| IFC & Insurance Marketing, Inc. | 1 | $0 | 0.00% | +1 | New |
| Raleigh Capital Management Inc. | 0 | $18 | 0.00% | 0 | Unchanged |
| IMA Wealth, Inc. | 1 | $184 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $185 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 1 | $185 | 0.00% | +1 | New |
| Stone House Investment Management, LLC | 2 | $277 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $369 | 0.00% | −103−98.1% | Reduced |
| Turning Point Benefit Group, Inc. | 2 | $369 | 0.00% | −2−50.0% | Reduced |
| Davis Capital Management | 2 | $369 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 2 | $369 | 0.00% | +2 | New |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $397 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $554 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $554 | 0.00% | +1+50.0% | Added |
| Crewe Advisors LLC | 3 | $554 | 0.00% | +3 | New |
| Bare Financial Services, Inc | 3 | $554 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $594 | 0.00% | +1+50.0% | Added |
| Quaker Wealth Management, LLC | 4 | $738 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $738 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 4 | $738 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 5 | $923 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $923 | 0.00% | +5 | New |
| Roble, Belko & Company, Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 6 | $1.11K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $1.11K | 0.00% | +3+100.0% | Added |
| Basepoint Wealth LLC | 6 | $1.13K | 0.00% | +6 | New |
| Old Point Trust & Financial Services N A | 7 | $1.29K | 0.00% | +7 | New |
| Optima Capital LLC | 7 | $1.29K | 0.00% | +7 | New |
| N.E.W. Advisory Services LLC | 8 | $1.48K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 8 | $1.48K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 8 | $1.48K | 0.00% | +8 | New |
| Winnow Wealth LLC | 8 | $1.48K | 0.00% | +7+700.0% | Added |
| 1620 Investment Advisors, Inc. | 9 | $1.77K | 0.00% | −1−10.0% | Reduced |
| Nemes Rush Group LLC | 10 | $1.84K | 0.00% | −14−58.3% | Reduced |
| Oakworth Capital, Inc. | 11 | $2.03K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 11 | $2.03K | 0.00% | +4+57.1% | Added |
| Rialto Wealth Management, LLC | 11 | $2.03K | 0.00% | +4+57.1% | Added |
| First Command Advisory Services, Inc. | 11 | $2.03K | 0.00% | +7+175.0% | Added |
| High Note Wealth, LLC | 11 | $2.03K | 0.00% | +10+1,000.0% | Added |
| Clayton Financial Group LLC | 11 | $2.03K | 0.00% | +11 | New |
| Vision Retirement, LLC | 12 | $2.24K | 0.00% | +12 | New |
| True Wealth Design, LLC | 13 | $2.40K | 0.00% | −7−35.0% | Reduced |
| TFC Financial Management | 13 | $2.40K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 15 | $2.77K | 0.00% | −1−6.3% | Reduced |
| Highline Wealth Partners LLC | 15 | $2.77K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 16 | $2.95K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 16 | $2.95K | 0.00% | +6+60.0% | Added |
| Bogart Wealth, LLC | 16 | $2.95K | 0.00% | +16 | New |
| Penserra Capital Management LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 16 | $3.00K | 0.00% | +16 | New |
| Sunrise Financial Services, LLC | 17 | $3.14K | 0.00% | +17 | New |
| ZRC Wealth Management, LLC | 18 | $3.32K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 18 | $3.32K | 0.00% | +18 | New |
| Bryn Mawr Trust Co | 19 | $3.51K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 19 | $3.51K | 0.00% | 00.0% | Unchanged |
| Navalign, LLC | 20 | $3.69K | 0.00% | +20 | New |
| Dogwood Wealth Management LLC | 21 | $3.87K | 0.00% | +12+133.3% | Added |
| First Eagle Investment Management, LLC | 21 | $3.88K | 0.00% | +21 | New |
| Albion Financial Group | 22 | $4.06K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 22 | $4.06K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 22 | $4.06K | 0.00% | +1+4.8% | Added |
| United Financial Planning Group LLC | 22 | $4.06K | 0.00% | +22 | New |
| Sound Income Strategies, LLC | 25 | $4.63K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 26 | $4.80K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 26 | $4.80K | 0.00% | +9+52.9% | Added |
| Bay Harbor Wealth Management, LLC | 26 | $4.80K | 0.00% | +11+73.3% | Added |
| SJS Investment Consulting Inc. | 26 | $4.80K | 0.00% | +10+62.5% | Added |
| DiNuzzo Private Wealth, Inc. | 29 | $5.35K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 29 | $5.44K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 32 | $5.90K | 0.00% | −4−11.1% | Reduced |
| Atlantic Trust, LLC | 32 | $5.90K | 0.00% | +24+300.0% | Added |
| WPG Advisers, LLC | 33 | $6.09K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 33 | $6.09K | 0.00% | +33 | New |
| TD Private Client Wealth LLC | 34 | $6.27K | 0.00% | −3−8.1% | Reduced |
| MV Capital Management, Inc. | 34 | $6.27K | 0.00% | +9+36.0% | Added |
| Quattro Advisors LLC | 34 | $6.32K | 0.01% | +34 | New |
| Kilter Group LLC | 36 | $6.64K | 0.00% | −5−12.2% | Reduced |
| Strategic Wealth Advisors LLC | 39 | $7.00K | 0.01% | +39 | New |
| AdvisorNet Financial, Inc | 38 | $7.01K | 0.00% | +9+31.0% | Added |
| Aspect Partners, LLC | 40 | $7.38K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 40 | $7.41K | 0.00% | +19+90.5% | Added |
| SHP Wealth Management | 42 | $7.75K | 0.00% | +42 | New |
| Wilkerson Advisory Group LLC | 44 | $8.12K | 0.00% | +44 | New |
| Dunhill Financial, LLC | 45 | $8.26K | 0.00% | +2+4.7% | Added |
| CoreCap Advisors, LLC | 45 | $8.30K | 0.00% | −226−83.4% | Reduced |
| Prestige Wealth Management Group LLC | 45 | $8.30K | 0.00% | +45 | New |
| Raffa Wealth Management, LLC | 46 | $8.49K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 47 | $8.67K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 48 | $8.86K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 50 | $9.22K | 0.01% | 00.0% | Unchanged |
| City State Bank | 51 | $9.41K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 52 | $9.59K | 0.00% | +39+300.0% | Added |
| South State Corp. | 53 | $9.78K | 0.00% | +37+231.3% | Added |
| HFM Investment Advisors, LLC | 57 | $10.5K | 0.00% | +50+714.3% | Added |
| Johnson Financial Group, Inc. | 58 | $10.7K | 0.00% | −9−13.4% | Reduced |
| RHL Group, LLC | 60 | $11.1K | 0.01% | +60 | New |
| Fortitude Family Office, LLC | 65 | $12.0K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 66 | $12.2K | 0.00% | +17+34.7% | Added |
| United Community Bank | 72 | $13.3K | 0.01% | +72 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 73 | $13.5K | 0.00% | +14+23.7% | Added |
