| Raffa Wealth Management, LLC | 1 | $193 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $194 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 2 | $299 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $383 | 0.00% | +2 | New |
| JPL Wealth Management, LLC | 2 | $387 | 0.00% | −29−93.5% | Reduced |
| Hughes Financial Services, LLC | 3 | $580 | 0.00% | +2+200.0% | Added |
| Nemes Rush Group LLC | 4 | $773 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $966 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 5 | $966 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 5 | $966 | 0.00% | +5 | New |
| CX Institutional | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| Creative Financial Designs Inc | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 6 | $1.20K | 0.00% | +6 | New |
| Wilkerson Advisory Group LLC | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.35K | 0.00% | +2+40.0% | Added |
| Kilter Group LLC | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 8 | $1.55K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 8 | $1.55K | 0.00% | +8 | New |
| MTM Investment Management, LLC | 9 | $1.74K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $1.93K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 10 | $1.93K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $1.93K | 0.00% | +6+150.0% | Added |
| Dunhill Financial, LLC | 10 | $2.01K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 11 | $2.13K | 0.00% | +1+10.0% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $2.32K | 0.00% | −1−7.7% | Reduced |
| Bay Harbor Wealth Management, LLC | 12 | $2.32K | 0.00% | +1+9.1% | Added |
| Continuum Advisory, LLC | 12 | $2.32K | 0.00% | +12 | New |
| Creative Capital Management Investments LLC | 14 | $2.71K | 0.00% | −11−44.0% | Reduced |
| 1 North Wealth Services LLC | 14 | $2.71K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 14 | $2.71K | 0.00% | −9−39.1% | Reduced |
| Spire Wealth Management | 15 | $2.87K | 0.00% | +1+7.1% | Added |
| Whipplewood Advisors, LLC | 15 | $2.90K | 0.00% | −16−51.6% | Reduced |
| Albion Financial Group | 15 | $2.90K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 16 | $3.09K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $3.09K | 0.00% | +8+100.0% | Added |
| Signature Equity Partners, LLC | 16 | $3.14K | 0.00% | +9+128.6% | Added |
| Bogart Wealth, LLC | 17 | $3.29K | 0.00% | −278−94.2% | Reduced |
| Wall Street Access Asset Management, LLC | 18 | $3.44K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 18 | $3.48K | 0.00% | +1+5.9% | Added |
| Private Wealth Management Group, LLC | 18 | $3.48K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 20 | $3.87K | 0.00% | −108−84.4% | Reduced |
| UMA Financial Services, Inc. | 20 | $3.87K | 0.00% | −5−20.0% | Reduced |
| Navigoe, LLC | 21 | $4.00K | 0.00% | +4+23.5% | Added |
| Johnson Financial Group, Inc. | 21 | $4.06K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 23 | $4.44K | 0.00% | +23 | New |
| ZRC Wealth Management, LLC | 24 | $4.64K | 0.00% | +24 | New |
| Aberdeen Wealth Management LLC | 25 | $4.83K | 0.00% | +25 | New |
| Markowski Investments | 25 | $4.83K | 0.00% | +25 | New |
| Prudent Man Investment Management, Inc. | 31 | $5.15K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 28 | $5.48K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 30 | $5.80K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 32 | $5.80K | 0.00% | +32 | New |
| Torren Management, LLC | 30 | $5.88K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 32 | $6.18K | 0.00% | +4+14.3% | Added |
| Bell Investment Advisors, Inc | 33 | $6.38K | 0.00% | +3+10.0% | Added |
| Owl Creek Wealth Partners LLC | 35 | $6.76K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 36 | $6.96K | 0.00% | −4−10.0% | Reduced |
| MCF Advisors LLC | 39 | $7.54K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 42 | $8.12K | 0.00% | −7−14.3% | Reduced |
| Key Financial Inc | 47 | $9.08K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 47 | $9.08K | 0.00% | +7+17.5% | Added |
| TD Waterhouse Canada Inc. | 48 | $9.19K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 49 | $9.47K | 0.00% | +20+69.0% | Added |
| Islay Capital Management, LLC | 50 | $9.66K | 0.00% | −15−23.1% | Reduced |
| MPWM Advisory Solutions, LLC | 50 | $9.66K | 0.00% | 00.0% | Unchanged |
| Paladin Partners, LLC | 52 | $10.1K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 54 | $10.5K | 0.00% | +6+12.5% | Added |
| Bare Financial Services, Inc | 55 | $10.6K | 0.00% | +29+111.5% | Added |
| Basecamp Wealth Advisors LLC | 56 | $10.8K | 0.00% | −98−63.6% | Reduced |
| First Horizon Corp | 57 | $11.0K | 0.00% | +57 | New |
| Farmers & Merchants Investments Inc | 59 | $11.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 62 | $12.0K | 0.00% | +2+3.3% | Added |
| Basepoint Wealth LLC | 65 | $12.7K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 77 | $14.9K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 82 | $15.8K | 0.00% | −267−76.5% | Reduced |
| AdvisorNet Financial, Inc | 99 | $19.1K | 0.00% | +93+1,550.0% | Added |
| Independence Bank of Kentucky | 100 | $19.3K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 104 | $19.9K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 102 | $20.0K | 0.01% | +1+1.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 108 | $20.8K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 111 | $21.4K | 0.01% | +1+0.9% | Added |
| Boreal Capital Management LLC | 115 | $22.2K | 0.02% | 00.0% | Unchanged |
| South State Corp. | 125 | $24.2K | 0.00% | +3+2.5% | Added |
| Crewe Advisors LLC | 129 | $24.9K | 0.00% | +129 | New |
| Activest Wealth Management | 130 | $25.1K | 0.00% | +19+17.1% | Added |
| Measured Wealth Private Client Group, LLC | 139 | $26.9K | 0.01% | −57−29.1% | Reduced |
| Group One Trading, L.P. | 146 | $28.2K | 0.00% | +146 | New |
| Anchor Investment Management, LLC | 150 | $29.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $29.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 160 | $30.9K | 0.00% | −240−60.0% | Reduced |
| Silvant Capital Management LLC | 165 | $31.9K | 0.00% | +165 | New |
| Quent Capital, LLC | 182 | $35.2K | 0.00% | −36−16.5% | Reduced |
| Princeton Global Asset Management LLC | 188 | $36.3K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 192 | $37.1K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 199 | $38.5K | 0.00% | −73−26.8% | Reduced |
| Versant Capital Management, Inc | 207 | $40.0K | 0.00% | +16+8.4% | Added |
| Salomon & Ludwin, LLC | 218 | $40.6K | 0.00% | −81−27.1% | Reduced |
| Wellington-Altus USA Inc. | 255 | $42.1K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 219 | $42.3K | 0.00% | +73+50.0% | Added |