| CKW Financial Group | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 0 | $6 | 0.00% | 0 | Unchanged |
| Trust Co | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 1 | $90 | 0.00% | +1 | New |
| Davis Capital Management | 2 | $181 | 0.00% | −2−50.0% | Reduced |
| Essential Partners LLC | 2 | $181 | 0.00% | −2−50.0% | Reduced |
| Curio Wealth, LLC | 3 | $271 | 0.00% | −17−85.0% | Reduced |
| Clark Wealth Partners | 3 | $272 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $278 | 0.00% | −3−50.0% | Reduced |
| Elevated Capital Advisors, LLC | 4 | $362 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $362 | 0.00% | +1+33.3% | Added |
| Whipplewood Advisors, LLC | 4 | $362 | 0.00% | +1+33.3% | Added |
| Silicon Valley Capital Partners | 4 | $362 | 0.00% | +4 | New |
| Arlington Trust Co LLC | 4 | $362 | 0.00% | +4 | New |
| Collier Financial | 4 | $363 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $452 | 0.00% | −4−44.4% | Reduced |
| WestEnd Advisors, LLC | 6 | $543 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $633 | 0.00% | +1+16.7% | Added |
| 1015 Capital Partners, LLC | 8 | $723 | 0.00% | −10−55.6% | Reduced |
| Horizon Financial Services, LLC | 8 | $723 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $814 | 0.00% | −49−84.5% | Reduced |
| TopTier Wealth Management, LLC | 9 | $814 | 0.00% | +9 | New |
| Wall Street Financial Group, Inc. | 10 | $904 | 0.00% | +10 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 10 | $904 | 0.00% | +10 | New |
| Quaker Wealth Management, LLC | 10 | $905 | 0.00% | +6+150.0% | Added |
| Bare Financial Services, Inc | 11 | $995 | 0.00% | +11 | New |
| Penserra Capital Management LLC | 12 | $1.00K | 0.00% | −6,913−99.8% | Reduced |
| TSFG, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 13 | $1.18K | 0.00% | −43−76.8% | Reduced |
| Vermillion Wealth Management, Inc. | 13 | $1.18K | 0.00% | +13 | New |
| American Capital Advisory, LLC | 13 | $1.18K | 0.00% | +10+333.3% | Added |
| Washington Trust Advisors, Inc. | 14 | $1.27K | 0.00% | −214−93.9% | Reduced |
| Principia Wealth Advisory, LLC | 14 | $1.27K | 0.00% | −1−6.7% | Reduced |
| MV Capital Management, Inc. | 14 | $1.27K | 0.00% | +2+16.7% | Added |
| Portus Wealth Advisors, LLC | 15 | $1.36K | 0.00% | +15 | New |
| Spire Wealth Management | 16 | $1.45K | 0.00% | −137−89.5% | Reduced |
| Strategic Wealth Partners, Ltd. | 17 | $1.54K | 0.00% | −110−86.6% | Reduced |
| Bell Investment Advisors, Inc | 17 | $1.54K | 0.00% | −12−41.4% | Reduced |
| Gilpin Wealth Management, LLC | 17 | $1.54K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 18 | $1.63K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $1.81K | 0.00% | −1−4.8% | Reduced |
| Barrett & Company, Inc. | 20 | $1.81K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 21 | $1.89K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 23 | $2.08K | 0.00% | +4+21.1% | Added |
| Beacon Financial Strategies CORP | 24 | $2.17K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $2.26K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 26 | $2.35K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 27 | $2.44K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 28 | $2.55K | 0.00% | +7+33.3% | Added |
| SJS Investment Consulting Inc. | 29 | $2.62K | 0.00% | +7+31.8% | Added |
| Nalls Sherbakoff Group, LLC | 30 | $2.69K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 30 | $2.71K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $2.71K | 0.00% | −43−58.9% | Reduced |
| Center for Financial Planning, Inc. | 30 | $2.71K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 30 | $2.71K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 30 | $2.71K | 0.00% | −160−84.2% | Reduced |
| Evolution Wealth Management Inc. | 31 | $2.80K | 0.00% | +31 | New |
| Rialto Wealth Management, LLC | 32 | $2.89K | 0.00% | +25+357.1% | Added |
| Marquette Asset Management, LLC | 32 | $2.89K | 0.00% | +32 | New |
| Financial Network Wealth Advisors LLC | 33 | $2.98K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 38 | $3.15K | 0.00% | +35+1,166.7% | Added |
| Thompson Investment Management, Inc. | 35 | $3.20K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 37 | $3.35K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 37 | $3.35K | 0.00% | +37 | New |
| Sachetta, LLC | 37 | $3.35K | 0.00% | +27+270.0% | Added |
| SBI Securities Co., Ltd. | 40 | $3.62K | 0.00% | −74−64.9% | Reduced |
| McIlrath & Eck, LLC | 40 | $3.62K | 0.00% | −42−51.2% | Reduced |
| Heritage Wealth Advisors | 40 | $3.62K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 40 | $3.62K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 40 | $3.62K | 0.00% | −3,557−98.9% | Reduced |
| Main Street Group, LTD | 40 | $3.62K | 0.00% | +40 | New |
| Accordant Advisory Group Inc | 40 | $3.62K | 0.00% | +40 | New |
| Hickory Point Bank & Trust | 40 | $3.62K | 0.00% | +40 | New |
| IMG Wealth Management, Inc. | 43 | $3.89K | 0.00% | −14−24.6% | Reduced |
| Bullock Wealth Management Group | 43 | $3.92K | 0.00% | −13−23.2% | Reduced |
| Sankala Group LLC | 40 | $3.94K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 44 | $3.98K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 44 | $3.98K | 0.00% | −100−69.4% | Reduced |
| Ogorek Anthony Joseph | 48 | $4.00K | 0.00% | −4−7.7% | Reduced |
| Capital Analysts, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 45 | $4.07K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 45 | $4.07K | 0.00% | +31+221.4% | Added |
| Hurley Capital, LLC | 48 | $4.35K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 54 | $4.49K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 50 | $4.52K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 50 | $4.52K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 55 | $4.97K | 0.00% | −860−94.0% | Reduced |
| ROSS\JOHNSON & Associates LLC | 55 | $4.97K | 0.09% | −1−1.8% | Reduced |
| Tripletail Wealth Management, LLC | 55 | $5.00K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 56 | $5.06K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 56 | $5.06K | 0.00% | +56 | New |
| Prosperity Bancshares Inc | 57 | $5.15K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 57 | $5.17K | 0.00% | −28−32.9% | Reduced |