| Stone House Investment Management, LLC | 1 | $213 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 1 | $213 | 0.00% | +1 | New |
| Asset Dedication, LLC | 1 | $214 | 0.00% | −186−99.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 1 | $214 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $214 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $214 | 0.00% | +1 | New |
| Darwin Advisors, LLC | 1 | $257 | 0.00% | +1 | New |
| Godfrey Financial Associates, Inc. | 2 | $426 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 2 | $426 | 0.00% | +2 | New |
| Redwood Park Advisors LLC | 2 | $427 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 3 | $639 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $640 | 0.00% | −29−90.6% | Reduced |
| Armstrong Advisory Group, Inc | 3 | $640 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 3 | $641 | 0.00% | +3 | New |
| Basepoint Wealth LLC | 3 | $648 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4 | $852 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 4 | $853 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 4 | $853 | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4 | $853 | 0.00% | +4 | New |
| Navigoe, LLC | 7 | $1.00K | 0.00% | +7 | New |
| BankPlus Trust Department | 6 | $1.28K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 6 | $1.28K | 0.00% | +6 | New |
| Lloyd Advisory Services, LLC. | 6 | $1.28K | 0.00% | +6 | New |
| NBT Bank N A | 8 | $1.71K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 9 | $1.92K | 0.00% | −46−83.6% | Reduced |
| Cranbrook Wealth Management, LLC | 9 | $1.92K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 9 | $1.92K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 9 | $1.92K | 0.00% | +3+50.0% | Added |
| Halbert Hargrove Global Advisors, LLC | 9 | $1.92K | 0.00% | +9 | New |
| Barnes Dennig Private Wealth Management LLC | 9 | $1.92K | 0.00% | +9 | New |
| Clark Wealth Partners | 10 | $2.13K | 0.00% | −6−37.5% | Reduced |
| 1015 Capital Partners, LLC | 10 | $2.13K | 0.00% | −3−23.1% | Reduced |
| YANKCOM Partnership | 10 | $2.13K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 11 | $2.34K | 0.00% | −9−45.0% | Reduced |
| POM Investment Strategies, LLC | 11 | $2.34K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 12 | $2.56K | 0.00% | −13−52.0% | Reduced |
| Investors Research Corp | 12 | $2.56K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 12 | $2.56K | 0.00% | +12 | New |
| Global Trust Asset Management, LLC | 12 | $2.56K | 0.00% | +12 | New |
| Cape Investment Advisory, Inc. | 12 | $2.56K | 0.00% | +12 | New |
| High Note Wealth, LLC | 13 | $2.77K | 0.00% | −10−43.5% | Reduced |
| Hollencrest Capital Management | 13 | $2.77K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 13 | $2.77K | 0.00% | +4+44.4% | Added |
| Marshall Investment Management, LLC | 14 | $2.98K | 0.00% | +14 | New |
| Planning Strategies Inc. | 16 | $3.41K | 0.00% | +16 | New |
| Cassaday & Co Wealth Management LLC | 16 | $3.41K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 17 | $3.62K | 0.00% | −139−89.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 17 | $3.62K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 17 | $3.62K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 17 | $3.62K | 0.00% | +17 | New |
| Tidemark, LLC | 21 | $4.47K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 21 | $4.47K | 0.00% | +21 | New |
| Caldwell Trust Co | 22 | $4.69K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 22 | $4.69K | 0.00% | +4+22.2% | Added |
| Allied Private Wealth LLC | 22 | $4.86K | 0.00% | +22 | New |
| Johnson Financial Group, Inc. | 23 | $4.90K | 0.00% | −125−84.5% | Reduced |
| Kingdom Financial Group LLC. | 23 | $4.93K | 0.00% | +23 | New |
| Penserra Capital Management LLC | 24 | $5.00K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 23 | $5.04K | 0.00% | +22+2,200.0% | Added |
| Investors Portfolio Services LLC | 24 | $5.08K | 0.00% | +10+71.4% | Added |
| Flagship Wealth Advisors, LLC | 24 | $5.11K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 24 | $5.11K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 25 | $5.33K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 25 | $5.37K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 26 | $5.54K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 26 | $5.54K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 26 | $5.54K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 26 | $5.54K | 0.00% | +13+100.0% | Added |
| Caitlin John, LLC | 27 | $5.75K | 0.00% | +27 | New |
| DiNuzzo Private Wealth, Inc. | 27 | $5.75K | 0.00% | +3+12.5% | Added |
| Retirement Wealth Solutions LLC | 28 | $5.95K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 28 | $5.97K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 28 | $5.97K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 30 | $6.00K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 29 | $6.18K | 0.00% | +12+70.6% | Added |
| North Star Investment Management Corp. | 29 | $6.27K | 0.00% | −17−37.0% | Reduced |
| Highline Wealth Partners LLC | 30 | $6.39K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 31 | $6.61K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 33 | $7.03K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 33 | $7.03K | 0.00% | +2+6.5% | Added |
| LRI Investments, LLC | 33 | $7.03K | 0.00% | +9+37.5% | Added |
| Activest Wealth Management | 34 | $7.25K | 0.00% | +11+47.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 35 | $7.46K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 35 | $7.46K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 37 | $7.88K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 37 | $7.88K | 0.01% | −1−2.6% | Reduced |
| Financial Management Professionals, Inc. | 37 | $7.88K | 0.00% | +1+2.8% | Added |
| Y.D. More Investments Ltd | 11,211 | $8.02K | 0.00% | +555+5.2% | Added |
| Aspect Partners, LLC | 38 | $8.10K | 0.00% | −1−2.6% | Reduced |
| Kilter Group LLC | 39 | $8.31K | 0.00% | +17+77.3% | Added |
| Joseph Group Capital Management | 40 | $8.52K | 0.00% | −9−18.4% | Reduced |
| PlanVest Financial, Inc | 40 | $8.52K | 0.01% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 41 | $8.74K | 0.00% | −18−30.5% | Reduced |
| LifeSteps Financial, Inc. | 41 | $8.74K | 0.00% | +41 | New |
| First Command Advisory Services, Inc. | 42 | $8.95K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 43 | $9.16K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 43 | $9.16K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 43 | $9.16K | 0.00% | +9+26.5% | Added |
| Toth Financial Advisory Corp | 45 | $9.59K | 0.00% | −15−25.0% | Reduced |
| Your Advocates Ltd., LLP | 45 | $9.59K | 0.00% | 00.0% | Unchanged |