| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Financial Management Professionals, Inc. | 1 | $134 | 0.00% | +1 | New |
| ROSS\JOHNSON & Associates LLC | 1 | $134 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $135 | 0.00% | +1 | New |
| Abound Wealth Management | 1 | $135 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $137 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $261 | 0.00% | +2 | New |
| Private Trust Co NA | 2 | $268 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 2 | $268 | 0.00% | +2 | New |
| Cassaday & Co Wealth Management LLC | 2 | $269 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $402 | 0.00% | +3 | New |
| Compass Financial Management LLC | 3 | $402 | 0.00% | +3 | New |
| Prestige Wealth Management Group LLC | 3 | $403 | 0.00% | +2+200.0% | Added |
| Newbridge Financial Services Group, Inc. | 4 | $528 | 0.00% | −1,028−99.6% | Reduced |
| CoreCap Advisors, LLC | 4 | $536 | 0.00% | +3+300.0% | Added |
| Bogart Wealth, LLC | 4 | $536 | 0.00% | +4 | New |
| LRI Investments, LLC | 4 | $536 | 0.00% | +4 | New |
| Planning Strategies Inc. | 4 | $536 | 0.00% | +4 | New |
| Marquette Asset Management, LLC | 4 | $537 | 0.00% | +4 | New |
| Ares Financial Consulting, LLC | 5 | $670 | 0.00% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 5 | $670 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 5 | $670 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $804 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 6 | $804 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 7 | $938 | 0.00% | +3+75.0% | Added |
| Trifecta Capital Advisors, LLC | 7 | $939 | 0.00% | +7 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.07K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 9 | $1.21K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 9 | $1.21K | 0.00% | +9 | New |
| MV Capital Management, Inc. | 11 | $1.48K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 11 | $1.48K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $1.48K | 0.00% | +6+120.0% | Added |
| SBI Securities Co., Ltd. | 11 | $1.48K | 0.00% | +8+266.7% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $1.61K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.61K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 13 | $1.74K | 0.00% | +5+62.5% | Added |
| Huntington National Bank | 14 | $1.88K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 14 | $1.88K | 0.00% | +3+27.3% | Added |
| Highline Wealth Partners LLC | 16 | $2.15K | 0.00% | −35−68.6% | Reduced |
| Cornerstone Financial Management LLC | 17 | $2.28K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 18 | $2.41K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $2.68K | 0.00% | +20 | New |
| William B. Walkup & Associates, Inc. | 21 | $2.81K | 0.00% | +21 | New |
| JPL Wealth Management, LLC | 21 | $2.82K | 0.00% | −8−27.6% | Reduced |
| Salomon & Ludwin, LLC | 22 | $2.87K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 26 | $3.49K | 0.00% | +1+4.0% | Added |
| Ameriflex Group, Inc. | 27 | $3.62K | 0.00% | +27 | New |
| TD Waterhouse Canada Inc. | 30 | $3.91K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 30 | $4.02K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $4.02K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 31 | $4.16K | 0.00% | −1−3.1% | Reduced |
| UMA Financial Services, Inc. | 32 | $4.29K | 0.00% | 00.0% | Unchanged |
| Icon Advisers Inc | 35 | $4.69K | 0.00% | +35 | New |
| Zions Bancorporation, National Association | 38 | $5.09K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 43 | $5.36K | 0.00% | +43 | New |
| Rialto Wealth Management, LLC | 44 | $5.90K | 0.00% | +16+57.1% | Added |
| Ogorek Anthony Joseph | 51 | $6.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $6.03K | 0.00% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 45 | $6.03K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 48 | $6.43K | 0.00% | −28−36.8% | Reduced |
| Larson Financial Group LLC | 49 | $6.57K | 0.00% | +21+75.0% | Added |
| ZRC Wealth Management, LLC | 52 | $6.97K | 0.00% | +44+550.0% | Added |
| JFS Wealth Advisors, LLC | 55 | $7.37K | 0.00% | +2+3.8% | Added |
| Sachetta, LLC | 66 | $8.85K | 0.00% | +3+4.8% | Added |
| Private Wealth Management Group, LLC | 69 | $9.25K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 74 | $9.65K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 73 | $9.79K | 0.00% | 00.0% | Unchanged |
| High Point Wealth Management, LLC | 73 | $9.82K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 78 | $10.5K | 0.01% | +56+254.5% | Added |
| Persistent Asset Partners Ltd | 78 | $10.5K | 0.00% | +78 | New |
| SJS Investment Consulting Inc. | 82 | $11.0K | 0.00% | +5+6.5% | Added |
| Westside Investment Management, Inc. | 83 | $11.1K | 0.00% | −16−16.2% | Reduced |
| Mediolanum International Funds Ltd | 91 | $12.2K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 100 | $13.4K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 101 | $13.5K | 0.00% | +8+8.6% | Added |
| Northwestern Mutual Wealth Management Co | 107 | $14.3K | 0.00% | +2+1.9% | Added |
| Twin Lakes Capital Management, LLC | 113 | $15.1K | 0.01% | +1+0.9% | Added |
| Silver Grove Financial Group, Inc. | 116 | $15.6K | 0.01% | +16+16.0% | Added |
| Massmutual Trust Co FSB | 117 | $15.7K | 0.00% | −9−7.1% | Reduced |
| True Wealth Design, LLC | 117 | $15.7K | 0.00% | +33+39.3% | Added |
| Capital Advisors, Ltd. LLC | 137 | $18.0K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 135 | $18.1K | 0.00% | +135 | New |
| International Assets Investment Management, LLC | 140 | $18.3K | 0.00% | −38−21.3% | Reduced |
| Addison Advisors LLC | 142 | $19.0K | 0.01% | −98−40.8% | Reduced |
| Valued Wealth Advisors LLC | 149 | $20.0K | 0.01% | +149 | New |
| Wealth Enhancement Trust Services, Inc. | 155 | $20.8K | 0.00% | +131+545.8% | Added |
| Bell Investment Advisors, Inc | 156 | $20.9K | 0.00% | +7+4.7% | Added |
| McMillan Office, Inc. | 158 | $21.2K | 0.00% | 00.0% | Unchanged |
| Motco | 159 | $21.3K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 170 | $22.8K | 0.00% | +46+37.1% | Added |
| Spire Wealth Management | 200 | $26.8K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 201 | $26.9K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 207 | $27.8K | 0.00% | +2+1.0% | Added |
| High Note Wealth, LLC | 208 | $27.9K | 0.00% | 00.0% | Unchanged |