| Curio Wealth, LLC | 2 | $145 | 0.00% | −33−94.3% | Reduced |
| MidFirst Bank | 2 | $145 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $146 | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 3 | $218 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $218 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 3 | $218 | 0.00% | +3 | New |
| Seneschal Advisors, LLC | 4 | $291 | 0.00% | +1+33.3% | Added |
| Creative Financial Designs Inc | 5 | $363 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 5 | $363 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $363 | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 5 | $363 | 0.00% | +5 | New |
| First Pacific Financial | 5 | $363 | 0.00% | +5 | New |
| TopTier Wealth Management, LLC | 5 | $363 | 0.00% | +5 | New |
| Harbor Investment Advisory, LLC | 6 | $435 | 0.00% | +6 | New |
| SHP Wealth Management | 6 | $436 | 0.00% | +6 | New |
| Gill Capital Partners, LLC | 7 | $508 | 0.00% | +7 | New |
| Bare Financial Services, Inc | 8 | $580 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 8 | $581 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 8 | $581 | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 8 | $581 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $646 | 0.00% | −178−95.7% | Reduced |
| Aspect Partners, LLC | 9 | $653 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $653 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 9 | $653 | 0.00% | +3+50.0% | Added |
| NVWM, LLC | 10 | $726 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 10 | $726 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $726 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $798 | 0.00% | −33−75.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 12 | $841 | 0.00% | +12 | New |
| Westfuller Advisors, LLC | 12 | $881 | 0.00% | −52−81.3% | Reduced |
| Quaker Wealth Management, LLC | 13 | $944 | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 13 | $948 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 6 | $1.00K | 0.00% | +6 | New |
| Bogart Wealth, LLC | 14 | $1.02K | 0.00% | −22−61.1% | Reduced |
| First Horizon Corp | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 15 | $1.09K | 0.00% | +15 | New |
| Portus Wealth Advisors, LLC | 15 | $1.09K | 0.00% | +15 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 15 | $1.09K | 0.00% | +15 | New |
| AdvisorNet Financial, Inc | 16 | $1.16K | 0.00% | +1+6.7% | Added |
| Atlas Capital Advisors LLC | 21 | $1.52K | 0.00% | +21 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $1.52K | 0.00% | +5+31.3% | Added |
| MCF Advisors LLC | 22 | $1.60K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 22 | $1.60K | 0.00% | +16+266.7% | Added |
| Estabrook Capital Management | 23 | $1.67K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 23 | $1.67K | 0.00% | +23 | New |
| WPG Advisers, LLC | 24 | $1.74K | 0.00% | −4−14.3% | Reduced |
| Atlantic Union Bankshares Corp | 24 | $1.74K | 0.00% | +7+41.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 24 | $1.75K | 0.00% | −7−22.6% | Reduced |
| Johnson Financial Group, Inc. | 25 | $1.82K | 0.00% | −35−58.3% | Reduced |
| Principia Wealth Advisory, LLC | 27 | $1.96K | 0.00% | +2+8.0% | Added |
| Abound Wealth Management | 29 | $2.11K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 30 | $2.18K | 0.00% | +30 | New |
| Hughes Financial Services, LLC | 31 | $2.25K | 0.00% | +6+24.0% | Added |
| Bay Harbor Wealth Management, LLC | 32 | $2.32K | 0.00% | +13+68.4% | Added |
| Asset Dedication, LLC | 32 | $2.32K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 34 | $2.47K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 34 | $2.47K | 0.00% | +14+70.0% | Added |
| Raffa Wealth Management, LLC | 35 | $2.54K | 0.00% | +1+2.9% | Added |
| International Assets Investment Management, LLC | 38 | $2.76K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 40 | $2.92K | 0.00% | −3,522−98.9% | Reduced |
| Coston, McIsaac & Partners | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 42 | $3.05K | 0.00% | −337−88.9% | Reduced |
| Purpose Unlimited Inc. | 42 | $3.05K | 0.00% | +42 | New |
| ZRC Wealth Management, LLC | 45 | $3.27K | 0.00% | +23+104.5% | Added |
| DT Investment Partners, LLC | 46 | $3.34K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 47 | $3.41K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 47 | $3.41K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 50 | $3.63K | 0.00% | +30+150.0% | Added |
| Ares Financial Consulting, LLC | 50 | $3.63K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 53 | $3.85K | 0.00% | +53 | New |
| Clal Insurance Enterprises Holdings Ltd | 52 | $4.00K | 0.00% | −16−23.5% | Reduced |
| Ogorek Anthony Joseph | 56 | $4.00K | 0.00% | −13−18.8% | Reduced |
| Avion Wealth | 64 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 58 | $4.21K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 66 | $4.79K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 67 | $4.86K | 0.00% | +31+86.1% | Added |
| Horizon Bancorp Inc | 64 | $5.00K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 69 | $5.01K | 0.00% | +59+590.0% | Added |
| Activest Wealth Management | 73 | $5.33K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 74 | $5.37K | 0.00% | +32+76.2% | Added |
| Bruce G. Allen Investments, LLC | 77 | $5.59K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 81 | $5.88K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 84 | $5.88K | 0.00% | +54+180.0% | Added |
| Quent Capital, LLC | 88 | $6.38K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 89 | $6.46K | 0.00% | −681−88.4% | Reduced |
| Cornerstone Financial Management LLC | 90 | $6.53K | 0.01% | +20+28.6% | Added |
| Sachetta, LLC | 93 | $6.76K | 0.00% | +32+52.5% | Added |
| UMA Financial Services, Inc. | 96 | $6.96K | 0.00% | −86−47.3% | Reduced |
| Caldwell Trust Co | 96 | $6.96K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 97 | $7.04K | 0.00% | −18−15.7% | Reduced |
| Kemnay Advisory Services Inc. | 99 | $7.18K | 0.00% | +99 | New |
| Sittner & Nelson, LLC | 100 | $7.25K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $7.25K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 100 | $7.25K | 0.00% | +36+56.3% | Added |
| TD Waterhouse Canada Inc. | 100 | $7.26K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 102 | $7.38K | 0.00% | +1+1.0% | Added |