| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| Kozak & Associates, Inc. | 0 | $22 | 0.00% | −237−100.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $104 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $104 | 0.00% | +2 | New |
| Hexagon Capital Partners LLC | 3 | $156 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 3 | $157 | 0.00% | +2+200.0% | Added |
| Legacy Bridge, LLC | 3 | $170 | 0.00% | +3 | New |
| Quest 10 Wealth Builders, Inc. | 3 | $179 | 0.00% | +3 | New |
| Harbor Investment Advisory, LLC | 4 | $208 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 5 | $260 | 0.00% | −353−98.6% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $260 | 0.00% | −12−70.6% | Reduced |
| First Community Trust NA | 5 | $260 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $261 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 6 | $312 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $416 | 0.00% | +8 | New |
| LGT Financial Advisors LLC | 8 | $418 | 0.00% | +8 | New |
| Cary Street Partners Financial LLC | 10 | $521 | 0.00% | +10 | New |
| NVWM, LLC | 10 | $521 | 0.00% | +10 | New |
| Crowley Wealth Management, Inc. | 11 | $573 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $677 | 0.00% | +13 | New |
| Clark Wealth Partners | 15 | $781 | 0.00% | +2+15.4% | Added |
| WealthTrak Capital Management LLC | 15 | $782 | 0.00% | +15 | New |
| Principia Wealth Advisory, LLC | 17 | $794 | 0.00% | +14+466.7% | Added |
| Cornerstone Planning Group LLC | 17 | $825 | 0.00% | +17 | New |
| Private Wealth Asset Management, LLC | 18 | $937 | 0.00% | +18 | New |
| Trifecta Capital Advisors, LLC | 18 | $938 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27 | $1.00K | 0.00% | −755−96.5% | Reduced |
| Ogorek Anthony Joseph | 36 | $1.00K | 0.00% | +36 | New |
| Core Alternative Capital | 21 | $1.09K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 21 | $1.09K | 0.00% | +11+110.0% | Added |
| Albion Financial Group | 22 | $1.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $1.25K | 0.00% | −6−20.0% | Reduced |
| S&T Bank | 24 | $1.25K | 0.00% | +24 | New |
| Murphy & Mullick Capital Management Corp | 25 | $1.30K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 25 | $1.31K | 0.00% | −2−7.4% | Reduced |
| Dogwood Wealth Management LLC | 26 | $1.35K | 0.00% | −10,489−99.8% | Reduced |
| AdvisorNet Financial, Inc | 26 | $1.35K | 0.00% | −92−78.0% | Reduced |
| Financial Management Professionals, Inc. | 27 | $1.41K | 0.00% | −10−27.0% | Reduced |
| Kiker Wealth Management, LLC | 27 | $1.41K | 0.00% | +27 | New |
| New Millennium Group LLC | 28 | $1.46K | 0.00% | +28 | New |
| WPG Advisers, LLC | 29 | $1.51K | 0.00% | +24+480.0% | Added |
| LRI Investments, LLC | 29 | $1.51K | 0.00% | +29 | New |
| BOK Financial Private Wealth, Inc. | 30 | $1.56K | 0.00% | −11−26.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 30 | $1.56K | 0.00% | −7−18.9% | Reduced |
| Capital A Wealth Management, LLC | 30 | $1.58K | 0.00% | +30 | New |
| Bangor Savings Bank | 33 | $1.72K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 39 | $2.03K | 0.00% | +39 | New |
| Atticus Wealth Management, LLC | 41 | $2.13K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 43 | $2.24K | 0.00% | −704−94.2% | Reduced |
| First Command Advisory Services, Inc. | 44 | $2.29K | 0.00% | +44 | New |
| Red Tortoise LLC | 47 | $2.45K | 0.00% | 00.0% | Unchanged |
| Studio Investment Management LLC | 52 | $2.71K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 52 | $2.72K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 57 | $2.97K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 64 | $3.33K | 0.00% | +64 | New |
| Robinswood Financial LLC | 70 | $3.64K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 74 | $3.85K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 75 | $3.90K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 77 | $3.99K | 0.00% | −5−6.1% | Reduced |
| Pin Oak Investment Advisors Inc | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 78 | $4.06K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 80 | $4.17K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 82 | $4.27K | 0.00% | −76−48.1% | Reduced |
| Millstone Evans Group, LLC | 82 | $4.27K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 88 | $4.58K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 89 | $4.63K | 0.00% | +44+97.8% | Added |
| UMA Financial Services, Inc. | 90 | $4.69K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 813 | $4.89K | 0.00% | +719+764.9% | Added |
| Tortoise Investment Management, LLC | 98 | $5.10K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 100 | $5.24K | 0.00% | +100 | New |
| Sachetta, LLC | 102 | $5.31K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 105 | $5.45K | 0.00% | +1+1.0% | Added |
| Saudi Central Bank | 117 | $6.09K | 0.03% | +117 | New |
| Grove Bank & Trust | 124 | $6.46K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 133 | $6.93K | 0.00% | −16−10.7% | Reduced |
| HighMark Wealth Management LLC | 134 | $6.98K | 0.00% | +51+61.4% | Added |
| Hazlett, Burt & Watson, Inc. | 140 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 139 | $7.24K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 140 | $7.29K | 0.00% | +140 | New |
| JFS Wealth Advisors, LLC | 149 | $7.76K | 0.00% | −11−6.9% | Reduced |
| South State Corp. | 149 | $7.77K | 0.00% | +149 | New |
| Webster Bank, N. A. | 152 | $7.92K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 152 | $7.92K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 160 | $8.33K | 0.00% | 00.0% | Unchanged |
| Allianz SE | 161 | $8.38K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 170 | $8.85K | 0.00% | +56+49.1% | Added |
| West Paces Advisors Inc. | 176 | $9.16K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 188 | $10.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 189 | $10.0K | 0.00% | +20+11.8% | Added |
| Hemington Wealth Management | 202 | $10.0K | 0.00% | +26+14.8% | Added |
| JNBA Financial Advisors | 193 | $10.1K | 0.00% | +193 | New |
| CVA Family Office, LLC | 196 | $10.2K | 0.00% | +43+28.1% | Added |
| SBI Securities Co., Ltd. | 207 | $10.8K | 0.00% | +86+71.1% | Added |
| Farmers & Merchants Investments Inc | 210 | $10.9K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 211 | $11.0K | 0.00% | −144−40.6% | Reduced |
| Rise Advisors, LLC | 217 | $11.3K | 0.00% | −13−5.7% | Reduced |
| Bell Investment Advisors, Inc | 229 | $11.9K | 0.00% | +50+27.9% | Added |