| TFC Financial Management | 2 | $75 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 3 | $112 | 0.00% | −493−99.4% | Reduced |
| HFM Investment Advisors, LLC | 5 | $186 | 0.00% | −9−64.3% | Reduced |
| Creative Financial Designs Inc | 5 | $186 | 0.00% | +5 | New |
| Raffa Wealth Management, LLC | 5 | $186 | 0.00% | +5 | New |
| Curio Wealth, LLC | 5 | $186 | 0.00% | +5 | New |
| 1015 Capital Partners, LLC | 6 | $223 | 0.00% | −10−62.5% | Reduced |
| Hughes Financial Services, LLC | 6 | $223 | 0.00% | −9−60.0% | Reduced |
| SBI Securities Co., Ltd. | 6 | $223 | 0.00% | −1−14.3% | Reduced |
| Westside Investment Management, Inc. | 6 | $223 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $223 | 0.00% | +6 | New |
| Financial Consulate, Inc | 6 | $223 | 0.00% | +6 | New |
| Vermillion Wealth Management, Inc. | 6 | $223 | 0.00% | +6 | New |
| ROSS\JOHNSON & Associates LLC | 7 | $260 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 8 | $297 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 8 | $297 | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 9 | $333 | 0.00% | −7−43.8% | Reduced |
| Arlington Trust Co LLC | 11 | $408 | 0.00% | +11 | New |
| North Star Investment Management Corp. | 12 | $445 | 0.00% | −43−78.2% | Reduced |
| Central Trust Co | 13 | $483 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 13 | $483 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $557 | 0.00% | +5+50.0% | Added |
| Intentional Wealth Strategies, LLC | 15 | $557 | 0.00% | +15 | New |
| Principia Wealth Advisory, LLC | 17 | $631 | 0.00% | −26−60.5% | Reduced |
| Walleye Trading LLC | 17 | $631 | 0.00% | +17 | New |
| Highline Wealth Partners LLC | 18 | $668 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 18 | $668 | 0.00% | +18 | New |
| CoreCap Advisors, LLC | 19 | $705 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 20 | $742 | 0.00% | +20 | New |
| South State Corp. | 20 | $743 | 0.00% | −28−58.3% | Reduced |
| Activest Wealth Management | 21 | $779 | 0.00% | −55−72.4% | Reduced |
| TD Private Client Wealth LLC | 21 | $779 | 0.00% | +1+5.0% | Added |
| Rialto Wealth Management, LLC | 21 | $780 | 0.00% | +5+31.3% | Added |
| TopTier Wealth Management, LLC | 22 | $816 | 0.00% | +22 | New |
| American Capital Advisory, LLC | 22 | $817 | 0.00% | +20+1,000.0% | Added |
| Country Trust Bank | 24 | $891 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $1.00K | 0.00% | +1+3.2% | Added |
| Bay Harbor Wealth Management, LLC | 27 | $1.00K | 0.00% | −13−32.5% | Reduced |
| Cromwell Holdings LLC | 27 | $1.00K | 0.00% | −1−3.6% | Reduced |
| Bogart Wealth, LLC | 28 | $1.04K | 0.00% | +28 | New |
| Wealth Enhancement Trust Services, Inc. | 30 | $1.11K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 34 | $1.26K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 35 | $1.30K | 0.00% | +16+84.2% | Added |
| UMA Financial Services, Inc. | 36 | $1.34K | 0.00% | +15+71.4% | Added |
| Quaker Wealth Management, LLC | 37 | $1.37K | 0.00% | +4+12.1% | Added |
| Albion Financial Group | 37 | $1.37K | 0.00% | +37 | New |
| Twin Peaks Wealth Advisors, LLC | 38 | $1.41K | 0.00% | +38 | New |
| Dunhill Financial, LLC | 39 | $1.48K | 0.00% | +32+457.1% | Added |
| MidFirst Bank | 40 | $1.48K | 0.00% | +40 | New |
| Sunrise Financial Services, LLC | 45 | $1.67K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 45 | $1.67K | 0.00% | +45 | New |
| Wealth Preservation Advisors, LLC | 49 | $1.82K | 0.00% | +49 | New |
| DiNuzzo Private Wealth, Inc. | 51 | $1.89K | 0.00% | −9−15.0% | Reduced |
| First Command Advisory Services, Inc. | 51 | $1.89K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 60 | $2.00K | 0.00% | −5−7.7% | Reduced |
| Coston, McIsaac & Partners | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 56 | $2.06K | 0.00% | −2−3.4% | Reduced |
| Keating Financial Advisory Services, Inc. | 58 | $2.15K | 0.00% | −176−75.2% | Reduced |
| Larson Financial Group LLC | 63 | $2.34K | 0.00% | −12−16.0% | Reduced |
| AdvisorNet Financial, Inc | 63 | $2.34K | 0.00% | +10+18.9% | Added |
| Bare Financial Services, Inc | 65 | $2.41K | 0.00% | +15+30.0% | Added |
| Cedar Mountain Advisors, LLC | 72 | $2.67K | 0.00% | +72 | New |
| Webster Bank, N. A. | 78 | $2.90K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 84 | $3.12K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 90 | $3.34K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 94 | $3.47K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 95 | $3.65K | 0.00% | −135−58.7% | Reduced |
| Colonial Trust Advisors | 100 | $3.71K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 100 | $3.71K | 0.00% | +100 | New |
| Bell Investment Advisors, Inc | 101 | $3.75K | 0.00% | +13+14.8% | Added |
| Huntington National Bank | 106 | $3.93K | 0.00% | −29−21.5% | Reduced |
| Frazier Financial Advisors, LLC | 109 | $4.04K | 0.00% | +109 | New |
| Ancora Advisors, LLC | 117 | $4.34K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 118 | $4.38K | 0.00% | +104+742.9% | Added |
| JDM Financial Group LLC | 119 | $4.42K | 0.00% | +119 | New |
| Ares Financial Consulting, LLC | 125 | $4.70K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 139 | $5.16K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 141 | $5.23K | 0.00% | +119+540.9% | Added |
| Cassaday & Co Wealth Management LLC | 143 | $5.31K | 0.00% | +143 | New |
| High Note Wealth, LLC | 146 | $5.42K | 0.00% | −4−2.7% | Reduced |
| Joseph Group Capital Management | 151 | $5.60K | 0.00% | +151 | New |
| Covestor Ltd | 166 | $6.00K | 0.00% | −562−77.2% | Reduced |
| Manchester Capital Management LLC | 170 | $6.31K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 178 | $6.61K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 183 | $6.79K | 0.00% | −742−80.2% | Reduced |
| CVA Family Office, LLC | 185 | $6.87K | 0.00% | +185 | New |
| SJS Investment Consulting Inc. | 192 | $7.13K | 0.00% | +114+146.2% | Added |
| Plante Moran Financial Advisors, LLC | 200 | $7.43K | 0.00% | +200 | New |
| Torren Management, LLC | 203 | $7.54K | 0.00% | −1,501−88.1% | Reduced |
| Fortitude Family Office, LLC | 213 | $7.90K | 0.00% | +5+2.4% | Added |
| TD Waterhouse Canada Inc. | 216 | $8.13K | 0.00% | +216 | New |
| Harbor Investment Advisory, LLC | 235 | $8.72K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 250 | $9.28K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 257 | $9.54K | 0.00% | −84−24.6% | Reduced |
| Mather Group, LLC. | 262 | $9.72K | 0.00% | +262 | New |
| WPG Advisers, LLC | 266 | $9.87K | 0.01% | −67−20.1% | Reduced |
| Rossby Financial, LCC | 264 | $9.93K | 0.00% | +190+256.8% | Added |
| Raiffeisen Bank International AG | 291 | $10.4K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 281 | $10.4K | 0.01% | +281 | New |
