| Navigoe, LLC | 13 | $0 | 0.00% | +13 | New |
| Medallion Wealth Advisors, LLC | 1 | $47 | 0.00% | −495−99.8% | Reduced |
| Meeder Asset Management Inc | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Group Ltd | 1 | $47 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 3 | $140 | 0.00% | +3 | New |
| DHJJ Financial Advisors, Ltd. | 4 | $187 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 4 | $187 | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 5 | $234 | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 6 | $280 | 0.00% | −833−99.3% | Reduced |
| Strive Financial Group ,LLC | 6 | $280 | 0.00% | +6 | New |
| PFS Partners, LLC | 6 | $288 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 9 | $417 | 0.00% | +1+12.5% | Added |
| Tidemark, LLC | 9 | $420 | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 9 | $420 | 0.00% | +9 | New |
| Halbert Hargrove Global Advisors, LLC | 10 | $476 | 0.00% | +10 | New |
| Seneschal Advisors, LLC | 11 | $513 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 11 | $513 | 0.00% | +11 | New |
| Meramec Financial Planners, LLC | 12 | $566 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $757 | 0.00% | −112−87.5% | Reduced |
| Nvest Wealth Strategies, Inc. | 18 | $840 | 0.00% | +9+100.0% | Added |
| Vanguard Advisers Inc | 20 | $932 | 0.00% | +20 | New |
| New England Capital Financial Advisors LLC | 21 | $958 | 0.00% | +1+5.0% | Added |
| Sankala Group LLC | 25 | $1.14K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 27 | $1.26K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 27 | $1.26K | 0.00% | +27 | New |
| 1015 Capital Partners, LLC | 29 | $1.35K | 0.00% | +3+11.5% | Added |
| Trifecta Capital Advisors, LLC | 30 | $1.40K | 0.00% | +30 | New |
| Networth Advisors, LLC | 32 | $1.49K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 35 | $1.63K | 0.00% | +15+75.0% | Added |
| Lloyd Advisory Services, LLC. | 36 | $1.66K | 0.00% | −13,733−99.7% | Reduced |
| TFC Financial Management | 36 | $1.69K | 0.00% | +8+28.6% | Added |
| POM Investment Strategies, LLC | 37 | $1.73K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 37 | $1.73K | 0.00% | +17+85.0% | Added |
| United Community Bank | 38 | $1.77K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 39 | $1.82K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 41 | $1.91K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 43 | $2.00K | 0.00% | −120−73.6% | Reduced |
| Key Capital Management, INC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 43 | $2.00K | 0.00% | +43 | New |
| Community Financial Services Group, LLC | 46 | $2.13K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 46 | $2.15K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 47 | $2.19K | 0.00% | +3+6.8% | Added |
| Oakworth Capital, Inc. | 47 | $2.19K | 0.00% | +38+422.2% | Added |
| IAG Wealth Partners, LLC | 49 | $2.28K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 49 | $2.28K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 51 | $2.38K | 0.00% | +51 | New |
| Marquette Asset Management, LLC | 54 | $2.52K | 0.00% | +54 | New |
| Creative Capital Management Investments LLC | 55 | $2.56K | 0.00% | +55 | New |
| Ameriflex Group, Inc. | 58 | $2.70K | 0.00% | +46+383.3% | Added |
| Aspect Partners, LLC | 59 | $2.75K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 62 | $2.89K | 0.00% | +1+1.6% | Added |
| Wall Street Access Asset Management, LLC | 63 | $2.94K | 0.00% | +63 | New |
| Clark Wealth Partners | 64 | $2.98K | 0.00% | +14+28.0% | Added |
| Centennial Bank | 67 | $3.12K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 69 | $3.22K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 72 | $3.36K | 0.00% | −13−15.3% | Reduced |
| BOK Financial Private Wealth, Inc. | 73 | $3.40K | 0.00% | +73 | New |
| DT Investment Partners, LLC | 79 | $3.68K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 85 | $3.96K | 0.00% | +40+88.9% | Added |
| Penserra Capital Management LLC | 87 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 93 | $4.00K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 87 | $4.06K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 90 | $4.20K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 90 | $4.20K | 0.00% | +55+157.1% | Added |
| Prudent Man Investment Management, Inc. | 100 | $4.36K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 95 | $4.45K | 0.00% | +77+427.8% | Added |
| Montgomery Financial Services LLC | 100 | $4.66K | 0.00% | +100 | New |
| Rachor Investment Advisory Services, LLC | 102 | $4.75K | 0.00% | +1+1.0% | Added |
| J.Safra Asset Management Corp | 105 | $4.89K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 106 | $4.94K | 0.00% | +53+100.0% | Added |
| Alpine Bank Wealth Management | 107 | $4.99K | 0.00% | +107 | New |
| Thompson Investment Management, Inc. | 108 | $5.04K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 122 | $5.75K | 0.00% | +122 | New |
| Compass Financial Management LLC | 124 | $5.78K | 0.00% | +124 | New |
| Principia Wealth Advisory, LLC | 129 | $6.01K | 0.00% | +54+72.0% | Added |
| Valued Wealth Advisors LLC | 134 | $6.24K | 0.00% | −76−36.2% | Reduced |
| Hughes Financial Services, LLC | 134 | $6.25K | 0.00% | +44+48.9% | Added |
| Aventura Private Wealth, LLC | 135 | $6.29K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 135 | $6.29K | 0.00% | +52+62.7% | Added |
| Investors Portfolio Services LLC | 137 | $6.39K | 0.00% | +24+21.2% | Added |
| Kerr Financial Planning Corp | 21,990 | $6.49K | 0.01% | +20.0% | Added |
| American Capital Advisory, LLC | 141 | $6.57K | 0.00% | +15+11.9% | Added |
| Tower View Investment Management & Research LLC | 143 | $6.66K | 0.00% | +1+0.7% | Added |
| Planning Strategies Inc. | 146 | $6.81K | 0.00% | +146 | New |
| Carolina Wealth Advisors, LLC | 150 | $6.99K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 150 | $6.99K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 160 | $7.46K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 165 | $7.69K | 0.00% | +34+26.0% | Added |
| GHP Investment Advisors, Inc. | 171 | $7.97K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 176 | $8.21K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 177 | $8.25K | 0.00% | +75+73.5% | Added |
| Essential Partners LLC | 178 | $8.30K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 188 | $8.77K | 0.00% | −33−14.9% | Reduced |
| Ulland Investment Advisors, LLC | 200 | $9.00K | 0.01% | 00.0% | Unchanged |
| MidFirst Bank | 199 | $9.28K | 0.00% | +25+14.4% | Added |
| Piscataqua Savings Bank | 200 | $9.32K | 0.01% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 200 | $9.32K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 203 | $9.46K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 204 | $9.52K | 0.00% | +12+6.3% | Added |
| Arlington Trust Co LLC | 209 | $9.74K | 0.00% | 00.0% | Unchanged |