| Keating Financial Advisory Services, Inc. | 1 | $139 | 0.00% | +1 | New |
| Union Bancaire Privee, UBP SA | 16,100 | $140 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $162 | 0.00% | −102−99.0% | Reduced |
| Triumph Capital Management | 2 | $278 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $278 | 0.00% | +2 | New |
| ZRC Wealth Management, LLC | 3 | $417 | 0.00% | −12−80.0% | Reduced |
| Hughes Financial Services, LLC | 3 | $417 | 0.00% | −1−25.0% | Reduced |
| WPG Advisers, LLC | 3 | $417 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $417 | 0.00% | +3 | New |
| Signature Resources Capital Management, LLC | 3 | $417 | 0.00% | +3 | New |
| NorthAvenue LLC | 3 | $417 | 0.00% | +3 | New |
| JFS Wealth Advisors, LLC | 4 | $556 | 0.00% | −69−94.5% | Reduced |
| Key Financial Inc | 4 | $556 | 0.00% | −8−66.7% | Reduced |
| Anfield Capital Management, LLC | 4 | $556 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $556 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4 | $556 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 4 | $556 | 0.00% | +4 | New |
| Optima Capital LLC | 4 | $556 | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $694 | 0.00% | +5 | New |
| Sachetta, LLC | 5 | $695 | 0.00% | −200−97.6% | Reduced |
| Principia Wealth Advisory, LLC | 5 | $695 | 0.00% | +3+150.0% | Added |
| TFC Financial Management | 5 | $695 | 0.00% | +4+400.0% | Added |
| Aventura Private Wealth, LLC | 5 | $695 | 0.00% | +5 | New |
| Cedar Mountain Advisors, LLC | 6 | $833 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 6 | $833 | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 6 | $839 | 0.00% | +6 | New |
| Trust Co of Vermont | 7 | $972 | 0.00% | +7 | New |
| Stephens Consulting, LLC | 7 | $973 | 0.00% | +7 | New |
| Avion Wealth | 12 | $1.00K | 0.00% | −7−36.8% | Reduced |
| Fideuram Asset Management (Ireland) dac | 7 | $1.01K | 0.00% | +7 | New |
| Bogart Wealth, LLC | 8 | $1.11K | 0.00% | +8 | New |
| Investment Research & Advisory Group, Inc. | 8 | $1.11K | 0.00% | +8 | New |
| Hilton Head Capital Partners, LLC | 8 | $1.11K | 0.00% | +8 | New |
| Cornerstone Financial Management LLC | 8 | $1.11K | 0.00% | +8 | New |
| Sunrise Financial Services, LLC | 8 | $1.11K | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $1.11K | 0.00% | +4+100.0% | Added |
| Root Financial Partners, LLC | 9 | $1.25K | 0.00% | −1−10.0% | Reduced |
| NVWM, LLC | 9 | $1.25K | 0.00% | +4+80.0% | Added |
| Nemes Rush Group LLC | 9 | $1.25K | 0.00% | +9 | New |
| Crewe Advisors LLC | 9 | $1.25K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 12 | $1.67K | 0.00% | +12 | New |
| Dunhill Financial, LLC | 13 | $1.82K | 0.00% | −228−94.6% | Reduced |
| SWAN Capital LLC | 14 | $1.91K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $1.95K | 0.00% | −12−46.2% | Reduced |
| TD Capital Management LLC | 15 | $2.05K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 15 | $2.08K | 0.00% | +5+50.0% | Added |
| North Star Investment Management Corp. | 15 | $2.08K | 0.00% | +15 | New |
| Strategic Wealth Partners, Ltd. | 15 | $2.08K | 0.00% | +15 | New |
| Heritage Wealth Advisors | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $2.22K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $2.22K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 16 | $2.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $2.36K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 17 | $2.36K | 0.00% | −3−15.0% | Reduced |
| CNB Bank | 18 | $2.50K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 18 | $2.50K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 18 | $2.50K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 18 | $2.50K | 0.00% | +18 | New |
| Harbor Investment Advisory, LLC | 19 | $2.64K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 19 | $2.64K | 0.00% | +19 | New |
| Dogwood Wealth Management LLC | 20 | $2.78K | 0.00% | −12−37.5% | Reduced |
| Zions Bancorporation, National Association | 20 | $2.78K | 0.00% | +3+17.6% | Added |
| Horizon Financial Services, LLC | 20 | $2.78K | 0.00% | +5+33.3% | Added |
| Ares Financial Consulting, LLC | 20 | $2.78K | 0.00% | +20 | New |
| Bell Investment Advisors, Inc | 20 | $2.78K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 21 | $2.92K | 0.00% | +21 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 23 | $3.19K | 0.00% | −348−93.8% | Reduced |
| Asset Dedication, LLC | 23 | $3.19K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 25 | $3.31K | 0.00% | +3+13.6% | Added |
| Concord Wealth Partners | 24 | $3.33K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 25 | $3.47K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $3.47K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 25 | $3.47K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 25 | $3.47K | 0.00% | +25 | New |
| IMG Wealth Management, Inc. | 26 | $3.61K | 0.00% | −8−23.5% | Reduced |
| Country Trust Bank | 27 | $3.75K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 28 | $3.89K | 0.00% | +28 | New |
| Missouri Trust & Investment Co | 30 | $4.17K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 31 | $4.31K | 0.00% | −22−41.5% | Reduced |
| Grove Bank & Trust | 32 | $4.45K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 34 | $4.72K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 37 | $5.00K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 35 | $5.00K | 0.00% | +35 | New |
| South State Corp. | 39 | $5.42K | 0.00% | +24+160.0% | Added |
| Boreal Capital Management LLC | 40 | $5.56K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 42 | $5.83K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 46 | $6.37K | 0.04% | +1+2.2% | Added |
| JNBA Financial Advisors | 47 | $6.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 47 | $6.53K | 0.00% | +28+147.4% | Added |
| Colonial Trust Co | 49 | $6.81K | 0.00% | +19+63.3% | Added |
| ORG Partners LLC | 51 | $7.08K | 0.00% | +39+325.0% | Added |
| SJS Investment Consulting Inc. | 52 | $7.22K | 0.00% | −288−84.7% | Reduced |
| Frazier Financial Advisors, LLC | 58 | $8.06K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 58 | $8.06K | 0.01% | +10+20.8% | Added |
| SHP Wealth Management | 60 | $8.40K | 0.00% | +60 | New |
| Ameriflex Group, Inc. | 62 | $8.61K | 0.00% | −62−50.0% | Reduced |
| Westfuller Advisors, LLC | 63 | $8.71K | 0.00% | +1+1.6% | Added |
| Park Place Capital Corp | 64 | $8.89K | 0.00% | −2−3.0% | Reduced |
| Flagship Harbor Advisors, LLC | 68 | $9.50K | 0.00% | +68 | New |
| DT Investment Partners, LLC | 69 | $9.59K | 0.00% | 00.0% | Unchanged |