| Clear Street Markets LLC | 1 | $110 | 0.00% | +1 | New |
| Strengthening Families & Communities, LLC | 1 | $110 | 0.00% | +1 | New |
| Atlas Capital Advisors LLC | 2 | $219 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $330 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 4 | $440 | 0.00% | −836−99.5% | Reduced |
| Valued Wealth Advisors LLC | 4 | $443 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $525 | 0.00% | +5 | New |
| TFC Financial Management | 5 | $550 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 5 | $550 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 5 | $550 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $553 | 0.00% | +2+66.7% | Added |
| Raleigh Capital Management Inc. | 6 | $659 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 9 | $989 | 0.00% | +6+200.0% | Added |
| Prestige Wealth Management Group LLC | 9 | $997 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 11 | $1.21K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 12 | $1.32K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 14 | $1.54K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 14 | $1.54K | 0.00% | +11+366.7% | Added |
| South State Corp. | 15 | $1.65K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 15 | $1.66K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 16 | $1.76K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17 | $1.87K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 18 | $1.98K | 0.00% | −2−10.0% | Reduced |
| Capital Advisors, Ltd. LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 20 | $2.20K | 0.00% | +20 | New |
| UMA Financial Services, Inc. | 20 | $2.20K | 0.00% | +20 | New |
| Core Alternative Capital | 22 | $2.42K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 23 | $2.54K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 27 | $2.97K | 0.00% | +27 | New |
| Avion Wealth | 32 | $3.00K | 0.00% | −8−20.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 30 | $3.30K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 30 | $3.30K | 0.00% | +30 | New |
| Wealth Preservation Advisors, LLC | 32 | $3.52K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 34 | $3.74K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 34 | $3.74K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 37 | $3.88K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 36 | $3.96K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 38 | $4.21K | 0.00% | −7−15.6% | Reduced |
| St Germain D J Co Inc | 40 | $4.40K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 40 | $4.40K | 0.00% | −101−71.6% | Reduced |
| TD Private Client Wealth LLC | 41 | $4.51K | 0.00% | +14+51.9% | Added |
| Clean Yield Group | 42 | $4.62K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 45 | $4.95K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 45 | $4.95K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 46 | $5.06K | 0.00% | +42+1,050.0% | Added |
| Bare Financial Services, Inc | 47 | $5.17K | 0.00% | +39+487.5% | Added |
| Meeder Asset Management Inc | 48 | $5.28K | 0.00% | +3+6.7% | Added |
| Private Wealth Management Group, LLC | 49 | $5.39K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 50 | $5.50K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 50 | $5.50K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 50 | $5.50K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 50 | $5.50K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 50 | $5.50K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $5.50K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 58 | $6.00K | 0.00% | +58 | New |
| Capital Analysts, LLC | 54 | $6.00K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 58 | $6.38K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 59 | $6.50K | 0.00% | +1+1.7% | Added |
| BankPlus Trust Department | 60 | $6.59K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 60 | $6.59K | 0.00% | +60 | New |
| 1620 Investment Advisors, Inc. | 61 | $6.71K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 66 | $7.00K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 64 | $7.03K | 0.00% | +64 | New |
| Breakwater Investment Management | 64 | $7.04K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 68 | $7.47K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 71 | $7.80K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 72 | $7.91K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 75 | $8.24K | 0.00% | +75 | New |
| Richardson Financial Services Inc. | 80 | $8.40K | 0.01% | −35−30.4% | Reduced |
| JFS Wealth Advisors, LLC | 77 | $8.46K | 0.00% | +9+13.2% | Added |
| Strategic Wealth Partners, Ltd. | 80 | $8.79K | 0.00% | +80 | New |
| Farmers & Merchants Investments Inc | 81 | $8.90K | 0.00% | +11+15.7% | Added |
| MB, Levis & Associates, LLC | 82 | $9.01K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 82 | $9.08K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 87 | $9.56K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 87 | $10.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 90 | $10.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 93 | $10.2K | 0.00% | −5−5.1% | Reduced |
| Grove Bank & Trust | 93 | $10.2K | 0.00% | +5+5.7% | Added |
| Ameritas Advisory Services, LLC | 94 | $10.3K | 0.00% | +94 | New |
| Fortitude Family Office, LLC | 105 | $11.5K | 0.00% | +24+29.6% | Added |
| Mascoma Wealth Management LLC | 107 | $11.8K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 117 | $12.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 116 | $12.8K | 0.00% | +1+0.9% | Added |
| Hughes Financial Services, LLC | 124 | $12.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 117 | $13.0K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 125 | $13.7K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 145 | $15.2K | 0.00% | +145 | New |
| Mount Yale Investment Advisors, LLC | 144 | $15.8K | 0.00% | +144 | New |
| WFA Asset Management Corp | 230 | $16.3K | 0.01% | +3+1.3% | Added |
| HM Payson & Co | 150 | $16.5K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 150 | $16.5K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 150 | $16.5K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 150 | $16.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 160 | $17.6K | 0.00% | +136+566.7% | Added |
| Retirement Wealth Solutions LLC | 168 | $18.5K | 0.01% | 00.0% | Unchanged |
| Hemington Wealth Management | 177 | $19.0K | 0.00% | +31+21.2% | Added |