| Wood Tarver Financial Group, LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 2 | $156 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $312 | 0.00% | −19−82.6% | Reduced |
| Bellwether Advisors, LLC | 4 | $312 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 4 | $312 | 0.00% | +4 | New |
| Trifecta Capital Advisors, LLC | 4 | $313 | 0.00% | +4 | New |
| SOA Wealth Advisors, LLC. | 5 | $414 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 7 | $546 | 0.00% | −7−50.0% | Reduced |
| WestEnd Advisors, LLC | 7 | $546 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 7 | $546 | 0.00% | +7 | New |
| American Capital Advisory, LLC | 8 | $625 | 0.00% | −8−50.0% | Reduced |
| Activest Wealth Management | 9 | $702 | 0.00% | −174−95.1% | Reduced |
| DecisionPoint Financial, LLC | 9 | $724 | 0.00% | +9 | New |
| NVWM, LLC | 10 | $780 | 0.00% | −11−52.4% | Reduced |
| Sound Income Strategies, LLC | 10 | $780 | 0.00% | +10 | New |
| TFC Financial Management | 11 | $859 | 0.00% | +3+37.5% | Added |
| Bogart Wealth, LLC | 12 | $936 | 0.00% | −14−53.8% | Reduced |
| Parkworth Wealth Management, Inc. | 12 | $936 | 0.00% | +4+50.0% | Added |
| ORG Partners LLC | 12 | $964 | 0.00% | +12 | New |
| Valley National Advisers Inc | 25 | $1.00K | 0.00% | +1+4.2% | Added |
| Picton Mahoney Asset Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 13 | $1.01K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 14 | $1.09K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 14 | $1.09K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 15 | $1.17K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 17 | $1.33K | 0.00% | +11+183.3% | Added |
| Strategic Wealth Partners, Ltd. | 17 | $1.33K | 0.00% | +17 | New |
| Stephens Consulting, LLC | 17 | $1.33K | 0.00% | +17 | New |
| Legacy Wealth Managment, LLC | 18 | $1.41K | 0.00% | −5−21.7% | Reduced |
| Quaker Wealth Management, LLC | 18 | $1.41K | 0.00% | +18 | New |
| Legacy Investment Solutions, LLC | 18 | $1.41K | 0.00% | +18 | New |
| Bay Harbor Wealth Management, LLC | 19 | $1.48K | 0.00% | +6+46.2% | Added |
| Core Alternative Capital | 20 | $1.56K | 0.00% | −4,019−99.5% | Reduced |
| Rialto Wealth Management, LLC | 21 | $1.64K | 0.00% | −17−44.7% | Reduced |
| Boyd Watterson Asset Management LLC | 21 | $1.64K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 21 | $1.64K | 0.00% | +21 | New |
| UMA Financial Services, Inc. | 21 | $1.64K | 0.00% | +21 | New |
| Essential Partners LLC | 21 | $1.64K | 0.00% | +21 | New |
| AdvisorNet Financial, Inc | 22 | $1.72K | 0.00% | −31−58.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $1.72K | 0.00% | +22 | New |
| Tortoise Investment Management, LLC | 24 | $1.87K | 0.00% | +24 | New |
| Ameriflex Group, Inc. | 26 | $2.02K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $2.11K | 0.00% | −21−43.8% | Reduced |
| HHM Wealth Advisors, LLC | 29 | $2.26K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 29 | $2.28K | 0.00% | +29 | New |
| Princeton Global Asset Management LLC | 30 | $2.34K | 0.00% | +30 | New |
| Horizon Financial Services, LLC | 34 | $2.65K | 0.00% | +18+112.5% | Added |
| Brown, Lisle/Cummings, Inc. | 35 | $2.73K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 35 | $2.73K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 35 | $2.73K | 0.00% | −35−50.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 38 | $2.96K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 41 | $3.25K | 0.00% | −79−65.8% | Reduced |
| Hoey Investments, Inc | 46 | $3.59K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 47 | $3.67K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 50 | $3.90K | 0.00% | −20−28.6% | Reduced |
| South Plains Financial, Inc. | 55 | $4.29K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 55 | $4.29K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 57 | $4.45K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 63 | $4.92K | 0.00% | +63 | New |
| Avion Wealth | 75 | $5.00K | 0.00% | +22+41.5% | Added |
| Evolution Wealth Management Inc. | 66 | $5.13K | 0.01% | +66 | New |
| Highline Wealth Partners LLC | 68 | $5.31K | 0.00% | +37+119.4% | Added |
| Oakworth Capital, Inc. | 70 | $5.46K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 74 | $5.77K | 0.00% | −35−32.1% | Reduced |
| MCF Advisors LLC | 74 | $5.78K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 74 | $5.79K | 0.00% | −70−48.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 76 | $5.93K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 76 | $5.93K | 0.00% | +25+49.0% | Added |
| Raffa Wealth Management, LLC | 77 | $6.01K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 77 | $6.01K | 0.00% | +77 | New |
| Clean Yield Group | 79 | $6.16K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 85 | $6.63K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 86 | $6.71K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 84 | $6.79K | 0.00% | −31−27.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 88 | $6.87K | 0.00% | +66+300.0% | Added |
| GPS Wealth Strategies Group, LLC | 90 | $7.02K | 0.00% | +10+12.5% | Added |
| St Germain D J Co Inc | 93 | $7.26K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 94 | $7.59K | 0.00% | +63+203.2% | Added |
| Adirondack Trust Co | 100 | $7.80K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $7.80K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 100 | $7.83K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 105 | $8.19K | 0.00% | 00.0% | Unchanged |
| Icon Advisers Inc | 105 | $8.19K | 0.00% | +105 | New |
| Howard Hughes Medical Institute | 106 | $8.27K | 0.00% | +106 | New |
| Fortitude Family Office, LLC | 110 | $8.58K | 0.00% | +23+26.4% | Added |
| Aventura Private Wealth, LLC | 111 | $8.66K | 0.00% | +9+8.8% | Added |
| Bare Financial Services, Inc | 113 | $8.82K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 115 | $8.97K | 0.01% | +115 | New |
| Global X Japan Co., Ltd. | 118 | $9.21K | 0.00% | −74−38.5% | Reduced |
| Abound Wealth Management | 119 | $9.26K | 0.00% | −54−31.2% | Reduced |
| Evermay Wealth Management LLC | 120 | $9.36K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 125 | $9.74K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 125 | $9.75K | 0.00% | +92+278.8% | Added |
| Legend Financial Advisors, Inc. | 125 | $9.75K | 0.01% | +125 | New |
| MTM Investment Management, LLC | 125 | $9.75K | 0.00% | +125 | New |
| Maseco LLP | 128 | $10.0K | 0.00% | +128 | New |
| Arlington Trust Co LLC | 129 | $10.1K | 0.00% | +129 | New |
| South State Corp. | 130 | $10.1K | 0.00% | −83−39.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 130 | $10.2K | 0.00% | +51+64.6% | Added |
| Twin Peaks Wealth Advisors, LLC | 150 | $10.3K | 0.00% | +150 | New |