| Coastal Capital Group, Inc. | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $0 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 7 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $0 | 0.00% | −1−25.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 2 | $0 | 0.00% | +2 | New |
| TFC Financial Management | 10 | $0 | 0.00% | +10 | New |
| CFS Investment Advisory Services, LLC | 11,412 | $0 | 0.00% | +11,412 | New |
| Delos Wealth Advisors, LLC | 2 | $0 | 0.00% | +2 | New |
| Tucker Asset Management LLC | 10 | $432 | 0.00% | +10 | New |
| Atlas Capital Advisors LLC | 15 | $716 | 0.00% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 20 | $965 | 0.00% | +20 | New |
| Larson Financial Group LLC | 19 | $1.00K | 0.00% | −64−77.1% | Reduced |
| Gradient Investments LLC | 23 | $1.00K | 0.00% | −47−67.1% | Reduced |
| BerganKDV Wealth Management, LLC | 28 | $1.00K | 0.00% | +4+16.7% | Added |
| Rise Advisors, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| American National Bank | 15 | $1.00K | 0.00% | +15 | New |
| Hexagon Capital Partners LLC | 16 | $1.00K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Dakota Community Bank & Trust NA | 17 | $1.00K | 0.01% | +17 | New |
| Estabrook Capital Management | 32 | $1.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 38 | $1.81K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 51 | $2.00K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 50 | $2.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 37 | $2.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 38 | $2.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 53 | $2.00K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 48 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 34 | $2.00K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 34 | $2.00K | 0.00% | +34 | New |
| Abound Wealth Management | 43 | $2.05K | 0.00% | +43 | New |
| Evoke Wealth, LLC | 66 | $3.00K | 0.00% | −147−69.0% | Reduced |
| HM Payson & Co | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 66 | $3.00K | 0.00% | −3−4.3% | Reduced |
| Versant Capital Management, Inc | 73 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 73 | $3.00K | 0.00% | +45+160.7% | Added |
| Harvest Fund Management Co., Ltd | 55 | $3.00K | 0.00% | +55 | New |
| Ronald Blue Trust, Inc. | 65 | $4.00K | 0.00% | −50−43.5% | Reduced |
| Hall Laurie J Trustee | 81 | $4.00K | 0.00% | −45−35.7% | Reduced |
| Hartford Financial Management Inc. | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 89 | $4.00K | 0.00% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 97 | $4.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 77 | $4.00K | 0.00% | +4+5.5% | Added |
| Bellevue Asset Management, LLC | 74 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 82 | $4.00K | 0.00% | +29+54.7% | Added |
| Atticus Wealth Management, LLC | 62 | $4.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 94 | $4.00K | 0.00% | +94 | New |
| American Portfolios Advisors | 104 | $4.97K | 0.00% | −1,346−92.8% | Reduced |
| Toth Financial Advisory Corp | 112 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 103 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 98 | $5.00K | 0.00% | +98 | New |
| TD Capital Management LLC | 108 | $5.00K | 0.00% | +108 | New |
| Salem Investment Counselors Inc | 117 | $6.00K | 0.00% | −4,499−97.5% | Reduced |
| Burleson & Company, LLC | 124 | $6.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 131 | $6.00K | 0.00% | +26+24.8% | Added |
| Sutton Wealth Advisors Inc. | 138 | $6.59K | 0.00% | +101+273.0% | Added |
| First Horizon Advisors, Inc. | 157 | $7.00K | 0.00% | −44−21.9% | Reduced |
| Private Trust Co NA | 152 | $7.00K | 0.00% | −20−11.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 142 | $7.00K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 137 | $7.00K | 0.00% | +18+15.1% | Added |
| Activest Wealth Management | 154 | $7.00K | 0.00% | +154 | New |
| Global Retirement Partners, LLC | 189 | $8.00K | 0.00% | +80+73.4% | Added |
| Newbridge Financial Services Group, Inc. | 160 | $8.00K | 0.00% | +129+416.1% | Added |
| Carolinas Wealth Consulting LLC | 163 | $8.00K | 0.00% | +153+1,530.0% | Added |
| Almanack Investment Partners, LLC. | 174 | $8.00K | 0.00% | +174 | New |
| Trustcore Financial Services, LLC | 164 | $8.00K | 0.00% | +164 | New |
| Sandy Spring Bank | 180 | $9.00K | 0.00% | −50−21.7% | Reduced |
| Front Row Advisors LLC | 190 | $9.00K | 0.00% | 00.0% | Unchanged |
| Oxler Private Wealth LLC | 194 | $9.26K | 0.01% | −1,000−83.8% | Reduced |
| Ogorek Anthony Joseph | 228 | $10.0K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 206 | $10.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 199 | $10.0K | 0.00% | +40+25.2% | Added |
| Capital Analysts, LLC | 206 | $10.0K | 0.00% | +206 | New |
| EverSource Wealth Advisors, LLC | 230 | $11.0K | 0.00% | −22−8.7% | Reduced |
| Coston, McIsaac & Partners | 248 | $11.0K | 0.01% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 226 | $11.0K | 0.00% | −2−0.9% | Reduced |
| TSFG, LLC | 253 | $12.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 250 | $12.0K | 0.00% | +59+30.9% | Added |
| Elequin Capital LP | 245 | $12.0K | 0.00% | +245 | New |
| Cambridge Trust Co | 282 | $13.0K | 0.00% | −1,836−86.7% | Reduced |
| HHM Wealth Advisors, LLC | 268 | $13.0K | 0.00% | −286−51.6% | Reduced |
| Spire Wealth Management | 292 | $14.0K | 0.00% | −22−7.0% | Reduced |
| Evermay Wealth Management LLC | 289 | $14.0K | 0.00% | −16−5.2% | Reduced |
| Tacita Capital Inc | 302 | $14.0K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 315 | $15.0K | 0.01% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 310 | $15.0K | 0.01% | 00.0% | Unchanged |