| Raffa Wealth Management, LLC | 1 | $137 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $137 | 0.00% | +1 | New |
| Rossby Financial, LCC | 1 | $139 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 2 | $246 | 0.00% | +2 | New |
| Harbour Investments, Inc. | 2 | $274 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $274 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $274 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $274 | 0.00% | +2 | New |
| Innovative Asset Advisors Group, LLC | 2 | $274 | 0.00% | +2 | New |
| Toth Financial Advisory Corp | 2 | $275 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $411 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $411 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 4 | $549 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $685 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 5 | $685 | 0.00% | +5 | New |
| Intentional Wealth Strategies, LLC | 5 | $685 | 0.00% | +5 | New |
| SHP Wealth Management | 6 | $797 | 0.00% | +3+100.0% | Added |
| Torren Management, LLC | 6 | $822 | 0.00% | −4−40.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 6 | $822 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 6 | $822 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $1.10K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 8 | $1.10K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.10K | 0.00% | +2+33.3% | Added |
| St Germain D J Co Inc | 8 | $1.10K | 0.00% | +8 | New |
| NBT Bank N A | 8 | $1.10K | 0.00% | +8 | New |
| Advocate Investing Services LLC | 9 | $1.23K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 9 | $1.23K | 0.00% | +9 | New |
| Sound Income Strategies, LLC | 9 | $1.25K | 0.00% | +9 | New |
| Cromwell Holdings LLC | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $1.51K | 0.00% | +4+57.1% | Added |
| ROSS\JOHNSON & Associates LLC | 11 | $1.51K | 0.03% | 00.0% | Unchanged |
| Union Savings Bank | 12 | $1.64K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 12 | $1.65K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 12 | $1.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $1.65K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $1.65K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 13 | $1.78K | 0.00% | +6+85.7% | Added |
| Dunhill Financial, LLC | 13 | $1.82K | 0.00% | +12+1,200.0% | Added |
| Nemes Rush Group LLC | 14 | $1.92K | 0.00% | −1−6.7% | Reduced |
| South State Corp. | 14 | $1.92K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 15 | $2.06K | 0.00% | +15 | New |
| Clearstead Advisors, LLC | 15 | $2.06K | 0.00% | −213−93.4% | Reduced |
| AdvisorNet Financial, Inc | 16 | $2.19K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 17 | $2.33K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 18 | $2.47K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 19 | $2.60K | 0.00% | +19 | New |
| Whipplewood Advisors, LLC | 19 | $2.60K | 0.00% | +19 | New |
| Cornerstone Planning Group LLC | 19 | $2.61K | 0.00% | +1+5.6% | Added |
| Cornerstone Financial Management LLC | 20 | $2.74K | 0.00% | +5+33.3% | Added |
| Mather Group, LLC. | 20 | $2.75K | 0.00% | +20 | New |
| Bravera Wealth | 21 | $2.88K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 22 | $3.04K | 0.00% | +22 | New |
| Ares Financial Consulting, LLC | 22 | $3.05K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 25 | $3.43K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 25 | $3.43K | 0.00% | +13+108.3% | Added |
| Quent Capital, LLC | 30 | $4.11K | 0.00% | +29+2,900.0% | Added |
| Activest Wealth Management | 31 | $4.25K | 0.00% | +2+6.9% | Added |
| Signature Equity Partners, LLC | 31 | $4.27K | 0.00% | +2+6.9% | Added |
| Bruce G. Allen Investments, LLC | 32 | $4.39K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 33 | $4.52K | 0.00% | +29+725.0% | Added |
| Bangor Savings Bank | 34 | $4.66K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 34 | $4.66K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 43 | $5.89K | 0.00% | +19+79.2% | Added |
| Park Place Capital Corp | 45 | $6.17K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 45 | $6.20K | 0.00% | +32+246.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 47 | $6.44K | 0.00% | +6+14.6% | Added |
| Joseph Group Capital Management | 48 | $6.58K | 0.00% | +48 | New |
| Steigerwald, Gordon & Koch Inc. | 49 | $6.72K | 0.00% | −15−23.4% | Reduced |
| Curat Global, LLC | 50 | $6.85K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 50 | $6.91K | 0.00% | +13+35.1% | Added |
| Dogwood Wealth Management LLC | 51 | $6.99K | 0.00% | −13−20.3% | Reduced |
| Fortitude Family Office, LLC | 51 | $6.99K | 0.00% | +27+112.5% | Added |
| Financial Management Professionals, Inc. | 52 | $7.13K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 54 | $7.40K | 0.00% | +18+50.0% | Added |
| Atlantic Trust, LLC | 55 | $7.54K | 0.00% | +23+71.9% | Added |
| Farmers & Merchants Investments Inc | 57 | $7.81K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 60 | $8.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 61 | $8.36K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 63 | $8.64K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 64 | $8.77K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 73 | $10.1K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 76 | $10.4K | 0.05% | +1+1.3% | Added |
| Exchange Traded Concepts, LLC | 77 | $10.6K | 0.00% | +77 | New |
| Albion Financial Group | 79 | $10.8K | 0.00% | +15+23.4% | Added |
| Brown Brothers Harriman & Co | 82 | $11.2K | 0.00% | −706−89.6% | Reduced |
| CVA Family Office, LLC | 87 | $11.9K | 0.00% | +87 | New |
| Chilton Capital Management LLC | 89 | $12.2K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 97 | $13.2K | 0.00% | −299−75.5% | Reduced |
| Group One Trading, L.P. | 100 | $13.7K | 0.00% | +100 | New |
| Coston, McIsaac & Partners | 115 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 114 | $16.0K | 0.01% | −134−54.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 120 | $16.4K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 120 | $16.4K | 0.00% | +2+1.7% | Added |
| Essential Partners LLC | 145 | $19.9K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 150 | $20.6K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 151 | $21.0K | 0.01% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 159 | $21.8K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 165 | $22.6K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 166 | $22.8K | 0.00% | 00.0% | Unchanged |