| Dogwood Wealth Management LLC | 0 | $11 | 0.00% | 0 | New |
| Sofos Investments, Inc. | 0 | $423 | 0.00% | 0 | Unchanged |
| ClariVest Asset Management LLC | 1 | $456 | 0.00% | −14−93.3% | Reduced |
| Tfo-TDC, LLC | 1 | $458 | 0.00% | −3−75.0% | Reduced |
| Cornerstone Planning Group LLC | 1 | $458 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $458 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $916 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $916 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 2 | $916 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 2 | $916 | 0.00% | +2 | New |
| Ables, Iannone, Moore & Associates, Inc. | 2 | $916 | 0.00% | +2 | New |
| Sound Income Strategies, LLC | 2 | $922 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | −6−85.7% | Reduced |
| TSFG, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 2 | $1.00K | 0.00% | +2 | New |
| Private Ocean, LLC | 3 | $1.37K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 3 | $1.37K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 3 | $1.37K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 3 | $1.37K | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 3 | $1.38K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.54K | 0.00% | −1−25.0% | Reduced |
| Frank, Rimerman Advisors LLC | 4 | $1.83K | 0.00% | +4 | New |
| Evermay Wealth Management LLC | 4 | $1.83K | 0.00% | +1+33.3% | Added |
| Frazier Financial Advisors, LLC | 4 | $1.83K | 0.00% | +4 | New |
| Avion Wealth | 4 | $2.00K | 0.00% | −1−20.0% | Reduced |
| Logan Capital Management Inc | 5 | $2.29K | 0.00% | −4−44.4% | Reduced |
| Motco | 5 | $2.29K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $2.29K | 0.00% | +1+25.0% | Added |
| Trifecta Capital Advisors, LLC | 6 | $2.75K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $2.75K | 0.00% | +1+20.0% | Added |
| Arlington Trust Co LLC | 6 | $2.75K | 0.00% | +2+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $2.75K | 0.00% | +6 | New |
| Strategic Investment Solutions, Inc. | 6 | $2.89K | 0.00% | −372−98.4% | Reduced |
| First PREMIER Bank | 6 | $3.00K | 0.00% | +6 | New |
| Long Island Wealth Management, Inc. | 6 | $3.00K | 0.00% | +6 | New |
| CoreFirst Bank & Trust | 7 | $3.21K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 7 | $3.21K | 0.00% | +7 | New |
| Dunhill Financial, LLC | 8 | $3.63K | 0.00% | +8 | New |
| First Foundation Advisors | 8 | $3.66K | 0.00% | −560−98.6% | Reduced |
| LFA - Lugano Financial Advisors SA | 8 | $3.66K | 0.00% | +8 | New |
| Chilton Capital Management LLC | 8 | $3.66K | 0.00% | +8 | New |
| SOA Wealth Advisors, LLC. | 8 | $3.68K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 9 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $4.12K | 0.00% | +9 | New |
| Morton Brown Family Wealth, LLC | 10 | $4.58K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 11 | $5.04K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 11 | $5.04K | 0.00% | +8+266.7% | Added |
| Abich Financial Wealth Management LLC | 11 | $5.04K | 0.00% | +11 | New |
| Valued Wealth Advisors LLC | 11 | $5.37K | 0.00% | +11 | New |
| Aspire Private Capital, LLC | 12 | $5.49K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 12 | $5.49K | 0.00% | −490−97.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $5.49K | 0.00% | +1+9.1% | Added |
| HighMark Wealth Management LLC | 13 | $5.95K | 0.00% | −3−18.8% | Reduced |
| Harvest Fund Management Co., Ltd | 16 | $7.00K | 0.00% | −263−94.3% | Reduced |
| RFP Financial Group LLC | 16 | $7.33K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 16 | $7.33K | 0.01% | +16 | New |
| Harbor Investment Advisory, LLC | 17 | $7.78K | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 17 | $7.78K | 0.00% | +17 | New |
| Colonial Trust Advisors | 18 | $8.24K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 19 | $8.70K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 19 | $8.70K | 0.00% | +19 | New |
| Salem Investment Counselors Inc | 19 | $8.72K | 0.00% | −3−13.6% | Reduced |
| Financial Management Professionals, Inc. | 19 | $9.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 21 | $9.00K | 0.00% | +17+425.0% | Added |
| Archer Investment Corp | 20 | $9.16K | 0.00% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 20 | $9.16K | 0.01% | +20 | New |
| Aspect Partners, LLC | 20 | $9.16K | 0.01% | +20 | New |
| Naples Money Management LLC | 20 | $9.16K | 0.01% | +20 | New |
| Castleview Partners, LLC | 21 | $9.61K | 0.01% | −4−16.0% | Reduced |
| Eagle Bay Advisors LLC | 21 | $9.61K | 0.01% | −4−16.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 22 | $10.0K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 22 | $10.1K | 0.00% | +9+69.2% | Added |
| Sachetta, LLC | 23 | $10.5K | 0.00% | +23 | New |
| Baystate Wealth Management LLC | 24 | $11.0K | 0.00% | +4+20.0% | Added |
| Operose Advisors LLC | 25 | $11.4K | 0.00% | −90−78.3% | Reduced |
| Investors Research Corp | 25 | $11.4K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 25 | $11.4K | 0.01% | +25 | New |
| Concord Wealth Partners | 25 | $11.5K | 0.00% | −8−24.2% | Reduced |
| FSA Wealth Management LLC | 26 | $12.0K | 0.01% | +26 | New |
| Raleigh Capital Management Inc. | 27 | $12.6K | 0.01% | +7+35.0% | Added |
| USA Financial Portformulas Corp | 28 | $12.8K | 0.00% | +20+250.0% | Added |
| Sittner & Nelson, LLC | 28 | $12.8K | 0.01% | +28 | New |
| Fortitude Family Office, LLC | 28 | $12.8K | 0.01% | +28 | New |
| Creative Financial Designs Inc | 29 | $13.3K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 29 | $13.3K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 29 | $13.3K | 0.00% | +29 | New |
| Hobbs Group Advisors, LLC | 30 | $13.7K | 0.01% | +30 | New |
| Moisand Fitzgerald Tamayo, LLC | 30 | $13.7K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 31 | $14.2K | 0.00% | −625−95.3% | Reduced |
| Scarborough Advisors, LLC | 32 | $14.7K | 0.00% | +32 | New |
| Spire Wealth Management | 37 | $14.9K | 0.00% | +25+208.3% | Added |
| Lee Financial Co | 33 | $15.1K | 0.00% | +5+17.9% | Added |
| First United Bank Trust | 34 | $15.6K | 0.01% | +34 | New |
| Larson Financial Group LLC | 34 | $15.6K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 34 | $16.0K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 35 | $16.1K | 0.01% | +35 | New |
| CarsonAllaria Wealth Management, Ltd. | 35 | $16.3K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 38 | $17.4K | 0.00% | +7+22.6% | Added |
| JFS Wealth Advisors, LLC | 39 | $17.9K | 0.00% | +6+18.2% | Added |
| Byrne Asset Management LLC | 40 | $18.1K | 0.01% | – | – |