| Penserra Capital Management LLC | 3 | $0 | 0.00% | −3−50.0% | Reduced |
| Quaker Wealth Management, LLC | 1 | $251 | 0.00% | −1−50.0% | Reduced |
| Seneschal Advisors, LLC | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 1 | $251 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1 | $251 | 0.00% | +1 | New |
| Cassaday & Co Wealth Management LLC | 1 | $251 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $251 | 0.00% | +1 | New |
| Tidemark, LLC | 1 | $251 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $251 | 0.00% | +1 | New |
| Portus Wealth Advisors, LLC | 1 | $251 | 0.00% | +1 | New |
| Sound Income Strategies, LLC | 1 | $253 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $338 | 0.00% | −1−50.0% | Reduced |
| Dogwood Wealth Management LLC | 2 | $501 | 0.00% | −3−60.0% | Reduced |
| Principia Wealth Advisory, LLC | 2 | $501 | 0.00% | −2−50.0% | Reduced |
| NVWM, LLC | 2 | $501 | 0.00% | −1−33.3% | Reduced |
| Grove Bank & Trust | 2 | $501 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 2 | $501 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 2 | $501 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $501 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $502 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $752 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $752 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $752 | 0.00% | +1+50.0% | Added |
| Wall Street Financial Group, Inc. | 3 | $752 | 0.00% | +3 | New |
| Avion Wealth | 7 | $1.00K | 0.00% | −4−36.4% | Reduced |
| Geneos Wealth Management Inc. | 4 | $1.00K | 0.00% | −176−97.8% | Reduced |
| Westside Investment Management, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 4 | $1.00K | 0.00% | +4 | New |
| Clark Wealth Partners | 4 | $1.00K | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.25K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 5 | $1.25K | 0.00% | +2+66.7% | Added |
| NBT Bank N A | 5 | $1.25K | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 5 | $1.25K | 0.00% | +2+66.7% | Added |
| Proathlete Wealth Management LLC | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 6 | $1.50K | 0.00% | +6 | New |
| RMG Wealth Management LLC | 5 | $1.61K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $1.75K | 0.00% | +3+75.0% | Added |
| Prestige Wealth Management Group LLC | 7 | $1.75K | 0.00% | −2−22.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 7 | $1.75K | 0.00% | +1+16.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 7 | $1.80K | 0.00% | +7 | New |
| Financial Management Professionals, Inc. | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 8 | $2.01K | 0.00% | −14−63.6% | Reduced |
| JPL Wealth Management, LLC | 8 | $2.01K | 0.00% | +8 | New |
| Purpose Unlimited Inc. | 8 | $2.01K | 0.00% | +8 | New |
| ZRC Wealth Management, LLC | 9 | $2.26K | 0.00% | −8−47.1% | Reduced |
| Raffa Wealth Management, LLC | 9 | $2.26K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 9 | $2.26K | 0.00% | +9 | New |
| Murphy & Mullick Capital Management Corp | 10 | $2.51K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 10 | $2.51K | 0.00% | +10 | New |
| Westfuller Advisors, LLC | 10 | $2.54K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 10 | $2.60K | 0.00% | −400−97.6% | Reduced |
| NBC Securities, Inc. | 11 | $2.76K | 0.00% | −3−21.4% | Reduced |
| Bay Harbor Wealth Management, LLC | 11 | $2.76K | 0.00% | +3+37.5% | Added |
| Stone House Investment Management, LLC | 11 | $2.76K | 0.00% | +8+266.7% | Added |
| ORG Wealth Partners, LLC | 12 | $3.01K | 0.00% | −58−82.9% | Reduced |
| Clear Street Markets LLC | 12 | $3.01K | 0.00% | −95−88.8% | Reduced |
| Kilter Group LLC | 12 | $3.01K | 0.00% | −5−29.4% | Reduced |
| Imprint Wealth LLC | 12 | $3.01K | 0.01% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 12 | $3.01K | 0.00% | +12 | New |
| Anchor Investment Management, LLC | 13 | $3.26K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $3.26K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 15 | $3.76K | 0.00% | +15 | New |
| Quent Capital, LLC | 16 | $4.01K | 0.00% | −25−61.0% | Reduced |
| Country Trust Bank | 16 | $4.01K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 16 | $4.01K | 0.00% | −5−23.8% | Reduced |
| UMA Financial Services, Inc. | 16 | $4.01K | 0.00% | +2+14.3% | Added |
| Bartlett & Co. Wealth Management LLC | 14 | $4.21K | 0.00% | +2+16.7% | Added |
| Newbridge Financial Services Group, Inc. | 17 | $4.29K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 17 | $4.33K | 0.00% | −31−64.6% | Reduced |
| Pier Capital, LLC | 18 | $4.51K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 18 | $4.51K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 18 | $4.51K | 0.00% | +4+28.6% | Added |
| Signature Equity Partners, LLC | 18 | $4.56K | 0.00% | −4−18.2% | Reduced |
| Pacific Center for Financial Services | 19 | $4.76K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 20 | $5.01K | 0.00% | −25−55.6% | Reduced |
| Kerr Financial Planning Corp | 18 | $5.03K | 0.01% | +1+5.9% | Added |
| Archer Investment Corp | 21 | $5.28K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 22 | $5.51K | 0.00% | −8−26.7% | Reduced |
| Cedar Mountain Advisors, LLC | 23 | $5.76K | 0.00% | +13+130.0% | Added |
| Valued Wealth Advisors LLC | 24 | $6.04K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 25 | $6.27K | 0.00% | −805−97.0% | Reduced |
| Bayban | 25 | $6.27K | 0.01% | −74−74.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 26 | $6.52K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 26 | $6.52K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 27 | $6.82K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 28 | $7.02K | 0.00% | −861−96.9% | Reduced |
| MV Capital Management, Inc. | 28 | $7.02K | 0.00% | −2−6.7% | Reduced |
| Kemnay Advisory Services Inc. | 29 | $7.27K | 0.00% | −49−62.8% | Reduced |
| Quarry LP | 30 | $7.52K | 0.00% | +5+20.0% | Added |
| JFS Wealth Advisors, LLC | 30 | $7.52K | 0.00% | −4−11.8% | Reduced |
| JNBA Financial Advisors | 30 | $7.52K | 0.00% | +22+275.0% | Added |
| IMG Wealth Management, Inc. | 33 | $8.27K | 0.01% | +31+1,550.0% | Added |
| Solstein Capital, LLC | 34 | $8.52K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 34 | $8.52K | 0.00% | +34 | New |
| Whipplewood Advisors, LLC | 37 | $9.27K | 0.00% | +37 | New |