| Kiker Wealth Management, LLC | 1 | $54 | 0.00% | +1 | New |
| West Branch Capital LLC | 2 | $131 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 3 | $148 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 3 | $257 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $260 | 0.00% | −2−33.3% | Reduced |
| First Command Advisory Services, Inc. | 5 | $325 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $326 | 0.00% | −10−66.7% | Reduced |
| American Capital Advisory, LLC | 5 | $326 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 7 | $456 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $520 | 0.00% | +8 | New |
| Bogart Wealth, LLC | 8 | $521 | 0.00% | −71−89.9% | Reduced |
| Horizon Investments, LLC | 8 | $521 | 0.00% | +2+33.3% | Added |
| Rialto Wealth Management, LLC | 8 | $521 | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 9 | $550 | 0.00% | +1+12.5% | Added |
| MV Capital Management, Inc. | 9 | $586 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 9 | $586 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 9 | $586 | 0.00% | +4+80.0% | Added |
| Sound Income Strategies, LLC | 10 | $655 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 11 | $716 | 0.00% | −93−89.4% | Reduced |
| 1620 Investment Advisors, Inc. | 12 | $777 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 12 | $781 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 12 | $781 | 0.00% | +10+500.0% | Added |
| Avion Wealth | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $1.04K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $1.04K | 0.00% | +16 | New |
| Abound Wealth Management | 17 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $1.17K | 0.00% | +18 | New |
| Crewe Advisors LLC | 18 | $1.17K | 0.00% | +18 | New |
| Glen Eagle Advisors, LLC | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 20 | $1.30K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 22 | $1.43K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 24 | $1.56K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 26 | $1.69K | 0.00% | +11+73.3% | Added |
| Golden State Wealth Management, LLC | 27 | $1.76K | 0.00% | −907−97.1% | Reduced |
| Whipplewood Advisors, LLC | 35 | $1.95K | 0.00% | +23+191.7% | Added |
| Toth Financial Advisory Corp | 40 | $2.60K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 40 | $2.61K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 47 | $2.64K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 42 | $2.73K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 43 | $2.80K | 0.00% | +43 | New |
| Sandy Spring Bank | 43 | $2.80K | 0.00% | +43 | New |
| Kayne Anderson Rudnick Investment Management LLC | 43 | $2.84K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 46 | $2.99K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 47 | $3.06K | 0.00% | +32+213.3% | Added |
| Zions Bancorporation, National Association | 47 | $3.06K | 0.00% | +47 | New |
| Sachetta, LLC | 50 | $3.25K | 0.00% | −2−3.8% | Reduced |
| Hallmark Capital Management Inc | 50 | $3.25K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $3.25K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 55 | $3.58K | 0.00% | +55 | New |
| Truvestments Capital LLC | 58 | $3.77K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 58 | $3.77K | 0.00% | +18+45.0% | Added |
| AdvisorNet Financial, Inc | 62 | $4.04K | 0.00% | +54+675.0% | Added |
| Country Trust Bank | 62 | $4.04K | 0.00% | +62 | New |
| Painted Porch Advisors LLC | 63 | $4.10K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 63 | $4.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 64 | $4.17K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 65 | $4.23K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 66 | $4.29K | 0.00% | +7+11.9% | Added |
| Bell Investment Advisors, Inc | 71 | $4.62K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 75 | $4.88K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 76 | $4.95K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 76 | $4.96K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 91 | $5.00K | 0.00% | +91 | New |
| Tompkins Financial Corp | 77 | $5.01K | 0.00% | +77 | New |
| Stonebridge Financial Group, LLC | 78 | $5.08K | 0.00% | +2+2.6% | Added |
| Caitong International Asset Management Co., Ltd | 83 | $5.40K | 0.00% | −196−70.3% | Reduced |
| Pinnacle Bancorp, Inc. | 86 | $5.60K | 0.00% | −136−61.3% | Reduced |
| Reyes Financial Architecture, Inc. | 88 | $5.73K | 0.00% | +88 | New |
| St. Johns Investment Management Company, LLC | 90 | $5.86K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 93 | $6.05K | 0.00% | +93 | New |
| LRI Investments, LLC | 94 | $6.12K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 97 | $6.31K | 0.00% | +97 | New |
| Costello Asset Management, INC | 100 | $6.51K | 0.00% | +100 | New |
| Saudi Central Bank | 102 | $6.64K | 0.04% | +102 | New |
| Concord Wealth Partners | 102 | $6.66K | 0.00% | −5,781−98.3% | Reduced |
| Private Wealth Management Group, LLC | 106 | $6.90K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 117 | $7.00K | 0.00% | +117 | New |
| Aventura Private Wealth, LLC | 108 | $7.03K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 110 | $7.16K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 110 | $7.16K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 120 | $7.81K | 0.01% | +85+242.9% | Added |
| Park Square Financial Group, LLC | 125 | $8.13K | 0.01% | −151−54.7% | Reduced |
| Fortitude Family Office, LLC | 135 | $8.79K | 0.00% | −74−35.4% | Reduced |
| Old Second National Bank of Aurora | 138 | $8.98K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 139 | $9.05K | 0.00% | +135+3,375.0% | Added |
| Creative Financial Designs Inc | 143 | $9.31K | 0.00% | −30−17.3% | Reduced |
| Quest 10 Wealth Builders, Inc. | 145 | $9.44K | 0.01% | −55−27.5% | Reduced |
| Capital Advisors, Ltd. LLC | 174 | $11.0K | 0.00% | 00.0% | Unchanged |
| Runnymede Capital Advisors, Inc. | 171 | $11.1K | 0.01% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 173 | $11.3K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 176 | $11.5K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 177 | $11.5K | 0.00% | +87+96.7% | Added |
| Flagship Wealth Advisors, LLC | 196 | $12.8K | 0.01% | +196 | New |
| Acima Private Wealth, LLC | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 219 | $14.0K | 0.00% | +219 | New |
| Duncker Streett & Co Inc | 216 | $14.1K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 235 | $15.3K | 0.00% | +230+4,600.0% | Added |
| Signaturefd, LLC | 258 | $16.8K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $16.8K | 0.01% | −299−99.7% | Reduced |