| Quest 10 Wealth Builders, Inc. | 1 | $338 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 1 | $348 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $349 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 1 | $349 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $349 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 1 | $349 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1 | $349 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 1 | $349 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 1 | $349 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $349 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $644 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 2 | $697 | 0.00% | −2−50.0% | Reduced |
| Carolinas Wealth Consulting LLC | 2 | $697 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $697 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $697 | 0.00% | +1+100.0% | Added |
| Highline Wealth Partners LLC | 2 | $697 | 0.00% | +2 | New |
| Binnacle Investments Inc | 2 | $697 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 2 | $698 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $698 | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $698 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $704 | 0.00% | +1+50.0% | Added |
| Cullen/Frost Bankers, Inc. | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $1.05K | 0.00% | +3 | New |
| Bare Financial Services, Inc | 3 | $1.05K | 0.00% | +3 | New |
| Clark Wealth Partners | 3 | $1.05K | 0.00% | +3 | New |
| HHM Wealth Advisors, LLC | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 3 | $1.05K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 4 | $1.40K | 0.00% | +1+33.3% | Added |
| NVWM, LLC | 4 | $1.40K | 0.00% | +1+33.3% | Added |
| Activest Wealth Management | 4 | $1.40K | 0.00% | +3+300.0% | Added |
| Private Wealth Asset Management, LLC | 4 | $1.40K | 0.00% | +4 | New |
| Whittier Trust Co | 5 | $1.74K | 0.00% | +5 | New |
| Lagoda Investment Management, L.P. | 5 | $1.74K | 0.00% | −905−99.5% | Reduced |
| WPG Advisers, LLC | 5 | $1.74K | 0.00% | +2+66.7% | Added |
| CoreCap Advisors, LLC | 5 | $1.74K | 0.00% | +3+150.0% | Added |
| Hughes Financial Services, LLC | 5 | $1.76K | 0.00% | +5 | New |
| Raleigh Capital Management Inc. | 6 | $2.09K | 0.00% | −44−88.0% | Reduced |
| Kestra Investment Management, LLC | 6 | $2.09K | 0.00% | −835−99.3% | Reduced |
| AdvisorNet Financial, Inc | 7 | $2.44K | 0.00% | +1+16.7% | Added |
| HM Payson & Co | 8 | $2.79K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 8 | $2.79K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 8 | $2.79K | 0.00% | +8 | New |
| Harbour Investments, Inc. | 9 | $3.14K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 9 | $3.17K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $3.49K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 10 | $3.49K | 0.00% | +10 | New |
| Federated Hermes, Inc. | 11 | $3.84K | 0.00% | −239−95.6% | Reduced |
| LGT Financial Advisors LLC | 11 | $3.84K | 0.01% | −64−85.3% | Reduced |
| Harbor Investment Advisory, LLC | 11 | $3.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $3.84K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 12 | $4.18K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 13 | $4.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $4.53K | 0.00% | −3−18.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $4.53K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 14 | $4.88K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $4.88K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 15 | $5.23K | 0.00% | +9+150.0% | Added |
| Valley National Advisers Inc | 18 | $6.00K | 0.00% | +2+12.5% | Added |
| Dunhill Financial, LLC | 19 | $6.55K | 0.00% | −1−5.0% | Reduced |
| Beacon Capital Management, LLC | 20 | $6.97K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 20 | $6.97K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 20 | $6.97K | 0.00% | +20 | New |
| Capital Advisors, Ltd. LLC | 20 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 21 | $7.32K | 0.01% | −1−4.5% | Reduced |
| Washington Trust Advisors, Inc. | 21 | $7.34K | 0.00% | +2+10.5% | Added |
| Fortitude Family Office, LLC | 25 | $8.72K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 25 | $8.72K | 0.00% | +13+108.3% | Added |
| Nemes Rush Group LLC | 26 | $9.07K | 0.00% | −25−49.0% | Reduced |
| Private Wealth Management Group, LLC | 26 | $9.07K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 26 | $9.07K | 0.05% | +26 | New |
| Whipplewood Advisors, LLC | 187 | $9.41K | 0.01% | +162+648.0% | Added |
| Consultiva Wealth Management, Corp. | 27 | $9.41K | 0.03% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 29 | $10.0K | 0.00% | +29 | New |
| Cornerstone Planning Group LLC | 41 | $12.9K | 0.00% | +35+583.3% | Added |
| Birchbrook, Inc. | 37 | $12.9K | 0.01% | −30−44.8% | Reduced |
| Chilton Capital Management LLC | 41 | $14.3K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 42 | $14.6K | 0.01% | −10−19.2% | Reduced |
| True Wealth Design, LLC | 42 | $14.6K | 0.01% | +12+40.0% | Added |
| BOK Financial Private Wealth, Inc. | 42 | $14.6K | 0.00% | +41+4,100.0% | Added |
| NewSquare Capital LLC | 44 | $15.3K | 0.00% | +42+2,100.0% | Added |
| Colonial Trust Co | 46 | $16.0K | 0.00% | −51−52.6% | Reduced |
| Hexagon Capital Partners LLC | 46 | $16.0K | 0.00% | −3−6.1% | Reduced |
| Anfield Capital Management, LLC | 46 | $16.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $16.0K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 50 | $17.4K | 0.00% | +50 | New |
| Rothschild Investment LLC | 52 | $18.1K | 0.00% | +1+2.0% | Added |
| Farmers & Merchants Investments Inc | 53 | $18.5K | 0.00% | −1−1.9% | Reduced |
| Bogart Wealth, LLC | 56 | $19.5K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 56 | $19.5K | 0.00% | +7+14.3% | Added |
| CVA Family Office, LLC | 60 | $20.9K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 64 | $22.3K | 0.00% | +36+128.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 65 | $22.7K | 0.01% | +65 | New |
| Pinnacle Bancorp, Inc. | 67 | $23.4K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 69 | $24.1K | 0.00% | +36+109.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 70 | $24.4K | 0.01% | +70 | New |
| Headlands Technologies LLC | 72 | $25.1K | 0.00% | −2,142−96.7% | Reduced |
| Atticus Wealth Management, LLC | 76 | $26.5K | 0.01% | 00.0% | Unchanged |