| Main Street Group, LTD | 3 | $25 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 7 | $57 | 0.00% | −20−74.1% | Reduced |
| Rossby Financial, LCC | 10 | $83 | 0.00% | −114−91.9% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $83 | 0.00% | +10 | New |
| Dunhill Financial, LLC | 11 | $95 | 0.00% | −1−8.3% | Reduced |
| Ankerstar Wealth, LLC | 12 | $99 | 0.00% | +12 | New |
| McGuire Capital Advisors Inc | 13 | $107 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 15 | $124 | 0.00% | −166−91.7% | Reduced |
| Keating Financial Advisory Services, Inc. | 16 | $132 | 0.00% | −2,000−99.2% | Reduced |
| Salomon & Ludwin, LLC | 18 | $153 | 0.00% | +18 | New |
| Signature Equity Partners, LLC | 20 | $165 | 0.00% | −1,035−98.1% | Reduced |
| Legacy Wealth Managment, LLC | 25 | $207 | 0.00% | −575−95.8% | Reduced |
| TD Private Client Wealth LLC | 27 | $223 | 0.00% | +27 | New |
| Godfrey Financial Associates, Inc. | 28 | $231 | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 30 | $248 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 35 | $290 | 0.00% | −200−85.1% | Reduced |
| Dogwood Wealth Management LLC | 38 | $314 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 49 | $405 | 0.00% | +49 | New |
| Strategic Investment Solutions, Inc. | 50 | $413 | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 50 | $413 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 50 | $413 | 0.00% | +50 | New |
| Rialto Wealth Management, LLC | 51 | $422 | 0.00% | +51 | New |
| Retirement Wealth Solutions LLC | 54 | $447 | 0.00% | −25−31.6% | Reduced |
| Marquette Asset Management, LLC | 54 | $447 | 0.00% | +52+2,600.0% | Added |
| Golden State Equity Partners | 65 | $536 | 0.00% | +65 | New |
| McMillan Office, Inc. | 70 | $578 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 84 | $694 | 0.00% | +84 | New |
| Farmers & Merchants Investments Inc | 90 | $743 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 93 | $768 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 100 | $826 | 0.00% | −83−45.4% | Reduced |
| HighMark Wealth Management LLC | 100 | $826 | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 100 | $826 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 100 | $826 | 0.00% | +100 | New |
| Westside Investment Management, Inc. | 100 | $850 | 0.00% | +100 | New |
| Ronald Blue Trust, Inc. | 113 | $933 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 122 | $1.01K | 0.00% | +122 | New |
| SWAN Capital LLC | 125 | $1.03K | 0.00% | +125 | New |
| RMG Wealth Management LLC | 100 | $1.07K | 0.00% | +100 | New |
| PlanVest Financial, Inc | 130 | $1.07K | 0.00% | +130 | New |
| Evergreen Advisors, LLC | 136 | $1.12K | 0.00% | +136 | New |
| Atlantic Union Bankshares Corp | 142 | $1.17K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 163 | $1.35K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 200 | $1.65K | 0.00% | −8,800−97.8% | Reduced |
| Curio Wealth, LLC | 200 | $1.65K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 200 | $1.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 213 | $1.76K | 0.00% | −36−14.5% | Reduced |
| Rachor Investment Advisory Services, LLC | 216 | $1.78K | 0.00% | +15+7.5% | Added |
| RWM Asset Management, LLC | 235 | $1.94K | 0.00% | +235 | New |
| CKW Financial Group | 300 | $2.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 250 | $2.06K | 0.00% | +237+1,823.1% | Added |
| Bryn Mawr Trust Co | 250 | $2.06K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 250 | $2.06K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 250 | $2.06K | 0.00% | +50+25.0% | Added |
| Parvin Asset Management, LLC | 251 | $2.07K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 265 | $2.19K | 0.00% | +265 | New |
| Tidemark, LLC | 267 | $2.21K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 300 | $2.48K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 300 | $2.48K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 300 | $2.48K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 300 | $2.48K | 0.00% | +200+200.0% | Added |
| Gould Capital, LLC | 300 | $2.48K | 0.00% | +300 | New |
| Holos Integrated Wealth LLC | 300 | $2.51K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 344 | $2.84K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 350 | $2.89K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 350 | $2.89K | 0.00% | +350 | New |
| Scarborough Advisors, LLC | 360 | $2.97K | 0.00% | +140+63.6% | Added |
| Elequin Capital LP | 362 | $2.99K | 0.00% | +362 | New |
| Avion Wealth | 467 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 387 | $3.20K | 0.00% | −18−4.4% | Reduced |
| Vermillion Wealth Management, Inc. | 387 | $3.20K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 388 | $3.21K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 400 | $3.30K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 400 | $3.30K | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 400 | $3.30K | 0.00% | +150+60.0% | Added |
| Hoey Investments, Inc | 400 | $3.30K | 0.00% | +400 | New |
| Private Trust Co NA | 416 | $3.44K | 0.00% | −10,200−96.1% | Reduced |
| Covestor Ltd | 499 | $4.00K | 0.00% | −380−43.2% | Reduced |
| Brown Brothers Harriman & Co | 500 | $4.13K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 500 | $4.13K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 500 | $4.13K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 500 | $4.13K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 517 | $4.27K | 0.00% | +517 | New |
| Prestige Wealth Management Group LLC | 550 | $4.54K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 563 | $4.65K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 581 | $4.80K | 0.00% | +35+6.4% | Added |
| Toth Financial Advisory Corp | 588 | $4.86K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 614 | $5.00K | 0.00% | +2+0.3% | Added |
| Hantz Financial Services, Inc. | 550 | $5.00K | 0.00% | +50+10.0% | Added |
| Horizon Financial Services, LLC | 635 | $5.25K | 0.00% | +635 | New |
| Asset Dedication, LLC | 661 | $5.46K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 685 | $5.66K | 0.00% | +103+17.7% | Added |
| Wolff Wiese Magana LLC | 700 | $5.78K | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 705 | $5.82K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 726 | $6.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 848 | $7.00K | 0.00% | +72+9.3% | Added |
| Nemes Rush Group LLC | 855 | $7.06K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 880 | $7.27K | 0.00% | +880 | New |
| Basepoint Wealth LLC | 895 | $7.39K | 0.00% | +1+0.1% | Added |
| Hazlett, Burt & Watson, Inc. | 970 | $8.00K | 0.00% | −87−8.2% | Reduced |
| Rosenberg Matthew Hamilton | 972 | $8.03K | 0.00% | 00.0% | Unchanged |