| Cloud Capital Management, LLC | 38 | $0 | 0.00% | +38 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $37 | 0.00% | +2 | New |
| Strengthening Families & Communities, LLC | 9 | $167 | 0.00% | +9 | New |
| Mountain Hill Investment Partners Corp. | 10 | $183 | 0.00% | +10 | New |
| Evermay Wealth Management LLC | 10 | $184 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 11 | $193 | 0.00% | −6−35.3% | Reduced |
| Raleigh Capital Management Inc. | 11 | $201 | 0.00% | −1−8.3% | Reduced |
| Stone House Investment Management, LLC | 13 | $238 | 0.00% | +13 | New |
| Turning Point Benefit Group, Inc. | 13 | $250 | 0.00% | +13 | New |
| HFM Investment Advisors, LLC | 14 | $256 | 0.00% | −9−39.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 14 | $256 | 0.00% | −8−36.4% | Reduced |
| Cape Investment Advisory, Inc. | 14 | $256 | 0.00% | +14 | New |
| American Capital Advisory, LLC | 17 | $312 | 0.00% | +8+88.9% | Added |
| Proffitt & Goodson Inc | 18 | $330 | 0.00% | +18 | New |
| WestEnd Advisors, LLC | 20 | $366 | 0.00% | +3+17.6% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 21 | $385 | 0.00% | +21 | New |
| Dogwood Wealth Management LLC | 22 | $403 | 0.00% | +22 | New |
| TFC Financial Management | 26 | $477 | 0.00% | +26 | New |
| Highline Wealth Partners LLC | 27 | $492 | 0.00% | +1+3.8% | Added |
| Avalon Trust Co | 27 | $495 | 0.00% | +27 | New |
| Bogart Wealth, LLC | 28 | $513 | 0.00% | −328−92.1% | Reduced |
| Sachetta, LLC | 30 | $550 | 0.00% | −112−78.9% | Reduced |
| DiNuzzo Private Wealth, Inc. | 30 | $574 | 0.00% | −20−40.0% | Reduced |
| Operose Advisors LLC | 35 | $641 | 0.00% | +35 | New |
| NVWM, LLC | 37 | $677 | 0.00% | +37 | New |
| Frazier Financial Advisors, LLC | 39 | $709 | 0.00% | +1+2.6% | Added |
| Fortis Group Advisors, LLC | 46 | $842 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 47 | $861 | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 51 | $934 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 65 | $1.00K | 0.00% | −141−68.4% | Reduced |
| Picton Mahoney Asset Management | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 56 | $1.03K | 0.00% | −796−93.4% | Reduced |
| Colonial Trust Co | 57 | $1.04K | 0.00% | +37+185.0% | Added |
| Raffa Wealth Management, LLC | 59 | $1.08K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 64 | $1.17K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 75 | $1.37K | 0.00% | +75 | New |
| Hughes Financial Services, LLC | 85 | $1.44K | 0.00% | +61+254.2% | Added |
| TD Capital Management LLC | 80 | $1.47K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 81 | $1.48K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 84 | $1.54K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 85 | $1.56K | 0.00% | +85 | New |
| Morse Asset Management, Inc | 100 | $1.83K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 102 | $1.87K | 0.00% | +76+292.3% | Added |
| Howard Hughes Medical Institute | 103 | $1.89K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 103 | $1.89K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 103 | $1.89K | 0.00% | +103 | New |
| Global Wealth Strategies & Associates | 108 | $1.98K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 102 | $2.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 124 | $2.27K | 0.00% | −398−76.2% | Reduced |
| Kilter Group LLC | 124 | $2.27K | 0.00% | −26−17.3% | Reduced |
| Clear Investment Research, LLC | 124 | $2.28K | 0.00% | +2+1.6% | Added |
| South State Corp. | 131 | $2.40K | 0.00% | +94+254.1% | Added |
| Medallion Wealth Advisors, LLC | 145 | $2.65K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 145 | $2.65K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 140 | $2.70K | 0.00% | +140 | New |
| Asset Dedication, LLC | 150 | $2.75K | 0.00% | −150−50.0% | Reduced |
| Rocky Mountain Advisers, LLC | 164 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 180 | $3.30K | 0.00% | −2,431−93.1% | Reduced |
| CVA Family Office, LLC | 188 | $3.44K | 0.00% | −79−29.6% | Reduced |
| DT Investment Partners, LLC | 190 | $3.48K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 191 | $3.50K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 203 | $3.72K | 0.00% | +203 | New |
| Bare Financial Services, Inc | 205 | $3.75K | 0.00% | +86+72.3% | Added |
| ZRC Wealth Management, LLC | 221 | $4.05K | 0.00% | +221 | New |
| Crewe Advisors LLC | 227 | $4.16K | 0.00% | +227 | New |
| Accredited Wealth Management, LLC | 87 | $4.26K | 0.00% | −141−61.8% | Reduced |
| Fortitude Family Office, LLC | 236 | $4.32K | 0.00% | +87+58.4% | Added |
| Strategic Advocates LLC | 254 | $4.65K | 0.00% | +254 | New |
| TD Private Client Wealth LLC | 265 | $4.85K | 0.00% | −888−77.0% | Reduced |
| Anfield Capital Management, LLC | 268 | $4.91K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 268 | $4.91K | 0.00% | +268 | New |
| Compass Financial Services Inc | 272 | $4.97K | 0.00% | +5+1.9% | Added |
| First PREMIER Bank | 296 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 310 | $5.40K | 0.00% | +299+2,718.2% | Added |
| FSA Wealth Management LLC | 300 | $5.49K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 300 | $5.49K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 300 | $5.49K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 300 | $5.49K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 300 | $5.49K | 0.00% | −29−8.8% | Reduced |
| Prestige Wealth Management Group LLC | 307 | $5.62K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 315 | $5.77K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 341 | $6.00K | 0.00% | −94−21.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 328 | $6.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 339 | $6.00K | 0.00% | +217+177.9% | Added |
| Atlantic Edge Private Wealth Management, LLC | 333 | $6.10K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 362 | $6.92K | 0.00% | +362 | New |
| Clark Wealth Partners | 400 | $6.92K | 0.00% | +400 | New |
| Wall Street Access Asset Management, LLC | 380 | $6.95K | 0.00% | +380 | New |
| Zions Bancorporation, National Association | 384 | $7.03K | 0.00% | −224−36.8% | Reduced |
| Grove Bank & Trust | 384 | $7.03K | 0.00% | −53−12.1% | Reduced |
| Princeton Global Asset Management LLC | 400 | $7.32K | 0.00% | −1,200−75.0% | Reduced |
| Crews Bank & Trust | 400 | $7.32K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 400 | $7.32K | 0.00% | +100+33.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 400 | $7.32K | 0.00% | +400 | New |
| Aventura Private Wealth, LLC | 403 | $7.38K | 0.00% | −713−63.9% | Reduced |
| Westside Investment Management, Inc. | 393 | $7.58K | 0.00% | +126+47.2% | Added |
| Boyd Watterson Asset Management LLC | 431 | $7.89K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 432 | $7.91K | 0.00% | −24,142−98.2% | Reduced |
| GHP Investment Advisors, Inc. | 433 | $7.93K | 0.00% | +433 | New |