| Hazlett, Burt & Watson, Inc. | 5 | $0 | 0.00% | +5 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $72 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $144 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5 | $358 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 6 | $429 | 0.00% | +6 | New |
| Bogart Wealth, LLC | 7 | $501 | 0.00% | +7 | New |
| Halbert Hargrove Global Advisors, LLC | 7 | $502 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 7 | $502 | 0.00% | +7 | New |
| Winnow Wealth LLC | 9 | $599 | 0.00% | +3+50.0% | Added |
| MPWM Advisory Solutions, LLC | 9 | $644 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 12 | $857 | 0.00% | −2−14.3% | Reduced |
| Principia Wealth Advisory, LLC | 13 | $869 | 0.00% | +7+116.7% | Added |
| Mattson Financial Services, LLC | 13 | $931 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $971 | 0.00% | +5+55.6% | Added |
| TD Waterhouse Canada Inc. | 14 | $994 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 14 | $1.00K | 0.00% | −2−12.5% | Reduced |
| Core Alternative Capital | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Whipplewood Advisors, LLC | 107 | $1.07K | 0.00% | −75−41.2% | Reduced |
| Aspect Partners, LLC | 15 | $1.07K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 15 | $1.07K | 0.00% | +15 | New |
| Clark Wealth Partners | 17 | $1.22K | 0.00% | +2+13.3% | Added |
| NVWM, LLC | 18 | $1.29K | 0.00% | +5+38.5% | Added |
| Dogwood Wealth Management LLC | 18 | $1.29K | 0.00% | +18 | New |
| Harbour Investments, Inc. | 18 | $1.29K | 0.00% | −22−55.0% | Reduced |
| Carolinas Wealth Consulting LLC | 19 | $1.36K | 0.00% | −5−20.8% | Reduced |
| Albion Financial Group | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $1.44K | 0.00% | +12+150.0% | Added |
| Private Trust Co NA | 21 | $1.50K | 0.00% | −2−8.7% | Reduced |
| Financial Management Professionals, Inc. | 25 | $1.81K | 0.00% | −11−30.6% | Reduced |
| Pacific Center for Financial Services | 26 | $1.86K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 28 | $2.00K | 0.00% | +28 | New |
| Hantz Financial Services, Inc. | 26 | $2.00K | 0.00% | +26 | New |
| Addison Advisors LLC | 28 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $2.15K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $2.29K | 0.00% | −14−30.4% | Reduced |
| Fortitude Family Office, LLC | 32 | $2.29K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 34 | $2.43K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 35 | $2.51K | 0.00% | +25+250.0% | Added |
| Cape Investment Advisory, Inc. | 38 | $2.72K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 38 | $2.75K | 0.00% | +38 | New |
| Legacy Wealth Managment, LLC | 40 | $2.86K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 40 | $2.87K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 43 | $3.08K | 0.00% | −17−28.3% | Reduced |
| Medallion Wealth Advisors, LLC | 46 | $3.28K | 0.00% | +46 | New |
| Activest Wealth Management | 46 | $3.29K | 0.00% | +46 | New |
| Sierra Ocean, LLC | 47 | $3.40K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 49 | $3.52K | 0.00% | −17−25.8% | Reduced |
| Adirondack Trust Co | 50 | $3.58K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 51 | $3.65K | 0.00% | −33−39.3% | Reduced |
| Flaharty Asset Management, LLC | 51 | $3.65K | 0.00% | +51 | New |
| Sachetta, LLC | 52 | $3.72K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 53 | $3.79K | 0.00% | +3+6.0% | Added |
| Park Place Capital Corp | 54 | $3.87K | 0.00% | +26+92.9% | Added |
| Tradewinds Capital Management, LLC | 55 | $3.94K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 60 | $4.00K | 0.00% | −390−86.7% | Reduced |
| Red Tortoise LLC | 60 | $4.29K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 63 | $4.51K | 0.00% | +8+14.5% | Added |
| South State Corp. | 65 | $4.65K | 0.00% | +65 | New |
| Roxbury Financial LLC | 65 | $4.84K | 0.00% | +1+1.6% | Added |
| GW&K Investment Management, LLC | 67 | $5.00K | 0.00% | −16−19.3% | Reduced |
| Brown Brothers Harriman & Co | 72 | $5.15K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 79 | $5.66K | 0.00% | −134−62.9% | Reduced |
| Iron Horse Wealth Management, LLC | 83 | $5.94K | 0.00% | +83 | New |
| Hemington Wealth Management | 108 | $7.00K | 0.00% | −9−7.7% | Reduced |
| Anchor Investment Management, LLC | 100 | $7.16K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 105 | $7.52K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 106 | $7.59K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 106 | $7.61K | 0.00% | +1+1.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 111 | $7.95K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 118 | $8.00K | 0.00% | +118 | New |
| MJT & Associates Financial Advisory Group, Inc. | 113 | $8.09K | 0.01% | +113 | New |
| IFP Advisors, Inc | 122 | $8.73K | 0.00% | +39+47.0% | Added |
| Semmax Financial Advisors Inc. | 125 | $8.75K | 0.00% | +1+0.8% | Added |
| Private Wealth Management Group, LLC | 134 | $9.59K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 134 | $9.59K | 0.05% | +134 | New |
| West Paces Advisors Inc. | 140 | $10.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 142 | $10.2K | 0.00% | −66−31.7% | Reduced |
| Rise Advisors, LLC | 149 | $10.7K | 0.00% | +149 | New |
| Beacon Capital Management, LLC | 170 | $12.2K | 0.00% | +2+1.2% | Added |
| MV Capital Management, Inc. | 190 | $13.6K | 0.00% | −2−1.0% | Reduced |
| REAP Financial Group, LLC | 194 | $13.9K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 200 | $14.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 200 | $14.3K | 0.00% | 00.0% | Unchanged |
| Tobam | 214 | $15.0K | 0.01% | −256−54.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 212 | $15.2K | 0.00% | +191+909.5% | Added |
| NewSquare Capital LLC | 218 | $15.6K | 0.00% | +207+1,881.8% | Added |
| NBC Securities, Inc. | 230 | $16.0K | 0.00% | +230 | New |
| Farmers & Merchants Investments Inc | 228 | $16.3K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 250 | $17.9K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 252 | $18.0K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 260 | $18.6K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 261 | $18.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 270 | $19.3K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 277 | $19.8K | 0.00% | −60−17.8% | Reduced |
| Silvant Capital Management LLC | 311 | $22.3K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 315 | $22.6K | 0.01% | +3+1.0% | Added |
| Lazard Asset Management LLC | 333 | $23.0K | 0.00% | −12−3.5% | Reduced |
| Cohen & Steers, Inc. | 317 | $23.0K | 0.00% | +9+2.9% | Added |