| Quest 10 Wealth Builders, Inc. | 1 | $72 | 0.00% | −1−50.0% | Reduced |
| Cape Investment Advisory, Inc. | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 2 | $145 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $145 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 3 | $216 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 3 | $217 | 0.00% | +3 | New |
| Crewe Advisors LLC | 4 | $289 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 4 | $289 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 5 | $345 | 0.00% | +1+25.0% | Added |
| TD Waterhouse Canada Inc. | 5 | $359 | 0.00% | +5 | New |
| ORG Partners LLC | 5 | $360 | 0.00% | +5 | New |
| Chesapeake Asset Management LLC | 5 | $361 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $362 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $362 | 0.00% | +5 | New |
| Perkins Coie Trust Co | 7 | $505 | 0.00% | +7 | New |
| Hughes Financial Services, LLC | 7 | $505 | 0.00% | +7 | New |
| Bogart Wealth, LLC | 7 | $506 | 0.00% | +7 | New |
| CBIZ Investment Advisory Services, LLC | 7 | $506 | 0.00% | +7 | New |
| Caldwell Sutter Capital, Inc. | 8 | $578 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $578 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 8 | $580 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $651 | 0.00% | −181−95.3% | Reduced |
| Cornerstone Planning Group LLC | 10 | $662 | 0.00% | +8+400.0% | Added |
| Principia Wealth Advisory, LLC | 10 | $668 | 0.00% | +9+900.0% | Added |
| Beacon Capital Management, LLC | 10 | $723 | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 10 | $723 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $939 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14 | $1.01K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 14 | $1.01K | 0.00% | +14 | New |
| BankPlus Trust Department | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $1.30K | 0.00% | −4−18.2% | Reduced |
| Global Financial Private Client, LLC | 19 | $1.37K | 0.00% | +10+111.1% | Added |
| Stone House Investment Management, LLC | 20 | $1.45K | 0.00% | +20 | New |
| City State Bank | 22 | $1.59K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 23 | $1.66K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 25 | $1.81K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $1.81K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 25 | $2.00K | 0.00% | +12+92.3% | Added |
| Carolinas Wealth Consulting LLC | 28 | $2.02K | 0.00% | +5+21.7% | Added |
| Cullen/Frost Bankers, Inc. | 29 | $2.10K | 0.00% | +4+16.0% | Added |
| Bell Investment Advisors, Inc | 29 | $2.10K | 0.00% | −14−32.6% | Reduced |
| Manchester Capital Management LLC | 31 | $2.24K | 0.00% | −12−27.9% | Reduced |
| Colonial Trust Co | 32 | $2.31K | 0.00% | +4+14.3% | Added |
| TFC Financial Management | 33 | $2.38K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 36 | $2.60K | 0.00% | −376−91.3% | Reduced |
| Dunhill Financial, LLC | 38 | $2.72K | 0.00% | +5+15.2% | Added |
| Legacy Wealth Managment, LLC | 38 | $2.75K | 0.00% | +38 | New |
| United Community Bank | 39 | $2.82K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 39 | $2.82K | 0.00% | +11+39.3% | Added |
| Aspect Partners, LLC | 43 | $3.11K | 0.00% | +7+19.4% | Added |
| Rakuten Securities, Inc. | 44 | $3.18K | 0.00% | −1−2.2% | Reduced |
| Asset Dedication, LLC | 45 | $3.25K | 0.00% | −4−8.2% | Reduced |
| South Plains Financial, Inc. | 46 | $3.32K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 51 | $3.69K | 0.00% | +51 | New |
| Copia Wealth Management | 60 | $4.33K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 63 | $4.55K | 0.00% | −7−10.0% | Reduced |
| Private Wealth Management Group, LLC | 67 | $4.84K | 0.00% | −1−1.5% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 70 | $5.06K | 0.00% | +70 | New |
| Saudi Central Bank | 73 | $5.27K | 0.03% | +73 | New |
| Park Place Capital Corp | 75 | $5.42K | 0.00% | −22−22.7% | Reduced |
| DT Investment Partners, LLC | 75 | $5.42K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 78 | $5.64K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 81 | $5.85K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 82 | $5.92K | 0.00% | −27−24.8% | Reduced |
| Whipplewood Advisors, LLC | 73 | $6.00K | 0.00% | −10−12.0% | Reduced |
| South State Corp. | 88 | $6.36K | 0.00% | +88 | New |
| Semmax Financial Advisors Inc. | 88 | $6.37K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 100 | $7.22K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 100 | $7.22K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $7.23K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 110 | $8.00K | 0.00% | −17−13.4% | Reduced |
| Christopher J. Hasenberg, Inc | 111 | $8.01K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 111 | $8.02K | 0.00% | −84−43.1% | Reduced |
| Creative Financial Designs Inc | 113 | $8.16K | 0.00% | +25+28.4% | Added |
| Fortitude Family Office, LLC | 115 | $8.31K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 118 | $8.53K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 120 | $8.67K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 128 | $9.25K | 0.00% | −13−9.2% | Reduced |
| McIlrath & Eck, LLC | 136 | $9.83K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 136 | $9.83K | 0.00% | +136 | New |
| Johnson Financial Group, Inc. | 145 | $10.5K | 0.00% | −200−58.0% | Reduced |
| WPG Advisers, LLC | 146 | $10.5K | 0.01% | +113+342.4% | Added |
| SJS Investment Consulting Inc. | 147 | $10.6K | 0.00% | −6−3.9% | Reduced |
| Murphy & Mullick Capital Management Corp | 150 | $10.8K | 0.01% | +150 | New |
| EverSource Wealth Advisors, LLC | 150 | $10.8K | 0.00% | +9+6.4% | Added |
| Chelsea Counsel Co | 150 | $10.8K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 151 | $10.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 157 | $11.3K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 162 | $11.7K | 0.01% | +162 | New |
| REAP Financial Group, LLC | 165 | $11.9K | 0.00% | −1−0.6% | Reduced |
| Farmers & Merchants Investments Inc | 166 | $12.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 172 | $12.4K | 0.00% | −50−22.5% | Reduced |
| Sachetta, LLC | 186 | $13.4K | 0.01% | +32+20.8% | Added |
| Arlington Trust Co LLC | 189 | $13.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 190 | $13.7K | 0.00% | −41−17.7% | Reduced |
| Riverview Trust Co | 200 | $14.4K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 200 | $14.4K | 0.01% | +200 | New |
| GHP Investment Advisors, Inc. | 200 | $14.5K | 0.00% | 00.0% | Unchanged |