| Evolution Advisers, Inc. | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 1 | $216 | 0.00% | −68−98.6% | Reduced |
| Triumph Capital Management | 1 | $216 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 1 | $216 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 1 | $216 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 1 | $216 | 0.00% | +1 | New |
| Compass Financial Management LLC | 1 | $216 | 0.00% | +1 | New |
| NorthAvenue LLC | 1 | $217 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $217 | 0.00% | +1 | New |
| Cordant, Inc. | 2 | $327 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 2 | $432 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 2 | $432 | 0.00% | +2 | New |
| Morton Brown Family Wealth, LLC | 2 | $432 | 0.00% | +2 | New |
| Seneschal Advisors, LLC | 2 | $433 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 2 | $433 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2 | $491 | 0.00% | +2 | New |
| Colonial Trust Co | 3 | $648 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 3 | $648 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 3 | $649 | 0.00% | −151−98.1% | Reduced |
| Phillip James Consulting Co. | 4 | $864 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 4 | $864 | 0.00% | +2+100.0% | Added |
| Motco | 4 | $864 | 0.00% | +4 | New |
| Decker Retirement Planning Inc. | 4 | $864 | 0.00% | +4 | New |
| Chilton Capital Management LLC | 4 | $865 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $865 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $865 | 0.00% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 5 | $1.08K | 0.00% | +5 | New |
| Atwood & Palmer Inc | 5 | $1.08K | 0.00% | −7−58.3% | Reduced |
| Evermay Wealth Management LLC | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.08K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $1.08K | 0.00% | +2+66.7% | Added |
| DecisionPoint Financial, LLC | 6 | $1.26K | 0.00% | +3+100.0% | Added |
| AdvisorNet Financial, Inc | 6 | $1.30K | 0.00% | −8−57.1% | Reduced |
| Albion Financial Group | 6 | $1.30K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 6 | $1.30K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 6 | $1.43K | 0.00% | −1−14.3% | Reduced |
| Cape Investment Advisory, Inc. | 7 | $1.51K | 0.00% | +7 | New |
| Quarry LP | 7 | $1.51K | 0.00% | +7 | New |
| Barnes Dennig Private Wealth Management LLC | 7 | $1.51K | 0.00% | +7 | New |
| Clark Wealth Partners | 7 | $1.51K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 9 | $1.95K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 9 | $1.95K | 0.00% | +9 | New |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $2.16K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 10 | $2.16K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 10 | $2.16K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 10 | $2.16K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 10 | $2.16K | 0.00% | +5+100.0% | Added |
| Buck Wealth Strategies, LLC | 10 | $2.16K | 0.00% | +10 | New |
| Bernard Wealth Management Corp. | 11 | $2.38K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 11 | $2.38K | 0.00% | +1+10.0% | Added |
| Hollencrest Capital Management | 13 | $2.81K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 13 | $2.81K | 0.00% | +1+8.3% | Added |
| Godfrey Financial Associates, Inc. | 14 | $3.02K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 14 | $3.02K | 0.00% | +14 | New |
| Rakuten Securities, Inc. | 15 | $3.24K | 0.00% | −7−31.8% | Reduced |
| Fortis Group Advisors, LLC | 15 | $3.24K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 15 | $3.24K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 15 | $3.24K | 0.00% | +15 | New |
| American Capital Advisory, LLC | 15 | $3.25K | 0.00% | +4+36.4% | Added |
| Abound Wealth Management | 15 | $3.28K | 0.00% | −11−42.3% | Reduced |
| Medallion Wealth Advisors, LLC | 16 | $3.46K | 0.00% | −57−78.1% | Reduced |
| Pinnacle Bancorp, Inc. | 16 | $3.46K | 0.00% | −11−40.7% | Reduced |
| NVWM, LLC | 16 | $3.46K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 17 | $3.72K | 0.00% | +1+6.3% | Added |
| Harbor Investment Advisory, LLC | 18 | $3.89K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 18 | $3.89K | 0.00% | +2+12.5% | Added |
| West Paces Advisors Inc. | 18 | $3.89K | 0.00% | +18 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $3.89K | 0.00% | +1+5.9% | Added |
| Burk Holdings LLC | 19 | $4.11K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 19 | $4.11K | 0.00% | +2+11.8% | Added |
| First United Bank Trust | 20 | $4.32K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $4.32K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 20 | $4.32K | 0.00% | 00.0% | Unchanged |
| Vision Retirement, LLC | 20 | $4.32K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 20 | $4.32K | 0.00% | +20 | New |
| Kayne Anderson Rudnick Investment Management LLC | 20 | $4.38K | 0.00% | +20 | Added |
| BOK Financial Private Wealth, Inc. | 21 | $4.54K | 0.00% | +21 | New |
| Bare Financial Services, Inc | 22 | $4.75K | 0.00% | +3+15.8% | Added |
| Nvest Wealth Strategies, Inc. | 22 | $4.75K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 23 | $4.97K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 23 | $4.97K | 0.00% | +12+109.1% | Added |
| Roble, Belko & Company, Inc | 25 | $5.00K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 24 | $5.18K | 0.00% | +15+166.7% | Added |
| Geneos Wealth Management Inc. | 24 | $5.18K | 0.00% | +19+380.0% | Added |
| Joseph Group Capital Management | 25 | $5.40K | 0.00% | −11−30.6% | Reduced |
| Consultiva Wealth Management, Corp. | 25 | $5.40K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 27 | $5.83K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 27 | $5.83K | 0.00% | +6+28.6% | Added |
| Bangor Savings Bank | 28 | $6.05K | 0.00% | 00.0% | Unchanged |
| Align Financial, LLC | 28 | $6.05K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 29 | $6.27K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 30 | $6.48K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 30 | $6.48K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 30 | $6.48K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 30 | $6.48K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 32 | $6.91K | 0.00% | −26−44.8% | Reduced |