| Strengthening Families & Communities, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 6 | $0 | 0.00% | +6 | New |
| Brown Brothers Harriman & Co | 1 | $153 | 0.00% | −650−99.8% | Reduced |
| Motco | 1 | $153 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $153 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2 | $306 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $306 | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 3 | $458 | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 3 | $458 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $764 | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 6 | $917 | 0.00% | +6 | New |
| Sutton Wealth Advisors Inc. | 7 | $1.07K | 0.00% | −5−41.7% | Reduced |
| PayPay Securities Corp | 7 | $1.07K | 0.05% | 00.0% | Unchanged |
| Lee Financial Co | 7 | $1.07K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 7 | $1.07K | 0.00% | +7 | New |
| Ameritas Investment Partners, Inc. | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 8 | $1.22K | 0.00% | +8 | New |
| Sugarloaf Wealth Management, LLC | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 10 | $1.53K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $1.53K | 0.00% | +3+42.9% | Added |
| Family CFO Inc | 10 | $1.53K | 0.00% | +10 | New |
| Private Ocean, LLC | 11 | $1.68K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 11 | $1.68K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 11 | $1.68K | 0.00% | +11 | New |
| Financial Synergies Wealth Advisors, Inc. | 11 | $1.68K | 0.00% | +4+57.1% | Added |
| Silicon Valley Capital Partners | 12 | $1.82K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 12 | $1.83K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $1.99K | 0.00% | +7+116.7% | Added |
| Addison Advisors LLC | 13 | $1.99K | 0.00% | +13 | New |
| Avion Wealth | 14 | $2.00K | 0.00% | +2+16.7% | Added |
| Evermay Wealth Management LLC | 14 | $2.14K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 14 | $2.14K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 15 | $2.29K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 16 | $2.44K | 0.00% | +16 | New |
| JNBA Financial Advisors | 17 | $2.60K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 18 | $2.75K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $2.75K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 19 | $2.90K | 0.00% | +3+18.8% | Added |
| Riggs Asset Managment Co. Inc. | 19 | $2.90K | 0.00% | −1−5.0% | Reduced |
| Raffa Wealth Management, LLC | 19 | $2.90K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 19 | $2.90K | 0.00% | +12+171.4% | Added |
| CNB Bank | 20 | $3.06K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 20 | $3.06K | 0.00% | −20−50.0% | Reduced |
| Stone House Investment Management, LLC | 21 | $3.21K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $3.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $3.36K | 0.00% | +3+15.8% | Added |
| Belmont Capital, LLC | 23 | $3.51K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 23 | $3.51K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 24 | $3.67K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 25 | $3.82K | 0.00% | −30−54.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 25 | $3.82K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 26 | $3.97K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 27 | $4.13K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 28 | $4.28K | 0.00% | +3+12.0% | Added |
| Blue Bell Private Wealth Management, LLC | 28 | $4.28K | 0.00% | +10+55.6% | Added |
| Gould Capital, LLC | 30 | $4.54K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 30 | $4.58K | 0.00% | +30 | New |
| Abound Wealth Management | 30 | $4.58K | 0.00% | −4−11.8% | Reduced |
| Macroview Investment Management LLC | 31 | $4.74K | 0.01% | +6+24.0% | Added |
| Johnson Midwest Financial, LLC | 33 | $5.04K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 33 | $5.04K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 33 | $5.04K | 0.00% | +25+312.5% | Added |
| Davidson Capital Management Inc. | 34 | $5.20K | 0.00% | +6+21.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 35 | $5.35K | 0.00% | −6−14.6% | Reduced |
| Massmutual Trust Co FSB | 35 | $5.35K | 0.00% | −11−23.9% | Reduced |
| Bank of New Hampshire | 35 | $5.35K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 35 | $5.35K | 0.00% | +35 | New |
| Bokf, NA | 37 | $5.37K | 0.00% | +22+146.7% | Added |
| Cape Investment Advisory, Inc. | 37 | $5.65K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 40 | $6.00K | 0.00% | −88−68.8% | Reduced |
| Hexagon Capital Partners LLC | 40 | $6.11K | 0.00% | −68−63.0% | Reduced |
| WFA Asset Management Corp | 40 | $6.11K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 40 | $6.11K | 0.00% | 00.0% | Unchanged |
| Arlington Partners LLC | 40 | $6.11K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 40 | $6.11K | 0.00% | +40 | New |
| Park Place Capital Corp | 42 | $6.42K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 46 | $7.03K | 0.00% | +46 | New |
| Colonial Trust Co | 45 | $7.19K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 48 | $7.33K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 49 | $7.49K | 0.00% | +34+226.7% | Added |
| Front Row Advisors LLC | 50 | $7.64K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $7.64K | 0.00% | +23+85.2% | Added |
| Quarry LP | 50 | $7.64K | 0.00% | +50 | New |
| ORG Partners LLC | 52 | $7.92K | 0.00% | −469−90.0% | Reduced |
| Key Financial Inc | 52 | $7.94K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 57 | $8.72K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 57 | $9.00K | 0.00% | +32+128.0% | Added |
| FinTrust Capital Advisors, LLC | 66 | $10.1K | 0.00% | −3−4.3% | Reduced |
| Strategic Investment Solutions, Inc. | 63 | $10.3K | 0.00% | +62+6,200.0% | Added |
| Paladin Advisory Group, LLC | 68 | $10.4K | 0.01% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 68 | $10.4K | 0.01% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 70 | $10.7K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 72 | $11.0K | 0.00% | −2,187−96.8% | Reduced |
| HighMark Wealth Management LLC | 75 | $11.5K | 0.01% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 77 | $11.8K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 78 | $11.9K | 0.01% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 78 | $12.0K | 0.01% | +62+387.5% | Added |
| Private Trust Co NA | 79 | $12.1K | 0.00% | −53−40.2% | Reduced |
| Creative Financial Designs Inc | 90 | $13.7K | 0.00% | −100−52.6% | Reduced |