| ZRC Wealth Management, LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| JFS Wealth Advisors, LLC | 1 | $11 | 0.00% | −836−99.9% | Reduced |
| Quaker Wealth Management, LLC | 4 | $43 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 6 | $63 | 0.00% | +6 | New |
| Smallwood Wealth Investment Management, LLC | 7 | $73 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 8 | $84 | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 10 | $111 | 0.00% | −14−58.3% | Reduced |
| HFM Investment Advisors, LLC | 14 | $147 | 0.00% | +8+133.3% | Added |
| Strengthening Families & Communities, LLC | 15 | $158 | 0.00% | +15 | New |
| Atlas Capital Advisors LLC | 18 | $189 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 18 | $190 | 0.00% | +18 | New |
| Key Financial Inc | 21 | $221 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 22 | $231 | 0.00% | −40−64.5% | Reduced |
| Grove Bank & Trust | 22 | $231 | 0.00% | +22 | New |
| Parkworth Wealth Management, Inc. | 23 | $242 | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 24 | $253 | 0.00% | +8+50.0% | Added |
| WealthTrak Capital Management LLC | 25 | $263 | 0.00% | −60−70.6% | Reduced |
| Dunhill Financial, LLC | 25 | $264 | 0.00% | −123−83.1% | Reduced |
| Raffa Wealth Management, LLC | 26 | $274 | 0.00% | −75−74.3% | Reduced |
| Oakworth Capital, Inc. | 28 | $295 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 37 | $389 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 38 | $400 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 40 | $421 | 0.00% | −490−92.5% | Reduced |
| Legacy Wealth Managment, LLC | 46 | $484 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 46 | $484 | 0.00% | +46 | New |
| Smartleaf Asset Management LLC | 49 | $525 | 0.00% | −160−76.6% | Reduced |
| Rialto Wealth Management, LLC | 57 | $600 | 0.00% | +19+50.0% | Added |
| Whipplewood Advisors, LLC | 61 | $642 | 0.00% | +61 | New |
| True Wealth Design, LLC | 66 | $695 | 0.00% | −15−18.5% | Reduced |
| Anchor Investment Management, LLC | 90 | $947 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 91 | $957 | 0.00% | +91 | New |
| TSFG, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 135 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 101 | $1.00K | 0.00% | +41+68.3% | Added |
| Manchester Capital Management LLC | 97 | $1.02K | 0.00% | −115−54.2% | Reduced |
| Creative Financial Designs Inc | 100 | $1.06K | 0.00% | +1+1.0% | Added |
| Cedar Mountain Advisors, LLC | 103 | $1.08K | 0.00% | +1+1.0% | Added |
| Cornerstone Planning Group LLC | 97 | $1.24K | 0.00% | +97 | New |
| Larson Financial Group LLC | 123 | $1.29K | 0.00% | −5−3.9% | Reduced |
| DT Investment Partners, LLC | 125 | $1.31K | 0.00% | −254−67.0% | Reduced |
| New Millennium Group LLC | 134 | $1.41K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 137 | $1.45K | 0.00% | +23+20.2% | Added |
| IMG Wealth Management, Inc. | 138 | $1.45K | 0.00% | +138 | New |
| Sierra Ocean, LLC | 142 | $1.50K | 0.00% | +93+189.8% | Added |
| Bruce G. Allen Investments, LLC | 144 | $1.51K | 0.00% | −58−28.7% | Reduced |
| Howard Hughes Medical Institute | 153 | $1.61K | 0.00% | +153 | New |
| Kilter Group LLC | 170 | $1.79K | 0.00% | +170 | New |
| Hemington Wealth Management | 214 | $2.00K | 0.00% | −50−18.9% | Reduced |
| Smithfield Trust Co | 162 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $2.10K | 0.00% | +200 | New |
| Sachetta, LLC | 211 | $2.22K | 0.00% | −73−25.7% | Reduced |
| Millstone Evans Group, LLC | 222 | $2.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 224 | $2.36K | 0.00% | +48+27.3% | Added |
| Lowe Wealth Advisors, LLC | 227 | $2.39K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 186 | $2.47K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 244 | $2.57K | 0.00% | −237−49.3% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 215 | $2.78K | 0.00% | +215 | New |
| Glen Eagle Advisors, LLC | 272 | $2.87K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 274 | $2.89K | 0.00% | +98+55.7% | Added |
| Prestige Wealth Management Group LLC | 341 | $3.59K | 0.00% | −183−34.9% | Reduced |
| Pacifica Partners Inc. | 335 | $3.59K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 346 | $3.64K | 0.00% | −208−37.5% | Reduced |
| Fortitude Family Office, LLC | 359 | $3.78K | 0.00% | +359 | New |
| Wealth Preservation Advisors, LLC | 364 | $3.83K | 0.00% | −80−18.0% | Reduced |
| Bogart Wealth, LLC | 369 | $3.88K | 0.00% | +34+10.1% | Added |
| WPG Advisers, LLC | 382 | $4.02K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 388 | $4.08K | 0.00% | +388 | New |
| CVA Family Office, LLC | 399 | $4.20K | 0.00% | −2,851−87.7% | Reduced |
| Spire Wealth Management | 404 | $4.25K | 0.00% | −83−17.0% | Reduced |
| Geneos Wealth Management Inc. | 421 | $4.43K | 0.00% | +127+43.2% | Added |
| Farmers & Merchants Investments Inc | 488 | $5.13K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 500 | $5.26K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 500 | $5.26K | 0.00% | +500 | New |
| Addison Advisors LLC | 509 | $5.36K | 0.00% | +473+1,313.9% | Added |
| Strategic Investment Solutions, Inc. | 563 | $5.92K | 0.00% | +106+23.2% | Added |
| Brown Brothers Harriman & Co | 582 | $6.12K | 0.00% | +321+123.0% | Added |
| FSA Wealth Management LLC | 592 | $6.23K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 598 | $6.29K | 0.00% | −645−51.9% | Reduced |
| Front Row Advisors LLC | 600 | $6.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 632 | $6.65K | 0.00% | −156−19.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 649 | $6.83K | 0.00% | +649 | New |
| CarsonAllaria Wealth Management, Ltd. | 703 | $7.40K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 700 | $7.54K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 725 | $7.63K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 747 | $7.86K | 0.00% | −112−13.0% | Reduced |
| Rise Advisors, LLC | 748 | $7.87K | 0.00% | +9+1.2% | Added |
| Westside Investment Management, Inc. | 800 | $8.42K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 808 | $8.50K | 0.00% | +808 | New |
| Aspect Partners, LLC | 820 | $8.63K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 840 | $8.84K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 850 | $8.94K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 853 | $8.97K | 0.01% | −30−3.4% | Reduced |
| Sunbelt Securities, Inc. | 776 | $9.99K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 977 | $10.5K | 0.00% | +921+1,644.6% | Added |
| Monetary Management Group Inc | 1,000 | $10.5K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 1,000 | $10.5K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 1,000 | $10.5K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 1,025 | $10.8K | 0.01% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 1,088 | $11.4K | 0.01% | +1+0.1% | Added |
| Rothschild Investment LLC | 1,111 | $11.7K | 0.00% | −2,484−69.1% | Reduced |