| Manchester Capital Management LLC | 1 | $148 | 0.00% | +1 | New |
| Bear Mountain Capital, Inc. | 3 | $440 | 0.00% | +3 | New |
| Millstone Evans Group, LLC | 3 | $442 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 4 | $590 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $593 | 0.00% | +4 | New |
| North Star Investment Management Corp. | 8 | $1.18K | 0.00% | +8 | New |
| Stone House Investment Management, LLC | 8 | $1.18K | 0.00% | +8 | New |
| Caitlin John, LLC | 9 | $1.33K | 0.00% | +9 | New |
| ORG Partners LLC | 10 | $1.47K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 16 | $2.36K | 0.00% | −16−50.0% | Reduced |
| New England Capital Financial Advisors LLC | 17 | $2.50K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 19 | $2.80K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 20 | $2.95K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 21 | $3.09K | 0.00% | +5+31.3% | Added |
| LRI Investments, LLC | 22 | $3.21K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 22 | $3.24K | 0.00% | +3+15.8% | Added |
| Copeland Capital Management, LLC | 23 | $3.39K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 23 | $3.39K | 0.00% | +23 | New |
| Maryland Capital Advisors Inc. | 25 | $3.68K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 25 | $3.68K | 0.00% | +25 | New |
| Private Wealth Asset Management, LLC | 26 | $3.83K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 27 | $3.98K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 33 | $4.86K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 33 | $4.86K | 0.00% | +33 | New |
| Clean Yield Group | 39 | $5.75K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 39 | $5.75K | 0.00% | +39 | New |
| Front Row Advisors LLC | 40 | $5.89K | 0.00% | +40 | New |
| South State Corp. | 47 | $6.92K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 57 | $8.40K | 0.00% | +57 | New |
| Guerra Advisors Inc | 58 | $8.54K | 0.00% | +58 | New |
| Rossby Financial, LCC | 60 | $8.83K | 0.00% | +12+25.0% | Added |
| Pacific Center for Financial Services | 60 | $8.84K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 64 | $9.43K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $9.58K | 0.00% | +4+6.6% | Added |
| Clear Investment Research, LLC | 67 | $9.87K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 68 | $10.0K | 0.00% | +68 | New |
| High Note Wealth, LLC | 69 | $10.2K | 0.00% | +64+1,280.0% | Added |
| Country Trust Bank | 71 | $10.5K | 0.00% | +43+153.6% | Added |
| Glen Eagle Advisors, LLC | 74 | $10.9K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 80 | $11.8K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 87 | $12.0K | 0.00% | −27−23.7% | Reduced |
| Root Financial Partners, LLC | 85 | $12.5K | 0.00% | +85 | New |
| Fairman Group, LLC | 85 | $12.5K | 0.01% | +85 | New |
| MCF Advisors LLC | 90 | $13.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 93 | $13.7K | 0.00% | −150−61.7% | Reduced |
| Quarry LP | 94 | $13.8K | 0.00% | +94 | New |
| Key Financial Inc | 100 | $14.7K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $14.7K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 113 | $16.6K | 0.07% | −42−27.1% | Reduced |
| Wolff Wiese Magana LLC | 113 | $16.6K | 0.01% | +38+50.7% | Added |
| Highline Wealth Partners LLC | 118 | $17.4K | 0.00% | +19+19.2% | Added |
| Bare Financial Services, Inc | 119 | $17.5K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 126 | $18.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 129 | $19.0K | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 130 | $19.2K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 133 | $19.6K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 134 | $19.7K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 144 | $21.2K | 0.00% | +144 | New |
| Zions Bancorporation, National Association | 148 | $21.8K | 0.00% | −27−15.4% | Reduced |
| JNBA Financial Advisors | 160 | $23.6K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 160 | $23.6K | 0.07% | 00.0% | Unchanged |
| Hollencrest Capital Management | 184 | $27.1K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 186 | $27.4K | 0.00% | +186 | New |
| Toth Financial Advisory Corp | 200 | $29.5K | 0.00% | +200 | New |
| Missouri Trust & Investment Co | 201 | $29.7K | 0.01% | +1+0.5% | Added |
| Concord Wealth Partners | 207 | $30.5K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 210 | $30.9K | 0.01% | +210 | New |
| Salomon & Ludwin, LLC | 234 | $34.4K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 250 | $36.8K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 255 | $37.6K | 0.00% | +255 | New |
| Optimum Investment Advisors | 265 | $39.0K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 271 | $39.9K | 0.00% | +138+103.8% | Added |
| Capital Analysts, LLC | 268 | $40.0K | 0.00% | +2+0.8% | Added |
| Essential Partners LLC | 279 | $41.1K | 0.01% | +279 | New |
| Delta Asset Management LLC | 285 | $42.0K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 300 | $44.2K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 300 | $44.2K | 0.00% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 300 | $44.2K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 301 | $44.4K | 0.01% | +2+0.7% | Added |
| Crews Bank & Trust | 302 | $44.5K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 159 | $45.4K | 0.01% | −17−9.7% | Reduced |
| Eastern Bank | 313 | $46.1K | 0.00% | −470−60.0% | Reduced |
| Park Place Capital Corp | 344 | $50.7K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 345 | $50.8K | 0.01% | 00.0% | Unchanged |
| Roxbury Financial LLC | 347 | $51.1K | 0.05% | +8+2.4% | Added |
| Caldwell Sutter Capital, Inc. | 375 | $55.2K | 0.02% | 00.0% | Unchanged |
| HM Payson & Co | 376 | $55.4K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 397 | $58.5K | 0.04% | +203+104.6% | Added |
| Nisa Investment Advisors, LLC | 400 | $58.9K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 404 | $60.0K | 0.01% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 410 | $60.4K | 0.01% | +410 | New |
| Murphy & Mullick Capital Management Corp | 413 | $60.8K | 0.05% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 425 | $62.0K | 0.02% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 421 | $62.0K | 0.00% | −202−32.4% | Reduced |
| Financial Management Professionals, Inc. | 437 | $64.4K | 0.01% | +3+0.7% | Added |
| JFS Wealth Advisors, LLC | 442 | $65.1K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 460 | $67.8K | 0.00% | 00.0% | Unchanged |
| Sienna Gestion | 545 | $73.3K | 0.01% | 00.0% | Unchanged |
| NBT Bank N A | 500 | $73.7K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 500 | $73.7K | 0.00% | 00.0% | Unchanged |