| BOK Financial Private Wealth, Inc. | 0 | $9 | 0.00% | 0 | New |
| TFC Financial Management | 2 | $139 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $149 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 4 | $277 | 0.00% | +4 | New |
| TopTier Wealth Management, LLC | 4 | $277 | 0.00% | +4 | New |
| Hughes Financial Services, LLC | 5 | $346 | 0.00% | +5 | New |
| MV Capital Management, Inc. | 7 | $484 | 0.00% | +5+250.0% | Added |
| SWAN Capital LLC | 8 | $553 | 0.00% | +8 | New |
| Cornerstone Financial Management LLC | 8 | $553 | 0.00% | +8 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 8 | $554 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 10 | $691 | 0.00% | +10 | New |
| Curio Wealth, LLC | 11 | $760 | 0.00% | +11 | New |
| Breakwater Investment Management | 14 | $968 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 14 | $968 | 0.00% | +4+40.0% | Added |
| American Capital Advisory, LLC | 14 | $968 | 0.00% | +7+100.0% | Added |
| American National Bank | 15 | $1.04K | 0.00% | −9−37.5% | Reduced |
| Bare Financial Services, Inc | 15 | $1.04K | 0.00% | +15 | New |
| Strategic Wealth Partners, Ltd. | 17 | $1.18K | 0.00% | +17 | New |
| AdvisorNet Financial, Inc | 19 | $1.31K | 0.00% | +3+18.8% | Added |
| South State Corp. | 21 | $1.45K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 22 | $1.52K | 0.00% | −10−31.3% | Reduced |
| Legacy Wealth Managment, LLC | 24 | $1.66K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 26 | $1.80K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 27 | $1.87K | 0.00% | +27 | New |
| Intentional Wealth Strategies, LLC | 27 | $1.87K | 0.00% | +27 | New |
| TD Capital Management LLC | 28 | $1.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $2.00K | 0.00% | +7+29.2% | Added |
| Principia Wealth Advisory, LLC | 29 | $2.00K | 0.00% | +17+141.7% | Added |
| Montag A & Associates Inc | 31 | $2.16K | 0.00% | −5−13.9% | Reduced |
| C M Bidwell & Associates Ltd | 32 | $2.21K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 32 | $2.21K | 0.00% | +3+10.3% | Added |
| Pittenger & Anderson Inc | 32 | $2.21K | 0.00% | +32 | New |
| Rossby Financial, LCC | 32 | $2.23K | 0.00% | +24+300.0% | Added |
| Kilter Group LLC | 33 | $2.28K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 33 | $2.28K | 0.00% | +12+57.1% | Added |
| Vermillion Wealth Management, Inc. | 35 | $2.42K | 0.00% | +35 | New |
| Sachetta, LLC | 39 | $2.70K | 0.00% | +39 | New |
| IMA Wealth, Inc. | 40 | $2.77K | 0.00% | +40 | New |
| Larson Financial Group LLC | 41 | $2.83K | 0.00% | +15+57.7% | Added |
| MidFirst Bank | 43 | $2.97K | 0.00% | +43 | New |
| High Note Wealth, LLC | 44 | $3.04K | 0.00% | −90−67.2% | Reduced |
| Brown, Lisle/Cummings, Inc. | 46 | $3.18K | 0.00% | +46 | New |
| North Star Investment Management Corp. | 48 | $3.32K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 48 | $3.32K | 0.00% | +9+23.1% | Added |
| Cornerstone Planning Group LLC | 53 | $3.98K | 0.00% | +42+381.8% | Added |
| Cromwell Holdings LLC | 58 | $4.01K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 62 | $4.26K | 0.00% | +62 | New |
| Raleigh Capital Management Inc. | 62 | $4.29K | 0.00% | +62 | New |
| Marquette Asset Management, LLC | 63 | $4.36K | 0.00% | +31+96.9% | Added |
| Bay Harbor Wealth Management, LLC | 71 | $4.91K | 0.00% | +33+86.8% | Added |
| Innovative Asset Advisors Group, LLC | 72 | $4.98K | 0.00% | +72 | New |
| Private Wealth Management Group, LLC | 76 | $5.25K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 96 | $6.64K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 100 | $6.91K | 0.00% | +100 | New |
| DiNuzzo Private Wealth, Inc. | 101 | $6.98K | 0.00% | −1−1.0% | Reduced |
| Pier Capital, LLC | 108 | $7.47K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 115 | $7.95K | 0.00% | 00.0% | Unchanged |
| Strive Financial Group ,LLC | 120 | $8.00K | 0.00% | +120 | New |
| Raffa Wealth Management, LLC | 122 | $8.43K | 0.00% | +9+8.0% | Added |
| McGuire Capital Advisors Inc | 130 | $8.99K | 0.01% | +130 | New |
| Retirement Wealth Solutions LLC | 132 | $9.13K | 0.01% | −160−54.8% | Reduced |
| Dogwood Wealth Management LLC | 134 | $9.26K | 0.00% | +125+1,388.9% | Added |
| EFG International AG | 140 | $9.68K | 0.00% | −11,124−98.8% | Reduced |
| Atlantic Trust, LLC | 147 | $10.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 155 | $10.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 165 | $11.4K | 0.00% | −99−37.5% | Reduced |
| Rakuten Securities, Inc. | 178 | $12.3K | 0.01% | +158+790.0% | Added |
| Stone House Investment Management, LLC | 186 | $12.9K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 192 | $13.3K | 0.01% | +192 | New |
| Compagnie Lombard Odier SCmA | 196 | $13.5K | 0.00% | −2,000−91.1% | Reduced |
| Armstrong Advisory Group, Inc | 200 | $13.8K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 204 | $14.1K | 0.00% | +204 | New |
| Twin Peaks Wealth Advisors, LLC | 215 | $14.9K | 0.00% | +215 | New |
| Washington Trust Advisors, Inc. | 227 | $15.7K | 0.00% | +227 | New |
| Entrust Financial LLC | 228 | $15.8K | 0.01% | −168−42.4% | Reduced |
| Capital Advisors, Ltd. LLC | 228 | $16.0K | 0.00% | −292−56.2% | Reduced |
| Salomon & Ludwin, LLC | 236 | $16.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 244 | $16.9K | 0.01% | −18−6.9% | Reduced |
| Private Wealth Asset Management, LLC | 252 | $17.4K | 0.00% | +252 | New |
| Valued Wealth Advisors LLC | 278 | $19.2K | 0.01% | +188+208.9% | Added |
| Park Place Capital Corp | 286 | $19.8K | 0.00% | −138−32.5% | Reduced |
| PlanVest Financial, Inc | 292 | $20.2K | 0.02% | +292 | New |
| Signature Equity Partners, LLC | 293 | $20.2K | 0.01% | +234+396.6% | Added |
| Basecamp Wealth Advisors LLC | 309 | $21.4K | 0.00% | +309 | New |
| Parkside Financial Bank & Trust | 320 | $22.1K | 0.00% | +154+92.8% | Added |
| Clark Wealth Partners | 341 | $23.6K | 0.02% | +341 | New |
| Highline Wealth Partners LLC | 345 | $23.9K | 0.01% | +132+62.0% | Added |
| Anchor Investment Management, LLC | 350 | $24.2K | 0.00% | +125+55.6% | Added |
| Farmers & Merchants Investments Inc | 355 | $24.5K | 0.00% | +5+1.4% | Added |
| Kemnay Advisory Services Inc. | 365 | $25.2K | 0.00% | −2,895−88.8% | Reduced |
| Ronald Blue Trust, Inc. | 366 | $25.3K | 0.00% | −202−35.6% | Reduced |
| Brown Brothers Harriman & Co | 367 | $25.4K | 0.00% | +33+9.9% | Added |
| V-Square Quantitative Management LLC | 371 | $25.6K | 0.00% | +371 | New |
| Kerr Financial Planning Corp | 353 | $26.4K | 0.03% | −15−4.1% | Reduced |
| Bogart Wealth, LLC | 391 | $27.0K | 0.00% | +7+1.8% | Added |
| Fortitude Family Office, LLC | 395 | $27.3K | 0.01% | +261+194.8% | Added |
| SHP Wealth Management | 414 | $28.6K | 0.00% | +220+113.4% | Added |
| Massmutual Trust Co FSB | 437 | $30.2K | 0.00% | +136+45.2% | Added |
| Accent Capital Management, LLC | 456 | $31.5K | 0.02% | −39−7.9% | Reduced |
| First Horizon Corp | 473 | $32.7K | 0.00% | 00.0% | Unchanged |