| TFC Financial Management | 1 | $230 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $230 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 2 | $460 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $460 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $460 | 0.00% | +1+100.0% | Added |
| Davis Capital Management | 2 | $460 | 0.00% | +2 | New |
| Breakwater Investment Management | 2 | $460 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $461 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $462 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $689 | 0.00% | +1+50.0% | Added |
| Quaker Wealth Management, LLC | 3 | $690 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 4 | $918 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 4 | $919 | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 4 | $919 | 0.00% | +4 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 4 | $920 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | +2+33.3% | Added |
| Sunbelt Securities, Inc. | 5 | $1.15K | 0.00% | −19−79.2% | Reduced |
| AdvisorNet Financial, Inc | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 5 | $1.15K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.30K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 6 | $1.38K | 0.00% | −3−33.3% | Reduced |
| Country Trust Bank | 6 | $1.38K | 0.00% | −1−14.3% | Reduced |
| Principia Wealth Advisory, LLC | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $1.61K | 0.00% | +3+75.0% | Added |
| IMG Wealth Management, Inc. | 7 | $1.61K | 0.00% | +7 | New |
| Rialto Wealth Management, LLC | 7 | $1.61K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 8 | $1.84K | 0.00% | +8 | New |
| Cloud Capital Management, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 9 | $2.07K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 10 | $2.30K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 10 | $2.30K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 10 | $2.30K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 10 | $2.30K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 10 | $2.30K | 0.00% | +10 | New |
| CVA Family Office, LLC | 11 | $2.53K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 11 | $2.53K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $2.61K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 14 | $3.22K | 0.00% | +14 | New |
| Manning & Napier Advisors LLC | 15 | $3.45K | 0.00% | +15 | New |
| Rakuten Securities, Inc. | 16 | $3.68K | 0.00% | +13+433.3% | Added |
| Manchester Capital Management LLC | 17 | $3.91K | 0.00% | −5−22.7% | Reduced |
| First Pacific Financial | 17 | $3.91K | 0.00% | +2+13.3% | Added |
| JFS Wealth Advisors, LLC | 19 | $4.37K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 19 | $4.37K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 20 | $4.60K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 20 | $4.60K | 0.00% | −3−13.0% | Reduced |
| Private Wealth Asset Management, LLC | 21 | $4.83K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 21 | $4.83K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 21 | $4.83K | 0.00% | +21 | New |
| Montag A & Associates Inc | 23 | $5.24K | 0.00% | +17+283.3% | Added |
| Bell Investment Advisors, Inc | 23 | $5.29K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 25 | $5.75K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 25 | $5.75K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 25 | $5.75K | 0.00% | 00.0% | Unchanged |
| Ossiam | 25 | $5.75K | 0.00% | +15+150.0% | Added |
| High Note Wealth, LLC | 26 | $5.98K | 0.00% | +1+4.0% | Added |
| Golden State Wealth Management, LLC | 26 | $5.98K | 0.00% | +8+44.4% | Added |
| First Command Advisory Services, Inc. | 26 | $5.98K | 0.00% | +26 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 27 | $6.21K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 27 | $6.21K | 0.00% | +27 | New |
| Bare Financial Services, Inc | 33 | $7.58K | 0.00% | +9+37.5% | Added |
| Retirement Wealth Solutions LLC | 33 | $7.59K | 0.00% | +33 | New |
| Activest Wealth Management | 34 | $7.82K | 0.00% | +23+209.1% | Added |
| SWAN Capital LLC | 35 | $8.04K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 37 | $8.52K | 0.00% | +24+184.6% | Added |
| Salomon & Ludwin, LLC | 41 | $9.43K | 0.00% | +41 | New |
| Ronald Blue Trust, Inc. | 42 | $9.65K | 0.00% | −2−4.5% | Reduced |
| Private Trust Co NA | 44 | $10.1K | 0.00% | −16−26.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 44 | $10.1K | 0.00% | +44 | New |
| Grove Bank & Trust | 45 | $10.3K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 45 | $10.4K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $11.5K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $11.5K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 50 | $11.5K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 68 | $15.6K | 0.02% | 00.0% | Unchanged |
| Hemington Wealth Management | 72 | $16.0K | 0.00% | −3−4.0% | Reduced |
| Farmers & Merchants Investments Inc | 72 | $16.6K | 0.00% | +3+4.3% | Added |
| Matrix Trust Co | 72 | $17.0K | 0.00% | −15−17.2% | Reduced |
| Geneos Wealth Management Inc. | 77 | $17.7K | 0.00% | −59−43.4% | Reduced |
| JPL Wealth Management, LLC | 78 | $17.9K | 0.00% | +78 | New |
| Goodman Advisory Group, LLC | 83 | $19.1K | 0.00% | −302−78.4% | Reduced |
| Caitong International Asset Management Co., Ltd | 87 | $20.0K | 0.01% | −90−50.8% | Reduced |
| Colonial Trust Co | 98 | $22.5K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 99 | $22.8K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 110 | $25.3K | 0.00% | +2+1.9% | Added |
| Bank of Jackson Hole Trust | 113 | $26.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 115 | $26.4K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 122 | $28.2K | 0.00% | −5−3.9% | Reduced |
| Measured Wealth Private Client Group, LLC | 124 | $28.5K | 0.01% | +124 | New |
| Root Financial Partners, LLC | 125 | $28.7K | 0.00% | +125 | New |
| Global Retirement Partners, LLC | 126 | $29.0K | 0.00% | −25−16.6% | Reduced |
| SBI Securities Co., Ltd. | 126 | $29.0K | 0.00% | +1+0.8% | Added |
| Sterling Capital Management LLC | 127 | $29.2K | 0.00% | +1+0.8% | Added |
| Walleye Capital LLC | 130 | $29.9K | 0.00% | −7,215−98.2% | Reduced |
| Harvest Fund Management Co., Ltd | 131 | $30.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 135 | $31.0K | 0.00% | +1+0.7% | Added |
| Cornerstone Planning Group LLC | 144 | $34.0K | 0.01% | +124+620.0% | Added |
| Hazlett, Burt & Watson, Inc. | 155 | $35.0K | 0.01% | +155 | New |
| Medallion Wealth Advisors, LLC | 155 | $35.6K | 0.01% | −2−1.3% | Reduced |