| Ogorek Anthony Joseph | 14 | $0 | 0.00% | −23−62.2% | Reduced |
| Cape Investment Advisory, Inc. | 3 | $121 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4 | $161 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 4 | $161 | 0.00% | +4 | New |
| Redwood Park Advisors LLC | 5 | $202 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 5 | $202 | 0.00% | +5 | New |
| Tortoise Investment Management, LLC | 5 | $202 | 0.00% | +5 | New |
| Sound Income Strategies, LLC | 5 | $202 | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $202 | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 6 | $243 | 0.00% | +1+20.0% | Added |
| Valued Wealth Advisors LLC | 9 | $364 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 9 | $364 | 0.00% | +9 | New |
| Bogart Wealth, LLC | 13 | $524 | 0.00% | +13 | New |
| American Capital Advisory, LLC | 14 | $565 | 0.00% | +7+100.0% | Added |
| Arlington Trust Co LLC | 14 | $565 | 0.00% | +14 | New |
| Activest Wealth Management | 15 | $605 | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 15 | $628 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 16 | $645 | 0.00% | +10+166.7% | Added |
| Parkworth Wealth Management, Inc. | 18 | $726 | 0.00% | +9+100.0% | Added |
| Rialto Wealth Management, LLC | 19 | $767 | 0.00% | −13−40.6% | Reduced |
| Quaker Wealth Management, LLC | 19 | $767 | 0.00% | +19 | New |
| Bare Financial Services, Inc | 20 | $807 | 0.00% | +20 | New |
| TFC Financial Management | 21 | $855 | 0.00% | +2+10.5% | Added |
| Bay Harbor Wealth Management, LLC | 22 | $887 | 0.00% | +10+83.3% | Added |
| Binnacle Investments Inc | 22 | $887 | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 23 | $928 | 0.00% | −17−42.5% | Reduced |
| UMA Financial Services, Inc. | 24 | $969 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 25 | $1.01K | 0.00% | −29−53.7% | Reduced |
| Principia Wealth Advisory, LLC | 26 | $1.05K | 0.00% | +8+44.4% | Added |
| Millstone Evans Group, LLC | 27 | $1.09K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 27 | $1.09K | 0.00% | +27 | New |
| Proathlete Wealth Management LLC | 28 | $1.13K | 0.00% | +28 | New |
| Dunhill Financial, LLC | 33 | $1.33K | 0.00% | −64−66.0% | Reduced |
| Raffa Wealth Management, LLC | 35 | $1.41K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 37 | $1.49K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 40 | $1.61K | 0.00% | +10+33.3% | Added |
| SOA Wealth Advisors, LLC. | 48 | $1.95K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 50 | $2.02K | 0.00% | −142−74.0% | Reduced |
| SBI Securities Co., Ltd. | 52 | $2.10K | 0.00% | −96−64.9% | Reduced |
| CVA Family Office, LLC | 55 | $2.22K | 0.00% | +15+37.5% | Added |
| Signature Resources Capital Management, LLC | 61 | $2.46K | 0.00% | +61 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 64 | $2.60K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 68 | $2.74K | 0.00% | +3+4.6% | Added |
| TCTC Holdings, LLC | 74 | $2.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 82 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 75 | $3.03K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 76 | $3.07K | 0.00% | +76 | New |
| Atlantic Union Bankshares Corp | 78 | $3.15K | 0.00% | +78 | New |
| Sierra Ocean, LLC | 80 | $3.23K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 82 | $3.31K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 86 | $3.47K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 90 | $3.63K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 91 | $3.67K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 92 | $3.71K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 100 | $4.03K | 0.00% | −14−12.3% | Reduced |
| Howard Hughes Medical Institute | 101 | $4.07K | 0.00% | +101 | New |
| TD Capital Management LLC | 101 | $4.08K | 0.00% | +1+1.0% | Added |
| Group One Trading, L.P. | 102 | $4.12K | 0.00% | −3,880−97.4% | Reduced |
| Cornerstone Planning Group LLC | 102 | $4.39K | 0.00% | −47−31.5% | Reduced |
| Ameriflex Group, Inc. | 115 | $4.55K | 0.00% | +32+38.6% | Added |
| MB, Levis & Associates, LLC | 115 | $4.66K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 117 | $4.72K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 118 | $4.75K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 120 | $4.84K | 0.00% | +13+12.1% | Added |
| Motco | 120 | $5.09K | 0.00% | −212−63.9% | Reduced |
| True Wealth Design, LLC | 128 | $5.16K | 0.00% | +13+11.3% | Added |
| Financial Management Professionals, Inc. | 129 | $5.20K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 136 | $5.49K | 0.00% | +136 | New |
| Pinnacle Bancorp, Inc. | 138 | $5.57K | 0.00% | −66−32.4% | Reduced |
| Evergreen Private Wealth LLC | 146 | $5.89K | 0.00% | +146 | New |
| Smithfield Trust Co | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 169 | $6.86K | 0.00% | +23+15.8% | Added |
| CoreCap Advisors, LLC | 172 | $6.94K | 0.00% | −261−60.3% | Reduced |
| Briaud Financial Planning, Inc | 190 | $7.00K | 0.00% | +190 | New |
| Sachetta, LLC | 176 | $7.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 181 | $7.30K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 181 | $7.30K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 184 | $7.42K | 0.00% | +17+10.2% | Added |
| Bellevue Asset Management, LLC | 185 | $7.49K | 0.00% | +1+0.5% | Added |
| Zions Bancorporation, National Association | 187 | $7.54K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 198 | $7.99K | 0.00% | 00.0% | Unchanged |
| Tobam | 196 | $8.00K | 0.00% | −491−71.5% | Reduced |
| TSFG, LLC | 200 | $8.00K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 205 | $8.27K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 244 | $9.84K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 250 | $10.1K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 255 | $10.3K | 0.00% | +255 | New |
| Fortis Group Advisors, LLC | 257 | $10.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 257 | $10.4K | 0.00% | +16+6.6% | Added |
| ORG Partners LLC | 268 | $10.7K | 0.00% | +42+18.6% | Added |
| Coston, McIsaac & Partners | 282 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 280 | $11.3K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 280 | $11.3K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 280 | $11.3K | 0.00% | +30+12.0% | Added |
| GF Fund Management Co. Ltd. | 290 | $11.7K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 292 | $11.8K | 0.00% | −233−44.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 297 | $12.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 317 | $12.8K | 0.00% | +317 | New |