| Wood Tarver Financial Group, LLC | 3 | $0 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 1 | $104 | 0.00% | −82−98.8% | Reduced |
| Parallax Volatility Advisers, L.P. | 1 | $104 | 0.00% | +1 | New |
| Activest Wealth Management | 2 | $208 | 0.00% | +2 | New |
| Country Trust Bank | 3 | $312 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3 | $313 | 0.00% | −61−95.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 4 | $415 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 4 | $432 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $520 | 0.00% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 5 | $520 | 0.00% | +5 | New |
| Beacon Capital Management, LLC | 5 | $521 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $521 | 0.00% | +5 | New |
| Legacy Investment Solutions, LLC | 5 | $531 | 0.00% | +3+150.0% | Added |
| Legacy Wealth Managment, LLC | 5 | $531 | 0.00% | +3+150.0% | Added |
| Winnow Wealth LLC | 7 | $647 | 0.00% | +7 | New |
| Highline Wealth Partners LLC | 7 | $728 | 0.00% | +2+40.0% | Added |
| MPWM Advisory Solutions, LLC | 9 | $936 | 0.00% | +9 | New |
| BOK Financial Private Wealth, Inc. | 9 | $964 | 0.00% | +9 | New |
| Picton Mahoney Asset Management | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 10 | $1.04K | 0.00% | +5+100.0% | Added |
| Parkworth Wealth Management, Inc. | 11 | $1.14K | 0.00% | +11 | New |
| Cape Investment Advisory, Inc. | 12 | $1.25K | 0.00% | +12 | New |
| TD Capital Management LLC | 13 | $1.36K | 0.00% | +13 | New |
| Old Second National Bank of Aurora | 14 | $1.46K | 0.00% | +14 | New |
| Anchor Investment Management, LLC | 15 | $1.56K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $1.56K | 0.00% | +15 | New |
| Tortoise Investment Management, LLC | 18 | $1.87K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 18 | $1.87K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 18 | $1.87K | 0.00% | +18 | New |
| Kayne Anderson Rudnick Investment Management LLC | 19 | $1.98K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 19 | $1.98K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 20 | $2.08K | 0.00% | +4+25.0% | Added |
| Newbridge Financial Services Group, Inc. | 20 | $2.08K | 0.00% | +20 | New |
| Harbor Investment Advisory, LLC | 21 | $2.18K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 21 | $2.18K | 0.00% | +21 | New |
| Capital A Wealth Management, LLC | 24 | $2.50K | 0.00% | +24 | New |
| Beaird Harris Wealth Management, LLC | 24 | $2.50K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 24 | $2.50K | 0.00% | +18+300.0% | Added |
| WealthTrak Capital Management LLC | 29 | $3.02K | 0.00% | +29 | New |
| Red Tortoise LLC | 31 | $3.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $3.30K | 0.00% | +9+42.9% | Added |
| Addison Advisors LLC | 32 | $3.33K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 32 | $3.33K | 0.00% | +32 | New |
| HGK Asset Management Inc | 33 | $3.43K | 0.00% | 00.0% | Unchanged |
| New Wave Wealth Advisors LLC | 33 | $3.43K | 0.00% | +33 | New |
| Trifecta Capital Advisors, LLC | 34 | $3.54K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 34 | $3.54K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 34 | $3.54K | 0.00% | +34 | New |
| Sandy Spring Bank | 36 | $3.75K | 0.00% | −736−95.3% | Reduced |
| South State Corp. | 38 | $3.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $4.00K | 0.00% | +10+28.6% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 36 | $4.00K | 0.00% | +32+800.0% | Added |
| Truvestments Capital LLC | 41 | $4.23K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 41 | $4.26K | 0.00% | +41 | New |
| 1620 Investment Advisors, Inc. | 44 | $4.58K | 0.00% | +44 | New |
| Jackson, Grant Investment Advisers, Inc. | 45 | $4.68K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 46 | $4.79K | 0.00% | +46 | New |
| HM Payson & Co | 46 | $4.79K | 0.00% | −12−20.7% | Reduced |
| Carolinas Wealth Consulting LLC | 47 | $5.03K | 0.00% | +5+11.9% | Added |
| Aspect Partners, LLC | 49 | $5.10K | 0.00% | −11−18.3% | Reduced |
| High Note Wealth, LLC | 49 | $5.10K | 0.00% | +49 | New |
| SJS Investment Consulting Inc. | 51 | $5.31K | 0.00% | −24−32.0% | Reduced |
| Transce3nd, LLC | 51 | $5.31K | 0.00% | +51 | New |
| Sachetta, LLC | 53 | $5.53K | 0.00% | +7+15.2% | Added |
| WR Wealth Planners, LLC | 56 | $5.83K | 0.00% | +10+21.7% | Added |
| Stephens Consulting, LLC | 56 | $5.83K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 57 | $5.93K | 0.00% | +57 | New |
| Carolina Wealth Advisors, LLC | 58 | $6.03K | 0.00% | −6,775−99.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 58 | $6.18K | 0.00% | −44−43.1% | Reduced |
| Iron Horse Wealth Management, LLC | 60 | $6.24K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 59 | $6.48K | 0.00% | −93−61.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 63 | $6.55K | 0.00% | −1−1.6% | Reduced |
| Semmax Financial Advisors Inc. | 69 | $7.27K | 0.00% | +2+3.0% | Added |
| Raffa Wealth Management, LLC | 70 | $7.28K | 0.00% | −5−6.7% | Reduced |
| Private Wealth Management Group, LLC | 72 | $7.49K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 73 | $7.59K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 73 | $7.59K | 0.00% | +8+12.3% | Added |
| Park Square Financial Group, LLC | 75 | $7.80K | 0.01% | +75 | New |
| Continuum Advisory, LLC | 77 | $8.01K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 81 | $8.43K | 0.00% | +81 | New |
| TCTC Holdings, LLC | 82 | $8.53K | 0.00% | +82 | New |
| Clear Street Markets LLC | 83 | $8.63K | 0.00% | +83 | New |
| Edge Capital Group, LLC | 17,395 | $9.05K | 0.00% | +17,395 | New |
| Quest 10 Wealth Builders, Inc. | 87 | $9.05K | 0.01% | +87 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 91 | $9.47K | 0.02% | +91 | New |
| Abound Wealth Management | 96 | $10.0K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 106 | $11.0K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 107 | $11.1K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 108 | $11.2K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 109 | $11.3K | 0.01% | +109 | New |
| JNBA Financial Advisors | 109 | $11.3K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 111 | $11.5K | 0.01% | −25−18.4% | Reduced |
| Bayforest Capital Ltd | 117 | $12.2K | 0.02% | +117 | New |
| Ruedi Wealth Management, Inc. | 120 | $12.5K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 120 | $12.5K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 125 | $13.0K | 0.00% | −452−78.3% | Reduced |
| FLP Wealth Management, LLC | 126 | $13.1K | 0.03% | +126 | New |
| Bell Investment Advisors, Inc | 129 | $13.4K | 0.00% | −8−5.8% | Reduced |
| Zions Bancorporation, N.A. | 134 | $13.9K | 0.00% | 00.0% | Unchanged |