| AdvisorNet Financial, Inc | 1 | $38 | 0.00% | −31−96.9% | Reduced |
| Seneschal Advisors, LLC | 1 | $39 | 0.00% | −2−66.7% | Reduced |
| 3 Factor Indexing, LLC | 1 | $39 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 2 | $76 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $76 | 0.00% | +2 | New |
| Investors Research Corp | 5 | $190 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $190 | 0.00% | +5 | New |
| Signature Equity Partners, LLC | 6 | $228 | 0.00% | −4−40.0% | Reduced |
| Financial Consulate, Inc | 6 | $229 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 8 | $305 | 0.00% | +8 | New |
| Quaker Wealth Management, LLC | 8 | $305 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $327 | 0.00% | −1−11.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 9 | $342 | 0.00% | −11−55.0% | Reduced |
| Westside Investment Management, Inc. | 9 | $342 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 9 | $343 | 0.00% | −9−50.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $381 | 0.00% | +10 | New |
| Atlantic Union Bankshares Corp | 11 | $423 | 0.00% | +6+120.0% | Added |
| Bare Financial Services, Inc | 13 | $494 | 0.00% | −16−55.2% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 13 | $494 | 0.00% | +13 | New |
| American Capital Advisory, LLC | 14 | $533 | 0.00% | +10+250.0% | Added |
| Whipplewood Advisors, LLC | 15 | $570 | 0.00% | +15 | New |
| Innovative Asset Advisors Group, LLC | 15 | $570 | 0.00% | +15 | New |
| Kilter Group LLC | 15 | $571 | 0.00% | −4−21.1% | Reduced |
| SHP Wealth Management | 16 | $608 | 0.00% | +16 | New |
| South State Corp. | 17 | $647 | 0.00% | −6−26.1% | Reduced |
| Bogart Wealth, LLC | 18 | $684 | 0.00% | −3−14.3% | Reduced |
| Toth Financial Advisory Corp | 20 | $761 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 21 | $798 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $836 | 0.00% | +2+10.0% | Added |
| Aspect Partners, LLC | 23 | $874 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 25 | $950 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 25 | $950 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 25 | $951 | 0.00% | +25 | New |
| Capital Analysts, LLC | 28 | $1.00K | 0.00% | −38−57.6% | Reduced |
| Cornerstone Financial Management LLC | 27 | $1.03K | 0.00% | +13+92.9% | Added |
| TD Private Client Wealth LLC | 29 | $1.10K | 0.00% | +26+866.7% | Added |
| DiNuzzo Private Wealth, Inc. | 29 | $1.10K | 0.00% | −5−14.7% | Reduced |
| WealthCollab, LLC | 29 | $1.10K | 0.00% | +29 | New |
| Fortitude Family Office, LLC | 30 | $1.14K | 0.00% | +19+172.7% | Added |
| Private Trust Co NA | 31 | $1.18K | 0.00% | −9−22.5% | Reduced |
| Geneos Wealth Management Inc. | 35 | $1.33K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 31 | $1.35K | 0.00% | +30+3,000.0% | Added |
| 1620 Investment Advisors, Inc. | 36 | $1.37K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 37 | $1.41K | 0.00% | +37 | New |
| Principia Wealth Advisory, LLC | 38 | $1.44K | 0.00% | +29+322.2% | Added |
| MTM Investment Management, LLC | 40 | $1.52K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 42 | $1.60K | 0.00% | +42 | New |
| Vanguard National Trust Co | 50 | $1.90K | 0.00% | +50 | New |
| Avion Wealth | 78 | $2.00K | 0.00% | +33+73.3% | Added |
| Brown Brothers Harriman & Co | 53 | $2.02K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 56 | $2.13K | 0.00% | −10,122−99.4% | Reduced |
| Clear Investment Research, LLC | 56 | $2.13K | 0.00% | +56 | New |
| Sound Income Strategies, LLC | 63 | $2.40K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 66 | $2.51K | 0.00% | +66 | New |
| Rossby Financial, LCC | 72 | $2.74K | 0.00% | +36+100.0% | Added |
| Rakuten Securities, Inc. | 75 | $2.85K | 0.00% | +40+114.3% | Added |
| Capital Advisors, Ltd. LLC | 92 | $3.00K | 0.00% | +46+100.0% | Added |
| Crewe Advisors LLC | 79 | $3.00K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 84 | $3.19K | 0.00% | −199−70.3% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 99 | $3.76K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $3.80K | 0.00% | +100 | New |
| Marquette Asset Management, LLC | 101 | $3.84K | 0.00% | −1−1.0% | Reduced |
| Ares Financial Consulting, LLC | 101 | $3.84K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 108 | $4.11K | 0.00% | +108 | New |
| JPL Wealth Management, LLC | 114 | $4.33K | 0.00% | +114 | New |
| LRI Investments, LLC | 115 | $4.37K | 0.00% | +115 | New |
| Sunbelt Securities, Inc. | 120 | $4.56K | 0.00% | +120 | New |
| JFS Wealth Advisors, LLC | 122 | $4.64K | 0.00% | −77−38.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 126 | $4.79K | 0.00% | +70+125.0% | Added |
| Activest Wealth Management | 146 | $5.55K | 0.00% | −114−43.8% | Reduced |
| CVA Family Office, LLC | 148 | $5.63K | 0.00% | +148 | New |
| Bell Investment Advisors, Inc | 164 | $6.23K | 0.00% | +92+127.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 166 | $6.31K | 0.00% | +61+58.1% | Added |
| ZRC Wealth Management, LLC | 175 | $6.65K | 0.00% | +175 | New |
| Atlas Capital Advisors LLC | 177 | $6.73K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 180 | $6.84K | 0.00% | +180 | New |
| Cetera Trust Company, N.A | 187 | $7.11K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 194 | $7.37K | 0.00% | +51+35.7% | Added |
| St Germain D J Co Inc | 195 | $7.41K | 0.00% | +195 | New |
| Front Row Advisors LLC | 200 | $7.60K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 202 | $7.68K | 0.01% | −14−6.5% | Reduced |
| CX Institutional | 208 | $8.00K | 0.00% | +78+60.0% | Added |
| Assetmark, Inc | 216 | $8.21K | 0.00% | −18−7.7% | Reduced |
| Farmers & Merchants Investments Inc | 230 | $8.74K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 230 | $8.74K | 0.00% | +32+16.2% | Added |
| Nemes Rush Group LLC | 261 | $9.92K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 293 | $11.1K | 0.00% | +29+11.0% | Added |
| Keating Financial Advisory Services, Inc. | 330 | $12.5K | 0.00% | +271+459.3% | Added |
| Huntington National Bank | 337 | $12.8K | 0.00% | +113+50.4% | Added |
| Versant Capital Management, Inc | 364 | $13.8K | 0.00% | +147+67.7% | Added |
| Basecamp Wealth Advisors LLC | 369 | $14.0K | 0.00% | +327+778.6% | Added |
| Harbour Investments, Inc. | 391 | $14.9K | 0.00% | −426−52.1% | Reduced |
| Larson Financial Group LLC | 401 | $15.2K | 0.00% | +2+0.5% | Added |
| Parkside Financial Bank & Trust | 402 | $15.3K | 0.00% | +77+23.7% | Added |
| Private Wealth Asset Management, LLC | 410 | $15.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 573 | $21.8K | 0.00% | +316+123.0% | Added |
| SJS Investment Consulting Inc. | 574 | $21.8K | 0.00% | +335+140.2% | Added |
| Covestor Ltd | 582 | $22.0K | 0.02% | −185−24.1% | Reduced |
| Manchester Capital Management LLC | 592 | $22.5K | 0.00% | +79+15.4% | Added |
| V-Square Quantitative Management LLC | 594 | $22.6K | 0.00% | −168−22.0% | Reduced |