| Quest 10 Wealth Builders, Inc. | 1 | $137 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $172 | 0.00% | 0 | New |
| Creative Financial Designs Inc | 1 | $176 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $176 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1 | $176 | 0.00% | +1 | New |
| NorthAvenue LLC | 1 | $176 | 0.00% | +1 | New |
| Quantbot Technologies LP | 2 | $352 | 0.00% | −688−99.7% | Reduced |
| Country Trust Bank | 2 | $352 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $352 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $352 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $353 | 0.00% | +2 | New |
| Turning Point Benefit Group, Inc. | 3 | $527 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 3 | $528 | 0.00% | −3−50.0% | Reduced |
| DecisionPoint Financial, LLC | 3 | $528 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3 | $528 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 4 | $704 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $704 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $704 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 4 | $704 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 4 | $704 | 0.00% | +4 | New |
| Geneos Wealth Management Inc. | 5 | $880 | 0.00% | −24−82.8% | Reduced |
| Atwood & Palmer Inc | 5 | $880 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 5 | $880 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $880 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $880 | 0.00% | +4+400.0% | Added |
| Dunhill Financial, LLC | 5 | $893 | 0.00% | +2+66.7% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $900 | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 6 | $987 | 0.00% | +6 | New |
| Valley National Advisers Inc | 8 | $1.00K | 0.00% | +8 | New |
| Smithfield Trust Co | 6 | $1.00K | 0.00% | +6 | New |
| Albion Financial Group | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 8 | $1.42K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 9 | $1.58K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 9 | $1.58K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 9 | $1.58K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 9 | $1.58K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.76K | 0.00% | +10 | New |
| Indiana Trust & Investment Management CO | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 10 | $1.76K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 10 | $1.76K | 0.00% | +10 | New |
| MidFirst Bank | 10 | $1.76K | 0.00% | +10 | New |
| 1015 Capital Partners, LLC | 10 | $1.76K | 0.00% | +10 | New |
| Crewe Advisors LLC | 11 | $1.94K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 11 | $1.94K | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 11 | $1.94K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | −5,033−99.8% | Reduced |
| Rialto Wealth Management, LLC | 12 | $2.11K | 0.00% | +3+33.3% | Added |
| WestEnd Advisors, LLC | 12 | $2.11K | 0.00% | +8+200.0% | Added |
| Winnow Wealth LLC | 12 | $2.11K | 0.00% | +9+300.0% | Added |
| SJS Investment Consulting Inc. | 12 | $2.11K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 13 | $2.29K | 0.00% | +11+550.0% | Added |
| Hollencrest Capital Management | 13 | $2.29K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 13 | $2.29K | 0.00% | +3+30.0% | Added |
| DiNuzzo Private Wealth, Inc. | 14 | $2.46K | 0.00% | +12+600.0% | Added |
| Rossby Financial, LCC | 14 | $2.46K | 0.00% | +14 | New |
| Godfrey Financial Associates, Inc. | 14 | $2.46K | 0.00% | +14 | New |
| Fortis Group Advisors, LLC | 15 | $2.64K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 16 | $2.81K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 16 | $2.82K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 16 | $2.82K | 0.00% | +2+14.3% | Added |
| Transamerica Financial Advisors, Inc. | 17 | $2.94K | 0.00% | −2−10.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 17 | $2.99K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 17 | $3.04K | 0.00% | −82−82.8% | Reduced |
| Ameriflex Group, Inc. | 18 | $3.17K | 0.00% | −18−50.0% | Reduced |
| Nvest Wealth Strategies, Inc. | 19 | $3.34K | 0.00% | +19 | New |
| First United Bank Trust | 20 | $3.52K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $3.52K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 20 | $3.52K | 0.00% | +20 | New |
| Prosperity Bancshares Inc | 21 | $3.70K | 0.00% | +21 | New |
| Garner Asset Management Corp | 22 | $3.87K | 0.00% | +22 | New |
| Roble, Belko & Company, Inc | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 23 | $4.00K | 0.00% | +23 | New |
| Consultiva Wealth Management, Corp. | 25 | $4.40K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 25 | $4.40K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 25 | $4.40K | 0.00% | +25 | New |
| Optima Capital LLC | 25 | $4.40K | 0.00% | +25 | New |
| Ares Financial Consulting, LLC | 25 | $4.40K | 0.00% | +25 | New |
| Abound Wealth Management | 26 | $4.53K | 0.00% | +4+18.2% | Added |
| Rakuten Securities, Inc. | 27 | $4.75K | 0.00% | −22−44.9% | Reduced |
| Pinnacle Bancorp, Inc. | 27 | $4.75K | 0.00% | −5−15.6% | Reduced |
| J.Safra Asset Management Corp | 27 | $4.75K | 0.00% | +12+80.0% | Added |
| Bangor Savings Bank | 28 | $4.93K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 4,928 | $4.93K | 0.00% | +4,928 | New |
| Tower View Investment Management & Research LLC | 29 | $5.10K | 0.00% | 00.0% | Unchanged |
| American Wealth Advisors, LLC | 29 | $5.10K | 0.01% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 30 | $5.28K | 0.00% | −8−21.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 30 | $5.28K | 0.00% | −4−11.8% | Reduced |
| Barrett & Company, Inc. | 30 | $5.28K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 30 | $5.28K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 30 | $5.28K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 31 | $5.46K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 31 | $5.46K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 32 | $5.63K | 0.00% | +12+60.0% | Added |
| Sunbelt Securities, Inc. | 33 | $5.81K | 0.00% | −2−5.7% | Reduced |
| Truvestments Capital LLC | 33 | $5.81K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 33 | $5.81K | 0.00% | +6+22.2% | Added |