| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 7 | $255 | 0.00% | +7 | New |
| Parkside Financial Bank & Trust | 8 | $292 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 8 | $292 | 0.00% | +8 | New |
| Winnow Wealth LLC | 9 | $315 | 0.00% | +3+50.0% | Added |
| Cornerstone Planning Group LLC | 10 | $321 | 0.00% | +10 | New |
| Parkworth Wealth Management, Inc. | 9 | $328 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $329 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 10 | $337 | 0.00% | +10 | New |
| Mountain Hill Investment Partners Corp. | 10 | $368 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 12 | $438 | 0.00% | +12 | New |
| MPWM Advisory Solutions, LLC | 14 | $511 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $584 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $584 | 0.00% | +16 | New |
| Key Financial Inc | 18 | $656 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $729 | 0.00% | +20 | New |
| WealthTrak Capital Management LLC | 20 | $730 | 0.00% | +10+100.0% | Added |
| Cromwell Holdings LLC | 22 | $802 | 0.00% | +22 | New |
| SWAN Capital LLC | 26 | $939 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 27 | $995 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 28 | $1.00K | 0.00% | +9+47.4% | Added |
| Private Wealth Asset Management, LLC | 29 | $1.06K | 0.00% | +29 | New |
| Nemes Rush Group LLC | 29 | $1.07K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 30 | $1.09K | 0.00% | −910−96.8% | Reduced |
| Hughes Financial Services, LLC | 30 | $1.10K | 0.00% | +30 | New |
| TD Private Client Wealth LLC | 33 | $1.20K | 0.00% | +33 | New |
| CVA Family Office, LLC | 34 | $1.24K | 0.00% | +34 | New |
| Investors Research Corp | 35 | $1.28K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 35 | $1.28K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 35 | $1.28K | 0.00% | +35 | New |
| Archer Investment Corp | 40 | $1.46K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 42 | $1.53K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 4 | $1.60K | 0.00% | −40−90.9% | Reduced |
| Colonial Trust Co | 50 | $1.82K | 0.00% | +50 | New |
| SJS Investment Consulting Inc. | 59 | $2.15K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 59 | $2.15K | 0.00% | +59 | New |
| Raffa Wealth Management, LLC | 60 | $2.19K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 60 | $2.19K | 0.00% | +56+1,400.0% | Added |
| Valued Wealth Advisors LLC | 60 | $2.20K | 0.00% | +19+46.3% | Added |
| DiNuzzo Private Wealth, Inc. | 65 | $2.37K | 0.00% | +2+3.2% | Added |
| True Wealth Design, LLC | 76 | $2.77K | 0.00% | +76 | New |
| Parvin Asset Management, LLC | 79 | $2.88K | 0.00% | +79 | New |
| South State Corp. | 79 | $2.88K | 0.00% | +79 | New |
| Whittier Trust Co of Nevada Inc | 80 | $2.92K | 0.00% | +80 | New |
| Bell Investment Advisors, Inc | 81 | $2.96K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 97 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 101 | $3.00K | 0.00% | +101 | New |
| Global Financial Private Client, LLC | 89 | $3.25K | 0.00% | +48+117.1% | Added |
| McIlrath & Eck, LLC | 92 | $3.35K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 99 | $3.60K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 99 | $3.61K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 100 | $3.65K | 0.00% | −103−50.7% | Reduced |
| Laurel Wealth Advisors LLC | 100 | $3.65K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 100 | $3.65K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 100 | $3.67K | 0.00% | −293−74.6% | Reduced |
| Private Wealth Management Group, LLC | 101 | $3.68K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 104 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 107 | $3.90K | 0.00% | −4−3.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 108 | $3.94K | 0.00% | +4+3.8% | Added |
| Saudi Central Bank | 108 | $3.94K | 0.02% | +108 | New |
| Hantz Financial Services, Inc. | 108 | $4.00K | 0.00% | +108 | New |
| HM Payson & Co | 111 | $4.05K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 113 | $4.12K | 0.00% | +113 | New |
| CIBC Private Wealth Group, LLC | 136 | $4.15K | 0.00% | −254−65.1% | Reduced |
| Binnacle Investments Inc | 114 | $4.16K | 0.00% | +114 | New |
| High Note Wealth, LLC | 115 | $4.19K | 0.00% | −2−1.7% | Reduced |
| Allworth Financial LP | 155 | $5.14K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 150 | $5.47K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 150 | $5.47K | 0.00% | −85−36.2% | Reduced |
| Hollencrest Capital Management | 150 | $5.47K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 152 | $5.55K | 0.00% | +74+94.9% | Added |
| Fortitude Family Office, LLC | 157 | $5.73K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 163 | $5.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 174 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 173 | $6.31K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 173 | $6.33K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 174 | $6.34K | 0.00% | +66+61.1% | Added |
| Farmers & Merchants Investments Inc | 185 | $6.75K | 0.00% | +85+85.0% | Added |
| Ogorek Anthony Joseph | 194 | $7.00K | 0.00% | +194 | New |
| CoreCap Advisors, LLC | 195 | $7.13K | 0.00% | +112+134.9% | Added |
| North Star Investment Management Corp. | 200 | $7.29K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $7.29K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 214 | $7.80K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 229 | $8.35K | 0.00% | +228+22,800.0% | Added |
| Grove Bank & Trust | 245 | $8.94K | 0.00% | +245 | New |
| NewSquare Capital LLC | 247 | $9.01K | 0.00% | +238+2,644.4% | Added |
| Salem Investment Counselors Inc | 252 | $9.19K | 0.00% | +60+31.3% | Added |
| Runnymede Capital Advisors, Inc. | 276 | $10.1K | 0.01% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 295 | $10.8K | 0.00% | −910−75.5% | Reduced |
| Optimum Investment Advisors | 300 | $10.9K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 300 | $10.9K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 306 | $11.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 308 | $11.2K | 0.00% | +308 | New |
| EverSource Wealth Advisors, LLC | 311 | $11.3K | 0.00% | +120+62.8% | Added |
| Massmutual Trust Co FSB | 365 | $13.3K | 0.00% | +168+85.3% | Added |
| Westside Investment Management, Inc. | 386 | $14.2K | 0.00% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 390 | $14.2K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 400 | $14.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 421 | $15.4K | 0.00% | +8+1.9% | Added |
| Financial Network Wealth Management LLC | 445 | $16.0K | 0.01% | +445 | New |