| Raleigh Capital Management Inc. | 0 | $22 | 0.00% | 0 | Unchanged |
| South State Corp. | 1 | $304 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 1 | $304 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $304 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $304 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $304 | 0.00% | +1 | New |
| Frazier Financial Advisors, LLC | 1 | $304 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $304 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $304 | 0.00% | +1 | New |
| TIAA Wealth Investment Management LLC | 1 | $304 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 2 | $608 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $608 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 2 | $608 | 0.00% | +1+100.0% | Added |
| Harbor Investment Advisory, LLC | 2 | $608 | 0.00% | +2 | New |
| Golden State Wealth Management, LLC | 2 | $610 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2 | $659 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 3 | $912 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $912 | 0.00% | +1+50.0% | Added |
| Bare Financial Services, Inc | 3 | $912 | 0.00% | +3 | New |
| Kilter Group LLC | 4 | $1.22K | 0.00% | −1−20.0% | Reduced |
| HFM Investment Advisors, LLC | 4 | $1.22K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $1.22K | 0.00% | +2+100.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.52K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 5 | $1.52K | 0.01% | −5−50.0% | Reduced |
| Sunrise Financial Services, LLC | 5 | $1.52K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 5 | $1.52K | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 5 | $1.52K | 0.00% | +5 | New |
| SBI Securities Co., Ltd. | 6 | $1.82K | 0.00% | −6−50.0% | Reduced |
| Webster Bank, N. A. | 6 | $1.82K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 6 | $1.82K | 0.00% | +6 | New |
| JDM Financial Group LLC | 6 | $1.82K | 0.00% | +6 | New |
| Vanguard National Trust Co | 6 | $1.82K | 0.00% | +6 | New |
| Evolution Wealth Management Inc. | 6 | $1.82K | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $2.43K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $2.43K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 8 | $2.43K | 0.00% | +8 | New |
| UMA Financial Services, Inc. | 8 | $2.43K | 0.00% | +5+166.7% | Added |
| Bogart Wealth, LLC | 8 | $2.48K | 0.00% | −2−20.0% | Reduced |
| Financial Management Professionals, Inc. | 9 | $2.73K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $3.04K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $3.04K | 0.00% | +1+11.1% | Added |
| MV Capital Management, Inc. | 10 | $3.04K | 0.00% | +2+25.0% | Added |
| Dunhill Financial, LLC | 10 | $3.07K | 0.00% | +9+900.0% | Added |
| Valued Wealth Advisors LLC | 10 | $3.09K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 11 | $3.24K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 11 | $3.34K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 11 | $3.34K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $3.34K | 0.00% | +1+10.0% | Added |
| Sachetta, LLC | 11 | $3.34K | 0.00% | +6+120.0% | Added |
| JPL Wealth Management, LLC | 11 | $3.34K | 0.00% | +11 | New |
| MidFirst Bank | 12 | $3.65K | 0.00% | +12 | New |
| Signature Equity Partners, LLC | 13 | $3.88K | 0.00% | −4−23.5% | Reduced |
| True Wealth Design, LLC | 13 | $3.95K | 0.00% | +1+8.3% | Added |
| Cedar Mountain Advisors, LLC | 13 | $3.95K | 0.00% | +13 | New |
| Triumph Capital Management | 15 | $4.56K | 0.00% | +1+7.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 15 | $4.56K | 0.00% | +15 | New |
| Legacy Wealth Managment, LLC | 16 | $4.86K | 0.00% | −7−30.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 16 | $4.86K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $5.17K | 0.00% | +7+70.0% | Added |
| Whittier Trust Co | 17 | $5.20K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 18 | $5.47K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 19 | $5.77K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 19 | $5.78K | 0.00% | +6+46.2% | Added |
| Avion Wealth | 21 | $6.00K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 20 | $6.08K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $6.08K | 0.00% | +8+66.7% | Added |
| Synergy Investment Management, LLC | 20 | $6.19K | 0.00% | +20 | New |
| Kemnay Advisory Services Inc. | 21 | $6.38K | 0.00% | +21 | New |
| Intentional Wealth Strategies, LLC | 21 | $6.38K | 0.01% | +21 | New |
| Cornerstone Planning Group LLC | 19 | $6.74K | 0.00% | +4+26.7% | Added |
| Huntington National Bank | 23 | $6.99K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 23 | $6.99K | 0.00% | +23 | New |
| Larson Financial Group LLC | 23 | $7.04K | 0.00% | +17+283.3% | Added |
| High Note Wealth, LLC | 24 | $7.29K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 24 | $7.39K | 0.00% | +1+4.3% | Added |
| Basecamp Wealth Advisors LLC | 25 | $7.60K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 25 | $7.60K | 0.00% | +25 | New |
| Wilkerson Advisory Group LLC | 26 | $7.90K | 0.00% | +8+44.4% | Added |
| Atlantic Union Bankshares Corp | 27 | $8.21K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 29 | $8.81K | 0.00% | +4+16.0% | Added |
| Copia Wealth Management | 29 | $8.93K | 0.01% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 31 | $9.42K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 36 | $10.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 37 | $11.2K | 0.00% | −1−2.6% | Reduced |
| Torren Management, LLC | 37 | $11.4K | 0.01% | −350−90.4% | Reduced |
| WealthCollab, LLC | 38 | $11.5K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 38 | $11.5K | 0.00% | +38 | New |
| Keating Financial Advisory Services, Inc. | 40 | $12.2K | 0.00% | +3+8.1% | Added |
| Activest Wealth Management | 40 | $12.2K | 0.00% | +40 | New |
| Cetera Trust Company, N.A | 44 | $13.4K | 0.01% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 44 | $13.4K | 0.01% | +44 | New |
| Farmers & Merchants Investments Inc | 47 | $14.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 47 | $14.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 47 | $14.3K | 0.00% | +27+135.0% | Added |
| Central Trust Co | 50 | $15.2K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 50 | $15.3K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 51 | $15.5K | 0.01% | +51 | New |
| Rossby Financial, LCC | 52 | $16.0K | 0.00% | +32+160.0% | Added |