| Kingdom Financial Group LLC. | 0 | $10 | 0.00% | 0 | Unchanged |
| Lloyd Advisory Services, LLC. | 0 | $10 | 0.00% | 0 | New |
| Vanguard National Trust Co | 2 | $76 | 0.00% | +2 | New |
| Murphy & Mullick Capital Management Corp | 3 | $114 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 3 | $115 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 6 | $225 | 0.00% | −294−98.0% | Reduced |
| Anfield Capital Management, LLC | 10 | $378 | 0.00% | +10 | New |
| MPWM Advisory Solutions, LLC | 20 | $757 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 19 | $1.00K | 0.00% | +1+5.6% | Added |
| Cedar Mountain Advisors, LLC | 30 | $1.14K | 0.00% | +30 | New |
| City State Bank | 30 | $1.14K | 0.00% | +30 | New |
| Caitlin John, LLC | 35 | $1.34K | 0.00% | 00.0% | Unchanged |
| Mountain Hill Investment Partners Corp. | 41 | $1.55K | 0.00% | +1+2.5% | Added |
| JPL Wealth Management, LLC | 50 | $1.89K | 0.00% | +50 | New |
| Nisa Investment Advisors, LLC | 58 | $2.19K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 67 | $2.52K | 0.00% | +67 | New |
| Rachor Investment Advisory Services, LLC | 70 | $2.65K | 0.00% | −17−19.5% | Reduced |
| Tradewinds Capital Management, LLC | 80 | $3.03K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 90 | $3.41K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 96 | $3.62K | 0.00% | +2+2.1% | Added |
| Flagship Wealth Advisors, LLC | 121 | $3.75K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $3.78K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $3.78K | 0.00% | +1+1.0% | Added |
| Midway Capital Research & Management | 100 | $3.78K | 0.00% | +100 | New |
| Investment Research & Advisory Group, Inc. | 103 | $3.89K | 0.00% | +2+2.0% | Added |
| Merkkuri Wealth Advisors LLC | 103 | $3.91K | 0.00% | +103 | New |
| Key Capital Management, INC | 107 | $4.04K | 0.00% | −298−73.6% | Reduced |
| Penserra Capital Management LLC | 135 | $5.00K | 0.00% | +3+2.3% | Added |
| Signature Resources Capital Management, LLC | 132 | $5.01K | 0.00% | +132 | New |
| Bravera Wealth | 135 | $5.11K | 0.00% | +135 | New |
| TD Private Client Wealth LLC | 136 | $5.15K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 150 | $5.68K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 240 | $6.36K | 0.13% | +36+17.6% | Added |
| Costello Asset Management, INC | 200 | $7.57K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 200 | $7.57K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 219 | $8.29K | 0.01% | +3+1.4% | Added |
| Financial Network Wealth Advisors LLC | 224 | $8.48K | 0.01% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 225 | $8.51K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 225 | $8.51K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 246 | $9.31K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 250 | $9.46K | 0.00% | −1,750−87.5% | Reduced |
| Game Plan Financial Advisors, LLC | 250 | $9.46K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 255 | $9.65K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 273 | $10.3K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 300 | $11.0K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 292 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 300 | $11.4K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 300 | $11.4K | 0.01% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 300 | $11.4K | 0.01% | +300 | New |
| Evolution Wealth Management Inc. | 314 | $11.9K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 325 | $12.3K | 0.01% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 336 | $12.6K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 343 | $12.9K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 355 | $13.4K | 0.00% | +355 | New |
| Glen Eagle Advisors, LLC | 373 | $14.1K | 0.00% | −2,956−88.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 374 | $14.2K | 0.00% | +374 | New |
| Sunrise Financial Services, LLC | 400 | $15.1K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 408 | $15.4K | 0.00% | −5,146−92.7% | Reduced |
| Financial Connections Group, Inc. | 428 | $16.0K | 0.01% | +6+1.4% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 423 | $16.0K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 435 | $16.5K | 0.01% | 00.0% | Unchanged |
| Country Trust Bank | 439 | $16.6K | 0.00% | 00.0% | Unchanged |
| Timmons Wealth Management, LLC | 464 | $17.5K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 468 | $17.7K | 0.00% | −192−29.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 500 | $18.7K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 500 | $18.9K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 500 | $18.9K | 0.01% | +333+199.4% | Added |
| Fiduciary Advisors, Inc. | 501 | $18.9K | 0.01% | +8+1.6% | Added |
| Napier Financial, LLC | 522 | $19.8K | 0.00% | +522 | New |
| TSFG, LLC | 529 | $20.0K | 0.00% | +7+1.3% | Added |
| Scarborough Advisors, LLC | 548 | $20.7K | 0.00% | +548 | New |
| GW&K Investment Management, LLC | 567 | $21.0K | 0.00% | +567 | New |
| Cornerstone Planning Group LLC | 558 | $21.5K | 0.00% | +558 | New |
| Harbor Asset Planning, Inc. | 568 | $21.5K | 0.02% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 578 | $22.0K | 0.00% | +578 | New |
| Dogwood Wealth Management LLC | 595 | $22.5K | 0.01% | −21−3.4% | Reduced |
| Chesapeake Asset Management LLC | 600 | $22.7K | 0.02% | 00.0% | Unchanged |
| SWAN Capital LLC | 606 | $22.9K | 0.01% | +439+262.9% | Added |
| Rosenberg Matthew Hamilton | 624 | $23.6K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 620 | $23.9K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 646 | $24.4K | 0.00% | 00.0% | Unchanged |
| Trust Co | 685 | $25.9K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 700 | $26.0K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 700 | $26.5K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 733 | $27.7K | 0.01% | +733 | New |
| SJS Investment Consulting Inc. | 761 | $28.8K | 0.00% | +73+10.6% | Added |
| First PREMIER Bank | 772 | $29.0K | 0.01% | 00.0% | Unchanged |
| My Portfolio Guide, LLC | 850 | $32.2K | 0.02% | +850 | New |
| Colonial Trust Co | 857 | $32.4K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 875 | $33.1K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 900 | $34.1K | 0.00% | −590−39.6% | Reduced |
| TD Capital Management LLC | 900 | $34.1K | 0.00% | +900 | New |
| IAG Wealth Partners, LLC | 904 | $34.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 931 | $35.1K | 0.01% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 1,000 | $37.4K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 996 | $37.7K | 0.02% | +100+11.2% | Added |
| Tidemark, LLC | 999 | $37.8K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1,000 | $37.8K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 1,000 | $37.8K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 1,000 | $37.8K | 0.01% | 00.0% | Unchanged |