| Raleigh Capital Management Inc. | 0 | $25 | 0.00% | 0 | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $170 | 0.00% | +1 | New |
| IMG Wealth Management, Inc. | 1 | $170 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $170 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $170 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 2 | $339 | 0.00% | −1−33.3% | Reduced |
| Cypress Capital Management LLC (WY) | 2 | $339 | 0.00% | 00.0% | Unchanged |
| Lavaca Capital LLC | 2 | $339 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $339 | 0.00% | +2 | New |
| Motco | 3 | $509 | 0.00% | +3 | New |
| Financial Gravity Companies, Inc. | 3 | $509 | 0.00% | +3 | New |
| Medallion Wealth Advisors, LLC | 3 | $509 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $532 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $640 | 0.00% | +4 | New |
| Fortis Group Advisors, LLC | 4 | $678 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 4 | $678 | 0.00% | +4 | New |
| Davis Capital Management | 4 | $678 | 0.00% | +4 | New |
| West Paces Advisors Inc. | 4 | $678 | 0.00% | +4 | New |
| Abound Wealth Management | 4 | $700 | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 5 | $848 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $849 | 0.00% | +4+400.0% | Added |
| Owl Creek Wealth Partners LLC | 5 | $849 | 0.00% | +5 | New |
| Navigoe, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Planning Strategies Inc. | 6 | $1.02K | 0.00% | +6 | New |
| St Germain D J Co Inc | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 8 | $1.36K | 0.00% | −7−46.7% | Reduced |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 9 | $1.53K | 0.00% | +9 | New |
| Quest 10 Wealth Builders, Inc. | 9 | $1.53K | 0.00% | +9 | New |
| Breakwater Investment Management | 9 | $1.53K | 0.00% | +4+80.0% | Added |
| Godfrey Financial Associates, Inc. | 10 | $1.70K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 11 | $1.87K | 0.00% | +11 | New |
| Aberdeen Wealth Management LLC | 11 | $1.87K | 0.00% | +11 | New |
| Orion Capital Management LLC | 11 | $1.87K | 0.00% | +11 | New |
| Investors Portfolio Services LLC | 12 | $2.04K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 12 | $2.04K | 0.00% | +12 | New |
| PFS Partners, LLC | 12 | $2.05K | 0.00% | −12−50.0% | Reduced |
| Dogwood Wealth Management LLC | 13 | $2.21K | 0.00% | −2−13.3% | Reduced |
| Oakworth Capital, Inc. | 13 | $2.21K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 13 | $2.21K | 0.00% | +4+44.4% | Added |
| Activest Wealth Management | 14 | $2.38K | 0.00% | −111−88.8% | Reduced |
| Colonial Trust Co | 15 | $2.54K | 0.00% | −15−50.0% | Reduced |
| Ninepoint Partners LP | 15 | $2.54K | 0.00% | −25−62.5% | Reduced |
| SWAN Capital LLC | 15 | $2.54K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 18 | $3.05K | 0.00% | −3−14.3% | Reduced |
| Principia Wealth Advisory, LLC | 20 | $3.39K | 0.00% | +8+66.7% | Added |
| Westside Investment Management, Inc. | 20 | $3.39K | 0.00% | +20 | New |
| Albion Financial Group | 20 | $3.39K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $3.39K | 0.00% | +10+100.0% | Added |
| Compass Financial Management LLC | 24 | $3.86K | 0.00% | +24 | New |
| CGC Financial Services, LLC | 23 | $3.90K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 25 | $4.31K | 0.00% | +6+31.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 26 | $4.41K | 0.00% | +10+62.5% | Added |
| North Star Investment Management Corp. | 27 | $4.58K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 27 | $4.58K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 28 | $4.75K | 0.00% | +5+21.7% | Added |
| Creative Capital Management Investments LLC | 28 | $4.75K | 0.00% | +28 | New |
| MV Capital Management, Inc. | 28 | $4.75K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $4.92K | 0.00% | +2+7.4% | Added |
| Avion Wealth | 31 | $5.00K | 0.00% | +6+24.0% | Added |
| Strengthening Families & Communities, LLC | 30 | $5.09K | 0.00% | +30 | New |
| ROSS\JOHNSON & Associates LLC | 31 | $5.26K | 0.08% | +1+3.3% | Added |
| Raffa Wealth Management, LLC | 31 | $5.32K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 32 | $5.43K | 0.00% | +10+45.5% | Added |
| Ancora Advisors, LLC | 33 | $5.60K | 0.00% | −64−66.0% | Reduced |
| Capital Advisors, Ltd. LLC | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 36 | $6.11K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 38 | $6.45K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 39 | $6.58K | 0.00% | +19+95.0% | Added |
| Accent Capital Management, LLC | 39 | $6.62K | 0.00% | +39 | New |
| Heritage Wealth Advisors | 40 | $6.78K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 42 | $7.12K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 44 | $7.46K | 0.00% | +18+69.2% | Added |
| South State Corp. | 45 | $7.63K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 47 | $7.97K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 51 | $8.68K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 52 | $8.82K | 0.00% | +6+13.0% | Added |
| Ulland Investment Advisors, LLC | 53 | $9.00K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 56 | $9.50K | 0.00% | −3,850−98.6% | Reduced |
| NBT Bank N A | 59 | $10.0K | 0.00% | +59 | New |
| Ronald Blue Trust, Inc. | 61 | $10.3K | 0.00% | −34−35.8% | Reduced |
| Pinnacle Bancorp, Inc. | 65 | $11.0K | 0.00% | −30−31.6% | Reduced |
| Atlantic Trust, LLC | 65 | $11.0K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 65 | $11.0K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 67 | $11.4K | 0.01% | +10+17.5% | Added |
| Downshift Financial, LLC | 68 | $11.5K | 0.01% | +68 | New |
| Moisand Fitzgerald Tamayo, LLC | 70 | $11.9K | 0.00% | +70 | New |
| Prestige Wealth Management Group LLC | 75 | $12.6K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 75 | $12.7K | 0.01% | +75 | New |
| Acumen Wealth Advisors, LLC | 78 | $13.2K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 89 | $13.6K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 81 | $13.8K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 82 | $13.9K | 0.00% | −43−34.4% | Reduced |
| Smithfield Trust Co | 84 | $14.0K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 83 | $14.1K | 0.00% | +83 | New |
| TFC Financial Management | 84 | $14.3K | 0.00% | +49+140.0% | Added |
| Asset Planning,Inc | 84 | $14.3K | 0.01% | +25+42.4% | Added |
| Silver Grove Financial Group, Inc. | 85 | $14.4K | 0.01% | +85 | New |