| Measured Wealth Private Client Group, LLC | 0 | $32 | 0.00% | −49−100.0% | Reduced |
| Hughes Financial Services, LLC | 1 | $108 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $117 | 0.00% | +1 | New |
| International Assets Investment Management, LLC | 2 | $215 | 0.00% | +2 | New |
| Godfrey Financial Associates, Inc. | 2 | $216 | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 2 | $216 | 0.00% | +2 | New |
| AdvisorNet Financial, Inc | 2 | $216 | 0.00% | +2 | New |
| Horizon Investments, LLC | 2 | $216 | 0.00% | +2 | New |
| Vermillion Wealth Management, Inc. | 2 | $216 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $217 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $217 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 3 | $325 | 0.00% | −1−25.0% | Reduced |
| NBT Bank N A | 3 | $325 | 0.00% | +3 | New |
| Curio Wealth, LLC | 3 | $325 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 4 | $433 | 0.00% | −5−55.6% | Reduced |
| Financial Management Professionals, Inc. | 5 | $541 | 0.00% | +5 | New |
| Hilton Head Capital Partners, LLC | 6 | $649 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 6 | $649 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $649 | 0.00% | +3+100.0% | Added |
| Principia Wealth Advisory, LLC | 6 | $649 | 0.00% | +4+200.0% | Added |
| Legacy Wealth Managment, LLC | 6 | $650 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 7 | $758 | 0.00% | +3+75.0% | Added |
| Prestige Wealth Management Group LLC | 7 | $764 | 0.00% | +2+40.0% | Added |
| Investment Counsel Co of Nevada | 8 | $866 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 8 | $866 | 0.00% | +3+60.0% | Added |
| Golden State Wealth Management, LLC | 8 | $877 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $974 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 9 | $974 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 17 | $1.00K | 0.00% | +5+41.7% | Added |
| Aspect Partners, LLC | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 11 | $1.19K | 0.00% | +11 | New |
| Jackson, Grant Investment Advisers, Inc. | 12 | $1.30K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 12 | $1.30K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 12 | $1.30K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 12 | $1.30K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 12 | $1.30K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 12 | $1.31K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 13 | $1.41K | 0.00% | +13 | New |
| CBIZ Investment Advisory Services, LLC | 13 | $1.42K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 14 | $1.51K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 14 | $1.52K | 0.00% | −15−51.7% | Reduced |
| Rialto Wealth Management, LLC | 14 | $1.52K | 0.00% | +10+250.0% | Added |
| Cromwell Holdings LLC | 14 | $1.53K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 15 | $1.62K | 0.00% | +1+7.1% | Added |
| Raffa Wealth Management, LLC | 16 | $1.73K | 0.00% | +2+14.3% | Added |
| Bogart Wealth, LLC | 16 | $1.74K | 0.00% | +10+166.7% | Added |
| Bay Harbor Wealth Management, LLC | 17 | $1.84K | 0.00% | +14+466.7% | Added |
| Bell Investment Advisors, Inc | 18 | $1.95K | 0.00% | +5+38.5% | Added |
| Wealth Preservation Advisors, LLC | 19 | $2.06K | 0.00% | +19 | New |
| DiNuzzo Private Wealth, Inc. | 19 | $2.06K | 0.00% | +3+18.8% | Added |
| First Command Advisory Services, Inc. | 20 | $2.19K | 0.00% | +20 | New |
| Duncker Streett & Co Inc | 20 | $2.20K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 21 | $2.27K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 21 | $2.27K | 0.00% | −2−8.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 21 | $2.28K | 0.00% | +21 | New |
| Toth Financial Advisory Corp | 22 | $2.38K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 28 | $3.03K | 0.00% | +28 | New |
| St Germain D J Co Inc | 31 | $3.35K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 31 | $3.35K | 0.00% | +1+3.3% | Added |
| Maseco LLP | 32 | $3.46K | 0.00% | +28+700.0% | Added |
| Kingdom Financial Group LLC. | 33 | $3.57K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 33 | $3.57K | 0.00% | +33 | New |
| Newbridge Financial Services Group, Inc. | 33 | $3.57K | 0.00% | +33 | New |
| Sunbelt Securities, Inc. | 34 | $3.68K | 0.00% | −19−35.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 34 | $3.75K | 0.00% | −33−49.3% | Reduced |
| Golden State Equity Partners | 35 | $3.79K | 0.00% | +35 | New |
| Valued Wealth Advisors LLC | 35 | $3.85K | 0.00% | +18+105.9% | Added |
| Raleigh Capital Management Inc. | 37 | $3.97K | 0.00% | +36+3,600.0% | Added |
| Capital Advisors, Ltd. LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 35 | $4.30K | 0.00% | +32+1,066.7% | Added |
| Bruce G. Allen Investments, LLC | 40 | $4.33K | 0.00% | −4−9.1% | Reduced |
| Entrust Financial LLC | 41 | $4.44K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 42 | $4.55K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 43 | $4.65K | 0.00% | +43 | New |
| Dunhill Financial, LLC | 44 | $4.81K | 0.00% | +27+158.8% | Added |
| Cherry Tree Wealth Management, LLC | 45 | $4.87K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 45 | $4.87K | 0.00% | +45 | New |
| Triumph Capital Management | 45 | $4.91K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 50 | $5.41K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 50 | $5.41K | 0.00% | +50 | New |
| McIlrath & Eck, LLC | 51 | $5.57K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 52 | $5.63K | 0.00% | +52 | New |
| Estabrook Capital Management | 54 | $5.84K | 0.00% | +54 | New |
| HM Payson & Co | 55 | $5.95K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 57 | $6.17K | 0.00% | +57 | New |
| WPG Advisers, LLC | 58 | $6.28K | 0.00% | +2+3.6% | Added |
| Sachetta, LLC | 58 | $6.28K | 0.00% | +32+123.1% | Added |
| SHP Wealth Management | 59 | $6.38K | 0.00% | +5+9.3% | Added |
| Mechanics Financial Corp | 60 | $6.49K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 60 | $6.49K | 0.00% | +4+7.1% | Added |
| JFS Wealth Advisors, LLC | 60 | $6.51K | 0.00% | −38−38.8% | Reduced |
| Silicon Valley Capital Partners | 61 | $6.62K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 64 | $6.93K | 0.00% | +6+10.3% | Added |
| SBI Securities Co., Ltd. | 64 | $6.93K | 0.00% | +11+20.8% | Added |
| Whittier Trust Co of Nevada Inc | 66 | $7.01K | 0.00% | −1−1.5% | Reduced |
| Benson Wealth Management INC | 66 | $7.14K | 0.01% | 00.0% | Unchanged |
| Kilter Group LLC | 66 | $7.14K | 0.00% | +26+65.0% | Added |
| Napier Financial, LLC | 66 | $7.14K | 0.00% | +66 | New |
| Fortitude Family Office, LLC | 68 | $7.36K | 0.00% | +60+750.0% | Added |