| Cloud Capital Management, LLC | 16 | $0 | 0.00% | +16 | New |
| GPS Wealth Strategies Group, LLC | 2 | $56 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $84 | 0.00% | +3 | New |
| Private Wealth Management Group, LLC | 4 | $112 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $140 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 5 | $140 | 0.00% | +5 | New |
| SJS Investment Consulting Inc. | 7 | $196 | 0.00% | −8−53.3% | Reduced |
| Atlantic Union Bankshares Corp | 7 | $196 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 9 | $251 | 0.00% | +1+12.5% | Added |
| Rialto Wealth Management, LLC | 10 | $279 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 11 | $307 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $307 | 0.00% | +2+22.2% | Added |
| Binnacle Investments Inc | 11 | $307 | 0.00% | +11 | New |
| MV Capital Management, Inc. | 19 | $531 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 19 | $531 | 0.00% | 00.0% | Unchanged |
| S&T Bank | 20 | $558 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $558 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 21 | $586 | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 33 | $921 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 33 | $921 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 37 | $1.03K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 37 | $1.03K | 0.00% | +8+27.6% | Added |
| City State Bank | 40 | $1.12K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 40 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 40 | $1.12K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 47 | $1.33K | 0.00% | +47 | New |
| Glass Jacobson Investment Advisors llc | 50 | $1.40K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 51 | $1.42K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 54 | $1.50K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 57 | $1.59K | 0.00% | −7−10.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 61 | $1.70K | 0.00% | +61 | New |
| Rossby Financial, LCC | 62 | $1.75K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 63 | $1.76K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 69 | $1.93K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 70 | $1.95K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 71 | $1.99K | 0.00% | −102−59.0% | Reduced |
| Sound Income Strategies, LLC | 80 | $2.12K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 80 | $2.23K | 0.00% | +80 | New |
| Sachetta, LLC | 84 | $2.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 88 | $2.46K | 0.00% | −50−36.2% | Reduced |
| Sunbelt Securities, Inc. | 98 | $2.73K | 0.00% | +60+157.9% | Added |
| Danske Bank A/S | 100 | $2.79K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $2.79K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $2.79K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 103 | $2.87K | 0.00% | +49+90.7% | Added |
| N.E.W. Advisory Services LLC | 105 | $2.93K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 120 | $3.00K | 0.00% | +22+22.4% | Added |
| Manchester Capital Management LLC | 109 | $3.04K | 0.00% | −28−20.4% | Reduced |
| Activest Wealth Management | 110 | $3.07K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 127 | $3.54K | 0.00% | +75+144.2% | Added |
| Boyd Watterson Asset Management LLC | 132 | $3.68K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 127 | $3.71K | 0.00% | −3−2.3% | Reduced |
| Winch Advisory Services, LLC | 134 | $3.73K | 0.00% | +1+0.8% | Added |
| Horrell Capital Management, Inc. | 147 | $4.10K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 147 | $4.10K | 0.00% | +147 | New |
| Atlantic Trust, LLC | 153 | $4.27K | 0.00% | −251−62.1% | Reduced |
| Spire Wealth Management | 165 | $4.60K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 165 | $4.60K | 0.00% | +87+111.5% | Added |
| Global Trust Asset Management, LLC | 166 | $4.63K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 175 | $4.88K | 0.00% | −5−2.8% | Reduced |
| Richardson Capital Management LLC | 185 | $5.15K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 190 | $5.30K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 188 | $5.33K | 0.00% | +188 | New |
| McIlrath & Eck, LLC | 192 | $5.36K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $5.58K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 200 | $5.58K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $5.58K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $5.58K | 0.00% | 00.0% | Unchanged |
| Prudent Man Investment Management, Inc. | 200 | $6.03K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 223 | $6.22K | 0.00% | +223 | New |
| Bruce G. Allen Investments, LLC | 224 | $6.25K | 0.00% | 00.0% | Unchanged |
| Curat Global, LLC | 230 | $6.42K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 238 | $6.64K | 0.00% | +1+0.4% | Added |
| Bradley & Co. Private Wealth Management, LLC | 250 | $6.97K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 256 | $7.14K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 256 | $7.14K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 263 | $7.34K | 0.00% | +263 | New |
| First Command Advisory Services, Inc. | 268 | $7.48K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 272 | $7.59K | 0.00% | −6−2.2% | Reduced |
| Fortis Group Advisors, LLC | 290 | $8.09K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 300 | $8.37K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 301 | $8.39K | 0.00% | +1+0.3% | Added |
| Smartleaf Asset Management LLC | 305 | $8.75K | 0.00% | −101−24.9% | Reduced |
| WPG Advisers, LLC | 317 | $8.84K | 0.01% | −17−5.1% | Reduced |
| Assetmark, Inc | 330 | $9.20K | 0.00% | −2,739−89.2% | Reduced |
| North Star Investment Management Corp. | 340 | $9.49K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 340 | $9.49K | 0.00% | +340 | New |
| NBT Bank N A | 362 | $10.1K | 0.00% | −1−0.3% | Reduced |
| Versant Capital Management, Inc | 366 | $10.2K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 380 | $10.6K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 411 | $11.0K | 0.00% | +3+0.7% | Added |
| Country Trust Bank | 400 | $11.2K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 293 | $11.3K | 0.01% | +2+0.7% | Added |
| Luken Investment Analytics, LLC | 412 | $11.5K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 415 | $11.6K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 421 | $11.7K | 0.00% | +386+1,102.9% | Added |
| Wealthspire Advisors, LLC | 421 | $11.7K | 0.00% | +421 | New |
| Essential Partners LLC | 431 | $12.0K | 0.00% | +427+10,675.0% | Added |
| Rise Advisors, LLC | 447 | $12.5K | 0.00% | +3+0.7% | Added |