| TFC Financial Management | 1 | $650 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $650 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $650 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 1 | $650 | 0.00% | +1 | New |
| Davis Capital Management | 1 | $650 | 0.00% | +1 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1 | $650 | 0.00% | +1 | New |
| Caitlin John, LLC | 1 | $650 | 0.00% | +1 | New |
| Seneschal Advisors, LLC | 1 | $650 | 0.00% | +1 | New |
| Kilter Group LLC | 1 | $650 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $660 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 2 | $1.30K | 0.00% | 00.0% | Unchanged |
| Onefund, LLC | 2 | $1.30K | 0.00% | +2 | New |
| North Capital, Inc. | 2 | $1.30K | 0.00% | +2 | New |
| HHM Wealth Advisors, LLC | 2 | $1.30K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 2 | $1.30K | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 3 | $1.95K | 0.00% | +3 | New |
| Anfield Capital Management, LLC | 3 | $1.95K | 0.00% | +3 | New |
| Aspect Partners, LLC | 3 | $1.95K | 0.00% | +3 | New |
| Picton Mahoney Asset Management | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $2.60K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 4 | $2.60K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $2.60K | 0.00% | +1+33.3% | Added |
| Rossby Financial, LCC | 4 | $2.62K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 5 | $3.25K | 0.00% | +3+150.0% | Added |
| Painted Porch Advisors LLC | 5 | $3.25K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 5 | $3.25K | 0.00% | +5 | New |
| Cedar Mountain Advisors, LLC | 5 | $3.25K | 0.00% | +5 | New |
| Hughes Financial Services, LLC | 5 | $3.28K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6 | $3.90K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 6 | $3.90K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 6 | $3.90K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $3.90K | 0.00% | +1+20.0% | Added |
| Valley National Advisers Inc | 7 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 7 | $4.55K | 0.00% | +7 | New |
| Westfuller Advisors, LLC | 7 | $4.56K | 0.00% | +7 | New |
| Avion Wealth | 9 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 9 | $5.00K | 0.00% | +9 | New |
| Meeder Asset Management Inc | 8 | $5.20K | 0.00% | −1,802−99.6% | Reduced |
| Grove Bank & Trust | 8 | $5.20K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 8 | $5.20K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8 | $5.20K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 8 | $5.20K | 0.00% | +8 | New |
| Cromwell Holdings LLC | 8 | $5.20K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 9 | $5.85K | 0.00% | +1+12.5% | Added |
| Howard Hughes Medical Institute | 9 | $5.85K | 0.00% | +9 | New |
| Groupe la Francaise | 10 | $6.50K | 0.00% | −88−89.8% | Reduced |
| Webster Bank, N. A. | 10 | $6.50K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 10 | $6.50K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 10 | $6.50K | 0.00% | +10 | New |
| Vermillion & White Wealth Management Group, LLC | 11 | $7.14K | 0.00% | −18−62.1% | Reduced |
| Raffa Wealth Management, LLC | 11 | $7.14K | 0.00% | +1+10.0% | Added |
| Atlantic Union Bankshares Corp | 11 | $7.15K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $8.06K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 13 | $8.44K | 0.00% | +1+8.3% | Added |
| Wealth Watch Advisors, INC | 13 | $8.44K | 0.00% | +13 | New |
| Abound Wealth Management | 13 | $8.45K | 0.00% | +13 | New |
| Truvestments Capital LLC | 15 | $9.74K | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 15 | $9.74K | 0.00% | −6−28.6% | Reduced |
| Sachetta, LLC | 15 | $9.74K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 15 | $9.82K | 0.00% | +15 | New |
| Moisand Fitzgerald Tamayo, LLC | 16 | $10.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 16 | $10.4K | 0.00% | +13+433.3% | Added |
| High Note Wealth, LLC | 17 | $11.0K | 0.00% | −1−5.6% | Reduced |
| Binnacle Investments Inc | 17 | $11.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 17 | $11.0K | 0.00% | +2+13.3% | Added |
| Investment Research & Advisory Group, Inc. | 13 | $11.0K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 19 | $12.3K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 19 | $12.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 20 | $13.0K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 20 | $13.0K | 0.00% | +4+25.0% | Added |
| JPL Wealth Management, LLC | 20 | $13.0K | 0.00% | +20 | New |
| Strategic Wealth Partners, Ltd. | 21 | $13.6K | 0.00% | −1−4.5% | Reduced |
| Accent Capital Management, LLC | 21 | $13.6K | 0.01% | +8+61.5% | Added |
| South State Corp. | 22 | $14.3K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 23 | $14.9K | 0.02% | +18+360.0% | Added |
| Armstrong Advisory Group, Inc | 23 | $14.9K | 0.00% | +23 | New |
| Atlantic Trust, LLC | 24 | $15.6K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 25 | $16.2K | 0.00% | +25 | New |
| Atwood & Palmer Inc | 25 | $16.2K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 25 | $16.2K | 0.01% | +3+13.6% | Added |
| Private Wealth Asset Management, LLC | 25 | $16.2K | 0.00% | +25 | New |
| Sound Income Strategies, LLC | 25 | $17.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $17.5K | 0.00% | −11−28.9% | Reduced |
| Bogart Wealth, LLC | 28 | $18.2K | 0.00% | +5+21.7% | Added |
| Financial Consulate, Inc | 28 | $18.2K | 0.00% | +28 | New |
| Keener Financial Planning LLC | 30 | $19.0K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 30 | $19.5K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 30 | $19.5K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 31 | $20.1K | 0.09% | −16−34.0% | Reduced |
| Richardson Financial Services Inc. | 32 | $20.8K | 0.01% | −17−34.7% | Reduced |
| Roble, Belko & Company, Inc | 33 | $21.0K | 0.00% | −96−74.4% | Reduced |
| T. Rowe Price Investment Management, Inc. | 31 | $21.0K | 0.00% | +31 | New |
| Prestige Wealth Management Group LLC | 35 | $22.7K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 35 | $22.7K | 0.00% | +35 | New |
| LRI Investments, LLC | 37 | $24.3K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 39 | $25.0K | 0.00% | −8−17.0% | Reduced |
| Toth Financial Advisory Corp | 40 | $26.0K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 41 | $26.6K | 0.01% | 00.0% | Unchanged |