| WPG Advisers, LLC | 4 | $176 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 5 | $220 | 0.00% | +5 | New |
| Richard W. Paul & Associates, LLC | 8 | $352 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $359 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 13 | $474 | 0.00% | +13 | New |
| Orion Capital Management LLC | 11 | $483 | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 11 | $483 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 12 | $527 | 0.00% | +12 | New |
| Osterweis Capital Management Inc | 15 | $659 | 0.00% | +15 | New |
| Stonebridge Financial Group, LLC | 15 | $659 | 0.00% | +15 | New |
| SOA Wealth Advisors, LLC. | 15 | $671 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 16 | $703 | 0.00% | +2+14.3% | Added |
| Brown, Lisle/Cummings, Inc. | 16 | $703 | 0.00% | +16 | New |
| HFM Investment Advisors, LLC | 16 | $704 | 0.00% | +16 | New |
| Bay Harbor Wealth Management, LLC | 17 | $747 | 0.00% | +17 | New |
| SIMA Wealth Partners, LLC | 18 | $779 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 18 | $791 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 20 | $879 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 34 | $1.00K | 0.00% | −780−95.8% | Reduced |
| Pacifica Partners Inc. | 25 | $1.02K | 0.00% | +25 | New |
| Raleigh Capital Management Inc. | 24 | $1.07K | 0.00% | −320−93.0% | Reduced |
| Investment Counsel Co of Nevada | 25 | $1.10K | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 27 | $1.17K | 0.00% | +9+50.0% | Added |
| Creative Financial Designs Inc | 27 | $1.19K | 0.00% | +27 | New |
| JDM Financial Group LLC | 30 | $1.32K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 30 | $1.32K | 0.00% | +5+20.0% | Added |
| Greenline Partners, LLC | 30 | $1.32K | 0.00% | +30 | New |
| Costello Asset Management, INC | 30 | $1.32K | 0.00% | +30 | New |
| Caitong International Asset Management Co., Ltd | 36 | $1.58K | 0.00% | +36 | New |
| North Capital, Inc. | 36 | $1.58K | 0.00% | +36 | New |
| Trust Co | 39 | $1.71K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 40 | $1.76K | 0.00% | +20+100.0% | Added |
| Principia Wealth Advisory, LLC | 47 | $1.82K | 0.00% | +27+135.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 43 | $1.89K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 45 | $1.98K | 0.00% | +45 | New |
| Prestige Wealth Management Group LLC | 48 | $2.11K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 52 | $2.29K | 0.00% | −2−3.7% | Reduced |
| Salem Investment Counselors Inc | 54 | $2.37K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 54 | $2.37K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 55 | $2.42K | 0.00% | −3−5.2% | Reduced |
| Millstone Evans Group, LLC | 55 | $2.42K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 55 | $2.42K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 59 | $2.59K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 60 | $2.64K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 62 | $2.73K | 0.00% | +62 | New |
| TFC Financial Management | 64 | $2.81K | 0.00% | −130−67.0% | Reduced |
| Kozak & Associates, Inc. | 78 | $2.96K | 0.00% | 00.0% | Unchanged |
| Parvin Asset Management, LLC | 75 | $3.30K | 0.00% | +75 | New |
| Carolinas Wealth Consulting LLC | 76 | $3.34K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 78 | $3.43K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 79 | $3.48K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 82 | $3.61K | 0.00% | +41+100.0% | Added |
| TD Waterhouse Canada Inc. | 81 | $3.61K | 0.00% | +81 | New |
| Albion Financial Group | 83 | $3.65K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 94 | $3.65K | 0.00% | +11+13.3% | Added |
| DiNuzzo Private Wealth, Inc. | 83 | $3.65K | 0.00% | +9+12.2% | Added |
| Hughes Financial Services, LLC | 83 | $3.72K | 0.00% | +83 | New |
| Trifecta Capital Advisors, LLC | 85 | $3.74K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 87 | $3.82K | 0.00% | +87 | New |
| Golden State Wealth Management, LLC | 89 | $3.91K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 113 | $4.06K | 0.00% | +39+52.7% | Added |
| Heritage Wealth Advisors | 94 | $4.13K | 0.00% | −20−17.5% | Reduced |
| Olistico Wealth, LLC | 100 | $4.39K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $4.39K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 100 | $4.39K | 0.00% | +10+11.1% | Added |
| Bayforest Capital Ltd | 100 | $4.39K | 0.00% | +100 | New |
| Provenance Wealth Advisors, LLC | 100 | $4.39K | 0.00% | +100 | New |
| Synergy Investment Management, LLC | 102 | $4.48K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 102 | $4.48K | 0.00% | +102 | New |
| Eq Wealth Advisors, LLC | 105 | $4.62K | 0.00% | +105 | New |
| Concord Wealth Partners | 106 | $4.66K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 107 | $4.70K | 0.01% | +82+328.0% | Added |
| Evermay Wealth Management LLC | 107 | $4.70K | 0.00% | +107 | New |
| UMA Financial Services, Inc. | 108 | $4.75K | 0.00% | +108 | New |
| Gen-Wealth Partners Inc | 110 | $4.83K | 0.00% | +110 | New |
| Nova Wealth Management, Inc. | 111 | $4.88K | 0.00% | +39+54.2% | Added |
| Tortoise Investment Management, LLC | 113 | $4.97K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 120 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ossiam | 114 | $5.01K | 0.00% | −3,251−96.6% | Reduced |
| Abound Wealth Management | 115 | $5.06K | 0.00% | −36−23.8% | Reduced |
| Wealth Preservation Advisors, LLC | 117 | $5.14K | 0.00% | +117 | New |
| Lowe Wealth Advisors, LLC | 124 | $5.45K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 135 | $5.92K | 0.01% | −18−11.8% | Reduced |
| United Community Bank | 138 | $6.07K | 0.00% | +138 | New |
| Beacon Capital Management, LLC | 140 | $6.15K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 145 | $6.37K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 149 | $6.55K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 151 | $6.75K | 0.00% | +32+26.9% | Added |
| Sachetta, LLC | 165 | $7.25K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 166 | $7.30K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 168 | $7.38K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 170 | $7.47K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 175 | $7.69K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 176 | $7.74K | 0.00% | +167+1,855.6% | Added |
| First Command Advisory Services, Inc. | 179 | $7.87K | 0.00% | +58+47.9% | Added |
| Trust Co of Vermont | 182 | $8.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 182 | $8.00K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 190 | $8.35K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 192 | $8.45K | 0.00% | +29+17.8% | Added |
| MCF Advisors LLC | 196 | $8.62K | 0.00% | +55+39.0% | Added |