| Householder Group Estate & Retirement Specialist, LLC | 4 | $0 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 1 | $21 | 0.00% | +1 | New |
| Colonial Trust Advisors | 1 | $181 | 0.00% | +1 | New |
| Bogart Wealth, LLC | 3 | $543 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3 | $543 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $543 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $724 | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 5 | $905 | 0.00% | −11,076−100.0% | Reduced |
| CVA Family Office, LLC | 5 | $905 | 0.00% | −335−98.5% | Reduced |
| Piscataqua Savings Bank | 5 | $905 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $905 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 5 | $905 | 0.00% | +5 | New |
| Bangor Savings Bank | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 5 | $1.00K | 0.00% | +5 | New |
| Albion Financial Group | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 6 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 8 | $1.45K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 9 | $1.63K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 10 | $1.81K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 10 | $2.00K | 0.02% | −20−66.7% | Reduced |
| Sierra Capital LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 11 | $2.00K | 0.00% | +11 | New |
| BerganKDV Wealth Management, LLC | 11 | $2.05K | 0.00% | −7−38.9% | Reduced |
| JNBA Financial Advisors | 13 | $2.35K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $2.71K | 0.00% | −4−21.1% | Reduced |
| Bell Investment Advisors, Inc | 15 | $2.71K | 0.00% | +6+66.7% | Added |
| Hexagon Capital Partners LLC | 16 | $2.90K | 0.00% | −11−40.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 16 | $2.90K | 0.00% | +16 | New |
| Accurate Wealth Management, LLC | 16 | $3.04K | 0.00% | +16 | New |
| Mascoma Wealth Management LLC | 18 | $3.26K | 0.00% | −244−93.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 18 | $3.26K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 19 | $3.44K | 0.00% | −14−42.4% | Reduced |
| Disciplined Investments, LLC | 19 | $3.44K | 0.00% | +2+11.8% | Added |
| SJS Investment Consulting Inc. | 21 | $3.80K | 0.00% | +12+133.3% | Added |
| Capital Advisors, Ltd. LLC | 22 | $4.00K | 0.00% | −5−18.5% | Reduced |
| Tyler-Stone Wealth Management | 22 | $4.00K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 23 | $4.16K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $4.89K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 28 | $5.00K | 0.00% | −98−77.8% | Reduced |
| Heritage Wealth Management, LLC | 28 | $5.07K | 0.00% | +14+100.0% | Added |
| Glassman Wealth Services | 30 | $5.43K | 0.00% | −10−25.0% | Reduced |
| Cornerstone Planning Group LLC | 30 | $5.58K | 0.00% | +30 | New |
| Northwest Investment Counselors, LLC | 31 | $5.61K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $5.79K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 32 | $5.79K | 0.00% | −1−3.0% | Reduced |
| Coastal Capital Group, Inc. | 36 | $5.86K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 33 | $5.97K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 38 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 34 | $6.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 34 | $6.15K | 0.00% | +9+36.0% | Added |
| Birch Capital Management, LLC | 34 | $6.17K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 38 | $6.91K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 40 | $7.24K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 42 | $7.60K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 42 | $7.60K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 43 | $7.78K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 44 | $8.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 53 | $9.00K | 0.00% | +53 | New |
| Schubert & Co | 50 | $9.05K | 0.01% | −5−9.1% | Reduced |
| Colonial Trust Co | 50 | $9.07K | 0.00% | +50 | New |
| MV Capital Management, Inc. | 52 | $9.41K | 0.00% | −3−5.5% | Reduced |
| Farmers & Merchants Investments Inc | 53 | $9.59K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 54 | $9.77K | 0.00% | −28−34.1% | Reduced |
| South State Corp. | 60 | $10.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 60 | $10.9K | 0.00% | +60 | New |
| West Paces Advisors Inc. | 63 | $11.4K | 0.00% | +3+5.0% | Added |
| Global Retirement Partners, LLC | 65 | $11.8K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 64 | $12.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 68 | $12.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 78 | $14.1K | 0.00% | +5+6.8% | Added |
| FinTrust Capital Advisors, LLC | 79 | $14.3K | 0.00% | −109−58.0% | Reduced |
| Farther Finance Advisors, LLC | 80 | $14.5K | 0.01% | +80 | New |
| GeoWealth Management, LLC | 86 | $15.0K | 0.00% | −12−12.2% | Reduced |
| Clear Street Markets LLC | 82 | $15.0K | 0.00% | +82 | New |
| Coston, McIsaac & Partners | 96 | $17.0K | 0.01% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 96 | $17.4K | 0.01% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 99 | $18.0K | 0.01% | +87+725.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 101 | $18.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 102 | $18.5K | 0.01% | +8+8.5% | Added |
| Tilia Fiduciary Partners, Inc. | 107 | $19.4K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 114 | $21.0K | 0.02% | −3−2.6% | Reduced |
| Baillie Gifford & Co | 121 | $21.9K | 0.00% | +21+21.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 122 | $22.1K | 0.00% | +122 | New |
| Stonebridge Capital Advisors LLC | 134 | $24.3K | 0.00% | −6−4.3% | Reduced |
| MCF Advisors LLC | 138 | $25.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 139 | $25.0K | 0.00% | +113+434.6% | Added |
| Prestige Wealth Management Group LLC | 143 | $25.9K | 0.01% | +17+13.5% | Added |
| JFS Wealth Advisors, LLC | 148 | $26.8K | 0.00% | −2−1.3% | Reduced |
| Jones Financial Companies LLLP | 157 | $28.0K | 0.00% | +157 | New |
| HM Payson & Co | 156 | $28.2K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 165 | $29.9K | 0.00% | +165 | New |
| Lindbrook Capital, LLC | 173 | $31.3K | 0.00% | +23+15.3% | Added |
| AllSquare Wealth Management LLC | 180 | $32.6K | 0.02% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 186 | $33.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 195 | $35.3K | 0.00% | +22+12.7% | Added |
| Dividend Assets Capital, LLC | 200 | $36.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $36.2K | 0.00% | −75−27.3% | Reduced |
| Pinnacle Financial Partners Inc | 204 | $36.9K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 200 | $38.0K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 208 | $38.0K | 0.01% | 00.0% | Unchanged |