| Tounjian Advisory Partners, LLC | 1 | $82 | 0.00% | +1 | New |
| NorthAvenue LLC | 1 | $89 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 1 | $89 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 2 | $178 | 0.00% | −97−98.0% | Reduced |
| 3 Factor Indexing, LLC | 2 | $178 | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 2 | $178 | 0.00% | +2 | New |
| Highland Investment Advisors LLC | 2 | $178 | 0.00% | +2 | New |
| Halbert Hargrove Global Advisors, LLC | 2 | $221 | 0.00% | +2 | New |
| Downshift Financial, LLC | 3 | $266 | 0.00% | +3 | New |
| Beaird Harris Wealth Management, LLC | 3 | $267 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $269 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 4 | $355 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 4 | $356 | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $443 | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 5 | $444 | 0.00% | +5 | New |
| IMA Wealth, Inc. | 5 | $447 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $533 | 0.00% | −6−50.0% | Reduced |
| Trust Co | 6 | $533 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 6 | $533 | 0.00% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 6 | $533 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 6 | $533 | 0.00% | +6 | New |
| Valued Wealth Advisors LLC | 6 | $536 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 7 | $622 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 7 | $622 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 10 | $888 | 0.00% | −55−84.6% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 10 | $894 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $977 | 0.00% | −15−57.7% | Reduced |
| Strategic Investment Solutions, Inc. | 11 | $977 | 0.00% | +11 | New |
| Silicon Valley Capital Partners | 11 | $983 | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 13 | $1.15K | 0.00% | +9+225.0% | Added |
| Glen Eagle Advisors, LLC | 14 | $1.24K | 0.00% | +14 | New |
| Burkett Financial Services, LLC | 14 | $1.29K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 15 | $1.33K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 15 | $1.33K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 15 | $1.33K | 0.00% | +7+87.5% | Added |
| Millstone Evans Group, LLC | 15 | $1.33K | 0.00% | +15 | New |
| Financial Consulate, Inc | 16 | $1.42K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 16 | $1.42K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 16 | $1.42K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 17 | $1.51K | 0.00% | +6+54.5% | Added |
| Valley National Advisers Inc | 18 | $1.60K | 0.00% | −18−50.0% | Reduced |
| Asset Dedication, LLC | 18 | $1.60K | 0.00% | +17+1,700.0% | Added |
| 1015 Capital Partners, LLC | 19 | $1.69K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 20 | $1.78K | 0.00% | −281−93.4% | Reduced |
| J.Safra Asset Management Corp | 20 | $1.78K | 0.00% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 20 | $1.78K | 0.00% | +20 | New |
| Rialto Wealth Management, LLC | 21 | $1.86K | 0.00% | +7+50.0% | Added |
| Clark Wealth Partners | 22 | $1.95K | 0.00% | −25−53.2% | Reduced |
| Signature Equity Partners, LLC | 23 | $2.01K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 23 | $2.04K | 0.00% | −6−20.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 23 | $2.07K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 26 | $2.31K | 0.00% | +26 | New |
| Cassaday & Co Wealth Management LLC | 27 | $2.40K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 27 | $2.40K | 0.00% | +4+17.4% | Added |
| First Command Advisory Services, Inc. | 29 | $2.58K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 30 | $2.66K | 0.00% | −8−21.1% | Reduced |
| Principia Wealth Advisory, LLC | 30 | $2.66K | 0.00% | +4+15.4% | Added |
| Fulcrum Asset Management LLP | 30 | $2.68K | 0.00% | +30 | New |
| Basepoint Wealth LLC | 31 | $2.79K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 32 | $2.84K | 0.00% | +17+113.3% | Added |
| Golden State Equity Partners | 33 | $2.93K | 0.01% | −509−93.9% | Reduced |
| RMG Wealth Management LLC | 33 | $2.94K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 33 | $2.95K | 0.00% | −43−56.6% | Reduced |
| Centerpoint Advisors, LLC | 39 | $3.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 35 | $3.11K | 0.00% | +7+25.0% | Added |
| Caitong International Asset Management Co., Ltd | 35 | $3.11K | 0.00% | +27+337.5% | Added |
| Crewe Advisors LLC | 35 | $3.11K | 0.00% | +35 | New |
| Ancora Advisors, LLC | 36 | $3.20K | 0.00% | −101−73.7% | Reduced |
| Triumph Capital Management | 36 | $3.20K | 0.00% | +9+33.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 39 | $3.46K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 40 | $3.55K | 0.00% | −2−4.8% | Reduced |
| Arlington Trust Co LLC | 44 | $3.91K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 44 | $3.91K | 0.00% | +44 | New |
| McDonald Partners LLC | 46 | $4.08K | 0.00% | +46 | New |
| Aspect Partners, LLC | 47 | $4.17K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 47 | $4.17K | 0.00% | +22+88.0% | Added |
| Burk Holdings LLC | 48 | $4.26K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 50 | $4.44K | 0.00% | +50 | New |
| Hager Investment Management Services, LLC | 50 | $4.44K | 0.00% | +50 | New |
| Financial Management Professionals, Inc. | 51 | $4.55K | 0.00% | +4+8.5% | Added |
| BOK Financial Private Wealth, Inc. | 56 | $5.03K | 0.00% | +56 | Added |
| MidFirst Bank | 57 | $5.06K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 57 | $5.06K | 0.00% | +57 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 57 | $5.10K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 57 | $5.13K | 0.00% | +3+5.6% | Added |
| Armstrong Advisory Group, Inc | 59 | $5.24K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 62 | $5.52K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 63 | $5.63K | 0.00% | +10+18.9% | Added |
| UMA Financial Services, Inc. | 65 | $5.77K | 0.00% | +13+25.0% | Added |
| Fourth Dimension Wealth, LLC | 68 | $6.04K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 69 | $6.13K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 70 | $6.22K | 0.00% | −7−9.1% | Reduced |
| ZRC Wealth Management, LLC | 70 | $6.22K | 0.00% | +46+191.7% | Added |
| SHP Wealth Management | 71 | $6.30K | 0.00% | +14+24.6% | Added |
| Greykasell Wealth Strategies, Inc. | 72 | $6.39K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 78 | $6.93K | 0.00% | −200−71.9% | Reduced |
| Colonial Trust Co | 78 | $6.94K | 0.00% | +59+310.5% | Added |
| Stone House Investment Management, LLC | 83 | $7.37K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 87 | $7.73K | 0.00% | 00.0% | Unchanged |