| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Sankala Group LLC | 1 | $140 | 0.00% | +1 | New |
| NVWM, LLC | 1 | $152 | 0.00% | +1 | New |
| Redwood Park Advisors LLC | 1 | $153 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $153 | 0.00% | +1 | New |
| Trifecta Capital Advisors, LLC | 1 | $153 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $302 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $305 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 2 | $305 | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 2 | $305 | 0.00% | +2 | New |
| IMA Wealth, Inc. | 2 | $307 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $458 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $609 | 0.00% | +4 | New |
| Financial Consulate, Inc | 4 | $615 | 0.00% | +2+100.0% | Added |
| Quaker Wealth Management, LLC | 5 | $762 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5 | $762 | 0.00% | +5 | New |
| Tidemark, LLC | 6 | $914 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 9 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 9 | $1.37K | 0.00% | +9 | New |
| Triumph Capital Management | 9 | $1.42K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 10 | $1.51K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $1.52K | 0.00% | +1+11.1% | Added |
| HFM Investment Advisors, LLC | 10 | $1.52K | 0.00% | +5+100.0% | Added |
| Bryn Mawr Trust Co | 10 | $1.52K | 0.00% | +10 | New |
| Mosley Wealth Management | 11 | $1.68K | 0.00% | +11 | New |
| Lloyd Advisory Services, LLC. | 11 | $1.73K | 0.00% | +11 | New |
| Noble Wealth Management PBC | 12 | $1.83K | 0.00% | +12 | New |
| American Capital Advisory, LLC | 12 | $1.83K | 0.00% | +9+300.0% | Added |
| Hazlett, Burt & Watson, Inc. | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 14 | $2.06K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 14 | $2.13K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 14 | $2.13K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 14 | $2.13K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 14 | $2.13K | 0.00% | +14 | New |
| Valley National Advisers Inc | 14 | $2.13K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 15 | $2.28K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $2.29K | 0.00% | +2+15.4% | Added |
| Provenance Wealth Advisors, LLC | 16 | $2.44K | 0.00% | +16 | New |
| Valued Wealth Advisors LLC | 16 | $2.46K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 18 | $2.74K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 18 | $2.74K | 0.00% | +8+80.0% | Added |
| Torren Management, LLC | 19 | $2.91K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 19 | $2.92K | 0.00% | −61−76.3% | Reduced |
| Manning & Napier Advisors LLC | 19 | $2.93K | 0.00% | +16+533.3% | Added |
| Wilkerson Advisory Group LLC | 20 | $3.05K | 0.00% | −3−13.0% | Reduced |
| Harbor Investment Advisory, LLC | 20 | $3.05K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 20 | $3.05K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 20 | $3.05K | 0.00% | +20 | New |
| Ares Financial Consulting, LLC | 21 | $3.20K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 21 | $3.20K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 23 | $3.50K | 0.00% | +20+666.7% | Added |
| Dunhill Financial, LLC | 24 | $3.76K | 0.00% | +4+20.0% | Added |
| Hollencrest Capital Management | 25 | $3.81K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 25 | $3.81K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 26 | $3.96K | 0.00% | +1+4.0% | Added |
| Highline Wealth Partners LLC | 27 | $4.11K | 0.00% | +7+35.0% | Added |
| High Note Wealth, LLC | 28 | $4.27K | 0.00% | +18+180.0% | Added |
| BOK Financial Private Wealth, Inc. | 28 | $4.30K | 0.00% | +28 | New |
| J.Safra Asset Management Corp | 30 | $4.57K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 30 | $4.57K | 0.00% | +11+57.9% | Added |
| Bare Financial Services, Inc | 30 | $4.57K | 0.00% | +27+900.0% | Added |
| Pittenger & Anderson Inc | 30 | $4.57K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 30 | $4.61K | 0.00% | +2+7.1% | Added |
| Rialto Wealth Management, LLC | 31 | $4.72K | 0.00% | +18+138.5% | Added |
| ZRC Wealth Management, LLC | 34 | $5.18K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 34 | $5.18K | 0.00% | +8+30.8% | Added |
| Strengthening Families & Communities, LLC | 35 | $5.26K | 0.00% | +4+12.9% | Added |
| Raffa Wealth Management, LLC | 35 | $5.33K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 35 | $5.33K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 35 | $5.33K | 0.00% | +27+337.5% | Added |
| Evolution Wealth Management Inc. | 35 | $5.33K | 0.00% | +35 | New |
| Westside Investment Management, Inc. | 37 | $5.71K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 38 | $5.79K | 0.00% | +18+90.0% | Added |
| Elequin Capital LP | 38 | $5.79K | 0.00% | +38 | New |
| Bell Investment Advisors, Inc | 38 | $5.79K | 0.00% | +11+40.7% | Added |
| TFC Financial Management | 39 | $5.94K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 43 | $6.55K | 0.00% | −118−73.3% | Reduced |
| Rachor Investment Advisory Services, LLC | 45 | $6.92K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 50 | $7.21K | 0.00% | +50 | New |
| Clear Street Markets LLC | 48 | $7.31K | 0.00% | −137−74.1% | Reduced |
| South State Corp. | 48 | $7.31K | 0.00% | +10+26.3% | Added |
| BFSG, LLC | 50 | $7.62K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 50 | $7.62K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 50 | $7.68K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 52 | $7.96K | 0.00% | +13+33.3% | Added |
| Avion Wealth | 59 | $8.00K | 0.00% | +30+103.4% | Added |
| Reyes Financial Architecture, Inc. | 53 | $8.08K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 55 | $8.19K | 0.00% | −10−15.4% | Reduced |
| Albion Financial Group | 59 | $8.99K | 0.00% | −2−3.3% | Reduced |
| St Germain D J Co Inc | 59 | $8.99K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 62 | $9.45K | 0.01% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 75 | $10.2K | 0.01% | +75 | New |
| Ritter Daniher Financial Advisory LLC | 70 | $10.6K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 71 | $10.8K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 75 | $11.4K | 0.01% | +75 | New |
| Mark Sheptoff Financial Planning, LLC | 77 | $11.7K | 0.01% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 77 | $12.0K | 0.01% | 00.0% | Unchanged |