| Kayne Anderson Rudnick Investment Management LLC | 1 | $57 | 0.00% | −27−96.4% | Reduced |
| GPS Wealth Strategies Group, LLC | 1 | $57 | 0.00% | +1 | New |
| Synergy Investment Management, LLC | 2 | $113 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $155 | 0.00% | +1+50.0% | Added |
| Legacy Bridge, LLC | 3 | $167 | 0.00% | +3 | New |
| High Note Wealth, LLC | 3 | $170 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $226 | 0.00% | +4 | New |
| Oakworth Capital, Inc. | 5 | $283 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $283 | 0.00% | +3+150.0% | Added |
| Creative Financial Designs Inc | 5 | $283 | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $283 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 6 | $340 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $397 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 9 | $509 | 0.00% | +9 | New |
| South State Corp. | 10 | $566 | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 13 | $726 | 0.00% | +13 | New |
| HHM Wealth Advisors, LLC | 13 | $736 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 17 | $962 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $1.02K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 19 | $1.08K | 0.00% | −6−24.0% | Reduced |
| TruNorth Capital Management, LLC | 20 | $1.13K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 20 | $1.13K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 24 | $1.17K | 0.00% | +15+166.7% | Added |
| Central Trust Co | 22 | $1.25K | 0.00% | −27−55.1% | Reduced |
| Highline Wealth Partners LLC | 24 | $1.36K | 0.00% | +24 | New |
| Greenline Partners, LLC | 25 | $1.42K | 0.00% | +25 | New |
| NVWM, LLC | 26 | $1.48K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 30 | $1.70K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 32 | $1.83K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 33 | $1.87K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 33 | $1.87K | 0.00% | +33 | New |
| Kiker Wealth Management, LLC | 33 | $1.87K | 0.00% | +33 | New |
| Capital Advisors, Ltd. LLC | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 36 | $2.04K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 36 | $2.04K | 0.00% | +25+227.3% | Added |
| Cape Investment Advisory, Inc. | 37 | $2.09K | 0.00% | +22+146.7% | Added |
| Activest Wealth Management | 37 | $2.09K | 0.00% | +36+3,600.0% | Added |
| SJS Investment Consulting Inc. | 38 | $2.15K | 0.00% | +2+5.6% | Added |
| SOA Wealth Advisors, LLC. | 39 | $2.21K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 43 | $2.43K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 44 | $2.49K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 44 | $2.49K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 45 | $2.55K | 0.00% | −22−32.8% | Reduced |
| Continuum Advisory, LLC | 45 | $2.55K | 0.00% | +7+18.4% | Added |
| Millstone Evans Group, LLC | 46 | $2.60K | 0.00% | −26−36.1% | Reduced |
| SBI Securities Co., Ltd. | 49 | $2.77K | 0.00% | −283−85.2% | Reduced |
| Painted Porch Advisors LLC | 49 | $2.77K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 49 | $2.79K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 52 | $2.94K | 0.00% | −2−3.7% | Reduced |
| Hoey Investments, Inc | 52 | $2.94K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 59 | $3.29K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 60 | $3.40K | 0.00% | +60 | New |
| Rakuten Securities, Inc. | 60 | $3.40K | 0.00% | +60 | New |
| Dunhill Financial, LLC | 63 | $3.56K | 0.00% | −10−13.7% | Reduced |
| Brown Brothers Harriman & Co | 64 | $3.62K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 64 | $3.62K | 0.00% | +64 | New |
| LRI Investments, LLC | 66 | $3.74K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 67 | $3.79K | 0.00% | +52+346.7% | Added |
| N.E.W. Advisory Services LLC | 69 | $3.90K | 0.00% | +69 | New |
| Avion Wealth | 96 | $4.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 73 | $4.13K | 0.00% | +73 | New |
| Cherry Tree Wealth Management, LLC | 77 | $4.36K | 0.00% | +65+541.7% | Added |
| Hexagon Capital Partners LLC | 80 | $4.53K | 0.00% | −5−5.9% | Reduced |
| Consultiva Wealth Management, Corp. | 84 | $4.75K | 0.02% | 00.0% | Unchanged |
| Saudi Central Bank | 87 | $4.92K | 0.03% | +87 | New |
| ORG Partners LLC | 90 | $5.02K | 0.00% | +72+400.0% | Added |
| Whipplewood Advisors, LLC | 90 | $5.04K | 0.00% | +1+1.1% | Added |
| Louisbourg Investments Inc. | 90 | $5.09K | 0.00% | +90 | New |
| Sachetta, LLC | 92 | $5.21K | 0.00% | −3−3.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 96 | $5.43K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 103 | $5.83K | 0.01% | −434−80.8% | Reduced |
| Sound Income Strategies, LLC | 105 | $5.92K | 0.00% | −8−7.1% | Reduced |
| Westside Investment Management, Inc. | 111 | $6.28K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 112 | $6.34K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 112 | $6.34K | 0.00% | +43+62.3% | Added |
| Raffa Wealth Management, LLC | 112 | $6.34K | 0.00% | +61+119.6% | Added |
| Ronald Blue Trust, Inc. | 113 | $6.40K | 0.00% | +8+7.6% | Added |
| Sierra Ocean, LLC | 116 | $6.62K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 119 | $6.74K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 119 | $6.74K | 0.01% | +35+41.7% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 121 | $6.85K | 0.00% | +103+572.2% | Added |
| CVA Family Office, LLC | 122 | $6.91K | 0.00% | +10+8.9% | Added |
| Clark Wealth Partners | 122 | $6.91K | 0.01% | +122 | New |
| Carolinas Wealth Consulting LLC | 123 | $6.96K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 138 | $7.00K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 124 | $7.00K | 0.00% | +124 | New |
| Compass Financial Services Inc | 125 | $7.08K | 0.00% | +125 | New |
| Trust Co of Vermont | 126 | $7.13K | 0.00% | −9−6.7% | Reduced |
| First Horizon Advisors, Inc. | 132 | $7.50K | 0.00% | −26−16.5% | Reduced |
| Larson Financial Group LLC | 137 | $7.75K | 0.00% | +44+47.3% | Added |
| Whittier Trust Co of Nevada Inc | 138 | $7.81K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 150 | $8.49K | 0.00% | +150 | New |
| JFS Wealth Advisors, LLC | 158 | $8.94K | 0.00% | +13+9.0% | Added |
| JTC Employer Solutions Trusteee Ltd | 166 | $9.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 162 | $9.17K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 164 | $9.28K | 0.01% | +164 | New |
| Richardson Financial Services Inc. | 167 | $9.45K | 0.01% | +51+44.0% | Added |
| Binnacle Investments Inc | 173 | $9.79K | 0.01% | +173 | New |
| Cromwell Holdings LLC | 174 | $9.85K | 0.01% | +16+10.1% | Added |