| Stone House Investment Management, LLC | 5 | $331 | 0.00% | +5 | New |
| Godfrey Financial Associates, Inc. | 9 | $597 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 12 | $795 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 13 | $862 | 0.00% | +13 | New |
| LRI Investments, LLC | 13 | $862 | 0.00% | +13 | New |
| DecisionPoint Financial, LLC | 14 | $919 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 15 | $994 | 0.00% | −1−6.3% | Reduced |
| Fedenia Advisers LLC | 15 | $994 | 0.00% | +15 | New |
| Financial Management Professionals, Inc. | 16 | $1.06K | 0.00% | +16 | New |
| SHP Wealth Management | 17 | $1.13K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 21 | $1.36K | 0.00% | +1+5.0% | Added |
| Sunrise Financial Services, LLC | 22 | $1.46K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 22 | $1.46K | 0.00% | +21+2,100.0% | Added |
| Key Financial Inc | 23 | $1.52K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 26 | $1.72K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 28 | $1.86K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 28 | $1.86K | 0.00% | +28 | New |
| JPL Wealth Management, LLC | 29 | $1.92K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 32 | $2.12K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 34 | $2.25K | 0.00% | −8−19.0% | Reduced |
| Triumph Capital Management | 34 | $2.25K | 0.00% | +1+3.0% | Added |
| Community Financial Services Group, LLC | 35 | $2.30K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $2.45K | 0.00% | +15+68.2% | Added |
| Lodestone Wealth Management LLC | 43 | $2.85K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 43 | $2.85K | 0.00% | +43 | New |
| Quantbot Technologies LP | 44 | $2.92K | 0.00% | −31,137−99.9% | Reduced |
| West Paces Advisors Inc. | 47 | $3.12K | 0.00% | +47 | New |
| Creative Financial Designs Inc | 50 | $3.31K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $3.31K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 58 | $3.85K | 0.00% | +58 | New |
| Action Point Financial Planning, LLC | 61 | $3.98K | 0.00% | +61 | New |
| Penserra Capital Management LLC | 63 | $4.00K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 62 | $4.11K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 63 | $4.21K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 66 | $4.38K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 66 | $4.38K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 67 | $4.45K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 75 | $4.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 81 | $5.00K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 77 | $5.10K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 79 | $5.24K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 82 | $5.44K | 0.00% | −25−23.4% | Reduced |
| LifeSteps Financial, Inc. | 85 | $5.63K | 0.00% | +85 | New |
| CVA Family Office, LLC | 88 | $5.83K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 90 | $5.97K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 92 | $6.10K | 0.00% | +92 | New |
| Salem Investment Counselors Inc | 97 | $6.49K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 104 | $6.89K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 111 | $7.36K | 0.00% | +5+4.7% | Added |
| GHP Investment Advisors, Inc. | 115 | $7.62K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 125 | $8.30K | 0.00% | +37+42.0% | Added |
| True Wealth Design, LLC | 134 | $8.88K | 0.00% | −9−6.3% | Reduced |
| SJS Investment Consulting Inc. | 141 | $9.35K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 141 | $9.35K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 145 | $9.63K | 0.01% | +145 | New |
| Glen Eagle Advisors, LLC | 150 | $9.94K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 153 | $10.1K | 0.00% | −100−39.5% | Reduced |
| Godsey & Gibb Associates | 156 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 156 | $10.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 167 | $11.1K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 183 | $12.1K | 0.00% | +22+13.7% | Added |
| JNBA Financial Advisors | 186 | $12.3K | 0.00% | +30+19.2% | Added |
| Mather Group, LLC. | 188 | $12.4K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 194 | $12.9K | 0.00% | +194 | New |
| Vision Retirement, LLC | 200 | $13.3K | 0.00% | −10−4.8% | Reduced |
| VSM Wealth Advisory, LLC | 200 | $13.3K | 0.00% | 00.0% | Unchanged |
| First National Bank | 200 | $13.3K | 0.01% | +200 | New |
| Institute for Wealth Management, LLC. | 226 | $15.0K | 0.00% | +226 | New |
| Pinnacle Bancorp, Inc. | 250 | $16.6K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 251 | $16.6K | 0.01% | −55−18.0% | Reduced |
| Ameritas Advisory Services, LLC | 251 | $16.7K | 0.00% | +251 | New |
| Buck Wealth Strategies, LLC | 252 | $16.7K | 0.00% | +252 | New |
| Pin Oak Investment Advisors Inc | 260 | $17.0K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 257 | $17.0K | 0.00% | +141+121.6% | Added |
| HHM Wealth Advisors, LLC | 264 | $17.5K | 0.00% | 00.0% | Unchanged |
| Tobam | 189 | $18.0K | 0.00% | +189 | New |
| CGC Financial Services, LLC | 286 | $19.0K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 297 | $19.7K | 0.00% | +297 | New |
| Atlantic Union Bankshares Corp | 300 | $19.9K | 0.00% | −500−62.5% | Reduced |
| Geneos Wealth Management Inc. | 300 | $19.9K | 0.00% | −12−3.8% | Reduced |
| Old Point Trust & Financial Services N A | 300 | $19.9K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 313 | $20.8K | 0.00% | +2+0.6% | Added |
| GeoWealth Management, LLC | 323 | $21.4K | 0.00% | +323 | New |
| Country Trust Bank | 325 | $21.5K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 325 | $21.5K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 338 | $22.4K | 0.01% | +1+0.3% | Added |
| CX Institutional | 350 | $23.0K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 356 | $23.6K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 369 | $24.0K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 400 | $26.5K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 401 | $26.6K | 0.01% | +4+1.0% | Added |
| SBI Securities Co., Ltd. | 406 | $26.9K | 0.00% | +16+4.1% | Added |
| Sterling Capital Management LLC | 420 | $27.8K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 435 | $28.8K | 0.00% | 00.0% | Unchanged |
| American National Bank | 453 | $30.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 458 | $32.0K | 0.00% | +332+263.5% | Added |
| Smallwood Wealth Investment Management, LLC | 485 | $32.2K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 496 | $32.9K | 0.01% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 500 | $33.1K | 0.01% | 00.0% | Unchanged |