| Raleigh Capital Management Inc. | 0 | $42 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 1 | $205 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $205 | 0.00% | +1 | New |
| SHP Wealth Management | 2 | $409 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $410 | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 3 | $614 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $615 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $615 | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $729 | 0.00% | +1+33.3% | Added |
| Larson Financial Group LLC | 4 | $743 | 0.00% | −3−42.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 4 | $818 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 4 | $819 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $819 | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 4 | $819 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 4 | $907 | 0.00% | +4 | New |
| Avion Wealth | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 5 | $1.02K | 0.00% | +1+25.0% | Added |
| Zions Bancorporation, National Association | 5 | $1.02K | 0.00% | +5 | New |
| Strategic Wealth Partners, Ltd. | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 6 | $1.23K | 0.00% | +6 | New |
| Twin Peaks Wealth Advisors, LLC | 6 | $1.23K | 0.00% | +6 | New |
| Quest 10 Wealth Builders, Inc. | 6 | $1.23K | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 7 | $1.43K | 0.00% | +2+40.0% | Added |
| Prestige Wealth Management Group LLC | 7 | $1.43K | 0.00% | +1+16.7% | Added |
| Huntington National Bank | 7 | $1.43K | 0.00% | +6+600.0% | Added |
| Atlantic Union Bankshares Corp | 7 | $1.43K | 0.00% | +7 | New |
| Bogart Wealth, LLC | 7 | $1.43K | 0.00% | +7 | New |
| Manchester Capital Management LLC | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 9 | $1.84K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $2.05K | 0.00% | +5+100.0% | Added |
| Dunhill Financial, LLC | 10 | $2.21K | 0.00% | +9+900.0% | Added |
| DiNuzzo Private Wealth, Inc. | 11 | $2.25K | 0.00% | +1+10.0% | Added |
| TD Capital Management LLC | 11 | $2.26K | 0.00% | +11 | New |
| Godfrey Financial Associates, Inc. | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 13 | $2.66K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 13 | $2.66K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $2.87K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 14 | $2.87K | 0.00% | +14 | New |
| Bravera Wealth | 15 | $3.07K | 0.00% | −17−53.1% | Reduced |
| Intentional Wealth Strategies, LLC | 15 | $3.07K | 0.00% | +15 | New |
| Brown Brothers Harriman & Co | 16 | $3.27K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 16 | $3.28K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $3.48K | 0.00% | +8+88.9% | Added |
| Addison Advisors LLC | 18 | $3.69K | 0.00% | +12+200.0% | Added |
| Bayban | 19 | $3.89K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 20 | $4.09K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $4.09K | 0.00% | +3+17.6% | Added |
| Torren Management, LLC | 22 | $4.59K | 0.00% | −6−21.4% | Reduced |
| High Note Wealth, LLC | 24 | $4.91K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 24 | $4.91K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 26 | $5.32K | 0.00% | +26 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 26 | $5.32K | 0.00% | +26 | New |
| Essential Partners LLC | 27 | $5.53K | 0.00% | −133−83.1% | Reduced |
| Ameriflex Group, Inc. | 29 | $5.94K | 0.00% | −30−50.8% | Reduced |
| Signature Equity Partners, LLC | 33 | $6.75K | 0.00% | +33 | New |
| PFS Partners, LLC | 33 | $6.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 34 | $6.96K | 0.00% | −1−2.9% | Reduced |
| Whipplewood Advisors, LLC | 37 | $7.57K | 0.00% | +37 | New |
| Westend Capital Management, LLC | 38 | $7.78K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 38 | $7.78K | 0.00% | +35+1,166.7% | Added |
| Financial Consulate, Inc | 39 | $7.98K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 39 | $7.98K | 0.00% | +30+333.3% | Added |
| Cetera Trust Company, N.A | 41 | $8.39K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $8.39K | 0.00% | +3+7.9% | Added |
| Geneos Wealth Management Inc. | 41 | $8.40K | 0.00% | −3−6.8% | Reduced |
| Eurizon Capital SGR S.p.A. | 44 | $8.70K | 0.00% | +44 | New |
| Country Trust Bank | 45 | $9.21K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 47 | $9.62K | 0.01% | +47 | New |
| Rothschild Investment LLC | 52 | $10.6K | 0.00% | +46+766.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54 | $11.1K | 0.00% | −128−70.3% | Reduced |
| MCF Advisors LLC | 60 | $12.3K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 62 | $12.7K | 0.00% | +58+1,450.0% | Added |
| JPL Wealth Management, LLC | 65 | $13.3K | 0.00% | +65 | New |
| Whittier Trust Co | 65 | $13.4K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 71 | $14.5K | 0.01% | +2+2.9% | Added |
| Salomon & Ludwin, LLC | 72 | $14.8K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 73 | $14.9K | 0.00% | −266−78.5% | Reduced |
| Private Trust Co NA | 74 | $15.1K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 74 | $15.1K | 0.00% | +17+29.8% | Added |
| Accordant Advisory Group Inc | 78 | $16.0K | 0.01% | +78 | New |
| Keating Financial Advisory Services, Inc. | 90 | $18.4K | 0.00% | +8+9.8% | Added |
| WPG Advisers, LLC | 91 | $18.6K | 0.01% | −6−6.2% | Reduced |
| Sittner & Nelson, LLC | 100 | $20.5K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 101 | $20.7K | 0.06% | +101 | New |
| Contravisory Investment Management, Inc. | 105 | $21.5K | 0.00% | −7−6.3% | Reduced |
| Grove Bank & Trust | 107 | $21.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 107 | $21.9K | 0.00% | +2+1.9% | Added |
| Massmutual Trust Co FSB | 117 | $24.0K | 0.00% | +2+1.7% | Added |
| Clearstead Advisors, LLC | 117 | $24.0K | 0.00% | −143−55.0% | Reduced |
| Private Wealth Management Group, LLC | 118 | $24.2K | 0.01% | −2−1.7% | Reduced |
| 1 North Wealth Services LLC | 118 | $24.2K | 0.01% | 00.0% | Unchanged |
| Rossby Financial, LCC | 117 | $24.2K | 0.01% | +55+88.7% | Added |
| Cedar Mountain Advisors, LLC | 137 | $28.0K | 0.01% | +115+522.7% | Added |
| Steward Partners Investment Advisory, LLC | 139 | $28.5K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 142 | $29.1K | 0.00% | −9−6.0% | Reduced |
| Community Financial Services Group, LLC | 146 | $30.2K | 0.01% | +146 | New |
| SRS Capital Advisors, Inc. | 157 | $32.1K | 0.00% | −22−12.3% | Reduced |