| Smallwood Wealth Investment Management, LLC | 0 | $36 | 0.00% | 0 | Unchanged |
| American Capital Advisory, LLC | 2 | $109 | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 3 | $163 | 0.00% | −100−97.1% | Reduced |
| TopTier Wealth Management, LLC | 5 | $271 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 6 | $326 | 0.00% | −9−60.0% | Reduced |
| National Bank of Canada | 6 | $326 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $326 | 0.00% | +6 | New |
| Curio Wealth, LLC | 6 | $326 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 6 | $352 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $380 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $380 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 9 | $488 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 10 | $542 | 0.00% | +10 | New |
| Bogart Wealth, LLC | 10 | $543 | 0.00% | +10 | New |
| North Star Investment Management Corp. | 15 | $814 | 0.00% | +15 | New |
| Vermillion Wealth Management, Inc. | 17 | $922 | 0.00% | +17 | New |
| Cassaday & Co Wealth Management LLC | 17 | $923 | 0.00% | +17 | New |
| Ares Financial Consulting, LLC | 18 | $982 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 19 | $1.03K | 0.00% | +19 | New |
| Elevated Capital Advisors, LLC | 20 | $1.08K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $1.08K | 0.00% | +7+53.8% | Added |
| Meramec Financial Planners, LLC | 20 | $1.11K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $1.13K | 0.00% | +3+17.6% | Added |
| Networth Advisors, LLC | 21 | $1.14K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 21 | $1.14K | 0.00% | +2+10.5% | Added |
| ZRC Wealth Management, LLC | 21 | $1.14K | 0.00% | +21 | New |
| Whipplewood Advisors, LLC | 22 | $1.19K | 0.00% | +22 | New |
| Grove Bank & Trust | 23 | $1.25K | 0.00% | +10+76.9% | Added |
| South State Corp. | 24 | $1.30K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 25 | $1.36K | 0.00% | −2,260−98.9% | Reduced |
| Marshall Investment Management, LLC | 25 | $1.36K | 0.00% | +25 | New |
| TD Capital Management LLC | 26 | $1.42K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 29 | $1.58K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 29 | $1.58K | 0.00% | +29 | New |
| Torren Management, LLC | 30 | $1.65K | 0.00% | −1,034−97.2% | Reduced |
| Nemes Rush Group LLC | 32 | $1.74K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 32 | $1.74K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 33 | $1.79K | 0.00% | +33 | New |
| Bayforest Capital Ltd | 34 | $1.84K | 0.00% | −630−94.9% | Reduced |
| Marquette Asset Management, LLC | 34 | $1.84K | 0.00% | +34 | New |
| Bravera Wealth | 36 | $1.95K | 0.00% | −64−64.0% | Reduced |
| MPWM Advisory Solutions, LLC | 36 | $1.95K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 40 | $2.17K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 42 | $2.28K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 41 | $2.29K | 0.00% | +21+105.0% | Added |
| Gilpin Wealth Management, LLC | 45 | $2.44K | 0.00% | −13−22.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 47 | $2.55K | 0.00% | +24+104.3% | Added |
| Rialto Wealth Management, LLC | 49 | $2.66K | 0.00% | +29+145.0% | Added |
| IFM Investors Pty Ltd | 49 | $2.66K | 0.00% | +49 | New |
| Key Financial Inc | 50 | $2.71K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 50 | $2.71K | 0.00% | +50 | New |
| DiNuzzo Private Wealth, Inc. | 52 | $2.82K | 0.00% | +6+13.0% | Added |
| UMA Financial Services, Inc. | 55 | $2.98K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 57 | $3.13K | 0.00% | +44+338.5% | Added |
| Millstone Evans Group, LLC | 59 | $3.20K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 60 | $3.26K | 0.00% | +47+361.5% | Added |
| Avion Wealth | 75 | $4.00K | 0.00% | +10+15.4% | Added |
| Transamerica Financial Advisors, Inc. | 76 | $4.12K | 0.00% | −33−30.3% | Reduced |
| Manchester Capital Management LLC | 77 | $4.18K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 81 | $4.39K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 81 | $4.40K | 0.00% | +5+6.6% | Added |
| CoreCap Advisors, LLC | 83 | $4.50K | 0.00% | −14−14.4% | Reduced |
| MTM Investment Management, LLC | 88 | $4.78K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 92 | $4.88K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 91 | $4.94K | 0.00% | +47+106.8% | Added |
| TSFG, LLC | 96 | $5.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 93 | $5.08K | 0.00% | +17+22.4% | Added |
| SBI Securities Co., Ltd. | 98 | $5.32K | 0.00% | −9−8.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 102 | $5.54K | 0.00% | −136−57.1% | Reduced |
| SHP Wealth Management | 109 | $5.93K | 0.00% | +9+9.0% | Added |
| Financially Speaking Inc | 120 | $6.51K | 0.03% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 146 | $7.92K | 0.00% | +12+9.0% | Added |
| Ogorek Anthony Joseph | 153 | $8.00K | 0.00% | −64−29.5% | Reduced |
| Bell Investment Advisors, Inc | 156 | $8.46K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 158 | $8.57K | 0.00% | +36+29.5% | Added |
| High Note Wealth, LLC | 163 | $8.84K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 163 | $8.84K | 0.01% | +163 | New |
| Highline Wealth Partners LLC | 164 | $8.90K | 0.00% | +151+1,161.5% | Added |
| Manning & Napier Advisors LLC | 173 | $9.09K | 0.00% | +75+76.5% | Added |
| Geneos Wealth Management Inc. | 168 | $9.10K | 0.00% | −21−11.1% | Reduced |
| Wolff Wiese Magana LLC | 168 | $9.12K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 172 | $9.33K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 177 | $9.60K | 0.00% | +163+1,164.3% | Added |
| Quest 10 Wealth Builders, Inc. | 179 | $9.71K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 184 | $9.98K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 185 | $10.0K | 0.00% | −30−14.0% | Reduced |
| Itau Unibanco Holding S.A. | 194 | $10.5K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 194 | $10.5K | 0.01% | +194 | New |
| Innovative Asset Advisors Group, LLC | 194 | $10.5K | 0.01% | +194 | New |
| Activest Wealth Management | 199 | $10.8K | 0.00% | +108+118.7% | Added |
| Bryn Mawr Trust Co | 200 | $10.9K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 203 | $11.0K | 0.00% | +203 | New |
| Fortitude Family Office, LLC | 215 | $11.7K | 0.00% | +136+172.2% | Added |
| Bernard Wealth Management Corp. | 215 | $11.7K | 0.00% | +215 | New |
| Rogco, LP | 221 | $12.0K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 229 | $12.4K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 231 | $12.6K | 0.00% | +1+0.4% | Added |
| Horizon Financial Services, LLC | 234 | $12.7K | 0.01% | +87+59.2% | Added |
| LRI Investments, LLC | 239 | $13.0K | 0.00% | +205+602.9% | Added |
| Peregrine Capital Management LLC | 255 | $13.8K | 0.00% | 00.0% | Unchanged |