| Darwin Advisors, LLC | 2 | $144 | 0.00% | +2 | New |
| Annapolis Financial Services, LLC | 7 | $392 | 0.00% | +7 | New |
| West Branch Capital LLC | 8 | $435 | 0.00% | +8 | New |
| Tidemark, LLC | 8 | $461 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 8 | $461 | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 10 | $521 | 0.00% | +10 | New |
| First Financial Corp | 10 | $576 | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 10 | $576 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $577 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $1.15K | 0.00% | +20 | New |
| TD Capital Management LLC | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $1.15K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 25 | $1.44K | 0.00% | +25 | New |
| ClariVest Asset Management LLC | 30 | $1.44K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 30 | $1.73K | 0.00% | −9,290−99.7% | Reduced |
| Arlington Trust Co LLC | 30 | $1.73K | 0.00% | −110−78.6% | Reduced |
| Oakworth Capital, Inc. | 30 | $1.73K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 30 | $1.73K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 38 | $2.19K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 40 | $2.31K | 0.00% | −180−81.8% | Reduced |
| Salomon & Ludwin, LLC | 40 | $2.31K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 43 | $2.48K | 0.00% | −28−39.4% | Reduced |
| POM Investment Strategies, LLC | 45 | $2.59K | 0.00% | −463−91.1% | Reduced |
| Legend Financial Advisors, Inc. | 45 | $2.59K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 48 | $2.77K | 0.00% | +14+41.2% | Added |
| Chilton Capital Management LLC | 49 | $2.82K | 0.00% | +48+4,800.0% | Added |
| Washington Trust Co | 50 | $2.88K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $2.88K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 50 | $2.88K | 0.00% | +50 | New |
| PFG Private Wealth Management, LLC | 52 | $3.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 52 | $3.00K | 0.00% | +52 | New |
| Wiser Advisor Group LLC | 54 | $3.09K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 59 | $3.40K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $3.40K | 0.00% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 61 | $3.52K | 0.00% | +61 | New |
| Abound Wealth Management | 67 | $3.86K | 0.00% | +67 | New |
| True Wealth Design, LLC | 68 | $3.92K | 0.00% | −16,741−99.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 70 | $4.03K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 76 | $4.38K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 76 | $4.38K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 79 | $4.55K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 81 | $4.67K | 0.00% | −2−2.4% | Reduced |
| Chesapeake Asset Management LLC | 91 | $5.24K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 96 | $5.53K | 0.00% | +35+57.4% | Added |
| Old Point Trust & Financial Services N A | 100 | $5.76K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $5.76K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 103 | $5.94K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 111 | $6.00K | 0.00% | −451−80.2% | Reduced |
| TSFG, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 108 | $6.22K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 115 | $6.63K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 118 | $6.80K | 0.00% | +118 | New |
| Bell Investment Advisors, Inc | 118 | $6.80K | 0.00% | +22+22.9% | Added |
| Riggs Asset Managment Co. Inc. | 123 | $7.09K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 138 | $7.95K | 0.00% | +138 | New |
| FSA Wealth Management LLC | 142 | $8.18K | 0.00% | +142 | New |
| CoreCap Advisors, LLC | 146 | $8.41K | 0.00% | −10−6.4% | Reduced |
| Hobbs Group Advisors, LLC | 146 | $8.41K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 149 | $8.59K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 173 | $9.00K | 0.00% | +173 | New |
| Leonteq Securities AG | 162 | $9.34K | 0.00% | −150−48.1% | Reduced |
| Godsey & Gibb Associates | 164 | $9.45K | 0.00% | +164 | New |
| Cornerstone Planning Group LLC | 184 | $9.90K | 0.00% | −109−37.2% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 173 | $9.97K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 177 | $10.2K | 0.01% | −5−2.7% | Reduced |
| Tompkins Financial Corp | 178 | $10.3K | 0.00% | +178 | New |
| North Star Investment Management Corp. | 182 | $10.5K | 0.00% | +147+420.0% | Added |
| Ashton Thomas Securities, LLC | 184 | $10.6K | 0.00% | +184 | New |
| Paladin Wealth, LLC | 193 | $11.1K | 0.01% | +193 | New |
| Essex Investment Management Co LLC | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 200 | $11.5K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 200 | $11.5K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 224 | $12.9K | 0.00% | +30+15.5% | Added |
| Creative Financial Designs Inc | 226 | $13.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 226 | $13.0K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 235 | $13.5K | 0.00% | +46+24.3% | Added |
| Newbridge Financial Services Group, Inc. | 236 | $13.6K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 240 | $13.8K | 0.00% | +133+124.3% | Added |
| Cherry Tree Wealth Management, LLC | 242 | $13.9K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 245 | $14.1K | 0.00% | −53−17.8% | Reduced |
| Eastern Bank | 248 | $14.3K | 0.00% | +248 | New |
| Eagle Bay Advisors LLC | 256 | $14.8K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 263 | $15.2K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 267 | $15.4K | 0.00% | +129+93.5% | Added |
| Redmont Wealth Advisors LLC | 271 | $15.6K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 282 | $16.3K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 299 | $17.2K | 0.00% | +299 | New |
| Capital Performance Advisors LLP | 300 | $17.3K | 0.01% | +300 | New |
| Gould Capital, LLC | 307 | $17.7K | 0.01% | −20,715−98.5% | Reduced |
| Larson Financial Group LLC | 308 | $17.7K | 0.00% | +152+97.4% | Added |
| Financial Management Professionals, Inc. | 315 | $18.0K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 329 | $19.0K | 0.01% | +329 | New |
| Proequities, Inc. | 333 | $19.2K | 0.00% | +1+0.3% | Added |
| Princeton Global Asset Management LLC | 345 | $19.9K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 356 | $20.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 361 | $20.8K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 367 | $21.1K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 372 | $21.4K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 384 | $22.1K | 0.01% | −606−61.2% | Reduced |