.00% | +57 | New |
| Hughes Financial Services, LLC | 64 | $498 | 0.00% | +64 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 60 | $521 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 60 | $522 | 0.00% | −234−79.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 63 | $548 | 0.00% | −14−18.2% | Reduced |
| South State Corp. | 65 | $565 | 0.00% | −213−76.6% | Reduced |
| Cedar Mountain Advisors, LLC | 74 | $643 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 78 | $678 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 79 | $687 | 0.03% | +6+8.2% | Added |
| Medallion Wealth Advisors, LLC | 75 | $701 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 95 | $826 | 0.00% | −58−37.9% | Reduced |
| Semmax Financial Advisors Inc. | 113 | $838 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $869 | 0.00% | −63−38.7% | Reduced |
| NBT Bank N A | 100 | $869 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 100 | $869 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 100 | $869 | 0.00% | 00.0% | Unchanged |
| Keystone Global Partners, LLC | 100 | $869 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 100 | $869 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $869 | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $869 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 100 | $869 | 0.00% | +100 | New |
| Cypress Capital Management LLC (WY) | 100 | $869 | 0.00% | +100 | New |
| AllSquare Wealth Management LLC | 103 | $895 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 226 | $1.00K | 0.00% | −242−51.7% | Reduced |
| Fortitude Family Office, LLC | 118 | $1.02K | 0.00% | +118 | New |
| Boreal Capital Management LLC | 120 | $1.04K | 0.00% | +120 | New |
| Talon Private Wealth, LLC | 122 | $1.06K | 0.00% | +122 | New |
| UMA Financial Services, Inc. | 129 | $1.12K | 0.00% | +129 | New |
| HighMark Wealth Management LLC | 130 | $1.13K | 0.00% | −75−36.6% | Reduced |
| Brown Brothers Harriman & Co | 130 | $1.13K | 0.00% | +130 | New |
| Principal Securities, Inc. | 131 | $1.14K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 136 | $1.18K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 143 | $1.24K | 0.00% | +51+55.4% | Added |
| Lowe Wealth Advisors, LLC | 150 | $1.30K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 150 | $1.30K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 150 | $1.30K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 200 | $1.63K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 200 | $1.74K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 200 | $1.74K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 204 | $1.77K | 0.00% | −165−44.7% | Reduced |
| Bullock Wealth Management Group | 194 | $1.81K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 250 | $2.17K | 0.00% | −29−10.4% | Reduced |
| American Capital Advisory, LLC | 259 | $2.25K | 0.00% | −18−6.5% | Reduced |
| Inlight Wealth Management, LLC | 270 | $2.35K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 299 | $2.60K | 0.00% | −1,000−77.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 300 | $2.61K | 0.00% | +100+50.0% | Added |
| Sound Income Strategies, LLC | 312 | $2.71K | 0.00% | +12+4.0% | Added |
| Capula Management Ltd | 330 | $2.87K | 0.00% | −538−62.0% | Reduced |
| Avion Wealth | 435 | $3.00K | 0.00% | −150−25.6% | Reduced |
| CX Institutional | 329 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 350 | $3.04K | 0.00% | −2,500−87.7% | Reduced |
| GPS Wealth Strategies Group, LLC | 374 | $3.25K | 0.00% | +82+28.1% | Added |