| Navigoe, LLC | 13 | $0 | 0.00% | +13 | New |
| Kozak & Associates, Inc. | 0 | $18 | 0.00% | −3−100.0% | Reduced |
| IMG Wealth Management, Inc. | 1 | $53 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 2 | $105 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $158 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 3 | $158 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 3 | $158 | 0.00% | +3 | New |
| ROSS\JOHNSON & Associates LLC | 3 | $158 | 0.00% | +3 | New |
| Halbert Hargrove Global Advisors, LLC | 4 | $191 | 0.00% | +4 | New |
| Aspect Partners, LLC | 5 | $263 | 0.00% | +1+25.0% | Added |
| Gilpin Wealth Management, LLC | 5 | $264 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 5 | $264 | 0.00% | +5 | New |
| Quaker Wealth Management, LLC | 6 | $316 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $316 | 0.00% | 00.0% | Unchanged |
| Fideuram - Intesa Sanpaolo Private Banking S.P.A. | 7 | $369 | 0.00% | −22,811−100.0% | Reduced |
| Seneschal Advisors, LLC | 7 | $369 | 0.00% | +2+40.0% | Added |
| Principia Wealth Advisory, LLC | 7 | $369 | 0.00% | +2+40.0% | Added |
| Davis Capital Management | 7 | $369 | 0.00% | +7 | New |
| DecisionPoint Financial, LLC | 7 | $369 | 0.00% | +7 | New |
| Rossby Financial, LCC | 8 | $398 | 0.00% | +8 | New |
| Wilkerson Advisory Group LLC | 8 | $421 | 0.00% | −193−96.0% | Reduced |
| Retirement Wealth Solutions LLC | 8 | $422 | 0.00% | −29−78.4% | Reduced |
| Raleigh Capital Management Inc. | 9 | $465 | 0.00% | −62−87.3% | Reduced |
| Valley National Advisers Inc | 9 | $474 | 0.00% | +9 | New |
| Trifecta Capital Advisors, LLC | 10 | $527 | 0.00% | +10 | New |
| Barnes Dennig Private Wealth Management LLC | 10 | $527 | 0.00% | +10 | New |
| Strengthening Families & Communities, LLC | 11 | $579 | 0.00% | +11 | New |
| Trust Co | 11 | $585 | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 12 | $632 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 13 | $684 | 0.00% | +13 | New |
| 1015 Capital Partners, LLC | 13 | $684 | 0.00% | +13 | New |
| Burk Holdings LLC | 14 | $737 | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 15 | $790 | 0.00% | −7−31.8% | Reduced |
| Financial Management Professionals, Inc. | 15 | $790 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 15 | $790 | 0.00% | +15 | New |
| Glen Eagle Advisors, LLC | 15 | $790 | 0.00% | +15 | New |
| Park Place Capital Corp | 16 | $842 | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 17 | $895 | 0.00% | −229−93.1% | Reduced |
| SWAN Capital LLC | 18 | $948 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $948 | 0.00% | +18 | New |
| Planning Strategies Inc. | 18 | $948 | 0.00% | +18 | New |
| Penserra Capital Management LLC | 24 | $1.00K | 0.00% | +3+14.3% | Added |
| NVWM, LLC | 20 | $1.05K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 21 | $1.11K | 0.00% | −25−54.3% | Reduced |
| Strive Financial Group ,LLC | 21 | $1.11K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 23 | $1.21K | 0.00% | +23 | New |
| Signature Equity Partners, LLC | 24 | $1.27K | 0.00% | −9−27.3% | Reduced |
| Caldwell Trust Co | 25 | $1.32K | 0.00% | −750−96.8% | Reduced |
| Essex Investment Management Co LLC | 25 | $1.32K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 26 | $1.37K | 0.00% | −23,268−99.9% | Reduced |
| Trust Co of Toledo NA | 27 | $1.42K | 0.00% | −5−15.6% | Reduced |
| HFM Investment Advisors, LLC | 27 | $1.42K | 0.00% | +20+285.7% | Added |
| WPG Advisers, LLC | 27 | $1.42K | 0.00% | +23+575.0% | Added |
| Cornerstone Financial Management LLC | 28 | $1.47K | 0.00% | −15−34.9% | Reduced |
| Benson Wealth Management INC | 29 | $1.53K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 30 | $1.58K | 0.00% | −4−11.8% | Reduced |
| Darwin Advisors, LLC | 30 | $1.60K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $1.69K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $1.69K | 0.00% | +22+220.0% | Added |
| HHM Wealth Advisors, LLC | 34 | $1.79K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 39 | $2.03K | 0.00% | +39 | New |
| Arlington Trust Co LLC | 39 | $2.05K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 39 | $2.05K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 39 | $2.05K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 40 | $2.11K | 0.00% | +36+900.0% | Added |
| Tounjian Advisory Partners, LLC | 40 | $2.11K | 0.00% | −22,292−99.8% | Reduced |
| Cornerstone Planning Group LLC | 35 | $2.20K | 0.00% | −39−52.7% | Reduced |
| Silver Grove Financial Group, Inc. | 42 | $2.21K | 0.00% | +42 | New |
| MJT & Associates Financial Advisory Group, Inc. | 42 | $2.21K | 0.00% | 00.0% | Unchanged |
| Motco | 51 | $2.69K | 0.00% | +5+10.9% | Added |
| Sachetta, LLC | 54 | $2.84K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 57 | $3.00K | 0.00% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 50 | $3.02K | 0.00% | +50 | New |
| American National Bank | 60 | $3.16K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 61 | $3.21K | 0.00% | −57−48.3% | Reduced |
| Millstone Evans Group, LLC | 61 | $3.21K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 61 | $3.21K | 0.00% | +61 | New |
| Rachor Investment Advisory Services, LLC | 62 | $3.24K | 0.00% | +1+1.6% | Added |
| Morgan Dempsey Capital Management LLC | 62 | $3.26K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 63 | $3.32K | 0.00% | −95−60.1% | Reduced |
| Valued Wealth Advisors LLC | 64 | $3.39K | 0.00% | +9+16.4% | Added |
| Princeton Global Asset Management LLC | 66 | $3.48K | 0.00% | +12+22.2% | Added |
| JPL Wealth Management, LLC | 66 | $3.48K | 0.00% | +42+175.0% | Added |
| Continuum Advisory, LLC | 66 | $3.48K | 0.00% | +66 | New |
| Raffa Wealth Management, LLC | 68 | $3.58K | 0.00% | +9+15.3% | Added |
| Bay Harbor Wealth Management, LLC | 68 | $3.58K | 0.00% | +35+106.1% | Added |
| Atlantic Trust, LLC | 72 | $3.79K | 0.00% | −51−41.5% | Reduced |
| Bartlett & Co. Wealth Management LLC | 73 | $3.84K | 0.00% | +34+87.2% | Added |
| Quest 10 Wealth Builders, Inc. | 74 | $3.90K | 0.00% | +8+12.1% | Added |
| NBH Bank | 76 | $4.00K | 0.00% | +76 | New |
| Private Wealth Management Group, LLC | 76 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 81 | $4.26K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 82 | $4.32K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 83 | $4.37K | 0.00% | +7+9.2% | Added |
| Ares Financial Consulting, LLC | 87 | $4.56K | 0.00% | −49−36.0% | Reduced |
| Addison Advisors LLC | 87 | $4.58K | 0.00% | −15−14.7% | Reduced |
| Gables Capital Management Inc. | 87 | $4.58K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 88 | $4.62K | 0.00% | +88 | New |
| Stone House Investment Management, LLC | 92 | $4.84K | 0.00% | +92 | New |