| Hallmark Capital Management Inc | 0 | $12 | 0.00% | 0 | New |
| Northwest Capital Management Inc | 0 | $31 | 0.00% | 0 | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $121 | 0.00% | −7−87.5% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 1 | $128 | 0.00% | +1 | New |
| City State Bank | 2 | $254 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 2 | $254 | 0.00% | +2 | New |
| Flaharty Asset Management, LLC | 3 | $381 | 0.00% | +3 | New |
| Parallax Volatility Advisers, L.P. | 4 | $509 | 0.00% | −124,971−100.0% | Reduced |
| American Capital Advisory, LLC | 4 | $509 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $509 | 0.00% | +4 | New |
| Bear Mountain Capital, Inc. | 5 | $628 | 0.00% | +5 | New |
| Tortoise Investment Management, LLC | 5 | $636 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $763 | 0.00% | +4+200.0% | Added |
| Horizon Financial Services, LLC | 6 | $763 | 0.00% | +6 | New |
| Nova Wealth Management, Inc. | 6 | $763 | 0.00% | +6 | New |
| Bogart Wealth, LLC | 7 | $890 | 0.00% | +7 | New |
| Raleigh Capital Management Inc. | 8 | $1.02K | 0.00% | −185−95.9% | Reduced |
| Bare Financial Services, Inc | 8 | $1.02K | 0.00% | +8 | New |
| Longfellow Investment Management Co LLC | 9 | $1.14K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $1.14K | 0.00% | +9 | New |
| Byrne Asset Management LLC | 10 | $1.27K | 0.00% | −80−88.9% | Reduced |
| Parkworth Wealth Management, Inc. | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $1.27K | 0.00% | +5+100.0% | Added |
| Legacy Wealth Managment, LLC | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 11 | $1.40K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 11 | $1.42K | 0.08% | −7−38.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 12 | $1.53K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 13 | $1.65K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $1.65K | 0.00% | +13 | New |
| Marshall & Sterling Wealth Advisors Inc. | 13 | $1.66K | 0.00% | +13 | New |
| First Pacific Financial | 14 | $1.78K | 0.00% | −373−96.4% | Reduced |
| WPG Advisers, LLC | 14 | $1.78K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 15 | $1.91K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 15 | $1.91K | 0.00% | +15 | New |
| Valley National Advisers Inc | 18 | $2.00K | 0.00% | −6−25.0% | Reduced |
| Hantz Financial Services, Inc. | 19 | $2.00K | 0.00% | +19 | New |
| Activest Wealth Management | 20 | $2.54K | 0.00% | +20 | New |
| Robinswood Financial LLC | 20 | $2.56K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 21 | $2.67K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 21 | $2.67K | 0.00% | +21 | New |
| Transce3nd, LLC | 22 | $2.80K | 0.00% | −3−12.0% | Reduced |
| Carolinas Wealth Consulting LLC | 22 | $2.80K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 22 | $2.80K | 0.00% | +12+120.0% | Added |
| St Germain D J Co Inc | 22 | $2.80K | 0.00% | +22 | New |
| Cherry Tree Wealth Management, LLC | 22 | $2.80K | 0.00% | +22 | New |
| Avion Wealth | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 24 | $3.06K | 0.00% | +24 | New |
| True Wealth Design, LLC | 26 | $3.26K | 0.00% | +5+23.8% | Added |
| Colonial Trust Advisors | 26 | $3.31K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $3.31K | 0.00% | +15+136.4% | Added |
| Sachetta, LLC | 26 | $3.31K | 0.00% | +9+52.9% | Added |
| TFC Financial Management | 28 | $3.57K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 30 | $3.81K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 30 | $3.81K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 89 | $4.20K | 0.00% | +58+187.1% | Added |
| Financial Management Professionals, Inc. | 33 | $4.20K | 0.00% | +24+266.7% | Added |
| Aspect Partners, LLC | 34 | $4.32K | 0.00% | −1−2.9% | Reduced |
| Trifecta Capital Advisors, LLC | 35 | $4.45K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 36 | $4.61K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 38 | $4.83K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 39 | $4.96K | 0.00% | −161−80.5% | Reduced |
| Sound Income Strategies, LLC | 40 | $5.13K | 0.00% | −32−44.4% | Reduced |
| S&T Bank | 43 | $5.47K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 46 | $5.87K | 0.00% | −3−6.1% | Reduced |
| Key Financial Inc | 47 | $5.97K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 47 | $5.97K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 47 | $5.97K | 0.00% | +7+17.5% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $5.98K | 0.00% | +42+840.0% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 49 | $6.25K | 0.01% | −6−10.9% | Reduced |
| Ameriflex Group, Inc. | 50 | $6.36K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $6.36K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 50 | $6.36K | 0.01% | +50 | New |
| Crewe Advisors LLC | 51 | $6.48K | 0.00% | −35−40.7% | Reduced |
| Raffa Wealth Management, LLC | 53 | $6.74K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 59 | $7.00K | 0.00% | +59 | New |
| First Financial Corp | 57 | $7.25K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 57 | $7.25K | 0.00% | +57 | New |
| Park Square Financial Group, LLC | 61 | $7.75K | 0.01% | −15−19.7% | Reduced |
| Stonebridge Financial Group, LLC | 62 | $7.88K | 0.00% | +2+3.3% | Added |
| SJS Investment Consulting Inc. | 67 | $8.52K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 71 | $9.05K | 0.00% | −5−6.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 72 | $9.15K | 0.00% | −5−6.5% | Reduced |
| Manchester Capital Management LLC | 73 | $9.28K | 0.00% | −738−91.0% | Reduced |
| Asset Dedication, LLC | 78 | $9.92K | 0.00% | +43+122.9% | Added |
| PFG Private Wealth Management, LLC | 82 | $10.4K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 82 | $10.4K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 84 | $10.7K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 87 | $11.1K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 88 | $11.2K | 0.00% | +88 | New |
| Aventura Private Wealth, LLC | 89 | $11.3K | 0.01% | +82+1,171.4% | Added |
| Bokf, NA | 90 | $11.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 97 | $12.3K | 0.00% | +97 | New |
| Promus Capital, LLC | 98 | $12.5K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 102 | $13.0K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 106 | $13.5K | 0.01% | −7−6.2% | Reduced |
| Washington Trust Co | 106 | $13.5K | 0.00% | +1+1.0% | Added |
| Eastern Bank | 112 | $14.2K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 114 | $14.4K | 0.00% | −1,238−91.6% | Reduced |
| Saudi Central Bank | 114 | $14.5K | 0.08% | +114 | New |