| Private Wealth Asset Management, LLC | 1 | $39 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1 | $39 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 2 | $78 | 0.00% | −90−97.8% | Reduced |
| Rosenberg Matthew Hamilton | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $78 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 2 | $78 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $78 | 0.00% | +2 | New |
| Creative Financial Designs Inc | 3 | $117 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 4 | $156 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $183 | 0.00% | −10−71.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $194 | 0.00% | −16−76.2% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 5 | $198 | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 6 | $233 | 0.00% | −14−70.0% | Reduced |
| Dogwood Wealth Management LLC | 6 | $233 | 0.00% | −14−70.0% | Reduced |
| Silver Grove Financial Group, Inc. | 6 | $233 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 6 | $245 | 0.00% | −2−25.0% | Reduced |
| United Community Bank | 7 | $272 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $272 | 0.00% | +7 | New |
| Clark Wealth Partners | 7 | $273 | 0.00% | −65−90.3% | Reduced |
| Aspect Partners, LLC | 8 | $311 | 0.00% | −23−74.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 10 | $371 | 0.00% | +10 | New |
| Strive Financial Group ,LLC | 11 | $421 | 0.00% | +1+10.0% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $428 | 0.00% | −7−38.9% | Reduced |
| Paladin Partners, LLC | 11 | $428 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 11 | $428 | 0.00% | +11 | New |
| HFM Investment Advisors, LLC | 12 | $467 | 0.00% | +9+300.0% | Added |
| Motco | 12 | $467 | 0.00% | +12 | New |
| Investors Portfolio Services LLC | 13 | $493 | 0.00% | +2+18.2% | Added |
| Gill Capital Partners, LLC | 13 | $505 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 14 | $544 | 0.00% | +14 | New |
| Archer Investment Corp | 15 | $583 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 16 | $622 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 18 | $700 | 0.00% | −28−60.9% | Reduced |
| Park Place Capital Corp | 18 | $700 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 18 | $700 | 0.00% | +2+12.5% | Added |
| Beacon Investment Advisory Services, Inc. | 20 | $778 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 20 | $778 | 0.00% | 00.0% | Unchanged |
| Oakmont Advisory Group, LLC | 23 | $886 | 0.00% | +23 | New |
| Signature Equity Partners, LLC | 23 | $894 | 0.00% | −2−8.0% | Reduced |
| CoreCap Advisors, LLC | 25 | $972 | 0.00% | −147−85.5% | Reduced |
| Hoey Investments, Inc | 25 | $972 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 26 | $1.01K | 0.00% | −148−85.1% | Reduced |
| Sunrise Financial Services, LLC | 29 | $1.13K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 29 | $1.13K | 0.00% | +29 | New |
| JDM Financial Group LLC | 30 | $1.17K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 32 | $1.24K | 0.00% | −9−22.0% | Reduced |
| Darwin Advisors, LLC | 32 | $1.26K | 0.00% | −3−8.6% | Reduced |
| Creative Capital Management Investments LLC | 33 | $1.28K | 0.00% | +33 | New |
| Bruce G. Allen Investments, LLC | 34 | $1.32K | 0.00% | −194−85.1% | Reduced |
| Kilter Group LLC | 34 | $1.32K | 0.00% | −12−26.1% | Reduced |
| Buck Wealth Strategies, LLC | 34 | $1.32K | 0.00% | +34 | New |
| Ameriflex Group, Inc. | 39 | $1.52K | 0.00% | +37+1,850.0% | Added |
| Synergy Investment Management, LLC | 33 | $1.54K | 0.00% | +30+1,000.0% | Added |
| Kingdom Financial Group LLC. | 40 | $1.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 41 | $1.59K | 0.00% | −172−80.8% | Reduced |
| South State Corp. | 43 | $1.67K | 0.00% | −4,018−98.9% | Reduced |
| Wiser Advisor Group LLC | 48 | $1.87K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 50 | $1.94K | 0.00% | +50 | New |
| Miller Wealth Advisors, LLC | 50 | $1.94K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 51 | $1.98K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 51 | $1.98K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 52 | $2.00K | 0.00% | +52 | New |
| Valley National Advisers Inc | 52 | $2.02K | 0.00% | +52 | New |
| Principia Wealth Advisory, LLC | 54 | $2.10K | 0.00% | −8−12.9% | Reduced |
| Highline Wealth Partners LLC | 56 | $2.18K | 0.00% | +11+24.4% | Added |
| Marquette Asset Management, LLC | 56 | $2.18K | 0.00% | +24+75.0% | Added |
| CrossGen Wealth, LLC | 59 | $2.30K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 62 | $2.41K | 0.00% | +62 | Added |
| Strategic Wealth Partners, Ltd. | 71 | $2.76K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 73 | $2.82K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 76 | $2.96K | 0.00% | +76 | New |
| Davis Capital Management | 78 | $3.03K | 0.00% | +8+11.4% | Added |
| MCF Advisors LLC | 78 | $3.03K | 0.00% | −240−75.5% | Reduced |
| Stephenson National Bank & Trust | 91 | $3.54K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 97 | $3.75K | 0.00% | −166−63.1% | Reduced |
| Tower Trust & Investment Co | 98 | $3.81K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 100 | $3.89K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 101 | $3.93K | 0.00% | +101 | New |
| Transamerica Financial Advisors, Inc. | 101 | $3.95K | 0.00% | −564−84.8% | Reduced |
| Cordant, Inc. | 102 | $3.96K | 0.00% | +3+3.0% | Added |
| Horizon Financial Services, LLC | 103 | $4.00K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 106 | $4.12K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 109 | $4.24K | 0.00% | +75+220.6% | Added |
| Addison Advisors LLC | 112 | $4.36K | 0.00% | +112 | New |
| Advantage Trust Co | 112 | $4.36K | 0.00% | +112 | New |
| Action Point Financial Planning, LLC | 113 | $4.39K | 0.00% | +113 | New |
| Compass Financial Management LLC | 102 | $4.51K | 0.00% | +102 | New |
| Fortitude Family Office, LLC | 118 | $4.59K | 0.00% | +83+237.1% | Added |
| Clear Street Markets LLC | 120 | $4.67K | 0.00% | −17−12.4% | Reduced |
| Rialto Wealth Management, LLC | 123 | $4.78K | 0.00% | +79+179.5% | Added |
| MV Capital Management, Inc. | 125 | $4.86K | 0.00% | −1,212−90.7% | Reduced |
| Your Advocates Ltd., LLP | 125 | $4.86K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 126 | $4.90K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 129 | $5.02K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 130 | $5.05K | 0.00% | +16+14.0% | Added |
| Anchor Investment Management, LLC | 131 | $5.09K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 131 | $5.09K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 131 | $5.09K | 0.00% | −146−52.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 138 | $5.37K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 139 | $5.40K | 0.00% | −176−55.9% | Reduced |