| Ogorek Anthony Joseph | 40 | $0 | 0.00% | −94−70.1% | Reduced |
| Penserra Capital Management LLC | 36 | $0 | 0.00% | +3+9.1% | Added |
| American Capital Advisory, LLC | 1 | $23 | 0.00% | −1−50.0% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $68 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $113 | 0.00% | +5 | New |
| SHP Wealth Management | 7 | $159 | 0.00% | +7 | New |
| MidFirst Bank | 7 | $159 | 0.00% | +7 | New |
| Curio Wealth, LLC | 8 | $181 | 0.00% | +8 | New |
| WestEnd Advisors, LLC | 12 | $272 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 13 | $286 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $291 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 14 | $317 | 0.00% | +14 | New |
| Quaker Wealth Management, LLC | 14 | $318 | 0.00% | −12−46.2% | Reduced |
| Nvest Wealth Strategies, Inc. | 16 | $363 | 0.00% | +16 | New |
| United Community Bank | 17 | $385 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 17 | $386 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 18 | $408 | 0.00% | +9+100.0% | Added |
| HFM Investment Advisors, LLC | 21 | $476 | 0.00% | +10+90.9% | Added |
| Financial Consulate, Inc | 22 | $499 | 0.00% | −74−77.1% | Reduced |
| Glen Eagle Advisors, LLC | 22 | $507 | 0.00% | −8−26.7% | Reduced |
| UMA Financial Services, Inc. | 23 | $521 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 24 | $544 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 26 | $589 | 0.00% | +26 | New |
| Portus Wealth Advisors, LLC | 30 | $680 | 0.00% | +30 | New |
| Sunrise Financial Services, LLC | 32 | $725 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 34 | $759 | 0.00% | +34 | New |
| Crewe Advisors LLC | 35 | $793 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 38 | $861 | 0.00% | +34+850.0% | Added |
| Bare Financial Services, Inc | 40 | $906 | 0.00% | −33−45.2% | Reduced |
| Grove Bank & Trust | 40 | $906 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 42 | $952 | 0.00% | +24+133.3% | Added |
| Avion Wealth | 67 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Cornerstone Planning Group LLC | 52 | $1.08K | 0.00% | +5+10.6% | Added |
| Clear Street Markets LLC | 48 | $1.09K | 0.00% | −385−88.9% | Reduced |
| Washington Trust Advisors, Inc. | 48 | $1.09K | 0.00% | +48 | New |
| Anfield Capital Management, LLC | 50 | $1.13K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 50 | $1.13K | 0.00% | +50 | New |
| Mountain Hill Investment Partners Corp. | 51 | $1.16K | 0.00% | +1+2.0% | Added |
| Transamerica Financial Advisors, Inc. | 52 | $1.18K | 0.00% | +30+136.4% | Added |
| Bay Harbor Wealth Management, LLC | 53 | $1.20K | 0.00% | +29+120.8% | Added |
| NBC Securities, Inc. | 64 | $1.45K | 0.00% | +32+100.0% | Added |
| Whipplewood Advisors, LLC | 64 | $1.45K | 0.00% | +64 | New |
| NBT Bank N A | 72 | $1.63K | 0.00% | +72 | New |
| Johnson Financial Group, Inc. | 73 | $1.65K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 76 | $1.72K | 0.00% | +76 | New |
| Raffa Wealth Management, LLC | 83 | $1.88K | 0.00% | +3+3.8% | Added |
| Fortis Group Advisors, LLC | 88 | $1.99K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 89 | $2.02K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 89 | $2.02K | 0.00% | +51+134.2% | Added |
| Twin Peaks Wealth Advisors, LLC | 90 | $2.04K | 0.00% | +90 | New |
| True Wealth Design, LLC | 109 | $2.47K | 0.00% | +48+78.7% | Added |
| Napier Financial, LLC | 110 | $2.49K | 0.00% | +110 | New |
| South State Corp. | 111 | $2.52K | 0.00% | +10+9.9% | Added |
| Activest Wealth Management | 113 | $2.56K | 0.00% | +61+117.3% | Added |
| Quent Capital, LLC | 118 | $2.66K | 0.00% | −80−40.4% | Reduced |
| S&T Bank | 118 | $2.67K | 0.00% | −21−15.1% | Reduced |
| Bell Investment Advisors, Inc | 118 | $2.67K | 0.00% | −8−6.3% | Reduced |
| WPG Advisers, LLC | 118 | $2.67K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 122 | $2.76K | 0.00% | +122 | New |
| Whittier Trust Co of Nevada Inc | 130 | $2.84K | 0.00% | +130 | New |
| Marquette Asset Management, LLC | 127 | $2.88K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 128 | $2.90K | 0.00% | −7−5.2% | Reduced |
| Synergy Investment Management, LLC | 132 | $2.99K | 0.00% | +132 | New |
| TSFG, LLC | 150 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 138 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 149 | $3.12K | 0.00% | +22+17.3% | Added |
| Strategic Investment Solutions, Inc. | 140 | $3.17K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 141 | $3.19K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 145 | $3.29K | 0.00% | +29+25.0% | Added |
| IAG Wealth Partners, LLC | 150 | $3.40K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 150 | $3.40K | 0.00% | +122+435.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 156 | $3.53K | 0.00% | +125+403.2% | Added |
| Manchester Capital Management LLC | 158 | $3.58K | 0.00% | −320−66.9% | Reduced |
| Golden State Wealth Management, LLC | 158 | $3.60K | 0.00% | +2+1.3% | Added |
| JFS Wealth Advisors, LLC | 163 | $3.69K | 0.00% | −99−37.8% | Reduced |
| Signature Equity Partners, LLC | 164 | $3.71K | 0.00% | +164 | New |
| Pinnacle Wealth Planning Services, Inc. | 167 | $3.78K | 0.00% | −60−26.4% | Reduced |
| ZRC Wealth Management, LLC | 174 | $3.94K | 0.00% | +174 | New |
| Tradewinds Capital Management, LLC | 175 | $3.96K | 0.00% | +175 | New |
| Bessemer Group Inc | 168 | $4.00K | 0.00% | +63+60.0% | Added |
| Addison Advisors LLC | 177 | $4.01K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 178 | $4.03K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 188 | $4.26K | 0.00% | +109+138.0% | Added |
| Farmers & Merchants Investments Inc | 190 | $4.30K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 197 | $4.46K | 0.00% | +84+74.3% | Added |
| Arlington Trust Co LLC | 199 | $4.51K | 0.00% | +199 | New |
| High Note Wealth, LLC | 220 | $4.98K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 227 | $5.14K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 237 | $5.36K | 0.00% | −422−64.0% | Reduced |
| Horizon Financial Services, LLC | 242 | $5.48K | 0.00% | +179+284.1% | Added |
| Sherman Asset Management, Inc. | 243 | $5.50K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 275 | $6.24K | 0.00% | +3+1.1% | Added |
| Bogart Wealth, LLC | 278 | $6.29K | 0.00% | +209+302.9% | Added |
| Cromwell Holdings LLC | 321 | $7.27K | 0.00% | −417−56.5% | Reduced |
| Basecamp Wealth Advisors LLC | 329 | $7.45K | 0.00% | −26−7.3% | Reduced |
| Wellington-Altus USA Inc. | 306 | $7.59K | 0.00% | +306 | New |
| Intentional Wealth Strategies, LLC | 338 | $7.66K | 0.01% | +338 | New |
| Private Wealth Management Group, LLC | 346 | $7.84K | 0.00% | +3+0.9% | Added |
| Central Trust Co | 350 | $7.93K | 0.00% | +350 | New |