| CWM Advisors, LLC | 1 | $244 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $283 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 1 | $283 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 2 | $565 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 2 | $565 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $565 | 0.00% | +2 | New |
| Nvest Wealth Strategies, Inc. | 2 | $565 | 0.00% | +2 | New |
| CrossGen Wealth, LLC | 3 | $847 | 0.00% | −100−97.1% | Reduced |
| WestEnd Advisors, LLC | 3 | $847 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $848 | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Davis Capital Management | 4 | $1.13K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 4 | $1.13K | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 4 | $1.13K | 0.00% | +4 | New |
| Caitlin John, LLC | 5 | $1.41K | 0.00% | −4−44.4% | Reduced |
| Trust Co | 5 | $1.41K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $1.41K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 5 | $1.41K | 0.00% | 00.0% | Unchanged |
| Portus Wealth Advisors, LLC | 5 | $1.41K | 0.00% | +5 | New |
| Investors Portfolio Services LLC | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 6 | $1.69K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $1.69K | 0.00% | +1+20.0% | Added |
| NBT Bank N A | 6 | $1.69K | 0.00% | +6 | New |
| Fortis Group Advisors, LLC | 7 | $1.98K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 7 | $1.98K | 0.00% | +1+16.7% | Added |
| Valley National Advisers Inc | 9 | $2.00K | 0.00% | +3+50.0% | Added |
| American Capital Advisory, LLC | 8 | $2.26K | 0.00% | −10−55.6% | Reduced |
| Red Tortoise LLC | 8 | $2.26K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 8 | $2.26K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 8 | $2.26K | 0.00% | +2+33.3% | Added |
| Atwood & Palmer Inc | 8 | $2.26K | 0.00% | +8 | New |
| Mascoma Wealth Management LLC | 8 | $2.26K | 0.00% | +8 | New |
| Carolina Wealth Advisors, LLC | 8 | $2.26K | 0.00% | +8 | New |
| Crews Bank & Trust | 9 | $2.54K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 9 | $2.54K | 0.00% | +9 | New |
| Kimelman & Baird, LLC | 9 | $2.54K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 10 | $2.82K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $2.82K | 0.00% | +2+25.0% | Added |
| Toth Financial Advisory Corp | 10 | $2.82K | 0.00% | +10 | New |
| Raleigh Capital Management Inc. | 11 | $3.11K | 0.00% | +11 | New |
| Vanguard National Trust Co | 11 | $3.11K | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $3.39K | 0.00% | −2,052−99.4% | Reduced |
| Vermillion Wealth Management, Inc. | 12 | $3.39K | 0.00% | +12 | New |
| United Financial Planning Group LLC | 12 | $3.39K | 0.00% | +12 | New |
| Tradewinds Capital Management, LLC | 12 | $3.39K | 0.00% | +12 | New |
| Wellington-Altus USA Inc. | 10 | $3.50K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 13 | $3.67K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 13 | $3.67K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 14 | $3.95K | 0.00% | −26−65.0% | Reduced |
| Dogwood Wealth Management LLC | 14 | $3.95K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 14 | $3.95K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 15 | $4.24K | 0.00% | −3−16.7% | Reduced |
| Bruce G. Allen Investments, LLC | 15 | $4.24K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 15 | $4.24K | 0.00% | +15 | New |
| Proathlete Wealth Management LLC | 16 | $4.52K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 17 | $4.80K | 0.00% | +17 | New |
| Ogorek Anthony Joseph | 18 | $5.00K | 0.00% | +9+100.0% | Added |
| CBIZ Investment Advisory Services, LLC | 18 | $5.08K | 0.00% | −5−21.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 18 | $5.08K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 18 | $5.08K | 0.00% | +4+28.6% | Added |
| Dunhill Financial, LLC | 18 | $5.30K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 25 | $7.02K | 0.00% | +1+4.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 25 | $7.06K | 0.00% | +10+66.7% | Added |
| Stone House Investment Management, LLC | 25 | $7.06K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 26 | $7.54K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 27 | $7.62K | 0.00% | +7+35.0% | Added |
| Clear Street Markets LLC | 28 | $7.91K | 0.00% | −528−95.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 28 | $7.91K | 0.00% | +10+55.6% | Added |
| Elequin Capital LP | 28 | $7.91K | 0.00% | +28 | New |
| Harvest Fund Management Co., Ltd | 27 | $8.00K | 0.00% | +27 | New |
| Highline Wealth Partners LLC | 29 | $8.19K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 32 | $9.04K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 32 | $9.04K | 0.00% | +32 | New |
| Spire Wealth Management | 33 | $9.32K | 0.00% | −1−2.9% | Reduced |
| RWM Asset Management, LLC | 33 | $9.32K | 0.00% | +33 | New |
| Kilter Group LLC | 33 | $9.32K | 0.00% | −7−17.5% | Reduced |
| Boreal Capital Management LLC | 34 | $9.60K | 0.01% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 34 | $9.60K | 0.00% | +34 | New |
| Cornerstone Financial Management LLC | 35 | $9.88K | 0.01% | +10+40.0% | Added |
| Princeton Global Asset Management LLC | 36 | $10.2K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 36 | $10.2K | 0.01% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 37 | $10.7K | 0.00% | +37 | New |
| Wilkerson Advisory Group LLC | 38 | $10.7K | 0.00% | +28+280.0% | Added |
| Bare Financial Services, Inc | 38 | $10.7K | 0.00% | +4+11.8% | Added |
| William B. Walkup & Associates, Inc. | 72 | $10.8K | 0.01% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 41 | $11.6K | 0.00% | +14+51.9% | Added |
| Steigerwald, Gordon & Koch Inc. | 42 | $11.9K | 0.00% | −1,059−96.2% | Reduced |
| Joseph Group Capital Management | 42 | $11.9K | 0.00% | +42 | New |
| Washington Trust Advisors, Inc. | 44 | $12.4K | 0.00% | +44 | New |
| North Star Investment Management Corp. | 45 | $12.7K | 0.00% | −4−8.2% | Reduced |
| Capital Advisors, Ltd. LLC | 45 | $13.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 48 | $13.0K | 0.00% | +8+20.0% | Added |
| Kemnay Advisory Services Inc. | 48 | $13.6K | 0.00% | −4−7.7% | Reduced |
| Triumph Capital Management | 48 | $13.6K | 0.00% | +30+166.7% | Added |
| SJS Investment Consulting Inc. | 48 | $13.6K | 0.00% | +31+182.4% | Added |
| Phillip James Consulting Co. | 50 | $14.0K | 0.01% | +50 | New |
| First United Bank Trust | 50 | $14.1K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 50 | $14.1K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 50 | $14.1K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 50 | $14.1K | 0.00% | 00.0% | Unchanged |