| Kozak & Associates, Inc. | 0 | $29 | 0.00% | −50−100.0% | Reduced |
| Dunhill Financial, LLC | 1 | $86 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $142 | 0.00% | −1−50.0% | Reduced |
| IMA Wealth, Inc. | 1 | $142 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 3 | $425 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $568 | 0.00% | −19−82.6% | Reduced |
| Puff Wealth Management, LLC | 5 | $712 | 0.00% | +5 | New |
| Richardson Financial Services Inc. | 6 | $851 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 6 | $851 | 0.00% | +4+200.0% | Added |
| Binnacle Investments Inc | 7 | $993 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 8 | $1.14K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $1.14K | 0.00% | +4+100.0% | Added |
| Headlands Technologies LLC | 8 | $1.14K | 0.00% | +8 | New |
| Hughes Financial Services, LLC | 8 | $1.17K | 0.00% | −5−38.5% | Reduced |
| WestEnd Advisors, LLC | 10 | $1.42K | 0.00% | −3−23.1% | Reduced |
| Financial Network Wealth Advisors LLC | 10 | $1.42K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 10 | $1.42K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $1.42K | 0.00% | +10 | New |
| Bare Financial Services, Inc | 10 | $1.42K | 0.00% | +10 | New |
| SWAN Capital LLC | 10 | $1.43K | 0.00% | +5+100.0% | Added |
| Principia Wealth Advisory, LLC | 11 | $1.56K | 0.00% | +2+22.2% | Added |
| Riggs Asset Managment Co. Inc. | 11 | $1.56K | 0.00% | +5+83.3% | Added |
| Anfield Capital Management, LLC | 11 | $1.56K | 0.00% | +11 | New |
| FWL Investment Management, LLC | 12 | $1.70K | 0.00% | −369−96.9% | Reduced |
| Toth Financial Advisory Corp | 12 | $1.70K | 0.00% | +12 | New |
| American Capital Advisory, LLC | 12 | $1.70K | 0.00% | +12 | New |
| Ameriflex Group, Inc. | 13 | $1.84K | 0.00% | −21−61.8% | Reduced |
| Ogorek Anthony Joseph | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 15 | $2.13K | 0.00% | +7+87.5% | Added |
| Brown, Lisle/Cummings, Inc. | 16 | $2.27K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 17 | $2.41K | 0.00% | −14−45.2% | Reduced |
| Total Investment Management Inc | 18 | $2.55K | 0.00% | +18 | New |
| Stephens Consulting, LLC | 19 | $2.70K | 0.00% | +19 | New |
| Kilter Group LLC | 19 | $2.70K | 0.00% | +19 | New |
| Colonial Trust Advisors | 20 | $2.84K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 20 | $2.84K | 0.00% | +20 | New |
| True Wealth Design, LLC | 20 | $2.84K | 0.00% | +10+100.0% | Added |
| High Note Wealth, LLC | 21 | $2.98K | 0.00% | −13−38.2% | Reduced |
| Sittner & Nelson, LLC | 21 | $2.98K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 22 | $3.12K | 0.00% | +22 | New |
| Ameritas Advisory Services, LLC | 23 | $3.26K | 0.00% | +23 | New |
| United Community Bank | 23 | $3.26K | 0.00% | +23 | New |
| Millstone Evans Group, LLC | 27 | $3.83K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 30 | $4.26K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 35 | $4.97K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 36 | $5.00K | 0.00% | +36 | New |
| Red Tortoise LLC | 38 | $5.39K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 40 | $5.67K | 0.01% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 42 | $5.96K | 0.00% | +25+147.1% | Added |
| Penserra Capital Management LLC | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 44 | $6.24K | 0.00% | −2−4.3% | Reduced |
| Sierra Ocean, LLC | 46 | $6.53K | 0.00% | +24+109.1% | Added |
| Abound Wealth Management | 50 | $7.08K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 53 | $7.52K | 0.01% | −65−55.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 54 | $7.66K | 0.00% | +5+10.2% | Added |
| Highline Wealth Partners LLC | 56 | $7.95K | 0.00% | +20+55.6% | Added |
| CBIZ Investment Advisory Services, LLC | 57 | $8.09K | 0.00% | −32−36.0% | Reduced |
| Raffa Wealth Management, LLC | 57 | $8.09K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 60 | $8.51K | 0.00% | +2+3.4% | Added |
| Medallion Wealth Advisors, LLC | 62 | $8.78K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 64 | $9.08K | 0.00% | −6−8.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 64 | $9.08K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 65 | $9.22K | 0.00% | +57+712.5% | Added |
| Westend Capital Management, LLC | 71 | $10.1K | 0.00% | +71 | New |
| Transce3nd, LLC | 74 | $10.5K | 0.00% | +18+32.1% | Added |
| Central Trust Co | 74 | $10.5K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 77 | $10.9K | 0.01% | −57−42.5% | Reduced |
| Bank of Jackson Hole Trust | 77 | $10.9K | 0.01% | +77 | New |
| Avion Wealth | 84 | $11.0K | 0.00% | +27+47.4% | Added |
| Dogwood Wealth Management LLC | 80 | $11.6K | 0.01% | +75+1,500.0% | Added |
| Sachetta, LLC | 85 | $12.1K | 0.00% | +23+37.1% | Added |
| Clark Wealth Partners | 87 | $12.3K | 0.01% | +87 | New |
| DiNuzzo Private Wealth, Inc. | 93 | $13.2K | 0.00% | −1−1.1% | Reduced |
| N.E.W. Advisory Services LLC | 93 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 96 | $13.6K | 0.00% | +10+11.6% | Added |
| Howard Hughes Medical Institute | 96 | $13.6K | 0.01% | +96 | New |
| Harel Insurance Investments & Financial Services Ltd. | 100 | $14.0K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 101 | $14.0K | 0.00% | +56+124.4% | Added |
| MB, Levis & Associates, LLC | 100 | $14.2K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 100 | $14.2K | 0.00% | +8+8.7% | Added |
| Atlantic Union Bankshares Corp | 100 | $14.2K | 0.00% | +100 | New |
| ORG Partners LLC | 103 | $14.7K | 0.00% | −128−55.4% | Reduced |
| TD Capital Management LLC | 104 | $14.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 104 | $14.8K | 0.00% | +22+26.8% | Added |
| Duncker Streett & Co Inc | 105 | $14.9K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 105 | $14.9K | 0.00% | +8+8.2% | Added |
| Archer Investment Corp | 112 | $15.9K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 112 | $15.9K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 115 | $16.3K | 0.01% | +35+43.8% | Added |
| HM Payson & Co | 115 | $16.3K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 122 | $17.3K | 0.00% | +22+22.0% | Added |
| TFC Financial Management | 131 | $18.6K | 0.00% | +3+2.3% | Added |
| Old Point Trust & Financial Services N A | 132 | $18.7K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 139 | $19.7K | 0.01% | +82+143.9% | Added |
| Pension & Wealth Management Advisors, Inc. | 144 | $20.4K | 0.01% | −146−50.3% | Reduced |
| Hemington Wealth Management | 151 | $21.0K | 0.00% | +27+21.8% | Added |
| Crewe Advisors LLC | 153 | $21.8K | 0.00% | +7+4.8% | Added |
| McIlrath & Eck, LLC | 154 | $21.8K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 161 | $22.8K | 0.02% | +161 | New |
