| Avion Wealth | 7 | $0 | 0.00% | −149−95.5% | Reduced |
| Atlantic Union Bankshares Corp | 0 | $20 | 0.00% | 0 | New |
| Cornerstone Planning Group LLC | 2 | $134 | 0.00% | −8−80.0% | Reduced |
| LGT Financial Advisors LLC | 3 | $201 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $269 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $269 | 0.00% | +4 | New |
| Highline Wealth Partners LLC | 4 | $278 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 5 | $336 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $336 | 0.00% | +5 | New |
| Stephens Consulting, LLC | 6 | $403 | 0.00% | +6 | New |
| American Capital Advisory, LLC | 6 | $403 | 0.00% | +6 | New |
| Ancora Advisors, LLC | 7 | $459 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 7 | $470 | 0.00% | −6−46.2% | Reduced |
| Total Investment Management Inc | 7 | $470 | 0.00% | +7 | New |
| Core Alternative Capital | 8 | $537 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 8 | $538 | 0.00% | −56−87.5% | Reduced |
| Bridge Generations Wealth Management LLC | 9 | $605 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 9 | $605 | 0.00% | +1+12.5% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $612 | 0.00% | +5+125.0% | Added |
| WealthTrak Capital Management LLC | 10 | $672 | 0.00% | −8−44.4% | Reduced |
| Binnacle Investments Inc | 11 | $738 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 12 | $806 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 12 | $806 | 0.00% | +6+100.0% | Added |
| Ameritas Advisory Services, LLC | 14 | $940 | 0.00% | +14 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | +8 | New |
| HFM Investment Advisors, LLC | 15 | $1.01K | 0.00% | +10+200.0% | Added |
| Tortoise Investment Management, LLC | 15 | $1.01K | 0.00% | +15 | New |
| Rialto Wealth Management, LLC | 17 | $1.14K | 0.00% | +17 | New |
| ORG Partners LLC | 17 | $1.20K | 0.00% | +8+88.9% | Added |
| CoreCap Advisors, LLC | 19 | $1.27K | 0.00% | −498−96.3% | Reduced |
| New Millennium Group LLC | 19 | $1.27K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 21 | $1.41K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 22 | $1.48K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 22 | $1.48K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 22 | $1.50K | 0.00% | −7−24.1% | Reduced |
| SJS Investment Consulting Inc. | 23 | $1.54K | 0.00% | −10−30.3% | Reduced |
| Park Place Capital Corp | 23 | $1.63K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $1.68K | 0.00% | −57−69.5% | Reduced |
| Murphy & Mullick Capital Management Corp | 25 | $1.68K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 25 | $1.68K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 27 | $1.81K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $1.95K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $2.01K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 30 | $2.01K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 31 | $2.08K | 0.00% | +18+138.5% | Added |
| Colonial Trust Co | 31 | $2.08K | 0.00% | +31 | New |
| Darwin Advisors, LLC | 32 | $2.15K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 34 | $2.28K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 35 | $2.35K | 0.00% | −4−10.3% | Reduced |
| Sierra Ocean, LLC | 35 | $2.39K | 0.00% | −26−42.6% | Reduced |
| Montag A & Associates Inc | 37 | $2.52K | 0.00% | −963−96.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 38 | $2.55K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 40 | $2.69K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 41 | $2.75K | 0.00% | −268−86.7% | Reduced |
| Howard Hughes Medical Institute | 42 | $2.82K | 0.00% | +42 | New |
| Bare Financial Services, Inc | 44 | $2.95K | 0.00% | +44 | New |
| NBC Securities, Inc. | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 47 | $3.15K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 52 | $3.49K | 0.00% | +2+4.0% | Added |
| Sachetta, LLC | 54 | $3.63K | 0.00% | +54 | New |
| Private Wealth Management Group, LLC | 58 | $3.89K | 0.00% | −14−19.4% | Reduced |
| New England Capital Financial Advisors LLC | 59 | $3.99K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 60 | $4.03K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 65 | $4.36K | 0.00% | −200−75.5% | Reduced |
| Bruce G. Allen Investments, LLC | 65 | $4.36K | 0.00% | +12+22.6% | Added |
| Atlantic Trust, LLC | 72 | $4.83K | 0.00% | +72 | New |
| Curat Global, LLC | 77 | $5.17K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 77 | $5.17K | 0.01% | +77 | New |
| Abound Wealth Management | 78 | $5.25K | 0.00% | +5+6.8% | Added |
| Financial Management Professionals, Inc. | 79 | $5.39K | 0.00% | −34−30.1% | Reduced |
| Boreal Capital Management LLC | 84 | $5.72K | 0.00% | +84 | New |
| Fortitude Family Office, LLC | 93 | $6.24K | 0.00% | −54−36.7% | Reduced |
| UMA Financial Services, Inc. | 95 | $6.38K | 0.00% | +20+26.7% | Added |
| WPG Advisers, LLC | 96 | $6.44K | 0.01% | +2+2.1% | Added |
| Legacy Wealth Managment, LLC | 97 | $6.51K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 97 | $6.51K | 0.00% | +97 | New |
| Twin Lakes Capital Management, LLC | 100 | $6.71K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $6.72K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 97 | $6.81K | 0.00% | +97 | New |
| Princeton Global Asset Management LLC | 102 | $6.85K | 0.00% | +102 | New |
| Strategic Wealth Partners, Ltd. | 103 | $6.91K | 0.00% | +103 | New |
| Cetera Trust Company, N.A | 107 | $7.18K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 106 | $7.22K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 110 | $7.38K | 0.00% | +110 | New |
| North Star Investment Management Corp. | 110 | $7.40K | 0.00% | +1+0.9% | Added |
| Mount Yale Investment Advisors, LLC | 111 | $7.45K | 0.00% | +111 | New |
| N.E.W. Advisory Services LLC | 118 | $7.92K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 119 | $7.99K | 0.00% | −46−27.9% | Reduced |
| GW&K Investment Management, LLC | 116 | $8.00K | 0.00% | −1−0.9% | Reduced |
| Capital Analysts, LLC | 120 | $8.00K | 0.00% | +70+140.0% | Added |
| Private Wealth Asset Management, LLC | 121 | $8.12K | 0.00% | −11−8.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 125 | $8.37K | 0.00% | +2+1.6% | Added |
| Atlas Capital Advisors LLC | 130 | $8.73K | 0.00% | −92−41.4% | Reduced |
| Quest 10 Wealth Builders, Inc. | 131 | $8.79K | 0.01% | −1−0.8% | Reduced |
| Washington Trust Advisors, Inc. | 138 | $9.26K | 0.00% | +138 | New |
| Medallion Wealth Advisors, LLC | 143 | $9.60K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 152 | $10.0K | 0.00% | +52+52.0% | Added |
| Hantz Financial Services, Inc. | 146 | $10.0K | 0.00% | +117+403.4% | Added |
| CVA Family Office, LLC | 153 | $10.3K | 0.00% | −53−25.7% | Reduced |