| Bollard Group LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1 | $158 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $161 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 1 | $161 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $178 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 2 | $278 | 0.00% | −7,780−100.0% | Reduced |
| Turning Point Benefit Group, Inc. | 2 | $321 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 2 | $322 | 0.00% | +2 | New |
| Sunrise Financial Services, LLC | 2 | $322 | 0.00% | +2 | New |
| 1015 Capital Partners, LLC | 2 | $322 | 0.00% | +2 | New |
| American National Bank | 3 | $482 | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 3 | $482 | 0.00% | +3 | New |
| Marquette Asset Management, LLC | 3 | $483 | 0.00% | −10−76.9% | Reduced |
| Cape Investment Advisory, Inc. | 4 | $643 | 0.00% | +4 | New |
| Financial Consulate, Inc | 4 | $644 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $644 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $804 | 0.00% | +2+66.7% | Added |
| Harbor Investment Advisory, LLC | 5 | $804 | 0.00% | +5 | New |
| Clark Wealth Partners | 6 | $965 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $965 | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 6 | $965 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 7 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 7 | $1.13K | 0.00% | +3+75.0% | Added |
| Bare Financial Services, Inc | 7 | $1.13K | 0.00% | +7 | New |
| South State Corp. | 7 | $1.13K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 7 | $1.13K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 7 | $1.13K | 0.00% | +7 | New |
| Clayton Financial Group LLC | 8 | $1.29K | 0.00% | +8 | New |
| Investors Portfolio Services LLC | 8 | $1.34K | 0.00% | +8 | New |
| SHP Wealth Management | 9 | $1.37K | 0.00% | +9 | New |
| Boyd Watterson Asset Management LLC | 9 | $1.45K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $1.45K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 9 | $1.45K | 0.00% | +9 | New |
| TFC Financial Management | 9 | $1.46K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $1.61K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 11 | $1.77K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 12 | $1.93K | 0.00% | +12 | New |
| Cornerstone Financial Management LLC | 12 | $1.93K | 0.00% | +12 | New |
| Bay Harbor Wealth Management, LLC | 13 | $2.10K | 0.00% | +5+62.5% | Added |
| Dunhill Financial, LLC | 13 | $2.13K | 0.00% | +4+44.4% | Added |
| Basepoint Wealth LLC | 13 | $2.14K | 0.00% | +13 | New |
| Rialto Wealth Management, LLC | 14 | $2.25K | 0.00% | +1+7.7% | Added |
| UMA Financial Services, Inc. | 15 | $2.41K | 0.00% | +5+50.0% | Added |
| Kilter Group LLC | 15 | $2.41K | 0.00% | +7+87.5% | Added |
| Grove Bank & Trust | 16 | $2.57K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 17 | $2.73K | 0.00% | +17 | New |
| Alvarez & Marsal Private Wealth Partners, LLC | 17 | $2.74K | 0.00% | +17 | New |
| MidFirst Bank | 2,444 | $2.89K | 0.00% | +2,444 | New |
| Wealth Preservation Advisors, LLC | 18 | $2.89K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 18 | $2.89K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $3.06K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $3.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $3.22K | 0.00% | −2−9.1% | Reduced |
| Transamerica Financial Advisors, Inc. | 21 | $3.46K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 22 | $3.54K | 0.00% | +22 | New |
| Trust Co of Vermont | 23 | $3.70K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 23 | $3.70K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 23 | $3.70K | 0.00% | +23 | New |
| Bartlett & Co. Wealth Management LLC | 23 | $3.71K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 25 | $4.02K | 0.00% | −15−37.5% | Reduced |
| Howard Hughes Medical Institute | 25 | $4.02K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 25 | $4.02K | 0.00% | +25 | New |
| HHM Wealth Advisors, LLC | 27 | $4.28K | 0.00% | +1+3.8% | Added |
| MV Capital Management, Inc. | 27 | $4.34K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 28 | $4.50K | 0.01% | +11+64.7% | Added |
| Atlas Capital Advisors LLC | 29 | $4.66K | 0.00% | +29 | New |
| Delta Asset Management LLC | 31 | $4.98K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 33 | $5.00K | 0.00% | +33 | New |
| IMA Wealth, Inc. | 33 | $5.31K | 0.00% | +29+725.0% | Added |
| Torren Management, LLC | 35 | $5.58K | 0.00% | +35 | New |
| Sachetta, LLC | 35 | $5.63K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 41 | $6.59K | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 42 | $6.75K | 0.13% | −1−2.3% | Reduced |
| CVA Family Office, LLC | 42 | $6.75K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 42 | $6.75K | 0.00% | +7+20.0% | Added |
| Ogorek Anthony Joseph | 47 | $7.00K | 0.00% | +6+14.6% | Added |
| SJS Investment Consulting Inc. | 46 | $7.40K | 0.00% | +32+228.6% | Added |
| Whittier Trust Co | 45 | $7.54K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 54 | $8.68K | 0.00% | +54 | New |
| Spire Wealth Management | 56 | $8.93K | 0.00% | −2−3.4% | Reduced |
| Prestige Wealth Management Group LLC | 56 | $9.04K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 57 | $9.20K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 59 | $9.48K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 62 | $10.0K | 0.00% | +3+5.1% | Added |
| Wealth Enhancement Trust Services, Inc. | 64 | $10.3K | 0.00% | +64 | New |
| Truvestments Capital LLC | 73 | $11.7K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 75 | $12.1K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 74 | $12.2K | 0.00% | +74 | New |
| NBC Securities, Inc. | 76 | $12.2K | 0.00% | −31−29.0% | Reduced |
| GW&K Investment Management, LLC | 78 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 83 | $13.3K | 0.00% | +83 | New |
| Farmers & Merchants Investments Inc | 87 | $14.0K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 89 | $14.3K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 73 | $14.4K | 0.02% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 100 | $16.0K | 0.00% | +100 | New |
| Elyxium Wealth, LLC | 100 | $16.1K | 0.00% | +100 | New |
| JFS Wealth Advisors, LLC | 100 | $16.1K | 0.00% | +30+42.9% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $16.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 109 | $17.5K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 105 | $17.6K | 0.00% | +79+303.8% | Added |