| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Cassady Schiller Wealth Management, LLC | 0 | $13 | 0.00% | −93−100.0% | Reduced |
| Creekmur Asset Management LLC | 1 | $43 | 0.00% | −477−99.8% | Reduced |
| Caitlin John, LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 2 | $121 | 0.00% | −4−66.7% | Reduced |
| True Wealth Design, LLC | 2 | $121 | 0.00% | −4−66.7% | Reduced |
| TFC Financial Management | 3 | $182 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $242 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 5 | $302 | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 9 | $544 | 0.00% | +9 | New |
| Wolff Wiese Magana LLC | 10 | $605 | 0.00% | +10 | New |
| Opal Wealth Advisors, LLC | 10 | $605 | 0.00% | +10 | New |
| Carmichael Hill & Associates, Inc. | 12 | $726 | 0.00% | −6−33.3% | Reduced |
| Cornerstone Planning Group LLC | 14 | $815 | 0.00% | +5+55.6% | Added |
| Core Alternative Capital | 14 | $846 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 14 | $895 | 0.00% | −7−33.3% | Reduced |
| Cape Investment Advisory, Inc. | 18 | $1.09K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 19 | $1.15K | 0.00% | +5+35.7% | Added |
| Continuum Advisory, LLC | 24 | $1.45K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 24 | $1.45K | 0.00% | +24 | New |
| Park Place Capital Corp | 25 | $1.51K | 0.00% | −32−56.1% | Reduced |
| Bogart Wealth, LLC | 26 | $1.56K | 0.00% | −200−88.5% | Reduced |
| Johnson Financial Group, Inc. | 30 | $1.81K | 0.00% | −44−59.5% | Reduced |
| Triad Wealth Partners, LLC | 30 | $1.81K | 0.00% | +30 | New |
| Iron Horse Wealth Management, LLC | 32 | $1.93K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 33 | $2.00K | 0.00% | +33 | New |
| Householder Group Estate & Retirement Specialist, LLC | 40 | $2.00K | 0.00% | +40 | New |
| Highline Wealth Partners LLC | 34 | $2.06K | 0.00% | +33+3,300.0% | Added |
| IAG Wealth Partners, LLC | 35 | $2.12K | 0.00% | +35 | New |
| Stone House Investment Management, LLC | 40 | $2.42K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 40 | $2.51K | 0.00% | +40 | New |
| Jackson, Grant Investment Advisers, Inc. | 43 | $2.60K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 43 | $2.60K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 42 | $2.61K | 0.00% | +1+2.4% | Added |
| Eagle Bay Advisors LLC | 45 | $2.72K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $3.02K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 50 | $3.02K | 0.00% | +50 | New |
| DT Investment Partners, LLC | 52 | $3.14K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 55 | $3.30K | 0.00% | +11+25.0% | Added |
| Prestige Wealth Management Group LLC | 56 | $3.39K | 0.00% | −111−66.5% | Reduced |
| Providence Capital Advisors, LLC | 58 | $3.51K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 65 | $3.93K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 65 | $4.00K | 0.00% | −300−82.2% | Reduced |
| Private Wealth Management Group, LLC | 67 | $4.05K | 0.00% | +52+346.7% | Added |
| Edmond de Rothschild Holding S.A. | 68 | $4.11K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 69 | $4.17K | 0.00% | −53−43.4% | Reduced |
| St Germain D J Co Inc | 69 | $4.17K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 70 | $4.23K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 73 | $4.41K | 0.00% | +73 | New |
| Vermillion & White Wealth Management Group, LLC | 74 | $4.47K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 75 | $4.53K | 0.00% | −2,485−97.1% | Reduced |
| Hilltop National Bank | 75 | $4.53K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 76 | $4.59K | 0.00% | −250−76.7% | Reduced |
| Westside Investment Management, Inc. | 76 | $4.59K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 79 | $4.78K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 81 | $4.90K | 0.00% | +81 | New |
| Abound Wealth Management | 85 | $5.15K | 0.00% | +8+10.4% | Added |
| Macroview Investment Management LLC | 89 | $5.38K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 92 | $5.56K | 0.00% | +92 | New |
| Fairway Wealth LLC | 96 | $5.80K | 0.00% | +96 | New |
| Financial Management Professionals, Inc. | 107 | $6.00K | 0.00% | +33+44.6% | Added |
| Valley National Advisers Inc | 110 | $6.00K | 0.00% | +31+39.2% | Added |
| Hartford Financial Management Inc. | 100 | $6.04K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $6.04K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 100 | $6.04K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 100 | $6.04K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 100 | $6.04K | 0.00% | +100 | New |
| Voisard Asset Management Group, Inc. | 100 | $6.04K | 0.00% | +100 | New |
| Byrne Asset Management LLC | 100 | $6.06K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 103 | $6.23K | 0.00% | +1+1.0% | Added |
| First United Bank Trust | 106 | $6.41K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 109 | $6.59K | 0.00% | +85+354.2% | Added |
| Colonial Trust Advisors | 112 | $6.77K | 0.00% | −19−14.5% | Reduced |
| Atlas Capital Advisors LLC | 116 | $7.01K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 123 | $7.43K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 129 | $7.80K | 0.01% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 131 | $7.92K | 0.00% | −129−49.6% | Reduced |
| Scarborough Advisors, LLC | 131 | $7.94K | 0.00% | +1+0.8% | Added |
| Bullock Wealth Management Group | 137 | $8.31K | 0.01% | −13−8.7% | Reduced |
| Raffa Wealth Management, LLC | 138 | $8.34K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 142 | $8.58K | 0.00% | +2+1.4% | Added |
| Hobbs Group Advisors, LLC | 144 | $8.71K | 0.00% | +144 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 147 | $8.93K | 0.00% | −837−85.1% | Reduced |
| Financial Network Wealth Advisors LLC | 149 | $9.01K | 0.01% | +149 | New |
| Carolinas Wealth Consulting LLC | 153 | $9.25K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 154 | $9.31K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 156 | $9.43K | 0.01% | +96+160.0% | Added |
| Red Tortoise LLC | 163 | $9.85K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 173 | $10.5K | 0.00% | −540−75.7% | Reduced |
| Insight Financial Services | 175 | $10.6K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 180 | $10.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 188 | $11.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 188 | $11.4K | 0.00% | +59+45.7% | Added |
| RFP Financial Group LLC | 189 | $11.4K | 0.00% | −14−6.9% | Reduced |
| Sittner & Nelson, LLC | 195 | $11.8K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 200 | $12.0K | 0.00% | −196−49.5% | Reduced |
| Qube Research & Technologies Ltd | 199 | $12.0K | 0.00% | −2,077−91.3% | Reduced |
| Bell Investment Advisors, Inc | 199 | $12.0K | 0.00% | −57−22.3% | Reduced |