| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| First Personal Financial Services | 1 | $74 | 0.00% | +1 | New |
| Semmax Financial Advisors Inc. | 2 | $132 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 3 | $210 | 0.00% | −1−25.0% | Reduced |
| REAP Financial Group, LLC | 4 | $295 | 0.00% | −13−76.5% | Reduced |
| Chesapeake Asset Management LLC | 5 | $369 | 0.00% | +5 | New |
| Robbins Farley LLC | 5 | $370 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6 | $443 | 0.00% | −100−94.3% | Reduced |
| WestEnd Advisors, LLC | 6 | $443 | 0.00% | +1+20.0% | Added |
| ClariVest Asset Management LLC | 7 | $446 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $517 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 8 | $591 | 0.00% | −11,856−99.9% | Reduced |
| Insight Financial Services | 10 | $738 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 10 | $739 | 0.00% | +10 | New |
| Core Alternative Capital | 12 | $886 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 15 | $1.11K | 0.00% | +15 | New |
| MCF Advisors LLC | 17 | $1.26K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 19 | $1.40K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 20 | $1.48K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 22 | $1.63K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $1.70K | 0.00% | −6−20.7% | Reduced |
| Strengthening Families & Communities, LLC | 26 | $1.92K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 26 | $1.92K | 0.00% | +2+8.3% | Added |
| SWAN Capital LLC | 30 | $2.22K | 0.00% | −46−60.5% | Reduced |
| William B. Walkup & Associates, Inc. | 31 | $2.29K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 37 | $2.73K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 38 | $2.81K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 50 | $3.69K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $3.69K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 55 | $4.06K | 0.00% | +2+3.8% | Added |
| Red Tortoise LLC | 57 | $4.21K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 58 | $4.28K | 0.01% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 59 | $4.36K | 0.00% | +59 | New |
| American Capital Advisory, LLC | 61 | $4.50K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 62 | $4.58K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 64 | $4.72K | 0.02% | +64 | New |
| First Command Advisory Services, Inc. | 66 | $4.87K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 66 | $4.88K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 70 | $5.14K | 0.00% | +70 | New |
| PFG Private Wealth Management, LLC | 71 | $5.24K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 72 | $5.32K | 0.00% | −328−82.0% | Reduced |
| Raffa Wealth Management, LLC | 73 | $5.39K | 0.00% | −128−63.7% | Reduced |
| Abound Wealth Management | 79 | $5.84K | 0.00% | −8−9.2% | Reduced |
| Financial Management Professionals, Inc. | 87 | $6.00K | 0.00% | −12−12.1% | Reduced |
| West Branch Capital LLC | 84 | $6.20K | 0.00% | +3+3.7% | Added |
| Kozak & Associates, Inc. | 89 | $6.30K | 0.00% | +1+1.1% | Added |
| Uncommon Cents Investing LLC | 90 | $6.65K | 0.00% | +90 | New |
| Private Wealth Management Group, LLC | 90 | $6.65K | 0.00% | +60+200.0% | Added |
| Costello Asset Management, INC | 92 | $6.79K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $7.00K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 97 | $7.16K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 106 | $7.20K | 0.00% | +4+3.9% | Added |
| Rakuten Securities, Inc. | 99 | $7.31K | 0.00% | −579−85.4% | Reduced |
| Avion Wealth | 112 | $8.00K | 0.00% | +15+15.5% | Added |
| Tanglewood Legacy Advisors, LLC | 110 | $8.12K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 110 | $8.12K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 120 | $8.86K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 123 | $9.10K | 0.00% | +65+112.1% | Added |
| Carolina Wealth Advisors, LLC | 126 | $9.30K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 127 | $9.38K | 0.00% | −144−53.1% | Reduced |
| Pittenger & Anderson Inc | 129 | $9.53K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 132 | $9.75K | 0.00% | −231−63.6% | Reduced |
| AllSquare Wealth Management LLC | 135 | $9.97K | 0.01% | −838−86.1% | Reduced |
| Meeder Asset Management Inc | 141 | $10.4K | 0.00% | −2−1.4% | Reduced |
| Iron Horse Wealth Management, LLC | 142 | $10.5K | 0.00% | +55+63.2% | Added |
| McMahon Financial Advisors, LLC | 143 | $10.6K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 148 | $11.0K | 0.00% | −196−57.0% | Reduced |
| Pin Oak Investment Advisors Inc | 160 | $11.0K | 0.01% | −160−50.0% | Reduced |
| SOA Wealth Advisors, LLC. | 154 | $11.4K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 159 | $11.7K | 0.00% | +114+253.3% | Added |
| Westside Investment Management, Inc. | 170 | $11.9K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 163 | $12.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 173 | $12.8K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 195 | $13.0K | 0.00% | +195 | New |
| New England Capital Financial Advisors LLC | 178 | $13.1K | 0.01% | +2+1.1% | Added |
| West Paces Advisors Inc. | 183 | $13.5K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 183 | $13.5K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 187 | $13.8K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 194 | $14.3K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 200 | $14.8K | 0.01% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 200 | $14.8K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 200 | $14.8K | 0.01% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 200 | $14.8K | 0.01% | +200 | New |
| Legacy Investment Solutions, LLC | 228 | $14.9K | 0.01% | +228 | New |
| Legacy Wealth Managment, LLC | 228 | $14.9K | 0.01% | +228 | New |
| Cedar Mountain Advisors, LLC | 204 | $15.1K | 0.00% | −66−24.4% | Reduced |
| Front Row Advisors LLC | 220 | $16.2K | 0.01% | −2,447−91.8% | Reduced |
| GoalVest Advisory LLC | 225 | $16.6K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 226 | $16.7K | 0.01% | +226 | New |
| Kennebec Savings Bank | 227 | $16.8K | 0.02% | +227 | New |
| Fortis Group Advisors, LLC | 229 | $16.9K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 244 | $18.0K | 0.01% | −1−0.4% | Reduced |
| BFSG, LLC | 250 | $18.5K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 253 | $18.7K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 261 | $19.0K | 0.00% | −106−28.9% | Reduced |
| Addison Advisors LLC | 264 | $19.5K | 0.01% | +50+23.4% | Added |
| NVWM, LLC | 272 | $20.1K | 0.01% | +18+7.1% | Added |
| Pflug Koory, LLC | 289 | $21.3K | 0.01% | +289 | New |