| Bogart Wealth, LLC | 25 | $6.25K | 0.00% | +9+56.3% | Added |
| Bay Harbor Wealth Management, LLC | 25 | $6.25K | 0.00% | +7+38.9% | Added |
| CKW Financial Group | 25 | $6.00K | 0.00% | −11−30.6% | Reduced |
| S&T Bank | 24 | $6.00K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 24 | $6.00K | 0.00% | +10+71.4% | Added |
| Center for Financial Planning, Inc. | 23 | $5.75K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 23 | $5.75K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 23 | $5.75K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 23 | $5.75K | 0.00% | +7+43.8% | Added |
| Johnson Financial Group, Inc. | 22 | $5.50K | 0.00% | −6−21.4% | Reduced |
| Stone House Investment Management, LLC | 22 | $5.50K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 22 | $5.50K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 21 | $5.36K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 21 | $5.30K | 0.00% | +2+10.5% | Added |
| Barrett & Company, Inc. | 20 | $5.05K | 0.00% | −2−9.1% | Reduced |
| HighMark Wealth Management LLC | 20 | $5.01K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 18 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sapience Investments, LLC | 20 | $5.00K | 0.65% | −2,747−99.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ballast Advisors LLC | 20 | $5.00K | 0.00% | +20 | New |
| Napier Financial, LLC | 20 | $5.00K | 0.00% | +20 | New |
| New England Capital Financial Advisors LLC | 19 | $4.82K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 19 | $4.75K | 0.00% | +2+11.8% | Added |
| Atwood & Palmer Inc | 19 | $4.75K | 0.00% | +3+18.8% | Added |
| Hughes Financial Services, LLC | 19 | $4.75K | 0.00% | +2+11.8% | Added |
| Arlington Trust Co LLC | 19 | $4.75K | 0.00% | +19 | New |
| CBIZ Investment Advisory Services, LLC | 18 | $4.50K | 0.00% | −3−14.3% | Reduced |
| SOA Wealth Advisors, LLC. | 18 | $4.50K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 18 | $4.50K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 18 | $4.50K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 18 | $4.50K | 0.00% | +18 | New |
| Dunhill Financial, LLC | 17 | $4.27K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 17 | $4.25K | 0.00% | +1+6.3% | Added |
| High Note Wealth, LLC | 17 | $4.25K | 0.00% | +4+30.8% | Added |
| Richardson Capital Management LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 15 | $3.75K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 15 | $3.75K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 14 | $3.55K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 14 | $3.50K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 14 | $3.50K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $3.50K | 0.00% | +2+16.7% | Added |
| Raleigh Capital Management Inc. | 14 | $3.50K | 0.00% | +14 | New |
| Bartlett & Co. Wealth Management LLC | 13 | $3.41K | 0.00% | +2+18.2% | Added |
| Financial Freedom, LLC | 14 | $3.38K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 13 | $3.25K | 0.00% | −2−13.3% | Reduced |
| Sunbelt Securities, Inc. | 13 | $3.25K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 13 | $3.25K | 0.00% | +1+8.3% | Added |
| Principia Wealth Advisory, LLC | 13 | $3.25K | 0.00% | +3+30.0% | Added |
| Intentional Wealth Strategies, LLC | 13 | $3.25K | 0.00% | +13 | New |
| Navigoe, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 11 | $3.00K | 0.00% | +11 | New |
| Compagnie Lombard Odier SCmA | 12 | $3.00K | 0.00% | −958−98.8% | Reduced |
| Team Financial Group, LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 12 | $3.00K | 0.00% | +6+100.0% | Added |
| Leo H. Evart, Inc. | 12 | $3.00K | 0.00% | +12 | New |
| Bullock Wealth Management Group | 11 | $2.82K | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 11 | $2.75K | 0.00% | +11 | New |
| Comprehensive Financial Planning, Inc. | 11 | $2.75K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 11 | $2.75K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 10 | $2.57K | 0.00% | +3+42.9% | Added |
| Colonial Trust Advisors | 10 | $2.50K | 0.00% | −7−41.2% | Reduced |
| Pacifica Partners Inc. | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 10 | $2.50K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 10 | $2.50K | 0.00% | +2+25.0% | Added |
| Monetary Solutions, Ltd | 9 | $2.28K | 0.00% | 00.0% | Unchanged |
| Birchwood Financial Partners, Inc. | 9 | $2.25K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 9 | $2.25K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 9 | $2.25K | 0.00% | +2+28.6% | Added |
| Boyd Watterson Asset Management LLC | 9 | $2.25K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 9 | $2.25K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 9 | $2.25K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 9 | $2.25K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 9 | $2.25K | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 8 | $2.15K | 0.00% | −2−20.0% | Reduced |
| Retirement Wealth Solutions LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Quest 10 Wealth Builders, Inc. | 8 | $2.00K | 0.00% | −3−27.3% | Reduced |
| Dynamic Wealth Strategies, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Silver Grove Financial Group, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Peoples Financial Services Corp. | 8 | $2.00K | 0.00% | −3−27.3% | Reduced |
| BFSG, LLC | 7 | $1.76K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7 | $1.75K | 0.00% | 00.0% | Unchanged |
| Brandywine Financial Group | 7 | $1.75K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 7 | $1.75K | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 7 | $1.75K | 0.00% | +7 | New |
| Investors Portfolio Services LLC | 6 | $1.58K | 0.00% | +1+20.0% | Added |
| Wolff Wiese Magana LLC | 6 | $1.50K | 0.00% | −1−14.3% | Reduced |
| Toth Financial Advisory Corp | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Knott David M Jr | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $1.50K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 5 | $1.26K | 0.00% | 00.0% | Unchanged |
| Harbor Asset Planning, Inc. | 5 | $1.25K | 0.00% | 00.0% | Unchanged |