| Coston, McIsaac & Partners | 55 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 45 | $0 | 0.00% | +45 | New |
| Measured Wealth Private Client Group, LLC | 0 | $5 | 0.00% | 0 | New |
| Anchor Investment Management, LLC | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 2 | $36 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 3 | $43 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $49 | 0.00% | +1+50.0% | Added |
| Accredited Wealth Management, LLC | 390 | $65 | 0.00% | +390 | New |
| Bernard Wealth Management Corp. | 6 | $97 | 0.00% | 00.0% | Unchanged |
| Guerra Advisors Inc | 19 | $306 | 0.00% | +19 | New |
| Private Wealth Management Group, LLC | 20 | $322 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 31 | $499 | 0.00% | −69−69.0% | Reduced |
| TD Private Client Wealth LLC | 39 | $627 | 0.00% | +39 | New |
| Proathlete Wealth Management LLC | 40 | $643 | 0.00% | +14+53.8% | Added |
| ORG Partners LLC | 40 | $643 | 0.00% | +40 | New |
| SWAN Capital LLC | 48 | $772 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $804 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 50 | $804 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 56 | $900 | 0.00% | +6+12.0% | Added |
| New England Capital Financial Advisors LLC | 70 | $1.13K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 75 | $1.21K | 0.00% | +28+59.6% | Added |
| Bare Financial Services, Inc | 89 | $1.43K | 0.00% | +34+61.8% | Added |
| Vermillion Wealth Management, Inc. | 91 | $1.46K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $1.61K | 0.00% | −1,000−90.9% | Reduced |
| Tradewinds Capital Management, LLC | 100 | $1.61K | 0.00% | −620−86.1% | Reduced |
| Atlantic Union Bankshares Corp | 100 | $1.61K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 100 | $1.61K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 100 | $1.61K | 0.00% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 100 | $1.61K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 100 | $1.61K | 0.00% | +100 | New |
| Kings Path Partners LLC | 100 | $1.61K | 0.00% | +100 | New |
| Archer Investment Corp | 102 | $1.64K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 115 | $1.85K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 117 | $1.88K | 0.00% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 124 | $1.99K | 0.00% | +24+24.0% | Added |
| FNY Investment Advisers, LLC | 138 | $2.00K | 0.00% | −2,536−94.8% | Reduced |
| Painted Porch Advisors LLC | 145 | $2.33K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 150 | $2.41K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 150 | $2.41K | 0.00% | +150 | New |
| Koesten, Hirschmann & Crabtree, INC. | 150 | $2.41K | 0.00% | +150 | New |
| Wealth Watch Advisors, INC | 161 | $2.59K | 0.00% | +161 | New |
| Wealthspire Advisors, LLC | 164 | $2.64K | 0.00% | +164 | New |
| Smartleaf Asset Management LLC | 199 | $3.12K | 0.00% | +118+145.7% | Added |
| Inlight Wealth Management, LLC | 200 | $3.22K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 200 | $3.22K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 200 | $3.22K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 200 | $3.22K | 0.00% | +200 | New |
| Mark Sheptoff Financial Planning, LLC | 200 | $3.22K | 0.00% | +200 | New |
| Cedar Mountain Advisors, LLC | 210 | $3.38K | 0.00% | +210 | New |
| Quarry LP | 211 | $3.39K | 0.00% | +195+1,218.8% | Added |
| Family Legacy Financial Solutions, LLC | 250 | $4.02K | 0.00% | −99−28.4% | Reduced |
| AdvisorNet Financial, Inc | 250 | $4.02K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 250 | $4.02K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 264 | $4.25K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 277 | $4.46K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 292 | $4.69K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 300 | $4.82K | 0.00% | +300 | New |
| Roble, Belko & Company, Inc | 326 | $5.00K | 0.00% | +38+13.2% | Added |
| Salem Investment Counselors Inc | 321 | $5.16K | 0.00% | −114−26.2% | Reduced |
| Groupe la Francaise | 400 | $5.34K | 0.00% | +400 | New |
| Legacy Wealth Managment, LLC | 336 | $5.40K | 0.00% | +336 | New |
| Princeton Global Asset Management LLC | 350 | $5.63K | 0.00% | −250−41.7% | Reduced |
| Quaker Wealth Management, LLC | 353 | $5.68K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 380 | $6.11K | 0.00% | +230+153.3% | Added |
| Islay Capital Management, LLC | 400 | $6.43K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 400 | $6.43K | 0.00% | +200+100.0% | Added |
| Root Financial Partners, LLC | 400 | $6.43K | 0.00% | +400 | New |
| TD Capital Management LLC | 403 | $6.48K | 0.00% | +267+196.3% | Added |
| Versant Capital Management, Inc | 422 | $6.79K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 500 | $8.04K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 500 | $8.04K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 500 | $8.04K | 0.00% | +500 | New |
| Nemes Rush Group LLC | 514 | $8.27K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 583 | $9.38K | 0.00% | −105−15.3% | Reduced |
| Rise Advisors, LLC | 591 | $9.50K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 629 | $10.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 655 | $10.5K | 0.00% | +655 | New |
| GoalVest Advisory LLC | 710 | $11.4K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 720 | $11.6K | 0.01% | +230+46.9% | Added |
| Financially Speaking Inc | 750 | $12.1K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 819 | $13.0K | 0.00% | +371+82.8% | Added |
| Toth Financial Advisory Corp | 822 | $13.2K | 0.00% | +29+3.7% | Added |
| Fourth Dimension Wealth, LLC | 850 | $13.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 861 | $14.0K | 0.01% | −1−0.1% | Reduced |
| Sterling Capital Management LLC | 888 | $14.3K | 0.00% | +3+0.3% | Added |
| Valley National Advisers Inc | 950 | $15.0K | 0.00% | −350−26.9% | Reduced |
| Eukles Asset Management | 1,000 | $16.1K | 0.01% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 1,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 1,000 | $16.1K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 1,000 | $16.1K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,000 | $16.1K | 0.00% | +1,000 | New |
| JPL Wealth Management, LLC | 1,000 | $16.1K | 0.00% | +1,000 | New |
| Dogwood Wealth Management LLC | 1,015 | $16.3K | 0.01% | −1,544−60.3% | Reduced |
| Murphy & Mullick Capital Management Corp | 1,000 | $16.8K | 0.01% | +400+66.7% | Added |
| EverSource Wealth Advisors, LLC | 1,075 | $17.3K | 0.00% | +427+65.9% | Added |
| LRI Investments, LLC | 1,225 | $19.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,250 | $20.1K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,287 | $20.7K | 0.00% | +76+6.3% | Added |
| City State Bank | 1,300 | $20.9K | 0.01% | 00.0% | Unchanged |