| Strengthening Families & Communities, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 1 | $106 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1 | $168 | 0.02% | −979−99.9% | Reduced |
| Caldwell Trust Co | 3 | $317 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $317 | 0.00% | +1+50.0% | Added |
| Winnow Wealth LLC | 4 | $403 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 4 | $423 | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 4 | $423 | 0.00% | +4 | New |
| Parkworth Wealth Management, Inc. | 4 | $423 | 0.00% | +4 | New |
| Principia Wealth Advisory, LLC | 4 | $423 | 0.00% | +4 | New |
| MPWM Advisory Solutions, LLC | 5 | $528 | 0.00% | +5 | New |
| TD Capital Management LLC | 6 | $634 | 0.00% | +6 | New |
| BOK Financial Private Wealth, Inc. | 6 | $636 | 0.00% | −54−90.0% | Reduced |
| Sound Income Strategies, LLC | 7 | $739 | 0.00% | −8−53.3% | Reduced |
| Capital A Wealth Management, LLC | 7 | $739 | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 7 | $742 | 0.00% | +2+40.0% | Added |
| Cornerstone Planning Group LLC | 7 | $788 | 0.00% | +4+133.3% | Added |
| TSFG, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $1.06K | 0.00% | +6+150.0% | Added |
| Clark Wealth Partners | 10 | $1.06K | 0.00% | +10 | New |
| Toth Financial Advisory Corp | 10 | $1.06K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 10 | $1.06K | 0.00% | +5+100.0% | Added |
| Raffa Wealth Management, LLC | 12 | $1.27K | 0.00% | −6−33.3% | Reduced |
| West Paces Advisors Inc. | 12 | $1.27K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 12 | $1.27K | 0.00% | +12 | New |
| Teachers Insurance & Annuity Association of America | 14 | $1.48K | 0.00% | +14 | New |
| Decker Retirement Planning Inc. | 15 | $1.59K | 0.00% | +15 | New |
| Contravisory Investment Management, Inc. | 16 | $1.69K | 0.00% | +16 | New |
| Vermillion Wealth Management, Inc. | 16 | $1.69K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 17 | $1.80K | 0.00% | −94−84.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 18 | $1.90K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $1.90K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 19 | $2.01K | 0.00% | +19 | New |
| Barrett & Company, Inc. | 20 | $2.11K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 20 | $2.11K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 21 | $2.20K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 21 | $2.22K | 0.00% | −529−96.2% | Reduced |
| Human Investing LLC | 21 | $2.22K | 0.00% | +21 | New |
| Sachetta, LLC | 21 | $2.22K | 0.00% | −20−48.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 23 | $2.43K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $2.43K | 0.00% | +5+27.8% | Added |
| Slocum, Gordon & Co LLP | 25 | $2.64K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 25 | $2.64K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 25 | $2.64K | 0.00% | +25 | New |
| Fortitude Family Office, LLC | 26 | $2.75K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 27 | $2.85K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clal Insurance Enterprises Holdings Ltd | 28 | $3.00K | 0.00% | +28 | New |
| Hoese & Co LLP | 30 | $3.17K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $3.17K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 30 | $3.17K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 30 | $3.17K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 30 | $3.17K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $3.17K | 0.00% | +5+20.0% | Added |
| Nova Wealth Management, Inc. | 30 | $3.17K | 0.00% | +30 | New |
| Register Financial Advisors LLC | 35 | $3.70K | 0.00% | +35 | New |
| Rialto Wealth Management, LLC | 35 | $3.70K | 0.00% | +35 | New |
| Thompson Investment Management, Inc. | 35 | $3.73K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 36 | $3.80K | 0.00% | +36 | New |
| First Financial Corp | 37 | $3.91K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 40 | $4.00K | 0.00% | +40 | New |
| Security National Bank | 39 | $4.12K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 40 | $4.22K | 0.00% | +38+1,900.0% | Added |
| Heritage Wealth Advisors | 40 | $4.22K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 40 | $4.22K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 40 | $4.23K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 40 | $4.23K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 41 | $4.33K | 0.00% | +31+310.0% | Added |
| Transce3nd, LLC | 42 | $4.44K | 0.00% | +42 | New |
| Bullock Wealth Management Group | 43 | $4.49K | 0.00% | +1+2.4% | Added |
| Colonial Trust Advisors | 43 | $4.54K | 0.00% | +43 | New |
| FSA Wealth Management LLC | 45 | $4.75K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 43 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $5.28K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 50 | $5.28K | 0.00% | 00.0% | Unchanged |
| Affinity Wealth LLC | 50 | $5.28K | 0.01% | +50 | New |
| Hollencrest Capital Management | 51 | $5.39K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 51 | $5.39K | 0.01% | +51 | New |
| Chilton Capital Management LLC | 55 | $5.81K | 0.00% | +55 | New |
| ROSS\JOHNSON & Associates LLC | 55 | $5.81K | 0.13% | +55 | New |
| Cassady Schiller Wealth Management, LLC | 59 | $6.23K | 0.00% | +16+37.2% | Added |
| MV Capital Management, Inc. | 59 | $6.23K | 0.00% | −75−56.0% | Reduced |
| Princeton Global Asset Management LLC | 60 | $6.34K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 61 | $6.44K | 0.03% | +61 | New |
| WPG Advisers, LLC | 64 | $6.76K | 0.01% | +64 | New |
| PrairieView Partners, LLC | 68 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 68 | $7.19K | 0.01% | +68 | New |
| Medallion Wealth Advisors, LLC | 65 | $7.36K | 0.00% | +65 | New |
| Bell Investment Advisors, Inc | 73 | $7.71K | 0.00% | −40−35.4% | Reduced |
| Raleigh Capital Management Inc. | 73 | $7.72K | 0.00% | +25+52.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 74 | $7.77K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 74 | $7.80K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 74 | $7.82K | 0.00% | +33+80.5% | Added |
| Meeder Asset Management Inc | 76 | $8.03K | 0.00% | +76 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 77 | $8.18K | 0.00% | +13+20.3% | Added |
| Peoples Financial Services Corp. | 80 | $8.45K | 0.00% | +80 | New |
| Flagship Wealth Advisors, LLC | 80 | $8.45K | 0.00% | +80 | New |
| Evelyn Partners Investment Management LLP | 80 | $8.45K | 0.00% | +80 | New |
| Montag A & Associates Inc | 80 | $8.47K | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 82 | $8.63K | 0.01% | 00.0% | Unchanged |