| ROSS\JOHNSON & Associates LLC | 4 | $214 | 0.00% | +4 | New |
| Davis Capital Management | 5 | $268 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 5 | $268 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 5 | $268 | 0.00% | +5 | New |
| Luken Investment Analytics, LLC | 5 | $268 | 0.00% | +5 | New |
| Atlantic Private Wealth, LLC | 5 | $268 | 0.00% | +5 | New |
| IMA Wealth, Inc. | 6 | $321 | 0.00% | 00.0% | Unchanged |
| Trust Co | 6 | $322 | 0.00% | +6 | New |
| Bare Financial Services, Inc | 6 | $322 | 0.00% | +6 | New |
| United Financial Planning Group LLC | 6 | $322 | 0.00% | +6 | New |
| St Germain D J Co Inc | 9 | $482 | 0.00% | +9 | New |
| North Star Investment Management Corp. | 10 | $536 | 0.00% | +10 | New |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $578 | 0.00% | +10 | New |
| Darwin Advisors, LLC | 11 | $589 | 0.00% | +11 | New |
| Quaker Wealth Management, LLC | 11 | $590 | 0.00% | +1+10.0% | Added |
| HFM Investment Advisors, LLC | 13 | $697 | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 15 | $804 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 15 | $804 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 19 | $1.02K | 0.00% | +19 | New |
| CBIZ Investment Advisory Services, LLC | 21 | $1.13K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 22 | $1.15K | 0.00% | +22 | New |
| Dunhill Financial, LLC | 22 | $1.19K | 0.00% | +10+83.3% | Added |
| Wealth Watch Advisors, INC | 23 | $1.23K | 0.00% | +5+27.8% | Added |
| American Capital Advisory, LLC | 23 | $1.23K | 0.00% | +7+43.8% | Added |
| Valued Wealth Advisors LLC | 24 | $1.31K | 0.00% | −5−17.2% | Reduced |
| NVWM, LLC | 25 | $1.34K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 25 | $1.34K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 25 | $1.34K | 0.00% | +2+8.7% | Added |
| Prosperity Bancshares Inc | 27 | $1.45K | 0.00% | +27 | New |
| Caitong International Asset Management Co., Ltd | 27 | $1.45K | 0.00% | +27 | New |
| Raffa Wealth Management, LLC | 28 | $1.50K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $1.61K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 30 | $1.61K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 30 | $1.61K | 0.00% | +30 | New |
| UMA Financial Services, Inc. | 31 | $1.66K | 0.00% | −21−40.4% | Reduced |
| St. Johns Investment Management Company, LLC | 31 | $1.66K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 31 | $1.66K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 35 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $1.88K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 35 | $1.88K | 0.00% | +35 | New |
| High Note Wealth, LLC | 37 | $1.98K | 0.00% | +37 | New |
| DecisionPoint Financial, LLC | 37 | $1.98K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 37 | $1.98K | 0.00% | +37 | New |
| Winnow Wealth LLC | 37 | $2.00K | 0.00% | +30+428.6% | Added |
| Principia Wealth Advisory, LLC | 38 | $2.04K | 0.00% | +7+22.6% | Added |
| Kilter Group LLC | 40 | $2.14K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 41 | $2.20K | 0.00% | −26−38.8% | Reduced |
| Imprint Wealth LLC | 42 | $2.25K | 0.01% | +42 | New |
| Highline Wealth Partners LLC | 43 | $2.31K | 0.00% | −66−60.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 44 | $2.36K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 47 | $2.52K | 0.00% | +37+370.0% | Added |
| Toth Financial Advisory Corp | 50 | $2.68K | 0.00% | −3−5.7% | Reduced |
| Fairscale Capital, LLC | 50 | $2.68K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 52 | $2.79K | 0.00% | +9+20.9% | Added |
| Bay Harbor Wealth Management, LLC | 56 | $3.00K | 0.00% | +19+51.4% | Added |
| Marquette Asset Management, LLC | 56 | $3.00K | 0.00% | −8−12.5% | Reduced |
| Godsey & Gibb Associates | 57 | $3.06K | 0.00% | +57 | New |
| Scarborough Advisors, LLC | 58 | $3.09K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 58 | $3.11K | 0.00% | +58 | New |
| True Wealth Design, LLC | 60 | $3.22K | 0.00% | −3−4.8% | Reduced |
| J.Safra Asset Management Corp | 60 | $3.22K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 61 | $3.27K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 69 | $3.70K | 0.00% | +12+21.1% | Added |
| South State Corp. | 70 | $3.75K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 72 | $3.85K | 0.00% | +72 | New |
| Triumph Capital Management | 72 | $3.86K | 0.00% | +72 | New |
| Financial Connections Group, Inc. | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| Dixon Mitchell Investment Counsel Inc. | 75 | $4.02K | 0.00% | +75 | New |
| Vision Retirement, LLC | 76 | $4.07K | 0.00% | +76 | New |
| Abound Wealth Management | 84 | $4.48K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 89 | $4.77K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 89 | $5.00K | 0.00% | +89 | New |
| Asset Dedication, LLC | 96 | $5.15K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 96 | $5.15K | 0.00% | +96 | New |
| Stone House Investment Management, LLC | 100 | $5.36K | 0.00% | +100 | New |
| Gen-Wealth Partners Inc | 100 | $5.36K | 0.00% | +100 | New |
| Battery Global Advisors, LLC | 60 | $5.55K | 0.00% | +28+87.5% | Added |
| GHP Investment Advisors, Inc. | 105 | $5.63K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 106 | $5.68K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 110 | $5.91K | 0.00% | +110 | New |
| HighMark Wealth Management LLC | 125 | $6.70K | 0.00% | −46−26.9% | Reduced |
| Cornerstone Planning Group LLC | 124 | $6.96K | 0.00% | −1−0.8% | Reduced |
| Avion Wealth | 132 | $7.00K | 0.00% | −12−8.3% | Reduced |
| Howard Hughes Medical Institute | 134 | $7.18K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 135 | $7.21K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 136 | $7.29K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 136 | $7.29K | 0.00% | +2+1.5% | Added |
| Westside Investment Management, Inc. | 138 | $7.38K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 141 | $7.56K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 141 | $7.56K | 0.00% | +141 | New |
| Rakuten Securities, Inc. | 147 | $7.88K | 0.00% | −73−33.2% | Reduced |
| Private Wealth Management Group, LLC | 147 | $7.88K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 152 | $8.15K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 155 | $8.31K | 0.01% | +155 | New |
| Bruce G. Allen Investments, LLC | 157 | $8.41K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 158 | $8.44K | 0.01% | +158 | New |
| Clal Insurance Enterprises Holdings Ltd | 169 | $9.00K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 175 | $9.38K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 175 | $9.38K | 0.01% | 00.0% | Unchanged |