| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Activest Wealth Management | 1 | $168 | 0.00% | −27−96.4% | Reduced |
| Duncker Streett & Co Inc | 1 | $168 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 1 | $168 | 0.00% | +1 | New |
| Carolinas Wealth Consulting LLC | 2 | $336 | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 2 | $336 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $336 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $336 | 0.00% | +2 | New |
| Kohmann Bosshard Financial Services, LLC | 3 | $503 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $503 | 0.00% | +3 | New |
| WealthTrak Capital Management LLC | 3 | $504 | 0.00% | +3 | New |
| NBC Securities, Inc. | 3 | $627 | 0.06% | −3,853−99.9% | Reduced |
| Blume Capital Management, Inc. | 4 | $671 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $671 | 0.00% | +4 | New |
| Bartlett & Co. Wealth Management LLC | 4 | $671 | 0.00% | +4 | New |
| Abound Wealth Management | 4 | $749 | 0.00% | +1+33.3% | Added |
| Bruce G. Allen Investments, LLC | 5 | $839 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 5 | $839 | 0.04% | +3+150.0% | Added |
| Global Financial Private Client, LLC | 5 | $839 | 0.00% | +5 | New |
| Winnow Wealth LLC | 6 | $853 | 0.00% | +6 | New |
| Valley National Advisers Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 6 | $1.00K | 0.00% | +6 | New |
| Riggs Asset Managment Co. Inc. | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 7 | $1.17K | 0.00% | −10−58.8% | Reduced |
| Sierra Ocean, LLC | 7 | $1.17K | 0.00% | +7 | New |
| Brown Brothers Harriman & Co | 8 | $1.34K | 0.00% | +8 | New |
| Caitong International Asset Management Co., Ltd | 8 | $1.34K | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 8 | $1.34K | 0.00% | +8 | New |
| HHM Wealth Advisors, LLC | 9 | $1.51K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.68K | 0.00% | −99,740−100.0% | Reduced |
| CGC Financial Services, LLC | 10 | $1.68K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 11 | $1.84K | 0.00% | −12−52.2% | Reduced |
| Winthrop Capital Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 12 | $2.01K | 0.00% | +12 | New |
| Foster Dykema Cabot & Partners, LLC | 13 | $2.18K | 0.00% | −46−78.0% | Reduced |
| Zions Bancorporation, N.A. | 14 | $2.35K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 15 | $2.52K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 15 | $2.52K | 0.00% | +15 | New |
| Montag A & Associates Inc | 16 | $2.67K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 16 | $2.68K | 0.00% | +16 | New |
| Rothschild Investment LLC | 17 | $2.85K | 0.00% | +2+13.3% | Added |
| Cassady Schiller Wealth Management, LLC | 17 | $2.85K | 0.00% | +17 | New |
| Capital Advisors, Ltd. LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $3.02K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 19 | $3.19K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $3.19K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 24 | $4.03K | 0.00% | +24 | New |
| Cornerstone Planning Group LLC | 23 | $4.20K | 0.00% | +3+15.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27 | $4.53K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 27 | $5.00K | 0.00% | +24+800.0% | Added |
| WR Wealth Planners, LLC | 30 | $5.03K | 0.00% | −4−11.8% | Reduced |
| Red Tortoise LLC | 30 | $5.03K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $5.03K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 32 | $5.45K | 0.00% | +12+60.0% | Added |
| Highline Wealth Partners LLC | 33 | $5.54K | 0.00% | −15−31.3% | Reduced |
| Raleigh Capital Management Inc. | 35 | $5.87K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 35 | $5.87K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 35 | $5.87K | 0.00% | +35 | New |
| Avion Wealth | 41 | $6.00K | 0.00% | +1+2.5% | Added |
| Cullen/Frost Bankers, Inc. | 36 | $6.04K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 37 | $6.21K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 41 | $6.88K | 0.00% | −8−16.3% | Reduced |
| DT Investment Partners, LLC | 41 | $6.88K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 42 | $7.05K | 0.00% | −10−19.2% | Reduced |
| Johnson Financial Group, Inc. | 38 | $7.18K | 0.00% | −83−68.6% | Reduced |
| TFC Financial Management | 45 | $7.55K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 50 | $8.37K | 0.00% | −1−2.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 50 | $8.39K | 0.00% | +50 | New |
| Anchor Investment Management, LLC | 50 | $8.39K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 54 | $9.16K | 0.00% | +54 | New |
| Trust Co of Vermont | 57 | $9.56K | 0.00% | +22+62.9% | Added |
| Fortitude Family Office, LLC | 59 | $9.90K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 59 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 60 | $10.1K | 0.00% | 00.0% | Unchanged |
| Aspetuck Financial Management LLC | 60 | $10.1K | 0.01% | +60 | New |
| JFS Wealth Advisors, LLC | 69 | $11.6K | 0.00% | +3+4.5% | Added |
| Wiser Advisor Group LLC | 70 | $11.7K | 0.02% | 00.0% | Unchanged |
| Sachetta, LLC | 74 | $12.4K | 0.00% | +1+1.4% | Added |
| MV Capital Management, Inc. | 76 | $12.7K | 0.00% | +3+4.1% | Added |
| WPG Advisers, LLC | 76 | $12.7K | 0.01% | +76 | New |
| New Wave Wealth Advisors LLC | 78 | $13.1K | 0.01% | +78 | New |
| Park Place Capital Corp | 81 | $13.6K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 83 | $13.9K | 0.01% | +83 | New |
| Bogart Wealth, LLC | 85 | $14.3K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 95 | $15.9K | 0.00% | −64−40.3% | Reduced |
| Rakuten Securities, Inc. | 96 | $16.1K | 0.01% | −77−44.5% | Reduced |
| Bokf, NA | 95 | $16.2K | 0.00% | −95−50.0% | Reduced |
| Fourth Dimension Wealth, LLC | 100 | $16.8K | 0.01% | +100 | New |
| TSFG, LLC | 100 | $17.0K | 0.00% | +100 | New |
| Whittier Trust Co of Nevada Inc | 121 | $20.3K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 120 | $20.4K | 0.31% | −3,900−97.0% | Reduced |
| Harbour Investments, Inc. | 126 | $21.1K | 0.00% | +8+6.8% | Added |
| Colonial Trust Co | 132 | $22.1K | 0.00% | +104+371.4% | Added |
| Private Wealth Management Group, LLC | 144 | $24.2K | 0.01% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 150 | $25.0K | 0.01% | −1,624−91.5% | Reduced |
| Central Trust Co | 150 | $25.2K | 0.00% | −1−0.7% | Reduced |
| Mather Group, LLC. | 162 | $27.2K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 166 | $27.9K | 0.01% | +29+21.2% | Added |
| Pittenger & Anderson Inc | 175 | $29.4K | 0.00% | +175 | New |
| Vista Private Wealth Partners. LLC | 179 | $30.0K | 0.01% | +179 | New |