| Estate Planners Group, LLC | 0 | $7 | 0.00% | 0 | New |
| Atlantic Union Bankshares Corp | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 5 | $169 | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 5 | $169 | 0.00% | +5 | New |
| Bogart Wealth, LLC | 8 | $271 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 12 | $406 | 0.00% | +12 | New |
| Rossby Financial, LCC | 15 | $508 | 0.00% | +15 | New |
| Murphy & Mullick Capital Management Corp | 16 | $542 | 0.00% | +16 | New |
| DecisionPoint Financial, LLC | 18 | $610 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $677 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 22 | $745 | 0.00% | +22 | New |
| Central Trust Co | 23 | $775 | 0.00% | +7+43.8% | Added |
| Eastern Bank | 23 | $779 | 0.00% | +23 | New |
| Golden State Wealth Management, LLC | 24 | $812 | 0.00% | −11,200−99.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 25 | $849 | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 28 | $948 | 0.00% | +28 | New |
| Valley National Advisers Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 30 | $1.02K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 31 | $1.05K | 0.00% | +31 | New |
| Caldwell Sutter Capital, Inc. | 34 | $1.15K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 44 | $1.49K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 44 | $1.51K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 46 | $1.56K | 0.00% | −13−22.0% | Reduced |
| SWAN Capital LLC | 51 | $1.73K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 52 | $1.76K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 53 | $1.79K | 0.00% | +44+488.9% | Added |
| Elyxium Wealth, LLC | 56 | $1.90K | 0.00% | +56 | New |
| Sunrise Financial Services, LLC | 57 | $1.93K | 0.00% | +57 | New |
| First Command Advisory Services, Inc. | 60 | $2.03K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 62 | $2.10K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 68 | $2.30K | 0.00% | +68 | New |
| Stephens Consulting, LLC | 70 | $2.37K | 0.00% | +70 | New |
| Hallmark Capital Management Inc | 78 | $2.64K | 0.00% | +78 | New |
| Tucker Asset Management LLC | 78 | $2.64K | 0.00% | +78 | New |
| Private Trust Co NA | 82 | $2.78K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 84 | $2.84K | 0.00% | +84 | New |
| Quaker Wealth Management, LLC | 90 | $3.05K | 0.00% | +90 | New |
| Gilpin Wealth Management, LLC | 90 | $3.05K | 0.00% | +90 | New |
| Nemes Rush Group LLC | 95 | $3.22K | 0.00% | +95 | New |
| LRI Investments, LLC | 96 | $3.25K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 96 | $3.25K | 0.00% | +96 | New |
| Olistico Wealth, LLC | 96 | $3.25K | 0.00% | +96 | New |
| Copeland Capital Management, LLC | 102 | $3.45K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 105 | $3.55K | 0.00% | +105 | New |
| Bare Financial Services, Inc | 111 | $3.76K | 0.00% | +32+40.5% | Added |
| CVA Family Office, LLC | 115 | $3.89K | 0.00% | +32+38.6% | Added |
| Penserra Capital Management LLC | 129 | $4.00K | 0.00% | +39+43.3% | Added |
| Abound Wealth Management | 119 | $4.03K | 0.00% | +119 | New |
| SageView Advisory Group, LLC | 129 | $4.37K | 0.00% | +129 | New |
| Boreal Capital Management LLC | 140 | $4.80K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 158 | $5.35K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 160 | $5.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 162 | $5.48K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 163 | $5.52K | 0.01% | +163 | New |
| Financial Management Professionals, Inc. | 163 | $5.59K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 172 | $5.82K | 0.00% | −196−53.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 180 | $6.09K | 0.00% | +2+1.1% | Added |
| Bell Investment Advisors, Inc | 183 | $6.20K | 0.00% | +167+1,043.8% | Added |
| Sound Income Strategies, LLC | 186 | $6.39K | 0.00% | +138+287.5% | Added |
| United Financial Planning Group LLC | 196 | $6.63K | 0.00% | +196 | New |
| Motco | 200 | $6.77K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 200 | $6.77K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 200 | $6.77K | 0.00% | +200 | New |
| Country Trust Bank | 211 | $7.14K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 271 | $9.17K | 0.00% | +14+5.4% | Added |
| Essential Partners LLC | 286 | $9.68K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 288 | $9.75K | 0.01% | +288 | New |
| South State Corp. | 292 | $9.88K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 294 | $9.95K | 0.00% | +294 | New |
| Hantz Financial Services, Inc. | 288 | $10.0K | 0.00% | +28+10.8% | Added |
| Founders Capital Management | 300 | $10.2K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 344 | $11.6K | 0.00% | +344 | New |
| First Horizon Corp | 345 | $11.7K | 0.00% | +28+8.8% | Added |
| Financial Consulate, Inc | 360 | $12.2K | 0.00% | +150+71.4% | Added |
| Larson Financial Group LLC | 365 | $12.4K | 0.00% | +8+2.2% | Added |
| YANKCOM Partnership | 372 | $12.6K | 0.01% | +372 | New |
| NBC Securities, Inc. | 374 | $12.7K | 0.00% | +60+19.1% | Added |
| Key Financial Inc | 391 | $13.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 400 | $13.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 400 | $13.5K | 0.00% | +200+100.0% | Added |
| Dunhill Financial, LLC | 400 | $13.5K | 0.00% | +200+100.0% | Added |
| Pinnacle Bancorp, Inc. | 436 | $14.8K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 476 | $16.1K | 0.00% | +36+8.2% | Added |
| Citizens National Bank Trust Department | 500 | $16.9K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 569 | $19.3K | 0.00% | +569 | New |
| Signature Resources Capital Management, LLC | 572 | $19.4K | 0.01% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 576 | $19.5K | 0.01% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 600 | $20.3K | 0.02% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 620 | $21.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 591 | $21.9K | 0.00% | +84+16.6% | Added |
| Robinswood Financial LLC | 686 | $23.2K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 716 | $24.2K | 0.01% | 00.0% | Unchanged |
| Rhumbline Advisers | 722 | $24.4K | 0.00% | +62+9.4% | Added |
| Sunbelt Securities, Inc. | 735 | $24.9K | 0.00% | +735 | New |
| Root Financial Partners, LLC | 737 | $24.9K | 0.00% | +162+28.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 742 | $25.1K | 0.00% | +142+23.7% | Added |
| Cullen/Frost Bankers, Inc. | 766 | $25.9K | 0.00% | +236+44.5% | Added |
| Gables Capital Management Inc. | 800 | $27.1K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 824 | $27.9K | 0.00% | +824 | New |