| Colonial Trust Advisors | 0 | $29 | 0.00% | 0 | Unchanged |
| SBI Securities Co., Ltd. | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $107 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 1 | $123 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 2 | $214 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2 | $214 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $214 | 0.00% | +2 | New |
| TopTier Wealth Management, LLC | 2 | $214 | 0.00% | +2 | New |
| North Star Investment Management Corp. | 4 | $427 | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 5 | $534 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $534 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $534 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $641 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 6 | $641 | 0.00% | +6 | New |
| Wealth Preservation Advisors, LLC | 7 | $747 | 0.00% | −10−58.8% | Reduced |
| Intentional Wealth Strategies, LLC | 7 | $747 | 0.00% | +7 | New |
| SHP Wealth Management | 7 | $748 | 0.00% | −1−12.5% | Reduced |
| DecisionPoint Financial, LLC | 7 | $748 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $961 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 9 | $961 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 9 | $961 | 0.00% | +9 | New |
| Valley National Advisers Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $1.07K | 0.00% | −3−23.1% | Reduced |
| TD Private Client Wealth LLC | 10 | $1.07K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $1.17K | 0.00% | +1+10.0% | Added |
| Salem Investment Counselors Inc | 11 | $1.18K | 0.00% | +11 | New |
| Steigerwald, Gordon & Koch Inc. | 14 | $1.50K | 0.00% | +14 | New |
| First Command Advisory Services, Inc. | 15 | $1.60K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 18 | $1.92K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 18 | $1.92K | 0.00% | +18 | New |
| Avion Wealth | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $2.03K | 0.00% | +3+18.8% | Added |
| Bay Harbor Wealth Management, LLC | 19 | $2.03K | 0.00% | +4+26.7% | Added |
| Cromwell Holdings LLC | 20 | $2.13K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $2.21K | 0.00% | +17+566.7% | Added |
| Bogart Wealth, LLC | 21 | $2.24K | 0.00% | +16+320.0% | Added |
| Golden State Wealth Management, LLC | 22 | $2.35K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 22 | $2.35K | 0.00% | +1+4.8% | Added |
| Zions Bancorporation, National Association | 22 | $2.35K | 0.00% | +22 | New |
| Sachetta, LLC | 23 | $2.46K | 0.00% | +23 | New |
| Albion Financial Group | 24 | $2.56K | 0.00% | +24 | New |
| South State Corp. | 29 | $3.10K | 0.00% | −44−60.3% | Reduced |
| PFS Partners, LLC | 31 | $3.26K | 0.00% | +1+3.3% | Added |
| Torren Management, LLC | 32 | $3.46K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 33 | $3.52K | 0.00% | −33−50.0% | Reduced |
| Retirement Wealth Solutions LLC | 33 | $3.52K | 0.00% | −9−21.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 34 | $3.63K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 36 | $3.84K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 37 | $3.95K | 0.00% | −18−32.7% | Reduced |
| CNB Bank | 38 | $4.06K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 38 | $4.09K | 0.00% | +28+280.0% | Added |
| Prestige Wealth Management Group LLC | 40 | $4.27K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 42 | $4.48K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 42 | $4.48K | 0.00% | +42 | New |
| Quent Capital, LLC | 42 | $4.50K | 0.00% | −21−33.3% | Reduced |
| Sapience Investments, LLC | 44 | $4.70K | 0.61% | −5,516−99.2% | Reduced |
| Private Wealth Management Group, LLC | 47 | $5.02K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 46 | $5.03K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 47 | $5.06K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 48 | $5.13K | 0.00% | +11+29.7% | Added |
| Bare Financial Services, Inc | 49 | $5.23K | 0.00% | +4+8.9% | Added |
| Whipplewood Advisors, LLC | 49 | $5.23K | 0.00% | +49 | New |
| Bruce G. Allen Investments, LLC | 54 | $5.76K | 0.00% | −4−6.9% | Reduced |
| Sunrise Financial Services, LLC | 54 | $5.76K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 56 | $5.98K | 0.00% | −11−16.4% | Reduced |
| Bell Investment Advisors, Inc | 58 | $6.19K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 59 | $6.30K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 62 | $6.62K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 62 | $6.62K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 68 | $7.21K | 0.00% | −68−50.0% | Reduced |
| Central Trust Co | 68 | $7.26K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 69 | $7.37K | 0.00% | +69 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 72 | $7.69K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 73 | $7.79K | 0.00% | +73 | New |
| CX Institutional | 77 | $8.00K | 0.00% | +77 | New |
| JDM Financial Group LLC | 76 | $8.11K | 0.00% | +76 | New |
| LRI Investments, LLC | 80 | $8.54K | 0.00% | +80 | New |
| Gilpin Wealth Management, LLC | 82 | $8.76K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 100 | $10.7K | 0.00% | −721−87.8% | Reduced |
| Evolution Wealth Management Inc. | 100 | $10.7K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 104 | $11.1K | 0.00% | +58+126.1% | Added |
| CoreCap Advisors, LLC | 112 | $12.0K | 0.00% | +70+166.7% | Added |
| Tacita Capital Inc | 114 | $12.2K | 0.01% | +114 | New |
| Contravisory Investment Management, Inc. | 122 | $13.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 123 | $13.1K | 0.00% | −3−2.4% | Reduced |
| Wall Street Financial Group, Inc. | 123 | $13.1K | 0.01% | +123 | New |
| Addison Advisors LLC | 135 | $14.4K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 135 | $14.8K | 0.00% | +45+50.0% | Added |
| GW&K Investment Management, LLC | 143 | $15.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 124 | $15.3K | 0.00% | +27+27.8% | Added |
| Salomon & Ludwin, LLC | 143 | $15.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 147 | $15.7K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 147 | $15.7K | 0.01% | +140+2,000.0% | Added |
| JPL Wealth Management, LLC | 165 | $17.6K | 0.00% | +165 | New |
| FIL Ltd | 171 | $18.3K | 0.00% | +12+7.5% | Added |
| DT Investment Partners, LLC | 173 | $18.5K | 0.00% | +173 | New |
| Owl Creek Wealth Partners LLC | 175 | $18.7K | 0.01% | +175 | New |
| JFS Wealth Advisors, LLC | 184 | $19.6K | 0.00% | +8+4.5% | Added |
| Geneos Wealth Management Inc. | 203 | $21.6K | 0.00% | +2+1.0% | Added |
| Solstein Capital, LLC | 213 | $22.7K | 0.01% | 00.0% | Unchanged |