| Colonial Trust Advisors | 1 | $97 | 0.00% | +1 | New |
| Eastern Bank | 1 | $173 | 0.00% | −145−99.3% | Reduced |
| Turning Point Benefit Group, Inc. | 1 | $173 | 0.00% | −10−90.9% | Reduced |
| Private Wealth Asset Management, LLC | 1 | $173 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 1 | $173 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $174 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $174 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $174 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $267 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $322 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $347 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $347 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $347 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $347 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $347 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $519 | 0.00% | −1−25.0% | Reduced |
| CVA Family Office, LLC | 3 | $520 | 0.00% | −2−40.0% | Reduced |
| SHP Wealth Management | 3 | $520 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $520 | 0.00% | +3 | New |
| Geneos Wealth Management Inc. | 5 | $867 | 0.00% | −80−94.1% | Reduced |
| Fortitude Family Office, LLC | 5 | $867 | 0.00% | −19−79.2% | Reduced |
| WPG Advisers, LLC | 5 | $867 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $867 | 0.00% | +4+400.0% | Added |
| Plato Investment Management Ltd | 5 | $871 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $1.04K | 0.00% | −10−62.5% | Reduced |
| Cornerstone Financial Management LLC | 6 | $1.04K | 0.00% | +6 | New |
| Country Trust Bank | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 7 | $1.21K | 0.00% | +7 | New |
| Sound Income Strategies, LLC | 7 | $1.21K | 0.00% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 7 | $1.21K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.39K | 0.00% | +2+33.3% | Added |
| Albion Financial Group | 8 | $1.39K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 9 | $1.56K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 10 | $1.73K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 10 | $1.73K | 0.00% | +4+66.7% | Added |
| WealthCollab, LLC | 10 | $1.73K | 0.00% | 00.0% | Unchanged |
| Greenline Wealth Management LLC | 10 | $1.78K | 0.00% | +10 | New |
| Sunbelt Securities, Inc. | 11 | $1.91K | 0.00% | +11 | New |
| UMA Financial Services, Inc. | 11 | $1.91K | 0.00% | +8+266.7% | Added |
| Winthrop Capital Management, LLC | 9 | $2.00K | 0.00% | +3+50.0% | Added |
| Montag A & Associates Inc | 12 | $2.06K | 0.00% | −2−14.3% | Reduced |
| Webster Bank, N. A. | 12 | $2.08K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 12 | $2.08K | 0.00% | +12 | New |
| Signature Equity Partners, LLC | 12 | $2.08K | 0.00% | +12 | New |
| Bare Financial Services, Inc | 16 | $2.77K | 0.00% | −4−20.0% | Reduced |
| Avion Wealth | 18 | $3.00K | 0.00% | +7+63.6% | Added |
| Cullen/Frost Bankers, Inc. | 20 | $3.47K | 0.00% | +5+33.3% | Added |
| Rossby Financial, LCC | 20 | $3.47K | 0.00% | +11+122.2% | Added |
| Keating Financial Advisory Services, Inc. | 21 | $3.64K | 0.00% | +21 | New |
| Asset Dedication, LLC | 22 | $3.81K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 23 | $3.99K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 23 | $3.99K | 0.00% | +3+15.0% | Added |
| Frazier Financial Advisors, LLC | 23 | $3.99K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 24 | $4.16K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $4.16K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 26 | $4.51K | 0.00% | +4+18.2% | Added |
| LRI Investments, LLC | 28 | $4.85K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 28 | $4.85K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 29 | $5.03K | 0.00% | +29 | New |
| Simplex Trading, LLC | 31 | $5.37K | 0.00% | +31 | New |
| JFS Wealth Advisors, LLC | 33 | $5.72K | 0.00% | +7+26.9% | Added |
| Marquette Asset Management, LLC | 35 | $6.07K | 0.00% | +20+133.3% | Added |
| Ares Financial Consulting, LLC | 35 | $6.07K | 0.01% | +35 | New |
| Millstone Evans Group, LLC | 37 | $6.41K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 42 | $7.28K | 0.00% | −3−6.7% | Reduced |
| Brown Brothers Harriman & Co | 47 | $8.15K | 0.00% | +17+56.7% | Added |
| Bogart Wealth, LLC | 49 | $8.49K | 0.00% | +3+6.5% | Added |
| SBI Securities Co., Ltd. | 49 | $8.49K | 0.00% | +42+600.0% | Added |
| SageView Advisory Group, LLC | 52 | $9.01K | 0.00% | +52 | New |
| Farmers & Merchants Investments Inc | 53 | $9.19K | 0.00% | +3+6.0% | Added |
| Harbour Investments, Inc. | 57 | $9.88K | 0.00% | −45−44.1% | Reduced |
| Capital Advisors, Ltd. LLC | 56 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 60 | $10.4K | 0.00% | −6−9.1% | Reduced |
| Toronto Dominion Bank | 73 | $12.7K | 0.00% | +73 | New |
| Root Financial Partners, LLC | 75 | $13.0K | 0.00% | −42−35.9% | Reduced |
| Central Trust Co | 78 | $13.5K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 83 | $13.8K | 0.00% | +74+822.2% | Added |
| Elyxium Wealth, LLC | 85 | $14.7K | 0.00% | +85 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 97 | $16.2K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 99 | $17.2K | 0.00% | −50−33.6% | Reduced |
| Princeton Global Asset Management LLC | 100 | $17.3K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 101 | $17.5K | 0.01% | 00.0% | Unchanged |
| Torren Management, LLC | 102 | $17.7K | 0.01% | +102 | New |
| International Assets Investment Management, LLC | 108 | $18.7K | 0.00% | +108 | New |
| Whittier Trust Co | 123 | $20.8K | 0.00% | −148−54.6% | Reduced |
| Activest Wealth Management | 126 | $21.8K | 0.00% | +125+12,500.0% | Added |
| HM Payson & Co | 127 | $22.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 129 | $22.4K | 0.00% | +124+2,480.0% | Added |
| Siemens Fonds Invest GmbH | 147 | $25.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 155 | $26.9K | 0.02% | +155 | New |
| Group One Trading, L.P. | 163 | $28.3K | 0.00% | −509−75.7% | Reduced |
| Vega Investment Solutions | 163 | $28.3K | 0.00% | +163 | New |
| Pinnacle Wealth Planning Services, Inc. | 181 | $31.4K | 0.00% | +181 | New |