| Roble, Belko & Company, Inc | 6 | $0 | 0.00% | +6 | New |
| Sandy Spring Bank | 0 | $22 | 0.00% | 0 | Unchanged |
| Parallax Volatility Advisers, L.P. | 1 | $74 | 0.00% | −5,325−100.0% | Reduced |
| Cape Investment Advisory, Inc. | 1 | $74 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $75 | 0.00% | +1 | New |
| Crewe Advisors LLC | 3 | $221 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4 | $276 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | 4 | $294 | 0.00% | +3+300.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $298 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 4 | $301 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 5 | $368 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $369 | 0.00% | +5 | New |
| Winnow Wealth LLC | 6 | $386 | 0.00% | +2+50.0% | Added |
| Parkworth Wealth Management, Inc. | 6 | $442 | 0.00% | −1−14.3% | Reduced |
| Capital A Wealth Management, LLC | 6 | $442 | 0.00% | +3+100.0% | Added |
| TFC Financial Management | 8 | $589 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 8 | $589 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 10 | $635 | 0.00% | +5+100.0% | Added |
| Brown, Lisle/Cummings, Inc. | 9 | $662 | 0.00% | +9 | New |
| Bridge Generations Wealth Management LLC | 9 | $663 | 0.00% | +9 | New |
| ORG Partners LLC | 9 | $669 | 0.00% | −91−91.0% | Reduced |
| Clark Wealth Partners | 10 | $736 | 0.00% | −8,008−99.9% | Reduced |
| Caitong International Asset Management Co., Ltd | 10 | $736 | 0.00% | −208−95.4% | Reduced |
| Binnacle Investments Inc | 11 | $810 | 0.00% | +11 | New |
| Principia Wealth Advisory, LLC | 13 | $827 | 0.00% | +9+225.0% | Added |
| Trifecta Capital Advisors, LLC | 12 | $884 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $957 | 0.00% | +13 | New |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 15 | $1.10K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 16 | $1.18K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 17 | $1.25K | 0.00% | +17 | New |
| Eldridge Investment Advisors, Inc. | 17 | $1.25K | 0.00% | +17 | New |
| WealthTrak Capital Management LLC | 18 | $1.32K | 0.00% | −40−69.0% | Reduced |
| NFJ Investment Group, LLC | 19 | $1.40K | 0.00% | −209,490−100.0% | Reduced |
| New Millennium Group LLC | 19 | $1.40K | 0.00% | −65−77.4% | Reduced |
| Truvestments Capital LLC | 20 | $1.47K | 0.00% | −125−86.2% | Reduced |
| West Paces Advisors Inc. | 20 | $1.47K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 21 | $1.55K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 22 | $1.62K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 22 | $1.62K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 22 | $1.62K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 23 | $1.69K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 25 | $1.84K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 27 | $1.99K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 27 | $1.99K | 0.00% | +27 | New |
| Hantz Financial Services, Inc. | 29 | $2.00K | 0.00% | +29 | New |
| Key Financial Inc | 29 | $2.13K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 29 | $2.16K | 0.00% | +6+26.1% | Added |
| Harbor Investment Advisory, LLC | 30 | $2.21K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 30 | $2.21K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $2.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $2.43K | 0.00% | −3−8.3% | Reduced |
| Hoey Investments, Inc | 34 | $2.50K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 32 | $2.75K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 38 | $2.80K | 0.00% | −13−25.5% | Reduced |
| Valued Wealth Advisors LLC | 39 | $2.91K | 0.00% | −2−4.9% | Reduced |
| Park Square Financial Group, LLC | 40 | $2.94K | 0.00% | −10−20.0% | Reduced |
| WealthCollab, LLC | 40 | $2.94K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 50 | $3.00K | 0.00% | +50 | New |
| Carolinas Wealth Consulting LLC | 44 | $3.24K | 0.00% | +6+15.8% | Added |
| Gables Capital Management Inc. | 47 | $3.46K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 49 | $3.63K | 0.00% | −5−9.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 50 | $3.68K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 50 | $3.68K | 0.00% | +50 | New |
| Bruce G. Allen Investments, LLC | 53 | $3.90K | 0.00% | −9−14.5% | Reduced |
| Capital Analysts, LLC | 50 | $4.00K | 0.00% | +50 | New |
| New England Capital Financial Advisors LLC | 59 | $4.37K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 60 | $4.42K | 0.00% | +31+106.9% | Added |
| Sierra Ocean, LLC | 61 | $4.54K | 0.00% | −13−17.6% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 64 | $4.71K | 0.00% | +64 | New |
| Investment Research & Advisory Group, Inc. | 65 | $4.79K | 0.00% | +65 | New |
| Private Wealth Management Group, LLC | 72 | $5.30K | 0.00% | −12−14.3% | Reduced |
| True Wealth Design, LLC | 73 | $5.37K | 0.00% | −476−86.7% | Reduced |
| Abound Wealth Management | 73 | $5.37K | 0.00% | −12−14.1% | Reduced |
| UMA Financial Services, Inc. | 75 | $5.52K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 76 | $5.59K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 77 | $5.67K | 0.01% | +77 | New |
| Saudi Central Bank | 80 | $5.89K | 0.03% | +80 | New |
| LRI Investments, LLC | 82 | $6.03K | 0.00% | −447−84.5% | Reduced |
| WPG Advisers, LLC | 94 | $6.92K | 0.01% | +61+184.8% | Added |
| Ogorek Anthony Joseph | 100 | $7.00K | 0.00% | +100 | New |
| Legacy Wealth Managment, LLC | 97 | $7.14K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $7.36K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $7.37K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 102 | $7.51K | 0.00% | +102 | New |
| Quarry LP | 106 | $7.80K | 0.00% | +106 | New |
| Cetera Trust Company, N.A | 107 | $7.88K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 106 | $7.90K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 109 | $8.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 111 | $8.17K | 0.00% | +111 | New |
| Financial Management Professionals, Inc. | 113 | $8.33K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 118 | $8.69K | 0.00% | +118 | New |
| GW&K Investment Management, LLC | 117 | $9.00K | 0.00% | −10−7.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 123 | $9.08K | 0.00% | −1−0.8% | Reduced |
| Quest 10 Wealth Builders, Inc. | 132 | $9.71K | 0.01% | −4−2.9% | Reduced |
| Private Wealth Asset Management, LLC | 132 | $9.72K | 0.00% | +132 | New |
| Medallion Wealth Advisors, LLC | 143 | $10.5K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 147 | $10.8K | 0.00% | −500−77.3% | Reduced |
| Whipplewood Advisors, LLC | 16 | $11.0K | 0.01% | −133−89.3% | Reduced |