| Navigoe, LLC | 1 | $0 | 0.00% | +1 | New |
| Plante Moran Financial Advisors, LLC | 1 | $271 | 0.00% | +1 | New |
| Mascoma Wealth Management LLC | 1 | $271 | 0.00% | +1 | New |
| High Note Wealth, LLC | 1 | $271 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $272 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2 | $429 | 0.00% | +2 | New |
| Mather Group, LLC. | 2 | $543 | 0.00% | −5−71.4% | Reduced |
| Gen-Wealth Partners Inc | 2 | $543 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $543 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $543 | 0.00% | +1+100.0% | Added |
| Spire Wealth Management | 2 | $543 | 0.00% | +2 | New |
| ROSS\JOHNSON & Associates LLC | 2 | $543 | 0.01% | +2 | New |
| PEAK6 LLC | 2 | $608 | 0.00% | −1,238−99.8% | Reduced |
| AdvisorNet Financial, Inc | 3 | $814 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $814 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 3 | $814 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 3 | $814 | 0.00% | +2+200.0% | Added |
| GHP Investment Advisors, Inc. | 3 | $815 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $815 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3 | $815 | 0.00% | +2+200.0% | Added |
| DecisionPoint Financial, LLC | 3 | $829 | 0.00% | +1+50.0% | Added |
| Atlantic Union Bankshares Corp | 4 | $1.09K | 0.00% | −31−88.6% | Reduced |
| Cornerstone Financial Management LLC | 4 | $1.09K | 0.00% | −2−33.3% | Reduced |
| Triumph Capital Management | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 4 | $1.09K | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 4 | $1.09K | 0.00% | +4 | New |
| Mechanics Financial Corp | 5 | $1.36K | 0.00% | +5 | New |
| Creative Capital Management Investments LLC | 5 | $1.36K | 0.00% | +5 | New |
| American Capital Advisory, LLC | 5 | $1.36K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6 | $1.63K | 0.00% | −2−25.0% | Reduced |
| Atlas Capital Advisors LLC | 6 | $1.63K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 6 | $1.63K | 0.00% | +3+100.0% | Added |
| HFM Investment Advisors, LLC | 6 | $1.63K | 0.00% | +4+200.0% | Added |
| GoalVest Advisory LLC | 6 | $1.63K | 0.00% | +6 | New |
| Planning Strategies Inc. | 6 | $1.63K | 0.00% | +6 | New |
| NBT Bank N A | 7 | $1.90K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 7 | $1.90K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $1.90K | 0.00% | +1+16.7% | Added |
| South State Corp. | 7 | $1.90K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 7 | $1.90K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $1.90K | 0.00% | +4+133.3% | Added |
| Montag A & Associates Inc | 7 | $2.03K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 8 | $2.17K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 8 | $2.17K | 0.00% | 00.0% | Unchanged |
| Brooklyn FI, LLC | 9 | $2.38K | 0.00% | +9 | New |
| Investors Research Corp | 9 | $2.44K | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 9 | $2.44K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $2.71K | 0.00% | +1+11.1% | Added |
| DiNuzzo Private Wealth, Inc. | 10 | $2.71K | 0.00% | +1+11.1% | Added |
| Winthrop Capital Management, LLC | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 12 | $3.26K | 0.00% | +12 | New |
| Manchester Capital Management LLC | 12 | $3.26K | 0.00% | −437−97.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 12 | $3.26K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 13 | $3.53K | 0.00% | +2+18.2% | Added |
| MV Capital Management, Inc. | 14 | $3.80K | 0.00% | +9+180.0% | Added |
| Synergy Investment Management, LLC | 15 | $3.81K | 0.00% | +15 | New |
| Beacon Investment Advisory Services, Inc. | 15 | $4.07K | 0.00% | +15 | New |
| Vanguard National Trust Co | 16 | $4.34K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 16 | $4.34K | 0.00% | +16 | New |
| Hughes Financial Services, LLC | 17 | $4.62K | 0.00% | +14+466.7% | Added |
| Avion Wealth | 22 | $5.00K | 0.00% | −3−12.0% | Reduced |
| Capital Advisors, Ltd. LLC | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 19 | $5.11K | 0.00% | +19 | New |
| Atlantic Trust, LLC | 19 | $5.16K | 0.00% | +1+5.6% | Added |
| West Paces Advisors Inc. | 19 | $5.16K | 0.00% | +19 | New |
| Fourth Dimension Wealth, LLC | 19 | $5.16K | 0.00% | +19 | New |
| Hartford Financial Management Inc. | 20 | $5.43K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 20 | $5.43K | 0.00% | +20 | New |
| Cape Investment Advisory, Inc. | 22 | $5.97K | 0.00% | +22 | New |
| Ankerstar Wealth, LLC | 23 | $6.24K | 0.01% | −37−61.7% | Reduced |
| Highline Wealth Partners LLC | 23 | $6.24K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 23 | $6.24K | 0.00% | +9+64.3% | Added |
| LifeSteps Financial, Inc. | 23 | $6.24K | 0.00% | +23 | New |
| Activest Wealth Management | 24 | $6.51K | 0.00% | +24 | New |
| IMA Wealth, Inc. | 25 | $6.79K | 0.00% | +10+66.7% | Added |
| Private Wealth Management Group, LLC | 25 | $6.79K | 0.00% | +25 | New |
| Dunhill Financial, LLC | 25 | $7.04K | 0.00% | +21+525.0% | Added |
| Strengthening Families & Communities, LLC | 27 | $7.33K | 0.00% | +27 | New |
| N.E.W. Advisory Services LLC | 28 | $7.60K | 0.00% | −16−36.4% | Reduced |
| Marquette Asset Management, LLC | 28 | $7.60K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 29 | $7.87K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 29 | $7.87K | 0.01% | +29 | New |
| Cornerstone Planning Group LLC | 31 | $8.19K | 0.00% | +7+29.2% | Added |
| Advocate Investing Services LLC | 31 | $8.41K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 31 | $8.80K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 33 | $8.96K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 34 | $9.23K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 34 | $9.23K | 0.00% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 36 | $9.77K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 36 | $9.77K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 36 | $9.77K | 0.00% | +10+38.5% | Added |
| Wealth Enhancement Trust Services, Inc. | 38 | $10.3K | 0.00% | +38 | New |
| Sachetta, LLC | 40 | $10.9K | 0.01% | +1+2.6% | Added |
| Cromwell Holdings LLC | 43 | $11.7K | 0.01% | +23+115.0% | Added |
| JFS Wealth Advisors, LLC | 45 | $12.2K | 0.00% | +4+9.8% | Added |
| Action Point Financial Planning, LLC | 48 | $12.5K | 0.00% | +48 | New |
| Ameriflex Group, Inc. | 48 | $13.0K | 0.01% | +48 | New |
| Strategic Wealth Partners, Ltd. | 50 | $13.6K | 0.00% | −5−9.1% | Reduced |
| Barrett & Company, Inc. | 50 | $13.6K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 50 | $13.6K | 0.01% | 00.0% | Unchanged |