| TSFG, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 3 | $261 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $261 | 0.00% | +3 | New |
| West Branch Capital LLC | 4 | $348 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 4 | $348 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $434 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 5 | $435 | 0.00% | 00.0% | Unchanged |
| City State Bank | 5 | $435 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 5 | $435 | 0.00% | +5 | New |
| Rialto Wealth Management, LLC | 6 | $522 | 0.00% | −34−85.0% | Reduced |
| American Capital Advisory, LLC | 6 | $522 | 0.00% | +6 | New |
| Capital A Wealth Management, LLC | 7 | $609 | 0.00% | −3−30.0% | Reduced |
| Murphy & Mullick Capital Management Corp | 7 | $609 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $609 | 0.00% | +7 | New |
| Peoples Financial Services Corp. | 8 | $695 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 8 | $695 | 0.00% | +8 | New |
| Redwood Park Advisors LLC | 8 | $696 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $696 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 8 | $696 | 0.00% | +8 | New |
| Stone House Investment Management, LLC | 8 | $696 | 0.00% | +8 | New |
| Quest 10 Wealth Builders, Inc. | 8 | $722 | 0.00% | +8 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $817 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 10 | $825 | 0.00% | +10 | New |
| Cherry Tree Wealth Management, LLC | 10 | $826 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 10 | $869 | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 10 | $869 | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 10 | $869 | 0.00% | +10 | New |
| HFM Investment Advisors, LLC | 10 | $870 | 0.00% | +10 | New |
| Sittner & Nelson, LLC | 11 | $956 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 11 | $956 | 0.00% | +11 | New |
| Valley National Advisers Inc | 19 | $1.00K | 0.00% | +19 | New |
| McClarren Financial Advisors, Inc. | 15 | $1.00K | 0.00% | +15 | New |
| Riggs Asset Managment Co. Inc. | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 12 | $1.04K | 0.00% | +12 | New |
| UMA Financial Services, Inc. | 12 | $1.04K | 0.00% | +12 | New |
| Parkworth Wealth Management, Inc. | 13 | $1.13K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 13 | $1.13K | 0.00% | +8+160.0% | Added |
| Eastern Bank | 15 | $1.30K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 15 | $1.30K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 15 | $1.30K | 0.00% | +15 | New |
| 1620 Investment Advisors, Inc. | 16 | $1.39K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 17 | $1.48K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 18 | $1.56K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 18 | $1.56K | 0.00% | +12+200.0% | Added |
| Bullock Wealth Management Group | 18 | $1.57K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 19 | $1.65K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 20 | $1.74K | 0.00% | +20 | New |
| Principia Wealth Advisory, LLC | 21 | $1.74K | 0.00% | +1+5.0% | Added |
| Highline Wealth Partners LLC | 21 | $1.83K | 0.00% | −39−65.0% | Reduced |
| NVWM, LLC | 22 | $1.91K | 0.00% | +10+83.3% | Added |
| Winnow Wealth LLC | 25 | $2.11K | 0.00% | +8+47.1% | Added |
| Blue Bell Private Wealth Management, LLC | 25 | $2.17K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 28 | $2.43K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 28 | $2.43K | 0.00% | +28 | New |
| Clark Wealth Partners | 31 | $2.69K | 0.00% | −2−6.1% | Reduced |
| Greenline Partners, LLC | 34 | $2.96K | 0.00% | +34 | New |
| Centerpoint Advisors, LLC | 33 | $3.00K | 0.00% | 00.0% | Unchanged |
| Compass Planning Associates Inc | 35 | $3.01K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 35 | $3.04K | 0.00% | +35 | New |
| Kozak & Associates, Inc. | 38 | $3.10K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 36 | $3.13K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 36 | $3.13K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 39 | $3.39K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 39 | $3.39K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 40 | $3.48K | 0.00% | +25+166.7% | Added |
| Armstrong Advisory Group, Inc | 50 | $3.64K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 42 | $3.65K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 45 | $3.91K | 0.00% | +45 | New |
| Cornerstone Planning Group LLC | 50 | $4.08K | 0.00% | +27+117.4% | Added |
| Financial Avengers, Inc. | 48 | $4.18K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 50 | $4.35K | 0.00% | −33−39.8% | Reduced |
| LGT Financial Advisors LLC | 50 | $4.35K | 0.01% | 00.0% | Unchanged |
| Graney & King, LLC | 50 | $4.35K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 52 | $4.52K | 0.00% | −16−23.5% | Reduced |
| Glen Eagle Advisors, LLC | 53 | $4.61K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 54 | $4.70K | 0.01% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 56 | $4.87K | 0.00% | +56 | New |
| Hughes Financial Services, LLC | 58 | $5.04K | 0.00% | +58 | New |
| Raffa Wealth Management, LLC | 62 | $5.39K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 63 | $5.48K | 0.00% | +50+384.6% | Added |
| Sandy Spring Bank | 63 | $5.48K | 0.00% | −56−47.1% | Reduced |
| Bangor Savings Bank | 64 | $5.56K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 65 | $5.65K | 0.00% | +35+116.7% | Added |
| Caldwell Trust Co | 66 | $5.74K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 67 | $5.83K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 67 | $5.83K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 69 | $5.96K | 0.00% | +49+245.0% | Added |
| Clal Insurance Enterprises Holdings Ltd | 72 | $6.00K | 0.00% | +54+300.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 70 | $6.09K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 70 | $6.10K | 0.00% | −5−6.7% | Reduced |
| Uniplan Investment Counsel, Inc. | 74 | $6.50K | 0.00% | +74 | New |
| Copia Wealth Management | 75 | $6.52K | 0.01% | +75 | New |
| SJS Investment Consulting Inc. | 76 | $6.61K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 77 | $6.70K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 78 | $6.78K | 0.00% | +78 | New |
| Old Point Trust & Financial Services N A | 79 | $6.87K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 80 | $7.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 81 | $7.08K | 0.00% | +15+22.7% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 83 | $7.22K | 0.00% | +83 | New |
| Global Financial Private Client, LLC | 89 | $7.74K | 0.00% | +43+93.5% | Added |