| Quest 10 Wealth Builders, Inc. | 0 | $344 | 0.00% | 0 | Unchanged |
| Horizon Financial Services, LLC | 1 | $731 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1 | $731 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 1 | $731 | 0.00% | 00.0% | Unchanged |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 1 | $731 | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $732 | 0.00% | −7−87.5% | Reduced |
| TFC Financial Management | 1 | $732 | 0.00% | −1−50.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $732 | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $732 | 0.00% | +1 | New |
| IMA Wealth, Inc. | 1 | $733 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $747 | 0.00% | +1 | New |
| PEAK6 LLC | 1 | $783 | 0.00% | −1−50.0% | Reduced |
| Colonial Trust Co | 2 | $1.27K | 0.00% | −2−50.0% | Reduced |
| Smallwood Wealth Investment Management, LLC | 2 | $1.46K | 0.00% | +2 | New |
| Trifecta Capital Advisors, LLC | 2 | $1.46K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $1.46K | 0.00% | +1+100.0% | Added |
| Plante Moran Financial Advisors, LLC | 2 | $1.46K | 0.00% | +2 | New |
| Princeton Global Asset Management LLC | 2 | $1.46K | 0.00% | +2 | New |
| UMA Financial Services, Inc. | 2 | $1.46K | 0.00% | +2 | New |
| Pineridge Advisors LLC | 2 | $1.46K | 0.00% | +2 | New |
| Rialto Wealth Management, LLC | 2 | $1.46K | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 2 | $1.47K | 0.00% | +1+100.0% | Added |
| Brown, Lisle/Cummings, Inc. | 3 | $1.90K | 0.00% | +1+50.0% | Added |
| Capital Advisors, Ltd. LLC | 3 | $2.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $2.19K | 0.00% | −4−57.1% | Reduced |
| Longfellow Investment Management Co LLC | 3 | $2.19K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 3 | $2.19K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $2.19K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 3 | $2.19K | 0.00% | +2+200.0% | Added |
| Tortoise Investment Management, LLC | 3 | $2.19K | 0.00% | +3 | New |
| Grove Bank & Trust | 3 | $2.19K | 0.00% | +3 | New |
| Albion Financial Group | 3 | $2.19K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 3 | $2.24K | 0.00% | −5−62.5% | Reduced |
| Dogwood Wealth Management LLC | 3 | $2.28K | 0.00% | +1+50.0% | Added |
| Cary Street Partners Financial LLC | 4 | $2.93K | 0.00% | −8−66.7% | Reduced |
| State of Wyoming | 4 | $2.93K | 0.00% | +4 | New |
| Ameritas Advisory Services, LLC | 4 | $2.93K | 0.00% | +4 | New |
| NBC Securities, Inc. | 5 | $3.00K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 4 | $3.03K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $3.25K | 0.00% | −2−33.3% | Reduced |
| Abound Wealth Management | 5 | $3.37K | 0.00% | −1−16.7% | Reduced |
| Garde Capital, Inc. | 5 | $3.66K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $3.66K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $3.66K | 0.00% | +3+150.0% | Added |
| Hoey Investments, Inc | 5 | $3.66K | 0.00% | +5 | New |
| PFS Partners, LLC | 5 | $3.66K | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $3.66K | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 5 | $3.67K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 5 | $3.80K | 0.00% | +3+150.0% | Added |
| Smithfield Trust Co | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $4.03K | 0.00% | +2+66.7% | Added |
| Activest Wealth Management | 6 | $4.39K | 0.00% | −2−25.0% | Reduced |
| Whipplewood Advisors, LLC | 6 | $4.39K | 0.00% | −785−99.2% | Reduced |
| Proffitt & Goodson Inc | 6 | $4.39K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 6 | $4.39K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 6 | $4.39K | 0.00% | +6 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 6 | $4.40K | 0.01% | −1−14.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 6 | $4.40K | 0.00% | +6 | New |
| Westside Investment Management, Inc. | 6 | $4.48K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 7 | $5.12K | 0.00% | +1+16.7% | Added |
| WealthCollab, LLC | 7 | $5.12K | 0.00% | +2+40.0% | Added |
| Total Investment Management Inc | 7 | $5.12K | 0.00% | +7 | New |
| Cornerstone Planning Group LLC | 7 | $5.62K | 0.00% | +1+16.7% | Added |
| Crowley Wealth Management, Inc. | 8 | $5.85K | 0.01% | 00.0% | Unchanged |
| First Pacific Financial | 8 | $5.85K | 0.00% | +8 | New |
| Financial Network Wealth Advisors LLC | 8 | $5.86K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 8 | $5.88K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $6.58K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 9 | $6.58K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 9 | $6.58K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 9 | $6.58K | 0.01% | +4+80.0% | Added |
| Financial Management Professionals, Inc. | 9 | $6.60K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $7.31K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 10 | $7.31K | 0.00% | +10 | New |
| CBIZ Investment Advisory Services, LLC | 10 | $7.33K | 0.00% | +10 | New |
| Eastern Bank | 11 | $8.04K | 0.00% | −2−15.4% | Reduced |
| Cetera Trust Company, N.A | 11 | $8.04K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 12 | $8.78K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 12 | $8.78K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 12 | $8.78K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 16 | $9.47K | 0.00% | +4+33.3% | Added |
| Fortitude Family Office, LLC | 13 | $9.51K | 0.00% | +4+44.4% | Added |
| Sachetta, LLC | 13 | $9.52K | 0.00% | −2−13.3% | Reduced |
| Avion Wealth | 14 | $10.0K | 0.00% | +9+180.0% | Added |
| Highline Wealth Partners LLC | 14 | $10.2K | 0.00% | +2+16.7% | Added |
| Pacific Center for Financial Services | 14 | $10.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 14 | $10.3K | 0.00% | +4+40.0% | Added |
| JFS Wealth Advisors, LLC | 15 | $11.0K | 0.00% | +4+36.4% | Added |
| Riggs Asset Managment Co. Inc. | 15 | $11.0K | 0.00% | +13+650.0% | Added |
| Rakuten Securities, Inc. | 16 | $11.7K | 0.00% | −253−94.1% | Reduced |
| Bogart Wealth, LLC | 17 | $12.4K | 0.00% | +2+13.3% | Added |
| Raffa Wealth Management, LLC | 17 | $12.4K | 0.00% | +16+1,600.0% | Added |
| Atlantic Union Bankshares Corp | 17 | $12.4K | 0.00% | +17 | New |
| True Wealth Design, LLC | 18 | $13.0K | 0.00% | −17−48.6% | Reduced |
| TCTC Holdings, LLC | 18 | $13.2K | 0.00% | −20−52.6% | Reduced |
| Rexford Capital Inc | 19 | $13.9K | 0.01% | +19 | New |
| Morgan Dempsey Capital Management LLC | 19 | $13.9K | 0.01% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 20 | $14.6K | 0.01% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 20 | $14.6K | 0.02% | +20 | New |
| Twin Peaks Wealth Advisors, LLC | 18 | $15.1K | 0.00% | +18 | New |