| Dogwood Wealth Management LLC | 1 | $256 | 0.00% | −4−80.0% | Reduced |
| Davis Capital Management | 1 | $256 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $256 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $256 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $256 | 0.00% | +1 | New |
| Tradewinds Capital Management, LLC | 1 | $257 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $257 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $266 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2 | $512 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 2 | $512 | 0.00% | +2 | New |
| Aventura Private Wealth, LLC | 2 | $512 | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 2 | $512 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $513 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $513 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2 | $513 | 0.00% | +2 | New |
| Optima Capital LLC | 2 | $514 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 2 | $519 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 2 | $527 | 0.00% | +2 | New |
| Whittier Trust Co of Nevada Inc | 2 | $560 | 0.00% | −1−33.3% | Reduced |
| Strategic Wealth Partners, Ltd. | 3 | $768 | 0.00% | −114−97.4% | Reduced |
| Creative Financial Designs Inc | 3 | $768 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $768 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $768 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $769 | 0.00% | +1+50.0% | Added |
| TFC Financial Management | 3 | $769 | 0.00% | +3 | New |
| Battery Global Advisors, LLC | 4 | $780 | 0.00% | −115−96.6% | Reduced |
| Cape Investment Advisory, Inc. | 3 | $792 | 0.00% | +3 | New |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $976 | 0.00% | +5 | New |
| Redwood Park Advisors LLC | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| American National Bank | 4 | $1.02K | 0.00% | +4 | New |
| Dunhill Financial, LLC | 4 | $1.15K | 0.00% | +1+33.3% | Added |
| Princeton Global Asset Management LLC | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 5 | $1.28K | 0.00% | +5 | New |
| 1015 Capital Partners, LLC | 5 | $1.28K | 0.00% | +5 | New |
| Activest Wealth Management | 6 | $1.54K | 0.00% | −54−90.0% | Reduced |
| Signature Resources Capital Management, LLC | 6 | $1.54K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6 | $1.54K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $1.54K | 0.00% | +1+20.0% | Added |
| Global Wealth Strategies & Associates | 6 | $1.54K | 0.00% | +6 | New |
| Retirement Wealth Solutions LLC | 6 | $1.54K | 0.00% | +6 | New |
| Sound Income Strategies, LLC | 6 | $1.66K | 0.00% | +6 | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $1.79K | 0.00% | +1+16.7% | Added |
| Valley National Advisers Inc | 8 | $2.00K | 0.00% | +3+60.0% | Added |
| Delta Asset Management LLC | 8 | $2.05K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $2.05K | 0.00% | +2+33.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 8 | $2.05K | 0.00% | +8 | New |
| Rialto Wealth Management, LLC | 8 | $2.05K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $2.05K | 0.00% | +6+300.0% | Added |
| Bogart Wealth, LLC | 9 | $2.31K | 0.00% | −4−30.8% | Reduced |
| Aspect Partners, LLC | 9 | $2.31K | 0.00% | +3+50.0% | Added |
| Kimelman & Baird, LLC | 9 | $2.31K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 10 | $2.56K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 10 | $2.56K | 0.00% | +6+150.0% | Added |
| J.Safra Asset Management Corp | 10 | $2.56K | 0.00% | +10 | New |
| Westside Investment Management, Inc. | 10 | $2.56K | 0.00% | +10 | New |
| First Command Advisory Services, Inc. | 10 | $2.56K | 0.00% | +10 | New |
| Fairman Group, LLC | 11 | $2.83K | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $2.93K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 10 | $3.00K | 0.00% | +10 | New |
| Hughes Financial Services, LLC | 12 | $3.07K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 12 | $3.07K | 0.00% | +2+20.0% | Added |
| Cornerstone Planning Group LLC | 16 | $3.10K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 17 | $3.29K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 13 | $3.33K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.33K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $3.59K | 0.00% | +1+7.7% | Added |
| Keating Financial Advisory Services, Inc. | 14 | $3.59K | 0.00% | +14 | New |
| Cornerstone Financial Management LLC | 14 | $3.59K | 0.00% | +14 | New |
| Financial Consulate, Inc | 14 | $3.63K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 15 | $3.84K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 15 | $3.84K | 0.01% | +15 | New |
| Avion Wealth | 18 | $4.00K | 0.00% | −13−41.9% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 16 | $4.10K | 0.00% | +16 | New |
| NVWM, LLC | 16 | $4.10K | 0.00% | +3+23.1% | Added |
| Bank & Trust Co | 17 | $4.35K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 17 | $4.35K | 0.00% | +1+6.3% | Added |
| Fortitude Family Office, LLC | 18 | $4.61K | 0.00% | −5−21.7% | Reduced |
| Cherry Tree Wealth Management, LLC | 19 | $4.87K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 20 | $5.12K | 0.00% | −10−33.3% | Reduced |
| Archer Investment Corp | 20 | $5.12K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 20 | $5.12K | 0.00% | +20 | New |
| United Financial Planning Group LLC | 20 | $5.12K | 0.00% | +20 | New |
| CBIZ Investment Advisory Services, LLC | 20 | $5.14K | 0.00% | −2−9.1% | Reduced |
| ORG Partners LLC | 21 | $5.38K | 0.00% | −2−8.7% | Reduced |
| South State Corp. | 21 | $5.38K | 0.00% | −10−32.3% | Reduced |
| Kemnay Advisory Services Inc. | 21 | $5.38K | 0.00% | +21 | New |
| Kilter Group LLC | 22 | $5.63K | 0.00% | −8−26.7% | Reduced |
| Horizon Financial Services, LLC | 22 | $5.63K | 0.00% | +22 | New |
| ZRC Wealth Management, LLC | 23 | $5.89K | 0.00% | +10+76.9% | Added |
| Clayton Financial Group LLC | 23 | $5.89K | 0.00% | +23 | New |
| Hazlett, Burt & Watson, Inc. | 23 | $6.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 24 | $6.15K | 0.00% | +24 | New |
| Signature Equity Partners, LLC | 25 | $6.29K | 0.00% | +25 | New |
| First United Bank Trust | 25 | $6.40K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 25 | $6.40K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 25 | $6.42K | 0.00% | +2+8.7% | Added |
| Howard Hughes Medical Institute | 26 | $6.66K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 27 | $6.92K | 0.00% | +2+8.0% | Added |
| IMG Wealth Management, Inc. | 28 | $7.17K | 0.00% | 00.0% | Unchanged |