| Strengthening Families & Communities, LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Clear Street Markets LLC | 1 | $30 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $30 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $31 | 0.00% | −17−94.4% | Reduced |
| Raleigh Capital Management Inc. | 1 | $40 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $60 | 0.00% | −10−83.3% | Reduced |
| Raffa Wealth Management, LLC | 2 | $60 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 5 | $150 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $151 | 0.00% | −79−94.0% | Reduced |
| Owl Creek Wealth Partners LLC | 5 | $151 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 10 | $301 | 0.00% | −4−28.6% | Reduced |
| Bare Financial Services, Inc | 12 | $361 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 13 | $392 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 15 | $452 | 0.00% | +15 | New |
| Bogart Wealth, LLC | 16 | $482 | 0.00% | −16−50.0% | Reduced |
| Hughes Financial Services, LLC | 16 | $482 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 19 | $572 | 0.00% | +19 | New |
| Private Wealth Management Group, LLC | 20 | $603 | 0.00% | −45−69.2% | Reduced |
| Intentional Wealth Strategies, LLC | 24 | $723 | 0.00% | +24 | New |
| Signature Equity Partners, LLC | 25 | $753 | 0.00% | −203−89.0% | Reduced |
| NBT Bank N A | 25 | $753 | 0.00% | +25 | New |
| ZRC Wealth Management, LLC | 26 | $784 | 0.00% | −101−79.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 32 | $964 | 0.00% | −1−3.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 33 | $993 | 0.00% | +15+83.3% | Added |
| Avion Wealth | 58 | $1.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 35 | $1.05K | 0.00% | −2,916−98.8% | Reduced |
| Principia Wealth Advisory, LLC | 35 | $1.05K | 0.00% | −5−12.5% | Reduced |
| Golden State Equity Partners | 35 | $1.06K | 0.00% | +35 | New |
| Financial Management Professionals, Inc. | 40 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 40 | $1.21K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 41 | $1.24K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 41 | $1.24K | 0.00% | +5+13.9% | Added |
| Cromwell Holdings LLC | 43 | $1.29K | 0.00% | +12+38.7% | Added |
| CoreCap Advisors, LLC | 45 | $1.35K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 49 | $1.48K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 50 | $1.51K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 53 | $1.60K | 0.00% | +53 | New |
| Anchor Investment Management, LLC | 55 | $1.66K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 57 | $1.72K | 0.00% | +9+18.8% | Added |
| Cornerstone Planning Group LLC | 56 | $1.75K | 0.00% | −585−91.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 66 | $2.00K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 67 | $2.02K | 0.00% | −31−31.6% | Reduced |
| Quent Capital, LLC | 68 | $2.05K | 0.00% | −294−81.2% | Reduced |
| Armstrong Advisory Group, Inc | 73 | $2.20K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 75 | $2.26K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 77 | $2.32K | 0.00% | −376−83.0% | Reduced |
| Prestige Wealth Management Group LLC | 80 | $2.41K | 0.00% | −230−74.2% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 85 | $2.56K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 90 | $2.71K | 0.00% | +90 | New |
| Capital Analysts, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 101 | $3.04K | 0.00% | +101 | New |
| SBI Securities Co., Ltd. | 104 | $3.13K | 0.00% | −16−13.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 102 | $3.18K | 0.00% | +42+70.0% | Added |
| Mather Group, LLC. | 108 | $3.25K | 0.00% | +108 | New |
| Synergy Investment Management, LLC | 111 | $3.34K | 0.00% | +111 | New |
| JFS Wealth Advisors, LLC | 115 | $3.46K | 0.00% | −11−8.7% | Reduced |
| GWM Advisors LLC | 120 | $3.61K | 0.00% | −555−82.2% | Reduced |
| Fortitude Family Office, LLC | 120 | $3.61K | 0.00% | +71+144.9% | Added |
| High Note Wealth, LLC | 121 | $3.65K | 0.00% | 00.0% | Unchanged |
| Bayban | 122 | $3.67K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 127 | $3.83K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 140 | $4.22K | 0.00% | −211−60.1% | Reduced |
| Meeder Asset Management Inc | 140 | $4.22K | 0.00% | +140 | New |
| Capital & Planning, LLC | 170 | $5.12K | 0.00% | +170 | New |
| Sunbelt Securities, Inc. | 175 | $5.27K | 0.00% | −18−9.3% | Reduced |
| Itau Unibanco Holding S.A. | 176 | $5.30K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 183 | $5.51K | 0.00% | +183 | New |
| Brown, Lisle/Cummings, Inc. | 190 | $5.72K | 0.00% | +190 | New |
| Maseco LLP | 197 | $5.93K | 0.00% | +197 | New |
| Dunhill Financial, LLC | 202 | $6.10K | 0.00% | +154+320.8% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 212 | $6.38K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 215 | $6.48K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 216 | $6.51K | 0.00% | −116−34.9% | Reduced |
| Farmers & Merchants Investments Inc | 225 | $6.78K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 239 | $7.42K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 250 | $7.53K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 250 | $7.65K | 0.00% | +250 | New |
| Elequin Capital LP | 254 | $7.65K | 0.00% | +19+8.1% | Added |
| Atlantic Union Bankshares Corp | 264 | $7.97K | 0.00% | +8+3.1% | Added |
| Clal Insurance Enterprises Holdings Ltd | 256 | $8.00K | 0.00% | +74+40.7% | Added |
| Danske Bank A/S | 300 | $9.04K | 0.00% | −1,300−81.3% | Reduced |
| Basecamp Wealth Advisors LLC | 313 | $9.43K | 0.00% | +133+73.9% | Added |
| Rossby Financial, LCC | 322 | $9.89K | 0.00% | +267+485.5% | Added |
| Glen Eagle Advisors, LLC | 332 | $9.99K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 338 | $10.0K | 0.01% | −172−33.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 402 | $12.1K | 0.00% | −695−63.4% | Reduced |
| Rothschild Investment LLC | 439 | $13.2K | 0.00% | −1,468−77.0% | Reduced |
| Smartleaf Asset Management LLC | 455 | $13.5K | 0.00% | +145+46.8% | Added |
| First Horizon Corp | 450 | $13.6K | 0.00% | −430−48.9% | Reduced |
| Guinness Asset Management LTD | 489 | $14.7K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 505 | $15.2K | 0.00% | +505 | New |
| Rexford Capital Inc | 525 | $15.8K | 0.01% | 00.0% | Unchanged |
| Vega Investment Solutions | 574 | $17.3K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 585 | $17.6K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 595 | $17.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 600 | $18.1K | 0.00% | −16−2.6% | Reduced |
| Trust Co | 626 | $18.9K | 0.00% | +1+0.2% | Added |
| Twin Tree Management, LP | 645 | $19.4K | 0.00% | +645 | New |
| Parkside Financial Bank & Trust | 650 | $19.6K | 0.00% | +230+54.8% | Added |
| Essential Investment Partners LLC | 660 | $19.9K | 0.02% | 00.0% | Unchanged |
