| Abound Wealth Management | 1 | $234 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $344 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 1 | $344 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1 | $344 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $344 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $344 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 1 | $344 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $344 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $344 | 0.00% | +1 | New |
| MidFirst Bank | 1 | $344 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $354 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $688 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $688 | 0.00% | +1+100.0% | Added |
| Hughes Financial Services, LLC | 2 | $688 | 0.00% | +2 | New |
| PayPay Securities Corp | 2 | $739 | 0.03% | −1−33.3% | Reduced |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $1.03K | 0.00% | −159−98.1% | Reduced |
| HFM Investment Advisors, LLC | 3 | $1.03K | 0.00% | −1−25.0% | Reduced |
| Asset Dedication, LLC | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $1.03K | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 3 | $1.03K | 0.00% | +3 | New |
| Three Bearings Fiduciary Advisors, Inc. | 3 | $1.03K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $1.13K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 4 | $1.38K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $1.38K | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $1.38K | 0.00% | +4 | New |
| Triumph Capital Management | 4 | $1.38K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 5 | $1.72K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 5 | $1.72K | 0.00% | +5 | New |
| Kingdom Financial Group LLC. | 5 | $1.72K | 0.00% | +5 | New |
| Ogorek Anthony Joseph | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 6 | $2.06K | 0.00% | −422−98.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $2.06K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 6 | $2.06K | 0.00% | +6 | New |
| Heritage Wealth Advisors | 6 | $2.06K | 0.00% | +6 | New |
| Steigerwald, Gordon & Koch Inc. | 7 | $2.41K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 7 | $2.41K | 0.00% | +1+16.7% | Added |
| Arlington Trust Co LLC | 7 | $2.41K | 0.00% | +7 | New |
| Synergy Investment Management, LLC | 7 | $2.41K | 0.00% | +7 | New |
| International Assets Investment Management, LLC | 7 | $2.47K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 8 | $2.75K | 0.00% | +8 | New |
| Innovative Asset Advisors Group, LLC | 8 | $2.76K | 0.00% | +8 | New |
| South State Corp. | 9 | $3.10K | 0.00% | −5−35.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $3.10K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $3.10K | 0.00% | +2+28.6% | Added |
| Rialto Wealth Management, LLC | 9 | $3.10K | 0.00% | +3+50.0% | Added |
| UMA Financial Services, Inc. | 9 | $3.10K | 0.00% | +6+200.0% | Added |
| Intentional Wealth Strategies, LLC | 9 | $3.10K | 0.00% | +9 | New |
| Johnson Financial Group, Inc. | 9 | $3.10K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $3.10K | 0.00% | +9 | New |
| Dunhill Financial, LLC | 9 | $3.35K | 0.00% | −1−10.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 10 | $3.44K | 0.00% | +3+42.9% | Added |
| Park Square Financial Group, LLC | 10 | $3.44K | 0.03% | −38−79.2% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 10 | $3.45K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 11 | $3.78K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 11 | $3.79K | 0.00% | −4−26.7% | Reduced |
| Private Wealth Management Group, LLC | 12 | $4.13K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 12 | $4.13K | 0.00% | +12 | New |
| Sachetta, LLC | 12 | $4.13K | 0.00% | +7+140.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 13 | $4.47K | 0.00% | −5−27.8% | Reduced |
| Newbridge Financial Services Group, Inc. | 13 | $4.48K | 0.00% | +6+85.7% | Added |
| Kilter Group LLC | 14 | $4.82K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 14 | $4.82K | 0.00% | +14 | New |
| HM Payson & Co | 15 | $5.16K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 15 | $5.16K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 16 | $5.52K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 16 | $5.55K | 0.00% | −1−5.9% | Reduced |
| True Link Financial Advisors, LLC | 18 | $6.19K | 0.00% | +18 | New |
| Strategic Wealth Partners, Ltd. | 19 | $6.54K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 19 | $6.54K | 0.00% | +6+46.2% | Added |
| Basecamp Wealth Advisors LLC | 20 | $6.88K | 0.00% | +20 | New |
| Ares Financial Consulting, LLC | 20 | $7.06K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 21 | $7.22K | 0.00% | +21 | New |
| Cherry Tree Wealth Management, LLC | 22 | $7.57K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 22 | $7.57K | 0.00% | +22 | New |
| Brown, Lisle/Cummings, Inc. | 23 | $7.91K | 0.00% | +23 | New |
| Signature Equity Partners, LLC | 23 | $8.02K | 0.00% | +1+4.5% | Added |
| Atlantic Edge Private Wealth Management, LLC | 25 | $8.60K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 26 | $8.94K | 0.01% | −2−7.1% | Reduced |
| ZRC Wealth Management, LLC | 26 | $8.94K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 26 | $9.01K | 0.00% | +6+30.0% | Added |
| Rossby Financial, LCC | 26 | $9.18K | 0.00% | +21+420.0% | Added |
| Bell Investment Advisors, Inc | 27 | $9.29K | 0.00% | +11+68.8% | Added |
| Ritter Daniher Financial Advisory LLC | 28 | $9.63K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29 | $9.98K | 0.00% | −2−6.5% | Reduced |
| GW&K Investment Management, LLC | 28 | $10.0K | 0.00% | +3+12.0% | Added |
| Harbor Investment Advisory, LLC | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 32 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 33 | $11.4K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $11.7K | 0.00% | +20+142.9% | Added |
| First Command Advisory Services, Inc. | 35 | $12.0K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 36 | $12.4K | 0.00% | +36 | New |
| DekaBank Deutsche Girozentrale | 39 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 39 | $13.4K | 0.01% | +39 | New |
| Atlantic Union Bankshares Corp | 40 | $13.8K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 41 | $14.1K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 43 | $14.8K | 0.01% | −40−48.2% | Reduced |
| Activest Wealth Management | 43 | $14.8K | 0.00% | +2+4.9% | Added |