| Raleigh Capital Management Inc. | 0 | $17 | 0.00% | −143−100.0% | Reduced |
| Grove Bank & Trust | 1 | $36 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $37 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 3 | $109 | 0.00% | −1−25.0% | Reduced |
| Triumph Capital Management | 4 | $146 | 0.00% | −301−98.7% | Reduced |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 5 | $180 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 5 | $181 | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 5 | $196 | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 6 | $216 | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 6 | $219 | 0.00% | +6 | New |
| Sunbelt Securities, Inc. | 7 | $252 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 7 | $253 | 0.00% | +3+75.0% | Added |
| American Capital Advisory, LLC | 9 | $325 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 9 | $325 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 9 | $359 | 0.00% | −1−10.0% | Reduced |
| South State Corp. | 10 | $361 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 11 | $397 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 11 | $397 | 0.00% | +11 | New |
| Albion Financial Group | 12 | $433 | 0.00% | +12 | New |
| Harbor Investment Advisory, LLC | 12 | $433 | 0.00% | +12 | New |
| Financial Management Professionals, Inc. | 12 | $437 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 15 | $538 | 0.00% | +15 | New |
| Rialto Wealth Management, LLC | 16 | $577 | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 16 | $595 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 18 | $649 | 0.00% | +2+12.5% | Added |
| Silicon Valley Capital Partners | 20 | $721 | 0.00% | +20 | New |
| Rossby Financial, LCC | 21 | $760 | 0.00% | +18+600.0% | Added |
| Principia Wealth Advisory, LLC | 22 | $793 | 0.00% | −2−8.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 24 | $865 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 25 | $891 | 0.00% | −147−85.5% | Reduced |
| True Wealth Design, LLC | 25 | $902 | 0.00% | −1−3.8% | Reduced |
| Cromwell Holdings LLC | 25 | $911 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 26 | $938 | 0.00% | +11+73.3% | Added |
| REAP Financial Group, LLC | 27 | $974 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 27 | $974 | 0.00% | +3+12.5% | Added |
| CoreCap Advisors, LLC | 27 | $985 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 30 | $1.08K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 30 | $1.08K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 30 | $1.08K | 0.00% | +30 | New |
| Salomon & Ludwin, LLC | 30 | $1.10K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 35 | $1.26K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 38 | $1.37K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 40 | $1.45K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 43 | $1.55K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 43 | $1.57K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 45 | $1.62K | 0.00% | −686−93.8% | Reduced |
| Kilter Group LLC | 48 | $1.73K | 0.00% | +1+2.1% | Added |
| Ronald Blue Trust, Inc. | 61 | $2.20K | 0.00% | +20+48.8% | Added |
| New England Capital Financial Advisors LLC | 64 | $2.32K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 81 | $2.91K | 0.00% | +21+35.0% | Added |
| Capital Advisors, Ltd. LLC | 78 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 84 | $3.02K | 0.00% | +44+110.0% | Added |
| Hurley Capital, LLC | 90 | $3.25K | 0.00% | +90 | New |
| Three Bearings Fiduciary Advisors, Inc. | 90 | $3.25K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 97 | $3.50K | 0.00% | −8−7.6% | Reduced |
| Bogart Wealth, LLC | 100 | $3.61K | 0.00% | +76+316.7% | Added |
| Atlantic Union Bankshares Corp | 100 | $3.61K | 0.00% | +100 | New |
| JPL Wealth Management, LLC | 100 | $3.61K | 0.00% | +100 | New |
| First Horizon Corp | 101 | $3.64K | 0.00% | −15−12.9% | Reduced |
| High Note Wealth, LLC | 118 | $4.25K | 0.00% | −2−1.7% | Reduced |
| St Germain D J Co Inc | 123 | $4.43K | 0.00% | +1+0.8% | Added |
| Smartleaf Asset Management LLC | 139 | $5.02K | 0.00% | −763−84.6% | Reduced |
| Farmers & Merchants Investments Inc | 160 | $5.77K | 0.00% | 00.0% | Unchanged |
| American National Bank | 162 | $5.84K | 0.00% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 163 | $5.89K | 0.00% | +1+0.6% | Added |
| MidFirst Bank | 170 | $6.13K | 0.00% | −6,496−97.4% | Reduced |
| Brown Brothers Harriman & Co | 177 | $6.38K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 190 | $6.85K | 0.00% | +190 | New |
| Archer Investment Corp | 191 | $6.89K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 195 | $7.03K | 0.00% | −13−6.3% | Reduced |
| EFG International AG | 198 | $7.14K | 0.00% | +198 | New |
| Godsey & Gibb Associates | 200 | $7.21K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 202 | $7.28K | 0.01% | −45−18.2% | Reduced |
| Massmutual Trust Co FSB | 204 | $7.36K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 206 | $7.43K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 215 | $7.75K | 0.00% | +102+90.3% | Added |
| Financial Avengers, Inc. | 229 | $8.24K | 0.00% | +1+0.4% | Added |
| Cedar Mountain Advisors, LLC | 244 | $8.80K | 0.00% | +244 | New |
| Acumen Wealth Advisors, LLC | 243 | $8.86K | 0.00% | +243 | New |
| Bell Investment Advisors, Inc | 258 | $9.30K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 269 | $9.70K | 0.00% | +11+4.3% | Added |
| Activest Wealth Management | 276 | $9.95K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 279 | $10.1K | 0.00% | −32−10.3% | Reduced |
| Crewe Advisors LLC | 280 | $10.1K | 0.00% | +56+25.0% | Added |
| Chung Wu Investment Group, LLC | 300 | $10.8K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 317 | $11.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 330 | $11.9K | 0.00% | −39−10.6% | Reduced |
| S&T Bank | 346 | $12.5K | 0.00% | +191+123.2% | Added |
| VSM Wealth Advisory, LLC | 364 | $13.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 369 | $13.4K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 382 | $13.8K | 0.00% | +382 | New |
| Peregrine Capital Management LLC | 390 | $14.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 421 | $15.2K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 482 | $17.4K | 0.00% | +482 | New |
| Valley National Advisers Inc | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 500 | $18.0K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 531 | $19.2K | 0.00% | −108−16.9% | Reduced |
| Parkside Financial Bank & Trust | 561 | $20.2K | 0.00% | +145+34.9% | Added |
| Heritage Wealth Advisors | 600 | $21.6K | 0.00% | 00.0% | Unchanged |