| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 1 | $225 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $238 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $241 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1 | $241 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1 | $241 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $241 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $241 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $241 | 0.00% | +1 | New |
| Gill Capital Partners, LLC | 2 | $482 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $482 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $482 | 0.00% | +1+100.0% | Added |
| Motco | 2 | $482 | 0.00% | +2 | New |
| UMA Financial Services, Inc. | 2 | $482 | 0.00% | +2 | New |
| Caitlin John, LLC | 3 | $723 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $964 | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 4 | $964 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 4 | $964 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 5 | $1.21K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $1.45K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 6 | $1.45K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $1.45K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 6 | $1.45K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 7 | $1.69K | 0.00% | +7 | New |
| Brown, Lisle/Cummings, Inc. | 9 | $2.17K | 0.00% | −1−10.0% | Reduced |
| Wall Street Access Asset Management, LLC | 9 | $2.17K | 0.00% | +9 | New |
| Quarry LP | 9 | $2.17K | 0.00% | +9 | New |
| Front Row Advisors LLC | 9 | $2.23K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 10 | $2.35K | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 10 | $2.41K | 0.00% | +5+100.0% | Added |
| Fourth Dimension Wealth, LLC | 10 | $2.41K | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 11 | $2.65K | 0.00% | −4−26.7% | Reduced |
| Fairman Group, LLC | 11 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 11 | $2.65K | 0.00% | +3+37.5% | Added |
| Hughes Financial Services, LLC | 11 | $2.65K | 0.00% | +7+175.0% | Added |
| Cape Investment Advisory, Inc. | 11 | $2.65K | 0.00% | +11 | New |
| Cornerstone Planning Group LLC | 11 | $2.75K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 12 | $2.89K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 12 | $2.89K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 12 | $2.89K | 0.00% | +12 | New |
| Creative Capital Management Investments LLC | 12 | $2.89K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $3.13K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 13 | $3.13K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $3.37K | 0.00% | +1+7.7% | Added |
| Cromwell Holdings LLC | 14 | $3.37K | 0.00% | +5+55.6% | Added |
| Transamerica Financial Advisors, Inc. | 16 | $3.85K | 0.00% | +6+60.0% | Added |
| Byrne Asset Management LLC | 16 | $3.86K | 0.00% | +16 | New |
| HGK Asset Management Inc | 17 | $4.10K | 0.00% | +17 | New |
| Meeder Asset Management Inc | 18 | $4.34K | 0.00% | −24−57.1% | Reduced |
| S&T Bank | 18 | $4.34K | 0.00% | +18 | New |
| South State Corp. | 19 | $4.58K | 0.00% | 00.0% | Unchanged |
| Markowski Investments | 20 | $4.82K | 0.00% | +20 | New |
| Valued Wealth Advisors LLC | 20 | $4.82K | 0.00% | +2+11.1% | Added |
| Gables Capital Management Inc. | 21 | $5.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 21 | $5.06K | 0.00% | +2+10.5% | Added |
| Mather Group, LLC. | 22 | $5.30K | 0.00% | 00.0% | Unchanged |
| City State Bank | 22 | $5.30K | 0.00% | +22 | New |
| Horrell Capital Management, Inc. | 24 | $5.78K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 24 | $5.78K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 25 | $6.02K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 25 | $6.03K | 0.00% | +7+38.9% | Added |
| EFG International AG | 25 | $6.03K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 26 | $6.26K | 0.00% | +26 | New |
| Cornerstone Financial Management LLC | 27 | $6.51K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 27 | $6.51K | 0.00% | +27 | New |
| Manchester Capital Management LLC | 27 | $6.51K | 0.00% | −5−15.6% | Reduced |
| Activest Wealth Management | 28 | $6.75K | 0.00% | −7−20.0% | Reduced |
| Bare Financial Services, Inc | 28 | $6.75K | 0.00% | +1+3.7% | Added |
| J.Safra Asset Management Corp | 30 | $7.23K | 0.00% | +30 | New |
| Basecamp Wealth Advisors LLC | 32 | $7.71K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 33 | $7.95K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 33 | $7.95K | 0.00% | +33 | New |
| Ancora Advisors, LLC | 34 | $8.19K | 0.00% | −126−78.8% | Reduced |
| Zions Bancorporation, National Association | 36 | $8.68K | 0.00% | +12+50.0% | Added |
| Caitong International Asset Management Co., Ltd | 38 | $9.16K | 0.00% | +38 | New |
| JPL Wealth Management, LLC | 40 | $9.64K | 0.00% | +30+300.0% | Added |
| First Horizon Corp | 41 | $9.88K | 0.00% | +34+485.7% | Added |
| TSFG, LLC | 40 | $10.0K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 45 | $10.8K | 0.00% | +12+36.4% | Added |
| Highline Wealth Partners LLC | 48 | $11.6K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 51 | $12.3K | 0.01% | +51 | New |
| Farmers & Merchants Investments Inc | 54 | $13.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 54 | $13.1K | 0.00% | +45+500.0% | Added |
| Bryn Mawr Trust Co | 55 | $13.3K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 55 | $13.3K | 0.00% | +55 | New |
| JFS Wealth Advisors, LLC | 56 | $13.5K | 0.00% | +1+1.8% | Added |
| Wealth Enhancement Trust Services, Inc. | 59 | $14.2K | 0.00% | +59 | New |
| Action Point Financial Planning, LLC | 64 | $14.2K | 0.00% | +64 | New |
| Sachetta, LLC | 60 | $14.5K | 0.01% | +49+445.5% | Added |
| Keating Financial Advisory Services, Inc. | 63 | $15.2K | 0.00% | +8+14.5% | Added |
| Atlantic Trust, LLC | 63 | $15.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 64 | $15.4K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 69 | $16.6K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 71 | $17.1K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 80 | $19.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 81 | $19.5K | 0.00% | −3−3.6% | Reduced |