| Pin Oak Investment Advisors Inc | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +3+150.0% | Added |
| Cheviot Value Management, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $23 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $23 | 0.00% | +1 | New |
| Global Wealth Strategies & Associates | 2 | $46 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $69 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $70 | 0.00% | +3 | New |
| Stone House Investment Management, LLC | 4 | $92 | 0.00% | −35−89.7% | Reduced |
| Seneschal Advisors, LLC | 4 | $93 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 4 | $93 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 4 | $97 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 4 | $101 | 0.00% | +4 | New |
| MV Capital Management, Inc. | 5 | $116 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 6 | $138 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 6 | $138 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 6 | $139 | 0.00% | +6 | New |
| Financial Management Professionals, Inc. | 7 | $161 | 0.00% | +7 | New |
| Toth Financial Advisory Corp | 7 | $162 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $162 | 0.00% | +7 | New |
| Davis Capital Management | 8 | $184 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 8 | $184 | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 8 | $185 | 0.00% | +8 | New |
| Breakwater Investment Management | 8 | $185 | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 10 | $230 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $230 | 0.00% | +10 | New |
| TopTier Wealth Management, LLC | 10 | $230 | 0.00% | +10 | New |
| Hoey Investments, Inc | 10 | $231 | 0.00% | +10 | New |
| Bartlett & Co. Wealth Management LLC | 10 | $238 | 0.00% | +6+150.0% | Added |
| Bay Harbor Wealth Management, LLC | 11 | $253 | 0.00% | +9+450.0% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $254 | 0.00% | +11 | New |
| Adirondack Trust Co | 12 | $276 | 0.00% | 00.0% | Unchanged |
| Lam Group, Inc. | 12 | $276 | 0.00% | +12 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $279 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $300 | 0.00% | +13 | New |
| TFC Financial Management | 16 | $369 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $369 | 0.00% | +4+33.3% | Added |
| Caldwell Sutter Capital, Inc. | 18 | $415 | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 20 | $461 | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 20 | $461 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 20 | $461 | 0.00% | 00.0% | Unchanged |
| EFG International AG | 22 | $507 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $530 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 23 | $530 | 0.00% | +23 | New |
| Financial Consulate, Inc | 24 | $553 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 25 | $576 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $576 | 0.00% | +1+4.2% | Added |
| Clarity Asset Management, Inc. | 25 | $576 | 0.00% | +25 | New |
| Hurley Capital, LLC | 33 | $760 | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 33 | $760 | 0.00% | +25+312.5% | Added |
| Walsh & Associates, LLC | 39 | $898 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 48 | $1.11K | 0.00% | +31+182.4% | Added |
| HM Payson & Co | 50 | $1.15K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 53 | $1.22K | 0.00% | +5+10.4% | Added |
| Atlantic Trust, LLC | 53 | $1.22K | 0.00% | +31+140.9% | Added |
| Assetmark, Inc | 56 | $1.30K | 0.00% | −8−12.5% | Reduced |
| Bruce G. Allen Investments, LLC | 60 | $1.38K | 0.00% | 00.0% | Unchanged |
| Keystone Financial Group, Inc. | 60 | $1.38K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 66 | $1.54K | 0.00% | +55+500.0% | Added |
| Fortitude Family Office, LLC | 72 | $1.66K | 0.00% | +72 | New |
| Barrett & Company, Inc. | 80 | $1.84K | 0.00% | 00.0% | Unchanged |
| City State Bank | 80 | $1.84K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 80 | $1.84K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 81 | $1.87K | 0.00% | +35+76.1% | Added |
| Rossby Financial, LCC | 94 | $2.14K | 0.00% | +30+46.9% | Added |
| Private Wealth Management Group, LLC | 93 | $2.14K | 0.00% | −2−2.1% | Reduced |
| Clayton Financial Group LLC | 100 | $2.30K | 0.00% | +100 | New |
| Huntington National Bank | 109 | $2.51K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 115 | $2.65K | 0.00% | −20−14.8% | Reduced |
| Brown Brothers Harriman & Co | 120 | $2.77K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 120 | $2.77K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 120 | $2.77K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 122 | $2.81K | 0.00% | +122 | New |
| Equitec Proprietary Markets, LLC | 125 | $2.88K | 0.01% | −6,100−98.0% | Reduced |
| CVA Family Office, LLC | 126 | $2.90K | 0.00% | +122+3,050.0% | Added |
| SRS Capital Advisors, Inc. | 131 | $3.02K | 0.00% | +121+1,210.0% | Added |
| American Capital Advisory, LLC | 134 | $3.09K | 0.00% | 00.0% | Unchanged |
| Banque Transatlantique SA | 145 | $3.34K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 150 | $3.41K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 153 | $3.53K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 156 | $3.60K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 157 | $3.62K | 0.00% | +8+5.4% | Added |
| Armstrong Advisory Group, Inc | 160 | $3.69K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 183 | $4.22K | 0.00% | +153+510.0% | Added |
| Cedar Mountain Advisors, LLC | 187 | $4.31K | 0.00% | +187 | New |
| Atlantic Union Bankshares Corp | 189 | $4.36K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 194 | $4.47K | 0.00% | +83+74.8% | Added |
| Basecamp Wealth Advisors LLC | 196 | $4.52K | 0.00% | −12−5.8% | Reduced |
| Geneos Wealth Management Inc. | 200 | $4.61K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 208 | $4.79K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 228 | $5.00K | 0.00% | −188−45.2% | Reduced |
| Rockefeller Capital Management L.P. | 226 | $5.21K | 0.00% | −2,038−90.0% | Reduced |
| Parallel Advisors, LLC | 236 | $5.44K | 0.00% | −19−7.5% | Reduced |
| Harbour Investments, Inc. | 240 | $5.53K | 0.00% | +3+1.3% | Added |
| Brandywine Financial Group | 250 | $5.76K | 0.00% | +250 | New |
| Meeder Asset Management Inc | 274 | $6.31K | 0.00% | +172+168.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 278 | $6.41K | 0.00% | −3,015−91.6% | Reduced |
| Rothschild Investment LLC | 287 | $6.61K | 0.00% | +260+963.0% | Added |
| Danske Bank A/S | 300 | $6.91K | 0.00% | −2,900−90.6% | Reduced |