| Coston, McIsaac & Partners | 11 | $0 | 0.00% | +11 | New |
| Smallwood Wealth Investment Management, LLC | 0 | $20 | 0.00% | 0 | Unchanged |
| Millstone Evans Group, LLC | 3 | $206 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 3 | $207 | 0.00% | +3 | New |
| High Note Wealth, LLC | 4 | $275 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $275 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 5 | $344 | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 5 | $344 | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 5 | $344 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 5 | $350 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $413 | 0.00% | 00.0% | Unchanged |
| American National Bank | 8 | $550 | 0.00% | +8 | New |
| Evolution Wealth Management Inc. | 9 | $618 | 0.00% | +9 | New |
| Bogart Wealth, LLC | 10 | $687 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 11 | $756 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 12 | $825 | 0.00% | −31−72.1% | Reduced |
| Iron Horse Wealth Management, LLC | 12 | $825 | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 13 | $893 | 0.00% | +13 | New |
| Proathlete Wealth Management LLC | 14 | $962 | 0.00% | +14 | New |
| 1620 Investment Advisors, Inc. | 15 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 19 | $1.31K | 0.00% | +19 | New |
| Principia Wealth Advisory, LLC | 20 | $1.37K | 0.00% | +20 | New |
| Rakuten Securities, Inc. | 21 | $1.44K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 22 | $1.51K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 23 | $1.58K | 0.00% | +23 | New |
| Darwin Advisors, LLC | 23 | $1.59K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 25 | $1.72K | 0.00% | 00.0% | Unchanged |
| City State Bank | 25 | $1.72K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 26 | $1.79K | 0.00% | +26 | New |
| CX Institutional | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 35 | $2.11K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 32 | $2.20K | 0.00% | −10−23.8% | Reduced |
| Key Financial Inc | 32 | $2.20K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 37 | $2.54K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 37 | $2.54K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 38 | $2.61K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 39 | $2.68K | 0.00% | −27−40.9% | Reduced |
| Salem Investment Counselors Inc | 41 | $2.90K | 0.00% | −32−43.8% | Reduced |
| Cornerstone Planning Group LLC | 49 | $2.92K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 43 | $2.96K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 46 | $3.16K | 0.00% | +46 | New |
| Vermillion Wealth Management, Inc. | 47 | $3.23K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $3.44K | 0.00% | −253−83.5% | Reduced |
| TD Capital Management LLC | 50 | $3.44K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 50 | $3.44K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 54 | $3.72K | 0.00% | +34+170.0% | Added |
| Fortitude Family Office, LLC | 58 | $3.99K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 61 | $4.19K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 63 | $4.33K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 64 | $4.40K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 64 | $4.40K | 0.01% | +64 | New |
| Byrne Asset Management LLC | 64 | $4.40K | 0.00% | +64 | New |
| Bruce G. Allen Investments, LLC | 65 | $4.47K | 0.00% | +21+47.7% | Added |
| UMA Financial Services, Inc. | 65 | $4.47K | 0.00% | +23+54.8% | Added |
| Maseco LLP | 72 | $4.92K | 0.00% | +72 | New |
| Capital Advisors, Ltd. LLC | 69 | $5.00K | 0.00% | +1+1.5% | Added |
| Capital Analysts, LLC | 68 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 103 | $5.18K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 75 | $5.20K | 0.00% | +13+21.0% | Added |
| Plante Moran Financial Advisors, LLC | 76 | $5.22K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 76 | $5.22K | 0.00% | +76 | New |
| Zions Bancorporation, National Association | 80 | $5.50K | 0.00% | +5+6.7% | Added |
| Ninety One UK Ltd | 85 | $5.84K | 0.00% | +85 | New |
| Stephens Consulting, LLC | 88 | $6.05K | 0.00% | +88 | New |
| Murphy & Mullick Capital Management Corp | 112 | $6.46K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 99 | $6.80K | 0.00% | +85+607.1% | Added |
| South State Corp. | 100 | $6.87K | 0.00% | 00.0% | Unchanged |
| Friedenthal Financial | 100 | $6.87K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $6.87K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $6.87K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 101 | $6.94K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 101 | $6.94K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 106 | $7.29K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 113 | $7.76K | 0.00% | +13+13.0% | Added |
| Beacon Capital Management, LLC | 115 | $7.90K | 0.00% | −194−62.8% | Reduced |
| GW&K Investment Management, LLC | 114 | $8.00K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 117 | $8.11K | 0.00% | +117 | New |
| AdvisorNet Financial, Inc | 119 | $8.16K | 0.00% | +102+600.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 125 | $8.59K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 132 | $9.09K | 0.00% | +82+164.0% | Added |
| Binnacle Investments Inc | 137 | $9.41K | 0.01% | +20+17.1% | Added |
| Clearstead Advisors, LLC | 146 | $10.0K | 0.00% | −75−33.9% | Reduced |
| Winch Advisory Services, LLC | 154 | $10.6K | 0.00% | +2+1.3% | Added |
| Cape Investment Advisory, Inc. | 158 | $10.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 168 | $11.5K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 178 | $12.2K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 183 | $12.6K | 0.00% | +162+771.4% | Added |
| Kelly Lawrence W & Associates Inc | 200 | $13.7K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 200 | $13.7K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 221 | $15.2K | 0.00% | −19,604−98.9% | Reduced |
| Country Trust Bank | 222 | $15.3K | 0.00% | +222 | New |
| Tortoise Investment Management, LLC | 225 | $15.5K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 230 | $15.8K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 236 | $16.2K | 0.00% | +38+19.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 267 | $16.4K | 0.01% | +267 | New |
| Fifth Third Bancorp | 248 | $17.0K | 0.00% | +29+13.2% | Added |
| Costello Asset Management, INC | 256 | $17.6K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 256 | $17.6K | 0.01% | −104−28.9% | Reduced |
| Rocky Mountain Advisers, LLC | 259 | $17.8K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 259 | $17.8K | 0.01% | +17+7.0% | Added |