| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 4 | $81 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $82 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $102 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 5 | $102 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 5 | $102 | 0.00% | +5 | New |
| Islay Capital Management, LLC | 6 | $122 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $183 | 0.00% | +9 | New |
| Aventura Private Wealth, LLC | 9 | $183 | 0.00% | +9 | New |
| Arlington Trust Co LLC | 10 | $204 | 0.00% | +10 | New |
| ROSS\JOHNSON & Associates LLC | 11 | $224 | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 15 | $306 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $306 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 16 | $328 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 17 | $346 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 19 | $394 | 0.00% | −19−50.0% | Reduced |
| Hager Investment Management Services, LLC | 21 | $428 | 0.00% | −681−97.0% | Reduced |
| CNB Bank | 26 | $530 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 29 | $592 | 0.00% | +29 | New |
| FSA Wealth Management LLC | 30 | $611 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 30 | $611 | 0.00% | +30 | New |
| Dunhill Financial, LLC | 31 | $651 | 0.00% | −144−82.3% | Reduced |
| Salem Investment Counselors Inc | 32 | $653 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 33 | $673 | 0.00% | −92−73.6% | Reduced |
| Ransom Advisory, Ltd | 33 | $673 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 33 | $673 | 0.00% | +33 | New |
| Nemes Rush Group LLC | 34 | $687 | 0.00% | +1+3.0% | Added |
| Parkworth Wealth Management, Inc. | 38 | $774 | 0.00% | +38 | New |
| DiNuzzo Private Wealth, Inc. | 40 | $816 | 0.00% | −37−48.1% | Reduced |
| Clark Wealth Partners | 42 | $856 | 0.00% | +2+5.0% | Added |
| Traub Capital Management LLC | 42 | $856 | 0.00% | +42 | New |
| Evelyn Partners Asset Management Ltd | 44 | $897 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 46 | $946 | 0.00% | +46 | New |
| Koesten, Hirschmann & Crabtree, INC. | 49 | $999 | 0.00% | +49 | New |
| Carolina Wealth Advisors, LLC | 50 | $1.02K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 54 | $1.10K | 0.00% | +1+1.9% | Added |
| Private Wealth Management Group, LLC | 54 | $1.10K | 0.00% | −308−85.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 54 | $1.10K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 55 | $1.12K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 60 | $1.21K | 0.00% | −88−59.5% | Reduced |
| N.E.W. Advisory Services LLC | 60 | $1.22K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 64 | $1.30K | 0.00% | +6+10.3% | Added |
| Rialto Wealth Management, LLC | 66 | $1.35K | 0.00% | +66 | New |
| Transce3nd, LLC | 69 | $1.41K | 0.00% | +69 | New |
| NVWM, LLC | 70 | $1.43K | 0.00% | +55+366.7% | Added |
| Brown, Lisle/Cummings, Inc. | 77 | $1.57K | 0.00% | +77 | New |
| Oakworth Capital, Inc. | 77 | $1.57K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 85 | $1.74K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 88 | $1.79K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 98 | $2.00K | 0.00% | +98 | New |
| JNBA Financial Advisors | 99 | $2.02K | 0.00% | −500−83.5% | Reduced |
| Albion Financial Group | 100 | $2.04K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 100 | $2.04K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $2.04K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 100 | $2.04K | 0.00% | +100 | New |
| Safe Harbor Fiduciary, LLC | 101 | $2.06K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 102 | $2.08K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 104 | $2.12K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 105 | $2.14K | 0.00% | −9−7.9% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 105 | $2.14K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 108 | $2.20K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 110 | $2.24K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 113 | $2.30K | 0.00% | −1,934−94.5% | Reduced |
| Anfield Capital Management, LLC | 115 | $2.34K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 116 | $2.37K | 0.01% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 123 | $2.50K | 0.00% | +2+1.7% | Added |
| PFS Partners, LLC | 123 | $2.51K | 0.00% | +1+0.8% | Added |
| Tradewinds Capital Management, LLC | 124 | $2.52K | 0.00% | −2,013−94.2% | Reduced |
| Signature Resources Capital Management, LLC | 130 | $2.65K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 138 | $2.81K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 143 | $2.92K | 0.00% | −24−14.4% | Reduced |
| Keener Financial Planning LLC | 182 | $3.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 134 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 164 | $3.00K | 0.00% | +99+152.3% | Added |
| Crewe Advisors LLC | 151 | $3.08K | 0.00% | +151 | New |
| Kiker Wealth Management, LLC | 152 | $3.10K | 0.00% | −10−6.2% | Reduced |
| Union Bancaire Privee, UBP SA | 210 | $3.15K | 0.00% | −4,390−95.4% | Reduced |
| Zions Bancorporation, National Association | 156 | $3.18K | 0.00% | −1,283−89.2% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 160 | $3.26K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 177 | $3.61K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 185 | $3.77K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 187 | $3.81K | 0.00% | +187 | New |
| WealthTrak Capital Management LLC | 195 | $3.98K | 0.00% | +165+550.0% | Added |
| Cetera Trust Company, N.A | 197 | $4.01K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 200 | $4.08K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $4.08K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 207 | $4.22K | 0.00% | +25+13.7% | Added |
| Bangor Savings Bank | 208 | $4.24K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 214 | $4.36K | 0.00% | +94+78.3% | Added |
| Whipplewood Advisors, LLC | 217 | $4.42K | 0.00% | +134+161.4% | Added |
| Provenance Wealth Advisors, LLC | 229 | $4.67K | 0.00% | −51−18.2% | Reduced |
| Atticus Wealth Management, LLC | 230 | $4.69K | 0.00% | +30+15.0% | Added |
| MV Capital Management, Inc. | 239 | $4.87K | 0.00% | −156−39.5% | Reduced |
| Central Trust Co | 250 | $5.09K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 249 | $5.40K | 0.00% | +133+114.7% | Added |
| Bruce G. Allen Investments, LLC | 273 | $5.56K | 0.00% | −931−77.3% | Reduced |
| Kozak & Associates, Inc. | 267 | $5.89K | 0.00% | +2+0.8% | Added |
| WealthCollab, LLC | 298 | $6.07K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 300 | $6.11K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 300 | $6.11K | 0.00% | +200+200.0% | Added |