| Roble, Belko & Company, Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Darwin Advisors, LLC | 0 | $3 | 0.00% | −81−100.0% | Reduced |
| Westfuller Advisors, LLC | 0 | $17 | 0.00% | −61−100.0% | Reduced |
| Highland Investment Advisors LLC | 1 | $151 | 0.00% | +1 | New |
| MidFirst Bank | 1 | $152 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $152 | 0.00% | +1 | New |
| Front Row Advisors LLC | 1 | $162 | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 2 | $303 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2 | $303 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 2 | $303 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $303 | 0.00% | +2 | New |
| Quarry LP | 2 | $303 | 0.00% | +2 | New |
| Activest Wealth Management | 3 | $454 | 0.00% | −108−97.3% | Reduced |
| Whipplewood Advisors, LLC | 3 | $454 | 0.00% | −30−90.9% | Reduced |
| Retirement Wealth Solutions LLC | 3 | $454 | 0.00% | −1−25.0% | Reduced |
| Seneschal Advisors, LLC | 3 | $454 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $454 | 0.00% | +1+50.0% | Added |
| DecisionPoint Financial, LLC | 3 | $459 | 0.00% | +3 | New |
| Davis Capital Management | 4 | $605 | 0.00% | −3−42.9% | Reduced |
| Mascoma Wealth Management LLC | 4 | $605 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 5 | $757 | 0.00% | −3−37.5% | Reduced |
| Quaker Wealth Management, LLC | 5 | $757 | 0.00% | −3−37.5% | Reduced |
| Morton Brown Family Wealth, LLC | 5 | $757 | 0.00% | +5 | New |
| Buck Wealth Strategies, LLC | 5 | $784 | 0.00% | +5 | New |
| Vanguard National Trust Co | 6 | $908 | 0.00% | −117−95.1% | Reduced |
| Hollencrest Capital Management | 6 | $908 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 6 | $908 | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 6 | $914 | 0.00% | −2−25.0% | Reduced |
| Evolution Wealth Management Inc. | 7 | $1.06K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 7 | $1.06K | 0.00% | −1−12.5% | Reduced |
| Signature Resources Capital Management, LLC | 9 | $1.36K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $1.36K | 0.00% | +2+28.6% | Added |
| Atlas Capital Advisors LLC | 10 | $1.51K | 0.00% | −2,850−99.7% | Reduced |
| LRI Investments, LLC | 10 | $1.51K | 0.00% | −59−85.5% | Reduced |
| Monetary Solutions, Ltd | 10 | $1.51K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 12 | $1.82K | 0.00% | −102−89.5% | Reduced |
| Gill Capital Partners, LLC | 12 | $1.82K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 12 | $1.82K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 13 | $1.97K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 13 | $1.97K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 13 | $1.97K | 0.00% | +13 | New |
| Oakmont Advisory Group, LLC | 14 | $2.06K | 0.00% | +14 | New |
| Truvestments Capital LLC | 14 | $2.12K | 0.00% | −16−53.3% | Reduced |
| SJS Investment Consulting Inc. | 14 | $2.12K | 0.00% | −3−17.6% | Reduced |
| Clark Wealth Partners | 14 | $2.12K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 14 | $2.12K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 15 | $2.27K | 0.00% | +2+15.4% | Added |
| William B. Walkup & Associates, Inc. | 16 | $2.42K | 0.00% | +16 | New |
| HFM Investment Advisors, LLC | 16 | $2.42K | 0.00% | +7+77.8% | Added |
| Valley National Advisers Inc | 16 | $2.43K | 0.00% | +16 | New |
| Principia Wealth Advisory, LLC | 18 | $2.72K | 0.00% | −5−21.7% | Reduced |
| Leonteq Securities AG | 19 | $2.88K | 0.00% | −26−57.8% | Reduced |
| Proathlete Wealth Management LLC | 19 | $2.90K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 21 | $3.18K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 24 | $3.60K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 24 | $3.63K | 0.00% | −23−48.9% | Reduced |
| Imprint Wealth LLC | 24 | $3.63K | 0.01% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 24 | $3.63K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 26 | $3.94K | 0.00% | +26 | New |
| Golden State Equity Partners | 27 | $4.08K | 0.01% | −2,187−98.8% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 27 | $4.09K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 28 | $4.24K | 0.00% | −9−24.3% | Reduced |
| GoalVest Advisory LLC | 28 | $4.24K | 0.00% | +28 | New |
| Entrust Financial LLC | 28 | $4.24K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 28 | $4.28K | 0.00% | −9−24.3% | Reduced |
| Wellington-Altus USA Inc. | 31 | $4.87K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 33 | $4.99K | 0.00% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 33 | $4.99K | 0.00% | +33 | New |
| Avion Wealth | 36 | $5.00K | 0.00% | +6+20.0% | Added |
| Dogwood Wealth Management LLC | 34 | $5.14K | 0.00% | −37−52.1% | Reduced |
| Armstrong Advisory Group, Inc | 35 | $5.30K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 35 | $5.30K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 36 | $5.45K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 36 | $5.45K | 0.00% | +36 | New |
| ZRC Wealth Management, LLC | 37 | $5.57K | 0.00% | −40−51.9% | Reduced |
| Abound Financial, LLC | 37 | $5.60K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $5.60K | 0.00% | +7+23.3% | Added |
| SOA Wealth Advisors, LLC. | 37 | $5.66K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 40 | $6.05K | 0.00% | −41−50.6% | Reduced |
| Barrett & Company, Inc. | 40 | $6.05K | 0.00% | 00.0% | Unchanged |
| Luminist Capital LLC | 40 | $6.05K | 0.01% | +40 | New |
| Hughes Financial Services, LLC | 40 | $6.09K | 0.00% | +9+29.0% | Added |
| Crews Bank & Trust | 43 | $6.51K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 43 | $6.51K | 0.00% | +43 | New |
| Bay Harbor Wealth Management, LLC | 45 | $6.81K | 0.00% | +11+32.4% | Added |
| JPL Wealth Management, LLC | 49 | $7.42K | 0.00% | −176−78.2% | Reduced |
| Triumph Capital Management | 50 | $7.57K | 0.00% | −2−3.8% | Reduced |
| Kroeger Financial Partners | 50 | $7.57K | 0.01% | +50 | New |
| Synergy Investment Management, LLC | 50 | $7.57K | 0.00% | −8−13.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 50 | $7.57K | 0.00% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 50 | $7.57K | 0.00% | +50 | New |
| Planning Strategies Inc. | 50 | $7.57K | 0.00% | +50 | New |
| Bruce G. Allen Investments, LLC | 51 | $7.72K | 0.00% | −97−65.5% | Reduced |
| Aspect Partners, LLC | 51 | $7.72K | 0.00% | +50+5,000.0% | Added |
| West Branch Capital LLC | 52 | $7.80K | 0.00% | +1+2.0% | Added |
| Kilter Group LLC | 52 | $7.87K | 0.00% | +19+57.6% | Added |
| Horizon Financial Services, LLC | 53 | $8.02K | 0.00% | −35−39.8% | Reduced |