| FNY Investment Advisers, LLC | 15 | $0 | 0.00% | −993−98.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2 | $107 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 2 | $108 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $161 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $165 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4 | $215 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4 | $216 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 4 | $216 | 0.00% | +4 | New |
| NVWM, LLC | 5 | $269 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 6 | $311 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $323 | 0.00% | −1−14.3% | Reduced |
| American Capital Advisory, LLC | 6 | $323 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $430 | 0.00% | −5−38.5% | Reduced |
| Seneschal Advisors, LLC | 8 | $431 | 0.00% | +8 | New |
| Key Financial Inc | 9 | $493 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 10 | $538 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $592 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 12 | $645 | 0.00% | +12 | New |
| DecisionPoint Financial, LLC | 14 | $767 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $794 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 15 | $807 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 15 | $807 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 15 | $807 | 0.00% | +15 | New |
| Principia Wealth Advisory, LLC | 16 | $861 | 0.00% | +3+23.1% | Added |
| HFM Investment Advisors, LLC | 17 | $914 | 0.00% | +3+21.4% | Added |
| Rialto Wealth Management, LLC | 18 | $969 | 0.00% | +7+63.6% | Added |
| Ogorek Anthony Joseph | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 20 | $1.08K | 0.00% | +20 | New |
| Tidemark, LLC | 20 | $1.08K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $1.13K | 0.00% | −46−68.7% | Reduced |
| DT Investment Partners, LLC | 21 | $1.13K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 23 | $1.17K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 22 | $1.18K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 24 | $1.29K | 0.00% | +11+84.6% | Added |
| Wolff Wiese Magana LLC | 26 | $1.40K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 27 | $1.45K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $1.45K | 0.00% | +7+35.0% | Added |
| Cornerstone Planning Group LLC | 25 | $1.47K | 0.00% | +2+8.7% | Added |
| Bay Harbor Wealth Management, LLC | 28 | $1.51K | 0.00% | +7+33.3% | Added |
| Tortoise Investment Management, LLC | 29 | $1.56K | 0.00% | +2+7.4% | Added |
| Princeton Global Asset Management LLC | 34 | $1.83K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 51 | $2.00K | 0.00% | −12−19.0% | Reduced |
| Capital Analysts, LLC | 29 | $2.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 38 | $2.04K | 0.00% | 00.0% | Unchanged |
| Motco | 40 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 46 | $2.47K | 0.00% | +46 | New |
| DiNuzzo Private Wealth, Inc. | 43 | $2.48K | 0.00% | +11+34.4% | Added |
| Anchor Investment Management, LLC | 47 | $2.52K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 47 | $2.52K | 0.00% | −2−4.1% | Reduced |
| Hoey Investments, Inc | 48 | $2.58K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 48 | $2.60K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 49 | $2.64K | 0.00% | +11+28.9% | Added |
| Bernard Wealth Management Corp. | 50 | $2.69K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 50 | $2.69K | 0.00% | +5+11.1% | Added |
| Dunhill Financial, LLC | 51 | $2.74K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 52 | $2.80K | 0.00% | +52 | New |
| Financial Management Professionals, Inc. | 53 | $2.85K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 53 | $2.85K | 0.00% | +53 | New |
| First Command Advisory Services, Inc. | 54 | $2.90K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 55 | $2.96K | 0.00% | +15+37.5% | Added |
| TSFG, LLC | 56 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 70 | $3.00K | 0.00% | +70 | New |
| Bell Investment Advisors, Inc | 60 | $3.23K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 63 | $3.39K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 64 | $3.45K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 67 | $3.60K | 0.00% | −7−9.5% | Reduced |
| Signature Resources Capital Management, LLC | 67 | $3.60K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 68 | $3.66K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 74 | $3.98K | 0.00% | +5+7.2% | Added |
| Founders Capital Management | 83 | $4.46K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 90 | $4.84K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 97 | $4.94K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 94 | $5.08K | 0.00% | −463−83.1% | Reduced |
| Fortitude Family Office, LLC | 97 | $5.22K | 0.00% | +19+24.4% | Added |
| City State Bank | 100 | $5.38K | 0.00% | −145−59.2% | Reduced |
| Costello Asset Management, INC | 100 | $5.38K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 100 | $5.38K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 100 | $5.38K | 0.00% | +25+33.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 100 | $5.38K | 0.00% | +100 | New |
| Wealth Watch Advisors, INC | 101 | $5.43K | 0.00% | +101 | New |
| Strategic Advocates LLC | 102 | $5.49K | 0.00% | +102 | New |
| Horizon Financial Services, LLC | 103 | $5.54K | 0.00% | +103 | New |
| Morse Asset Management, Inc | 110 | $5.92K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 111 | $5.97K | 0.00% | +44+65.7% | Added |
| GPS Wealth Strategies Group, LLC | 115 | $6.19K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 119 | $6.43K | 0.00% | −56−32.0% | Reduced |
| Arlington Trust Co LLC | 120 | $6.46K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 100 | $6.53K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 122 | $6.57K | 0.00% | +122 | New |
| Syntax Research, Inc. | 129 | $6.94K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 135 | $7.26K | 0.00% | +62+84.9% | Added |
| Avion Wealth | 154 | $8.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 155 | $8.34K | 0.00% | +155 | New |
| Bryn Mawr Trust Co | 157 | $8.45K | 0.00% | −319−67.0% | Reduced |
| Versant Capital Management, Inc | 161 | $8.66K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 167 | $8.99K | 0.00% | +167 | New |
| Global X Japan Co., Ltd. | 170 | $9.14K | 0.00% | −57−25.1% | Reduced |
| AdvisorNet Financial, Inc | 175 | $9.41K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 175 | $9.41K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 180 | $9.68K | 0.00% | +36+25.0% | Added |