| Avion Wealth | 9 | $0 | 0.00% | +9 | New |
| American Capital Advisory, LLC | 1 | $119 | 0.00% | +1 | New |
| TD Capital Management LLC | 1 | $121 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 1 | $130 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $133 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 2 | $237 | 0.00% | −2−50.0% | Reduced |
| Oakworth Capital, Inc. | 2 | $237 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $237 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2 | $237 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 2 | $237 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $237 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 3 | $331 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 3 | $344 | 0.00% | +1+50.0% | Added |
| Parkworth Wealth Management, Inc. | 3 | $355 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $355 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $356 | 0.00% | +3 | New |
| Frazier Financial Advisors, LLC | 4 | $474 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $474 | 0.00% | +3+300.0% | Added |
| Activest Wealth Management | 5 | $592 | 0.00% | +5 | New |
| TFC Financial Management | 5 | $593 | 0.00% | +5 | New |
| WealthTrak Capital Management LLC | 5 | $593 | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 6 | $711 | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 7 | $863 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 8 | $947 | 0.00% | +8 | New |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $1.07K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 10 | $1.18K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 10 | $1.18K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $1.18K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 10 | $1.18K | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $1.19K | 0.00% | −16−61.5% | Reduced |
| Private Wealth Management Group, LLC | 10 | $1.22K | 0.00% | −13−56.5% | Reduced |
| Boyd Watterson Asset Management LLC | 12 | $1.42K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 12 | $1.42K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $1.42K | 0.00% | +12 | New |
| Beacon Capital Management, LLC | 12 | $1.45K | 0.00% | −20−62.5% | Reduced |
| Cornerstone Planning Group LLC | 15 | $1.72K | 0.00% | +3+25.0% | Added |
| SJS Investment Consulting Inc. | 15 | $1.78K | 0.00% | +6+66.7% | Added |
| Chesapeake Asset Management LLC | 16 | $1.89K | 0.00% | +16 | New |
| Greenline Partners, LLC | 16 | $1.90K | 0.00% | +16 | New |
| ORG Wealth Partners, LLC | 16 | $1.90K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $2.01K | 0.00% | +3+21.4% | Added |
| Rialto Wealth Management, LLC | 17 | $2.01K | 0.00% | +17 | New |
| Fortitude Family Office, LLC | 19 | $2.25K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 20 | $2.37K | 0.00% | 00.0% | Unchanged |
| City State Bank | 20 | $2.37K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 20 | $2.37K | 0.00% | +20 | New |
| Cherry Tree Wealth Management, LLC | 20 | $2.37K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 21 | $2.49K | 0.00% | −14−40.0% | Reduced |
| Atlantic Trust, LLC | 21 | $2.49K | 0.00% | +21 | New |
| Tradewinds Capital Management, LLC | 22 | $2.57K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 22 | $2.60K | 0.00% | 00.0% | Unchanged |
| Putney Financial Group LLC | 23 | $2.72K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 23 | $2.72K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 24 | $2.84K | 0.00% | −530−95.7% | Reduced |
| Zions Bancorporation, National Association | 24 | $2.84K | 0.00% | +24 | New |
| Coston, McIsaac & Partners | 28 | $3.00K | 0.00% | −9−24.3% | Reduced |
| Dunhill Financial, LLC | 26 | $3.05K | 0.00% | −2−7.1% | Reduced |
| Fortis Group Advisors, LLC | 26 | $3.08K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 26 | $3.08K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 27 | $3.20K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 29 | $3.43K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 30 | $3.55K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 32 | $3.79K | 0.00% | +32 | New |
| First Pacific Financial | 33 | $3.91K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 33 | $3.91K | 0.00% | +33 | New |
| Binnacle Investments Inc | 34 | $4.03K | 0.00% | +34 | New |
| Raffa Wealth Management, LLC | 34 | $4.03K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 36 | $4.28K | 0.00% | −389−91.5% | Reduced |
| Addison Advisors LLC | 37 | $4.38K | 0.00% | −113−75.3% | Reduced |
| Spire Wealth Management | 39 | $4.62K | 0.00% | −75−65.8% | Reduced |
| ORG Partners LLC | 40 | $4.76K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 40 | $4.76K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 42 | $4.97K | 0.03% | +42 | New |
| Anfield Capital Management, LLC | 43 | $5.09K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 45 | $5.33K | 0.00% | −60−57.1% | Reduced |
| Wood Tarver Financial Group, LLC | 47 | $5.57K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 52 | $5.73K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 111 | $6.16K | 0.00% | +55+98.2% | Added |
| Financial Avengers, Inc. | 55 | $6.56K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 57 | $6.75K | 0.00% | −101−63.9% | Reduced |
| Skopos Labs, Inc. | 58 | $6.87K | 0.00% | +30+107.1% | Added |
| Princeton Global Asset Management LLC | 59 | $6.99K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 61 | $7.22K | 0.00% | −89−59.3% | Reduced |
| Ruedi Wealth Management, Inc. | 63 | $7.46K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 64 | $7.58K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 67 | $7.93K | 0.00% | +14+26.4% | Added |
| Ogorek Anthony Joseph | 73 | $8.00K | 0.00% | +73 | New |
| Bellwether Advisors, LLC | 71 | $8.41K | 0.00% | +1+1.4% | Added |
| Grove Bank & Trust | 73 | $8.64K | 0.00% | +32+78.0% | Added |
| Independence Bank of Kentucky | 83 | $9.83K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 90 | $10.7K | 0.00% | +1+1.1% | Added |
| Peregrine Capital Management LLC | 90 | $10.7K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 93 | $11.0K | 0.00% | −6−6.1% | Reduced |
| Laurel Wealth Advisors LLC | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 100 | $11.8K | 0.00% | +100 | New |
| Aventura Private Wealth, LLC | 101 | $11.9K | 0.01% | +1+1.0% | Added |
| Cromwell Holdings LLC | 102 | $12.1K | 0.01% | −121−54.3% | Reduced |
| JFS Wealth Advisors, LLC | 102 | $12.1K | 0.00% | −2−1.9% | Reduced |