| Wood Tarver Financial Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $259 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $259 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $259 | 0.00% | +1 | New |
| Asset Dedication, LLC | 1 | $260 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $285 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1 | $337 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $481 | 0.00% | −8−80.0% | Reduced |
| Redwood Park Advisors LLC | 2 | $519 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $519 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $519 | 0.00% | +2 | New |
| Strategic Investment Solutions, Inc. | 2 | $532 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 3 | $778 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $778 | 0.00% | +2+200.0% | Added |
| Valued Wealth Advisors LLC | 3 | $779 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $779 | 0.00% | +3 | New |
| Capital Analysts, LLC | 4 | $1.00K | 0.00% | −3−42.9% | Reduced |
| Parkworth Wealth Management, Inc. | 4 | $1.04K | 0.00% | +2+100.0% | Added |
| Riggs Asset Managment Co. Inc. | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $1.04K | 0.00% | +4 | New |
| Core Alternative Capital | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 5 | $1.30K | 0.00% | −11−68.8% | Reduced |
| Tortoise Investment Management, LLC | 5 | $1.30K | 0.00% | +5 | New |
| Vermillion & White Wealth Management Group, LLC | 53 | $1.30K | 0.00% | +48+960.0% | Added |
| Aspect Partners, LLC | 6 | $1.56K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.56K | 0.00% | +3+100.0% | Added |
| Principia Wealth Advisory, LLC | 6 | $1.56K | 0.00% | +3+100.0% | Added |
| SJS Investment Consulting Inc. | 6 | $1.56K | 0.00% | −5−45.5% | Reduced |
| Highline Wealth Partners LLC | 6 | $1.56K | 0.00% | −2−25.0% | Reduced |
| Dogwood Wealth Management LLC | 6 | $1.58K | 0.00% | −3−33.3% | Reduced |
| Prestige Wealth Management Group LLC | 7 | $1.82K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 8 | $2.08K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $2.08K | 0.00% | +8 | New |
| Sachetta, LLC | 9 | $2.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $2.33K | 0.00% | +2+28.6% | Added |
| TFC Financial Management | 9 | $2.34K | 0.00% | +1+12.5% | Added |
| Dunhill Financial, LLC | 9 | $2.58K | 0.00% | −72−88.9% | Reduced |
| CBIZ Investment Advisory Services, LLC | 10 | $2.59K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $2.59K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $2.59K | 0.00% | +3+42.9% | Added |
| Essential Partners LLC | 11 | $2.85K | 0.00% | +11 | New |
| UMA Financial Services, Inc. | 11 | $2.85K | 0.00% | +11 | New |
| Activest Wealth Management | 12 | $3.11K | 0.00% | −188−94.0% | Reduced |
| Bogart Wealth, LLC | 12 | $3.11K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $3.37K | 0.00% | +2+18.2% | Added |
| WealthTrak Capital Management LLC | 13 | $3.37K | 0.00% | +5+62.5% | Added |
| SBI Securities Co., Ltd. | 14 | $3.63K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $3.63K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 15 | $3.89K | 0.00% | +15 | New |
| Harbor Investment Advisory, LLC | 16 | $4.15K | 0.00% | −18−52.9% | Reduced |
| Concord Wealth Partners | 16 | $4.15K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 16 | $4.15K | 0.00% | 00.0% | Unchanged |
| Motco | 18 | $4.32K | 0.00% | +18 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 17 | $4.41K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 18 | $4.67K | 0.00% | −38−67.9% | Reduced |
| Leonteq Securities AG | 18 | $4.67K | 0.00% | −7−28.0% | Reduced |
| Hantz Financial Services, Inc. | 19 | $5.00K | 0.00% | +17+850.0% | Added |
| Bare Financial Services, Inc | 20 | $5.19K | 0.00% | +13+185.7% | Added |
| Financial Network Wealth Advisors LLC | 21 | $5.46K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 21 | $5.47K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 22 | $5.73K | 0.00% | −1−4.3% | Reduced |
| Cornerstone Planning Group LLC | 25 | $6.00K | 0.00% | +9+56.3% | Added |
| Wolff Wiese Magana LLC | 24 | $6.22K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 25 | $6.50K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 25 | $6.56K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 26 | $6.74K | 0.00% | +26 | New |
| Avion Wealth | 28 | $7.00K | 0.00% | −13−31.7% | Reduced |
| FSA Wealth Management LLC | 27 | $7.00K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 27 | $7.02K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 27 | $7.13K | 0.00% | +27 | New |
| Ransom Advisory, Ltd | 28 | $7.26K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 28 | $7.26K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 29 | $7.53K | 0.00% | +29 | New |
| Creative Financial Designs Inc | 32 | $8.30K | 0.00% | +1+3.2% | Added |
| Millstone Evans Group, LLC | 33 | $8.56K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 34 | $8.82K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 35 | $9.08K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 35 | $9.08K | 0.01% | +6+20.7% | Added |
| Cullen/Frost Bankers, Inc. | 35 | $9.08K | 0.00% | +35 | New |
| Kestra Investment Management, LLC | 36 | $9.29K | 0.00% | +33+1,100.0% | Added |
| Rational Advisors LLC | 36 | $9.34K | 0.00% | +36 | New |
| Fortitude Family Office, LLC | 38 | $9.86K | 0.00% | +8+26.7% | Added |
| CoreCap Advisors, LLC | 38 | $9.86K | 0.00% | +13+52.0% | Added |
| AdvisorNet Financial, Inc | 39 | $10.1K | 0.00% | +3+8.3% | Added |
| DAGCO, Inc. | 40 | $10.4K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 41 | $10.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 41 | $10.6K | 0.00% | −13−24.1% | Reduced |
| Rocky Mountain Advisers, LLC | 42 | $10.9K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 42 | $10.9K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $11.2K | 0.00% | +7+19.4% | Added |
| Johnson Financial Group, Inc. | 47 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 50 | $13.0K | 0.01% | +50 | New |
| Twin Peaks Wealth Advisors, LLC | 57 | $13.7K | 0.00% | +57 | New |
| McIlrath & Eck, LLC | 53 | $13.7K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 53 | $14.0K | 0.00% | +44+488.9% | Added |
| Grove Bank & Trust | 58 | $15.0K | 0.00% | +12+26.1% | Added |
| Putney Financial Group LLC | 60 | $15.6K | 0.02% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 61 | $15.8K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 64 | $16.9K | 0.00% | 00.0% | Unchanged |