| Concord Wealth Partners | 1 | $175 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1 | $175 | 0.00% | +1 | New |
| Toth Financial Advisory Corp | 2 | $351 | 0.00% | +2 | New |
| Eastern Bank | 2 | $351 | 0.00% | +2 | New |
| Rachor Investment Advisory Services, LLC | 2 | $351 | 0.00% | +2 | New |
| Optima Capital LLC | 3 | $526 | 0.00% | +3 | New |
| Godfrey Financial Associates, Inc. | 3 | $526 | 0.00% | +3 | New |
| McGuire Capital Advisors Inc | 3 | $526 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 3 | $527 | 0.00% | +3 | New |
| Crewe Advisors LLC | 3 | $527 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $702 | 0.00% | +1+33.3% | Added |
| Key Financial Inc | 4 | $703 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 5 | $877 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 5 | $877 | 0.00% | +5 | New |
| CX Institutional | 5 | $1.00K | 0.00% | +5 | New |
| Activest Wealth Management | 6 | $1.05K | 0.00% | +6 | New |
| Golden State Wealth Management, LLC | 6 | $1.05K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 7 | $1.23K | 0.00% | −6−46.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.23K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 8 | $1.40K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 8 | $1.40K | 0.00% | +8 | New |
| Signature Equity Partners, LLC | 9 | $1.61K | 0.00% | +9 | New |
| Brown, Lisle/Cummings, Inc. | 11 | $1.98K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 13 | $2.00K | 0.00% | +13 | New |
| Breakwater Investment Management | 12 | $2.10K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 13 | $2.28K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 13 | $2.28K | 0.00% | +13 | New |
| Medallion Wealth Advisors, LLC | 14 | $2.46K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 14 | $2.46K | 0.00% | +3+27.3% | Added |
| Whipplewood Advisors, LLC | 15 | $2.63K | 0.00% | +15 | New |
| C M Bidwell & Associates Ltd | 16 | $2.81K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 16 | $2.81K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 16 | $2.81K | 0.00% | +2+14.3% | Added |
| American National Bank | 16 | $2.81K | 0.00% | +16 | New |
| Bangor Savings Bank | 16 | $2.81K | 0.00% | +16 | New |
| Triumph Capital Management | 17 | $2.98K | 0.00% | +17 | New |
| Stone House Investment Management, LLC | 20 | $3.51K | 0.00% | +20 | New |
| Steigerwald, Gordon & Koch Inc. | 20 | $3.51K | 0.00% | +20 | New |
| Greenline Wealth Management LLC | 21 | $3.77K | 0.00% | +21 | New |
| First Horizon Corp | 22 | $3.86K | 0.00% | −67−75.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 22 | $3.86K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 22 | $3.86K | 0.00% | +22 | New |
| 1015 Capital Partners, LLC | 22 | $3.86K | 0.00% | +22 | New |
| Ameriflex Group, Inc. | 22 | $3.86K | 0.00% | +22 | New |
| Coston, McIsaac & Partners | 24 | $4.00K | 0.00% | +24 | New |
| Albion Financial Group | 25 | $4.38K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 25 | $4.38K | 0.00% | +3+13.6% | Added |
| Murphy & Mullick Capital Management Corp | 25 | $4.39K | 0.00% | +3+13.6% | Added |
| RMG Wealth Management LLC | 27 | $4.53K | 0.00% | +27 | New |
| Creative Financial Designs Inc | 26 | $4.56K | 0.00% | −18−40.9% | Reduced |
| Highline Wealth Partners LLC | 27 | $4.74K | 0.00% | −1−3.6% | Reduced |
| MidFirst Bank | 1,267 | $4.91K | 0.00% | +1,267 | New |
| Costello Asset Management, INC | 30 | $5.26K | 0.00% | +30 | New |
| CoreCap Advisors, LLC | 31 | $5.44K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 32 | $5.61K | 0.00% | 00.0% | Unchanged |
| Imprint Wealth LLC | 34 | $5.96K | 0.03% | +32+1,600.0% | Added |
| Reyes Financial Architecture, Inc. | 34 | $5.96K | 0.00% | +34 | New |
| Hantz Financial Services, Inc. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 36 | $6.02K | 0.00% | +36 | New |
| Marquette Asset Management, LLC | 36 | $6.31K | 0.00% | −6−14.3% | Reduced |
| United Financial Planning Group LLC | 39 | $6.84K | 0.00% | +39 | New |
| Avion Wealth | 40 | $7.00K | 0.00% | −1−2.4% | Reduced |
| Maseco LLP | 41 | $7.19K | 0.00% | +41 | New |
| Parkside Financial Bank & Trust | 41 | $7.19K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 41 | $7.19K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 41 | $7.19K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 42 | $7.37K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 42 | $7.38K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 43 | $7.54K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 44 | $7.71K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 44 | $7.72K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 44 | $7.72K | 0.00% | +44 | New |
| Sunbelt Securities, Inc. | 44 | $7.73K | 0.00% | +31+238.5% | Added |
| Investors Portfolio Services LLC | 48 | $8.42K | 0.01% | +48 | New |
| Capital Advisors, Ltd. LLC | 54 | $9.00K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 52 | $9.12K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 53 | $9.29K | 0.00% | +23+76.7% | Added |
| North Star Investment Management Corp. | 55 | $9.64K | 0.00% | +55 | New |
| Signature Resources Capital Management, LLC | 57 | $10.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 60 | $10.5K | 0.00% | +60 | New |
| Mark Sheptoff Financial Planning, LLC | 69 | $12.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 70 | $12.3K | 0.00% | −9−11.4% | Reduced |
| Richardson Capital Management LLC | 70 | $12.3K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 70 | $12.3K | 0.00% | +13+22.8% | Added |
| Addison Advisors LLC | 73 | $12.8K | 0.00% | −4−5.2% | Reduced |
| Harvest Fund Management Co., Ltd | 72 | $13.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 75 | $13.2K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 81 | $14.2K | 0.01% | +81 | New |
| Scarborough Advisors, LLC | 83 | $14.6K | 0.00% | +2+2.5% | Added |
| Cornerstone Financial Management LLC | 85 | $14.9K | 0.01% | +85 | New |
| CBIZ Investment Advisory Services, LLC | 88 | $15.4K | 0.00% | +71+417.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 88 | $15.5K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 90 | $15.8K | 0.00% | −60−40.0% | Reduced |
| JFS Wealth Advisors, LLC | 90 | $15.8K | 0.00% | +26+40.6% | Added |
| Prestige Wealth Management Group LLC | 97 | $17.0K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 99 | $17.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 103 | $18.1K | 0.00% | −85−45.2% | Reduced |
| Itau Unibanco Holding S.A. | 107 | $18.8K | 0.00% | +107 | New |
| Montag A & Associates Inc | 117 | $20.4K | 0.00% | −1−0.8% | Reduced |