| Windle Wealth, LLC | 17,059 | $1.08M | 0.69% | +17,059 | New |
| Spark Investment Management LLC | 17,000 | $1.07M | 5.95% | +17,000 | New |
| Upper Left Wealth Management, LLC | 16,724 | $1.06M | 0.98% | +16,724 | New |
| Formidable Asset Management, LLC | 16,335 | $1.03M | 0.17% | +16,335 | New |
| Equitable Holdings, Inc. | 16,162 | $1.02M | 0.01% | +16,162 | New |
| Beaird Harris Wealth Management, LLC | 16,133 | $1.02M | 0.10% | +16,133 | New |
| Fountainhead AM, LLC | 15,991 | $1.01M | 0.25% | +15,991 | New |
| Pinnacle Associates Ltd | 15,955 | $1.01M | 0.02% | +15,955 | New |
| Safeguard Investment Advisory Group, LLC | 15,894 | $1.00M | 0.34% | +15,894 | New |
| Eudaimonia Advisors LLC | 15,642 | $988.1K | 0.53% | +15,642 | New |
| Aries Wealth Management | 15,614 | $986.3K | 0.32% | +15,614 | New |
| Childress Capital Advisors, LLC | 15,614 | $986.3K | 0.29% | +15,614 | New |
| Financial Counselors Inc | 15,191 | $959.6K | 0.02% | +15,191 | New |
| Centaurus Financial, Inc. | 15,074 | $952.0K | 0.07% | +15,074 | New |
| Firestone Capital Management | 15,021 | $948.9K | 0.26% | +15,021 | New |
| Edgewood Management LLC | 15,000 | $947.5K | 0.00% | +15,000 | New |
| Malaga Cove Capital, LLC | 14,914 | $942.1K | 0.38% | +14,914 | New |
| Ronald Blue Trust, Inc. | 14,830 | $936.8K | 0.01% | +14,830 | New |
| Catalina Capital Group, LLC | 14,823 | $936.4K | 0.40% | +14,823 | New |
| Ritholtz Wealth Management | 14,776 | $933.4K | 0.03% | +14,776 | New |
| Philadelphia Trust Co | 14,770 | $933.0K | 0.07% | +14,770 | New |
| Gables Capital Management Inc. | 14,745 | $931.4K | 0.51% | +14,745 | New |
| Rathbone Brothers plc | 14,678 | $927.2K | 0.01% | +14,678 | New |
| Interchange Capital Partners, LLC | 14,452 | $912.0K | 0.61% | +14,452 | New |
| Rothschild Investment LLC | 14,360 | $907.1K | 0.07% | −8,275−36.6% | Reduced |
| OneAscent Financial Services LLC | 14,201 | $897.0K | 0.10% | +14,201 | New |
| Deltec Asset Management LLC | 14,150 | $893.9K | 0.18% | +14,150 | New |
| Strategies Wealth Advisors, LLC | 13,788 | $871.0K | 0.13% | +13,788 | New |
| Axxcess Wealth Management, LLC | 13,612 | $859.9K | 0.02% | +13,612 | New |
| Doliver Advisors, LP | 13,571 | $857.3K | 0.24% | +13,571 | New |
| Savant Capital, LLC | 13,303 | $840.4K | 0.01% | +13,303 | New |
| HBK Sorce Advisory LLC | 13,280 | $838.9K | 0.03% | +13,280 | New |
| Traynor Capital Management, Inc. | 12,855 | $812.0K | 0.08% | +12,855 | New |
| Aspen Grove Capital, LLC | 12,655 | $799.4K | 0.23% | +12,655 | New |
| Embree Financial Group | 12,510 | $790.3K | 0.16% | +12,510 | New |
| Clearwater Capital Advisors, LLC | 12,417 | $784.4K | 0.08% | +12,417 | New |
| National Philanthropic Trust | 12,389 | $782.6K | 0.02% | +12,389 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12,352 | $780.3K | 0.09% | +12,352 | New |
| Private Wealth Strategies, L.L.C. | 12,192 | $770.2K | 0.17% | +12,192 | New |
| Bedell Frazier Investment Counseling, LLC | 12,190 | $770.0K | 0.19% | +12,190 | New |
| Fortis Capital Management LLC | 12,131 | $766.3K | 0.20% | +12,131 | New |
| Lakeview Capital Partners, LLC | 12,125 | $765.9K | 0.12% | +12,125 | New |
| IPG Investment Advisors LLC | 12,112 | $765.1K | 0.17% | +12,112 | New |
| Peapack Gladstone Financial Corp | 11,917 | $753.0K | 0.01% | +11,917 | New |
| Westmount Partners, LLC | 11,781 | $744.2K | 0.27% | +11,781 | New |
| Mission Wealth Management, LP | 11,642 | $735.4K | 0.02% | +11,642 | New |
| Modern Wealth Management, LLC | 11,480 | $725.2K | 0.07% | +11,480 | New |
| Starfox Financial Services, LLC | 12,713 | $716.8K | 0.61% | +12,713 | New |
| Acorn Financial Advisory Services Inc | 11,306 | $714.2K | 0.13% | +11,306 | New |
| Laidlaw Wealth Management LLC | 11,304 | $714.1K | 0.40% | +11,304 | New |
| Belpointe Asset Management LLC | 10,938 | $691.0K | 0.05% | +10,938 | New |
| Capital Performance Advisors LLP | 10,897 | $688.4K | 0.26% | +10,897 | New |
| Werba Rubin Papier Wealth Management | 10,846 | $685.1K | 0.20% | +10,846 | New |
| Watershed Private Wealth LLC | 10,789 | $681.5K | 0.30% | +10,789 | New |
| Bank of Montreal | 10,595 | $670.5K | 0.00% | +10,595 | New |
| Thrivent Financial for Lutherans | 10,548 | $667.0K | 0.00% | +10,548 | New |
| Leo Wealth, LLC | 10,531 | $664.0K | 0.07% | +10,531 | New |
| Montz Harcus Wealth Management LLC | 10,479 | $662.0K | 0.45% | +10,479 | New |
| Coppell Advisory Solutions Corp. | 10,471 | $661.5K | 0.12% | +10,471 | New |
| Zimmermann Investment Management & Planning LLC | 10,455 | $660.4K | 0.24% | +10,455 | New |
| Montag A & Associates Inc | 10,397 | $656.8K | 0.03% | +10,397 | New |
| Mesirow Financial Investment Management, Inc. | 10,233 | $646.4K | 0.01% | +10,233 | New |
| Chevy Chase Trust Holdings, Inc. | 10,186 | $643.5K | 0.00% | +10,186 | New |
| Cooper/Haims Advisors, LLC | 10,155 | $641.5K | 0.37% | +10,155 | New |
| New Republic Capital, LLC | 10,040 | $634.2K | 0.40% | +10,040 | New |
| Western Wealth Management, LLC | 10,038 | $634.1K | 0.05% | +10,038 | New |
| Brown Brothers Harriman & Co | 10,000 | $631.7K | 0.00% | +10,000 | New |
| Oxbow Advisors, LLC | 10,000 | $631.7K | 0.09% | +10,000 | New |
| Schneider Downs Wealth Management Advisors, LP | 9,949 | $628.5K | 0.14% | +9,949 | New |
| Johnson & White Wealth Management, LLC | 9,810 | $620.0K | 0.45% | +9,810 | New |
| Insight Advisors, LLC | 9,704 | $613.0K | 0.12% | +9,704 | New |
| Valeo Financial Advisors, LLC | 10,516 | $598.4K | 0.02% | +10,516 | New |
| KLR Investment Advisors, LLC | 10,000 | $592.6K | 0.43% | +10,000 | New |
| Silicon Valley Capital Partners | 9,300 | $587.5K | 0.09% | +9,300 | New |
| BCS Wealth Management | 9,196 | $581.0K | 0.19% | +9,196 | New |
| PBMares Wealth Management LLC | 9,147 | $577.8K | 0.15% | +9,147 | New |
| Heritage Investors Management Corp | 9,092 | $574.0K | 0.02% | +9,092 | New |
| J.W. Cole Advisors, Inc. | 8,989 | $566.0K | 0.03% | +8,989 | New |
| Cypress Wealth Services, LLC | 8,869 | $560.3K | 0.13% | +8,869 | New |
| Clearstead Advisors, LLC | 9,855 | $553.8K | 0.03% | +9,855 | New |
| Horrell Capital Management, Inc. | 8,726 | $551.0K | 0.15% | 00.0% | Unchanged |
| Private Advisory Group LLC | 8,722 | $551.0K | 0.08% | +8,722 | New |
| Main Street Financial Solutions, LLC | 8,453 | $534.0K | 0.06% | +8,453 | New |
| Wealth Quarterback LLC | 8,353 | $527.7K | 0.29% | +8,353 | New |
| Stephenson & Company, Inc. | 8,322 | $525.7K | 0.38% | +8,322 | New |
| Avantax Planning Partners, Inc. | 8,304 | $524.6K | 0.02% | +8,304 | New |
| Meixler Investment Management, Ltd. | 8,256 | $521.5K | 0.39% | +8,256 | New |
| Keystone Financial Group | 8,252 | $521.3K | 0.08% | +8,252 | New |
| SFMG, LLC | 8,216 | $519.0K | 0.04% | +8,216 | New |
| Walkner Condon Financial Advisors LLC | 8,193 | $517.6K | 0.11% | +8,193 | New |
| Kathmere Capital Management, LLC | 8,141 | $514.3K | 0.06% | +8,141 | New |
| CIBC World Markets Inc. | 8,106 | $512.0K | 0.00% | +8,106 | New |
| Panoramic Investment Advisors, LLC | 8,048 | $508.4K | 0.37% | +8,048 | New |
| TownSquare Capital, LLC | 7,928 | $500.8K | 0.01% | +7,928 | New |
| N.E.W. Advisory Services LLC | 7,919 | $500.2K | 0.06% | +7,919 | New |
| BCJ Capital Management, LLC | 7,832 | $494.7K | 0.04% | +7,832 | New |
| Fortress Wealth Group, LLC | 8,877 | $493.3K | 0.26% | +8,877 | New |
| Two Sigma Securities, LLC | 7,801 | $492.8K | 0.02% | +7,801 | New |
| Signature Securities Group Corporation | 7,783 | $491.7K | 0.14% | +7,783 | New |
| Scotia Capital Inc. | 7,701 | $486.5K | 0.00% | +7,701 | New |
