| Wood Tarver Financial Group, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 2 | $96 | 0.00% | −46−95.8% | Reduced |
| High Note Wealth, LLC | 7 | $380 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 7 | $381 | 0.00% | −73−91.3% | Reduced |
| Richardson Financial Services Inc. | 11 | $598 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 13 | $706 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 15 | $816 | 0.00% | +3+25.0% | Added |
| True Wealth Design, LLC | 19 | $1.03K | 0.00% | +2+11.8% | Added |
| Key Financial Inc | 21 | $1.14K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 27 | $1.47K | 0.00% | +20+285.7% | Added |
| Paladin Advisory Group, LLC | 27 | $1.47K | 0.00% | +27 | New |
| Rossby Financial, LCC | 28 | $1.52K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 35 | $1.90K | 0.00% | +35 | New |
| CX Institutional | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 39 | $2.05K | 0.00% | +22+129.4% | Added |
| Asset Dedication, LLC | 39 | $2.12K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 42 | $2.29K | 0.00% | 00.0% | Unchanged |
| Motco | 47 | $2.44K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 50 | $2.69K | 0.00% | +50 | New |
| Cape Investment Advisory, Inc. | 54 | $2.93K | 0.00% | +54 | New |
| Iron Horse Wealth Management, LLC | 55 | $2.99K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 56 | $3.04K | 0.00% | −396−87.6% | Reduced |
| Arlington Trust Co LLC | 57 | $3.10K | 0.00% | +57 | New |
| Marshall & Sterling Wealth Advisors Inc. | 58 | $3.15K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 58 | $3.15K | 0.00% | +58 | New |
| Wealth Preservation Advisors, LLC | 59 | $3.21K | 0.00% | +59 | New |
| Ancora Advisors, LLC | 61 | $3.31K | 0.00% | +61 | New |
| Pacifica Partners Inc. | 63 | $3.39K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 74 | $4.02K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 77 | $4.18K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 78 | $4.22K | 0.00% | −5−6.0% | Reduced |
| Trust Co of Vermont | 82 | $4.46K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 84 | $4.57K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 85 | $4.62K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 85 | $4.62K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 88 | $4.74K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 98 | $5.33K | 0.00% | +98 | New |
| Retirement Wealth Solutions LLC | 99 | $5.38K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 107 | $5.81K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 112 | $6.09K | 0.00% | +66+143.5% | Added |
| Caldwell Sutter Capital, Inc. | 114 | $6.20K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 117 | $6.36K | 0.00% | +11+10.4% | Added |
| MV Capital Management, Inc. | 127 | $6.90K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 128 | $6.96K | 0.00% | +128 | New |
| Hemington Wealth Management | 144 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 129 | $7.01K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 133 | $7.23K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 136 | $7.39K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 143 | $7.77K | 0.00% | +120+521.7% | Added |
| LRI Investments, LLC | 150 | $8.15K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 162 | $8.80K | 0.00% | +162 | New |
| Hughes Financial Services, LLC | 184 | $8.98K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 172 | $9.35K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 177 | $9.54K | 0.00% | −429−70.8% | Reduced |
| Kestra Investment Management, LLC | 192 | $9.68K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 198 | $10.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 186 | $10.1K | 0.00% | +8+4.5% | Added |
| AdvisorNet Financial, Inc | 191 | $10.4K | 0.00% | −20−9.5% | Reduced |
| GW&K Investment Management, LLC | 223 | $12.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 229 | $12.3K | 0.00% | +229 | New |
| Nisa Investment Advisors, LLC | 240 | $13.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 258 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 327 | $14.9K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 281 | $15.3K | 0.02% | +281 | New |
| Binnacle Investments Inc | 283 | $15.4K | 0.01% | +72+34.1% | Added |
| Golden State Wealth Management, LLC | 294 | $16.0K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 295 | $16.0K | 0.02% | +256+656.4% | Added |
| Financial Management Professionals, Inc. | 328 | $17.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 332 | $18.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 366 | $19.0K | 0.00% | −127−25.8% | Reduced |
| Bellwether Advisors, LLC | 353 | $19.2K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 363 | $19.7K | 0.00% | +363 | New |
| Beacon Capital Management, LLC | 364 | $19.8K | 0.00% | +4+1.1% | Added |
| TD Capital Management LLC | 377 | $20.5K | 0.00% | +277+277.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 379 | $20.6K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 406 | $22.1K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 425 | $23.0K | 0.00% | −117−21.6% | Reduced |
| Capital Analysts, LLC | 446 | $24.0K | 0.00% | −76−14.6% | Reduced |
| Bruce G. Allen Investments, LLC | 458 | $24.9K | 0.02% | −248−35.1% | Reduced |
| Raffa Wealth Management, LLC | 485 | $26.4K | 0.01% | +221+83.7% | Added |
| Central Trust Co | 529 | $28.7K | 0.00% | −41−7.2% | Reduced |
| UMA Financial Services, Inc. | 539 | $29.3K | 0.00% | +69+14.7% | Added |
| WPG Advisers, LLC | 552 | $30.0K | 0.03% | −4−0.7% | Reduced |
| NewSquare Capital LLC | 566 | $30.8K | 0.00% | +475+522.0% | Added |
| Atlas Capital Advisors LLC | 587 | $31.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 604 | $32.8K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 608 | $33.0K | 0.02% | +303+99.3% | Added |
| Cornerstone Planning Group LLC | 660 | $33.4K | 0.01% | −33−4.8% | Reduced |
| Harbor Asset Planning, Inc. | 676 | $36.7K | 0.04% | +676 | New |
| Mount Yale Investment Advisors, LLC | 708 | $38.5K | 0.00% | +708 | New |
| Twin Peaks Wealth Advisors, LLC | 805 | $38.5K | 0.01% | +805 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 712 | $38.7K | 0.01% | +712 | New |
| Frazier Financial Advisors, LLC | 800 | $43.5K | 0.03% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 947 | $51.5K | 0.04% | 00.0% | Unchanged |
| Hurley Capital, LLC | 1,000 | $54.3K | 0.04% | +1,000 | New |
| Harbour Investments, Inc. | 1,113 | $60.5K | 0.00% | +400+56.1% | Added |
| Indiana Trust & Investment Management CO | 1,126 | $61.2K | 0.02% | −33−2.8% | Reduced |
| Ameritas Advisory Services, LLC | 1,170 | $63.6K | 0.00% | +1,170 | New |
| Horizon Investments, LLC | 1,233 | $66.6K | 0.00% | +158+14.7% | Added |
| Private Trust Co NA | 1,235 | $67.1K | 0.01% | 00.0% | Unchanged |