| Beaird Harris Wealth Management, LLC | 0 | $11 | 0.00% | −30−100.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 3 | $84 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 5 | $141 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 6 | $168 | 0.00% | −42−87.5% | Reduced |
| Stone House Investment Management, LLC | 7 | $196 | 0.00% | −14−66.7% | Reduced |
| Atlas Capital Advisors LLC | 7 | $196 | 0.00% | +7 | New |
| Private Wealth Asset Management, LLC | 8 | $224 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 8 | $225 | 0.00% | +8 | New |
| Optima Capital LLC | 9 | $252 | 0.00% | +9 | New |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $275 | 0.00% | +10 | New |
| Financial Management Professionals, Inc. | 11 | $308 | 0.00% | −85−88.5% | Reduced |
| Elevated Capital Advisors, LLC | 11 | $308 | 0.00% | +11 | New |
| WPG Advisers, LLC | 13 | $364 | 0.00% | −1,482−99.1% | Reduced |
| Signature Equity Partners, LLC | 14 | $392 | 0.00% | +14 | New |
| Luken Investment Analytics, LLC | 15 | $420 | 0.00% | +15 | New |
| Rakuten Securities, Inc. | 16 | $448 | 0.00% | −13−44.8% | Reduced |
| Seneschal Advisors, LLC | 16 | $449 | 0.00% | +7+77.8% | Added |
| Davis Capital Management | 17 | $476 | 0.00% | −7−29.2% | Reduced |
| Strategic Investment Solutions, Inc. | 17 | $476 | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 19 | $532 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 19 | $533 | 0.00% | +19 | New |
| TFC Financial Management | 20 | $561 | 0.00% | +15+300.0% | Added |
| NorthAvenue LLC | 20 | $561 | 0.00% | +20 | New |
| Financial Consulate, Inc | 21 | $581 | 0.00% | +21 | New |
| Eastern Bank | 24 | $672 | 0.00% | +24 | New |
| Kingdom Financial Group LLC. | 24 | $672 | 0.00% | +24 | New |
| HFM Investment Advisors, LLC | 24 | $673 | 0.00% | −3−11.1% | Reduced |
| NVWM, LLC | 25 | $700 | 0.00% | +20+400.0% | Added |
| Align Financial, LLC | 700 | $700 | 0.00% | +700 | New |
| Quattro Advisors LLC | 26 | $728 | 0.00% | +26 | New |
| Quaker Wealth Management, LLC | 26 | $729 | 0.00% | +4+18.2% | Added |
| Dunhill Financial, LLC | 28 | $790 | 0.00% | +6+27.3% | Added |
| Boreal Capital Management LLC | 30 | $840 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 30 | $840 | 0.00% | +30 | New |
| 1015 Capital Partners, LLC | 32 | $896 | 0.00% | +32 | New |
| McGuire Capital Advisors Inc | 33 | $924 | 0.00% | +33 | New |
| American Capital Advisory, LLC | 40 | $1.12K | 0.00% | +12+42.9% | Added |
| DV Trading LLC | 42 | $1.18K | 0.00% | +42 | New |
| Key Financial Inc | 44 | $1.23K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 46 | $1.29K | 0.00% | +41+820.0% | Added |
| HighMark Wealth Management LLC | 47 | $1.32K | 0.00% | +47 | New |
| Sound Income Strategies, LLC | 49 | $1.34K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 48 | $1.34K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 52 | $1.46K | 0.00% | +52 | New |
| CBIZ Investment Advisory Services, LLC | 56 | $1.57K | 0.00% | −50−47.2% | Reduced |
| WestEnd Advisors, LLC | 57 | $1.60K | 0.00% | +1+1.8% | Added |
| Clark Wealth Partners | 67 | $1.88K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 67 | $1.88K | 0.00% | +67 | New |
| Winnow Wealth LLC | 67 | $1.94K | 0.00% | −1−1.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 70 | $1.96K | 0.00% | −20−22.2% | Reduced |
| Parvin Asset Management, LLC | 70 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 82 | $2.30K | 0.00% | +82 | New |
| Sunrise Financial Services, LLC | 83 | $2.33K | 0.00% | +83 | New |
| Hughes Financial Services, LLC | 87 | $2.44K | 0.00% | +14+19.2% | Added |
| St Germain D J Co Inc | 93 | $2.60K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 101 | $2.83K | 0.00% | −92−47.7% | Reduced |
| Principia Wealth Advisory, LLC | 101 | $2.83K | 0.00% | +32+46.4% | Added |
| McIlrath & Eck, LLC | 105 | $2.94K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 114 | $3.00K | 0.00% | −3−2.6% | Reduced |
| Highline Wealth Partners LLC | 110 | $3.08K | 0.00% | −119−52.0% | Reduced |
| First Command Advisory Services, Inc. | 112 | $3.14K | 0.00% | +75+202.7% | Added |
| Chesapeake Asset Management LLC | 120 | $3.36K | 0.00% | −8,583−98.6% | Reduced |
| Rialto Wealth Management, LLC | 120 | $3.36K | 0.00% | +96+400.0% | Added |
| Bartlett & Co. Wealth Management LLC | 124 | $3.47K | 0.00% | −1,106−89.9% | Reduced |
| American National Bank | 127 | $3.56K | 0.00% | −7,310−98.3% | Reduced |
| Fairman Group, LLC | 130 | $3.64K | 0.00% | +130 | New |
| Bravera Wealth | 130 | $3.64K | 0.00% | +130 | New |
| Wilkerson Advisory Group LLC | 133 | $3.73K | 0.00% | +133 | New |
| Bare Financial Services, Inc | 135 | $3.78K | 0.00% | −1−0.7% | Reduced |
| AdvisorNet Financial, Inc | 136 | $3.80K | 0.00% | −115−45.8% | Reduced |
| Raffa Wealth Management, LLC | 136 | $3.81K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 141 | $4.00K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 145 | $4.06K | 0.00% | +145 | New |
| Nemes Rush Group LLC | 150 | $4.20K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 151 | $4.23K | 0.00% | −9,989−98.5% | Reduced |
| Ameriflex Group, Inc. | 156 | $4.37K | 0.00% | −156−50.0% | Reduced |
| Marquette Asset Management, LLC | 156 | $4.37K | 0.00% | +49+45.8% | Added |
| Atlantic Union Bankshares Corp | 160 | $4.48K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 161 | $4.51K | 0.00% | +161 | New |
| Central Trust Co | 165 | $4.62K | 0.00% | −579−77.8% | Reduced |
| Bogart Wealth, LLC | 166 | $4.65K | 0.00% | −36−17.8% | Reduced |
| Signature Resources Capital Management, LLC | 168 | $4.71K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 177 | $4.96K | 0.00% | +46+35.1% | Added |
| Close Asset Management Ltd | 186 | $5.00K | 0.00% | −1,087−85.4% | Reduced |
| Kilter Group LLC | 179 | $5.01K | 0.00% | +52+40.9% | Added |
| POM Investment Strategies, LLC | 182 | $5.09K | 0.00% | +182 | New |
| Prestige Wealth Management Group LLC | 197 | $5.52K | 0.00% | +16+8.8% | Added |
| Ritter Daniher Financial Advisory LLC | 200 | $5.60K | 0.00% | −247−55.3% | Reduced |
| Corsicana & Co. | 200 | $5.60K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 200 | $5.60K | 0.00% | +200 | New |
| McMillan Office, Inc. | 200 | $5.60K | 0.00% | +200 | New |
| MCF Advisors LLC | 201 | $5.63K | 0.00% | +201 | New |
| Cornerstone Planning Group LLC | 212 | $5.67K | 0.00% | +131+161.7% | Added |
| Triumph Capital Management | 204 | $5.71K | 0.00% | +204 | New |
| Meeder Asset Management Inc | 212 | $5.94K | 0.00% | +8+3.9% | Added |
| Birchbrook, Inc. | 214 | $6.00K | 0.00% | +214 | New |
| Maseco LLP | 214 | $6.00K | 0.00% | +214 | New |
| Capital Advisors, Ltd. LLC | 223 | $6.00K | 0.00% | +144+182.3% | Added |
| Glass Jacobson Investment Advisors llc | 216 | $6.05K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 220 | $6.16K | 0.00% | +10+4.8% | Added |
