| Coston, McIsaac & Partners | 55 | $0 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1 | $4 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1 | $7 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3 | $18 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4 | $28 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $54 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 10 | $71 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 14 | $96 | 0.00% | +14 | New |
| Wilkerson Advisory Group LLC | 14 | $96 | 0.00% | +14 | New |
| Godfrey Financial Associates, Inc. | 19 | $131 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 19 | $131 | 0.00% | +19 | New |
| Private Wealth Management Group, LLC | 20 | $138 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 40 | $275 | 0.00% | −20−33.3% | Reduced |
| Financial Perspectives, Inc | 42 | $289 | 0.00% | 00.0% | Unchanged |
| Capital & Planning, LLC | 50 | $344 | 0.00% | +50 | New |
| Natixis | 52 | $357 | 0.00% | −3,530−98.5% | Reduced |
| Quarry LP | 53 | $364 | 0.00% | +12+29.3% | Added |
| Ankerstar Wealth, LLC | 54 | $371 | 0.00% | −1,361−96.2% | Reduced |
| South State Corp. | 55 | $378 | 0.00% | +55 | New |
| Quadrant Capital Group LLC | 56 | $385 | 0.00% | −40−41.7% | Reduced |
| CVA Family Office, LLC | 59 | $405 | 0.00% | +59 | New |
| Proathlete Wealth Management LLC | 53 | $432 | 0.00% | +9+20.5% | Added |
| Rialto Wealth Management, LLC | 67 | $461 | 0.00% | +67 | New |
| Zions Bancorporation, National Association | 68 | $467 | 0.00% | +68 | New |
| Golden State Equity Partners | 70 | $480 | 0.00% | +70 | New |
| New England Capital Financial Advisors LLC | 70 | $481 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 73 | $502 | 0.00% | −139,201−99.9% | Reduced |
| CWM Advisors, LLC | 98 | $676 | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 100 | $687 | 0.00% | −400−80.0% | Reduced |
| Princeton Global Asset Management LLC | 100 | $687 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $687 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 100 | $687 | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $687 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 100 | $687 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 100 | $687 | 0.00% | +100 | New |
| Wolff Wiese Magana LLC | 100 | $687 | 0.00% | +100 | New |
| Archer Investment Corp | 102 | $701 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 103 | $708 | 0.00% | +103 | New |
| Sittner & Nelson, LLC | 117 | $804 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 121 | $831 | 0.00% | +121 | New |
| Marquette Asset Management, LLC | 148 | $1.02K | 0.00% | +95+179.2% | Added |
| First United Bank Trust | 150 | $1.03K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 150 | $1.03K | 0.00% | +136+971.4% | Added |
| Triumph Capital Management | 177 | $1.22K | 0.00% | +23+14.9% | Added |
| Kingdom Financial Group LLC. | 200 | $1.37K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 200 | $1.37K | 0.00% | +200 | New |
| PFS Partners, LLC | 200 | $1.37K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 200 | $1.37K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 200 | $1.37K | 0.00% | 00.0% | Unchanged |
| Ballast Advisors LLC | 200 | $1.37K | 0.00% | +200 | New |
| Prestige Wealth Management Group LLC | 203 | $1.40K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 208 | $1.43K | 0.00% | +109+110.1% | Added |
| ORG Wealth Partners, LLC | 250 | $1.72K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 250 | $1.72K | 0.00% | −341−57.7% | Reduced |
| Country Trust Bank | 264 | $1.81K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 264 | $1.81K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 267 | $1.83K | 0.00% | −136−33.7% | Reduced |
| BFSG, LLC | 270 | $1.85K | 0.00% | −3,000−91.7% | Reduced |
| Strive Financial Group ,LLC | 262 | $2.00K | 0.00% | +12+4.8% | Added |
| Roble, Belko & Company, Inc | 235 | $2.00K | 0.00% | +15+6.8% | Added |
| Colonial Trust Advisors | 292 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 300 | $2.06K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 321 | $2.21K | 0.00% | +321 | New |
| Truvestments Capital LLC | 332 | $2.28K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 336 | $2.31K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 341 | $2.34K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 350 | $2.40K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 350 | $2.40K | 0.00% | +250+250.0% | Added |
| Toth Financial Advisory Corp | 352 | $2.42K | 0.00% | +40+12.8% | Added |
| Quaker Wealth Management, LLC | 353 | $2.43K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 359 | $2.47K | 0.00% | −81−18.4% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 385 | $2.65K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 400 | $2.75K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 470 | $2.83K | 0.00% | −99−17.4% | Reduced |
| Covestor Ltd | 478 | $3.00K | 0.00% | −383−44.5% | Reduced |
| Ronald Blue Trust, Inc. | 440 | $3.02K | 0.00% | −585−57.1% | Reduced |
| Rothschild Investment LLC | 450 | $3.09K | 0.00% | −85−15.9% | Reduced |
| Spire Wealth Management | 472 | $3.24K | 0.00% | −5,000−91.4% | Reduced |
| Ancora Advisors, LLC | 500 | $3.44K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 507 | $3.48K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 578 | $3.97K | 0.00% | −124−17.7% | Reduced |
| Hickory Point Bank & Trust | 600 | $4.12K | 0.00% | +600 | New |
| Anfield Capital Management, LLC | 615 | $4.22K | 0.00% | +500+434.8% | Added |
| Westfuller Advisors, LLC | 616 | $4.23K | 0.00% | +616 | New |
| Wealth Enhancement Trust Services, Inc. | 626 | $4.30K | 0.00% | +626 | New |
| Basecamp Wealth Advisors LLC | 643 | $4.42K | 0.00% | −16−2.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 655 | $4.50K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 712 | $4.76K | 0.00% | +712 | New |
| Sunbelt Securities, Inc. | 700 | $4.81K | 0.00% | −179−20.4% | Reduced |
| EverSource Wealth Advisors, LLC | 703 | $4.83K | 0.00% | −24−3.3% | Reduced |
| Hanson & Doremus Investment Management | 800 | $5.00K | 0.00% | +800 | New |
| MJT & Associates Financial Advisory Group, Inc. | 800 | $5.50K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 825 | $5.67K | 0.00% | +825 | New |
| Fourth Dimension Wealth, LLC | 850 | $5.84K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 862 | $5.92K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 880 | $6.00K | 0.00% | −2,033−69.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 889 | $6.11K | 0.00% | +889 | New |
| Atlantic Trust, LLC | 957 | $6.58K | 0.00% | 00.0% | Unchanged |