| TSFG, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 0 | $44 | 0.00% | 0 | New |
| Kingdom Financial Group LLC. | 0 | $75 | 0.00% | 0 | New |
| Davis Capital Management | 1 | $169 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 1 | $169 | 0.00% | +1 | New |
| Luken Investment Analytics, LLC | 1 | $169 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $170 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 1 | $170 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 2 | $339 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 2 | $339 | 0.00% | +2 | New |
| Cullen/Frost Bankers, Inc. | 3 | $508 | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 3 | $508 | 0.00% | +3 | New |
| Winnow Wealth LLC | 3 | $510 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 3 | $510 | 0.00% | +3 | New |
| DecisionPoint Financial, LLC | 4 | $678 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $678 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 4 | $678 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $678 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 4 | $707 | 0.00% | −8−66.7% | Reduced |
| Aventura Private Wealth, LLC | 5 | $847 | 0.00% | +5 | New |
| South State Corp. | 5 | $848 | 0.00% | −17−77.3% | Reduced |
| Wolff Wiese Magana LLC | 5 | $848 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 5 | $848 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 7 | $1.19K | 0.00% | −7−50.0% | Reduced |
| Clark Wealth Partners | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $1.19K | 0.00% | +1+16.7% | Added |
| Retirement Wealth Solutions LLC | 7 | $1.19K | 0.00% | +2+40.0% | Added |
| Fairman Group, LLC | 7 | $1.19K | 0.00% | +7 | New |
| Financial Management Professionals, Inc. | 8 | $1.36K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 9 | $1.52K | 0.00% | +9 | New |
| Clayton Financial Group LLC | 9 | $1.53K | 0.00% | +9 | New |
| HFM Investment Advisors, LLC | 10 | $1.70K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $1.70K | 0.00% | +10 | New |
| 1015 Capital Partners, LLC | 10 | $1.70K | 0.00% | +10 | New |
| UMA Financial Services, Inc. | 11 | $1.86K | 0.00% | −53−82.8% | Reduced |
| Cornerstone Planning Group LLC | 11 | $1.92K | 0.00% | −180−94.2% | Reduced |
| Avion Wealth | 16 | $2.00K | 0.00% | −1−5.9% | Reduced |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | +3+33.3% | Added |
| Wealth Preservation Advisors, LLC | 12 | $2.03K | 0.00% | +9+300.0% | Added |
| Manchester Capital Management LLC | 12 | $2.03K | 0.00% | −30−71.4% | Reduced |
| ZRC Wealth Management, LLC | 12 | $2.03K | 0.00% | +7+140.0% | Added |
| Financial Consulate, Inc | 15 | $2.54K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 16 | $2.71K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 16 | $2.71K | 0.00% | +16 | New |
| Davidson Capital Management Inc. | 17 | $2.88K | 0.00% | +17 | New |
| Park Square Financial Group, LLC | 26 | $2.97K | 0.02% | +26 | New |
| Kilter Group LLC | 18 | $3.05K | 0.00% | +13+260.0% | Added |
| Dunhill Financial, LLC | 19 | $3.17K | 0.00% | +4+26.7% | Added |
| SBI Securities Co., Ltd. | 21 | $3.56K | 0.00% | −3−12.5% | Reduced |
| Stone House Investment Management, LLC | 21 | $3.56K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 21 | $3.57K | 0.00% | +7+50.0% | Added |
| Darwin Advisors, LLC | 21 | $3.58K | 0.00% | −6−22.2% | Reduced |
| HM Payson & Co | 22 | $3.73K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $3.73K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 22 | $3.77K | 0.00% | +22 | New |
| Moisand Fitzgerald Tamayo, LLC | 23 | $3.90K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 26 | $4.41K | 0.00% | +2+8.3% | Added |
| Y.D. More Investments Ltd | 5,106 | $4.63K | 0.00% | +5,106 | New |
| CoreCap Advisors, LLC | 28 | $4.67K | 0.00% | +2+7.7% | Added |
| Howard Hughes Medical Institute | 30 | $5.08K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 31 | $5.25K | 0.00% | +31 | New |
| Glen Eagle Advisors, LLC | 32 | $5.44K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 33 | $5.59K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $5.59K | 0.00% | +15+83.3% | Added |
| Pin Oak Investment Advisors Inc | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 36 | $6.10K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 36 | $6.10K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 36 | $6.15K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 38 | $6.44K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 39 | $6.61K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 40 | $6.75K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 40 | $6.78K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 41 | $6.94K | 0.00% | +21+105.0% | Added |
| HighMark Wealth Management LLC | 41 | $6.95K | 0.00% | −12−22.6% | Reduced |
| Bell Investment Advisors, Inc | 41 | $6.95K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 41 | $6.95K | 0.00% | −1−2.4% | Reduced |
| Legacy Wealth Managment, LLC | 44 | $7.46K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 44 | $7.46K | 0.00% | +44 | New |
| J.Safra Asset Management Corp | 45 | $7.63K | 0.00% | +45 | New |
| Rakuten Securities, Inc. | 50 | $8.47K | 0.00% | +40+400.0% | Added |
| Salomon & Ludwin, LLC | 50 | $8.59K | 0.00% | +50 | New |
| Wealth Watch Advisors, INC | 51 | $8.64K | 0.00% | 00.0% | Unchanged |
| City State Bank | 52 | $8.81K | 0.00% | 00.0% | Unchanged |
| American National Bank | 56 | $9.49K | 0.00% | +56 | New |
| Fortitude Family Office, LLC | 57 | $9.66K | 0.00% | +2+3.6% | Added |
| Raffa Wealth Management, LLC | 57 | $9.66K | 0.00% | +16+39.0% | Added |
| T. Rowe Price Investment Management, Inc. | 64 | $11.0K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 66 | $11.2K | 0.01% | +66 | New |
| Solstein Capital, LLC | 69 | $11.7K | 0.00% | +69 | New |
| Private Wealth Management Group, LLC | 70 | $11.9K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 73 | $12.4K | 0.00% | +73 | New |
| Ares Financial Consulting, LLC | 74 | $12.5K | 0.01% | +74 | New |
| 1620 Investment Advisors, Inc. | 77 | $13.0K | 0.01% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 80 | $13.6K | 0.00% | +80 | New |
| LRI Investments, LLC | 82 | $13.9K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 92 | $15.0K | 0.00% | −14−13.2% | Reduced |
| Byrne Asset Management LLC | 90 | $15.3K | 0.01% | +90 | New |
| Team Financial Group, LLC | 92 | $15.6K | 0.01% | 00.0% | Unchanged |