| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Cassady Schiller Wealth Management, LLC | 0 | $13 | 0.00% | 0 | Unchanged |
| Creekmur Asset Management LLC | 1 | $43 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 1 | $60 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $120 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $180 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $299 | 0.00% | +1+25.0% | Added |
| Northwest Investment Counselors, LLC | 5 | $324 | 0.00% | +5 | New |
| Reston Wealth Management LLC | 6 | $358 | 0.00% | +6 | New |
| Voisard Asset Management Group, Inc. | 8 | $478 | 0.00% | −92−92.0% | Reduced |
| Cornerstone Planning Group LLC | 11 | $620 | 0.00% | −3−21.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 12 | $724 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 14 | $836 | 0.00% | −5−26.3% | Reduced |
| Core Alternative Capital | 14 | $836 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $885 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 15 | $942 | 0.00% | +15 | New |
| Cullen/Frost Bankers, Inc. | 16 | $956 | 0.00% | −126−88.7% | Reduced |
| Cape Investment Advisory, Inc. | 18 | $1.07K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 25 | $1.49K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 26 | $1.55K | 0.00% | +26 | New |
| Talon Private Wealth, LLC | 29 | $1.73K | 0.00% | +29 | New |
| Disciplina Capital Management LLC | 30 | $1.79K | 0.00% | −931−96.9% | Reduced |
| Valued Wealth Advisors LLC | 30 | $1.80K | 0.00% | −79−72.5% | Reduced |
| Iron Horse Wealth Management, LLC | 32 | $1.91K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 33 | $2.00K | 0.00% | −74−69.2% | Reduced |
| Penserra Capital Management LLC | 39 | $2.00K | 0.00% | −3−7.1% | Reduced |
| Highline Wealth Partners LLC | 37 | $2.21K | 0.00% | +3+8.8% | Added |
| Stone House Investment Management, LLC | 40 | $2.39K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 42 | $2.44K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 43 | $2.57K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 43 | $2.57K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 50 | $2.63K | 0.00% | +26+108.3% | Added |
| Eagle Bay Advisors LLC | 45 | $2.69K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 46 | $2.77K | 0.00% | +46 | New |
| Maryland Capital Advisors Inc. | 50 | $2.99K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 56 | $3.35K | 0.00% | −450−88.9% | Reduced |
| Prestige Wealth Management Group LLC | 56 | $3.35K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 58 | $3.46K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 60 | $3.58K | 0.00% | +34+130.8% | Added |
| Harbor Investment Advisory, LLC | 65 | $3.88K | 0.00% | −4−5.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 65 | $3.88K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 67 | $4.00K | 0.00% | −8−10.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 68 | $4.06K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 68 | $4.06K | 0.00% | +1+1.5% | Added |
| Rakuten Securities, Inc. | 69 | $4.12K | 0.00% | −7−9.2% | Reduced |
| St Germain D J Co Inc | 69 | $4.12K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 73 | $4.36K | 0.00% | −100−57.8% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 74 | $4.42K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 75 | $4.48K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 76 | $4.54K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 89 | $5.32K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 90 | $5.38K | 0.00% | +90 | New |
| Byrne Asset Management LLC | 100 | $5.97K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 100 | $5.97K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 100 | $5.97K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 101 | $6.03K | 0.00% | +1+1.0% | Added |
| Hartford Financial Management Inc. | 101 | $6.03K | 0.00% | +1+1.0% | Added |
| First United Bank Trust | 106 | $6.33K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 110 | $6.60K | 0.00% | +55+100.0% | Added |
| Colonial Trust Advisors | 112 | $6.69K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 112 | $6.72K | 0.00% | +27+31.8% | Added |
| Meeder Asset Management Inc | 113 | $6.75K | 0.00% | +10+9.7% | Added |
| Cetera Trust Company, N.A | 123 | $7.35K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 129 | $7.71K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 130 | $7.77K | 0.00% | +100+333.3% | Added |
| GPS Wealth Strategies Group, LLC | 132 | $7.89K | 0.00% | +1+0.8% | Added |
| Bullock Wealth Management Group | 137 | $8.16K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 138 | $8.24K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 144 | $8.60K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 148 | $8.84K | 0.00% | −5−3.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 148 | $8.85K | 0.00% | +1+0.7% | Added |
| Financial Network Wealth Advisors LLC | 149 | $8.90K | 0.01% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 154 | $9.20K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 159 | $9.50K | 0.00% | +157+7,850.0% | Added |
| Red Tortoise LLC | 163 | $9.74K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 170 | $10.2K | 0.01% | +14+9.0% | Added |
| Bell Investment Advisors, Inc | 174 | $10.4K | 0.00% | −25−12.6% | Reduced |
| Insight Financial Services | 175 | $10.5K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 180 | $10.8K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 176 | $10.9K | 0.00% | −152−46.3% | Reduced |
| Capital Analysts, LLC | 188 | $11.0K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 189 | $11.3K | 0.00% | +189 | New |
| Raleigh Capital Management Inc. | 199 | $11.9K | 0.00% | −26−11.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 200 | $11.9K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 200 | $11.9K | 0.01% | 00.0% | Unchanged |
| Rogco, LP | 200 | $11.9K | 0.00% | +200 | New |
| TSFG, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 234 | $12.0K | 0.00% | +234 | New |
| Operose Advisors LLC | 205 | $12.2K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 208 | $12.4K | 0.00% | −77−27.0% | Reduced |
| Webster Bank, N. A. | 210 | $12.5K | 0.00% | +210 | New |
| Main Street Group, LTD | 213 | $12.7K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 226 | $13.5K | 0.00% | −30−11.7% | Reduced |
| DHJJ Financial Advisors, Ltd. | 239 | $14.3K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 246 | $14.7K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 250 | $14.9K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 260 | $15.5K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 262 | $15.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 264 | $15.8K | 0.00% | 00.0% | Unchanged |