| Bay Harbor Wealth Management, LLC | 18 | $1.14K | 0.00% | +5+38.5% | Added |
| Atwood & Palmer Inc | 18 | $1.14K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 18 | $1.14K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 18 | $1.14K | 0.00% | +5+38.5% | Added |
| Cornerstone Planning Group LLC | 19 | $1.20K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 19 | $1.20K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 19 | $1.20K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $1.20K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 19 | $1.20K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 19 | $1.20K | 0.00% | +19 | New |
| Essential Partners LLC | 20 | $1.27K | 0.00% | −480−96.0% | Reduced |
| Friedenthal Financial | 20 | $1.27K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $1.27K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $1.27K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 20 | $1.27K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 20 | $1.27K | 0.00% | +20 | New |
| SJS Investment Consulting Inc. | 20 | $1.27K | 0.00% | −4−16.7% | Reduced |
| Triumph Capital Management | 21 | $1.33K | 0.00% | −1,329−98.4% | Reduced |
| Gen-Wealth Partners Inc | 21 | $1.33K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 21 | $1.33K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 22 | $1.39K | 0.00% | −8−26.7% | Reduced |
| Ares Financial Consulting, LLC | 22 | $1.39K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $1.52K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 24 | $1.53K | 0.00% | −3−11.1% | Reduced |
| IFP Advisors, Inc | 25 | $1.58K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 25 | $1.58K | 0.00% | +11+78.6% | Added |
| Bryn Mawr Trust Co | 26 | $1.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $1.65K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 26 | $1.65K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 27 | $1.71K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 27 | $1.71K | 0.00% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 27 | $1.73K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 28 | $1.77K | 0.00% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 29 | $1.84K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $1.84K | 0.00% | +3+11.5% | Added |
| High Note Wealth, LLC | 32 | $2.03K | 0.00% | +24+300.0% | Added |
| Commonwealth Retirement Investments LLC | 32 | $2.03K | 0.00% | +32 | New |
| Compass Financial Management LLC | 33 | $2.07K | 0.00% | +33 | New |
| Assetmark, Inc | 33 | $2.09K | 0.00% | −18−35.3% | Reduced |
| Vision Retirement, LLC | 33 | $2.09K | 0.00% | +1+3.1% | Added |
| Torren Management, LLC | 34 | $2.15K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 35 | $2.22K | 0.00% | +1+2.9% | Added |
| True Wealth Design, LLC | 36 | $2.28K | 0.00% | −117−76.5% | Reduced |
| IFG Advisory, LLC | 36 | $2.28K | 0.00% | +36 | New |
| Mark Sheptoff Financial Planning, LLC | 37 | $2.34K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 37 | $2.34K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 39 | $2.47K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 41 | $2.60K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 41 | $2.60K | 0.00% | +11+36.7% | Added |
| Sittner & Nelson, LLC | 44 | $2.79K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 47 | $2.97K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 47 | $2.98K | 0.00% | +31+193.8% | Added |
| Geneos Wealth Management Inc. | 52 | $3.29K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 52 | $3.29K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 53 | $3.35K | 0.00% | +2+3.9% | Added |
| Farmers & Merchants Investments Inc | 54 | $3.42K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 55 | $3.48K | 0.00% | +55 | New |
| First United Bank Trust | 58 | $3.67K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 59 | $3.73K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 61 | $3.84K | 0.00% | +9+17.3% | Added |
| South State Corp. | 61 | $3.86K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 62 | $3.92K | 0.00% | +2+3.3% | Added |
| Whittier Trust Co | 61 | $3.96K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 63 | $3.99K | 0.00% | +26+70.3% | Added |
| NBC Securities, Inc. | 72 | $4.56K | 0.00% | −1−1.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 73 | $4.62K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 79 | $5.00K | 0.00% | −5−6.0% | Reduced |
| Brown Brothers Harriman & Co | 87 | $5.51K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 91 | $5.76K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 95 | $6.01K | 0.00% | +36+61.0% | Added |
| Colonial Trust Co | 99 | $6.25K | 0.00% | +81+450.0% | Added |
| Ameriflex Group, Inc. | 100 | $6.33K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 101 | $6.39K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 103 | $6.52K | 0.00% | +8+8.4% | Added |
| Bogart Wealth, LLC | 113 | $7.15K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 113 | $7.15K | 0.00% | +1+0.9% | Added |
| Valued Wealth Advisors LLC | 124 | $7.85K | 0.00% | +112+933.3% | Added |
| Atlantic Edge Private Wealth Management, LLC | 126 | $7.98K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 130 | $8.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 128 | $8.10K | 0.00% | +8+6.7% | Added |
| CVA Family Office, LLC | 133 | $8.42K | 0.00% | +39+41.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 145 | $9.18K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 149 | $9.43K | 0.00% | −22−12.9% | Reduced |
| Action Point Financial Planning, LLC | 156 | $9.69K | 0.00% | +156 | New |
| Eastern Bank | 156 | $9.88K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 157 | $9.94K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 186 | $11.8K | 0.00% | +186 | New |
| Cassaday & Co Wealth Management LLC | 196 | $12.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 207 | $13.1K | 0.00% | +144+228.6% | Added |
| Salem Investment Counselors Inc | 209 | $13.2K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 217 | $13.7K | 0.00% | +217 | New |
| Basecamp Wealth Advisors LLC | 222 | $14.1K | 0.00% | +58+35.4% | Added |
| St Germain D J Co Inc | 225 | $14.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 249 | $15.8K | 0.00% | −504−66.9% | Reduced |
| Larson Financial Group LLC | 267 | $16.9K | 0.00% | +165+161.8% | Added |
| Los Angeles Capital Management LLC | 294 | $18.6K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 297 | $18.8K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 336 | $21.3K | 0.00% | +200+147.1% | Added |
| Nomura Asset Management Co Ltd | 340 | $21.5K | 0.00% | −1,130−76.9% | Reduced |
| Farther Finance Advisors, LLC | 373 | $23.6K | 0.00% | −115−23.6% | Reduced |