| TFC Financial Management | 1 | $58 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2 | $115 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $115 | 0.00% | +2 | New |
| Silicon Valley Capital Partners | 2 | $116 | 0.00% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $124 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 3 | $173 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 3 | $173 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $230 | 0.00% | +4 | New |
| Your Advocates Ltd., LLP | 4 | $237 | 0.00% | +1+33.3% | Added |
| Financial Management Professionals, Inc. | 5 | $288 | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 5 | $288 | 0.00% | +5 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 5 | $289 | 0.00% | +5 | New |
| Principia Wealth Advisory, LLC | 6 | $346 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 6 | $346 | 0.00% | +6 | New |
| Activest Wealth Management | 6 | $346 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 7 | $444 | 0.00% | −1−12.5% | Reduced |
| NBT Bank N A | 8 | $461 | 0.00% | +8 | New |
| Intentional Wealth Strategies, LLC | 8 | $461 | 0.00% | +8 | New |
| GHP Investment Advisors, Inc. | 9 | $519 | 0.00% | +9 | New |
| North Star Investment Management Corp. | 10 | $576 | 0.00% | −10−50.0% | Reduced |
| Vermillion Wealth Management, Inc. | 10 | $576 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 11 | $634 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $691 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 17 | $980 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 16 | $1.00K | 0.00% | +16 | New |
| Stone House Investment Management, LLC | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 21 | $1.22K | 0.00% | +2+10.5% | Added |
| Spire Wealth Management | 22 | $1.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $1.33K | 0.00% | +13+144.4% | Added |
| Bay Harbor Wealth Management, LLC | 25 | $1.44K | 0.00% | +13+108.3% | Added |
| First Horizon Corp | 25 | $1.44K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $1.45K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 27 | $1.56K | 0.00% | +10+58.8% | Added |
| Capital Advisors, Ltd. LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 35 | $2.02K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 35 | $2.02K | 0.00% | +24+218.2% | Added |
| Burk Holdings LLC | 35 | $2.02K | 0.00% | +35 | New |
| Caldwell Sutter Capital, Inc. | 39 | $2.25K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 39 | $2.25K | 0.00% | +39 | New |
| Mosley Wealth Management | 40 | $2.26K | 0.00% | +40 | New |
| Whittier Trust Co of Nevada Inc | 40 | $2.36K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 44 | $2.54K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 53 | $3.00K | 0.00% | +9+20.5% | Added |
| Financial Consulate, Inc | 54 | $3.11K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 57 | $3.29K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 60 | $3.46K | 0.00% | −59−49.6% | Reduced |
| ZRC Wealth Management, LLC | 66 | $3.80K | 0.00% | +66 | New |
| Ares Financial Consulting, LLC | 70 | $4.08K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 80 | $4.61K | 0.00% | +80 | New |
| Highline Wealth Partners LLC | 82 | $4.72K | 0.00% | +77+1,540.0% | Added |
| Grove Bank & Trust | 86 | $4.96K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 87 | $5.01K | 0.00% | +3+3.6% | Added |
| Huntington National Bank | 90 | $5.19K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 92 | $5.30K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 95 | $5.47K | 0.00% | −71−42.8% | Reduced |
| Hollencrest Capital Management | 100 | $5.76K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 105 | $6.05K | 0.00% | +105 | New |
| Mark Sheptoff Financial Planning, LLC | 100 | $6.31K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 112 | $6.45K | 0.00% | +22+24.4% | Added |
| Farmers & Merchants Investments Inc | 120 | $6.91K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 120 | $6.92K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 122 | $7.03K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $7.33K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 134 | $7.72K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 136 | $7.84K | 0.00% | −48−26.1% | Reduced |
| CoreCap Advisors, LLC | 140 | $8.07K | 0.00% | −35−20.0% | Reduced |
| Rosenberg Matthew Hamilton | 144 | $8.30K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | $8.64K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 150 | $8.64K | 0.01% | +100+200.0% | Added |
| Rossby Financial, LCC | 149 | $8.68K | 0.00% | −86−36.6% | Reduced |
| Rogco, LP | 160 | $9.22K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 164 | $9.45K | 0.01% | +164 | New |
| Twin Peaks Wealth Advisors, LLC | 165 | $9.51K | 0.00% | +165 | New |
| Torren Management, LLC | 171 | $9.84K | 0.00% | −375−68.7% | Reduced |
| Valued Wealth Advisors LLC | 174 | $10.0K | 0.00% | +108+163.6% | Added |
| JFS Wealth Advisors, LLC | 177 | $10.2K | 0.00% | +6+3.5% | Added |
| JPL Wealth Management, LLC | 181 | $10.4K | 0.00% | +181 | New |
| Cassaday & Co Wealth Management LLC | 193 | $11.1K | 0.00% | +193 | New |
| Creative Financial Designs Inc | 208 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 221 | $12.7K | 0.00% | +221 | New |
| Leonteq Securities AG | 229 | $13.2K | 0.00% | −321−58.4% | Reduced |
| MPWM Advisory Solutions, LLC | 236 | $13.6K | 0.01% | +2+0.9% | Added |
| Basecamp Wealth Advisors LLC | 265 | $15.3K | 0.00% | +49+22.7% | Added |
| Accordant Advisory Group Inc | 271 | $15.6K | 0.01% | +271 | New |
| Noble Wealth Management PBC | 285 | $16.4K | 0.01% | 00.0% | Unchanged |
| Danske Bank A/S | 300 | $17.3K | 0.00% | −1,900−86.4% | Reduced |
| Triumph Capital Management | 300 | $17.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 311 | $17.9K | 0.00% | +6+2.0% | Added |
| Eurizon Capital SGR S.p.A. | 323 | $18.0K | 0.00% | +323 | New |
| Fortitude Family Office, LLC | 320 | $18.4K | 0.00% | +57+21.7% | Added |
| Atlantic Trust, LLC | 321 | $18.5K | 0.00% | +67+26.4% | Added |
| Central Trust Co | 325 | $18.7K | 0.00% | −25−7.1% | Reduced |
| SJS Investment Consulting Inc. | 328 | $18.9K | 0.00% | +308+1,540.0% | Added |
| Prosperity Bancshares Inc | 335 | $19.3K | 0.02% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 345 | $19.9K | 0.01% | +345 | New |
| WPG Advisers, LLC | 362 | $20.9K | 0.02% | +32+9.7% | Added |
| True Wealth Design, LLC | 378 | $21.8K | 0.01% | +28+8.0% | Added |
| Albion Financial Group | 395 | $22.8K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 400 | $23.0K | 0.00% | 00.0% | Unchanged |
