| TSFG, LLC | 8 | $0 | 0.00% | +8 | New |
| Gs Investments, Inc. | 1 | $55 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 1 | $55 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $56 | 0.00% | −1−50.0% | Reduced |
| Strategic Advocates LLC | 2 | $111 | 0.00% | −6−75.0% | Reduced |
| Distillate Capital Partners LLC | 2 | $111 | 0.00% | +1+100.0% | Added |
| Transamerica Financial Advisors, Inc. | 2 | $111 | 0.00% | +1+100.0% | Added |
| Godfrey Financial Associates, Inc. | 2 | $111 | 0.00% | +2 | New |
| Private Trust Co NA | 3 | $166 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 3 | $166 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4 | $222 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $222 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $222 | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 4 | $222 | 0.00% | +4 | New |
| Ancora Advisors, LLC | 5 | $277 | 0.00% | +5 | New |
| Elyxium Wealth, LLC | 5 | $277 | 0.00% | +5 | New |
| Advocate Investing Services LLC | 5 | $277 | 0.00% | +5 | New |
| Smallwood Wealth Investment Management, LLC | 6 | $332 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $382 | 0.00% | +4+133.3% | Added |
| Strengthening Families & Communities, LLC | 8 | $444 | 0.00% | −233−96.7% | Reduced |
| Abound Wealth Management | 9 | $475 | 0.00% | +3+50.0% | Added |
| Whipplewood Advisors, LLC | 9 | $499 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 10 | $554 | 0.00% | +2+25.0% | Added |
| Turning Point Benefit Group, Inc. | 10 | $554 | 0.00% | +10 | New |
| Financial Consulate, Inc | 10 | $555 | 0.00% | +10 | New |
| MV Capital Management, Inc. | 11 | $610 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 11 | $610 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 12 | $665 | 0.00% | +3+33.3% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $666 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $686 | 0.00% | +4+50.0% | Added |
| Murphy & Mullick Capital Management Corp | 13 | $721 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 14 | $776 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $832 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 15 | $832 | 0.00% | +15 | New |
| AdvisorNet Financial, Inc | 16 | $887 | 0.00% | +5+45.5% | Added |
| Atlas Capital Advisors LLC | 16 | $887 | 0.00% | +16 | New |
| Key Financial Inc | 17 | $942 | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 17 | $942 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 17 | $942 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 18 | $998 | 0.00% | +18 | New |
| Coston, McIsaac & Partners | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 19 | $1.05K | 0.00% | +17+850.0% | Added |
| Anchor Investment Management, LLC | 20 | $1.11K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 20 | $1.11K | 0.00% | +8+66.7% | Added |
| Keating Financial Advisory Services, Inc. | 22 | $1.22K | 0.00% | +22 | New |
| Elevated Capital Advisors, LLC | 23 | $1.27K | 0.00% | +23 | New |
| Fortitude Family Office, LLC | 24 | $1.33K | 0.00% | +5+26.3% | Added |
| Steward Partners Investment Advisory, LLC | 25 | $1.39K | 0.00% | −267−91.4% | Reduced |
| Spire Wealth Management | 27 | $1.50K | 0.00% | −18−40.0% | Reduced |
| Sachetta, LLC | 28 | $1.55K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 30 | $1.66K | 0.00% | +10+50.0% | Added |
| Wealth Watch Advisors, INC | 30 | $1.66K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 31 | $1.72K | 0.00% | −7−18.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 32 | $1.77K | 0.00% | −14−30.4% | Reduced |
| Pin Oak Investment Advisors Inc | 42 | $2.00K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 37 | $2.05K | 0.00% | +37 | New |
| Webster Bank, N. A. | 41 | $2.27K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 43 | $2.38K | 0.00% | −187−81.3% | Reduced |
| SageView Advisory Group, LLC | 43 | $2.38K | 0.00% | +43 | New |
| Colonial Trust Advisors | 45 | $2.50K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 47 | $2.61K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 47 | $2.61K | 0.00% | +21+80.8% | Added |
| South State Corp. | 47 | $2.61K | 0.00% | +36+327.3% | Added |
| Manchester Capital Management LLC | 47 | $2.61K | 0.00% | +45+2,250.0% | Added |
| NBT Bank N A | 55 | $2.77K | 0.00% | −11−16.7% | Reduced |
| Bayban | 50 | $2.77K | 0.00% | +50 | New |
| LRI Investments, LLC | 52 | $2.88K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 49 | $3.00K | 0.00% | +49 | New |
| Sunbelt Securities, Inc. | 57 | $3.16K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 59 | $3.27K | 0.00% | −295−83.3% | Reduced |
| Basecamp Wealth Advisors LLC | 59 | $3.27K | 0.00% | +59 | New |
| ZRC Wealth Management, LLC | 61 | $3.39K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 65 | $3.60K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 66 | $3.66K | 0.00% | −8−10.8% | Reduced |
| Tripletail Wealth Management, LLC | 66 | $3.66K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 68 | $3.77K | 0.00% | −6−8.1% | Reduced |
| High Note Wealth, LLC | 70 | $3.88K | 0.00% | −3−4.1% | Reduced |
| Capital Analysts, LLC | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 75 | $4.16K | 0.00% | +75 | New |
| Fourth Dimension Wealth, LLC | 76 | $4.21K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 78 | $4.32K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 81 | $4.49K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 81 | $4.49K | 0.00% | +29+55.8% | Added |
| Jessup Wealth Management, Inc | 82 | $4.55K | 0.00% | +82 | New |
| Valued Wealth Advisors LLC | 85 | $4.71K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 78 | $4.79K | 0.00% | −12−13.3% | Reduced |
| Flagship Harbor Advisors, LLC | 98 | $5.43K | 0.00% | +98 | New |
| Stephens Consulting, LLC | 100 | $5.54K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $5.54K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 101 | $5.60K | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 100 | $5.73K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 109 | $5.98K | 0.00% | +109 | New |
| IFC & Insurance Marketing, Inc. | 100 | $6.00K | 0.01% | +100 | New |
| Bogart Wealth, LLC | 111 | $6.15K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 115 | $6.38K | 0.00% | 00.0% | Unchanged |
| Litman Gregory Asset Management LLC | 125 | $6.93K | 0.00% | +125 | New |
| Private Wealth Asset Management, LLC | 128 | $7.10K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 129 | $7.15K | 0.00% | +22+20.6% | Added |
| Cape Investment Advisory, Inc. | 133 | $7.37K | 0.00% | +77+137.5% | Added |