| Reston Wealth Management LLC | 1 | $53 | 0.00% | +1 | New |
| West Branch Capital LLC | 2 | $139 | 0.00% | +2 | New |
| Activest Wealth Management | 4 | $285 | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 7 | $498 | 0.00% | +7 | New |
| Legacy Investment Solutions, LLC | 9 | $546 | 0.00% | +9 | New |
| Legacy Wealth Managment, LLC | 9 | $546 | 0.00% | +9 | New |
| BFSG, LLC | 11 | $783 | 0.00% | +11 | New |
| EnRich Financial Partners LLC | 12 | $854 | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 12 | $854 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 12 | $866 | 0.00% | +5+71.4% | Added |
| ClariVest Asset Management LLC | 14 | $921 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 14 | $996 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 20 | $1.40K | 0.00% | −29−59.2% | Reduced |
| Raffa Wealth Management, LLC | 22 | $1.57K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 22 | $1.57K | 0.00% | +4+22.2% | Added |
| Westside Investment Management, Inc. | 24 | $1.71K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 27 | $1.91K | 0.00% | +1+3.8% | Added |
| Fortitude Family Office, LLC | 28 | $1.99K | 0.00% | +28 | New |
| Sawyer & Company, Inc | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 33 | $2.35K | 0.00% | −15−31.3% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 43 | $2.63K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 40 | $2.85K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 50 | $3.00K | 0.00% | +50 | New |
| Plante Moran Financial Advisors, LLC | 44 | $3.13K | 0.00% | +44 | New |
| Ashton Thomas Securities, LLC | 49 | $3.49K | 0.00% | +49 | New |
| Annapolis Financial Services, LLC | 49 | $3.49K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 53 | $3.76K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 65 | $4.62K | 0.00% | +25+62.5% | Added |
| Archer Investment Corp | 68 | $4.84K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 73 | $5.19K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 77 | $5.48K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 79 | $5.62K | 0.00% | −1,274−94.2% | Reduced |
| MV Capital Management, Inc. | 79 | $5.62K | 0.00% | +79 | New |
| Byrne Asset Management LLC | 90 | $6.41K | 0.00% | −50−35.7% | Reduced |
| Coastline Trust Co | 90 | $6.41K | 0.00% | +90 | New |
| WR Wealth Planners, LLC | 92 | $6.55K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 95 | $6.76K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 101 | $7.00K | 0.00% | +59+140.5% | Added |
| Hantz Financial Services, Inc. | 104 | $7.00K | 0.00% | +104 | New |
| Kelly Lawrence W & Associates Inc | 100 | $7.12K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 100 | $7.12K | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 100 | $7.12K | 0.00% | +100 | New |
| HighMark Wealth Management LLC | 102 | $7.29K | 0.00% | +2+2.0% | Added |
| True Wealth Design, LLC | 110 | $7.83K | 0.00% | −12,047−99.1% | Reduced |
| Oakworth Capital, Inc. | 110 | $7.83K | 0.00% | +110 | New |
| IAG Wealth Partners, LLC | 118 | $8.40K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 128 | $8.55K | 0.00% | −1,092−89.5% | Reduced |
| Washington Trust Advisors, Inc. | 123 | $8.75K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 128 | $9.11K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 131 | $9.32K | 0.00% | +114+670.6% | Added |
| Golden State Equity Partners | 132 | $9.39K | 0.00% | +132 | New |
| Chelsea Counsel Co | 133 | $9.47K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 136 | $9.65K | 0.00% | +4+3.0% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 144 | $10.0K | 0.00% | −437−75.2% | Reduced |
| Naples Money Management LLC | 146 | $10.4K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 150 | $10.7K | 0.01% | −135−47.4% | Reduced |
| Accent Capital Management, LLC | 153 | $10.9K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 154 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 152 | $11.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 148 | $11.0K | 0.00% | +4+2.8% | Added |
| Venturi Wealth Management, LLC | 172 | $12.2K | 0.00% | −324−65.3% | Reduced |
| Halpern Financial, Inc. | 186 | $13.2K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 189 | $13.4K | 0.00% | +5+2.7% | Added |
| Skopos Labs, Inc. | 189 | $13.5K | 0.00% | +189 | New |
| Bell Investment Advisors, Inc | 195 | $13.9K | 0.00% | +16+8.9% | Added |
| Bogart Wealth, LLC | 196 | $14.0K | 0.00% | +15+8.3% | Added |
| Avion Wealth | 200 | $14.0K | 0.00% | +200 | New |
| Paradigm Asset Management Co LLC | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 200 | $14.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 204 | $14.5K | 0.00% | −237−53.7% | Reduced |
| Johnson Financial Group, Inc. | 219 | $15.6K | 0.00% | +70+47.0% | Added |
| Beacon Capital Management, LLC | 220 | $15.7K | 0.00% | +111+101.8% | Added |
| Operose Advisors LLC | 225 | $16.0K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 225 | $16.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 276 | $16.7K | 0.00% | +126+84.0% | Added |
| Hara Capital LLC | 238 | $16.9K | 0.01% | +238 | New |
| Westend Capital Management, LLC | 250 | $17.8K | 0.01% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 253 | $18.0K | 0.02% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 255 | $18.2K | 0.00% | −171−40.1% | Reduced |
| Financial Freedom, LLC | 273 | $19.5K | 0.01% | +6+2.2% | Added |
| REAP Financial Group, LLC | 275 | $19.6K | 0.00% | +17+6.6% | Added |
| Rakuten Securities, Inc. | 282 | $20.1K | 0.01% | −2,348−89.3% | Reduced |
| Baillie Gifford & Co | 282 | $20.1K | 0.00% | +161+133.1% | Added |
| Hilltop National Bank | 295 | $21.0K | 0.01% | +150+103.4% | Added |
| Coston, McIsaac & Partners | 302 | $21.0K | 0.01% | +8+2.7% | Added |
| North Star Investment Management Corp. | 300 | $21.4K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 305 | $21.7K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 310 | $22.1K | 0.00% | +26+9.2% | Added |
| Boyd Watterson Asset Management LLC | 324 | $23.1K | 0.01% | −8−2.4% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 338 | $24.1K | 0.02% | 00.0% | Unchanged |
| Key Financial Inc | 350 | $24.9K | 0.01% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 357 | $25.4K | 0.01% | +9+2.6% | Added |
| Winch Advisory Services, LLC | 359 | $25.5K | 0.01% | +359 | New |
| Versant Capital Management, Inc | 378 | $26.9K | 0.01% | +74+24.3% | Added |
| Raleigh Capital Management Inc. | 381 | $27.1K | 0.01% | +9+2.4% | Added |
| CoreCap Advisors, LLC | 397 | $28.2K | 0.00% | +397 | New |
| Atlas Capital Advisors LLC | 399 | $28.4K | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 400 | $28.5K | 0.00% | 00.0% | Unchanged |