| Creative Financial Designs Inc | 1 | $377 | 0.00% | −150−99.3% | Reduced |
| REAP Financial Group, LLC | 1 | $377 | 0.00% | −6−85.7% | Reduced |
| Bruce G. Allen Investments, LLC | 1 | $377 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1 | $377 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 1 | $377 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $377 | 0.00% | +1 | New |
| Breakwater Investment Management | 1 | $378 | 0.00% | +1 | New |
| PEAK6 LLC | 2 | $704 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $755 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 2 | $755 | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 2 | $755 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $755 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $791 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $1.13K | 0.00% | −1−25.0% | Reduced |
| CNB Bank | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 3 | $1.13K | 0.00% | +3 | New |
| Turning Point Benefit Group, Inc. | 3 | $1.19K | 0.00% | +3 | New |
| Montag A & Associates Inc | 4 | $1.47K | 0.00% | +4 | New |
| Dogwood Wealth Management LLC | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $1.51K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 4 | $1.51K | 0.00% | +3+300.0% | Added |
| Atlantic Private Wealth, LLC | 4 | $1.58K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 4 | $1.58K | 0.00% | +4 | New |
| Rise Advisors, LLC | 5 | $1.89K | 0.00% | +1+25.0% | Added |
| Bogart Wealth, LLC | 5 | $1.89K | 0.00% | +2+66.7% | Added |
| Wealth Watch Advisors, INC | 5 | $1.89K | 0.00% | +5 | New |
| Guerra Advisors Inc | 5 | $1.89K | 0.00% | +5 | New |
| Colonial Trust Co | 5 | $2.04K | 0.00% | +1+25.0% | Added |
| Darwin Advisors, LLC | 6 | $2.26K | 0.00% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 6 | $2.26K | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 7 | $2.64K | 0.00% | +2+40.0% | Added |
| Clearstead Advisors, LLC | 7 | $2.64K | 0.00% | −50−87.7% | Reduced |
| Tortoise Investment Management, LLC | 7 | $2.64K | 0.00% | +3+75.0% | Added |
| Brown, Lisle/Cummings, Inc. | 7 | $2.68K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $2.98K | 0.00% | +2+33.3% | Added |
| Winthrop Capital Management, LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 8 | $3.02K | 0.00% | +8 | New |
| AdvisorNet Financial, Inc | 9 | $3.40K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 9 | $3.40K | 0.00% | −5−35.7% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 9 | $3.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $3.77K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 11 | $4.15K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 11 | $4.15K | 0.00% | +3+37.5% | Added |
| Highline Wealth Partners LLC | 11 | $4.15K | 0.00% | +3+37.5% | Added |
| Private Trust Co NA | 12 | $4.53K | 0.00% | −600−98.0% | Reduced |
| Manchester Capital Management LLC | 12 | $4.53K | 0.00% | +9+300.0% | Added |
| Marquette Asset Management, LLC | 12 | $4.53K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $4.83K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 14 | $5.00K | 0.00% | +14 | New |
| Principia Wealth Advisory, LLC | 14 | $5.28K | 0.00% | −11−44.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 14 | $5.28K | 0.00% | +14 | New |
| Kilter Group LLC | 14 | $5.28K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $5.28K | 0.00% | +1+7.7% | Added |
| Retirement Wealth Solutions LLC | 14 | $5.28K | 0.00% | +14 | New |
| Atlantic Trust, LLC | 15 | $5.66K | 0.00% | +1+7.1% | Added |
| Accent Capital Management, LLC | 15 | $5.66K | 0.00% | +15 | New |
| Motco | 17 | $6.41K | 0.00% | +17 | New |
| Cromwell Holdings LLC | 17 | $6.41K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 20 | $6.45K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 18 | $6.79K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 20 | $7.54K | 0.00% | +20 | New |
| Vermillion & White Wealth Management Group, LLC | 20 | $7.54K | 0.00% | +20 | New |
| Hazlett, Burt & Watson, Inc. | 20 | $8.00K | 0.00% | +20 | New |
| NBC Securities, Inc. | 22 | $8.30K | 0.00% | +1+4.8% | Added |
| CBIZ Investment Advisory Services, LLC | 24 | $9.05K | 0.00% | +1+4.3% | Added |
| Eukles Asset Management | 25 | $9.43K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 26 | $9.81K | 0.00% | +4+18.2% | Added |
| Bell Investment Advisors, Inc | 28 | $10.6K | 0.00% | +1+3.7% | Added |
| Valley National Advisers Inc | 30 | $11.0K | 0.00% | +9+42.9% | Added |
| Murphy & Mullick Capital Management Corp | 35 | $11.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 30 | $11.3K | 0.00% | +3+11.1% | Added |
| Cornerstone Planning Group LLC | 38 | $11.6K | 0.00% | +2+5.6% | Added |
| TSFG, LLC | 31 | $12.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 32 | $12.1K | 0.00% | +1+3.2% | Added |
| UMA Financial Services, Inc. | 32 | $12.1K | 0.00% | +16+100.0% | Added |
| JPL Wealth Management, LLC | 32 | $12.1K | 0.00% | +32 | New |
| Brown Brothers Harriman & Co | 33 | $12.4K | 0.00% | +17+106.3% | Added |
| Logan Capital Management Inc | 39 | $14.7K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 40 | $15.0K | 0.00% | +40 | New |
| Toth Financial Advisory Corp | 41 | $15.5K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 43 | $16.2K | 0.01% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 45 | $17.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 46 | $17.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 51 | $19.2K | 0.00% | +29+131.8% | Added |
| Fifth Third Bancorp | 51 | $19.2K | 0.00% | −9−15.0% | Reduced |
| Contravisory Investment Management, Inc. | 52 | $19.6K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 54 | $20.0K | 0.00% | +12+28.6% | Added |
| Rakuten Securities, Inc. | 54 | $20.4K | 0.01% | −4,346−98.8% | Reduced |
| CVA Family Office, LLC | 59 | $22.3K | 0.00% | −1−1.7% | Reduced |
| Meeder Asset Management Inc | 59 | $22.3K | 0.00% | +8+15.7% | Added |
| South State Corp. | 61 | $23.0K | 0.00% | −3−4.7% | Reduced |
| Aventura Private Wealth, LLC | 65 | $24.5K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 70 | $26.4K | 0.00% | −2−2.8% | Reduced |
| Berbice Capital Management LLC | 70 | $26.4K | 0.02% | 00.0% | Unchanged |
| Binnacle Investments Inc | 70 | $26.4K | 0.02% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 72 | $27.2K | 0.00% | +1+1.4% | Added |
| Barrett & Company, Inc. | 75 | $28.3K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 80 | $30.2K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 88 | $33.2K | 0.01% | +87+8,700.0% | Added |