| Raleigh Capital Management Inc. | 0 | $7 | 0.00% | 0 | Unchanged |
| Beacon Capital Management, Inc. | 0 | $23 | 0.00% | −1−100.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $71 | 0.00% | −2−66.7% | Reduced |
| TFC Financial Management | 1 | $71 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $71 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 2 | $142 | 0.00% | −6−75.0% | Reduced |
| Dunhill Financial, LLC | 2 | $159 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $213 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $213 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $213 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $220 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $283 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 4 | $283 | 0.00% | +4 | New |
| TopTier Wealth Management, LLC | 4 | $283 | 0.00% | +4 | New |
| AdvisorNet Financial, Inc | 5 | $354 | 0.00% | +3+150.0% | Added |
| DecisionPoint Financial, LLC | 5 | $355 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $496 | 0.00% | −1−12.5% | Reduced |
| Marquette Asset Management, LLC | 7 | $496 | 0.00% | +7 | New |
| Retirement Wealth Solutions LLC | 8 | $567 | 0.00% | −1−11.1% | Reduced |
| Vermillion Wealth Management, Inc. | 9 | $638 | 0.00% | +9 | New |
| Scarborough Advisors, LLC | 9 | $638 | 0.00% | +9 | New |
| American Capital Advisory, LLC | 10 | $709 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 9 | $737 | 0.00% | +9 | New |
| Creative Financial Designs Inc | 11 | $779 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12 | $850 | 0.00% | +12 | New |
| Sunbelt Securities, Inc. | 12 | $850 | 0.00% | +12 | New |
| Twin Peaks Wealth Advisors, LLC | 12 | $850 | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 13 | $921 | 0.00% | +2+18.2% | Added |
| UMA Financial Services, Inc. | 14 | $992 | 0.00% | −13−48.1% | Reduced |
| Huntington National Bank | 14 | $992 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $1.06K | 0.00% | +5+50.0% | Added |
| Cromwell Holdings LLC | 16 | $1.13K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 17 | $1.20K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 18 | $1.27K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 20 | $1.42K | 0.00% | −11−35.5% | Reduced |
| Nalls Sherbakoff Group, LLC | 20 | $1.42K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 22 | $1.56K | 0.00% | +22 | New |
| Rossby Financial, LCC | 22 | $1.59K | 0.00% | −118−84.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 23 | $1.63K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 25 | $1.77K | 0.00% | +25 | New |
| Sound Income Strategies, LLC | 25 | $1.81K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $2.13K | 0.00% | −16−34.8% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 30 | $2.13K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 31 | $2.20K | 0.00% | +31 | New |
| Clearstead Advisors, LLC | 34 | $2.41K | 0.00% | −377−91.7% | Reduced |
| JPL Wealth Management, LLC | 35 | $2.48K | 0.00% | +35 | New |
| Keating Financial Advisory Services, Inc. | 36 | $2.55K | 0.00% | −19−34.5% | Reduced |
| Torren Management, LLC | 39 | $2.73K | 0.00% | −663−94.4% | Reduced |
| Ancora Advisors, LLC | 40 | $2.83K | 0.00% | +40 | New |
| Cornerstone Financial Management LLC | 44 | $3.12K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 44 | $3.12K | 0.00% | +17+63.0% | Added |
| United Financial Planning Group LLC | 47 | $3.33K | 0.00% | +47 | New |
| Caldwell Sutter Capital, Inc. | 48 | $3.40K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 50 | $3.54K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 51 | $3.61K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 52 | $3.68K | 0.00% | +46+766.7% | Added |
| Highline Wealth Partners LLC | 59 | $4.18K | 0.00% | +59 | New |
| True Wealth Design, LLC | 68 | $4.82K | 0.00% | +68 | New |
| Cedar Mountain Advisors, LLC | 75 | $5.31K | 0.00% | +75 | New |
| Basecamp Wealth Advisors LLC | 83 | $5.88K | 0.00% | +82+8,200.0% | Added |
| CX Institutional | 90 | $6.00K | 0.00% | +90 | New |
| Bell Investment Advisors, Inc | 91 | $6.45K | 0.00% | −8−8.1% | Reduced |
| Crewe Advisors LLC | 91 | $6.45K | 0.00% | +15+19.7% | Added |
| Farmers & Merchants Investments Inc | 94 | $6.66K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 96 | $6.80K | 0.00% | +96 | New |
| Golden State Wealth Management, LLC | 100 | $7.08K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 106 | $7.52K | 0.00% | +22+26.2% | Added |
| Fortitude Family Office, LLC | 108 | $7.65K | 0.00% | −108−50.0% | Reduced |
| Activest Wealth Management | 109 | $7.72K | 0.00% | −69−38.8% | Reduced |
| Ameriflex Group, Inc. | 109 | $7.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 117 | $8.29K | 0.00% | +80+216.2% | Added |
| JFS Wealth Advisors, LLC | 121 | $8.57K | 0.00% | −1−0.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 125 | $8.86K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 126 | $8.93K | 0.00% | −17−11.9% | Reduced |
| Elevated Capital Advisors, LLC | 133 | $9.43K | 0.00% | −1,795−93.1% | Reduced |
| Nisa Investment Advisors, LLC | 137 | $9.71K | 0.00% | −1,111−89.0% | Reduced |
| CVA Family Office, LLC | 142 | $10.1K | 0.00% | +142 | New |
| Mather Group, LLC. | 151 | $10.7K | 0.00% | +151 | New |
| Zions Bancorporation, National Association | 162 | $11.5K | 0.00% | +162 | New |
| Signature Equity Partners, LLC | 185 | $13.1K | 0.01% | +10+5.7% | Added |
| Cassaday & Co Wealth Management LLC | 190 | $13.5K | 0.00% | +190 | New |
| Danske Bank A/S | 200 | $14.2K | 0.00% | −1,000−83.3% | Reduced |
| Parkside Financial Bank & Trust | 237 | $16.8K | 0.00% | +74+45.4% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 240 | $17.0K | 0.01% | +1+0.4% | Added |
| TD Waterhouse Canada Inc. | 245 | $17.7K | 0.00% | +155+172.2% | Added |
| Massmutual Trust Co FSB | 253 | $17.9K | 0.00% | +48+23.4% | Added |
| Larson Financial Group LLC | 263 | $18.6K | 0.00% | −451−63.2% | Reduced |
| Essential Partners LLC | 273 | $19.3K | 0.01% | +273 | New |
| Acumen Wealth Advisors, LLC | 279 | $19.8K | 0.01% | +157+128.7% | Added |
| Toth Financial Advisory Corp | 284 | $20.1K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 294 | $20.8K | 0.02% | +294 | New |
| Harbour Investments, Inc. | 297 | $21.1K | 0.00% | −145−32.8% | Reduced |
| Rakuten Securities, Inc. | 301 | $21.3K | 0.01% | +301 | New |
| SBI Securities Co., Ltd. | 311 | $22.0K | 0.00% | −95−23.4% | Reduced |
| Salomon & Ludwin, LLC | 310 | $22.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 369 | $26.1K | 0.00% | +39+11.8% | Added |
| IFP Advisors, Inc | 375 | $26.6K | 0.00% | +212+130.1% | Added |
| Bessemer Group Inc | 405 | $29.0K | 0.00% | −3−0.7% | Reduced |
| Community Bank, N.A. | 427 | $30.3K | 0.00% | 00.0% | Unchanged |
