| Clear Street Markets LLC | 2 | $0 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 1 | $96 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $103 | 0.00% | +1 | New |
| Cassady Schiller Wealth Management, LLC | 1 | $103 | 0.00% | +1 | New |
| Castleview Partners, LLC | 2 | $206 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 3 | $309 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 3 | $310 | 0.00% | +3 | New |
| Colonial Trust Advisors | 4 | $412 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $413 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $515 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $516 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $824 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 8 | $824 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $927 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 10 | $1.03K | 0.00% | −17,722−99.9% | Reduced |
| ESL Trust Services, LLC | 10 | $1.03K | 0.00% | +10 | New |
| Jamison Private Wealth Management, Inc. | 10 | $1.03K | 0.00% | +10 | New |
| Creekmur Asset Management LLC | 10 | $1.03K | 0.00% | +10 | New |
| Iron Horse Wealth Management, LLC | 12 | $1.24K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 14 | $1.44K | 0.00% | −335−96.0% | Reduced |
| Colonial Trust Co | 16 | $1.65K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.94K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 20 | $2.06K | 0.00% | +1+5.3% | Added |
| LRI Investments, LLC | 22 | $2.27K | 0.00% | +22 | New |
| Rakuten Securities, Inc. | 25 | $2.58K | 0.00% | +25 | New |
| Dunhill Financial, LLC | 26 | $2.64K | 0.00% | +4+18.2% | Added |
| Concord Wealth Partners | 26 | $2.68K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 26 | $2.68K | 0.00% | +26 | New |
| SRS Capital Advisors, Inc. | 29 | $2.98K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 29 | $2.99K | 0.00% | −13−31.0% | Reduced |
| Westend Capital Management, LLC | 29 | $2.99K | 0.00% | +29 | New |
| JNBA Financial Advisors | 29 | $2.99K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 30 | $3.00K | 0.00% | +5+20.0% | Added |
| Financial Management Professionals, Inc. | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $3.00K | 0.00% | −2−7.1% | Reduced |
| Salem Investment Counselors Inc | 31 | $3.21K | 0.00% | +31 | New |
| VisionPoint Advisory Group, LLC | 32 | $3.30K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 37 | $3.79K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 37 | $3.81K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 35 | $4.00K | 0.00% | +9+34.6% | Added |
| DiNuzzo Private Wealth, Inc. | 41 | $4.23K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 42 | $4.33K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 45 | $4.64K | 0.00% | +45 | New |
| Vima LLC | 70 | $4.88K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 49 | $5.05K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 54 | $5.57K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 54 | $5.57K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 56 | $5.77K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 58 | $5.98K | 0.00% | +4+7.4% | Added |
| FWL Investment Management, LLC | 60 | $6.18K | 0.00% | +60 | New |
| Fortitude Family Office, LLC | 62 | $6.39K | 0.00% | +11+21.6% | Added |
| Frank, Rimerman Advisors LLC | 64 | $6.59K | 0.00% | +64 | New |
| Abound Wealth Management | 64 | $6.60K | 0.00% | +6+10.3% | Added |
| Sofos Investments, Inc. | 67 | $6.88K | 0.00% | +67 | Added |
| PFS Partners, LLC | 68 | $7.01K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 71 | $7.32K | 0.01% | +71 | New |
| Glen Eagle Advisors, LLC | 74 | $7.63K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 77 | $7.93K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 82 | $8.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 78 | $8.04K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 80 | $8.26K | 0.00% | −14−14.9% | Reduced |
| American National Bank | 85 | $8.76K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 110 | $8.87K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 87 | $8.97K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 95 | $9.79K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 97 | $10.0K | 0.00% | −1−1.0% | Reduced |
| CoreFirst Bank & Trust | 100 | $10.3K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 107 | $11.0K | 0.00% | +107 | New |
| Carmichael Hill & Associates, Inc. | 107 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 111 | $11.4K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 113 | $11.6K | 0.00% | +89+370.8% | Added |
| FSC Wealth Advisors, LLC | 113 | $11.6K | 0.01% | +113 | New |
| Chelsea Counsel Co | 115 | $11.9K | 0.01% | +115 | New |
| Atlas Capital Advisors LLC | 116 | $12.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 128 | $13.0K | 0.00% | −7−5.2% | Reduced |
| Cape Investment Advisory, Inc. | 130 | $13.4K | 0.01% | −244−65.2% | Reduced |
| Carolinas Wealth Consulting LLC | 144 | $14.8K | 0.00% | +17+13.4% | Added |
| Cyrus J. Lawrence, LLC | 150 | $15.0K | 0.00% | +150 | New |
| West Paces Advisors Inc. | 149 | $15.4K | 0.00% | −5−3.2% | Reduced |
| Archer Investment Corp | 150 | $15.5K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 150 | $15.5K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 156 | $16.1K | 0.01% | +8+5.4% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 159 | $16.4K | 0.01% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 170 | $16.8K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 166 | $17.2K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 182 | $18.8K | 0.01% | +139+323.3% | Added |
| Plante Moran Financial Advisors, LLC | 188 | $19.4K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 188 | $19.4K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 192 | $19.8K | 0.00% | −7,492−97.5% | Reduced |
| M&R Capital Management Inc | 200 | $20.6K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 200 | $20.6K | 0.01% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 200 | $20.6K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 203 | $20.9K | 0.01% | −162−44.4% | Reduced |
| Riverview Trust Co | 204 | $21.0K | 0.02% | +204 | New |
| Frazier Financial Advisors, LLC | 212 | $21.8K | 0.02% | +106+100.0% | Added |
| Brown Brothers Harriman & Co | 219 | $22.6K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 220 | $22.7K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 220 | $22.7K | 0.01% | +19+9.5% | Added |
| Farmers & Merchants Investments Inc | 225 | $23.2K | 0.00% | 00.0% | Unchanged |