| Thurston, Springer, Miller, Herd & Titak, Inc. | 2 | $123 | 0.00% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $124 | 0.00% | −458−99.6% | Reduced |
| Stonebridge Financial Group, LLC | 2 | $124 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 3 | $185 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 3 | $185 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $186 | 0.00% | +3 | New |
| Principia Wealth Advisory, LLC | 4 | $237 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 4 | $247 | 0.00% | −209−98.1% | Reduced |
| Crewe Advisors LLC | 4 | $248 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5 | $308 | 0.00% | +5 | New |
| Bay Harbor Wealth Management, LLC | 5 | $308 | 0.00% | +5 | New |
| NewSquare Capital LLC | 5 | $309 | 0.00% | −2−28.6% | Reduced |
| Parkworth Wealth Management, Inc. | 5 | $309 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 5 | $309 | 0.00% | +5 | New |
| MPWM Advisory Solutions, LLC | 7 | $432 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $432 | 0.00% | +7 | New |
| Asset Dedication, LLC | 7 | $433 | 0.00% | +7 | New |
| AdvisorNet Financial, Inc | 9 | $556 | 0.00% | −39−81.3% | Reduced |
| WestEnd Advisors, LLC | 9 | $556 | 0.00% | +6+200.0% | Added |
| CVA Family Office, LLC | 10 | $618 | 0.00% | −8−44.4% | Reduced |
| Bernard Wealth Management Corp. | 10 | $618 | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 10 | $618 | 0.00% | +10 | New |
| WealthTrak Capital Management LLC | 10 | $618 | 0.00% | +10 | New |
| Clark Wealth Partners | 12 | $741 | 0.00% | +12 | New |
| Cape Investment Advisory, Inc. | 14 | $865 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 14 | $865 | 0.00% | +14 | New |
| Spectrum Wealth Counsel, LLC | 15 | $927 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 15 | $927 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $927 | 0.00% | +15 | New |
| Rakuten Securities, Inc. | 15 | $927 | 0.00% | +15 | New |
| Global Financial Private Client, LLC | 16 | $988 | 0.00% | +9+128.6% | Added |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $1.05K | 0.00% | +8+80.0% | Added |
| Creative Financial Designs Inc | 17 | $1.05K | 0.00% | +17 | New |
| South State Corp. | 17 | $1.05K | 0.00% | −26−60.5% | Reduced |
| PSI Advisors, LLC | 18 | $1.11K | 0.00% | +18 | New |
| Rise Advisors, LLC | 18 | $1.11K | 0.00% | +18 | New |
| Trifecta Capital Advisors, LLC | 21 | $1.30K | 0.00% | −111−84.1% | Reduced |
| True Wealth Design, LLC | 21 | $1.30K | 0.00% | +5+31.3% | Added |
| Parvin Asset Management, LLC | 24 | $1.48K | 0.00% | +24 | New |
| MV Capital Management, Inc. | 25 | $1.54K | 0.00% | −65−72.2% | Reduced |
| American National Bank | 26 | $1.61K | 0.00% | +26 | New |
| DiNuzzo Private Wealth, Inc. | 28 | $1.73K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 30 | $1.85K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 33 | $2.04K | 0.00% | −112−77.2% | Reduced |
| Abound Wealth Management | 34 | $2.10K | 0.00% | −29−46.0% | Reduced |
| Spire Wealth Management | 35 | $2.16K | 0.00% | −29−45.3% | Reduced |
| Putney Financial Group LLC | 35 | $2.16K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 35 | $2.16K | 0.00% | +35 | New |
| Sierra Ocean, LLC | 36 | $2.22K | 0.00% | −68−65.4% | Reduced |
| Red Tortoise LLC | 37 | $2.29K | 0.00% | −2−5.1% | Reduced |
| Prestige Wealth Management Group LLC | 37 | $2.29K | 0.00% | −35−48.6% | Reduced |
| Whipplewood Advisors, LLC | 172 | $2.35K | 0.00% | +134+352.6% | Added |
| Rothschild Investment LLC | 42 | $2.59K | 0.00% | −26−38.2% | Reduced |
| JFS Wealth Advisors, LLC | 42 | $2.60K | 0.00% | −65−60.7% | Reduced |
| LRI Investments, LLC | 44 | $2.72K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 54 | $3.00K | 0.00% | +54 | New |
| Graney & King, LLC | 50 | $3.09K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 51 | $3.15K | 0.00% | +16+45.7% | Added |
| Park Place Capital Corp | 53 | $3.27K | 0.00% | +27+103.8% | Added |
| Dunhill Financial, LLC | 59 | $3.66K | 0.00% | −5−7.8% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 63 | $3.89K | 0.00% | +63 | New |
| NBC Securities, Inc. | 75 | $4.00K | 0.00% | +75 | New |
| JDM Financial Group LLC | 65 | $4.01K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 69 | $4.26K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 71 | $4.39K | 0.00% | −84−54.2% | Reduced |
| Glen Eagle Advisors, LLC | 75 | $4.63K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 76 | $4.70K | 0.00% | +71+1,420.0% | Added |
| Iron Horse Wealth Management, LLC | 76 | $4.70K | 0.00% | +76 | New |
| American Capital Advisory, LLC | 80 | $4.94K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 89 | $5.50K | 0.03% | +89 | New |
| Private Wealth Management Group, LLC | 95 | $5.87K | 0.00% | −125−56.8% | Reduced |
| Sandy Spring Bank | 100 | $6.18K | 0.00% | −100−50.0% | Reduced |
| Manchester Capital Management LLC | 100 | $6.18K | 0.00% | +28+38.9% | Added |
| Costello Asset Management, INC | 100 | $6.18K | 0.00% | +100 | New |
| Plante Moran Financial Advisors, LLC | 102 | $6.30K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 107 | $6.61K | 0.00% | −10−8.5% | Reduced |
| Wolff Wiese Magana LLC | 109 | $6.73K | 0.00% | −194−64.0% | Reduced |
| CoreCap Advisors, LLC | 109 | $6.73K | 0.00% | +59+118.0% | Added |
| SJS Investment Consulting Inc. | 110 | $6.80K | 0.00% | −1−0.9% | Reduced |
| Distillate Capital Partners LLC | 124 | $7.66K | 0.00% | +124 | New |
| Hollencrest Capital Management | 128 | $7.91K | 0.00% | −2−1.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 129 | $7.97K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 132 | $8.15K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 135 | $8.34K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 137 | $8.46K | 0.00% | +104+315.2% | Added |
| Caitong International Asset Management Co., Ltd | 141 | $8.71K | 0.01% | +141 | New |
| Cromwell Holdings LLC | 142 | $8.77K | 0.01% | −201−58.6% | Reduced |
| Eastern Bank | 161 | $9.95K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 174 | $10.7K | 0.00% | −3,338−95.0% | Reduced |
| Armstrong Advisory Group, Inc | 150 | $10.8K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 200 | $12.4K | 0.01% | +200 | New |
| Hemington Wealth Management | 211 | $13.0K | 0.00% | +38+22.0% | Added |
| IFP Advisors, Inc | 123 | $13.4K | 0.00% | −5−3.9% | Reduced |
| New Age Alpha Advisors, LLC | 220 | $13.6K | 0.00% | +106+93.0% | Added |
| Huntington National Bank | 230 | $14.2K | 0.00% | −641−73.6% | Reduced |
| Broadwater Capital Management LLC | 234 | $14.5K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 245 | $15.1K | 0.00% | −241−49.6% | Reduced |
| Heritage Wealth Advisors | 247 | $15.3K | 0.00% | −361−59.4% | Reduced |