| DHJJ Financial Advisors, Ltd. | 2 | $21 | 0.00% | +2 | New |
| High Note Wealth, LLC | 4 | $43 | 0.00% | −59−93.7% | Reduced |
| Graney & King, LLC | 10 | $106 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 14 | $147 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 19 | $199 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $249 | 0.00% | −2,164−98.9% | Reduced |
| Wall Street Access Asset Management, LLC | 24 | $252 | 0.00% | +24 | New |
| Bogart Wealth, LLC | 31 | $325 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 37 | $393 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 67 | $702 | 0.00% | +67 | New |
| Bell Investment Advisors, Inc | 73 | $766 | 0.00% | −73−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 83 | $867 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 84 | $880 | 0.00% | +84 | New |
| Frazier Financial Advisors, LLC | 87 | $912 | 0.00% | +87 | New |
| Central Trust Co | 98 | $1.03K | 0.00% | +98 | New |
| Atlantic Edge Private Wealth Management, LLC | 100 | $1.05K | 0.00% | +100 | New |
| Tompkins Financial Corp | 120 | $1.26K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 120 | $1.26K | 0.00% | +120 | New |
| Palisade Asset Management, LLC | 148 | $1.55K | 0.00% | +148 | New |
| St Germain D J Co Inc | 158 | $1.66K | 0.00% | +158 | New |
| Pension & Wealth Management Advisors, Inc. | 162 | $1.71K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 199 | $2.09K | 0.00% | +199 | New |
| Trust Co of Toledo NA | 200 | $2.10K | 0.00% | −300−60.0% | Reduced |
| American Capital Advisory, LLC | 207 | $2.17K | 0.00% | +207 | New |
| Raffa Wealth Management, LLC | 211 | $2.21K | 0.00% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 265 | $2.78K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 266 | $2.79K | 0.00% | +266 | New |
| Asset Dedication, LLC | 278 | $2.91K | 0.00% | +278 | New |
| Private Wealth Asset Management, LLC | 281 | $2.94K | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 281 | $2.94K | 0.00% | +281 | New |
| Wealth Preservation Advisors, LLC | 292 | $3.06K | 0.00% | +292 | New |
| First Command Advisory Services, Inc. | 307 | $3.22K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 318 | $3.33K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 359 | $3.76K | 0.00% | +359 | New |
| Salem Investment Counselors Inc | 366 | $3.84K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 380 | $3.98K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 412 | $4.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 358 | $4.00K | 0.00% | +358 | New |
| Heritage Wealth Advisors | 400 | $4.19K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 425 | $4.45K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 432 | $4.52K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 452 | $4.74K | 0.00% | +452 | New |
| Beaird Harris Wealth Management, LLC | 459 | $4.81K | 0.00% | +123+36.6% | Added |
| Plante Moran Financial Advisors, LLC | 517 | $5.41K | 0.00% | +517 | New |
| Logan Capital Management Inc | 532 | $5.58K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 559 | $5.86K | 0.00% | −15,734−96.6% | Reduced |
| SOA Wealth Advisors, LLC. | 573 | $6.00K | 0.00% | +573 | New |
| JPL Wealth Management, LLC | 577 | $6.05K | 0.00% | +577 | New |
| Montag A & Associates Inc | 591 | $6.19K | 0.00% | +591 | New |
| NBC Securities, Inc. | 593 | $6.21K | 0.00% | +93+18.6% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 600 | $6.29K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 633 | $6.63K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 660 | $6.92K | 0.00% | +660 | New |
| GHP Investment Advisors, Inc. | 661 | $6.93K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 670 | $7.02K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 676 | $7.08K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 743 | $7.79K | 0.00% | +743 | New |
| Brown Brothers Harriman & Co | 772 | $8.09K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 821 | $8.61K | 0.00% | +821 | New |
| Principia Wealth Advisory, LLC | 847 | $8.88K | 0.01% | +538+174.1% | Added |
| Valley National Advisers Inc | 927 | $9.00K | 0.00% | −2,900−75.8% | Reduced |
| Valued Wealth Advisors LLC | 925 | $9.69K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,058 | $11.1K | 0.00% | +1,058 | Added |
| Financial Management Professionals, Inc. | 1,115 | $11.7K | 0.00% | −342−23.5% | Reduced |
| Redmont Wealth Advisors LLC | 1,176 | $12.3K | 0.02% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,202 | $12.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 1,250 | $13.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,292 | $13.5K | 0.00% | +186+16.8% | Added |
| Bare Financial Services, Inc | 1,503 | $15.8K | 0.00% | +551+57.9% | Added |
| Essential Partners LLC | 1,586 | $16.6K | 0.01% | +1,586 | New |
| Albion Financial Group | 1,647 | $17.3K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1,686 | $17.7K | 0.00% | +31+1.9% | Added |
| UMA Financial Services, Inc. | 1,716 | $18.0K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,776 | $18.6K | 0.08% | +209+13.3% | Added |
| Highline Wealth Partners LLC | 1,855 | $19.4K | 0.01% | +131+7.6% | Added |
| FWL Investment Management, LLC | 1,961 | $20.6K | 0.01% | +1,961 | New |
| Boreal Capital Management LLC | 0 | $21.0K | 0.02% | 0 | Unchanged |
| Sachetta, LLC | 2,014 | $21.1K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2,083 | $22.0K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 2,202 | $23.1K | 0.02% | +2,202 | New |
| Rossby Financial, LCC | 2,249 | $23.4K | 0.01% | +181+8.8% | Added |
| Flagship Wealth Advisors, LLC | 2,271 | $23.8K | 0.01% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 2,350 | $24.6K | 0.00% | +2,350 | New |
| Cornerstone Planning Group LLC | 2,431 | $24.9K | 0.00% | +742+43.9% | Added |
| True Wealth Design, LLC | 2,622 | $27.5K | 0.01% | +2,622 | New |
| Spire Wealth Management | 2,663 | $27.9K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,687 | $28.2K | 0.00% | +451+20.2% | Added |
| CoreCap Advisors, LLC | 3,000 | $31.4K | 0.00% | −3,000−50.0% | Reduced |
| Princeton Global Asset Management LLC | 3,000 | $31.4K | 0.01% | +3,000 | New |
| IFP Advisors, Inc | 3,049 | $32.0K | 0.00% | −1,945−38.9% | Reduced |
| Binnacle Investments Inc | 3,227 | $33.8K | 0.02% | +1,582+96.2% | Added |
| Robinswood Financial LLC | 3,376 | $35.4K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 3,500 | $36.7K | 0.00% | +1,500+75.0% | Added |
| Ameritas Advisory Services, LLC | 3,609 | $37.8K | 0.00% | −4,763−56.9% | Reduced |
| Parkside Financial Bank & Trust | 4,018 | $42.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 4,050 | $42.4K | 0.00% | +400+11.0% | Added |
| Dogwood Wealth Management LLC | 4,171 | $43.7K | 0.02% | +429+11.5% | Added |
| Hughes Financial Services, LLC | 4,300 | $45.8K | 0.01% | +4,300 | New |
| Murphy & Mullick Capital Management Corp | 4,550 | $47.7K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 4,729 | $49.6K | 0.00% | −231−4.7% | Reduced |
