| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Maryland Capital Advisors Inc. | 1 | $51 | 0.00% | +1 | New |
| Concord Wealth Partners | 2 | $102 | 0.00% | +2 | New |
| Medallion Wealth Advisors, LLC | 2 | $102 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $154 | 0.00% | +3 | New |
| Atlantic Union Bankshares Corp | 5 | $255 | 0.00% | −6−54.5% | Reduced |
| Investors Research Corp | 5 | $255 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 5 | $255 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $255 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $255 | 0.00% | +5 | New |
| Financial Consulate, Inc | 6 | $306 | 0.00% | 00.0% | Unchanged |
| Motco | 7 | $357 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 7 | $357 | 0.00% | +7 | New |
| MCF Advisors LLC | 8 | $408 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $510 | 0.00% | +1+11.1% | Added |
| Bryn Mawr Trust Co | 10 | $510 | 0.00% | +10 | New |
| Signature Equity Partners, LLC | 12 | $612 | 0.00% | +6+100.0% | Added |
| Creative Capital Management Investments LLC | 14 | $713 | 0.00% | +14 | New |
| Whipplewood Advisors, LLC | 15 | $764 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 16 | $816 | 0.00% | +8+100.0% | Added |
| Capital Analysts, LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $1.02K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 21 | $1.07K | 0.00% | +7+50.0% | Added |
| Raffa Wealth Management, LLC | 22 | $1.12K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 23 | $1.17K | 0.00% | +14+155.6% | Added |
| Addison Advisors LLC | 24 | $1.22K | 0.00% | +24 | New |
| Creative Financial Designs Inc | 25 | $1.27K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 25 | $1.27K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 26 | $1.32K | 0.00% | +26 | New |
| DiNuzzo Private Wealth, Inc. | 27 | $1.38K | 0.00% | −2−6.9% | Reduced |
| Aventura Private Wealth, LLC | 28 | $1.43K | 0.00% | +28 | New |
| Fortitude Family Office, LLC | 30 | $1.53K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 31 | $1.58K | 0.00% | +31 | New |
| AdvisorNet Financial, Inc | 33 | $1.68K | 0.00% | +32+3,200.0% | Added |
| Manning & Napier Advisors LLC | 33 | $1.69K | 0.00% | +33 | New |
| Geneos Wealth Management Inc. | 35 | $1.78K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 35 | $1.78K | 0.00% | +35 | New |
| 1620 Investment Advisors, Inc. | 36 | $1.83K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 37 | $1.89K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 37 | $1.89K | 0.00% | +10+37.0% | Added |
| Cornerstone Planning Group LLC | 37 | $1.97K | 0.00% | +6+19.4% | Added |
| Capital Advisors, Ltd. LLC | 33 | $2.00K | 0.00% | −59−64.1% | Reduced |
| MTM Investment Management, LLC | 40 | $2.04K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 40 | $2.04K | 0.00% | +40 | New |
| Prestige Wealth Management Group LLC | 42 | $2.14K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 45 | $2.29K | 0.00% | +28+164.7% | Added |
| Rialto Wealth Management, LLC | 47 | $2.40K | 0.00% | +47 | New |
| Principia Wealth Advisory, LLC | 48 | $2.45K | 0.00% | +10+26.3% | Added |
| Vanguard National Trust Co | 50 | $2.55K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 53 | $2.70K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 53 | $2.70K | 0.00% | +24+82.8% | Added |
| ORG Wealth Partners, LLC | 56 | $2.85K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 65 | $3.31K | 0.00% | −1−1.5% | Reduced |
| ZRC Wealth Management, LLC | 71 | $3.62K | 0.00% | −104−59.4% | Reduced |
| North Star Investment Management Corp. | 72 | $3.67K | 0.00% | +72 | New |
| Bell Investment Advisors, Inc | 73 | $3.72K | 0.00% | −91−55.5% | Reduced |
| Bogart Wealth, LLC | 77 | $3.92K | 0.00% | +59+327.8% | Added |
| JPL Wealth Management, LLC | 80 | $4.08K | 0.00% | −34−29.8% | Reduced |
| Downshift Financial, LLC | 85 | $4.33K | 0.00% | +85 | New |
| Cromwell Holdings LLC | 86 | $4.38K | 0.00% | +86 | New |
| Rossby Financial, LCC | 94 | $4.79K | 0.00% | +22+30.6% | Added |
| SHP Wealth Management | 99 | $5.04K | 0.00% | +83+518.8% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 99 | $5.05K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $5.10K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 100 | $5.10K | 0.00% | +100 | New |
| Evolution Wealth Management Inc. | 100 | $5.10K | 0.00% | +100 | New |
| Ares Financial Consulting, LLC | 101 | $5.15K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 104 | $5.30K | 0.00% | −62−37.3% | Reduced |
| Avion Wealth | 123 | $6.00K | 0.00% | +45+57.7% | Added |
| JFS Wealth Advisors, LLC | 120 | $6.12K | 0.00% | −2−1.6% | Reduced |
| Action Point Financial Planning, LLC | 123 | $6.17K | 0.00% | +123 | New |
| CVA Family Office, LLC | 122 | $6.22K | 0.00% | −26−17.6% | Reduced |
| Atlantic Trust, LLC | 140 | $7.13K | 0.00% | −40−22.2% | Reduced |
| Assetmark, Inc | 145 | $7.39K | 0.00% | −71−32.9% | Reduced |
| Harbour Investments, Inc. | 160 | $8.15K | 0.00% | −231−59.1% | Reduced |
| Sachetta, LLC | 163 | $8.31K | 0.00% | +163 | New |
| Global Retirement Partners, LLC | 168 | $8.56K | 0.00% | +168 | New |
| Atlas Capital Advisors LLC | 177 | $9.02K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 180 | $9.17K | 0.00% | +54+42.9% | Added |
| Cetera Trust Company, N.A | 187 | $9.53K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 193 | $9.84K | 0.00% | −1−0.5% | Reduced |
| St Germain D J Co Inc | 195 | $9.94K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 203 | $10.3K | 0.01% | +1+0.5% | Added |
| Owl Creek Wealth Partners LLC | 225 | $11.5K | 0.00% | +200+800.0% | Added |
| Farmers & Merchants Investments Inc | 230 | $11.7K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 261 | $13.3K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 274 | $14.0K | 0.00% | −19−6.5% | Reduced |
| Ameritas Advisory Services, LLC | 277 | $14.1K | 0.00% | +277 | New |
| Rakuten Securities, Inc. | 285 | $14.5K | 0.00% | +210+280.0% | Added |
| Zions Bancorporation, National Association | 315 | $16.1K | 0.00% | +85+37.0% | Added |
| Salomon & Ludwin, LLC | 334 | $17.1K | 0.00% | +334 | New |
| Huntington National Bank | 380 | $19.4K | 0.00% | +43+12.8% | Added |
| Institute for Wealth Management, LLC. | 400 | $20.4K | 0.00% | +400 | New |
| Private Wealth Asset Management, LLC | 410 | $20.9K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 416 | $21.2K | 0.00% | +86+26.1% | Added |
| Basecamp Wealth Advisors LLC | 453 | $23.1K | 0.00% | +84+22.8% | Added |
| Activest Wealth Management | 466 | $23.7K | 0.00% | +320+219.2% | Added |
| CX Institutional | 488 | $25.0K | 0.00% | +280+134.6% | Added |