| Hantz Financial Services, Inc. | 1 | $0 | 0.00% | −22−95.7% | Reduced |
| Ogorek Anthony Joseph | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 0 | $46 | 0.00% | 0 | New |
| Colonial Trust Advisors | 1 | $54 | 0.00% | −50−98.0% | Reduced |
| Ankerstar Wealth, LLC | 1 | $54 | 0.00% | −25−96.2% | Reduced |
| Highland Investment Advisors LLC | 1 | $54 | 0.00% | +1 | New |
| MCF Advisors LLC | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1 | $55 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 2 | $109 | 0.00% | −1−33.3% | Reduced |
| 3 Factor Indexing, LLC | 2 | $109 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $109 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 2 | $109 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $109 | 0.00% | +2 | New |
| NBC Securities, Inc. | 3 | $163 | 0.00% | −181−98.4% | Reduced |
| Global Trust Asset Management, LLC | 3 | $163 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 3 | $163 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 3 | $163 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 3 | $163 | 0.00% | +3 | New |
| Albion Financial Group | 3 | $164 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3 | $171 | 0.00% | +3 | New |
| Front Row Advisors LLC | 5 | $181 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5 | $272 | 0.00% | −3−37.5% | Reduced |
| 1015 Capital Partners, LLC | 5 | $272 | 0.00% | −1−16.7% | Reduced |
| HFM Investment Advisors, LLC | 5 | $272 | 0.00% | +4+400.0% | Added |
| Creative Financial Designs Inc | 5 | $272 | 0.00% | +5 | New |
| Colonial Trust Co | 6 | $312 | 0.00% | −1−14.3% | Reduced |
| Trust Co | 6 | $326 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 6 | $327 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7 | $381 | 0.00% | −2,080−99.7% | Reduced |
| Quaker Wealth Management, LLC | 7 | $381 | 0.00% | −5−41.7% | Reduced |
| Investors Portfolio Services LLC | 7 | $381 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 7 | $381 | 0.00% | +7 | New |
| Wilkerson Advisory Group LLC | 8 | $435 | 0.00% | −52−86.7% | Reduced |
| Bare Financial Services, Inc | 9 | $489 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 9 | $490 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 10 | $544 | 0.00% | −86−89.6% | Reduced |
| Atlantic Union Bankshares Corp | 10 | $544 | 0.00% | −8−44.4% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $544 | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 10 | $544 | 0.00% | +10 | New |
| Copia Wealth Management | 11 | $598 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 11 | $599 | 0.00% | +11 | New |
| Whipplewood Advisors, LLC | 13 | $707 | 0.00% | −18−58.1% | Reduced |
| Westside Investment Management, Inc. | 13 | $707 | 0.00% | −4−23.5% | Reduced |
| Davis Capital Management | 13 | $707 | 0.00% | +13 | New |
| Signature Resources Capital Management, LLC | 14 | $761 | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 14 | $761 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 14 | $761 | 0.00% | +10+250.0% | Added |
| SHP Wealth Management | 14 | $769 | 0.00% | −11−44.0% | Reduced |
| ORG Wealth Partners, LLC | 15 | $815 | 0.00% | −10−40.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 15 | $816 | 0.00% | −10−40.0% | Reduced |
| Rialto Wealth Management, LLC | 15 | $816 | 0.00% | −5−25.0% | Reduced |
| Corsicana & Co. | 15 | $816 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 16 | $870 | 0.03% | −2−11.1% | Reduced |
| Insight Financial Services | 16 | $870 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $871 | 0.00% | −1−5.9% | Reduced |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | −19−54.3% | Reduced |
| Coston, McIsaac & Partners | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 19 | $1.03K | 0.00% | +19 | New |
| Robbins Farley LLC | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 20 | $1.09K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 21 | $1.14K | 0.00% | −1−4.5% | Reduced |
| IMA Wealth, Inc. | 22 | $1.20K | 0.00% | +10+83.3% | Added |
| Strengthening Families & Communities, LLC | 23 | $1.25K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 23 | $1.25K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 24 | $1.29K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 24 | $1.30K | 0.00% | −43−64.2% | Reduced |
| Hughes Financial Services, LLC | 24 | $1.30K | 0.00% | −2−7.7% | Reduced |
| Chesapeake Asset Management LLC | 25 | $1.36K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 25 | $1.36K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 25 | $1.36K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 25 | $1.36K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 26 | $1.41K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 28 | $1.52K | 0.00% | −77−73.3% | Reduced |
| Marquette Asset Management, LLC | 29 | $1.58K | 0.00% | −60−67.4% | Reduced |
| Mather Group, LLC. | 29 | $1.60K | 0.00% | +2+7.4% | Added |
| Strategic Wealth Partners, Ltd. | 30 | $1.63K | 0.00% | −3−9.1% | Reduced |
| Ameritas Investment Partners, Inc. | 30 | $1.63K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 30 | $1.63K | 0.00% | +30 | New |
| Investment Research & Advisory Group, Inc. | 53 | $1.65K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 31 | $1.69K | 0.00% | −43−58.1% | Reduced |
| NBT Bank N A | 31 | $1.69K | 0.00% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 37 | $1.84K | 0.00% | +37 | New |
| First Horizon Corp | 34 | $1.85K | 0.00% | −228−87.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 35 | $1.90K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 33 | $2.00K | 0.00% | +33 | New |
| LifeSteps Financial, Inc. | 38 | $2.07K | 0.00% | +38 | New |
| American Capital Advisory, LLC | 42 | $2.28K | 0.00% | +19+82.6% | Added |
| Anchor Investment Management, LLC | 44 | $2.39K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 44 | $2.39K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 45 | $2.45K | 0.00% | −109−70.8% | Reduced |
| Ancora Advisors, LLC | 50 | $2.72K | 0.00% | −108−68.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 50 | $2.72K | 0.00% | +50 | New |
| Cape Investment Advisory, Inc. | 54 | $2.94K | 0.00% | +54 | New |
| Accent Capital Management, LLC | 55 | $2.99K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 55 | $2.99K | 0.00% | +11+25.0% | Added |
| WPG Advisers, LLC | 60 | $3.26K | 0.00% | −33−35.5% | Reduced |
| Synergy Investment Management, LLC | 60 | $3.26K | 0.00% | +20+50.0% | Added |
| Principia Wealth Advisory, LLC | 61 | $3.32K | 0.00% | +19+45.2% | Added |
| Adirondack Trust Co | 66 | $3.59K | 0.00% | −3−4.3% | Reduced |
