| Ogorek Anthony Joseph | 18 | $0 | 0.00% | +4+28.6% | Added |
| Penserra Capital Management LLC | 12 | $0 | 0.00% | +12 | New |
| Clark Wealth Partners | 1 | $42 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 3 | $130 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 4 | $173 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $215 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $217 | 0.00% | −20−80.0% | Reduced |
| IMA Wealth, Inc. | 5 | $217 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 5 | $217 | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 5 | $217 | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 6 | $260 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 6 | $260 | 0.00% | +6 | New |
| Atlantic Trust, LLC | 9 | $390 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $390 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 10 | $430 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 11 | $477 | 0.00% | −3−21.4% | Reduced |
| Breakwater Investment Management | 12 | $520 | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 18 | $533 | 0.00% | −84−82.4% | Reduced |
| Bogart Wealth, LLC | 13 | $563 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 14 | $606 | 0.00% | +14 | New |
| HFM Investment Advisors, LLC | 15 | $650 | 0.00% | −1−6.3% | Reduced |
| Financial Consulate, Inc | 15 | $650 | 0.00% | +15 | New |
| Hughes Financial Services, LLC | 15 | $656 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 17 | $736 | 0.00% | +12+240.0% | Added |
| Quaker Wealth Management, LLC | 19 | $823 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 21 | $917 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 22 | $953 | 0.00% | +7+46.7% | Added |
| WestEnd Advisors, LLC | 22 | $953 | 0.00% | +22 | New |
| SJS Investment Consulting Inc. | 23 | $996 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 25 | $1.08K | 0.00% | +6+31.6% | Added |
| Millstone Evans Group, LLC | 27 | $1.17K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 28 | $1.21K | 0.00% | +6+27.3% | Added |
| Principia Wealth Advisory, LLC | 30 | $1.30K | 0.00% | +4+15.4% | Added |
| Wealth Watch Advisors, INC | 31 | $1.34K | 0.00% | +31 | New |
| ZRC Wealth Management, LLC | 33 | $1.43K | 0.00% | +33 | New |
| Dunhill Financial, LLC | 33 | $1.43K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $1.52K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 37 | $1.60K | 0.00% | +17+85.0% | Added |
| Prestige Wealth Management Group LLC | 37 | $1.60K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 43 | $1.86K | 0.00% | +21+95.5% | Added |
| Signature Resources Capital Management, LLC | 46 | $1.99K | 0.00% | −15−24.6% | Reduced |
| GW&K Investment Management, LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 49 | $2.11K | 0.00% | +1+2.1% | Added |
| Darwin Advisors, LLC | 50 | $2.17K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 55 | $2.38K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 62 | $2.69K | 0.00% | +62 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 64 | $2.79K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 68 | $2.88K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 69 | $2.99K | 0.00% | +69 | New |
| Cloud Capital Management, LLC | 80 | $3.00K | 0.00% | +80 | New |
| TCTC Holdings, LLC | 74 | $3.20K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 75 | $3.25K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 78 | $3.38K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 78 | $3.38K | 0.00% | +78 | New |
| Wealth Preservation Advisors, LLC | 82 | $3.55K | 0.00% | 00.0% | Unchanged |
| Reyes Financial Architecture, Inc. | 90 | $3.90K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 90 | $3.90K | 0.00% | +90 | New |
| UMA Financial Services, Inc. | 91 | $3.94K | 0.00% | +67+279.2% | Added |
| Golden State Wealth Management, LLC | 92 | $3.98K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 82 | $4.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 100 | $4.33K | 0.00% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 101 | $4.37K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 102 | $4.41K | 0.00% | +1+1.0% | Added |
| True Wealth Design, LLC | 109 | $4.71K | 0.00% | −19−14.8% | Reduced |
| MB, Levis & Associates, LLC | 116 | $5.03K | 0.00% | +1+0.9% | Added |
| Bartlett & Co. Wealth Management LLC | 117 | $5.07K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 117 | $5.07K | 0.00% | +117 | New |
| Motco | 120 | $5.20K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 120 | $5.20K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 127 | $5.50K | 0.00% | −2−1.6% | Reduced |
| SBI Securities Co., Ltd. | 131 | $5.67K | 0.00% | +79+151.9% | Added |
| Solstein Capital, LLC | 136 | $5.89K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 140 | $6.00K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 147 | $6.37K | 0.00% | +147 | New |
| Glen Eagle Advisors, LLC | 157 | $6.78K | 0.00% | +39+33.1% | Added |
| Sachetta, LLC | 176 | $7.62K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 181 | $7.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 181 | $7.84K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 186 | $8.09K | 0.00% | +1+0.5% | Added |
| DT Investment Partners, LLC | 198 | $8.57K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 200 | $8.66K | 0.00% | +200 | New |
| TSFG, LLC | 200 | $9.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 211 | $9.12K | 0.00% | +211 | New |
| Meeder Asset Management Inc | 221 | $9.57K | 0.00% | +221 | New |
| Fortitude Family Office, LLC | 232 | $10.0K | 0.00% | −25−9.7% | Reduced |
| Ritter Daniher Financial Advisory LLC | 241 | $10.4K | 0.00% | +241 | New |
| JNBA Financial Advisors | 244 | $10.6K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 250 | $10.8K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 257 | $11.1K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 282 | $12.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 280 | $12.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 280 | $12.1K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 280 | $12.1K | 0.01% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 290 | $12.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 290 | $12.6K | 0.00% | +103+55.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 292 | $12.6K | 0.00% | −5−1.7% | Reduced |
| ORG Partners LLC | 308 | $13.3K | 0.00% | +40+14.9% | Added |
| Plante Moran Financial Advisors, LLC | 323 | $14.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 326 | $14.1K | 0.00% | −4−1.2% | Reduced |