| LGT Financial Advisors LLC | 3 | $428 | 0.00% | +3 | New |
| Colonial Trust Advisors | 4 | $570 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $571 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $713 | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 6 | $855 | 0.00% | +6 | New |
| Jones Financial Companies LLLP | 7 | $998 | 0.00% | +7 | New |
| Valley National Advisers Inc | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $1.00K | 0.00% | +4 | New |
| Rise Advisors, LLC | 7 | $1.04K | 0.00% | −10−58.8% | Reduced |
| Hibernia Wealth Partners, LLC | 10 | $1.43K | 0.00% | +10 | New |
| Harbor Investment Advisory, LLC | 12 | $1.71K | 0.00% | −2,214−99.5% | Reduced |
| TCTC Holdings, LLC | 12 | $1.71K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $1.71K | 0.00% | – | – |
| Annapolis Financial Services, LLC | 13 | $1.85K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 15 | $2.14K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $2.42K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 17 | $2.42K | 0.00% | +17 | New |
| Arlington Partners LLC | 19 | $2.71K | 0.00% | −1,500−98.7% | Reduced |
| USA Financial Portformulas Corp | 19 | $2.71K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 19 | $2.71K | 0.00% | +19 | New |
| Lee Financial Co | 19 | $2.72K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 21 | $2.93K | 0.00% | +1+5.0% | Added |
| Carolinas Wealth Consulting LLC | 21 | $3.12K | 0.00% | −1−4.5% | Reduced |
| Gradient Investments LLC | 24 | $3.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 24 | $3.42K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 25 | $3.56K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 25 | $3.58K | 0.00% | +25 | New |
| Jackson, Grant Investment Advisers, Inc. | 26 | $3.71K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 26 | $3.71K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $3.85K | 0.00% | +1+3.8% | Added |
| Hazlett, Burt & Watson, Inc. | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 31 | $4.00K | 0.00% | +1+3.3% | Added |
| Glen Eagle Advisors, LLC | 29 | $4.13K | 0.00% | +15+107.1% | Added |
| TFC Financial Management | 30 | $4.28K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 31 | $4.42K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 31 | $4.42K | 0.00% | +31 | New |
| Country Trust Bank | 32 | $4.56K | 0.00% | +32 | New |
| Financial Management Professionals, Inc. | 34 | $5.00K | 0.00% | +11+47.8% | Added |
| Tortoise Investment Management, LLC | 36 | $5.13K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 37 | $5.22K | 0.00% | +37 | New |
| Western Pacific Wealth Management, LP | 39 | $5.56K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 44 | $6.27K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 44 | $6.29K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 45 | $6.41K | 0.00% | −25−35.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 45 | $6.41K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 51 | $7.28K | 0.00% | −8−13.6% | Reduced |
| Sound Income Strategies, LLC | 54 | $7.70K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 55 | $7.84K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 59 | $8.41K | 0.00% | +12+25.5% | Added |
| Milestone Investment Advisors LLC | 67 | $9.55K | 0.00% | +67 | New |
| Column Capital Advisors, LLC | 70 | $9.98K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 72 | $10.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 73 | $10.4K | 0.00% | −10−12.0% | Reduced |
| Sutton Wealth Advisors Inc. | 74 | $10.5K | 0.01% | +15+25.4% | Added |
| Tfo-TDC, LLC | 69 | $10.6K | 0.00% | +1+1.5% | Added |
| Dividend Assets Capital, LLC | 78 | $11.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 76 | $11.0K | 0.00% | +2+2.7% | Added |
| JJJ Advisors Inc. | 78 | $11.1K | 0.00% | +18+30.0% | Added |
| Steward Financial Group LLC | 89 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 85 | $12.1K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 90 | $13.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 96 | $13.7K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 96 | $13.7K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 97 | $13.8K | 0.01% | 00.0% | Unchanged |
| Grove Bank & Trust | 97 | $13.8K | 0.00% | +29+42.6% | Added |
| Community Bank, N.A. | 100 | $14.3K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 102 | $14.5K | 0.00% | −19−15.7% | Reduced |
| Baker Avenue Asset Management, LP | 103 | $14.7K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 103 | $14.7K | 0.00% | 00.0% | Unchanged |
| American National Bank | 104 | $14.8K | 0.00% | +104 | New |
| Ameliora Wealth Management Ltd. | 106 | $15.1K | 0.01% | +106 | New |
| MV Capital Management, Inc. | 106 | $15.1K | 0.00% | +8+8.2% | Added |
| Sofos Investments, Inc. | 105 | $15.6K | 0.00% | −48−31.4% | Reduced |
| Truvestments Capital LLC | 110 | $15.7K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 109 | $16.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 113 | $16.1K | 0.01% | −7−5.8% | Reduced |
| Laurel Wealth Advisors LLC | 118 | $16.8K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 120 | $17.1K | 0.00% | −57−32.2% | Reduced |
| Barrett & Company, Inc. | 125 | $17.8K | 0.01% | 00.0% | Unchanged |
| RVW Wealth, LLC | 140 | $20.0K | 0.00% | +140 | New |
| Solstein Capital, LLC | 144 | $20.5K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 150 | $21.0K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 149 | $21.2K | 0.00% | +50+50.5% | Added |
| West Paces Advisors Inc. | 161 | $22.9K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 164 | $23.4K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 165 | $23.5K | 0.00% | −35−17.5% | Reduced |
| Global Financial Private Client, LLC | 168 | $23.7K | 0.01% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 166 | $23.7K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 167 | $24.0K | 0.02% | −7−4.0% | Reduced |
| Altshuler Shaham Ltd | 188 | $26.8K | 0.00% | −69−26.8% | Reduced |
| FinTrust Capital Advisors, LLC | 197 | $28.1K | 0.01% | +71+56.3% | Added |
| Salem Investment Counselors Inc | 200 | $28.6K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 201 | $28.6K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 208 | $29.6K | 0.00% | +208 | New |
| Bartlett & Co. Wealth Management LLC | 244 | $34.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 244 | $35.0K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 255 | $36.3K | 0.00% | +255 | New |