| Cape Investment Advisory, Inc. | 3 | $120 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4 | $160 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 4 | $160 | 0.00% | +4 | New |
| Chesapeake Asset Management LLC | 5 | $200 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 5 | $200 | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 5 | $201 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $201 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 6 | $241 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 7 | $281 | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 9 | $361 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 9 | $361 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $361 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 12 | $481 | 0.00% | +12 | New |
| Hughes Financial Services, LLC | 15 | $606 | 0.00% | +15 | New |
| Principia Wealth Advisory, LLC | 18 | $687 | 0.00% | +4+28.6% | Added |
| TFC Financial Management | 19 | $769 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 21 | $842 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 23 | $922 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 23 | $922 | 0.00% | +23 | New |
| UMA Financial Services, Inc. | 24 | $963 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 37 | $1.00K | 0.00% | +37 | New |
| Hantz Financial Services, Inc. | 25 | $1.00K | 0.00% | +25 | New |
| Millstone Evans Group, LLC | 27 | $1.08K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 30 | $1.20K | 0.00% | +10+50.0% | Added |
| Rialto Wealth Management, LLC | 32 | $1.28K | 0.00% | +32 | New |
| Raffa Wealth Management, LLC | 35 | $1.40K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $1.48K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 39 | $1.56K | 0.00% | +28+254.5% | Added |
| SJS Investment Consulting Inc. | 40 | $1.60K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 40 | $1.60K | 0.00% | +16+66.7% | Added |
| SOA Wealth Advisors, LLC. | 48 | $1.93K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 56 | $2.06K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 54 | $2.17K | 0.00% | +54 | New |
| Barnes Dennig Private Wealth Management LLC | 54 | $2.17K | 0.00% | +54 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 64 | $2.58K | 0.01% | −9−12.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 65 | $2.61K | 0.00% | +8+14.0% | Added |
| Capital A Wealth Management, LLC | 71 | $2.85K | 0.00% | +53+294.4% | Added |
| TCTC Holdings, LLC | 74 | $2.97K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 75 | $3.01K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 80 | $3.21K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 82 | $3.29K | 0.00% | +82 | New |
| Ameriflex Group, Inc. | 83 | $3.31K | 0.00% | +1+1.2% | Added |
| Riggs Asset Managment Co. Inc. | 86 | $3.45K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 90 | $3.61K | 0.00% | +90 | New |
| Quest 10 Wealth Builders, Inc. | 91 | $3.65K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 92 | $3.69K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 97 | $3.88K | 0.00% | −7−6.7% | Reduced |
| Carolinas Wealth Consulting LLC | 100 | $4.01K | 0.00% | −19−16.0% | Reduced |
| TD Capital Management LLC | 100 | $4.03K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 107 | $4.29K | 0.00% | +37+52.9% | Added |
| Flaharty Asset Management, LLC | 110 | $4.41K | 0.00% | +110 | New |
| MV Capital Management, Inc. | 114 | $4.57K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 115 | $4.60K | 0.00% | +1+0.9% | Added |
| True Wealth Design, LLC | 115 | $4.61K | 0.00% | +89+342.3% | Added |
| Bartlett & Co. Wealth Management LLC | 117 | $4.69K | 0.00% | +3+2.6% | Added |
| Glen Eagle Advisors, LLC | 118 | $4.72K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 129 | $5.17K | 0.00% | +93+258.3% | Added |
| Cornerstone Planning Group LLC | 149 | $5.86K | 0.00% | +128+609.5% | Added |
| First Horizon Advisors, Inc. | 146 | $5.89K | 0.00% | +22+17.7% | Added |
| SBI Securities Co., Ltd. | 148 | $5.93K | 0.00% | −20−11.9% | Reduced |
| Smithfield Trust Co | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 176 | $7.06K | 0.00% | −13−6.9% | Reduced |
| Darwin Advisors, LLC | 192 | $7.08K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 167 | $7.10K | 0.00% | +2+1.2% | Added |
| FSA Wealth Management LLC | 181 | $7.26K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 181 | $7.26K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 184 | $7.38K | 0.04% | +184 | New |
| Bellevue Asset Management, LLC | 184 | $7.39K | 0.00% | +1+0.5% | Added |
| Zions Bancorporation, National Association | 187 | $7.50K | 0.00% | +187 | New |
| DT Investment Partners, LLC | 198 | $7.94K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 204 | $8.18K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 205 | $8.22K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 226 | $9.13K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 241 | $9.66K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 244 | $9.78K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 250 | $10.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 250 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 257 | $10.3K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 282 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 280 | $11.2K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 280 | $11.2K | 0.00% | +5+1.8% | Added |
| GF Fund Management Co. Ltd. | 290 | $11.6K | 0.00% | −6−2.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 297 | $11.9K | 0.01% | +241+430.4% | Added |
| Graybill Bartz & Assoc Ltd | 300 | $12.0K | 0.00% | +300 | New |
| Grove Bank & Trust | 321 | $12.9K | 0.00% | +200+165.3% | Added |
| S&T Bank | 327 | $13.1K | 0.00% | +32+10.8% | Added |
| Webster Bank, N. A. | 330 | $13.2K | 0.00% | 00.0% | Unchanged |
| Motco | 332 | $13.3K | 0.00% | −237−41.7% | Reduced |
| NewSquare Capital LLC | 332 | $13.3K | 0.00% | +285+606.4% | Added |
| Crewe Advisors LLC | 335 | $13.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 346 | $13.9K | 0.00% | −1,214−77.8% | Reduced |
| Bryn Mawr Trust Co | 347 | $13.9K | 0.00% | −38−9.9% | Reduced |
| Beacon Capital Management, LLC | 359 | $14.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 378 | $15.2K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 383 | $15.4K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 395 | $15.8K | 0.01% | 00.0% | Unchanged |