| Capital Advisors, Ltd. LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $110 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $110 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $165 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $165 | 0.00% | +3 | New |
| TD Private Client Wealth LLC | 5 | $275 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5 | $275 | 0.00% | +5 | New |
| Owl Creek Wealth Partners LLC | 5 | $275 | 0.00% | +5 | New |
| Vermillion Wealth Management, Inc. | 6 | $330 | 0.00% | +6 | New |
| S&T Bank | 8 | $439 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $494 | 0.00% | +2+28.6% | Added |
| Measured Wealth Private Client Group, LLC | 14 | $769 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 15 | $824 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 15 | $824 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $879 | 0.00% | +5+45.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 17 | $934 | 0.00% | +17 | New |
| Cornerstone Planning Group LLC | 17 | $952 | 0.00% | +9+112.5% | Added |
| Wall Street Financial Group, Inc. | 18 | $989 | 0.00% | +18 | New |
| Bay Harbor Wealth Management, LLC | 18 | $995 | 0.00% | +7+63.6% | Added |
| True Wealth Design, LLC | 19 | $1.04K | 0.00% | +19 | New |
| City State Bank | 20 | $1.10K | 0.00% | −1−4.8% | Reduced |
| DiNuzzo Private Wealth, Inc. | 20 | $1.10K | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 23 | $1.26K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $1.37K | 0.00% | −285−91.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 28 | $1.54K | 0.00% | +28 | New |
| Financial Consulate, Inc | 29 | $1.59K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 33 | $1.82K | 0.00% | −719−95.6% | Reduced |
| Rialto Wealth Management, LLC | 36 | $1.98K | 0.00% | +14+63.6% | Added |
| Kingdom Financial Group LLC. | 40 | $2.19K | 0.00% | −63−61.2% | Reduced |
| Lloyd Advisory Services, LLC. | 40 | $2.19K | 0.00% | +40 | New |
| Estabrook Capital Management | 43 | $2.36K | 0.00% | +43 | New |
| Dunhill Financial, LLC | 43 | $2.38K | 0.00% | +41+2,050.0% | Added |
| Triumph Capital Management | 50 | $2.77K | 0.00% | +50 | New |
| UMA Financial Services, Inc. | 55 | $3.02K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 59 | $3.26K | 0.00% | −47−44.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 66 | $3.64K | 0.00% | −741−91.8% | Reduced |
| Kilter Group LLC | 71 | $3.90K | 0.00% | +59+491.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 75 | $4.12K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 85 | $4.67K | 0.00% | +3+3.7% | Added |
| WPG Advisers, LLC | 86 | $4.72K | 0.00% | +86 | New |
| Manchester Capital Management LLC | 89 | $4.89K | 0.00% | −7−7.3% | Reduced |
| Smithfield Trust Co | 85 | $5.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 102 | $5.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $5.60K | 0.00% | +11+12.1% | Added |
| Larson Financial Group LLC | 103 | $5.66K | 0.00% | +10+10.8% | Added |
| Keating Financial Advisory Services, Inc. | 108 | $5.93K | 0.00% | +62+134.8% | Added |
| WealthCollab, LLC | 121 | $6.65K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 124 | $6.81K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 126 | $6.95K | 0.00% | +37+41.6% | Added |
| Sound Income Strategies, LLC | 132 | $7.26K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 137 | $7.52K | 0.00% | +137 | New |
| Covestor Ltd | 148 | $8.00K | 0.01% | −96−39.3% | Reduced |
| AdvisorNet Financial, Inc | 148 | $8.13K | 0.00% | +38+34.5% | Added |
| Redwood Park Advisors LLC | 155 | $8.49K | 0.01% | +2+1.3% | Added |
| Private Wealth Management Group, LLC | 158 | $8.68K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 167 | $9.17K | 0.00% | +138+475.9% | Added |
| Mountain Hill Investment Partners Corp. | 169 | $9.28K | 0.01% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 189 | $10.5K | 0.00% | +189 | New |
| Quent Capital, LLC | 196 | $10.8K | 0.00% | +4+2.1% | Added |
| Byrne Asset Management LLC | 200 | $11.0K | 0.01% | −125−38.5% | Reduced |
| Anchor Investment Management, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 212 | $11.6K | 0.00% | +212 | New |
| Colonial Trust Co | 233 | $12.8K | 0.00% | +32+15.9% | Added |
| Assetmark, Inc | 273 | $15.0K | 0.00% | +128+88.3% | Added |
| Tompkins Financial Corp | 300 | $16.5K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 300 | $16.5K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 304 | $16.7K | 0.00% | +92+43.4% | Added |
| Vision Financial Markets LLC | 320 | $17.6K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 331 | $18.2K | 0.00% | +9+2.8% | Added |
| Motco | 350 | $19.2K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 351 | $19.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 382 | $21.0K | 0.00% | +9+2.4% | Added |
| FNY Investment Advisers, LLC | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Optiver Holding B.V. | 406 | $22.3K | 0.00% | −233−36.5% | Reduced |
| Essential Partners LLC | 410 | $22.5K | 0.01% | +25+6.5% | Added |
| Private Wealth Asset Management, LLC | 440 | $24.2K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 470 | $25.8K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 492 | $27.0K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 512 | $28.1K | 0.03% | +4+0.8% | Added |
| Root Financial Partners, LLC | 526 | $28.9K | 0.00% | +190+56.5% | Added |
| Medallion Wealth Advisors, LLC | 600 | $33.0K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 600 | $33.0K | 0.04% | +600 | New |
| Harbor Capital Advisors, Inc. | 624 | $34.0K | 0.00% | +118+23.3% | Added |
| Tradewinds Capital Management, LLC | 623 | $34.2K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 641 | $35.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 645 | $35.4K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 700 | $38.4K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 748 | $41.1K | 0.01% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 786 | $43.2K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 805 | $44.2K | 0.01% | +515+177.6% | Added |
| Central Trust Co | 818 | $44.9K | 0.00% | +518+172.7% | Added |
| Ensign Peak Advisors, Inc | 823 | $45.2K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 840 | $46.1K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 898 | $49.3K | 0.01% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 900 | $49.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 969 | $53.2K | 0.00% | +682+237.6% | Added |
| Parallel Advisors, LLC | 985 | $54.1K | 0.00% | +293+42.3% | Added |
| Plato Investment Management Ltd | 1,071 | $58.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,118 | $61.4K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,196 | $66.3K | 0.00% | +263+28.2% | Added |