| Quest 10 Wealth Builders, Inc. | 0 | $273 | 0.00% | 0 | New |
| Chesapeake Asset Management LLC | 1 | $579 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 1 | $580 | 0.00% | −1−50.0% | Reduced |
| Raffa Wealth Management, LLC | 1 | $580 | 0.00% | −1−50.0% | Reduced |
| Horizon Financial Services, LLC | 1 | $580 | 0.00% | −1−50.0% | Reduced |
| West Paces Advisors Inc. | 1 | $580 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $580 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 1 | $580 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $580 | 0.00% | +1 | New |
| First Command Advisory Services, Inc. | 1 | $580 | 0.00% | +1 | New |
| Bare Financial Services, Inc | 1 | $580 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $580 | 0.00% | +1 | New |
| Bay Harbor Wealth Management, LLC | 1 | $581 | 0.00% | +1 | New |
| PEAK6 LLC | 2 | $913 | 0.00% | −935−99.8% | Reduced |
| TFC Financial Management | 2 | $1.16K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $1.16K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $1.16K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 2 | $1.16K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2 | $1.16K | 0.00% | +2 | New |
| Riggs Asset Managment Co. Inc. | 2 | $1.16K | 0.00% | +2 | New |
| Key Financial Inc | 2 | $1.16K | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 2 | $1.16K | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $1.16K | 0.00% | +2 | New |
| Cranbrook Wealth Management, LLC | 2 | $1.28K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $1.69K | 0.00% | +2+200.0% | Added |
| Hexagon Capital Partners LLC | 3 | $1.74K | 0.00% | −3−50.0% | Reduced |
| Albion Financial Group | 3 | $1.74K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $1.74K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 3 | $1.74K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $1.74K | 0.00% | +2+200.0% | Added |
| Addison Advisors LLC | 3 | $1.74K | 0.00% | +3 | New |
| Hughes Financial Services, LLC | 3 | $1.74K | 0.00% | +3 | New |
| Avion Wealth | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $2.00K | 0.00% | +1+50.0% | Added |
| NBC Securities, Inc. | 5 | $2.00K | 0.00% | +5 | New |
| Colonial Trust Co | 4 | $2.06K | 0.00% | −23−85.2% | Reduced |
| Kozak & Associates, Inc. | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $2.90K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $2.90K | 0.00% | +1+25.0% | Added |
| WealthCollab, LLC | 5 | $2.90K | 0.00% | +2+66.7% | Added |
| Garde Capital, Inc. | 5 | $2.90K | 0.00% | +5 | New |
| Prestige Wealth Management Group LLC | 5 | $2.91K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 6 | $3.22K | 0.00% | +3+100.0% | Added |
| Abound Wealth Management | 6 | $3.25K | 0.00% | −1−14.3% | Reduced |
| Legacy Wealth Managment, LLC | 6 | $3.48K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 6 | $3.48K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 6 | $3.48K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 791 | $3.48K | 0.00% | +785+13,083.3% | Added |
| Synergy Investment Management, LLC | 6 | $3.48K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 6 | $3.49K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $3.56K | 0.00% | −2−25.0% | Reduced |
| Smithfield Trust Co | 5 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $4.06K | 0.00% | −10−58.8% | Reduced |
| Creative Financial Designs Inc | 7 | $4.06K | 0.00% | +4+133.3% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 7 | $4.07K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $4.64K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 8 | $4.64K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 8 | $4.64K | 0.01% | +5+166.7% | Added |
| Activest Wealth Management | 8 | $4.64K | 0.00% | +8 | New |
| Beacon Capital Management, LLC | 8 | $4.65K | 0.00% | +1+14.3% | Added |
| ORG Partners LLC | 8 | $4.65K | 0.00% | +8 | New |
| Washington Trust Co | 8 | $4.69K | 0.00% | −9−52.9% | Reduced |
| Cheviot Value Management, LLC | 8 | $5.02K | 0.00% | +8 | New |
| Logan Capital Management Inc | 9 | $5.22K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $5.22K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 9 | $5.22K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 9 | $5.22K | 0.00% | +9 | New |
| Tidemark, LLC | 9 | $5.22K | 0.00% | +9 | New |
| Sound Income Strategies, LLC | 9 | $5.25K | 0.00% | −297−97.1% | Reduced |
| HM Payson & Co | 10 | $5.80K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $5.80K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 10 | $5.80K | 0.00% | +10 | New |
| Armstrong Advisory Group, Inc | 10 | $5.95K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 11 | $6.38K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 11 | $6.38K | 0.00% | +1+10.0% | Added |
| City Holding Co | 12 | $6.96K | 0.00% | +12 | New |
| Sunbelt Securities, Inc. | 12 | $6.96K | 0.00% | −4−25.0% | Reduced |
| Atwood & Palmer Inc | 12 | $6.96K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 12 | $6.96K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 12 | $6.96K | 0.00% | +4+50.0% | Added |
| Highline Wealth Partners LLC | 12 | $6.96K | 0.00% | +10+500.0% | Added |
| North Capital, Inc. | 12 | $6.96K | 0.01% | +12 | New |
| Clark Wealth Partners | 12 | $6.96K | 0.01% | +12 | New |
| Hemington Wealth Management | 13 | $7.00K | 0.00% | +4+44.4% | Added |
| Eastern Bank | 13 | $7.54K | 0.00% | +2+18.2% | Added |
| Pacific Center for Financial Services | 14 | $8.12K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 15 | $8.70K | 0.00% | −1−6.3% | Reduced |
| Sachetta, LLC | 15 | $8.71K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $9.28K | 0.00% | +6+60.0% | Added |
| Sandy Spring Bank | 17 | $9.86K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 17 | $9.86K | 0.00% | +17 | New |
| Cullen/Frost Bankers, Inc. | 17 | $9.87K | 0.00% | −718−97.7% | Reduced |
| Saudi Central Bank | 19 | $11.0K | 0.06% | +19 | New |
| Morgan Dempsey Capital Management LLC | 19 | $11.0K | 0.00% | 00.0% | Unchanged |
| Berbice Capital Management LLC | 20 | $11.6K | 0.01% | +20 | New |
| Harbor Investment Advisory, LLC | 21 | $12.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 21 | $12.2K | 0.00% | +9+75.0% | Added |
| Country Trust Bank | 24 | $13.9K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 25 | $14.0K | 0.01% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 24 | $14.0K | 0.00% | 00.0% | Unchanged |