| Concord Wealth Partners | 600 | $38.8K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 535 | $34.6K | 0.02% | +1+0.2% | Added |
| Raleigh Capital Management Inc. | 520 | $33.6K | 0.02% | −116−18.2% | Reduced |
| McClarren Financial Advisors, Inc. | 520 | $33.0K | 0.03% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 500 | $33.0K | 0.02% | +500 | New |
| Annapolis Financial Services, LLC | 504 | $32.6K | 0.01% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 500 | $32.3K | 0.01% | +500 | New |
| Coston, McIsaac & Partners | 500 | $32.0K | 0.01% | 00.0% | Unchanged |
| Gs Investments, Inc. | 452 | $29.2K | 0.02% | +25+5.9% | Added |
| JJJ Advisors Inc. | 445 | $28.7K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 437 | $28.2K | 0.01% | +18+4.3% | Added |
| New Millennium Group LLC | 430 | $27.8K | 0.03% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 420 | $27.1K | 0.00% | −5,765−93.2% | Reduced |
| RE Dickinson Investment Advisors, LLC | 415 | $27.0K | 0.01% | +5+1.2% | Added |
| Pinnacle Bancorp, Inc. | 417 | $26.9K | 0.01% | 00.0% | Unchanged |
| PCA Investment Advisory Services Inc. | 414 | $26.7K | 0.02% | +414 | New |
| Pin Oak Investment Advisors Inc | 400 | $26.0K | 0.03% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 396 | $25.6K | 0.00% | +10+2.6% | Added |
| SOA Wealth Advisors, LLC. | 391 | $25.3K | 0.01% | +391 | New |
| HighMark Wealth Management LLC | 391 | $25.2K | 0.02% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 383 | $24.7K | 0.00% | +64+20.1% | Added |
| Financial Management Professionals, Inc. | 376 | $24.0K | 0.00% | +4+1.1% | Added |
| S.A. Mason LLC | 500 | $24.0K | 0.02% | 00.0% | Unchanged |
| Cambridge Trust Co | 365 | $23.6K | 0.00% | −235−39.2% | Reduced |
| Arrow Financial Corp | 360 | $23.3K | 0.00% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 350 | $22.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 348 | $22.5K | 0.00% | +108+45.0% | Added |
| Baystate Wealth Management LLC | 344 | $22.2K | 0.00% | +100+41.0% | Added |
| Cape Investment Advisory, Inc. | 340 | $22.0K | 0.01% | −25−6.8% | Reduced |
| State of Wyoming | 330 | $21.3K | 0.01% | +38+13.0% | Added |
| Safeguard Financial, LLC | 340 | $21.0K | 0.01% | +340 | New |
| Rosenberg Matthew Hamilton | 322 | $20.8K | 0.01% | +2+0.6% | Added |
| Key Financial Inc | 320 | $20.7K | 0.01% | +100+45.5% | Added |
| Barrett & Company, Inc. | 300 | $19.4K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 300 | $19.4K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 300 | $19.4K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 295 | $19.1K | 0.00% | +295 | New |
| Allspring Global Investments Holdings, LLC | 270 | $17.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 270 | $17.4K | 0.00% | +220+440.0% | Added |
| Global Wealth Strategies & Associates | 250 | $16.1K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 350 | $16.0K | 0.00% | −13−3.6% | Reduced |
| Foster Dykema Cabot & Co Inc | 240 | $16.0K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 252 | $16.0K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 236 | $15.0K | 0.00% | −266−53.0% | Reduced |
| GHP Investment Advisors, Inc. | 262 | $14.5K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 220 | $14.2K | 0.01% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 210 | $13.6K | 0.00% | −190−47.5% | Reduced |
| Solstein Capital, LLC | 210 | $13.6K | 0.01% | +210 | New |
| City State Bank | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 200 | $12.9K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 200 | $12.9K | 0.00% | +17+9.3% | Added |
| HM Payson & Co | 200 | $12.9K | 0.00% | +122+156.4% | Added |
| PrairieView Partners, LLC | 200 | $12.0K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 185 | $12.0K | 0.02% | +175+1,750.0% | Added |
| Retirement Group, LLC | 183 | $11.8K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 155 | $10.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 157 | $10.0K | 0.01% | −99−38.7% | Reduced |
| Bangor Savings Bank | 152 | $9.82K | 0.00% | +2+1.3% | Added |
| Earnest Partners LLC | 150 | $9.69K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 150 | $9.69K | 0.01% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 150 | $9.69K | 0.00% | +150 | New |
| Financial Synergies Wealth Advisors, Inc. | 130 | $8.40K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 126 | $8.14K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 125 | $8.07K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 120 | $8.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 120 | $7.75K | 0.00% | 00.0% | Unchanged |
| Options Solutions, LLC | 120 | $7.75K | 0.01% | +120 | New |
| Impact Partnership Wealth, LLC | 120 | $7.75K | 0.00% | +120 | New |
| Bell Investment Advisors, Inc | 115 | $7.43K | 0.00% | +8+7.5% | Added |
| Dakota Community Bank & Trust NA | 106 | $6.85K | 0.04% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 140 | $6.71K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 190 | $6.59K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 100 | $6.46K | 0.01% | +90+900.0% | Added |
| Duncker Streett & Co Inc | 100 | $6.46K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 100 | $6.46K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $6.46K | 0.01% | – | – |
| Moisand Fitzgerald Tamayo, LLC | 100 | $6.46K | 0.00% | +100 | New |
| Smithfield Trust Co | 100 | $6.00K | 0.00% | −35−25.9% | Reduced |
| Sound Income Strategies, LLC | 90 | $5.81K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 90 | $5.81K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 90 | $5.81K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 85 | $5.49K | 0.00% | +85 | New |
| C M Bidwell & Associates Ltd | 80 | $5.17K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 80 | $5.17K | 0.00% | +30+60.0% | Added |
| Elequin Capital LP | 75 | $4.84K | 0.00% | +75 | New |
| Register Financial Advisors LLC | 75 | $4.84K | 0.00% | +75 | New |
| Thomas J. Herzfeld Advisors, Inc. | 65 | $4.20K | 0.00% | +65 | New |
| VitalStone Financial, LLC | 100 | $4.00K | 0.00% | +95+1,900.0% | Added |
| Eagle Bay Advisors LLC | 60 | $3.88K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 60 | $3.88K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 56 | $3.62K | 0.00% | +56 | New |
| Washington Trust Co | 50 | $3.23K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 50 | $3.23K | 0.00% | +50 | New |
| Resources Management Corp | 50 | $3.00K | 0.00% | −5,472−99.1% | Reduced |
| Bollard Group LLC | 48 | $3.00K | 0.00% | +48 | New |
| Tower View Investment Management & Research LLC | 50 | $3.00K | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 46 | $2.97K | 0.00% | +46 | New |
| Versant Capital Management, Inc | 42 | $2.71K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 40 | $2.58K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 40 | $2.58K | 0.00% | 00.0% | Unchanged |