| Householder Group Estate & Retirement Specialist, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | New |
| Aspect Partners, LLC | 3 | $297 | 0.00% | +3 | New |
| WestEnd Advisors, LLC | 4 | $397 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 6 | $594 | 0.00% | −9−60.0% | Reduced |
| Delos Wealth Advisors, LLC | 6 | $595 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 6 | $595 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $595 | 0.00% | +6 | New |
| Hartford Financial Management Inc. | 9 | $893 | 0.00% | +9 | New |
| Longfellow Investment Management Co LLC | 10 | $991 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $992 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $992 | 0.00% | +3+42.9% | Added |
| ClariVest Asset Management LLC | 10 | $994 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12 | $1.19K | 0.00% | +5+71.4% | Added |
| Tfo-TDC, LLC | 13 | $1.29K | 0.00% | −463−97.3% | Reduced |
| Delta Asset Management LLC | 13 | $1.29K | 0.00% | +13 | New |
| Caldwell Sutter Capital, Inc. | 14 | $1.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 16 | $1.59K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 17 | $1.66K | 0.00% | +17 | New |
| Financial Synergies Wealth Advisors, Inc. | 22 | $1.68K | 0.00% | +3+15.8% | Added |
| Kelly Financial Services LLC | 18 | $1.78K | 0.00% | −3−14.3% | Reduced |
| Frank, Rimerman Advisors LLC | 18 | $1.78K | 0.00% | +18 | New |
| Mesirow Financial Investment Management, Inc. | 18,920 | $1.88K | 0.00% | +18,920 | New |
| TSFG, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 24 | $2.38K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $2.97K | 0.00% | +30 | New |
| Long Island Wealth Management, Inc. | 34 | $3.00K | 0.00% | +34 | New |
| Jackson, Grant Investment Advisers, Inc. | 32 | $3.17K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 32 | $3.17K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 32 | $3.17K | 0.00% | +32 | New |
| Blue Bell Private Wealth Management, LLC | 34 | $3.37K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 34 | $3.37K | 0.00% | +34 | New |
| Colonial Trust Advisors | 36 | $3.57K | 0.00% | +36 | New |
| DiNuzzo Private Wealth, Inc. | 37 | $3.67K | 0.00% | +37 | New |
| Cornerstone Planning Group LLC | 39 | $3.87K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 41 | $4.07K | 0.00% | +41 | New |
| Gradient Investments LLC | 44 | $4.36K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 44 | $4.39K | 0.00% | +2+4.8% | Added |
| Tacita Capital Inc | 45 | $4.46K | 0.00% | +45 | New |
| Pacific Center for Financial Services | 46 | $4.56K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 56 | $4.70K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 48 | $4.76K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 49 | $4.86K | 0.00% | +4+8.9% | Added |
| Tower View Investment Management & Research LLC | 46 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 50 | $5.00K | 0.00% | +50 | New |
| Financial Avengers, Inc. | 51 | $5.05K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 51 | $5.07K | 0.00% | −3,162−98.4% | Reduced |
| Toth Financial Advisory Corp | 53 | $5.25K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 55 | $5.45K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 55 | $5.47K | 0.00% | +55 | New |
| Hexagon Capital Partners LLC | 56 | $5.55K | 0.00% | +56 | New |
| Raleigh Capital Management Inc. | 58 | $5.75K | 0.00% | −44−43.1% | Reduced |
| Financial Management Professionals, Inc. | 64 | $6.00K | 0.00% | +20+45.5% | Added |
| Clear Street Markets LLC | 62 | $6.00K | 0.00% | +62 | New |
| FSA Wealth Management LLC | 58 | $6.00K | 0.00% | +58 | New |
| Dunhill Financial, LLC | 61 | $6.08K | 0.01% | +61 | New |
| Valued Wealth Advisors LLC | 74 | $6.23K | 0.01% | +74 | New |
| Rocky Mountain Advisers, LLC | 64 | $6.34K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 66 | $6.54K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 68 | $6.74K | 0.00% | −32−32.0% | Reduced |
| SRS Capital Advisors, Inc. | 69 | $6.84K | 0.00% | +11+19.0% | Added |
| Plante Moran Financial Advisors, LLC | 71 | $7.04K | 0.00% | +71 | New |
| Plato Investment Management Ltd | 73 | $7.24K | 0.01% | +73 | New |
| Your Advocates Ltd., LLP | 75 | $7.43K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 80 | $8.00K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 85 | $8.43K | 0.00% | +85 | New |
| Cherry Tree Wealth Management, LLC | 86 | $8.53K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 86 | $9.00K | 0.00% | +65+309.5% | Added |
| Rosenberg Matthew Hamilton | 95 | $9.42K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 95 | $9.42K | 0.00% | +71+295.8% | Added |
| Atticus Wealth Management, LLC | 100 | $9.91K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 102 | $10.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 108 | $10.7K | 0.00% | +8+8.0% | Added |
| Abound Wealth Management | 111 | $11.0K | 0.00% | −9−7.5% | Reduced |
| Planning Capital Management Corp | 112 | $11.1K | 0.01% | +112 | New |
| Laurel Wealth Advisors LLC | 116 | $11.5K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 118 | $11.7K | 0.01% | +118 | New |
| Compass Wealth Management LLC | 122 | $12.1K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 132 | $13.1K | 0.01% | +132 | New |
| Dynamic Wealth Strategies, LLC | 132 | $13.1K | 0.01% | +132 | New |
| Able Wealth Management LLC | 136 | $13.5K | 0.01% | +136 | New |
| Salem Investment Counselors Inc | 140 | $13.9K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 146 | $14.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 150 | $14.9K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 154 | $15.3K | 0.01% | −10−6.1% | Reduced |
| Hollencrest Capital Management | 155 | $15.4K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 160 | $15.9K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 164 | $16.3K | 0.01% | +164 | New |
| Washington Trust Co | 170 | $16.9K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 175 | $17.3K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 177 | $17.6K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 187 | $18.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 190 | $18.8K | 0.00% | +24+14.5% | Added |
| Sachetta, LLC | 190 | $18.9K | 0.01% | +190 | New |
| Bruce G. Allen Investments, LLC | 196 | $19.4K | 0.02% | +196 | New |
| Altshuler Shaham Ltd | 199 | $19.7K | 0.00% | +199 | New |
| Close Asset Management Ltd | 201 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 211 | $20.9K | 0.00% | +72+51.8% | Added |
| Bell Investment Advisors, Inc | 214 | $21.2K | 0.00% | +2+0.9% | Added |
| Capital Advisors, Ltd. LLC | 226 | $22.0K | 0.00% | +11+5.1% | Added |