| Pin Oak Investment Advisors Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 9 | $0 | 0.00% | +9 | New |
| Toth Financial Advisory Corp | 2 | $62 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3 | $93 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $124 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 6 | $186 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $217 | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $248 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 9 | $279 | 0.00% | +9 | New |
| Caldwell Sutter Capital, Inc. | 10 | $310 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 10 | $310 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 10 | $310 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 10 | $320 | 0.02% | −1−9.1% | Reduced |
| Financial Freedom, LLC | 11 | $356 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 13 | $366 | 0.00% | +1+8.3% | Added |
| Kestra Investment Management, LLC | 14 | $434 | 0.00% | −647−97.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 16 | $464 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 15 | $465 | 0.00% | −23−60.5% | Reduced |
| WealthTrak Capital Management LLC | 15 | $465 | 0.00% | +10+200.0% | Added |
| MorganRosel Wealth Management, LLC | 16 | $496 | 0.00% | +16 | New |
| Winnow Wealth LLC | 18 | $539 | 0.00% | +6+50.0% | Added |
| Clark Wealth Partners | 19 | $589 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 23 | $713 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 25 | $775 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 26 | $806 | 0.00% | +26 | New |
| Financial Network Wealth Advisors LLC | 28 | $868 | 0.00% | +28 | New |
| UMA Financial Services, Inc. | 29 | $899 | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 31 | $961 | 0.00% | +2+6.9% | Added |
| McClarren Financial Advisors, Inc. | 39 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 33 | $1.02K | 0.00% | +25+312.5% | Added |
| HHM Wealth Advisors, LLC | 34 | $1.05K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 35 | $1.08K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 35 | $1.08K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 38 | $1.18K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 41 | $1.27K | 0.00% | −3,474−98.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 42 | $1.30K | 0.00% | +42 | New |
| Cordant, Inc. | 45 | $1.40K | 0.00% | +45 | New |
| Addison Advisors LLC | 45 | $1.40K | 0.00% | +45 | New |
| Hughes Financial Services, LLC | 46 | $1.43K | 0.00% | +46 | New |
| Prestige Wealth Management Group LLC | 50 | $1.55K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 50 | $1.55K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 50 | $1.55K | 0.00% | +50 | New |
| Riggs Asset Managment Co. Inc. | 53 | $1.64K | 0.00% | +35+194.4% | Added |
| Beacon Capital Management, LLC | 57 | $1.77K | 0.00% | +57 | New |
| MPWM Advisory Solutions, LLC | 60 | $1.86K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 63 | $1.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 69 | $2.14K | 0.00% | −30−30.3% | Reduced |
| Vision Financial Markets LLC | 75 | $2.33K | 0.00% | +75 | New |
| MB, Levis & Associates, LLC | 80 | $2.48K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 81 | $2.51K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 90 | $2.79K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 100 | $3.10K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 100 | $3.10K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 100 | $3.10K | 0.00% | 00.0% | Unchanged |
| Promus Capital, LLC | 100 | $3.10K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 113 | $3.50K | 0.00% | +37+48.7% | Added |
| Anchor Investment Management, LLC | 126 | $3.91K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 141 | $4.37K | 0.00% | +141 | New |
| Carolinas Wealth Consulting LLC | 147 | $4.56K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 148 | $4.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 149 | $4.62K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 149 | $4.62K | 0.00% | +149 | New |
| Wiser Advisor Group LLC | 150 | $4.65K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 160 | $4.96K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 150 | $5.00K | 0.00% | +150 | New |
| Cetera Trust Company, N.A | 167 | $5.18K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 169 | $5.24K | 0.00% | +10+6.3% | Added |
| Zions Bancorporation, National Association | 171 | $5.30K | 0.00% | +171 | New |
| JFS Wealth Advisors, LLC | 175 | $5.42K | 0.00% | +37+26.8% | Added |
| Golden State Wealth Management, LLC | 179 | $5.55K | 0.00% | +20+12.6% | Added |
| Spire Wealth Management | 188 | $5.83K | 0.00% | +24+14.6% | Added |
| Smithfield Trust Co | 226 | $6.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 200 | $6.20K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 200 | $6.20K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 209 | $6.48K | 0.01% | +33+18.8% | Added |
| Binnacle Investments Inc | 217 | $6.73K | 0.00% | +217 | New |
| Sound Income Strategies, LLC | 218 | $6.76K | 0.00% | +50+29.8% | Added |
| Bogart Wealth, LLC | 226 | $7.01K | 0.00% | +111+96.5% | Added |
| Wolff Wiese Magana LLC | 228 | $7.07K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 233 | $7.22K | 0.04% | +233 | New |
| Brown Brothers Harriman & Co | 239 | $7.41K | 0.00% | −142−37.3% | Reduced |
| BFSG, LLC | 250 | $7.75K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 253 | $7.84K | 0.00% | −89−26.0% | Reduced |
| Parkside Financial Bank & Trust | 254 | $7.87K | 0.00% | −14−5.2% | Reduced |
| Grove Bank & Trust | 264 | $8.18K | 0.00% | +264 | New |
| South State Corp. | 266 | $8.25K | 0.00% | +266 | New |
| Meeder Asset Management Inc | 268 | $8.31K | 0.00% | −187−41.1% | Reduced |
| HM Payson & Co | 273 | $8.46K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 278 | $8.62K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 280 | $8.68K | 0.00% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 280 | $8.68K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 283 | $8.77K | 0.00% | −31−9.9% | Reduced |
| Strategic Investment Solutions, Inc. | 300 | $9.30K | 0.00% | −1,204−80.1% | Reduced |
| Central Trust Co | 300 | $9.30K | 0.00% | −70−18.9% | Reduced |
| Stone House Investment Management, LLC | 317 | $9.83K | 0.00% | +317 | New |
| Private Wealth Asset Management, LLC | 347 | $10.8K | 0.00% | +347 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 370 | $11.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 377 | $11.7K | 0.01% | +16+4.4% | Added |
| Colonial Trust Advisors | 400 | $12.4K | 0.00% | 00.0% | Unchanged |