| Private Wealth Asset Management, LLC | 1 | $141 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $141 | 0.00% | +1 | New |
| Strategic Advocates LLC | 1 | $141 | 0.00% | +1 | New |
| Quest 10 Wealth Builders, Inc. | 2 | $259 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $423 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 4 | $564 | 0.00% | −4−50.0% | Reduced |
| Rialto Wealth Management, LLC | 4 | $564 | 0.00% | −4−50.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4 | $564 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $564 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $564 | 0.00% | +1+33.3% | Added |
| Retirement Wealth Solutions LLC | 4 | $566 | 0.00% | +3+300.0% | Added |
| Crewe Advisors LLC | 5 | $705 | 0.00% | +5 | New |
| Wealth Watch Advisors, INC | 5 | $705 | 0.00% | +5 | New |
| Cullen/Frost Bankers, Inc. | 5 | $730 | 0.00% | −6−54.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 6 | $846 | 0.00% | −1,046−99.4% | Reduced |
| NVWM, LLC | 6 | $846 | 0.00% | −1−14.3% | Reduced |
| Atlantic Trust, LLC | 6 | $846 | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 6 | $846 | 0.00% | +6 | New |
| Hughes Financial Services, LLC | 7 | $914 | 0.00% | −4−36.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 7 | $987 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $987 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Princeton Global Asset Management LLC | 8 | $1.13K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 9 | $1.27K | 0.00% | −2−18.2% | Reduced |
| IMG Wealth Management, Inc. | 9 | $1.27K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $1.27K | 0.00% | +6+200.0% | Added |
| J.Safra Asset Management Corp | 10 | $1.41K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 11 | $1.55K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 11 | $1.55K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11 | $1.57K | 0.00% | +2+22.2% | Added |
| North Capital, Inc. | 12 | $1.69K | 0.00% | +1+9.1% | Added |
| Strengthening Families & Communities, LLC | 12 | $1.70K | 0.00% | 00.0% | Unchanged |
| Aviso Financial Inc. | 13 | $1.83K | 0.00% | −5,422−99.8% | Reduced |
| Hollencrest Capital Management | 13 | $1.83K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 14 | $1.97K | 0.00% | +7+100.0% | Added |
| Grove Bank & Trust | 14 | $1.97K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 14 | $1.97K | 0.00% | +14 | New |
| Sachetta, LLC | 14 | $1.97K | 0.00% | −11−44.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 14 | $1.97K | 0.00% | +14 | New |
| Financial Consulate, Inc | 14 | $1.97K | 0.00% | +14 | New |
| Independence Bank of Kentucky | 17 | $2.40K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 17 | $2.40K | 0.00% | 00.0% | Unchanged |
| Motco | 18 | $2.54K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 18 | $2.54K | 0.00% | +12+200.0% | Added |
| Advanced Portfolio Management, LLC | 18 | $2.54K | 0.01% | +18 | New |
| Investors Research Corp | 19 | $2.68K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 19 | $2.68K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 20 | $2.82K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 20 | $2.82K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $2.82K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 21 | $2.96K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 27 | $3.00K | 0.00% | +24+800.0% | Added |
| Indiana Trust & Investment Management CO | 22 | $3.10K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 22 | $3.10K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 22 | $3.10K | 0.00% | +22 | New |
| CBIZ Investment Advisory Services, LLC | 23 | $3.24K | 0.00% | +6+35.3% | Added |
| Dogwood Wealth Management LLC | 24 | $3.38K | 0.00% | −30−55.6% | Reduced |
| Gold Investment Management Ltd. | 24 | $3.38K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $3.52K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 25 | $3.52K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 26 | $3.66K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 26 | $3.66K | 0.00% | +26 | New |
| Wolff Wiese Magana LLC | 27 | $3.81K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 29 | $4.09K | 0.00% | +4+16.0% | Added |
| Key Financial Inc | 29 | $4.09K | 0.00% | −2−6.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 30 | $4.23K | 0.01% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 30 | $4.23K | 0.00% | +30 | New |
| Glen Eagle Advisors, LLC | 34 | $4.79K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 34 | $4.79K | 0.00% | +16+88.9% | Added |
| South State Corp. | 37 | $5.21K | 0.00% | −35−48.6% | Reduced |
| Red Tortoise LLC | 39 | $5.50K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 42 | $5.92K | 0.00% | +42 | New |
| Avion Wealth | 47 | $6.00K | 0.00% | −12−20.3% | Reduced |
| Activest Wealth Management | 43 | $6.06K | 0.00% | +36+514.3% | Added |
| Howard Hughes Medical Institute | 45 | $6.34K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 45 | $6.34K | 0.00% | +26+136.8% | Added |
| JPL Wealth Management, LLC | 45 | $6.34K | 0.00% | +45 | New |
| Marshall & Sterling Wealth Advisors Inc. | 46 | $6.48K | 0.00% | +1+2.2% | Added |
| Westside Investment Management, Inc. | 47 | $6.63K | 0.00% | +47 | New |
| WPG Advisers, LLC | 48 | $6.76K | 0.01% | +48 | New |
| Rosenberg Matthew Hamilton | 49 | $6.91K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 50 | $7.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 50 | $7.05K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 50 | $7.05K | 0.00% | +11+28.2% | Added |
| Plante Moran Financial Advisors, LLC | 51 | $7.19K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 51 | $7.19K | 0.00% | −44−46.3% | Reduced |
| Bell Investment Advisors, Inc | 54 | $7.61K | 0.00% | −18−25.0% | Reduced |
| Fortitude Family Office, LLC | 54 | $7.61K | 0.00% | −2−3.6% | Reduced |
| Gould Capital, LLC | 55 | $7.75K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 59 | $8.31K | 0.00% | −13−18.1% | Reduced |
| 1620 Investment Advisors, Inc. | 63 | $8.88K | 0.01% | +45+250.0% | Added |
| LRI Investments, LLC | 64 | $9.02K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 64 | $9.03K | 0.00% | +64 | New |
| Washington Trust Advisors, Inc. | 65 | $9.16K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 65 | $9.16K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 75 | $10.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 81 | $10.9K | 0.00% | +52+179.3% | Added |
| Bokf, NA | 83 | $11.7K | 0.00% | +81+4,050.0% | Added |
| Missouri Trust & Investment Co | 90 | $12.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 95 | $13.4K | 0.00% | −94−49.7% | Reduced |