| Core Alternative Capital | 1 | $196 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $196 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 2 | $392 | 0.00% | −1−33.3% | Reduced |
| HFM Investment Advisors, LLC | 2 | $392 | 0.00% | +1+100.0% | Added |
| Trifecta Capital Advisors, LLC | 2 | $392 | 0.00% | +2 | New |
| PayPay Securities Corp | 3 | $587 | 0.03% | −2−40.0% | Reduced |
| Crewe Advisors LLC | 3 | $588 | 0.00% | +3 | New |
| Delta Asset Management LLC | 4 | $783 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $979 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $979 | 0.00% | +3+150.0% | Added |
| Bare Financial Services, Inc | 8 | $1.57K | 0.00% | +8 | New |
| American Capital Advisory, LLC | 8 | $1.57K | 0.00% | +8 | New |
| Horrell Capital Management, Inc. | 9 | $1.76K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $1.76K | 0.00% | +5+125.0% | Added |
| Maseco LLP | 11 | $2.15K | 0.00% | +11 | New |
| Financial Network Wealth Advisors LLC | 11 | $2.15K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 11 | $2.15K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $2.15K | 0.00% | +11 | New |
| Tortoise Investment Management, LLC | 12 | $2.35K | 0.00% | +12 | New |
| Clear Investment Research, LLC | 13 | $2.55K | 0.00% | −4−23.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $2.55K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 13 | $2.55K | 0.00% | +3+30.0% | Added |
| Stephens Consulting, LLC | 13 | $2.55K | 0.00% | +7+116.7% | Added |
| Colonial Trust Co | 14 | $2.68K | 0.00% | +14 | New |
| IMG Wealth Management, Inc. | 15 | $2.94K | 0.00% | +15 | New |
| Millstone Evans Group, LLC | 15 | $2.94K | 0.00% | +15 | New |
| UMA Financial Services, Inc. | 15 | $2.94K | 0.00% | −17−53.1% | Reduced |
| SJS Investment Consulting Inc. | 15 | $2.94K | 0.00% | −3−16.7% | Reduced |
| S&T Bank | 16 | $3.13K | 0.00% | −11−40.7% | Reduced |
| Principia Wealth Advisory, LLC | 16 | $3.13K | 0.00% | +2+14.3% | Added |
| HHM Wealth Advisors, LLC | 16 | $3.13K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 17 | $3.33K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 17 | $3.33K | 0.00% | +17 | New |
| Stone House Investment Management, LLC | 20 | $3.92K | 0.00% | −10−33.3% | Reduced |
| Salem Investment Counselors Inc | 20 | $3.92K | 0.00% | 00.0% | Unchanged |
| GFG Capital, LLC | 21 | $4.11K | 0.00% | +21 | New |
| Prestige Wealth Management Group LLC | 21 | $4.11K | 0.00% | +21 | New |
| West Branch Capital LLC | 24 | $4.70K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 25 | $4.90K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 25 | $4.90K | 0.00% | +14+127.3% | Added |
| Traub Capital Management LLC | 25 | $4.90K | 0.00% | +25 | New |
| Fairscale Capital, LLC | 24 | $4.98K | 0.00% | +24 | New |
| CX Institutional | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 27 | $5.29K | 0.00% | −50−64.9% | Reduced |
| DecisionPoint Financial, LLC | 29 | $5.36K | 0.00% | +20+222.2% | Added |
| Raffa Wealth Management, LLC | 28 | $5.48K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 29 | $5.68K | 0.00% | +15+107.1% | Added |
| Tidemark, LLC | 30 | $5.88K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 31 | $6.07K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 32 | $6.27K | 0.00% | +32 | New |
| United Community Bank | 34 | $6.66K | 0.00% | +34 | New |
| Signature Resources Capital Management, LLC | 35 | $6.85K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 36 | $7.05K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 39 | $7.64K | 0.00% | 00.0% | Unchanged |
| a16z Perennial Management, L.P. | 40 | $7.83K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 42 | $8.10K | 0.00% | +29+223.1% | Added |
| Hughes Financial Services, LLC | 39 | $8.41K | 0.00% | +5+14.7% | Added |
| Nemes Rush Group LLC | 44 | $8.62K | 0.00% | +3+7.3% | Added |
| Central Trust Co | 50 | $9.79K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $9.79K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 50 | $9.79K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 50 | $9.79K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 51 | $9.99K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 52 | $10.2K | 0.01% | +38+271.4% | Added |
| Private Trust Co NA | 54 | $10.6K | 0.00% | −1,291−96.0% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 55 | $10.8K | 0.00% | −90−62.1% | Reduced |
| JFS Wealth Advisors, LLC | 59 | $11.6K | 0.00% | +10+20.4% | Added |
| Oliver Lagore Vanvalin Investment Group | 104 | $11.7K | 0.00% | +104 | New |
| Wolff Wiese Magana LLC | 60 | $11.8K | 0.01% | +5+9.1% | Added |
| Strategic Investment Solutions, Inc. | 60 | $11.8K | 0.00% | +10+20.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 61 | $11.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 59 | $12.0K | 0.00% | +3+5.4% | Added |
| Westside Investment Management, Inc. | 65 | $12.0K | 0.00% | +65 | New |
| Safe Harbor Fiduciary, LLC | 65 | $12.7K | 0.01% | +65 | New |
| ORG Wealth Partners, LLC | 69 | $12.8K | 0.00% | +9+15.0% | Added |
| Sound Income Strategies, LLC | 67 | $13.1K | 0.00% | +67 | New |
| Ameriflex Group, Inc. | 72 | $13.7K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 74 | $14.5K | 0.01% | +23+45.1% | Added |
| GHP Investment Advisors, Inc. | 75 | $14.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 77 | $15.1K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 79 | $15.5K | 0.01% | +24+43.6% | Added |
| MV Capital Management, Inc. | 81 | $15.9K | 0.00% | +20+32.8% | Added |
| Hazlett, Burt & Watson, Inc. | 82 | $16.0K | 0.01% | −74−47.4% | Reduced |
| Briaud Financial Planning, Inc | 85 | $16.0K | 0.01% | +85 | New |
| Atlantic Trust, LLC | 83 | $16.3K | 0.00% | −1−1.2% | Reduced |
| Sierra Ocean, LLC | 86 | $16.8K | 0.01% | −10−10.4% | Reduced |
| Glen Eagle Advisors, LLC | 90 | $17.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 96 | $18.8K | 0.00% | −78−44.8% | Reduced |
| Cornerstone Planning Group LLC | 94 | $19.5K | 0.00% | +10+11.9% | Added |
| Inlight Wealth Management, LLC | 100 | $19.6K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $19.6K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 100 | $19.6K | 0.01% | +100 | New |
| Brown Brothers Harriman & Co | 101 | $19.8K | 0.00% | +101 | New |
| Total Investment Management Inc | 101 | $19.8K | 0.00% | +101 | New |
| Rossby Financial, LCC | 103 | $20.2K | 0.01% | +103 | New |
| Berbice Capital Management LLC | 105 | $20.6K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 107 | $21.0K | 0.01% | −6−5.3% | Reduced |
| Avion Wealth | 110 | $21.0K | 0.00% | +35+46.7% | Added |
| Fortitude Family Office, LLC | 113 | $22.1K | 0.01% | +48+73.8% | Added |
| Riggs Asset Managment Co. Inc. | 115 | $22.5K | 0.01% | +10+9.5% | Added |