| Hallmark Capital Management Inc | 1 | $67 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 2 | $189 | 0.00% | +2 | New |
| Strive Financial Group ,LLC | 2 | $189 | 0.00% | +2 | New |
| Medallion Wealth Advisors, LLC | 2 | $189 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $190 | 0.00% | −41−95.3% | Reduced |
| Maryland Capital Advisors Inc. | 2 | $190 | 0.00% | +2 | New |
| Nvest Wealth Strategies, Inc. | 2 | $190 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $190 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $284 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3 | $284 | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 3 | $284 | 0.00% | +3 | New |
| IMG Wealth Management, Inc. | 3 | $284 | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $291 | 0.00% | +3 | New |
| Game Plan Financial Advisors, LLC | 4 | $378 | 0.00% | +4 | New |
| GHP Investment Advisors, Inc. | 4 | $379 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5 | $456 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 7 | $662 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 7 | $662 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 7 | $663 | 0.00% | +7 | New |
| Plante Moran Financial Advisors, LLC | 8 | $756 | 0.00% | +8 | New |
| Seneschal Advisors, LLC | 8 | $757 | 0.00% | +2+33.3% | Added |
| Decker Retirement Planning Inc. | 9 | $821 | 0.00% | +9 | New |
| Downshift Financial, LLC | 9 | $851 | 0.00% | +9 | New |
| Lloyd Advisory Services, LLC. | 10 | $945 | 0.00% | −16−61.5% | Reduced |
| PayPay Securities Corp | 10 | $945 | 0.04% | −6−37.5% | Reduced |
| NVWM, LLC | 10 | $945 | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 10 | $945 | 0.00% | +10 | New |
| Flagship Wealth Advisors, LLC | 10 | $945 | 0.00% | +10 | New |
| Navigoe, LLC | 11 | $1.00K | 0.00% | +11 | New |
| BOK Financial Private Wealth, Inc. | 11 | $1.04K | 0.00% | +11 | New |
| Provenance Wealth Advisors, LLC | 11 | $1.04K | 0.00% | +11 | New |
| Community Financial Services Group, LLC | 11 | $1.04K | 0.00% | +11 | New |
| Trust Co | 12 | $1.13K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 12 | $1.13K | 0.00% | +12 | New |
| Retirement Wealth Solutions LLC | 12 | $1.14K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 13 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 13 | $1.23K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 16 | $1.26K | 0.00% | +16 | New |
| Park Place Capital Corp | 14 | $1.32K | 0.00% | −13−48.1% | Reduced |
| Davis Capital Management | 14 | $1.32K | 0.00% | +10+250.0% | Added |
| Washington Trust Advisors, Inc. | 15 | $1.42K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 15 | $1.42K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 15 | $1.42K | 0.00% | +15 | New |
| Asset Dedication, LLC | 15 | $1.42K | 0.00% | +15 | New |
| Investors Portfolio Services LLC | 16 | $1.51K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $1.51K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 18 | $1.70K | 0.00% | +3+20.0% | Added |
| Trifecta Capital Advisors, LLC | 18 | $1.70K | 0.00% | +18 | New |
| Financial Consulate, Inc | 20 | $1.89K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 20 | $1.89K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 20 | $1.89K | 0.00% | +2+11.1% | Added |
| Strategic Wealth Partners, Ltd. | 20 | $1.89K | 0.00% | +6+42.9% | Added |
| Hoey Investments, Inc | 20 | $1.89K | 0.00% | +20 | New |
| Golden State Equity Partners | 22 | $2.08K | 0.01% | −557−96.2% | Reduced |
| Hughes Financial Services, LLC | 22 | $2.08K | 0.00% | −5−18.5% | Reduced |
| Nemes Rush Group LLC | 24 | $2.27K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 24 | $2.27K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $2.33K | 0.00% | +12+100.0% | Added |
| Winch Advisory Services, LLC | 25 | $2.36K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 25 | $2.36K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 26 | $2.46K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 26 | $2.46K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 26 | $2.47K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 27 | $2.55K | 0.00% | +19+237.5% | Added |
| Triumph Capital Management | 29 | $2.74K | 0.00% | +3+11.5% | Added |
| HFM Investment Advisors, LLC | 29 | $2.74K | 0.00% | +15+107.1% | Added |
| Wilkerson Advisory Group LLC | 29 | $2.74K | 0.00% | +29 | New |
| Rosenberg Matthew Hamilton | 30 | $2.84K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 30 | $2.84K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 30 | $2.84K | 0.00% | +30 | New |
| American Capital Advisory, LLC | 32 | $3.03K | 0.00% | +11+52.4% | Added |
| Front Row Advisors LLC | 40 | $3.24K | 0.00% | +40 | New |
| J.Safra Asset Management Corp | 35 | $3.31K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 35 | $3.31K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 36 | $3.40K | 0.00% | +24+200.0% | Added |
| Prosperity Bancshares Inc | 37 | $3.50K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 38 | $3.59K | 0.00% | −38−50.0% | Reduced |
| Cape Investment Advisory, Inc. | 38 | $3.59K | 0.00% | +38 | New |
| Burk Holdings LLC | 39 | $3.69K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 40 | $3.78K | 0.00% | +40 | New |
| Mascoma Wealth Management LLC | 43 | $4.07K | 0.00% | +43 | New |
| PFS Partners, LLC | 43 | $4.07K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 44 | $4.16K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 46 | $4.35K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 46 | $4.35K | 0.00% | +46 | New |
| Advantage Trust Co | 50 | $4.73K | 0.00% | 00.0% | Unchanged |
| Bayban | 50 | $4.73K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 50 | $4.73K | 0.00% | +50 | New |
| Blume Capital Management, Inc. | 50 | $4.74K | 0.00% | +50 | New |
| Glen Eagle Advisors, LLC | 51 | $4.82K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 53 | $5.01K | 0.00% | +53 | New |
| Essential Partners LLC | 54 | $5.11K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 55 | $5.20K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 55 | $5.20K | 0.00% | +9+19.6% | Added |
| JNBA Financial Advisors | 57 | $5.39K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 57 | $5.39K | 0.00% | +57 | New |
| Principia Wealth Advisory, LLC | 58 | $5.48K | 0.00% | +5+9.4% | Added |
| Fedenia Advisers LLC | 58 | $5.48K | 0.00% | +58 | New |
| Golden State Wealth Management, LLC | 59 | $5.58K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 60 | $5.67K | 0.00% | 00.0% | Unchanged |