| Navigoe, LLC | 9 | $0 | 0.00% | +9 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $22 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $24 | 0.00% | +1 | New |
| Synergy Investment Management, LLC | 1 | $25 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 2 | $49 | 0.00% | +2 | New |
| Private Wealth Management Group, LLC | 3 | $74 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 4 | $98 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 4 | $98 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 5 | $121 | 0.00% | +5 | New |
| Bartlett & Co. Wealth Management LLC | 6 | $147 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $147 | 0.00% | +4+200.0% | Added |
| Atlantic Union Bankshares Corp | 7 | $172 | 0.00% | −6−46.2% | Reduced |
| Compass Financial Management LLC | 10 | $245 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 12 | $301 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 14 | $342 | 0.00% | +14 | New |
| Trust Co | 15 | $367 | 0.00% | −878−98.3% | Reduced |
| Activest Wealth Management | 16 | $391 | 0.00% | +16 | New |
| Cornerstone Planning Group LLC | 15 | $414 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 19 | $465 | 0.00% | −1−5.0% | Reduced |
| Cromwell Holdings LLC | 19 | $465 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 20 | $489 | 0.00% | +20 | New |
| Hoey Investments, Inc | 20 | $490 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 21 | $514 | 0.00% | +21 | New |
| Caitong International Asset Management Co., Ltd | 24 | $587 | 0.00% | +24 | New |
| HFM Investment Advisors, LLC | 24 | $588 | 0.00% | +20+500.0% | Added |
| Breakwater Investment Management | 25 | $612 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 25 | $612 | 0.00% | +25 | New |
| Atlantic Trust, LLC | 28 | $685 | 0.00% | +28 | New |
| AdvisorNet Financial, Inc | 29 | $709 | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 30 | $734 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 30 | $734 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 32 | $781 | 0.00% | +21+190.9% | Added |
| Bay Harbor Wealth Management, LLC | 32 | $783 | 0.00% | −3−8.6% | Reduced |
| Thompson Investment Management, Inc. | 33 | $807 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 33 | $808 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $832 | 0.00% | +23+209.1% | Added |
| Grove Bank & Trust | 35 | $856 | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 37 | $905 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 38 | $929 | 0.00% | −424−91.8% | Reduced |
| Arlington Trust Co LLC | 39 | $954 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $978 | 0.00% | −300−88.2% | Reduced |
| Nalls Sherbakoff Group, LLC | 40 | $978 | 0.00% | 00.0% | Unchanged |
| City State Bank | 40 | $978 | 0.00% | 00.0% | Unchanged |
| NBH Bank | 40 | $978 | 0.00% | +40 | New |
| RMG Wealth Management LLC | 38 | $987 | 0.00% | +38 | New |
| Boyd Watterson Asset Management LLC | 42 | $1.03K | 0.00% | −79−65.3% | Reduced |
| Bellevue Asset Management, LLC | 46 | $1.13K | 0.00% | +46 | New |
| LRI Investments, LLC | 50 | $1.22K | 0.00% | +8+19.0% | Added |
| Glass Jacobson Investment Advisors llc | 50 | $1.22K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 53 | $1.30K | 0.00% | +53 | New |
| Kilter Group LLC | 57 | $1.40K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 69 | $1.64K | 0.00% | +69 | New |
| Ares Financial Consulting, LLC | 68 | $1.66K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 69 | $1.69K | 0.00% | +43+165.4% | Added |
| Institute for Wealth Management, LLC. | 75 | $1.83K | 0.00% | +75 | New |
| St. Johns Investment Management Company, LLC | 80 | $1.96K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 101 | $2.00K | 0.00% | −1,484−93.6% | Reduced |
| Nvest Wealth Strategies, Inc. | 90 | $2.20K | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 93 | $2.28K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 99 | $2.42K | 0.00% | +68+219.4% | Added |
| Mosley Wealth Management | 100 | $2.45K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $2.45K | 0.00% | 00.0% | Unchanged |
| Sfam, LLC | 100 | $2.45K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 100 | $2.45K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 105 | $2.57K | 0.00% | −15−12.5% | Reduced |
| Farmers & Merchants Investments Inc | 105 | $2.57K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 105 | $2.57K | 0.00% | +105 | New |
| Manchester Capital Management LLC | 109 | $2.67K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 124 | $3.03K | 0.00% | +30+31.9% | Added |
| Fortitude Family Office, LLC | 127 | $3.11K | 0.00% | +32+33.7% | Added |
| Highland Investment Advisors LLC | 138 | $3.39K | 0.00% | +138 | New |
| Adkins Seale Capital Management LLC | 142 | $3.47K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 144 | $3.52K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 147 | $3.60K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 150 | $3.67K | 0.00% | +150 | New |
| Bell Investment Advisors, Inc | 155 | $3.79K | 0.00% | +19+14.0% | Added |
| Global Trust Asset Management, LLC | 166 | $4.06K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 200 | $4.10K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 173 | $4.23K | 0.00% | −131−43.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 178 | $4.35K | 0.00% | +12+7.2% | Added |
| Richardson Capital Management LLC | 185 | $4.52K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 190 | $4.65K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 197 | $4.82K | 0.00% | +23+13.2% | Added |
| Community Bank, N.A. | 200 | $4.89K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $4.89K | 0.00% | −600−75.0% | Reduced |
| Barrett & Company, Inc. | 200 | $4.89K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $4.89K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 200 | $4.89K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 220 | $5.38K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 223 | $5.46K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 229 | $5.60K | 0.00% | +2+0.9% | Added |
| Private Trust Co NA | 230 | $5.63K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 244 | $5.98K | 0.00% | +1+0.4% | Added |
| Strategic Wealth Advisors LLC | 334 | $6.00K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 248 | $6.07K | 0.00% | +42+20.4% | Added |
| Fedenia Advisers LLC | 250 | $6.12K | 0.00% | +250 | New |
| Massmutual Trust Co FSB | 251 | $6.14K | 0.00% | −49−16.3% | Reduced |
| JFS Wealth Advisors, LLC | 269 | $6.58K | 0.00% | +20+8.0% | Added |
| Transamerica Financial Advisors, Inc. | 272 | $6.65K | 0.00% | +215+377.2% | Added |
| Stone House Investment Management, LLC | 272 | $6.65K | 0.00% | +272 | New |