| Ogorek Anthony Joseph | 10 | $0 | 0.00% | +10 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $289 | 0.00% | +3 | New |
| Stonebridge Financial Group, LLC | 3 | $289 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 3 | $289 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $366 | 0.00% | +1+33.3% | Added |
| American Capital Advisory, LLC | 4 | $385 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $480 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $481 | 0.00% | +5 | New |
| Kestra Investment Management, LLC | 6 | $578 | 0.00% | −233−97.5% | Reduced |
| UMA Financial Services, Inc. | 7 | $674 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $674 | 0.00% | +7 | New |
| HFM Investment Advisors, LLC | 7 | $674 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 8 | $769 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $866 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $961 | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $962 | 0.00% | −5−33.3% | Reduced |
| Garde Capital, Inc. | 10 | $962 | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 10 | $962 | 0.00% | +10 | New |
| Picton Mahoney Asset Management | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 11 | $1.06K | 0.00% | +5+83.3% | Added |
| WestEnd Advisors, LLC | 11 | $1.06K | 0.00% | +7+175.0% | Added |
| Caitong International Asset Management Co., Ltd | 12 | $1.15K | 0.00% | −1,047−98.9% | Reduced |
| Activest Wealth Management | 13 | $1.25K | 0.00% | +10+333.3% | Added |
| Highline Wealth Partners LLC | 13 | $1.25K | 0.00% | +13 | New |
| Oakworth Capital, Inc. | 14 | $1.35K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 14 | $1.35K | 0.00% | +14 | New |
| Sittner & Nelson, LLC | 15 | $1.44K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 18 | $1.73K | 0.00% | +12+200.0% | Added |
| Winch Advisory Services, LLC | 19 | $1.83K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 19 | $1.83K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 19 | $1.83K | 0.00% | +19 | New |
| Binnacle Investments Inc | 19 | $1.83K | 0.00% | +19 | New |
| S&T Bank | 20 | $1.92K | 0.00% | +20 | New |
| Hexagon Capital Partners LLC | 21 | $2.02K | 0.00% | −3−12.5% | Reduced |
| Cape Investment Advisory, Inc. | 21 | $2.02K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 23 | $2.21K | 0.00% | +23 | New |
| Kayne Anderson Rudnick Investment Management LLC | 26 | $2.50K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 28 | $2.66K | 0.00% | −17−37.8% | Reduced |
| Hughes Financial Services, LLC | 28 | $2.69K | 0.00% | +28 | New |
| Bellevue Asset Management, LLC | 29 | $2.79K | 0.00% | −68−70.1% | Reduced |
| 1620 Investment Advisors, Inc. | 33 | $3.17K | 0.00% | −29−46.8% | Reduced |
| Sachetta, LLC | 33 | $3.17K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 33 | $3.17K | 0.00% | +33 | New |
| Cypress Capital Management LLC (WY) | 37 | $3.56K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 37 | $3.56K | 0.00% | +25+208.3% | Added |
| Beacon Capital Management, LLC | 38 | $3.65K | 0.00% | −1−2.6% | Reduced |
| South State Corp. | 38 | $3.65K | 0.00% | +38 | New |
| Raffa Wealth Management, LLC | 39 | $3.75K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 41 | $3.94K | 0.00% | −10−19.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 40 | $4.00K | 0.00% | +40 | New |
| Barrett & Company, Inc. | 44 | $4.23K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 45 | $4.33K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 45 | $4.33K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 49 | $4.71K | 0.00% | −1−2.0% | Reduced |
| WPG Advisers, LLC | 51 | $4.91K | 0.00% | +23+82.1% | Added |
| Avion Wealth | 58 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 52 | $5.00K | 0.00% | −100−65.8% | Reduced |
| LGT Financial Advisors LLC | 55 | $5.29K | 0.02% | +55 | New |
| Bogart Wealth, LLC | 56 | $5.39K | 0.00% | −11−16.4% | Reduced |
| WealthCollab, LLC | 58 | $5.58K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 61 | $5.87K | 0.00% | +5+8.9% | Added |
| Legacy Wealth Managment, LLC | 63 | $6.06K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 66 | $6.35K | 0.00% | +66 | New |
| Red Tortoise LLC | 69 | $6.64K | 0.00% | 00.0% | Unchanged |
| Trust Co | 71 | $6.83K | 0.00% | +39+121.9% | Added |
| Capital Advisors, Ltd. LLC | 72 | $7.00K | 0.00% | −33−31.4% | Reduced |
| CoreCap Advisors, LLC | 73 | $7.02K | 0.00% | +7+10.6% | Added |
| Sierra Ocean, LLC | 74 | $7.12K | 0.01% | +12+19.4% | Added |
| Washington Trust Advisors, Inc. | 76 | $7.29K | 0.00% | +4+5.6% | Added |
| Kozak & Associates, Inc. | 79 | $7.34K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 77 | $7.41K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 79 | $7.60K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 36 | $7.79K | 0.00% | −72−66.7% | Reduced |
| Financial Management Professionals, Inc. | 83 | $7.98K | 0.00% | +36+76.6% | Added |
| Crewe Advisors LLC | 89 | $8.56K | 0.00% | +85+2,125.0% | Added |
| Cherry Tree Wealth Management, LLC | 91 | $8.75K | 0.00% | +75+468.8% | Added |
| Park Place Capital Corp | 94 | $9.04K | 0.00% | −37−28.2% | Reduced |
| Manchester Capital Management LLC | 94 | $9.04K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 96 | $9.23K | 0.00% | −66−40.7% | Reduced |
| MV Capital Management, Inc. | 99 | $9.52K | 0.00% | −31−23.8% | Reduced |
| Rocky Mountain Advisers, LLC | 99 | $9.52K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 102 | $9.81K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 103 | $9.91K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 112 | $10.8K | 0.00% | +12+12.0% | Added |
| Financial Perspectives, Inc | 119 | $11.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 120 | $11.5K | 0.00% | −9−7.0% | Reduced |
| Rothschild Investment LLC | 128 | $12.3K | 0.00% | −243−65.5% | Reduced |
| DT Investment Partners, LLC | 129 | $12.4K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 136 | $13.1K | 0.01% | +30+28.3% | Added |
| Fortitude Family Office, LLC | 137 | $13.2K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 145 | $13.9K | 0.01% | 00.0% | Unchanged |
| Saudi Central Bank | 148 | $14.2K | 0.08% | +148 | New |
| NewSquare Capital LLC | 150 | $14.4K | 0.00% | +138+1,150.0% | Added |
| Key Financial Inc | 162 | $15.6K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 173 | $16.6K | 0.01% | +18+11.6% | Added |
| Cornerstone Planning Group LLC | 184 | $17.0K | 0.00% | +141+327.9% | Added |
| Private Wealth Management Group, LLC | 184 | $17.7K | 0.01% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 186 | $17.9K | 0.01% | −73−28.2% | Reduced |
| GW&K Investment Management, LLC | 201 | $19.0K | 0.00% | +29+16.9% | Added |
| Aviso Financial Inc. | 200 | $19.2K | 0.00% | 00.0% | Unchanged |
