| Householder Group Estate & Retirement Specialist, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Creekmur Asset Management LLC | 3 | $164 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $224 | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 4 | $224 | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 5 | $280 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $335 | 0.00% | +6 | New |
| JJJ Advisors Inc. | 6 | $336 | 0.00% | +6 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $428 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 8 | $447 | 0.00% | +8 | New |
| Aspect Partners, LLC | 9 | $503 | 0.00% | +9 | New |
| True Wealth Design, LLC | 9 | $504 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 10 | $559 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 11 | $640 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $671 | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 13 | $727 | 0.00% | −16−55.2% | Reduced |
| Kelly Financial Services LLC | 15 | $827 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 16 | $876 | 0.00% | +16 | New |
| Sittner & Nelson, LLC | 20 | $1.12K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 20 | $1.12K | 0.00% | +20 | New |
| Acima Private Wealth, LLC | 22 | $1.23K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 23 | $1.29K | 0.00% | +15+187.5% | Added |
| West Paces Advisors Inc. | 23 | $1.29K | 0.00% | +20+666.7% | Added |
| Bruce G. Allen Investments, LLC | 24 | $1.34K | 0.00% | +24 | New |
| Nalls Sherbakoff Group, LLC | 25 | $1.40K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 26 | $1.45K | 0.00% | +5+23.8% | Added |
| Arlington Trust Co LLC | 27 | $1.51K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 30 | $1.68K | 0.00% | +30 | New |
| TFC Financial Management | 33 | $1.86K | 0.00% | −20−37.7% | Reduced |
| Liberty One Investment Management, LLC | 33 | $1.87K | 0.00% | −75−69.4% | Reduced |
| Raleigh Capital Management Inc. | 35 | $1.96K | 0.00% | +35 | New |
| DiNuzzo Private Wealth, Inc. | 35 | $1.96K | 0.00% | +35 | New |
| Bogart Wealth, LLC | 38 | $2.12K | 0.00% | −500−92.9% | Reduced |
| Global Trust Asset Management, LLC | 43 | $2.40K | 0.00% | −60−58.3% | Reduced |
| SJS Investment Consulting Inc. | 44 | $2.46K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 47 | $2.63K | 0.00% | −14−23.0% | Reduced |
| Tucker Asset Management LLC | 48 | $2.68K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 49 | $2.74K | 0.00% | +47+2,350.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 49 | $2.74K | 0.00% | +49 | New |
| Iron Horse Wealth Management, LLC | 50 | $2.80K | 0.00% | −30−37.5% | Reduced |
| Colonial Trust Advisors | 50 | $2.80K | 0.00% | −18−26.5% | Reduced |
| Greenwood Gearhart Inc | 50 | $2.80K | 0.00% | +50 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 52 | $2.91K | 0.00% | −119−69.6% | Reduced |
| PFG Private Wealth Management, LLC | 55 | $3.08K | 0.00% | −54−49.5% | Reduced |
| Fortitude Family Office, LLC | 63 | $3.52K | 0.00% | +63 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 68 | $3.80K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 75 | $4.00K | 0.00% | −64−46.0% | Reduced |
| Avalon Trust Co | 73 | $4.08K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 74 | $4.14K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 78 | $4.36K | 0.00% | +5+6.8% | Added |
| Raffa Wealth Management, LLC | 80 | $4.47K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 83 | $4.64K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 90 | $5.03K | 0.00% | +90 | New |
| Bell Investment Advisors, Inc | 91 | $5.09K | 0.00% | −285−75.8% | Reduced |
| MV Capital Management, Inc. | 92 | $5.14K | 0.00% | −8−8.0% | Reduced |
| Archer Investment Corp | 100 | $5.59K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 100 | $5.59K | 0.01% | +100 | New |
| Dynamic Wealth Strategies, LLC | 100 | $5.59K | 0.01% | +100 | New |
| Colonial Trust Co | 102 | $5.70K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 103 | $5.76K | 0.00% | +103 | New |
| AdvisorNet Financial, Inc | 109 | $6.09K | 0.00% | +47+75.8% | Added |
| Manchester Capital Management LLC | 111 | $6.21K | 0.00% | −49−30.6% | Reduced |
| Global Financial Private Client, LLC | 112 | $6.26K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 119 | $6.65K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 121 | $6.78K | 0.00% | +68+128.3% | Added |
| Main Street Group, LTD | 125 | $6.99K | 0.00% | +125 | New |
| Venturi Wealth Management, LLC | 125 | $6.99K | 0.00% | −127−50.4% | Reduced |
| Financial Freedom, LLC | 128 | $7.13K | 0.00% | +2+1.6% | Added |
| Sandy Spring Bank | 140 | $7.83K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 141 | $7.88K | 0.00% | −51−26.6% | Reduced |
| Provence Wealth Management Group | 143 | $8.00K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 150 | $8.39K | 0.00% | −475−76.0% | Reduced |
| Cranbrook Wealth Management, LLC | 152 | $8.50K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 158 | $9.00K | 0.00% | +34+27.4% | Added |
| Farmers & Merchants Investments Inc | 163 | $9.11K | 0.00% | −200−55.1% | Reduced |
| FinTrust Capital Advisors, LLC | 174 | $9.73K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 180 | $10.1K | 0.01% | +180 | New |
| NBT Bank N A | 184 | $10.3K | 0.00% | +184 | New |
| Thompson Investment Management, Inc. | 186 | $10.4K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 198 | $11.1K | 0.01% | +198 | New |
| Garner Asset Management Corp | 200 | $11.2K | 0.01% | +200 | New |
| Peoples Bank | 200 | $11.2K | 0.01% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 200 | $11.2K | 0.01% | +200 | New |
| Retirement Group, LLC | 207 | $11.6K | 0.00% | +207 | New |
| Coppell Advisory Solutions LLC | 207 | $11.6K | 0.00% | +207 | New |
| Covestor Ltd | 212 | $12.0K | 0.01% | −3−1.4% | Reduced |
| First Horizon Advisors, Inc. | 219 | $12.2K | 0.00% | −135−38.1% | Reduced |
| Abound Wealth Management | 220 | $12.3K | 0.00% | +152+223.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 221 | $12.4K | 0.01% | +221 | New |
| Missouri Trust & Investment Co | 225 | $12.6K | 0.01% | +225 | New |
| Carmichael Hill & Associates, Inc. | 227 | $12.7K | 0.01% | −11−4.6% | Reduced |
| First Command Advisory Services, Inc. | 240 | $13.4K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 244 | $13.6K | 0.00% | −1,955−88.9% | Reduced |
| St Germain D J Co Inc | 244 | $13.6K | 0.00% | −542−69.0% | Reduced |
| Desjardins Global Asset Management Inc. | 249 | $13.9K | 0.00% | +4+1.6% | Added |
| ICA Group Wealth Management, LLC | 250 | $14.0K | 0.00% | +250 | New |
| New England Capital Financial Advisors LLC | 255 | $14.2K | 0.01% | +3+1.2% | Added |