| Principia Wealth Advisory, LLC | 1 | $96 | 0.00% | −1−50.0% | Reduced |
| Rakuten Securities, Inc. | 1 | $96 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $96 | 0.00% | +1 | New |
| Winch Advisory Services, LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 1 | $112 | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 2 | $193 | 0.00% | −989−99.8% | Reduced |
| Quaker Wealth Management, LLC | 2 | $193 | 0.00% | −1−33.3% | Reduced |
| Financial Perspectives, Inc | 2 | $193 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $193 | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 2 | $193 | 0.00% | +2 | New |
| Cornerstone Planning Group LLC | 2 | $194 | 0.00% | +2 | New |
| BFSG, LLC | 3 | $269 | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 3 | $289 | 0.00% | +3 | New |
| Curio Wealth, LLC | 3 | $289 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $386 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $398 | 0.00% | −2−33.3% | Reduced |
| Wilkerson Advisory Group LLC | 5 | $512 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 6 | $579 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 6 | $579 | 0.00% | +6 | New |
| Highline Wealth Partners LLC | 6 | $579 | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 7 | $675 | 0.00% | −3−30.0% | Reduced |
| HFM Investment Advisors, LLC | 7 | $675 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 7 | $675 | 0.00% | +1+16.7% | Added |
| CWM Advisors, LLC | 7 | $697 | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 8 | $772 | 0.00% | +8 | New |
| SHP Wealth Management | 9 | $854 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 9 | $868 | 0.00% | −3,023−99.7% | Reduced |
| Entrust Financial LLC | 9 | $868 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 9 | $868 | 0.00% | +9 | New |
| Arlington Trust Co LLC | 9 | $868 | 0.00% | +9 | New |
| Bradley & Co. Private Wealth Management, LLC | 10 | $964 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 10 | $964 | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $964 | 0.00% | 00.0% | Unchanged |
| Barnes Dennig Private Wealth Management LLC | 10 | $964 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 10 | $965 | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $972 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 10 | $998 | 0.00% | +9+900.0% | Added |
| Coston, McIsaac & Partners | 16 | $1.00K | 0.00% | −2−11.1% | Reduced |
| McGuire Capital Advisors Inc | 11 | $1.05K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 11 | $1.06K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 11 | $1.06K | 0.00% | +11 | New |
| Boyd Watterson Asset Management LLC | 12 | $1.16K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 12 | $1.16K | 0.00% | −138−92.0% | Reduced |
| First Command Advisory Services, Inc. | 13 | $1.25K | 0.00% | −861−98.5% | Reduced |
| Gilpin Wealth Management, LLC | 14 | $1.35K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 15 | $1.44K | 0.00% | +15 | New |
| Sunbelt Securities, Inc. | 15 | $1.45K | 0.00% | +14+1,400.0% | Added |
| Mascoma Wealth Management LLC | 16 | $1.54K | 0.00% | +4+33.3% | Added |
| Clear Street Markets LLC | 18 | $1.74K | 0.00% | −140−88.6% | Reduced |
| Rialto Wealth Management, LLC | 18 | $1.74K | 0.00% | −3−14.3% | Reduced |
| Clayton Financial Group LLC | 18 | $1.74K | 0.00% | +12+200.0% | Added |
| Cromwell Holdings LLC | 19 | $1.83K | 0.00% | −230−92.4% | Reduced |
| Sittner & Nelson, LLC | 19 | $1.83K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 20 | $1.91K | 0.00% | −19−48.7% | Reduced |
| Edmond de Rothschild Holding S.A. | 20 | $1.93K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 20 | $1.93K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $1.93K | 0.00% | +6+42.9% | Added |
| Harvest Fund Management Co., Ltd | 23 | $2.00K | 0.00% | +23 | New |
| DiNuzzo Private Wealth, Inc. | 21 | $2.03K | 0.00% | +2+10.5% | Added |
| City State Bank | 22 | $2.12K | 0.00% | −1−4.3% | Reduced |
| Westfuller Advisors, LLC | 23 | $2.24K | 0.00% | −27−54.0% | Reduced |
| Bare Financial Services, Inc | 24 | $2.31K | 0.00% | +19+380.0% | Added |
| Fortis Group Advisors, LLC | 26 | $2.51K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 28 | $2.68K | 0.00% | +28 | New |
| Holos Integrated Wealth LLC | 29 | $2.73K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 29 | $2.80K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 30 | $2.89K | 0.00% | +30 | New |
| Atlantic Trust, LLC | 31 | $2.99K | 0.00% | −9−22.5% | Reduced |
| Atlantic Union Bankshares Corp | 32 | $3.10K | 0.00% | +3+10.3% | Added |
| DAGCO, Inc. | 33 | $3.18K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 35 | $3.38K | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 36 | $3.47K | 0.00% | +2+5.9% | Added |
| Spire Wealth Management | 37 | $3.57K | 0.00% | +15+68.2% | Added |
| Addison Advisors LLC | 37 | $3.57K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 38 | $3.67K | 0.00% | +17+81.0% | Added |
| Ares Financial Consulting, LLC | 39 | $3.72K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 40 | $3.86K | 0.00% | +40 | New |
| True Wealth Design, LLC | 41 | $3.96K | 0.00% | −3−6.8% | Reduced |
| Anfield Capital Management, LLC | 43 | $4.15K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 45 | $4.36K | 0.00% | +32+246.2% | Added |
| Bellevue Asset Management, LLC | 46 | $4.46K | 0.00% | +1+2.2% | Added |
| Manchester Capital Management LLC | 48 | $4.63K | 0.00% | +17+54.8% | Added |
| Glass Jacobson Investment Advisors llc | 50 | $4.82K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 51 | $4.92K | 0.00% | +46+920.0% | Added |
| Horizon Financial Services, LLC | 52 | $5.01K | 0.00% | +16+44.4% | Added |
| Signature Equity Partners, LLC | 53 | $5.15K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 55 | $5.30K | 0.00% | +48+685.7% | Added |
| Financial Avengers, Inc. | 58 | $5.56K | 0.00% | +1+1.8% | Added |
| Boreal Capital Management LLC | 59 | $5.69K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 61 | $5.88K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 60 | $6.00K | 0.00% | −44−42.3% | Reduced |
| Ogorek Anthony Joseph | 72 | $6.00K | 0.00% | +8+12.5% | Added |
| Meramec Financial Planners, LLC | 69 | $6.63K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 73 | $7.04K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 77 | $7.43K | 0.01% | +77 | New |
| TD Private Client Wealth LLC | 79 | $7.62K | 0.00% | +2+2.6% | Added |
| MV Capital Management, Inc. | 80 | $7.72K | 0.00% | +1+1.3% | Added |
| HighMark Wealth Management LLC | 81 | $7.81K | 0.00% | +49+153.1% | Added |
| Capital Analysts, LLC | 86 | $8.00K | 0.00% | +86 | New |
| Keating Financial Advisory Services, Inc. | 83 | $8.01K | 0.00% | +54+186.2% | Added |