| Cape Investment Advisory, Inc. | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $163 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1 | $163 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 1 | $163 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $327 | 0.00% | +2 | New |
| Wealth Watch Advisors, INC | 3 | $490 | 0.00% | +3 | New |
| Legacy Wealth Managment, LLC | 3 | $491 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 3 | $491 | 0.00% | +3 | New |
| Alerus Financial NA | 4 | $654 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 4 | $654 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 4 | $654 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $654 | 0.00% | +4 | New |
| North Capital, Inc. | 4 | $654 | 0.00% | +4 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $817 | 0.00% | −9−64.3% | Reduced |
| Strengthening Families & Communities, LLC | 5 | $817 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $980 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 6 | $980 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 6 | $980 | 0.00% | +6 | New |
| Winnow Wealth LLC | 6 | $984 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.14K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 7 | $1.14K | 0.00% | +3+75.0% | Added |
| DecisionPoint Financial, LLC | 8 | $1.27K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 8 | $1.31K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $1.47K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 9 | $1.47K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $1.47K | 0.00% | +1+12.5% | Added |
| AdvisorNet Financial, Inc | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $1.63K | 0.00% | +2+25.0% | Added |
| Texas Capital Bancshares Inc | 10 | $1.63K | 0.00% | +10 | New |
| Abich Financial Wealth Management LLC | 10 | $1.63K | 0.00% | +10 | New |
| High Note Wealth, LLC | 11 | $1.80K | 0.00% | +2+22.2% | Added |
| Aspect Partners, LLC | 11 | $1.80K | 0.00% | +11 | New |
| IMG Wealth Management, Inc. | 12 | $1.96K | 0.00% | +12 | New |
| Ogorek Anthony Joseph | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 13 | $2.12K | 0.00% | +13 | New |
| RMG Wealth Management LLC | 14 | $2.20K | 0.00% | +14 | New |
| Bay Harbor Wealth Management, LLC | 14 | $2.29K | 0.00% | +3+27.3% | Added |
| Sunbelt Securities, Inc. | 14 | $2.29K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 15 | $2.45K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $2.45K | 0.00% | 00.0% | Unchanged |
| Advanced Portfolio Management, LLC | 15 | $2.45K | 0.01% | +15 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 17 | $2.78K | 0.00% | +6+54.5% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 19 | $3.10K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 20 | $3.27K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 20 | $3.27K | 0.00% | +20 | New |
| Quest 10 Wealth Builders, Inc. | 21 | $3.43K | 0.00% | +21 | New |
| True Wealth Design, LLC | 21 | $3.43K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 22 | $3.60K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 22 | $3.60K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 22 | $3.60K | 0.00% | +22 | New |
| DiNuzzo Private Wealth, Inc. | 23 | $3.83K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 24 | $3.92K | 0.00% | −18−42.9% | Reduced |
| Activest Wealth Management | 24 | $3.93K | 0.00% | +2+9.1% | Added |
| Cloud Capital Management, LLC | 29 | $4.00K | 0.00% | +29 | New |
| Whittier Trust Co of Nevada Inc | 26 | $4.06K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $4.08K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 25 | $4.08K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 27 | $4.41K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 31 | $4.42K | 0.00% | −38−55.1% | Reduced |
| Washington Trust Advisors, Inc. | 29 | $4.72K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 29 | $4.74K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 29 | $4.74K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 30 | $4.90K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 32 | $5.23K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 32 | $5.23K | 0.00% | +32 | New |
| Howard Hughes Medical Institute | 33 | $5.39K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 33 | $5.39K | 0.00% | +5+17.9% | Added |
| Sachetta, LLC | 33 | $5.39K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $5.72K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 36 | $5.88K | 0.00% | −36−50.0% | Reduced |
| Asset Dedication, LLC | 38 | $6.21K | 0.00% | +38 | New |
| JPL Wealth Management, LLC | 38 | $6.21K | 0.00% | +38 | New |
| Fortitude Family Office, LLC | 39 | $6.37K | 0.00% | +5+14.7% | Added |
| Centennial Bank | 40 | $6.54K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 50 | $7.82K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 48 | $7.84K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 49 | $8.01K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 49 | $8.01K | 0.01% | 00.0% | Unchanged |
| City State Bank | 50 | $8.17K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 51 | $8.33K | 0.00% | +17+50.0% | Added |
| Private Wealth Asset Management, LLC | 52 | $8.50K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 53 | $8.66K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 56 | $9.15K | 0.00% | +56 | New |
| Sound Income Strategies, LLC | 61 | $9.32K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 60 | $9.80K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 61 | $9.97K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 64 | $10.5K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 70 | $11.4K | 0.00% | +13+22.8% | Added |
| ZRC Wealth Management, LLC | 70 | $11.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 72 | $11.8K | 0.00% | +4+5.9% | Added |
| Albion Financial Group | 74 | $12.1K | 0.00% | +74 | New |
| Accredited Wealth Management, LLC | 700 | $12.7K | 0.01% | +622+797.4% | Added |
| Versant Capital Management, Inc | 82 | $13.4K | 0.00% | 00.0% | Unchanged |