| Quest 10 Wealth Builders, Inc. | 1 | $699 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $1.30K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 1 | $1.32K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 1 | $1.32K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $1.32K | 0.00% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1 | $1.32K | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.32K | 0.00% | +1 | New |
| Cedar Mountain Advisors, LLC | 1 | $1.32K | 0.00% | +1 | New |
| Davis Capital Management | 1 | $1.32K | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $1.32K | 0.00% | +1 | New |
| Abich Financial Wealth Management LLC | 1 | $1.32K | 0.00% | +1 | New |
| Guerra Advisors Inc | 1 | $1.32K | 0.00% | +1 | New |
| Atwood & Palmer Inc | 1 | $1.32K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1 | $1.32K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 1 | $1.32K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 1 | $1.32K | 0.00% | +1 | New |
| Avalon Trust Co | 1 | $1.32K | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $1.32K | 0.00% | +1 | New |
| Retirement Wealth Solutions LLC | 1 | $1.32K | 0.00% | +1 | New |
| Winnow Wealth LLC | 1 | $1.32K | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 2 | $2.64K | 0.00% | −1−33.3% | Reduced |
| Essential Partners LLC | 2 | $2.64K | 0.00% | −1−33.3% | Reduced |
| S&T Bank | 2 | $2.64K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2 | $2.64K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2 | $2.64K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $2.64K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 2 | $2.64K | 0.00% | +1+100.0% | Added |
| Country Trust Bank | 2 | $2.64K | 0.00% | +2 | New |
| Hillsdale Investment Management Inc. | 2 | $2.64K | 0.00% | +2 | New |
| Moisand Fitzgerald Tamayo, LLC | 2 | $2.64K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $2.64K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 2 | $2.64K | 0.00% | +2 | New |
| ZRC Wealth Management, LLC | 2 | $2.64K | 0.00% | +2 | New |
| Cloud Capital Management, LLC | 3 | $3.00K | 0.00% | +3 | New |
| Activest Wealth Management | 3 | $3.95K | 0.00% | −11−78.6% | Reduced |
| Aspect Partners, LLC | 3 | $3.95K | 0.00% | −1−25.0% | Reduced |
| Creative Financial Designs Inc | 3 | $3.95K | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $3.95K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 3 | $3.95K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $3.95K | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 3 | $3.95K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $3.95K | 0.00% | +1+50.0% | Added |
| Clear Investment Research, LLC | 125 | $3.95K | 0.01% | +125 | New |
| Sofos Investments, Inc. | 3 | $3.95K | 0.00% | +3 | New |
| Clark Wealth Partners | 3 | $3.99K | 0.00% | −4−57.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 4 | $5.27K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4 | $5.27K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 4 | $5.27K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 4 | $5.27K | 0.00% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4 | $5.27K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 4 | $5.27K | 0.00% | +4 | New |
| Private Wealth Management Group, LLC | 4 | $5.27K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $5.27K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 4 | $5.27K | 0.00% | +4 | New |
| Beaird Harris Wealth Management, LLC | 5 | $6.17K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 5 | $6.59K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $6.59K | 0.00% | +2+66.7% | Added |
| First United Bank Trust | 5 | $6.59K | 0.00% | +3+150.0% | Added |
| Main Street Group, LTD | 5 | $6.59K | 0.00% | +5 | New |
| Evolution Wealth Management Inc. | 5 | $6.59K | 0.01% | +5 | New |
| Cranbrook Wealth Management, LLC | 5 | $6.59K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 5 | $6.59K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $7.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $7.67K | 0.00% | −2−25.0% | Reduced |
| Wall Street Access Asset Management, LLC | 6 | $7.91K | 0.00% | +6 | New |
| Caitong International Asset Management Co., Ltd | 6 | $7.91K | 0.01% | +6 | New |
| South State Corp. | 6 | $7.91K | 0.00% | −7−53.8% | Reduced |
| Kilter Group LLC | 6 | $7.91K | 0.00% | +1+20.0% | Added |
| Marquette Asset Management, LLC | 6 | $7.91K | 0.00% | +6 | New |
| Sunbelt Securities, Inc. | 6 | $8.13K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $9.00K | 0.00% | −1−12.5% | Reduced |
| Meeder Asset Management Inc | 7 | $9.23K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 7 | $9.23K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $9.23K | 0.00% | +2+40.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $9.79K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 8 | $9.91K | 0.00% | −1−11.1% | Reduced |
| Key Financial Inc | 8 | $10.4K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 8 | $10.5K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 8 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $10.5K | 0.00% | −2−20.0% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 8 | $10.5K | 0.02% | −1−11.1% | Reduced |
| Capital Advisors, Ltd. LLC | 8 | $11.0K | 0.00% | −5−38.5% | Reduced |
| Ogorek Anthony Joseph | 9 | $11.0K | 0.00% | −1−10.0% | Reduced |
| Abound Wealth Management | 9 | $11.4K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 9 | $11.9K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $11.9K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $11.9K | 0.00% | +1+12.5% | Added |
| UMA Financial Services, Inc. | 9 | $11.9K | 0.00% | +8+800.0% | Added |
| Crewe Advisors LLC | 9 | $11.9K | 0.00% | +9 | New |
| Dunhill Financial, LLC | 10 | $13.1K | 0.00% | +1+11.1% | Added |
| Highline Wealth Partners LLC | 10 | $13.2K | 0.00% | +5+100.0% | Added |
| Motco | 10 | $13.2K | 0.00% | +10 | New |
| Atlantic Edge Private Wealth Management, LLC | 11 | $14.5K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 12 | $15.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $15.8K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 12 | $15.8K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 12 | $15.8K | 0.00% | +9+300.0% | Added |
| IAG Wealth Partners, LLC | 12 | $15.8K | 0.00% | +12 | New |
| Hughes Financial Services, LLC | 13 | $16.8K | 0.00% | −1−7.1% | Reduced |
| MTM Investment Management, LLC | 13 | $17.1K | 0.01% | 00.0% | Unchanged |