| Capital Advisors, Ltd. LLC | 54 | $0 | 0.00% | +39+260.0% | Added |
| Raleigh Capital Management Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Altshuler Shaham Ltd | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 4 | $35 | 0.00% | +4 | New |
| Curio Wealth, LLC | 5 | $44 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $50 | 0.00% | −1−16.7% | Reduced |
| SOA Wealth Advisors, LLC. | 7 | $63 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 19 | $166 | 0.00% | 00.0% | Unchanged |
| Essential Investment Partners LLC | 20 | $175 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $175 | 0.00% | +20 | New |
| Vermillion Wealth Management, Inc. | 21 | $183 | 0.00% | +21 | New |
| HFM Investment Advisors, LLC | 22 | $192 | 0.00% | −2−8.3% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $210 | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 43 | $376 | 0.00% | +16+59.3% | Added |
| Bare Financial Services, Inc | 45 | $393 | 0.00% | −70−60.9% | Reduced |
| Gilpin Wealth Management, LLC | 53 | $463 | 0.00% | +20+60.6% | Added |
| Hughes Financial Services, LLC | 54 | $471 | 0.00% | −8−12.9% | Reduced |
| Cromwell Holdings LLC | 56 | $489 | 0.00% | +28+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 58 | $506 | 0.00% | +21+56.8% | Added |
| Breakwater Investment Management | 64 | $559 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 64 | $559 | 0.00% | +64 | New |
| DiNuzzo Private Wealth, Inc. | 66 | $577 | 0.00% | +9+15.8% | Added |
| Hilton Head Capital Partners, LLC | 67 | $585 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 70 | $592 | 0.00% | +70 | New |
| Frazier Financial Advisors, LLC | 74 | $647 | 0.00% | +74 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 80 | $699 | 0.00% | +80 | New |
| Ankerstar Wealth, LLC | 83 | $725 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 90 | $786 | 0.00% | +90 | New |
| Moisand Fitzgerald Tamayo, LLC | 100 | $873 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 100 | $873 | 0.00% | +100 | New |
| Bruce G. Allen Investments, LLC | 105 | $917 | 0.00% | −17−13.9% | Reduced |
| Quadrant Capital Group LLC | 108 | $943 | 0.00% | −26−19.4% | Reduced |
| Basecamp Wealth Advisors LLC | 113 | $986 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 114 | $995 | 0.00% | −20−14.9% | Reduced |
| Avion Wealth | 189 | $1.00K | 0.00% | −59−23.8% | Reduced |
| Strive Financial Group ,LLC | 170 | $1.00K | 0.00% | −13−7.1% | Reduced |
| Basepoint Wealth LLC | 122 | $1.07K | 0.00% | +4+3.4% | Added |
| Atlantic Trust, LLC | 133 | $1.16K | 0.00% | −132−49.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 144 | $1.26K | 0.00% | +144 | New |
| Rialto Wealth Management, LLC | 157 | $1.37K | 0.00% | +2+1.3% | Added |
| Retirement Wealth Solutions LLC | 162 | $1.42K | 0.00% | −4−2.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 174 | $1.52K | 0.00% | +13+8.1% | Added |
| Caldwell Sutter Capital, Inc. | 175 | $1.53K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 176 | $1.54K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 189 | $1.65K | 0.00% | −212−52.9% | Reduced |
| Darwin Advisors, LLC | 192 | $1.68K | 0.00% | −145−43.0% | Reduced |
| Webster Bank, N. A. | 200 | $1.75K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 240 | $2.02K | 0.00% | +240 | New |
| Dogwood Wealth Management LLC | 232 | $2.02K | 0.00% | +228+5,700.0% | Added |
| Winch Advisory Services, LLC | 237 | $2.07K | 0.00% | +6+2.6% | Added |
| Signature Equity Partners, LLC | 238 | $2.08K | 0.00% | −23−8.8% | Reduced |
| JFS Wealth Advisors, LLC | 241 | $2.10K | 0.00% | +39+19.3% | Added |
| Cornerstone Planning Group LLC | 237 | $2.16K | 0.00% | −68−22.3% | Reduced |
| Atlantic Union Bankshares Corp | 249 | $2.17K | 0.00% | +36+16.9% | Added |
| Colonial Trust Advisors | 250 | $2.18K | 0.00% | +250 | New |
| Riverview Trust Co | 257 | $2.24K | 0.00% | −768−74.9% | Reduced |
| Wall Street Financial Group, Inc. | 257 | $2.24K | 0.00% | +257 | New |
| Mosley Wealth Management | 300 | $2.40K | 0.00% | +300 | New |
| Cornerstone Financial Management LLC | 276 | $2.41K | 0.00% | +51+22.7% | Added |
| West Branch Capital LLC | 276 | $2.41K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 277 | $2.42K | 0.00% | +275+13,750.0% | Added |
| Innovative Asset Advisors Group, LLC | 331 | $2.89K | 0.00% | +331 | New |
| Signature Resources Capital Management, LLC | 332 | $2.90K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 350 | $3.06K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 355 | $3.10K | 0.00% | −815−69.7% | Reduced |
| Fortitude Family Office, LLC | 379 | $3.31K | 0.00% | +294+345.9% | Added |
| Intentional Wealth Strategies, LLC | 392 | $3.42K | 0.00% | +392 | New |
| CVA Family Office, LLC | 393 | $3.43K | 0.00% | +393 | New |
| MV Capital Management, Inc. | 418 | $3.65K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 421 | $3.68K | 0.00% | +11+2.7% | Added |
| Godfrey Financial Associates, Inc. | 424 | $3.70K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 429 | $3.75K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 469 | $4.09K | 0.00% | +397+551.4% | Added |
| Keating Financial Advisory Services, Inc. | 472 | $4.12K | 0.00% | +302+177.6% | Added |
| Red Tortoise LLC | 489 | $4.27K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 488 | $4.29K | 0.00% | −60−10.9% | Reduced |
| City State Bank | 495 | $4.32K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 525 | $4.58K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 550 | $4.80K | 0.00% | +550 | New |
| Boyd Watterson Asset Management LLC | 597 | $5.21K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 600 | $5.24K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 600 | $5.24K | 0.00% | +600 | New |
| Richardson Financial Services Inc. | 630 | $5.50K | 0.00% | +630 | New |
| Bayforest Capital Ltd | 670 | $5.85K | 0.01% | +316+89.3% | Added |
| Harbour Investments, Inc. | 674 | $5.88K | 0.00% | +414+159.2% | Added |
| Private Trust Co NA | 696 | $6.08K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 741 | $6.48K | 0.00% | +741 | New |
| Quent Capital, LLC | 751 | $6.56K | 0.00% | +6+0.8% | Added |
| Manchester Capital Management LLC | 759 | $6.63K | 0.00% | −194−20.4% | Reduced |
| Highline Wealth Partners LLC | 773 | $6.75K | 0.00% | +773 | New |
| LRI Investments, LLC | 792 | $6.91K | 0.00% | −1,400−63.9% | Reduced |
| Toth Financial Advisory Corp | 800 | $6.98K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 975 | $8.25K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 979 | $8.55K | 0.00% | −13−1.3% | Reduced |
| Pinnacle Bancorp, Inc. | 1,000 | $8.73K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,000 | $8.73K | 0.00% | +1,000 | New |
| Cedar Mountain Advisors, LLC | 1,002 | $8.75K | 0.00% | +1,002 | New |
| TD Private Client Wealth LLC | 1,013 | $8.84K | 0.00% | +113+12.6% | Added |
| True Wealth Design, LLC | 1,022 | $8.92K | 0.00% | +856+515.7% | Added |
| GWM Advisors LLC | 1,220 | $10.7K | 0.00% | +241+24.6% | Added |
