| Ogorek Anthony Joseph | 17 | $0 | 0.00% | +17 | New |
| Davidson Capital Management Inc. | 1 | $42 | 0.00% | +1 | New |
| GHP Investment Advisors, Inc. | 2 | $84 | 0.00% | −118−98.3% | Reduced |
| TFC Financial Management | 3 | $125 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4 | $166 | 0.00% | −6,817−99.9% | Reduced |
| High Note Wealth, LLC | 5 | $208 | 0.00% | 00.0% | Unchanged |
| CNB Bank | 6 | $250 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 7 | $291 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 7 | $292 | 0.00% | +1+16.7% | Added |
| Bear Mountain Capital, Inc. | 9 | $444 | 0.00% | +9 | New |
| Private Wealth Asset Management, LLC | 11 | $458 | 0.00% | +11 | New |
| Bare Financial Services, Inc | 11 | $458 | 0.00% | +11 | New |
| Medallion Wealth Advisors, LLC | 11 | $464 | 0.00% | +11 | New |
| Umb Bank N A | 12 | $499 | 0.00% | +12 | New |
| Bank of Jackson Hole Trust | 10 | $501 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 12 | $502 | 0.00% | +10+500.0% | Added |
| Crewe Advisors LLC | 13 | $542 | 0.00% | +1+8.3% | Added |
| Bay Harbor Wealth Management, LLC | 14 | $582 | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 14 | $583 | 0.00% | +14 | New |
| WealthTrak Capital Management LLC | 15 | $625 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 15 | $665 | 0.04% | −35−70.0% | Reduced |
| Pacer Advisors, Inc. | 16 | $666 | 0.00% | +2+14.3% | Added |
| Cheviot Value Management, LLC | 14 | $673 | 0.00% | +14 | New |
| Aspect Partners, LLC | 17 | $708 | 0.00% | −258−93.8% | Reduced |
| Legacy Wealth Managment, LLC | 17 | $708 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 18 | $749 | 0.00% | +2+12.5% | Added |
| HFM Investment Advisors, LLC | 18 | $750 | 0.00% | +18 | New |
| Peterson Wealth Services | 20 | $832 | 0.00% | +20 | New |
| North Capital, Inc. | 23 | $957 | 0.00% | +23 | New |
| Copia Wealth Management | 24 | $999 | 0.00% | −5−17.2% | Reduced |
| Park Place Capital Corp | 24 | $999 | 0.00% | +24 | New |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 26 | $1.08K | 0.00% | +26 | New |
| Continuum Advisory, LLC | 29 | $1.21K | 0.00% | −26−47.3% | Reduced |
| Cromwell Holdings LLC | 30 | $1.25K | 0.00% | +30 | New |
| Sierra Ocean, LLC | 32 | $1.33K | 0.00% | +32 | New |
| NBT Bank N A | 35 | $1.46K | 0.00% | +35 | New |
| Decker Retirement Planning Inc. | 35 | $1.46K | 0.00% | +35 | New |
| Lord & Richards Wealth Management, LLC | 35 | $1.46K | 0.00% | +35 | New |
| Principia Wealth Advisory, LLC | 35 | $1.48K | 0.00% | +20+133.3% | Added |
| Dogwood Wealth Management LLC | 36 | $1.50K | 0.00% | +36 | New |
| ORG Wealth Partners, LLC | 37 | $1.56K | 0.00% | −1,248−97.1% | Reduced |
| UMA Financial Services, Inc. | 38 | $1.58K | 0.00% | +38 | New |
| Rothschild Investment LLC | 40 | $1.67K | 0.00% | +30+300.0% | Added |
| Highline Wealth Partners LLC | 41 | $1.71K | 0.00% | +33+412.5% | Added |
| Cullen/Frost Bankers, Inc. | 42 | $1.75K | 0.00% | +42 | New |
| Avion Wealth | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 50 | $2.08K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 50 | $2.08K | 0.00% | +50 | New |
| Rialto Wealth Management, LLC | 61 | $2.54K | 0.00% | +11+22.0% | Added |
| Hughes Financial Services, LLC | 80 | $3.37K | 0.00% | +80 | New |
| Hazlett, Burt & Watson, Inc. | 93 | $4.00K | 0.00% | +93 | New |
| Ridgewood Investments LLC | 100 | $4.16K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 100 | $4.16K | 0.00% | +100 | New |
| Clarity Asset Management, Inc. | 100 | $4.16K | 0.00% | +100 | New |
| Global Financial Private Client, LLC | 108 | $4.50K | 0.00% | +77+248.4% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 109 | $4.54K | 0.00% | +109 | New |
| HighMark Wealth Management LLC | 112 | $4.65K | 0.00% | +112 | New |
| SJS Investment Consulting Inc. | 113 | $4.70K | 0.00% | +11+10.8% | Added |
| Atlantic Trust, LLC | 113 | $4.70K | 0.00% | +113 | New |
| DiNuzzo Private Wealth, Inc. | 114 | $4.75K | 0.00% | +11+10.7% | Added |
| Brown Brothers Harriman & Co | 116 | $4.83K | 0.00% | −96−45.3% | Reduced |
| Lazard Asset Management LLC | 142 | $5.00K | 0.00% | +41+40.6% | Added |
| Hantz Financial Services, Inc. | 123 | $5.00K | 0.00% | +83+207.5% | Added |
| CVA Family Office, LLC | 122 | $5.08K | 0.00% | +79+183.7% | Added |
| Cordant, Inc. | 142 | $5.91K | 0.00% | +142 | New |
| Cornerstone Planning Group LLC | 140 | $6.25K | 0.00% | +99+241.5% | Added |
| Fuller & Thaler Asset Management, Inc. | 152 | $6.33K | 0.00% | +152 | New |
| Red Tortoise LLC | 178 | $7.41K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 185 | $7.70K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 209 | $8.70K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 211 | $8.78K | 0.00% | +211 | New |
| Quent Capital, LLC | 218 | $9.07K | 0.00% | +154+240.6% | Added |
| DT Investment Partners, LLC | 218 | $9.07K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 216 | $9.11K | 0.01% | +48+28.6% | Added |
| HHM Wealth Advisors, LLC | 221 | $9.20K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 227 | $9.45K | 0.00% | +58+34.3% | Added |
| Perritt Capital Management Inc | 235 | $9.78K | 0.01% | +235 | New |
| N.E.W. Advisory Services LLC | 237 | $9.86K | 0.00% | +237 | New |
| Saudi Central Bank | 241 | $10.0K | 0.05% | +241 | New |
| Newbridge Financial Services Group, Inc. | 250 | $10.4K | 0.00% | −8,500−97.1% | Reduced |
| Garde Capital, Inc. | 250 | $10.4K | 0.00% | +250 | New |
| Creative Capital Management Investments LLC | 251 | $10.4K | 0.00% | +251 | New |
| Putney Financial Group LLC | 265 | $11.0K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 272 | $11.3K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 275 | $11.4K | 0.00% | +75+37.5% | Added |
| South State Corp. | 285 | $11.9K | 0.00% | +225+375.0% | Added |
| Private Wealth Management Group, LLC | 293 | $12.2K | 0.00% | −15−4.9% | Reduced |
| Salem Investment Counselors Inc | 300 | $12.5K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 304 | $12.7K | 0.00% | +116+61.7% | Added |
| Whittier Trust Co of Nevada Inc | 310 | $12.9K | 0.00% | +143+85.6% | Added |
| Winthrop Capital Management, LLC | 341 | $14.0K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 345 | $14.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 348 | $14.5K | 0.00% | +273+364.0% | Added |
| Sandy Spring Bank | 350 | $14.6K | 0.00% | +150+75.0% | Added |
| REAP Financial Group, LLC | 363 | $15.1K | 0.00% | +363 | New |
| Parkside Financial Bank & Trust | 363 | $15.1K | 0.00% | +14+4.0% | Added |
| Reyes Financial Architecture, Inc. | 406 | $16.9K | 0.01% | +406 | New |
| Archer Investment Corp | 411 | $17.1K | 0.00% | +326+383.5% | Added |
| Meeder Asset Management Inc | 418 | $17.4K | 0.00% | +207+98.1% | Added |