| Abound Wealth Management | 76 | $20.7K | 0.00% | −133−63.6% | Reduced |
| IMG Wealth Management, Inc. | 76 | $20.7K | 0.01% | +12+18.8% | Added |
| LifeSteps Financial, Inc. | 76 | $20.7K | 0.01% | +76 | New |
| Essential Partners LLC | 75 | $20.4K | 0.01% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 73 | $20.0K | 0.01% | +73 | New |
| Triumph Capital Management | 72 | $19.7K | 0.00% | +20+38.5% | Added |
| Smallwood Wealth Investment Management, LLC | 72 | $19.6K | 0.01% | −7−8.9% | Reduced |
| Hughes Financial Services, LLC | 72 | $19.6K | 0.00% | +22+44.0% | Added |
| Battery Global Advisors, LLC | 71 | $19.2K | 0.01% | +1+1.4% | Added |
| Old Point Trust & Financial Services N A | 67 | $18.2K | 0.01% | +60+857.1% | Added |
| Golden State Equity Partners | 66 | $18.0K | 0.05% | −8,427−99.2% | Reduced |
| Downshift Financial, LLC | 66 | $17.9K | 0.01% | +66 | New |
| Aspect Partners, LLC | 64 | $17.4K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 61 | $17.0K | 0.00% | +14+29.8% | Added |
| Kilter Group LLC | 59 | $16.0K | 0.01% | +7+13.5% | Added |
| Principia Wealth Advisory, LLC | 56 | $15.2K | 0.01% | +17+43.6% | Added |
| Highland Investment Advisors LLC | 53 | $14.5K | 0.01% | +53 | New |
| MJT & Associates Financial Advisory Group, Inc. | 53 | $14.4K | 0.01% | +22+71.0% | Added |
| Napier Financial, LLC | 50 | $13.6K | 0.00% | −6−10.7% | Reduced |
| Mosley Wealth Management | 49 | $13.4K | 0.00% | −62−55.9% | Reduced |
| WestEnd Advisors, LLC | 48 | $13.1K | 0.00% | +48 | New |
| Penserra Capital Management LLC | 51 | $13.0K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 46 | $12.8K | 0.00% | −1−2.1% | Reduced |
| Quest 10 Wealth Builders, Inc. | 46 | $12.5K | 0.01% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 46 | $12.5K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 44 | $12.0K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 43 | $11.7K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 42 | $11.4K | 0.01% | −648−93.9% | Reduced |
| Tripletail Wealth Management, LLC | 39 | $11.0K | 0.01% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 39 | $10.6K | 0.00% | −10−20.4% | Reduced |
| Fourth Dimension Wealth, LLC | 38 | $10.3K | 0.00% | +10+35.7% | Added |
| Noble Wealth Management PBC | 37 | $10.1K | 0.00% | +7+23.3% | Added |
| Planning Strategies Inc. | 36 | $9.79K | 0.01% | +36 | New |
| Essex Investment Management Co LLC | 35 | $9.52K | 0.00% | 00.0% | Unchanged |
| Virginia Estate & Retirement Planning Advisors Inc. | 35 | $9.52K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 35 | $9.52K | 0.00% | +35 | New |
| Boyd Watterson Asset Management LLC | 33 | $8.98K | 0.00% | −35−51.5% | Reduced |
| Phillip James Consulting Co. | 33 | $8.98K | 0.01% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 30 | $8.81K | 0.00% | −60−66.7% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 32 | $8.71K | 0.00% | +32 | New |
| Imprint Wealth LLC | 32 | $8.70K | 0.04% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 32 | $8.70K | 0.01% | 00.0% | Unchanged |
| Bard Associates Inc | 32 | $8.70K | 0.00% | +16+100.0% | Added |
| Strengthening Families & Communities, LLC | 32 | $8.62K | 0.00% | +6+23.1% | Added |
| Peterson Wealth Management | 31 | $8.49K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 31 | $8.43K | 0.00% | −1−3.1% | Reduced |
| United Financial Planning Group LLC | 31 | $8.43K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 30 | $8.16K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 30 | $8.16K | 0.00% | +10+50.0% | Added |
| Activest Wealth Management | 30 | $8.16K | 0.00% | +30 | New |
| Winch Advisory Services, LLC | 29 | $7.93K | 0.00% | +29 | New |
| Caitlin John, LLC | 28 | $7.70K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 28 | $7.62K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 28 | $7.62K | 0.00% | +16+133.3% | Added |
| Proffitt & Goodson Inc | 28 | $7.62K | 0.00% | +28 | New |
| Compass Financial Management LLC | 25 | $6.80K | 0.00% | +25 | New |
| Park Square Financial Group, LLC | 24 | $6.53K | 0.06% | +24 | New |
| PFS Partners, LLC | 24 | $6.40K | 0.00% | +1+4.3% | Added |
| 1620 Investment Advisors, Inc. | 22 | $5.98K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 22 | $5.98K | 0.01% | +1+4.8% | Added |
| Allied Private Wealth LLC | 21 | $5.90K | 0.00% | +21 | New |
| Turim 21 Investimentos Ltda. | 21 | $5.71K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 21 | $5.71K | 0.00% | +15+250.0% | Added |
| Community Financial Services Group, LLC | 19 | $5.28K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 19 | $5.17K | 0.00% | 00.0% | Unchanged |
| Aventus Investment Advisors, Inc. | 18 | $4.90K | 0.00% | +18 | New |
| Fedenia Advisers LLC | 17 | $4.62K | 0.00% | +17 | New |
| Retirement Wealth Solutions LLC | 15 | $4.08K | 0.00% | +4+36.4% | Added |
| Harborfront Financial Group LLC | 14 | $3.91K | 0.01% | +14 | New |
| Buck Wealth Strategies, LLC | 14 | $3.81K | 0.00% | +14 | New |
| PayPay Securities Corp | 13 | $3.54K | 0.13% | −1−7.1% | Reduced |
| Quaker Wealth Management, LLC | 12 | $3.26K | 0.00% | −90−88.2% | Reduced |
| Sunrise Financial Services, LLC | 12 | $3.26K | 0.00% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 11 | $3.01K | 0.00% | −967−98.9% | Reduced |
| Strive Financial Group ,LLC | 11 | $2.99K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 10 | $2.72K | 0.00% | +10 | New |
| Fiduciary Advisors, Inc. | 10 | $2.72K | 0.00% | +10 | New |
| Oakmont Advisory Group, LLC | 10 | $2.65K | 0.00% | +10 | New |
| Navigoe, LLC | 9 | $2.00K | 0.00% | +9 | New |
| Stone House Investment Management, LLC | 7 | $1.90K | 0.00% | +2+40.0% | Added |
| Seneschal Advisors, LLC | 6 | $1.63K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 5 | $1.42K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 4 | $1.09K | 0.00% | −20−83.3% | Reduced |
| GoalVest Advisory LLC | 4 | $1.09K | 0.00% | +4 | New |
| Cherry Tree Wealth Management, LLC | 4 | $952 | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 3 | $939 | 0.00% | −6−66.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 3 | $887 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $816 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $544 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 2 | $544 | 0.00% | +2 | New |
| Trifecta Capital Advisors, LLC | 2 | $544 | 0.00% | +2 | New |
| Hurley Capital, LLC | 1 | $273 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 1 | $272 | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 1 | $272 | 0.00% | 00.0% | Unchanged |
| ATLAS Infrastructure Partners (UK) Ltd. | 0 | $0 | 0.00% | −1,015,731−100.0% | Sold out |
| Harvard Management Co Inc | 0 | $0 | 0.00% | −634,376−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −85,071−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −66,008−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −54,003−100.0% | Sold out |