| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 0 | $8 | 0.00% | −16−100.0% | Reduced |
| Ancora Advisors, LLC | 0 | $98 | 0.00% | −664−100.0% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 0 | $113 | 0.00% | 0 | New |
| Clark Wealth Partners | 1 | $256 | 0.00% | −9−90.0% | Reduced |
| WestEnd Advisors, LLC | 1 | $256 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $256 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $256 | 0.00% | +1 | New |
| Game Plan Financial Advisors, LLC | 1 | $256 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $256 | 0.00% | +1 | New |
| Trifecta Capital Advisors, LLC | 1 | $256 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $256 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 2 | $512 | 0.00% | −1−33.3% | Reduced |
| Aventura Private Wealth, LLC | 2 | $512 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 2 | $512 | 0.00% | +1+100.0% | Added |
| Morton Brown Family Wealth, LLC | 2 | $512 | 0.00% | +2 | New |
| Strengthening Families & Communities, LLC | 2 | $512 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $512 | 0.00% | +2 | New |
| Activest Wealth Management | 3 | $768 | 0.00% | −67−95.7% | Reduced |
| Seneschal Advisors, LLC | 3 | $768 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $768 | 0.00% | +3 | New |
| Ameriflex Group, Inc. | 3 | $768 | 0.00% | +3 | New |
| Wealth Enhancement Trust Services, Inc. | 3 | $768 | 0.00% | +3 | New |
| Marquette Asset Management, LLC | 4 | $1.02K | 0.00% | −6−60.0% | Reduced |
| Phillip James Consulting Co. | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 4 | $1.02K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $1.28K | 0.00% | −1−16.7% | Reduced |
| Murphy & Mullick Capital Management Corp | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 5 | $1.28K | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 5 | $1.28K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $1.32K | 0.00% | +2+66.7% | Added |
| Washington Trust Advisors, Inc. | 6 | $1.53K | 0.00% | +2+50.0% | Added |
| PlanVest Financial, Inc | 6 | $1.55K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 7 | $1.66K | 0.00% | −36−83.7% | Reduced |
| Basepoint Wealth LLC | 7 | $1.81K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 9 | $2.00K | 0.00% | +2+28.6% | Added |
| Abound Wealth Management | 8 | $2.10K | 0.00% | −12−60.0% | Reduced |
| Rialto Wealth Management, LLC | 9 | $2.30K | 0.00% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 9 | $2.30K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 9 | $2.30K | 0.00% | +9 | New |
| JPL Wealth Management, LLC | 9 | $2.30K | 0.00% | +6+200.0% | Added |
| Aspect Partners, LLC | 10 | $2.56K | 0.00% | −9−47.4% | Reduced |
| Valley National Advisers Inc | 10 | $2.56K | 0.00% | −4−28.6% | Reduced |
| High Note Wealth, LLC | 10 | $2.56K | 0.00% | −2−16.7% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $2.56K | 0.00% | +1+11.1% | Added |
| HFM Investment Advisors, LLC | 10 | $2.56K | 0.00% | +5+100.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $2.62K | 0.00% | +9+900.0% | Added |
| NBT Bank N A | 11 | $2.81K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 11 | $2.81K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 11 | $2.81K | 0.00% | +3+37.5% | Added |
| Creative Capital Management Investments LLC | 11 | $2.81K | 0.00% | +11 | New |
| MJT & Associates Financial Advisory Group, Inc. | 11 | $2.81K | 0.00% | +11 | New |
| Capital Advisors, Ltd. LLC | 13 | $3.00K | 0.00% | −1−7.1% | Reduced |
| UMA Financial Services, Inc. | 12 | $3.07K | 0.00% | −12−50.0% | Reduced |
| Johnson Financial Group, Inc. | 12 | $3.07K | 0.00% | −10−45.5% | Reduced |
| Strive Financial Group ,LLC | 12 | $3.07K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 13 | $3.33K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 13 | $3.33K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 13 | $3.33K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $3.46K | 0.00% | +1+8.3% | Added |
| Brown, Lisle/Cummings, Inc. | 14 | $3.58K | 0.00% | −1−6.7% | Reduced |
| Dogwood Wealth Management LLC | 14 | $3.58K | 0.00% | +2+16.7% | Added |
| IFG Advisory, LLC | 14 | $3.58K | 0.00% | +14 | New |
| Cedar Mountain Advisors, LLC | 15 | $3.84K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 16 | $4.09K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 18 | $4.61K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 18 | $4.61K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 19 | $4.86K | 0.00% | 00.0% | Unchanged |
| Hamrick Investment Counsel, llc | 19 | $4.86K | 0.00% | +19 | New |
| Coston, McIsaac & Partners | 23 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 19 | $5.03K | 0.00% | 00.0% | Unchanged |
| Compass Financial Management LLC | 18 | $5.06K | 0.00% | +18 | New |
| South State Corp. | 20 | $5.12K | 0.00% | −9−31.0% | Reduced |
| Colonial Trust Advisors | 20 | $5.12K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 20 | $5.12K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 20 | $5.18K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 21 | $5.37K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $5.37K | 0.00% | +2+10.5% | Added |
| Decker Retirement Planning Inc. | 21 | $5.37K | 0.00% | +21 | New |
| Bear Mountain Capital, Inc. | 21 | $5.59K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 22 | $5.63K | 0.00% | +3+15.8% | Added |
| Copia Wealth Management | 23 | $5.88K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 27 | $6.00K | 0.00% | −1−3.6% | Reduced |
| Avion Wealth | 27 | $6.00K | 0.00% | +6+28.6% | Added |
| Cherry Tree Wealth Management, LLC | 24 | $6.14K | 0.00% | −20−45.5% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 24 | $6.14K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 25 | $6.40K | 0.00% | −1−3.8% | Reduced |
| Creative Financial Designs Inc | 25 | $6.40K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 25 | $6.40K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 25 | $6.40K | 0.00% | +9+56.3% | Added |
| Continuum Advisory, LLC | 25 | $6.40K | 0.00% | +25 | New |
| Clear Street Markets LLC | 26 | $6.65K | 0.00% | +7+36.8% | Added |