| Trust Co | 1 | $29 | 0.00% | −500−99.8% | Reduced |
| Peoples Financial Services Corp. | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $181 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 6 | $185 | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 10 | $294 | 0.00% | −134−93.1% | Reduced |
| TFC Financial Management | 10 | $294 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 16 | $430 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 20 | $588 | 0.00% | +20 | New |
| Nemes Rush Group LLC | 28 | $823 | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 30 | $850 | 0.00% | +30 | New |
| Quest 10 Wealth Builders, Inc. | 30 | $885 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 32 | $941 | 0.00% | −900−96.6% | Reduced |
| Navigoe, LLC | 41 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 35 | $1.03K | 0.00% | +18+105.9% | Added |
| Birch Capital Management, LLC | 36 | $1.06K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 37 | $1.09K | 0.00% | −4−9.8% | Reduced |
| Quaker Wealth Management, LLC | 45 | $1.32K | 0.00% | +45 | New |
| Bullock Wealth Management Group | 47 | $1.33K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 50 | $1.47K | 0.00% | +21+72.4% | Added |
| American Capital Advisory, LLC | 51 | $1.50K | 0.00% | +51 | New |
| Mountain Hill Investment Partners Corp. | 53 | $1.56K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 61 | $1.79K | 0.00% | +25+69.4% | Added |
| Park Square Financial Group, LLC | 62 | $1.82K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 63 | $1.85K | 0.00% | +63 | New |
| Raffa Wealth Management, LLC | 65 | $1.91K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 67 | $1.97K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 68 | $2.00K | 0.00% | +42+161.5% | Added |
| Hanson & Doremus Investment Management | 81 | $2.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 84 | $2.47K | 0.00% | −75−47.2% | Reduced |
| WFA of San Diego, LLC | 85 | $2.50K | 0.00% | +85 | New |
| S&T Bank | 93 | $2.73K | 0.00% | +93 | New |
| Hager Investment Management Services, LLC | 100 | $2.94K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Advisors LLC | 101 | $2.97K | 0.00% | +101 | New |
| Bay Harbor Wealth Management, LLC | 103 | $3.03K | 0.00% | +48+87.3% | Added |
| Rialto Wealth Management, LLC | 107 | $3.15K | 0.00% | +85+386.4% | Added |
| Family Legacy Financial Solutions, LLC | 109 | $3.20K | 0.00% | +109 | New |
| Heritage Wealth Advisors | 117 | $3.44K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 133 | $3.69K | 0.00% | −105−44.1% | Reduced |
| BankPlus Trust Department | 130 | $3.82K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 134 | $3.94K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 136 | $4.01K | 0.00% | 00.0% | Unchanged |
| PMV Capital Advisers, LLC | 150 | $4.41K | 0.01% | +150 | New |
| Minot DeBlois Advisors LLC | 152 | $4.47K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 152 | $4.47K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 152 | $4.47K | 0.00% | +60+65.2% | Added |
| WealthTrak Capital Management LLC | 155 | $4.56K | 0.00% | +100+181.8% | Added |
| Aspect Partners, LLC | 163 | $4.79K | 0.00% | 00.0% | Unchanged |
| Ossiam | 165 | $4.85K | 0.00% | −54−24.7% | Reduced |
| GHP Investment Advisors, Inc. | 165 | $4.85K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 189 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 177 | $5.20K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 179 | $5.28K | 0.00% | +179 | New |
| Marquette Asset Management, LLC | 190 | $5.59K | 0.00% | +190 | New |
| Red Tortoise LLC | 198 | $5.82K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 202 | $5.94K | 0.00% | 00.0% | Unchanged |
| Investment Management Corp | 202 | $5.94K | 0.01% | +2+1.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 203 | $5.97K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 205 | $6.03K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 216 | $6.35K | 0.00% | +2+0.9% | Added |
| Byrne Asset Management LLC | 219 | $6.44K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 219 | $6.44K | 0.02% | 00.0% | Unchanged |
| Coastline Trust Co | 230 | $6.76K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 240 | $7.06K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 245 | $7.20K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 251 | $7.38K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 252 | $7.41K | 0.01% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 268 | $7.88K | 0.01% | +236+737.5% | Added |
| Hughes Financial Services, LLC | 299 | $8.00K | 0.00% | −55−15.5% | Reduced |
| Abound Wealth Management | 278 | $8.18K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 299 | $8.79K | 0.00% | −132−30.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 300 | $8.82K | 0.04% | −310−50.8% | Reduced |
| Financial Network Wealth Advisors LLC | 300 | $8.82K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 304 | $8.93K | 0.01% | +4+1.3% | Added |
| Compass Financial Services Inc | 312 | $9.17K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 316 | $9.29K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 328 | $9.29K | 0.00% | +328 | New |
| Alpine Bank Wealth Management | 320 | $9.41K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 324 | $9.53K | 0.00% | +63+24.1% | Added |
| Team Financial Group, LLC | 324 | $9.53K | 0.00% | +324 | New |
| Traub Capital Management LLC | 326 | $9.58K | 0.01% | +326 | New |
| Perkins Coie Trust Co | 337 | $9.90K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 338 | $9.94K | 0.00% | +338 | New |
| PFS Partners, LLC | 340 | $10.0K | 0.01% | +340 | New |
| Plante Moran Financial Advisors, LLC | 340 | $10.0K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 350 | $10.3K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 363 | $10.7K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 368 | $10.8K | 0.00% | +368 | New |
| Blue Bell Private Wealth Management, LLC | 369 | $10.8K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 369 | $10.8K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 384 | $11.3K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 390 | $11.5K | 0.00% | −2,270−85.3% | Reduced |
| Missouri Trust & Investment Co | 400 | $11.8K | 0.00% | −50−11.1% | Reduced |
| New Millennium Group LLC | 403 | $11.8K | 0.01% | 00.0% | Unchanged |
| Resources Management Corp | 400 | $12.0K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 417 | $12.3K | 0.00% | +417 | New |
| Prestige Wealth Management Group LLC | 446 | $13.1K | 0.00% | −15−3.3% | Reduced |
| Fourth Dimension Wealth, LLC | 450 | $13.2K | 0.01% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 453 | $13.3K | 0.00% | +4+0.9% | Added |
| Highline Wealth Partners LLC | 458 | $13.5K | 0.00% | +37+8.8% | Added |