| Scarborough Advisors, LLC | 143 | $0 | 0.00% | +143 | New |
| Long Island Wealth Management, Inc. | 5 | $0 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 0 | $7 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | New |
| Valued Wealth Advisors LLC | 3 | $226 | 0.00% | +3 | New |
| Ables, Iannone, Moore & Associates, Inc. | 4 | $325 | 0.00% | +4 | New |
| Financial Synergies Wealth Advisors, Inc. | 5 | $475 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 6 | $487 | 0.00% | −15−71.4% | Reduced |
| America First Investment Advisors, LLC | 6 | $487 | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $488 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 6 | $488 | 0.00% | +6 | New |
| Level Financial Advisors, Inc. | 6 | $523 | 0.00% | −350−98.3% | Reduced |
| WestEnd Advisors, LLC | 8 | $650 | 0.00% | −5−38.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $650 | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 8 | $650 | 0.00% | +8 | New |
| Cedar Mountain Advisors, LLC | 11 | $893 | 0.00% | +11 | New |
| SJS Investment Consulting Inc. | 12 | $975 | 0.00% | −1−7.7% | Reduced |
| Raffa Wealth Management, LLC | 12 | $975 | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 12 | $975 | 0.00% | +12 | New |
| Tradewinds Capital Management, LLC | 15 | $1.22K | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 15 | $1.22K | 0.00% | +15 | New |
| Tennessee Valley Asset Management Partners | 17 | $1.38K | 0.00% | +17 | New |
| Arlington Trust Co LLC | 19 | $1.54K | 0.00% | +19 | New |
| Evermay Wealth Management LLC | 19 | $1.54K | 0.00% | +19 | New |
| Northwest Capital Management Inc | 23 | $1.87K | 0.00% | −708−96.9% | Reduced |
| Rakuten Securities, Inc. | 23 | $1.87K | 0.00% | +23 | New |
| Hollencrest Capital Management | 24 | $1.95K | 0.00% | −433−94.7% | Reduced |
| Avion Wealth | 26 | $2.00K | 0.00% | −9−25.7% | Reduced |
| American National Bank | 25 | $2.03K | 0.00% | −1,462−98.3% | Reduced |
| Pineridge Advisors LLC | 25 | $2.03K | 0.00% | +25 | New |
| Sachetta, LLC | 27 | $2.19K | 0.00% | +27 | New |
| Bradley & Co. Private Wealth Management, LLC | 31 | $2.52K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 33 | $2.68K | 0.00% | +33 | New |
| MB, Levis & Associates, LLC | 33 | $2.69K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 42 | $3.00K | 0.00% | −16−27.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 38 | $3.09K | 0.00% | −19−33.3% | Reduced |
| Institutional & Family Asset Management, LLC | 40 | $3.25K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 44 | $3.57K | 0.00% | +44 | New |
| Logan Capital Management Inc | 45 | $3.65K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 50 | $4.00K | 0.00% | −14−21.9% | Reduced |
| Clear Point Advisors Inc. | 53 | $4.30K | 0.00% | +53 | New |
| Eagle Bay Advisors LLC | 54 | $4.39K | 0.00% | −24−30.8% | Reduced |
| Abound Wealth Management | 59 | $4.80K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 65 | $5.28K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 65 | $5.29K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 68 | $5.52K | 0.00% | 00.0% | Unchanged |
| MidAtlantic Capital Management, Inc. | 68 | $5.52K | 0.01% | +68 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 76 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 74 | $6.01K | 0.00% | +74 | New |
| Kiely Wealth Advisory Group, Inc. | 77 | $6.01K | 0.00% | +77 | New |
| Highline Wealth Partners LLC | 80 | $6.50K | 0.00% | +80 | New |
| Greenwood Gearhart Inc | 84 | $6.82K | 0.00% | +84 | New |
| Fortitude Family Office, LLC | 84 | $6.82K | 0.01% | +84 | New |
| General Partner, Inc. | 85 | $6.90K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 86 | $6.99K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 89 | $7.23K | 0.00% | −596−87.0% | Reduced |
| Carolinas Wealth Consulting LLC | 5,476 | $7.48K | 0.00% | −26−0.5% | Reduced |
| NewSquare Capital LLC | 93 | $7.55K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $7.97K | 0.00% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 100 | $8.12K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 100 | $8.12K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 102 | $8.29K | 0.00% | +102 | New |
| Proffitt & Goodson Inc | 109 | $8.85K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 106 | $9.00K | 0.00% | +62+140.9% | Added |
| Retirement Group, LLC | 112 | $9.10K | 0.00% | +1+0.9% | Added |
| Annapolis Financial Services, LLC | 112 | $9.10K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 120 | $9.75K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 125 | $10.2K | 0.00% | −666−84.2% | Reduced |
| Hobbs Group Advisors, LLC | 125 | $10.2K | 0.00% | +125 | New |
| WealthCollab, LLC | 125 | $10.2K | 0.01% | +125 | New |
| Baldwin Brothers Inc | 129 | $10.5K | 0.00% | −250−66.0% | Reduced |
| LFA - Lugano Financial Advisors SA | 129 | $10.5K | 0.01% | +129 | New |
| Evolution Advisers, Inc. | 130 | $11.0K | 0.01% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 140 | $12.0K | 0.00% | +140 | New |
| Vermillion & White Wealth Management Group, LLC | 150 | $12.2K | 0.01% | +150 | New |
| Private Ocean, LLC | 159 | $12.9K | 0.00% | +30+23.3% | Added |
| Nalls Sherbakoff Group, LLC | 162 | $13.2K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 167 | $13.6K | 0.01% | +76+83.5% | Added |
| Bell Investment Advisors, Inc | 172 | $14.0K | 0.00% | +54+45.8% | Added |
| McClarren Financial Advisors, Inc. | 173 | $14.0K | 0.01% | +2+1.2% | Added |
| Founders Capital Management | 173 | $14.1K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 175 | $14.2K | 0.01% | +175 | New |
| EntryPoint Capital, LLC | 176 | $14.3K | 0.01% | +176 | New |
| Core Alternative Capital | 178 | $14.4K | 0.00% | −1,041−85.4% | Reduced |
| Washington Trust Advisors, Inc. | 180 | $14.6K | 0.00% | −1,679−90.3% | Reduced |
| Richard W. Paul & Associates, LLC | 183 | $14.9K | 0.01% | −42−18.7% | Reduced |
| GW&K Investment Management, LLC | 183 | $15.0K | 0.00% | +30+19.6% | Added |
| Glen Eagle Advisors, LLC | 190 | $15.4K | 0.00% | −14−6.9% | Reduced |
| Roble, Belko & Company, Inc | 200 | $16.0K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 200 | $16.0K | 0.01% | +200 | New |
| Halpern Financial, Inc. | 192 | $16.0K | 0.00% | +192 | New |
| Trust Co | 200 | $16.2K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 201 | $16.3K | 0.02% | +20+11.0% | Added |
| Compass Wealth Management LLC | 203 | $16.5K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 208 | $16.9K | 0.00% | +208 | New |
| Smartleaf Asset Management LLC | 209 | $17.0K | 0.00% | +209 | New |
| Security National Bank | 210 | $17.1K | 0.00% | +210 | New |
| Private Wealth Management Group, LLC | 210 | $17.1K | 0.01% | +210 | New |
| Rockbridge Investment Management, LCC | 217 | $17.6K | 0.00% | +217 | New |
| DAGCO, Inc. | 227 | $18.4K | 0.02% | −6,123−96.4% | Reduced |