| Quest 10 Wealth Builders, Inc. | 0 | $491 | 0.00% | 0 | Unchanged |
| Valley National Advisers Inc | 1 | $1.00K | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $1.06K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $1.23K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 1 | $1.23K | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 1 | $1.23K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 1 | $1.23K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $1.23K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $1.23K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 1 | $1.23K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $1.23K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 1 | $1.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $1.23K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 1 | $1.23K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1 | $1.23K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $1.23K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1 | $1.23K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $1.23K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 1 | $1.23K | 0.00% | +1 | New |
| CoreCap Advisors, LLC | 1 | $1.23K | 0.00% | +1 | New |
| Bare Financial Services, Inc | 1 | $1.23K | 0.00% | +1 | New |
| JPL Wealth Management, LLC | 1 | $1.23K | 0.00% | +1 | New |
| Guerra Advisors Inc | 1 | $1.23K | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $1.23K | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $1.29K | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 1 | $1.80K | 0.00% | +1 | New |
| Creative Financial Designs Inc | 2 | $2.46K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 2 | $2.46K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $2.46K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 2 | $2.46K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 2 | $2.46K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $2.46K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 2 | $2.46K | 0.00% | +2 | New |
| Westfuller Advisors, LLC | 2 | $2.46K | 0.00% | +2 | New |
| Wealth Watch Advisors, INC | 2 | $2.46K | 0.00% | +2 | New |
| Addison Advisors LLC | 2 | $2.46K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $2.46K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 2 | $2.46K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $2.46K | 0.00% | +1+100.0% | Added |
| Financial Consulate, Inc | 2 | $2.46K | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $2.75K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3 | $3.68K | 0.00% | −61−95.3% | Reduced |
| Ameritas Advisory Services, LLC | 3 | $3.68K | 0.00% | −13−81.3% | Reduced |
| South State Corp. | 3 | $3.68K | 0.00% | −1−25.0% | Reduced |
| Altshuler Shaham Ltd | 3 | $3.68K | 0.00% | −1−25.0% | Reduced |
| Kilter Group LLC | 3 | $3.68K | 0.00% | −1−25.0% | Reduced |
| First Pacific Financial | 3 | $3.68K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 3 | $3.68K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 3 | $3.68K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 3 | $3.68K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $3.68K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 3 | $3.68K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 3 | $3.68K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 3 | $3.68K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 3 | $3.68K | 0.00% | +3 | New |
| Security National Bank | 3 | $3.68K | 0.00% | +3 | New |
| Corsicana & Co. | 3 | $3.68K | 0.00% | +3 | New |
| Bartlett & Co. Wealth Management LLC | 3 | $3.68K | 0.00% | +3 | New |
| Rossby Financial, LCC | 3 | $3.87K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 3 | $3.90K | 0.00% | +1+50.0% | Added |
| Cullen/Frost Bankers, Inc. | 4 | $4.91K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 4 | $4.91K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 4 | $4.91K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $4.91K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 4 | $4.91K | 0.00% | +2+100.0% | Added |
| True Wealth Design, LLC | 4 | $4.91K | 0.00% | +2+100.0% | Added |
| Johnson Financial Group, Inc. | 4 | $4.91K | 0.00% | +4 | New |
| Avion Wealth | 5 | $6.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 5 | $6.14K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 5 | $6.14K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 5 | $6.97K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 6 | $7.00K | 0.00% | +6 | New |
| Cheviot Value Management, LLC | 5 | $7.02K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 6 | $7.37K | 0.00% | −1−14.3% | Reduced |
| MCF Advisors LLC | 6 | $7.37K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 6 | $7.37K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $7.37K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $7.37K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 6 | $7.37K | 0.00% | +1+20.0% | Added |
| UMA Financial Services, Inc. | 6 | $7.37K | 0.00% | +5+500.0% | Added |
| Transamerica Financial Advisors, Inc. | 6 | $7.37K | 0.00% | +6 | New |
| Independence Bank of Kentucky | 7 | $8.59K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 7 | $8.59K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 7 | $8.59K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $8.60K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 7 | $9.03K | 0.00% | +7 | New |
| Turning Point Benefit Group, Inc. | 7 | $9.03K | 0.01% | +7 | New |
| Park Place Capital Corp | 8 | $9.82K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 8 | $9.82K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $9.82K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 8 | $9.82K | 0.00% | +1+14.3% | Added |
| Harbour Investments, Inc. | 9 | $11.0K | 0.00% | +1+12.5% | Added |
| ORG Partners LLC | 10 | $12.3K | 0.00% | +2+25.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $12.3K | 0.02% | −28−73.7% | Reduced |
| GWM Advisors LLC | 10 | $12.3K | 0.00% | −9−47.4% | Reduced |
| Bayforest Capital Ltd | 10 | $12.3K | 0.01% | +10 | New |
| Key Financial Inc | 10 | $12.9K | 0.00% | −1−9.1% | Reduced |
| GHP Investment Advisors, Inc. | 11 | $13.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 11 | $13.5K | 0.00% | 00.0% | Unchanged |