| Coston, McIsaac & Partners | 12 | $0 | 0.00% | +7+140.0% | Added |
| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Core Alternative Capital | 2 | $142 | 0.00% | −326−99.4% | Reduced |
| Cornerstone Planning Group LLC | 7 | $480 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 7 | $497 | 0.00% | −1−12.5% | Reduced |
| Global Trust Asset Management, LLC | 8 | $567 | 0.00% | +8 | New |
| Global Financial Private Client, LLC | 9 | $659 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $709 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $709 | 0.00% | +10 | New |
| EntryPoint Capital, LLC | 11 | $780 | 0.00% | −1,044−99.0% | Reduced |
| Abound Wealth Management | 16 | $1.14K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 16 | $1.17K | 0.00% | −875−98.2% | Reduced |
| Perkins Coie Trust Co | 18 | $1.27K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 18 | $1.28K | 0.00% | +8+80.0% | Added |
| Vermillion & White Wealth Management Group, LLC | 20 | $1.42K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $1.43K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 21 | $1.49K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 22 | $1.56K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 22 | $1.56K | 0.00% | +22 | New |
| SOA Wealth Advisors, LLC. | 23 | $1.63K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 23 | $1.65K | 0.00% | +23 | New |
| BFSG, LLC | 25 | $1.77K | 0.00% | +25 | New |
| FinTrust Capital Advisors, LLC | 26 | $1.88K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 32 | $1.95K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 28 | $1.99K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | +13+61.9% | Added |
| Aspect Partners, LLC | 30 | $2.13K | 0.00% | +30 | New |
| Richardson Financial Services Inc. | 0 | $2.13K | 0.00% | 0 | New |
| Kelly Financial Services LLC | 31 | $2.20K | 0.00% | +2+6.9% | Added |
| Armstrong Advisory Group, Inc | 41 | $2.47K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 37 | $2.62K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 39 | $2.76K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $2.83K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 39 | $2.85K | 0.00% | +39 | New |
| Blue Bell Private Wealth Management, LLC | 44 | $3.12K | 0.00% | −100−69.4% | Reduced |
| Mendota Financial Group, LLC | 46 | $3.26K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 46 | $3.27K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 47 | $3.33K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $3.54K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 50 | $3.55K | 0.00% | +50 | New |
| Raffa Wealth Management, LLC | 54 | $3.83K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 59 | $4.00K | 0.00% | +59 | New |
| REAP Financial Group, LLC | 57 | $4.05K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 56 | $4.10K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 59 | $4.16K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 67 | $4.75K | 0.00% | 00.0% | Unchanged |
| Vima LLC | 110 | $4.76K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 72 | $5.12K | 0.01% | −2−2.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 73 | $5.17K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 74 | $5.25K | 0.00% | −2−2.6% | Reduced |
| Brown Brothers Harriman & Co | 78 | $5.53K | 0.00% | +78 | New |
| Fortitude Family Office, LLC | 79 | $5.60K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 88 | $6.24K | 0.00% | +88 | New |
| C M Bidwell & Associates Ltd | 89 | $6.31K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 93 | $6.57K | 0.00% | +1+1.1% | Added |
| Addison Advisors LLC | 93 | $6.59K | 0.00% | +93 | New |
| Raleigh Capital Management Inc. | 95 | $6.73K | 0.00% | −130−57.8% | Reduced |
| Toth Financial Advisory Corp | 95 | $6.73K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 100 | $7.09K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 100 | $7.09K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 100 | $7.09K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $7.10K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 102 | $7.23K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 100 | $7.32K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 114 | $8.08K | 0.00% | +52+83.9% | Added |
| Laffer Tengler Investments | 115 | $8.15K | 0.00% | −1,285−91.8% | Reduced |
| TFC Financial Management | 116 | $8.22K | 0.00% | +4+3.6% | Added |
| Cetera Trust Company, N.A | 123 | $8.72K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 129 | $9.14K | 0.00% | +62+92.5% | Added |
| Highline Wealth Partners LLC | 130 | $9.21K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 130 | $9.23K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 133 | $9.43K | 0.00% | +133 | New |
| Wetzel Investment Advisors, Inc. | 150 | $9.79K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 150 | $10.0K | 0.00% | +5+3.4% | Added |
| TD Capital Management LLC | 145 | $10.3K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 150 | $10.6K | 0.00% | +150 | New |
| Hilltop National Bank | 150 | $10.6K | 0.00% | +150 | New |
| J.Safra Asset Management Corp | 161 | $11.4K | 0.00% | +161 | New |
| Larson Financial Group LLC | 161 | $11.4K | 0.00% | +33+25.8% | Added |
| Crewe Advisors LLC | 165 | $11.7K | 0.00% | +165 | New |
| Atticus Wealth Management, LLC | 176 | $12.5K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 180 | $12.8K | 0.01% | +180 | New |
| Harbor Investment Advisory, LLC | 188 | $13.3K | 0.00% | +81+75.7% | Added |
| Sachetta, LLC | 221 | $13.3K | 0.01% | 00.0% | Unchanged |
| Webster Bank, N. A. | 189 | $13.4K | 0.00% | +82+76.6% | Added |
| GHP Investment Advisors, Inc. | 193 | $13.7K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 201 | $14.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 199 | $14.1K | 0.00% | −32−13.9% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 200 | $14.2K | 0.01% | −100−33.3% | Reduced |
| Gables Capital Management Inc. | 200 | $14.2K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $14.2K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 202 | $14.3K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 202 | $14.3K | 0.00% | +25+14.1% | Added |
| Institutional & Family Asset Management, LLC | 208 | $14.7K | 0.00% | +54+35.1% | Added |
| Financial Perspectives, Inc | 209 | $14.8K | 0.01% | −1−0.5% | Reduced |
| TCTC Holdings, LLC | 210 | $14.9K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 216 | $15.3K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 220 | $15.6K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 229 | $16.2K | 0.00% | +1+0.4% | Added |
| Private Wealth Management Group, LLC | 233 | $16.5K | 0.01% | +11+5.0% | Added |