| Mowery & Schoenfeld Wealth Management, LLC | 0 | $7 | 0.00% | −111−100.0% | Reduced |
| South State Corp. | 5 | $95 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 5 | $95 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $132 | 0.00% | −29−80.6% | Reduced |
| Hughes Financial Services, LLC | 7 | $132 | 0.00% | +1+16.7% | Added |
| Bayban | 8 | $151 | 0.00% | −75−90.4% | Reduced |
| WestEnd Advisors, LLC | 9 | $169 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 11 | $207 | 0.00% | +11 | New |
| Atlantic Union Bankshares Corp | 12 | $226 | 0.00% | +12 | New |
| Seneschal Advisors, LLC | 14 | $264 | 0.00% | −3−17.6% | Reduced |
| Portus Wealth Advisors, LLC | 15 | $282 | 0.00% | +15 | New |
| Vermillion Wealth Management, Inc. | 17 | $320 | 0.00% | +17 | New |
| Beaird Harris Wealth Management, LLC | 17 | $321 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 19 | $358 | 0.00% | −19−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 21 | $396 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 21 | $396 | 0.00% | +21 | New |
| Essential Partners LLC | 23 | $433 | 0.00% | +23 | New |
| Breakwater Investment Management | 24 | $452 | 0.00% | +24 | New |
| Principia Wealth Advisory, LLC | 26 | $490 | 0.00% | +2+8.3% | Added |
| American Capital Advisory, LLC | 28 | $528 | 0.00% | +1+3.7% | Added |
| Quaker Wealth Management, LLC | 28 | $528 | 0.00% | +7+33.3% | Added |
| Prosperity Bancshares Inc | 29 | $546 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 29 | $546 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 30 | $565 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $565 | 0.00% | +30 | New |
| Strategic Wealth Partners, Ltd. | 32 | $594 | 0.00% | +32 | New |
| Bruce G. Allen Investments, LLC | 32 | $603 | 0.00% | −318−90.9% | Reduced |
| Elevated Capital Advisors, LLC | 32 | $603 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 33 | $621 | 0.00% | +33 | New |
| Torren Management, LLC | 34 | $640 | 0.00% | −328−90.6% | Reduced |
| Clayton Financial Group LLC | 34 | $641 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 35 | $659 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 38 | $716 | 0.00% | +38 | New |
| Sachetta, LLC | 40 | $754 | 0.00% | −15−27.3% | Reduced |
| Synergy Investment Management, LLC | 42 | $791 | 0.00% | +42 | New |
| Intentional Wealth Strategies, LLC | 42 | $791 | 0.00% | +42 | New |
| Bay Harbor Wealth Management, LLC | 43 | $809 | 0.00% | −23−34.8% | Reduced |
| Johnson Financial Group, Inc. | 45 | $848 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 49 | $923 | 0.00% | +15+44.1% | Added |
| Raffa Wealth Management, LLC | 52 | $979 | 0.00% | +6+13.0% | Added |
| Investors Portfolio Services LLC | 43 | $990 | 0.00% | +43 | New |
| Aventura Private Wealth, LLC | 53 | $998 | 0.00% | −10−15.9% | Reduced |
| Harvest Fund Management Co., Ltd | 42 | $1.00K | 0.00% | −121−74.2% | Reduced |
| Smithfield Trust Co | 34 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 58 | $1.08K | 0.00% | +1+1.8% | Added |
| Manchester Capital Management LLC | 58 | $1.09K | 0.00% | −13−18.3% | Reduced |
| TopTier Wealth Management, LLC | 59 | $1.10K | 0.00% | +59 | New |
| Aspect Partners, LLC | 59 | $1.11K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 74 | $1.39K | 0.00% | +74 | New |
| TD Capital Management LLC | 74 | $1.40K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 76 | $1.43K | 0.00% | +24+46.2% | Added |
| Bogart Wealth, LLC | 78 | $1.47K | 0.00% | +31+66.0% | Added |
| SHP Wealth Management | 82 | $1.54K | 0.00% | +16+24.2% | Added |
| Private Trust Co NA | 84 | $1.58K | 0.00% | −29−25.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 87 | $1.64K | 0.00% | −16−15.5% | Reduced |
| Clear Street Markets LLC | 91 | $1.71K | 0.00% | −741−89.1% | Reduced |
| Abound Wealth Management | 97 | $1.83K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $1.88K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 100 | $1.88K | 0.00% | +100 | New |
| Key Capital Management, INC | 100 | $1.88K | 0.00% | +100 | New |
| Cornerstone Financial Management LLC | 102 | $1.92K | 0.00% | +53+108.2% | Added |
| Spire Wealth Management | 103 | $1.94K | 0.00% | −66−39.1% | Reduced |
| UMA Financial Services, Inc. | 106 | $2.00K | 0.00% | −280−72.5% | Reduced |
| DT Investment Partners, LLC | 106 | $2.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 106 | $2.00K | 0.00% | +106 | New |
| Merrithew & Thorsten Inc | 143 | $2.00K | 0.00% | +1+0.7% | Added |
| Avion Wealth | 124 | $2.00K | 0.00% | +105+552.6% | Added |
| SJS Investment Consulting Inc. | 108 | $2.03K | 0.00% | −13−10.7% | Reduced |
| Blueline Advisors LLC | 116 | $2.19K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 120 | $2.26K | 0.00% | −26−17.8% | Reduced |
| Kilter Group LLC | 136 | $2.56K | 0.00% | +124+1,033.3% | Added |
| Anfield Capital Management, LLC | 145 | $2.73K | 0.00% | −275−65.5% | Reduced |
| Cassaday & Co Wealth Management LLC | 149 | $2.97K | 0.00% | +149 | New |
| CVA Family Office, LLC | 158 | $2.98K | 0.00% | +158 | New |
| MidFirst Bank | 159 | $2.99K | 0.00% | +159 | New |
| J.Safra Asset Management Corp | 165 | $3.11K | 0.00% | +165 | New |
| First Pacific Financial | 187 | $3.52K | 0.00% | +187 | New |
| Rothschild Investment LLC | 193 | $3.64K | 0.00% | −152−44.1% | Reduced |
| Marquette Asset Management, LLC | 197 | $3.71K | 0.00% | +85+75.9% | Added |
| Strategic Investment Solutions, Inc. | 200 | $3.77K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 205 | $3.86K | 0.00% | +74+56.5% | Added |
| High Note Wealth, LLC | 206 | $3.88K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 208 | $3.91K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 209 | $3.94K | 0.00% | +206+6,866.7% | Added |
| Elequin Capital LP | 211 | $3.97K | 0.00% | +211 | New |
| GW&K Investment Management, LLC | 215 | $4.00K | 0.00% | +16+8.0% | Added |
| Clearstead Advisors, LLC | 213 | $4.01K | 0.00% | −2,050−90.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 215 | $4.05K | 0.00% | −529−71.1% | Reduced |
| C M Bidwell & Associates Ltd | 223 | $4.20K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 245 | $4.61K | 0.00% | +78+46.7% | Added |
| S&T Bank | 251 | $4.73K | 0.00% | +206+457.8% | Added |
| Fortitude Family Office, LLC | 267 | $5.03K | 0.00% | −26−8.9% | Reduced |
| Rossby Financial, LCC | 277 | $5.18K | 0.00% | +173+166.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 283 | $5.33K | 0.00% | +10+3.7% | Added |
| True Wealth Design, LLC | 307 | $5.78K | 0.00% | −423−57.9% | Reduced |
| Bullock Wealth Management Group | 311 | $5.82K | 0.00% | +2+0.6% | Added |
| Bartlett & Co. Wealth Management LLC | 342 | $6.71K | 0.00% | +342 | New |
| Signature Resources Capital Management, LLC | 370 | $6.97K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 374 | $7.04K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 380 | $7.17K | 0.00% | +177+87.2% | Added |