| Ogorek Anthony Joseph | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $42 | 0.00% | −5−83.3% | Reduced |
| Clark Wealth Partners | 1 | $42 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 1 | $42 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 3 | $125 | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 3 | $126 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $150 | 0.00% | +4 | New |
| High Note Wealth, LLC | 4 | $167 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 4 | $168 | 0.00% | +4 | New |
| IMA Wealth, Inc. | 5 | $208 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $209 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $251 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $376 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $376 | 0.00% | +9 | New |
| Bogart Wealth, LLC | 13 | $543 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 14 | $585 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 15 | $627 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 16 | $669 | 0.00% | +5+45.5% | Added |
| South State Corp. | 17 | $710 | 0.00% | +12+240.0% | Added |
| 1015 Capital Partners, LLC | 19 | $793 | 0.00% | +19 | New |
| USA Financial Portformulas Corp | 20 | $835 | 0.00% | −18,276−99.9% | Reduced |
| Wealth Watch Advisors, INC | 20 | $835 | 0.00% | −11−35.5% | Reduced |
| WestEnd Advisors, LLC | 20 | $835 | 0.00% | −2−9.1% | Reduced |
| Essential Partners LLC | 20 | $835 | 0.00% | +20 | New |
| Quaker Wealth Management, LLC | 20 | $836 | 0.00% | +1+5.3% | Added |
| Lloyd Advisory Services, LLC. | 21 | $876 | 0.00% | +21 | New |
| TFC Financial Management | 21 | $885 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 22 | $919 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 23 | $960 | 0.00% | +8+53.3% | Added |
| Avion Wealth | 30 | $1.00K | 0.00% | −2−6.3% | Reduced |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | +18+150.0% | Added |
| Clayton Financial Group LLC | 25 | $1.04K | 0.00% | +25 | New |
| Millstone Evans Group, LLC | 27 | $1.13K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 28 | $1.17K | 0.00% | −2−6.7% | Reduced |
| Rialto Wealth Management, LLC | 28 | $1.17K | 0.00% | +3+12.0% | Added |
| Richardson Capital Management LLC | 30 | $1.25K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 35 | $1.46K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $1.55K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 39 | $1.63K | 0.00% | +39 | New |
| Dunhill Financial, LLC | 43 | $1.80K | 0.00% | +10+30.3% | Added |
| Bay Harbor Wealth Management, LLC | 44 | $1.84K | 0.00% | +16+57.1% | Added |
| Signature Resources Capital Management, LLC | 46 | $1.92K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 49 | $2.05K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 50 | $2.09K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 51 | $2.13K | 0.00% | +51 | New |
| Investors Portfolio Services LLC | 52 | $2.15K | 0.00% | +52 | New |
| SBI Securities Co., Ltd. | 55 | $2.30K | 0.00% | −76−58.0% | Reduced |
| CVA Family Office, LLC | 55 | $2.30K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 57 | $2.38K | 0.00% | +34+147.8% | Added |
| First Horizon Corp | 62 | $2.59K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 64 | $2.69K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 68 | $2.84K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 69 | $2.88K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 74 | $3.09K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 75 | $3.13K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 78 | $3.26K | 0.00% | +78 | New |
| Atlantic Union Bankshares Corp | 78 | $3.26K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 79 | $3.30K | 0.00% | +46+139.4% | Added |
| Wealth Preservation Advisors, LLC | 82 | $3.42K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 83 | $3.47K | 0.00% | +83 | New |
| Reyes Financial Architecture, Inc. | 90 | $3.76K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 91 | $3.80K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 92 | $3.84K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 89 | $3.91K | 0.00% | +84+1,680.0% | Added |
| MV Capital Management, Inc. | 100 | $4.18K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $4.18K | 0.00% | +100 | New |
| TD Capital Management LLC | 102 | $4.28K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 103 | $4.29K | 0.00% | −6−5.5% | Reduced |
| Howard Hughes Medical Institute | 103 | $4.30K | 0.00% | +2+2.0% | Added |
| Quattro Advisors LLC | 109 | $4.54K | 0.00% | +109 | New |
| MB, Levis & Associates, LLC | 117 | $4.89K | 0.00% | +1+0.9% | Added |
| Glen Eagle Advisors, LLC | 118 | $4.91K | 0.00% | −39−24.8% | Reduced |
| Financial Management Professionals, Inc. | 119 | $4.97K | 0.00% | −8−6.3% | Reduced |
| Motco | 120 | $5.01K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 120 | $5.01K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 128 | $5.34K | 0.00% | +128 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 131 | $5.47K | 0.00% | −161−55.1% | Reduced |
| Solstein Capital, LLC | 136 | $5.68K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 157 | $6.96K | 0.00% | +139+772.2% | Added |
| CBIZ Investment Advisory Services, LLC | 168 | $7.02K | 0.00% | +168 | New |
| Nalls Sherbakoff Group, LLC | 175 | $7.32K | 0.01% | +175 | New |
| Sachetta, LLC | 176 | $7.35K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 181 | $7.56K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 188 | $7.85K | 0.00% | +2+1.1% | Added |
| TSFG, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 197 | $8.23K | 0.00% | −35−15.1% | Reduced |
| DT Investment Partners, LLC | 198 | $8.27K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 200 | $8.35K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 207 | $8.64K | 0.00% | −14−6.3% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 213 | $8.89K | 0.01% | +213 | New |
| Bartlett & Co. Wealth Management LLC | 228 | $9.52K | 0.00% | +111+94.9% | Added |
| Turning Point Benefit Group, Inc. | 230 | $9.60K | 0.01% | +220+2,200.0% | Added |
| Ritter Daniher Financial Advisory LLC | 241 | $10.1K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 244 | $10.2K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 257 | $10.7K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 282 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 265 | $11.1K | 0.00% | +250+1,666.7% | Added |