| Quest 10 Wealth Builders, Inc. | 1 | $279 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $286 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 1 | $288 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $288 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1 | $288 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $288 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1 | $288 | 0.00% | +1 | New |
| Heartwood Wealth Advisors LLC | 1 | $288 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $288 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $289 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $573 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 2 | $576 | 0.00% | −5−71.4% | Reduced |
| NVWM, LLC | 2 | $576 | 0.00% | −1−33.3% | Reduced |
| Highline Wealth Partners LLC | 2 | $576 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $576 | 0.00% | +1+100.0% | Added |
| Texas Capital Bancshares Inc | 2 | $576 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 2 | $577 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $577 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $577 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 3 | $864 | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 3 | $864 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $864 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $865 | 0.00% | −5−62.5% | Reduced |
| True Wealth Design, LLC | 3 | $865 | 0.00% | −1−25.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $865 | 0.00% | −1−25.0% | Reduced |
| Atlantic Trust, LLC | 3 | $865 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $865 | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 3 | $865 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3 | $865 | 0.00% | +3 | New |
| Sound Income Strategies, LLC | 3 | $873 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4 | $1.15K | 0.00% | −3−42.9% | Reduced |
| HFM Investment Advisors, LLC | 4 | $1.15K | 0.00% | −1−20.0% | Reduced |
| CoreCap Advisors, LLC | 4 | $1.15K | 0.00% | +2+100.0% | Added |
| Wealth Watch Advisors, INC | 4 | $1.15K | 0.00% | −56−93.3% | Reduced |
| South State Corp. | 4 | $1.15K | 0.00% | −8−66.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $1.44K | 0.00% | +1+25.0% | Added |
| Guerra Advisors Inc | 5 | $1.44K | 0.00% | +5 | New |
| UMA Financial Services, Inc. | 5 | $1.44K | 0.00% | −3−37.5% | Reduced |
| Rialto Wealth Management, LLC | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $1.62K | 0.00% | +1+20.0% | Added |
| Cullen/Frost Bankers, Inc. | 6 | $1.73K | 0.00% | −15−71.4% | Reduced |
| Tortoise Investment Management, LLC | 6 | $1.73K | 0.00% | +3+100.0% | Added |
| Marquette Asset Management, LLC | 6 | $1.73K | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 6 | $1.73K | 0.00% | +6 | New |
| Winnow Wealth LLC | 6 | $1.73K | 0.00% | +6 | New |
| Ogorek Anthony Joseph | 10 | $2.00K | 0.00% | −4−28.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 7 | $2.02K | 0.00% | +7 | New |
| Provenance Wealth Advisors, LLC | 8 | $2.30K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 8 | $2.31K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 9 | $2.59K | 0.00% | +9 | New |
| Washington Trust Advisors, Inc. | 9 | $2.64K | 0.00% | −9−50.0% | Reduced |
| Raffa Wealth Management, LLC | 10 | $2.88K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 10 | $2.88K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $3.17K | 0.00% | −2−15.4% | Reduced |
| Harbor Investment Advisory, LLC | 11 | $3.17K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 12 | $3.46K | 0.00% | −13−52.0% | Reduced |
| Manning & Napier Advisors LLC | 12 | $3.46K | 0.00% | +12 | New |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $3.75K | 0.00% | −3−18.8% | Reduced |
| Abound Wealth Management | 13 | $3.75K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 15 | $4.00K | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 14 | $4.03K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $4.03K | 0.00% | +2+16.7% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $4.23K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 15 | $4.32K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 16 | $4.61K | 0.00% | −1−5.9% | Reduced |
| Horizon Financial Services, LLC | 17 | $4.90K | 0.00% | +15+750.0% | Added |
| Capital Advisors, Ltd. LLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 18 | $5.18K | 0.01% | +7+63.6% | Added |
| Bruce G. Allen Investments, LLC | 21 | $6.05K | 0.00% | −19−47.5% | Reduced |
| Kilter Group LLC | 21 | $6.05K | 0.00% | −2−8.7% | Reduced |
| SBI Securities Co., Ltd. | 22 | $6.34K | 0.00% | +21+2,100.0% | Added |
| Private Wealth Management Group, LLC | 23 | $6.63K | 0.00% | −3−11.5% | Reduced |
| Crewe Advisors LLC | 26 | $7.49K | 0.00% | +26 | New |
| Consultiva Wealth Management, Corp. | 27 | $7.78K | 0.02% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 29 | $8.35K | 0.00% | −40−58.0% | Reduced |
| Zions Bancorporation, National Association | 29 | $8.35K | 0.00% | −2−6.5% | Reduced |
| Oakworth Capital, Inc. | 31 | $8.93K | 0.00% | +31 | New |
| Steigerwald, Gordon & Koch Inc. | 31 | $8.93K | 0.00% | +31 | New |
| Fortitude Family Office, LLC | 33 | $9.51K | 0.00% | −4−10.8% | Reduced |
| Birchbrook, Inc. | 37 | $10.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 42 | $10.7K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 39 | $11.2K | 0.00% | +29+290.0% | Added |
| Chilton Capital Management LLC | 41 | $11.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 44 | $12.7K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $13.3K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 46 | $13.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 46 | $13.3K | 0.00% | +46 | New |
| Rise Advisors, LLC | 47 | $13.5K | 0.00% | +5+11.9% | Added |
| Geneos Wealth Management Inc. | 48 | $13.8K | 0.00% | −52−52.0% | Reduced |
| Rothschild Investment LLC | 48 | $13.8K | 0.00% | −7−12.7% | Reduced |
| Clearstead Advisors, LLC | 52 | $15.0K | 0.00% | −27−34.2% | Reduced |
| Larson Financial Group LLC | 53 | $15.3K | 0.00% | −19−26.4% | Reduced |
| Farmers & Merchants Investments Inc | 53 | $15.3K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 53 | $15.3K | 0.00% | +1+1.9% | Added |
| Wealthspire Advisors, LLC | 53 | $15.3K | 0.00% | +53 | New |
| SJS Investment Consulting Inc. | 54 | $15.6K | 0.00% | +46+575.0% | Added |
| Beaird Harris Wealth Management, LLC | 56 | $16.1K | 0.00% | −26−31.7% | Reduced |