| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 1 | $80 | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 2 | $152 | 0.00% | +2 | New |
| Activest Wealth Management | 2 | $158 | 0.00% | −84−97.7% | Reduced |
| Quaker Wealth Management, LLC | 2 | $159 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 3 | $237 | 0.00% | −6−66.7% | Reduced |
| Principia Wealth Advisory, LLC | 3 | $237 | 0.00% | −2−40.0% | Reduced |
| Godfrey Financial Associates, Inc. | 3 | $237 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 3 | $237 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $238 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $316 | 0.00% | +3+300.0% | Added |
| Essential Partners LLC | 5 | $395 | 0.00% | −62−92.5% | Reduced |
| Vision Retirement, LLC | 5 | $395 | 0.00% | 00.0% | Unchanged |
| USA Financial Formulas | 5 | $395 | 0.00% | +5 | New |
| Strive Financial Group ,LLC | 6 | $474 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $553 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 7 | $553 | 0.00% | +7 | New |
| South State Corp. | 7 | $554 | 0.00% | +1+16.7% | Added |
| CoreCap Advisors, LLC | 9 | $711 | 0.00% | −16−64.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 9 | $712 | 0.00% | −1−10.0% | Reduced |
| Financial Consulate, Inc | 9 | $712 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 9 | $712 | 0.00% | +5+125.0% | Added |
| Glen Eagle Advisors, LLC | 10 | $790 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $790 | 0.00% | +4+66.7% | Added |
| Tounjian Advisory Partners, LLC | 10 | $790 | 0.00% | +10 | New |
| Bullseye Investment Management, LLC | 11 | $869 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 11 | $869 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $870 | 0.00% | −6−35.3% | Reduced |
| Silver Grove Financial Group, Inc. | 12 | $948 | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 12 | $949 | 0.00% | +6+100.0% | Added |
| Rossby Financial, LCC | 14 | $1.11K | 0.00% | −87−86.1% | Reduced |
| West Financial Advisors, LLC | 14 | $1.11K | 0.00% | +14 | New |
| Creative Financial Designs Inc | 15 | $1.19K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 15 | $1.19K | 0.00% | +15 | New |
| Park Square Financial Group, LLC | 15 | $1.19K | 0.01% | +15 | New |
| Zions Bancorporation, National Association | 16 | $1.26K | 0.00% | −73−82.0% | Reduced |
| SHP Wealth Management | 16 | $1.26K | 0.00% | +3+23.1% | Added |
| FWL Investment Management, LLC | 17 | $1.34K | 0.00% | +17 | New |
| Financial Network Wealth Advisors LLC | 17 | $1.34K | 0.00% | +17 | New |
| Creative Capital Management Investments LLC | 20 | $1.58K | 0.00% | +20 | New |
| Marquette Asset Management, LLC | 20 | $1.58K | 0.00% | −52−72.2% | Reduced |
| Montag A & Associates Inc | 20 | $1.62K | 0.00% | 00.0% | Unchanged |
| Anchor Bay Capital, Inc. | 19 | $1.64K | 0.00% | +19 | New |
| Buck Wealth Strategies, LLC | 21 | $1.66K | 0.00% | +21 | New |
| Keating Financial Advisory Services, Inc. | 22 | $1.74K | 0.00% | −17−43.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 22 | $1.74K | 0.00% | +10+83.3% | Added |
| Bare Financial Services, Inc | 24 | $1.90K | 0.00% | −17−41.5% | Reduced |
| Torren Management, LLC | 24 | $1.90K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 24 | $1.90K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 25 | $1.98K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $1.98K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 26 | $2.05K | 0.00% | +26 | New |
| BFSG, LLC | 30 | $2.37K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 31 | $2.45K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 32 | $2.53K | 0.00% | +10+45.5% | Added |
| Cromwell Holdings LLC | 33 | $2.61K | 0.00% | +13+65.0% | Added |
| Johnson Financial Group, Inc. | 33 | $2.61K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 34 | $2.69K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 34 | $2.69K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 35 | $2.77K | 0.00% | +27+337.5% | Added |
| GHP Investment Advisors, Inc. | 35 | $2.77K | 0.00% | +5+16.7% | Added |
| Fortitude Family Office, LLC | 36 | $2.84K | 0.00% | −44−55.0% | Reduced |
| Nemes Rush Group LLC | 40 | $3.16K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 41 | $3.24K | 0.00% | +32+355.6% | Added |
| Delta Asset Management LLC | 45 | $3.56K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 50 | $3.95K | 0.00% | +50 | New |
| Tidemark, LLC | 56 | $4.42K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 60 | $4.74K | 0.00% | −10−14.3% | Reduced |
| Signature Equity Partners, LLC | 63 | $4.98K | 0.00% | +61+3,050.0% | Added |
| MidFirst Bank | 64 | $5.06K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 70 | $5.53K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 74 | $5.85K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 79 | $6.24K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 79 | $6.24K | 0.00% | +79 | New |
| Quent Capital, LLC | 80 | $6.32K | 0.00% | −23−22.3% | Reduced |
| Bullock Wealth Management Group | 86 | $6.53K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 83 | $6.56K | 0.00% | +31+59.6% | Added |
| LGT Financial Advisors LLC | 84 | $6.64K | 0.04% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 84 | $6.64K | 0.00% | +45+115.4% | Added |
| JFS Wealth Advisors, LLC | 85 | $6.72K | 0.00% | +5+6.3% | Added |
| Spire Wealth Management | 90 | $7.11K | 0.00% | −39−30.2% | Reduced |
| Geneos Wealth Management Inc. | 90 | $7.11K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 95 | $7.51K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 95 | $7.51K | 0.00% | +10+11.8% | Added |
| Central Trust Co | 106 | $8.38K | 0.00% | −53−33.3% | Reduced |
| Kilter Group LLC | 106 | $8.38K | 0.00% | −12−10.2% | Reduced |
| Sachetta, LLC | 113 | $8.93K | 0.00% | +100+769.2% | Added |
| Massmutual Trust Co FSB | 119 | $9.40K | 0.00% | −72−37.7% | Reduced |
| TD Waterhouse Canada Inc. | 124 | $9.42K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 120 | $9.47K | 0.00% | +50+71.4% | Added |
| Wiser Advisor Group LLC | 122 | $9.64K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 126 | $9.96K | 0.00% | +114+950.0% | Added |
| Smithfield Trust Co | 130 | $10.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 127 | $10.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 127 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 128 | $10.1K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 141 | $10.7K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 140 | $11.1K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 142 | $11.1K | 0.00% | +142 | New |
| Salomon & Ludwin, LLC | 176 | $13.4K | 0.00% | 00.0% | Unchanged |