| Quest 10 Wealth Builders, Inc. | 0 | $101 | 0.00% | 0 | New |
| Montag A & Associates Inc | 1 | $259 | 0.00% | −1−50.0% | Reduced |
| American National Bank | 1 | $262 | 0.00% | +1 | New |
| Blume Capital Management, Inc. | 1 | $265 | 0.00% | +1 | New |
| Christopher J. Hasenberg, Inc | 1 | $283 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $530 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $530 | 0.00% | +2 | New |
| Bear Mountain Capital, Inc. | 2 | $578 | 0.00% | +2 | New |
| Continuum Advisory, LLC | 3 | $795 | 0.00% | −106−97.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 3 | $795 | 0.00% | +3 | New |
| Parallax Volatility Advisers, L.P. | 3 | $795 | 0.00% | +3 | New |
| Atlantic Trust, LLC | 3 | $795 | 0.00% | +3 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 7 | $1.00K | 0.00% | +7 | New |
| BankPlus Trust Department | 4 | $1.06K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4 | $1.06K | 0.00% | +4 | New |
| Sofos Investments, Inc. | 4 | $1.06K | 0.00% | +4 | New |
| Beacon Capital Management, LLC | 4 | $1.06K | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $1.06K | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $1.32K | 0.00% | −1−16.7% | Reduced |
| N.E.W. Advisory Services LLC | 5 | $1.32K | 0.00% | +5 | New |
| Private Wealth Asset Management, LLC | 5 | $1.32K | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $1.32K | 0.00% | +5 | New |
| Sierra Ocean, LLC | 6 | $1.59K | 0.00% | −17−73.9% | Reduced |
| TD Capital Management LLC | 6 | $1.59K | 0.00% | +6 | New |
| North Capital, Inc. | 6 | $1.59K | 0.00% | +6 | New |
| Parkworth Wealth Management, Inc. | 7 | $1.85K | 0.00% | +1+16.7% | Added |
| Salem Investment Counselors Inc | 7 | $1.85K | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $2.12K | 0.00% | +8 | New |
| Brown, Lisle/Cummings, Inc. | 8 | $2.12K | 0.00% | +8 | New |
| CBIZ Investment Advisory Services, LLC | 9 | $2.38K | 0.00% | +3+50.0% | Added |
| S&T Bank | 9 | $2.38K | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 9 | $2.48K | 0.00% | +4+80.0% | Added |
| Riggs Asset Managment Co. Inc. | 10 | $2.65K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.65K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 10 | $2.65K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 10 | $2.65K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 10 | $2.65K | 0.00% | +10 | New |
| Marshall Investment Management, LLC | 10 | $2.65K | 0.00% | +10 | New |
| Picton Mahoney Asset Management | 11 | $3.00K | 0.00% | −59,851−100.0% | Reduced |
| PrairieView Partners, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $3.18K | 0.00% | +12 | New |
| Sound Income Strategies, LLC | 13 | $3.44K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 15 | $3.98K | 0.00% | +10+200.0% | Added |
| Nemes Rush Group LLC | 16 | $4.24K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 18 | $4.72K | 0.00% | −30−62.5% | Reduced |
| Park Place Capital Corp | 18 | $4.77K | 0.00% | 00.0% | Unchanged |
| Trust Co | 19 | $5.03K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 19 | $5.04K | 0.00% | +11+137.5% | Added |
| Raffa Wealth Management, LLC | 20 | $5.30K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $5.94K | 0.00% | +21 | New |
| Capital Analysts, LLC | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 24 | $6.36K | 0.00% | −91−79.1% | Reduced |
| Rothschild Investment LLC | 24 | $6.36K | 0.00% | +1+4.3% | Added |
| Pinnacle Bancorp, Inc. | 26 | $6.89K | 0.00% | +26 | New |
| Bernard Wealth Management Corp. | 26 | $6.89K | 0.00% | +26 | New |
| UMA Financial Services, Inc. | 27 | $7.16K | 0.00% | +27 | New |
| Global Financial Private Client, LLC | 28 | $7.42K | 0.00% | +20+250.0% | Added |
| Prestige Wealth Management Group LLC | 28 | $7.42K | 0.00% | −59−67.8% | Reduced |
| Dogwood Wealth Management LLC | 29 | $7.68K | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 29 | $7.68K | 0.00% | +1+3.6% | Added |
| Harbor Investment Advisory, LLC | 30 | $7.95K | 0.00% | +4+15.4% | Added |
| ROSS\JOHNSON & Associates LLC | 32 | $8.48K | 0.15% | +32 | New |
| Bayforest Capital Ltd | 33 | $8.74K | 0.00% | −915−96.5% | Reduced |
| True Wealth Design, LLC | 34 | $9.01K | 0.00% | +10+41.7% | Added |
| Global Wealth Strategies & Associates | 35 | $9.27K | 0.00% | +35 | New |
| Cherry Tree Wealth Management, LLC | 35 | $9.31K | 0.00% | +20+133.3% | Added |
| Heritage Wealth Advisors | 39 | $10.4K | 0.00% | +39 | New |
| Signature Resources Capital Management, LLC | 40 | $10.6K | 0.01% | 00.0% | Unchanged |
| Quest Partners LLC | 41 | $10.9K | 0.00% | −14−25.5% | Reduced |
| Laurel Wealth Advisors LLC | 41 | $10.9K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 41 | $10.9K | 0.00% | +41 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 44 | $11.7K | 0.00% | −7−13.7% | Reduced |
| Barnes Dennig Private Wealth Management LLC | 45 | $11.9K | 0.02% | +45 | New |
| ORG Partners LLC | 43 | $12.2K | 0.00% | −57−57.0% | Reduced |
| Golden State Wealth Management, LLC | 46 | $12.2K | 0.00% | +43+1,433.3% | Added |
| Blue Bell Private Wealth Management, LLC | 53 | $14.0K | 0.00% | +53 | New |
| Washington Trust Advisors, Inc. | 54 | $14.4K | 0.00% | +29+116.0% | Added |
| HHM Wealth Advisors, LLC | 55 | $14.6K | 0.00% | +10+22.2% | Added |
| Ridgewood Investments LLC | 60 | $15.9K | 0.01% | 00.0% | Unchanged |
| Belvedere Trading LLC | 61 | $16.2K | 0.00% | +61 | New |
| Fuller & Thaler Asset Management, Inc. | 66 | $17.5K | 0.00% | −11−14.3% | Reduced |
| Hexagon Capital Partners LLC | 73 | $19.3K | 0.00% | −10−12.0% | Reduced |
| Sachetta, LLC | 76 | $20.1K | 0.01% | +18+31.0% | Added |
| Saudi Central Bank | 82 | $21.7K | 0.12% | +82 | New |
| 1248 Management, LLC | 87 | $23.1K | 0.01% | +87 | New |
| TFC Financial Management | 87 | $23.1K | 0.00% | +1+1.2% | Added |
| Cape Investment Advisory, Inc. | 96 | $25.4K | 0.01% | −19−16.5% | Reduced |
| Kiker Wealth Management, LLC | 96 | $25.4K | 0.02% | +96 | New |
| Smithfield Trust Co | 100 | $26.0K | 0.00% | 00.0% | Unchanged |
| Board of the Pension Protection Fund | 100 | $26.5K | 0.03% | −6,500−98.5% | Reduced |
| Atala Financial Inc | 100 | $26.5K | 0.02% | +100 | New |
| Alpine Bank Wealth Management | 103 | $27.3K | 0.00% | +103 | New |
| Fortitude Family Office, LLC | 104 | $27.6K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 108 | $28.6K | 0.00% | +108 | New |
| TSFG, LLC | 109 | $29.0K | 0.01% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 103 | $29.1K | 0.01% | +103 | New |
| JFS Wealth Advisors, LLC | 110 | $29.1K | 0.00% | +5+4.8% | Added |
| South State Corp. | 111 | $29.4K | 0.00% | +111 | New |
| MPWM Advisory Solutions, LLC | 112 | $29.7K | 0.02% | 00.0% | Unchanged |