| CoreCap Advisors, LLC | 1 | $24 | 0.00% | −25−96.2% | Reduced |
| Medallion Wealth Advisors, LLC | 1 | $47 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $94 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2 | $96 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 3 | $140 | 0.00% | +1+50.0% | Added |
| Financial Management Professionals, Inc. | 4 | $186 | 0.00% | +4 | New |
| Buck Wealth Strategies, LLC | 4 | $186 | 0.00% | +4 | New |
| Toronto Dominion Bank | 6 | $272 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 6 | $280 | 0.00% | 00.0% | Unchanged |
| Trust Co | 9 | $419 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 10 | $465 | 0.00% | +10 | New |
| JFS Wealth Advisors, LLC | 10 | $466 | 0.00% | +10 | New |
| CVA Family Office, LLC | 13 | $605 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 14 | $632 | 0.00% | +1+7.7% | Added |
| Motco | 18 | $838 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 18 | $847 | 0.00% | −12−40.0% | Reduced |
| FNY Investment Advisers, LLC | 35 | $1.00K | 0.00% | −112−76.2% | Reduced |
| Ronald Blue Trust, Inc. | 25 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 26 | $1.21K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 28 | $1.30K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 32 | $1.49K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 34 | $1.58K | 0.00% | +11+47.8% | Added |
| Keating Financial Advisory Services, Inc. | 35 | $1.63K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 35 | $1.63K | 0.00% | +35 | New |
| SWAN Capital LLC | 36 | $1.69K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 37 | $1.72K | 0.00% | +14+60.9% | Added |
| Hilton Head Capital Partners, LLC | 38 | $1.77K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 39 | $1.85K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 40 | $1.86K | 0.00% | +40 | New |
| Crews Bank & Trust | 40 | $1.86K | 0.00% | +40 | New |
| Washington Trust Advisors, Inc. | 45 | $2.10K | 0.00% | +7+18.4% | Added |
| Cromwell Holdings LLC | 47 | $2.19K | 0.00% | +22+88.0% | Added |
| Financial Network Wealth Advisors LLC | 54 | $2.51K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 64 | $2.98K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 64 | $2.98K | 0.00% | +8+14.3% | Added |
| Brown Brothers Harriman & Co | 66 | $3.07K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 69 | $3.21K | 0.00% | +45+187.5% | Added |
| Westend Capital Management, LLC | 70 | $3.24K | 0.00% | +70 | New |
| Strategic Wealth Partners, Ltd. | 74 | $3.44K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 78 | $3.63K | 0.00% | +78 | New |
| Concord Wealth Partners | 84 | $3.91K | 0.00% | +84 | New |
| Avion Wealth | 92 | $4.00K | 0.00% | +12+15.0% | Added |
| McGuire Capital Advisors Inc | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 87 | $4.05K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 99 | $4.61K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $4.65K | 0.00% | −150−60.0% | Reduced |
| Cape Investment Advisory, Inc. | 100 | $4.65K | 0.00% | +100 | New |
| Capital Analysts, LLC | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 116 | $5.40K | 0.00% | +116 | New |
| Ancora Advisors, LLC | 117 | $5.44K | 0.00% | −1,723−93.6% | Reduced |
| Silver Grove Financial Group, Inc. | 119 | $5.54K | 0.00% | +119 | New |
| Carolina Wealth Advisors, LLC | 120 | $5.58K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 120 | $5.58K | 0.00% | +16+15.4% | Added |
| Owl Creek Wealth Partners LLC | 150 | $6.98K | 0.00% | +20+15.4% | Added |
| UMA Financial Services, Inc. | 164 | $7.63K | 0.00% | −52−24.1% | Reduced |
| HM Payson & Co | 165 | $7.68K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 168 | $7.82K | 0.00% | −41,295−99.6% | Reduced |
| Farmers & Merchants Investments Inc | 168 | $7.82K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 173 | $8.05K | 0.00% | +161+1,341.7% | Added |
| Pinnacle Bancorp, Inc. | 179 | $8.33K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 205 | $9.54K | 0.00% | +205 | New |
| Pinnacle Wealth Planning Services, Inc. | 209 | $9.72K | 0.00% | +3+1.5% | Added |
| Richardson Financial Services Inc. | 215 | $10.0K | 0.01% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 221 | $10.3K | 0.00% | +3+1.4% | Added |
| Markowski Investments | 225 | $10.5K | 0.00% | +225 | New |
| IFG Advisory, LLC | 226 | $10.5K | 0.00% | +226 | New |
| Millstone Evans Group, LLC | 243 | $11.3K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 243 | $11.3K | 0.01% | +3+1.3% | Added |
| Activest Wealth Management | 255 | $11.9K | 0.00% | +132+107.3% | Added |
| Los Angeles Capital Management LLC | 278 | $12.9K | 0.00% | −14,418−98.1% | Reduced |
| JNBA Financial Advisors | 279 | $13.0K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 286 | $13.3K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 300 | $14.0K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 313 | $14.6K | 0.00% | +4+1.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 315 | $14.7K | 0.00% | +315 | New |
| Caldwell Sutter Capital, Inc. | 318 | $14.8K | 0.01% | +92+40.7% | Added |
| Sachetta, LLC | 337 | $15.7K | 0.01% | +32+10.5% | Added |
| Ares Financial Consulting, LLC | 339 | $15.8K | 0.01% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 343 | $16.0K | 0.02% | +1+0.3% | Added |
| Truvestments Capital LLC | 350 | $16.3K | 0.00% | −694−66.5% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 359 | $16.7K | 0.00% | +359 | New |
| Wellington-Altus USA Inc. | 401 | $16.9K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 365 | $17.0K | 0.00% | +1+0.3% | Added |
| Rialto Wealth Management, LLC | 381 | $17.7K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 411 | $19.1K | 0.00% | +411 | New |
| Tidemark, LLC | 425 | $19.8K | 0.00% | +6+1.4% | Added |
| Action Point Financial Planning, LLC | 452 | $20.9K | 0.00% | +452 | New |
| Johnson Financial Group, Inc. | 450 | $20.9K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 462 | $21.5K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 490 | $22.8K | 0.00% | −17−3.4% | Reduced |
| Covestor Ltd | 487 | $23.0K | 0.01% | −305−38.5% | Reduced |
| Bogart Wealth, LLC | 499 | $23.2K | 0.00% | +50+11.1% | Added |
| Bullock Wealth Management Group | 500 | $23.3K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 513 | $23.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 522 | $24.3K | 0.00% | +22+4.4% | Added |
| Parkside Financial Bank & Trust | 550 | $25.6K | 0.00% | +335+155.8% | Added |
| Caldwell Trust Co | 552 | $25.7K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 562 | $26.1K | 0.01% | −15−2.6% | Reduced |
| Prosperity Bancshares Inc | 565 | $26.3K | 0.02% | +24+4.4% | Added |
| Hazlett, Burt & Watson, Inc. | 580 | $27.0K | 0.01% | −225−28.0% | Reduced |