| Bogart Wealth, LLC | 11 | $328 | 0.00% | −103−90.4% | Reduced |
| Stone House Investment Management, LLC | 12 | $358 | 0.00% | +12 | New |
| Golden State Wealth Management, LLC | 22 | $656 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 24 | $715 | 0.00% | +24 | New |
| Your Advocates Ltd., LLP | 30 | $894 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 31 | $923 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 33 | $984 | 0.00% | +33 | New |
| CX Institutional | 40 | $1.00K | 0.00% | +40 | New |
| Merited Wealth, LLC | 46 | $1.37K | 0.00% | +46 | New |
| Rachor Investment Advisory Services, LLC | 52 | $1.55K | 0.00% | +52 | New |
| Cranbrook Wealth Management, LLC | 53 | $1.58K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 54 | $1.61K | 0.00% | +54 | New |
| Hamrick Investment Counsel, llc | 60 | $1.79K | 0.00% | +60 | New |
| Rossby Financial, LCC | 63 | $1.88K | 0.00% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 83 | $2.00K | 0.00% | +83 | New |
| McGuire Capital Advisors Inc | 68 | $2.03K | 0.00% | +68 | New |
| Abound Wealth Management | 68 | $2.03K | 0.00% | +4+6.3% | Added |
| HM Payson & Co | 72 | $2.15K | 0.00% | +72 | New |
| Tompkins Financial Corp | 78 | $2.32K | 0.00% | +78 | New |
| Prestige Wealth Management Group LLC | 80 | $2.38K | 0.00% | −6−7.0% | Reduced |
| Ares Financial Consulting, LLC | 86 | $2.56K | 0.00% | +86 | New |
| Root Financial Partners, LLC | 92 | $2.74K | 0.00% | +60+187.5% | Added |
| Monetary Solutions, Ltd | 100 | $2.98K | 0.00% | +100 | New |
| Laurel Wealth Advisors LLC | 102 | $3.04K | 0.00% | +102 | New |
| Keating Financial Advisory Services, Inc. | 108 | $3.22K | 0.00% | +108 | New |
| Hallmark Capital Management Inc | 109 | $3.25K | 0.00% | +109 | New |
| Crewe Advisors LLC | 118 | $3.52K | 0.00% | +29+32.6% | Added |
| Bravera Wealth | 121 | $3.61K | 0.00% | +121 | New |
| Jackson, Grant Investment Advisers, Inc. | 125 | $3.73K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 125 | $3.73K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 125 | $3.73K | 0.00% | +125 | New |
| Versant Capital Management, Inc | 145 | $4.32K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 150 | $4.47K | 0.00% | +25+20.0% | Added |
| UMA Financial Services, Inc. | 158 | $4.71K | 0.00% | +126+393.8% | Added |
| Parkside Financial Bank & Trust | 162 | $4.83K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 176 | $5.25K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 189 | $5.63K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 193 | $5.75K | 0.00% | +193 | New |
| MidFirst Bank | 201 | $5.99K | 0.00% | +201 | New |
| Flagship Harbor Advisors, LLC | 211 | $6.29K | 0.00% | +211 | New |
| Cape Investment Advisory, Inc. | 216 | $6.44K | 0.00% | −1−0.5% | Reduced |
| Fortitude Family Office, LLC | 222 | $6.62K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 229 | $6.82K | 0.00% | +229 | New |
| Measured Wealth Private Client Group, LLC | 238 | $7.09K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 244 | $7.27K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 274 | $8.16K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 300 | $8.94K | 0.00% | −4,654−93.9% | Reduced |
| Acumen Wealth Advisors, LLC | 310 | $9.24K | 0.00% | +310 | New |
| United Financial Planning Group LLC | 329 | $9.80K | 0.01% | +329 | New |
| Center for Financial Planning, Inc. | 371 | $11.1K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 400 | $11.9K | 0.00% | 00.0% | Unchanged |
| DV Equities, LLC | 400 | $11.9K | 0.00% | +400 | New |
| Cornerstone Financial Management LLC | 406 | $12.1K | 0.01% | +406 | New |
| Raffa Wealth Management, LLC | 428 | $12.8K | 0.00% | +173+67.8% | Added |
| Bryn Mawr Trust Co | 445 | $13.3K | 0.00% | +445 | New |
| Wellington-Altus USA Inc. | 473 | $14.1K | 0.01% | +473 | New |
| Hood River Capital Management LLC | 480 | $14.3K | 0.00% | +480 | New |
| True Wealth Design, LLC | 514 | $15.3K | 0.00% | +275+115.1% | Added |
| Valued Wealth Advisors LLC | 528 | $15.7K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 550 | $16.4K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 550 | $16.4K | 0.01% | −25−4.3% | Reduced |
| AdvisorNet Financial, Inc | 634 | $18.9K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 637 | $19.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 713 | $21.2K | 0.00% | −318−30.8% | Reduced |
| ORG Wealth Partners, LLC | 717 | $21.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 735 | $21.9K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 758 | $22.6K | 0.00% | +758 | New |
| Highline Wealth Partners LLC | 807 | $24.0K | 0.01% | −42−4.9% | Reduced |
| Larson Financial Group LLC | 831 | $24.8K | 0.00% | +744+855.2% | Added |
| NBC Securities, Inc. | 874 | $26.0K | 0.00% | −5−0.6% | Reduced |
| Accent Capital Management, LLC | 886 | $26.4K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 992 | $29.6K | 0.00% | +262+35.9% | Added |
| Compagnie Lombard Odier SCmA | 1,000 | $29.8K | 0.00% | 00.0% | Unchanged |
| DV Trading LLC | 1,000 | $29.8K | 0.00% | +1,000 | New |
| Asset Dedication, LLC | 1,092 | $32.5K | 0.00% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 1,100 | $32.8K | 0.02% | +1,100 | New |
| CDKV Holdings LLC | 1,100 | $32.8K | 0.03% | +1,100 | New |
| Transamerica Financial Advisors, Inc. | 1,311 | $39.1K | 0.00% | +1,088+487.9% | Added |
| Atlas Capital Advisors LLC | 1,319 | $39.3K | 0.00% | +1,319 | New |
| Cornerstone Planning Group LLC | 1,332 | $39.4K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 1,366 | $40.7K | 0.00% | +59+4.5% | Added |
| Bruce G. Allen Investments, LLC | 1,466 | $43.7K | 0.03% | −98−6.3% | Reduced |
| LOM Asset Management Ltd | 1,600 | $47.7K | 0.01% | 00.0% | Unchanged |
| McMillan Office, Inc. | 1,650 | $49.2K | 0.01% | +1,650 | New |
| Entrust Financial LLC | 1,657 | $49.4K | 0.04% | +1,657 | New |
| Cullen/Frost Bankers, Inc. | 1,709 | $50.9K | 0.00% | +489+40.1% | Added |
| TSFG, LLC | 1,800 | $54.0K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,834 | $54.7K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,853 | $55.2K | 0.00% | −405−17.9% | Reduced |
| Rakuten Securities, Inc. | 2,077 | $61.9K | 0.02% | +694+50.2% | Added |
| Bell Investment Advisors, Inc | 2,093 | $62.4K | 0.01% | +824+64.9% | Added |
| Legal & General Group Plc | 2,137 | $63.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 2,273 | $67.7K | 0.00% | +41+1.8% | Added |
| Glen Eagle Advisors, LLC | 2,300 | $68.5K | 0.01% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 2,386 | $71.1K | 0.00% | +2,386 | New |
| Brown Brothers Harriman & Co | 2,432 | $72.5K | 0.00% | +594+32.3% | Added |
| Westside Investment Management, Inc. | 2,442 | $73.2K | 0.01% | +134+5.8% | Added |
| Murphy & Mullick Capital Management Corp | 2,530 | $75.4K | 0.05% | 00.0% | Unchanged |
| Allworth Financial LP | 2,595 | $77.3K | 0.00% | +74+2.9% | Added |
| CWM Advisors, LLC | 2,606 | $77.6K | 0.01% | +2,606 | New |