| Abound Wealth Management | 0 | $265 | 0.00% | 0 | Unchanged |
| DecisionPoint Financial, LLC | 1 | $548 | 0.00% | +1 | New |
| Principia Wealth Advisory, LLC | 1 | $562 | 0.00% | 00.0% | Unchanged |
| Motco | 1 | $562 | 0.00% | +1 | New |
| NVWM, LLC | 1 | $562 | 0.00% | +1 | New |
| Downshift Financial, LLC | 1 | $562 | 0.00% | +1 | New |
| 1015 Capital Partners, LLC | 1 | $562 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $563 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 1 | $563 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 2 | $1.00K | 0.00% | +2 | New |
| PEAK6 LLC | 2 | $1.11K | 0.00% | −1−33.3% | Reduced |
| Ancora Advisors, LLC | 2 | $1.12K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 2 | $1.12K | 0.00% | 00.0% | Unchanged |
| Trust Co | 2 | $1.12K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $1.12K | 0.00% | +1+100.0% | Added |
| Horizon Financial Services, LLC | 2 | $1.12K | 0.00% | +2 | New |
| United Community Bank | 2 | $1.12K | 0.00% | +2 | New |
| West Paces Advisors Inc. | 2 | $1.12K | 0.00% | +2 | New |
| South State Corp. | 2 | $1.13K | 0.00% | −1−33.3% | Reduced |
| MV Capital Management, Inc. | 2 | $1.13K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 3 | $1.51K | 0.00% | +3 | New |
| Globeflex Capital L P | 4 | $2.25K | 0.00% | −360−98.9% | Reduced |
| Horrell Capital Management, Inc. | 4 | $2.25K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 4 | $2.25K | 0.00% | +4 | New |
| Chilton Capital Management LLC | 4 | $2.25K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $2.25K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5 | $2.81K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 5 | $2.81K | 0.00% | +5 | New |
| JPL Wealth Management, LLC | 5 | $2.81K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 5 | $2.81K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $3.00K | 0.00% | +1+16.7% | Added |
| Raffa Wealth Management, LLC | 6 | $3.37K | 0.00% | +1+20.0% | Added |
| Cornerstone Financial Management LLC | 6 | $3.37K | 0.00% | +1+20.0% | Added |
| Comprehensive Financial Planning, Inc. | 6 | $3.37K | 0.00% | +6 | New |
| Westfuller Advisors, LLC | 7 | $3.65K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 7 | $3.70K | 0.00% | +7 | New |
| MJT & Associates Financial Advisory Group, Inc. | 7 | $3.94K | 0.00% | −2−22.2% | Reduced |
| North Star Investment Management Corp. | 7 | $3.94K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 7 | $3.94K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $3.94K | 0.00% | +1+16.7% | Added |
| Accent Capital Management, LLC | 7 | $3.94K | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 8 | $4.50K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8 | $4.50K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 8 | $4.50K | 0.00% | +1+14.3% | Added |
| Hughes Financial Services, LLC | 8 | $4.50K | 0.00% | +2+33.3% | Added |
| IMA Wealth, Inc. | 8 | $4.50K | 0.00% | +3+60.0% | Added |
| HFM Investment Advisors, LLC | 8 | $4.50K | 0.00% | +5+166.7% | Added |
| Cromwell Holdings LLC | 8 | $4.50K | 0.00% | +8 | New |
| Vision Retirement, LLC | 8 | $4.50K | 0.00% | +8 | New |
| WealthCollab, LLC | 9 | $5.06K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 9 | $5.06K | 0.00% | +2+28.6% | Added |
| Clearstead Advisors, LLC | 9 | $5.06K | 0.00% | +2+28.6% | Added |
| Buck Wealth Strategies, LLC | 9 | $5.06K | 0.00% | +9 | New |
| Park Square Financial Group, LLC | 10 | $5.62K | 0.05% | −4−28.6% | Reduced |
| Marquette Asset Management, LLC | 10 | $5.62K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $5.62K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 10 | $5.62K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $5.62K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 10 | $5.62K | 0.00% | +10 | New |
| Smithfield Trust Co | 10 | $6.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $6.18K | 0.00% | +2+22.2% | Added |
| United Financial Planning Group LLC | 11 | $6.18K | 0.00% | +11 | New |
| High Note Wealth, LLC | 12 | $6.75K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $6.75K | 0.00% | +1+9.1% | Added |
| Cape Investment Advisory, Inc. | 12 | $6.75K | 0.00% | +12 | New |
| Brown, Lisle/Cummings, Inc. | 13 | $7.31K | 0.00% | −5−27.8% | Reduced |
| True Wealth Design, LLC | 13 | $7.31K | 0.00% | −5−27.8% | Reduced |
| Sachetta, LLC | 14 | $7.87K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 15 | $8.43K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 16 | $8.99K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $9.25K | 0.00% | −10−35.7% | Reduced |
| Pier Capital, LLC | 17 | $9.55K | 0.00% | −13,408−99.9% | Reduced |
| Colonial Trust Advisors | 17 | $9.55K | 0.00% | +17 | New |
| Private Wealth Management Group, LLC | 18 | $10.1K | 0.00% | −1−5.3% | Reduced |
| TD Waterhouse Canada Inc. | 20 | $11.0K | 0.00% | −10,575−99.8% | Reduced |
| Bare Financial Services, Inc | 20 | $11.2K | 0.00% | +11+122.2% | Added |
| Geneos Wealth Management Inc. | 22 | $12.4K | 0.00% | +2+10.0% | Added |
| WPG Advisers, LLC | 23 | $12.9K | 0.01% | −7−23.3% | Reduced |
| USA Financial Formulas | 23 | $12.9K | 0.00% | +23 | New |
| Blue Bell Private Wealth Management, LLC | 24 | $13.5K | 0.00% | +3+14.3% | Added |
| Chung Wu Investment Group, LLC | 25 | $14.1K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 25 | $14.1K | 0.00% | +14+127.3% | Added |
| J.Safra Asset Management Corp | 28 | $15.7K | 0.00% | +2+7.7% | Added |
| Salomon & Ludwin, LLC | 29 | $15.9K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 30 | $16.9K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $16.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 31 | $17.4K | 0.00% | −2−6.1% | Reduced |
| Basecamp Wealth Advisors LLC | 31 | $17.4K | 0.00% | +1+3.3% | Added |
| Wellington-Altus USA Inc. | 35 | $18.3K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 34 | $19.1K | 0.00% | −57−62.6% | Reduced |
| Cedar Mountain Advisors, LLC | 34 | $19.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $19.1K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 34 | $19.1K | 0.00% | +2+6.3% | Added |
| Keating Financial Advisory Services, Inc. | 34 | $19.1K | 0.00% | +7+25.9% | Added |
| FWL Investment Management, LLC | 35 | $19.7K | 0.00% | +35 | New |
| Atlantic Union Bankshares Corp | 37 | $20.8K | 0.00% | +37 | New |
| Evolution Wealth Management Inc. | 38 | $21.4K | 0.01% | −502−93.0% | Reduced |
| Bogart Wealth, LLC | 39 | $21.9K | 0.00% | +30+333.3% | Added |
| Clark Wealth Partners | 39 | $21.9K | 0.01% | 00.0% | Unchanged |