| American Capital Advisory, LLC | 1 | $113 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $172 | 0.00% | −1−50.0% | Reduced |
| Atlantic Union Bankshares Corp | 2 | $225 | 0.00% | +2 | New |
| Raffa Wealth Management, LLC | 2 | $225 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $225 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $225 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $226 | 0.00% | −1−33.3% | Reduced |
| Nemes Rush Group LLC | 3 | $338 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $338 | 0.00% | +3 | New |
| UMA Financial Services, Inc. | 4 | $451 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4 | $451 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $451 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $451 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 4 | $451 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $451 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 6 | $676 | 0.00% | +5+500.0% | Added |
| Evolution Wealth Management Inc. | 8 | $901 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 8 | $902 | 0.00% | +8 | New |
| Cornerstone Financial Management LLC | 9 | $1.01K | 0.00% | +9 | New |
| Cromwell Holdings LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $1.24K | 0.00% | +4+57.1% | Added |
| Investors Portfolio Services LLC | 12 | $1.27K | 0.00% | +12 | New |
| Intentional Wealth Strategies, LLC | 12 | $1.35K | 0.00% | +12 | New |
| Sound Income Strategies, LLC | 13 | $1.45K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 13 | $1.46K | 0.00% | +13 | New |
| High Note Wealth, LLC | 14 | $1.58K | 0.00% | +14 | New |
| South State Corp. | 14 | $1.58K | 0.00% | +14 | New |
| Albion Financial Group | 14 | $1.58K | 0.00% | +14 | New |
| Valued Wealth Advisors LLC | 14 | $1.58K | 0.00% | +11+366.7% | Added |
| CWM Advisors, LLC | 15 | $1.65K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 16 | $1.80K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $1.80K | 0.00% | +1+6.7% | Added |
| MidFirst Bank | 16 | $1.80K | 0.00% | +16 | New |
| Kingdom Financial Group LLC. | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 17 | $1.92K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 17 | $1.92K | 0.00% | +17 | New |
| Sachetta, LLC | 17 | $1.92K | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 19 | $1.98K | 0.00% | +1+5.6% | Added |
| Avion Wealth | 23 | $2.00K | 0.00% | +9+64.3% | Added |
| Purpose Unlimited Inc. | 18 | $2.03K | 0.00% | +18 | New |
| Bare Financial Services, Inc | 18 | $2.03K | 0.00% | +3+20.0% | Added |
| Financial Network Wealth Advisors LLC | 20 | $2.25K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 21 | $2.56K | 0.00% | +21 | New |
| Financial Consulate, Inc | 25 | $2.82K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 25 | $2.82K | 0.00% | +25 | New |
| Webster Bank, N. A. | 26 | $2.93K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $3.15K | 0.00% | +25+833.3% | Added |
| Whipplewood Advisors, LLC | 30 | $3.38K | 0.00% | +30 | New |
| Brown Brothers Harriman & Co | 31 | $3.49K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 31 | $3.49K | 0.00% | +31 | New |
| Golden State Equity Partners | 33 | $3.72K | 0.00% | +33 | New |
| Dogwood Wealth Management LLC | 33 | $3.72K | 0.00% | −20−37.7% | Reduced |
| Park Square Financial Group, LLC | 35 | $3.94K | 0.03% | +3+9.4% | Added |
| Rialto Wealth Management, LLC | 36 | $4.06K | 0.00% | +27+300.0% | Added |
| IMA Wealth, Inc. | 39 | $4.39K | 0.00% | −3−7.1% | Reduced |
| Strengthening Families & Communities, LLC | 39 | $4.42K | 0.00% | +39 | New |
| JNBA Financial Advisors | 40 | $4.51K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 42 | $4.73K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 46 | $5.18K | 0.00% | −898−95.1% | Reduced |
| JFS Wealth Advisors, LLC | 46 | $5.18K | 0.00% | −36−43.9% | Reduced |
| Prestige Wealth Management Group LLC | 46 | $5.18K | 0.00% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 49 | $5.52K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 50 | $5.63K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 50 | $5.63K | 0.00% | +50 | New |
| Beacon Investment Advisory Services, Inc. | 52 | $5.86K | 0.00% | +52 | New |
| Steigerwald, Gordon & Koch Inc. | 55 | $6.20K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 56 | $6.31K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 60 | $6.76K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 62 | $6.99K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 63 | $7.10K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 63 | $7.10K | 0.00% | +45+250.0% | Added |
| Basecamp Wealth Advisors LLC | 69 | $7.77K | 0.00% | +55+392.9% | Added |
| Estabrook Capital Management | 70 | $7.89K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 72 | $8.11K | 0.00% | +43+148.3% | Added |
| Golden State Wealth Management, LLC | 72 | $8.17K | 0.00% | 00.0% | Unchanged |
| Natixis | 77 | $8.68K | 0.00% | −8,922−99.1% | Reduced |
| Manchester Capital Management LLC | 80 | $9.01K | 0.00% | +1+1.3% | Added |
| Keating Financial Advisory Services, Inc. | 81 | $9.13K | 0.00% | −7−8.0% | Reduced |
| Highline Wealth Partners LLC | 84 | $9.46K | 0.00% | +84 | New |
| Global X Japan Co., Ltd. | 85 | $9.58K | 0.00% | +85 | New |
| Fortitude Family Office, LLC | 86 | $9.69K | 0.00% | +51+145.7% | Added |
| CVA Family Office, LLC | 89 | $10.0K | 0.00% | +89 | New |
| Essential Partners LLC | 91 | $10.3K | 0.00% | −675−88.1% | Reduced |
| Wealth Preservation Advisors, LLC | 91 | $10.3K | 0.01% | +91 | New |
| Legacy Wealth Managment, LLC | 93 | $10.5K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 98 | $11.0K | 0.00% | +75+326.1% | Added |
| TD Waterhouse Canada Inc. | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 99 | $11.2K | 0.01% | +99 | New |
| Sfam, LLC | 100 | $11.3K | 0.01% | 00.0% | Unchanged |
| City State Bank | 100 | $11.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 114 | $12.9K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 125 | $14.1K | 0.01% | −4−3.1% | Reduced |
| Addison Advisors LLC | 137 | $15.4K | 0.00% | −17−11.0% | Reduced |
| DT Investment Partners, LLC | 139 | $15.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 140 | $15.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 149 | $17.0K | 0.00% | −480−76.3% | Reduced |
| Parkside Financial Bank & Trust | 152 | $17.1K | 0.00% | −768−83.5% | Reduced |