| Coston, McIsaac & Partners | 55 | $0 | 0.00% | +55 | New |
| Curio Wealth, LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $22 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2 | $24 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 3 | $29 | 0.00% | −1−25.0% | Reduced |
| Bernard Wealth Management Corp. | 6 | $65 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 8 | $86 | 0.00% | −16−66.7% | Reduced |
| Crewe Advisors LLC | 8 | $86 | 0.00% | 00.0% | Unchanged |
| Quarry LP | 16 | $172 | 0.00% | −5,256−99.7% | Reduced |
| Private Wealth Management Group, LLC | 20 | $215 | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 26 | $278 | 0.00% | +5+23.8% | Added |
| GeoWealth Management, LLC | 32 | $343 | 0.00% | +32 | New |
| Plante Moran Financial Advisors, LLC | 40 | $429 | 0.00% | +40 | New |
| North Star Investment Management Corp. | 47 | $504 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 48 | $515 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 49 | $526 | 0.00% | +49 | New |
| Westside Investment Management, Inc. | 50 | $537 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 50 | $537 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $537 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $537 | 0.00% | +50 | New |
| Tidemark, LLC | 54 | $579 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 55 | $590 | 0.00% | +55 | New |
| New England Capital Financial Advisors LLC | 70 | $752 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 81 | $796 | 0.00% | +81 | New |
| Federated Hermes, Inc. | 90 | $966 | 0.00% | −616−87.3% | Reduced |
| Vermillion Wealth Management, Inc. | 91 | $976 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 100 | $1.07K | 0.00% | −101−50.2% | Reduced |
| Miller Wealth Advisors, LLC | 100 | $1.07K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 100 | $1.07K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 100 | $1.07K | 0.00% | +100 | New |
| Mount Yale Investment Advisors, LLC | 100 | $1.07K | 0.00% | +100 | New |
| MTM Investment Management, LLC | 100 | $1.07K | 0.00% | +100 | New |
| Chung Wu Investment Group, LLC | 100 | $1.07K | 0.00% | +100 | New |
| Archer Investment Corp | 102 | $1.09K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 115 | $1.23K | 0.00% | −6−5.0% | Reduced |
| Sittner & Nelson, LLC | 117 | $1.25K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 136 | $1.46K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 145 | $1.56K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 150 | $1.61K | 0.00% | −1,600−91.4% | Reduced |
| Aspect Partners, LLC | 150 | $1.61K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 200 | $1.98K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $2.15K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 200 | $2.15K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 200 | $2.15K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $2.15K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 200 | $2.15K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 250 | $2.62K | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 246 | $2.64K | 0.00% | +117+90.7% | Added |
| AdvisorNet Financial, Inc | 250 | $2.68K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 250 | $2.68K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 264 | $2.83K | 0.00% | +264 | New |
| Park Square Financial Group, LLC | 274 | $2.94K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 277 | $2.97K | 0.00% | −120−30.2% | Reduced |
| Roble, Belko & Company, Inc | 288 | $3.00K | 0.00% | +10+3.6% | Added |
| Colonial Trust Advisors | 292 | $3.13K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 300 | $3.22K | 0.00% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 349 | $3.74K | 0.00% | +349 | New |
| Quaker Wealth Management, LLC | 353 | $3.79K | 0.00% | +353 | New |
| Oliver Lagore Vanvalin Investment Group | 505 | $4.10K | 0.00% | +505 | New |
| Delta Asset Management LLC | 400 | $4.29K | 0.00% | −300−42.9% | Reduced |
| Islay Capital Management, LLC | 400 | $4.29K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 422 | $4.53K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 435 | $4.67K | 0.00% | +435 | New |
| Bessemer Group Inc | 448 | $5.00K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 467 | $5.01K | 0.00% | +10+2.2% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 490 | $5.26K | 0.01% | +370+308.3% | Added |
| Optimum Investment Advisors | 500 | $5.37K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 500 | $5.37K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 514 | $5.51K | 0.00% | +240+87.6% | Added |
| Rise Advisors, LLC | 591 | $6.34K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 600 | $6.40K | 0.01% | +100+20.0% | Added |
| Princeton Global Asset Management LLC | 600 | $6.44K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 625 | $6.71K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 629 | $6.75K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 648 | $6.95K | 0.00% | +312+92.9% | Added |
| Rothschild Investment LLC | 688 | $7.38K | 0.00% | +268+63.8% | Added |
| GoalVest Advisory LLC | 710 | $7.62K | 0.00% | +710 | New |
| Tradewinds Capital Management, LLC | 720 | $7.73K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 750 | $8.05K | 0.01% | +750 | New |
| Toth Financial Advisory Corp | 793 | $8.51K | 0.00% | +522+192.6% | Added |
| Bogart Wealth, LLC | 825 | $8.85K | 0.00% | +5+0.6% | Added |
| Covestor Ltd | 862 | $9.00K | 0.01% | −3−0.3% | Reduced |
| Fourth Dimension Wealth, LLC | 850 | $9.12K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 885 | $9.50K | 0.00% | +541+157.3% | Added |
| Morse Asset Management, Inc | 1,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 1,000 | $10.7K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,000 | $10.7K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1,000 | $10.7K | 0.00% | +1,000 | New |
| Eukles Asset Management | 1,000 | $10.7K | 0.00% | +1,000 | New |
| WFA of San Diego, LLC | 1,000 | $10.7K | 0.01% | +1,000 | New |
| Armstrong Advisory Group, Inc | 1,100 | $11.8K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 1,122 | $12.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,211 | $13.0K | 0.00% | +76+6.7% | Added |
| Valley National Advisers Inc | 1,300 | $13.0K | 0.00% | +990+319.4% | Added |
| LRI Investments, LLC | 1,225 | $13.1K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,250 | $13.4K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 1,250 | $13.4K | 0.00% | +1,250 | New |
| City State Bank | 1,300 | $13.9K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1,400 | $15.0K | 0.00% | 00.0% | Unchanged |