| Millstone Evans Group, LLC | 1 | $92 | 0.00% | −2−66.7% | Reduced |
| Arcadia Investment Management Corp | 1 | $93 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $93 | 0.00% | +1 | New |
| 1015 Capital Partners, LLC | 2 | $184 | 0.00% | −6−75.0% | Reduced |
| Godfrey Financial Associates, Inc. | 2 | $184 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 2 | $184 | 0.00% | +2 | New |
| Y.D. More Investments Ltd | 765 | $223 | 0.00% | +765 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $276 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 3 | $276 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 4 | $368 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $369 | 0.00% | −1−20.0% | Reduced |
| Breakwater Investment Management | 5 | $461 | 0.00% | +1+25.0% | Added |
| Davis Capital Management | 5 | $461 | 0.00% | +2+66.7% | Added |
| Dunhill Financial, LLC | 5 | $501 | 0.00% | −22−81.5% | Reduced |
| Colonial Trust Advisors | 7 | $633 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $645 | 0.00% | +2+40.0% | Added |
| 1620 Investment Advisors, Inc. | 8 | $737 | 0.00% | −8−50.0% | Reduced |
| Rakuten Securities, Inc. | 9 | $829 | 0.00% | +3+50.0% | Added |
| Financial Consulate, Inc | 9 | $830 | 0.00% | −1−10.0% | Reduced |
| Crewe Advisors LLC | 9 | $830 | 0.00% | +1+12.5% | Added |
| Minot DeBlois Advisors LLC | 10 | $921 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 10 | $921 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 11 | $1.01K | 0.00% | +11 | New |
| Proathlete Wealth Management LLC | 12 | $1.10K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 13 | $1.20K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 13 | $1.20K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 13 | $1.20K | 0.00% | +13 | New |
| Quest 10 Wealth Builders, Inc. | 14 | $1.29K | 0.00% | −48−77.4% | Reduced |
| WPG Advisers, LLC | 14 | $1.29K | 0.00% | −6−30.0% | Reduced |
| Estabrook Capital Management | 14 | $1.29K | 0.00% | +14 | New |
| Clark Wealth Partners | 16 | $1.47K | 0.00% | +1+6.7% | Added |
| S&T Bank | 17 | $1.57K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 17 | $1.57K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 20 | $1.84K | 0.00% | +20 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $1.94K | 0.00% | −9−30.0% | Reduced |
| Gill Capital Partners, LLC | 22 | $2.03K | 0.00% | +22 | New |
| Burkett Financial Services, LLC | 22 | $2.11K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 23 | $2.12K | 0.00% | +3+15.0% | Added |
| Intentional Wealth Strategies, LLC | 24 | $2.21K | 0.00% | +24 | New |
| Highline Wealth Partners LLC | 25 | $2.30K | 0.00% | +8+47.1% | Added |
| Ameriflex Group, Inc. | 26 | $2.40K | 0.00% | −3−10.3% | Reduced |
| Monetary Solutions, Ltd | 26 | $2.40K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 28 | $2.58K | 0.00% | −5−15.2% | Reduced |
| Abound Wealth Management | 29 | $2.68K | 0.00% | −4−12.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 30 | $2.76K | 0.00% | −20−40.0% | Reduced |
| NVWM, LLC | 30 | $2.76K | 0.00% | +10+50.0% | Added |
| Old Point Trust & Financial Services N A | 31 | $2.86K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 31 | $2.86K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 32 | $2.95K | 0.00% | +10+45.5% | Added |
| Virginia Estate & Retirement Planning Advisors Inc. | 32 | $2.95K | 0.01% | +32 | New |
| Kozak & Associates, Inc. | 34 | $3.07K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 35 | $3.22K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 35 | $3.22K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 35 | $3.23K | 0.00% | 00.0% | Unchanged |
| Prosperity Bancshares Inc | 37 | $3.41K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 39 | $3.59K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 41 | $3.78K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 42 | $3.87K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 43 | $3.96K | 0.00% | +3+7.5% | Added |
| Private Wealth Management Group, LLC | 43 | $3.96K | 0.00% | +20+87.0% | Added |
| Roble, Belko & Company, Inc | 42 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 44 | $4.05K | 0.00% | +40+1,000.0% | Added |
| Newbridge Financial Services Group, Inc. | 44 | $4.09K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 49 | $4.48K | 0.00% | +49 | New |
| Raffa Wealth Management, LLC | 52 | $4.79K | 0.00% | +2+4.0% | Added |
| Essential Investment Partners LLC | 54 | $4.97K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 54 | $5.00K | 0.00% | −28−34.1% | Reduced |
| Rossby Financial, LCC | 56 | $5.09K | 0.00% | +1+1.8% | Added |
| Brown, Lisle/Cummings, Inc. | 57 | $5.25K | 0.00% | +33+137.5% | Added |
| Synergy Investment Management, LLC | 66 | $6.08K | 0.00% | +66 | New |
| Hughes Financial Services, LLC | 68 | $6.26K | 0.00% | +9+15.3% | Added |
| Adirondack Trust Co | 69 | $6.36K | 0.00% | 00.0% | Unchanged |
| 1248 Management, LLC | 69 | $6.36K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 70 | $6.45K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 70 | $6.45K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 71 | $6.54K | 0.00% | +68+2,266.7% | Added |
| Main Street Group, LTD | 71 | $6.54K | 0.00% | +71 | New |
| Arlington Trust Co LLC | 74 | $6.82K | 0.00% | +74 | New |
| Wilkerson Advisory Group LLC | 76 | $7.00K | 0.00% | −3−3.8% | Reduced |
| IFG Advisory, LLC | 80 | $7.37K | 0.02% | −3,257−97.6% | Reduced |
| Evermay Wealth Management LLC | 80 | $7.37K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 84 | $7.63K | 0.00% | +9+12.0% | Added |
| Ankerstar Wealth, LLC | 83 | $7.65K | 0.01% | 00.0% | Unchanged |
| Napier Financial, LLC | 84 | $7.74K | 0.00% | +84 | New |
| Red Tortoise LLC | 85 | $7.83K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 87 | $8.02K | 0.00% | 00.0% | Unchanged |
| RHL Group, LLC | 90 | $8.29K | 0.01% | +90 | New |
| SHP Wealth Management | 90 | $8.31K | 0.00% | +31+52.5% | Added |
| Manning & Napier Advisors LLC | 90 | $8.38K | 0.00% | +15+20.0% | Added |
| Strategic Wealth Partners, Ltd. | 92 | $8.47K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 91 | $8.54K | 0.00% | +91 | New |
| Miller Global Investments, LLC | 94 | $8.66K | 0.01% | +44+88.0% | Added |
| Kilter Group LLC | 94 | $8.66K | 0.00% | +75+394.7% | Added |
| Osbon Capital Management LLC | 96 | $8.88K | 0.01% | +1+1.1% | Added |
| Abound Financial, LLC | 100 | $9.21K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 100 | $9.25K | 0.01% | +1+1.0% | Added |
| Banque Transatlantique SA | 100 | $9.29K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 105 | $9.67K | 0.01% | +74+238.7% | Added |
| McGuire Capital Advisors Inc | 106 | $9.77K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 107 | $9.86K | 0.00% | +9+9.2% | Added |