| Abound Wealth Management | 1 | $457 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 1 | $681 | 0.00% | −4−80.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $681 | 0.00% | 00.0% | Unchanged |
| Trust Co | 1 | $681 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $681 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1 | $681 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $681 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 1 | $682 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $682 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $682 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1 | $682 | 0.00% | +1 | New |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2 | $1.36K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 2 | $1.36K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $1.36K | 0.00% | +1+100.0% | Added |
| HFM Investment Advisors, LLC | 3 | $2.04K | 0.00% | −4−57.1% | Reduced |
| Benson Wealth Management INC | 3 | $2.04K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 3 | $2.04K | 0.00% | +1+50.0% | Added |
| Vermillion Wealth Management, Inc. | 3 | $2.04K | 0.00% | +3 | New |
| SHP Wealth Management | 3 | $2.04K | 0.00% | +3 | New |
| Financial Management Professionals, Inc. | 3 | $2.04K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 3 | $2.04K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 4 | $2.72K | 0.00% | −1−20.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 4 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 4 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $2.72K | 0.00% | +2+100.0% | Added |
| Golden State Equity Partners | 4 | $2.72K | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 4 | $2.73K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $2.73K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $2.73K | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $2.74K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 5 | $3.41K | 0.00% | −1−16.7% | Reduced |
| Addison Advisors LLC | 5 | $3.41K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 6 | $4.09K | 0.03% | −33−84.6% | Reduced |
| Atlas Capital Advisors LLC | 6 | $4.09K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 6 | $4.09K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 6 | $4.09K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 6 | $4.09K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 6 | $4.09K | 0.00% | +2+50.0% | Added |
| Whipplewood Advisors, LLC | 6 | $4.09K | 0.00% | +6 | New |
| Rialto Wealth Management, LLC | 7 | $4.77K | 0.00% | +2+40.0% | Added |
| Marquette Asset Management, LLC | 7 | $4.77K | 0.00% | +3+75.0% | Added |
| Accent Capital Management, LLC | 7 | $4.77K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 8 | $5.45K | 0.00% | +3+60.0% | Added |
| Richardson Capital Management LLC | 8 | $5.45K | 0.00% | +8 | New |
| Mark Sheptoff Financial Planning, LLC | 8 | $5.83K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 9 | $6.13K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 9 | $6.13K | 0.00% | +9 | New |
| Dunhill Financial, LLC | 9 | $6.66K | 0.00% | +8+800.0% | Added |
| Elequin Capital LP | 10 | $6.81K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $6.81K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 11 | $7.49K | 0.00% | +1+10.0% | Added |
| LRI Investments, LLC | 12 | $8.17K | 0.00% | +12 | New |
| Rossby Financial, LCC | 12 | $8.36K | 0.00% | +4+50.0% | Added |
| Avion Wealth | 16 | $10.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 14 | $10.0K | 0.00% | +14 | New |
| Atlantic Trust, LLC | 15 | $10.2K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 15 | $10.2K | 0.00% | +15 | New |
| ZRC Wealth Management, LLC | 16 | $10.9K | 0.00% | −1−5.9% | Reduced |
| Richardson Financial Services Inc. | 17 | $11.6K | 0.01% | −5−22.7% | Reduced |
| Meeder Asset Management Inc | 17 | $11.6K | 0.00% | −6−26.1% | Reduced |
| Brown, Lisle/Cummings, Inc. | 17 | $11.6K | 0.00% | +17 | New |
| Central Trust Co | 18 | $12.3K | 0.00% | +17+1,700.0% | Added |
| Strategic Wealth Partners, Ltd. | 19 | $12.9K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $12.9K | 0.00% | +1+5.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 20 | $13.6K | 0.00% | −4−16.7% | Reduced |
| IAG Wealth Partners, LLC | 20 | $13.6K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 20 | $13.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 20 | $13.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 22 | $15.0K | 0.00% | 00.0% | Unchanged |
| TIAA Wealth Investment Management LLC | 23 | $15.7K | 0.00% | +23 | New |
| Robinswood Financial LLC | 24 | $16.3K | 0.01% | 00.0% | Unchanged |
| Vision Retirement, LLC | 24 | $16.5K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 25 | $17.0K | 0.00% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 25 | $17.0K | 0.00% | +25 | New |
| Financial Network Wealth Advisors LLC | 27 | $18.4K | 0.02% | −2−6.9% | Reduced |
| JPL Wealth Management, LLC | 28 | $19.1K | 0.00% | +28 | New |
| Covestor Ltd | 29 | $20.0K | 0.01% | −18−38.3% | Reduced |
| Stone House Investment Management, LLC | 30 | $20.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 30 | $20.4K | 0.00% | +2+7.1% | Added |
| Contravisory Investment Management, Inc. | 32 | $21.8K | 0.00% | −29−47.5% | Reduced |
| Minot DeBlois Advisors LLC | 32 | $21.8K | 0.02% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 32 | $21.8K | 0.00% | +32 | New |
| Wellington Grp LLC | 34 | $23.2K | 0.01% | −5−12.8% | Reduced |
| Farmers & Merchants Investments Inc | 34 | $23.2K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $23.2K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 32 | $24.2K | 0.01% | +32 | New |
| Activest Wealth Management | 36 | $24.5K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 42 | $28.6K | 0.00% | −40−48.8% | Reduced |
| Zions Bancorporation, National Association | 44 | $30.0K | 0.00% | +11+33.3% | Added |
| Bullock Wealth Management Group | 45 | $31.4K | 0.02% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 48 | $32.7K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 48 | $32.7K | 0.01% | +19+65.5% | Added |
| Wealth Preservation Advisors, LLC | 48 | $32.7K | 0.03% | +48 | New |
| Graney & King, LLC | 50 | $34.1K | 0.02% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 53 | $36.1K | 0.01% | +53 | New |
| Fortitude Family Office, LLC | 56 | $38.1K | 0.01% | +17+43.6% | Added |
| JFS Wealth Advisors, LLC | 58 | $39.5K | 0.00% | +1+1.8% | Added |