| Kingdom Financial Group LLC. | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1 | $16 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 5 | $81 | 0.00% | +5 | New |
| Horizon Financial Services, LLC | 13 | $208 | 0.00% | +13 | New |
| Arlington Trust Co LLC | 16 | $256 | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 18 | $289 | 0.00% | +18 | New |
| Marshall Investment Management, LLC | 18 | $289 | 0.00% | +18 | New |
| Bay Harbor Wealth Management, LLC | 19 | $305 | 0.00% | +19 | New |
| MidFirst Bank | 24 | $385 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25 | $401 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 29 | $465 | 0.00% | +29 | New |
| Bullock Wealth Management Group | 30 | $479 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 30 | $481 | 0.00% | +30 | New |
| Oakmont Advisory Group, LLC | 31 | $497 | 0.00% | +31 | New |
| Godfrey Financial Associates, Inc. | 35 | $561 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 35 | $562 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 38 | $609 | 0.00% | +38 | New |
| Silicon Valley Capital Partners | 39 | $625 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $658 | 0.00% | −105−71.9% | Reduced |
| Trifecta Capital Advisors, LLC | 42 | $674 | 0.00% | +42 | New |
| Halbert Hargrove Global Advisors, LLC | 44 | $701 | 0.00% | +44 | New |
| Collier Financial | 50 | $802 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 58 | $930 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 57 | $996 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 63 | $1.01K | 0.00% | 00.0% | Unchanged |
| Trust Co | 64 | $1.03K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 65 | $1.04K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 66 | $1.06K | 0.00% | +32+94.1% | Added |
| Keating Financial Advisory Services, Inc. | 66 | $1.06K | 0.00% | +66 | New |
| Gould Capital, LLC | 70 | $1.12K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 72 | $1.15K | 0.00% | +72 | New |
| Financial Network Wealth Advisors LLC | 74 | $1.19K | 0.00% | +18+32.1% | Added |
| Plante Moran Financial Advisors, LLC | 74 | $1.19K | 0.00% | +74 | New |
| Highland Investment Advisors LLC | 76 | $1.22K | 0.00% | +76 | New |
| Burk Holdings LLC | 83 | $1.33K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 87 | $1.40K | 0.00% | +87 | New |
| HM Payson & Co | 100 | $1.60K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 106 | $1.70K | 0.00% | +106 | New |
| Allied Private Wealth LLC | 103 | $1.73K | 0.00% | +103 | New |
| Quent Capital, LLC | 109 | $1.75K | 0.00% | +109 | New |
| Cassaday & Co Wealth Management LLC | 115 | $1.84K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 116 | $1.86K | 0.00% | +54+87.1% | Added |
| Deutsche Bank AG | 120 | $1.92K | 0.00% | +120 | New |
| Action Point Financial Planning, LLC | 122 | $1.96K | 0.00% | +122 | New |
| Strategic Investment Solutions, Inc. | 125 | $2.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 125 | $2.00K | 0.00% | +125 | New |
| Tidemark, LLC | 126 | $2.02K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 136 | $2.18K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 145 | $2.32K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 147 | $2.36K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 150 | $2.40K | 0.00% | +150 | New |
| Hilton Head Capital Partners, LLC | 163 | $2.61K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 167 | $2.68K | 0.00% | +166+16,600.0% | Added |
| Nemes Rush Group LLC | 169 | $2.71K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 173 | $2.77K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 177 | $2.84K | 0.00% | +34+23.8% | Added |
| MV Capital Management, Inc. | 179 | $2.87K | 0.00% | −3−1.6% | Reduced |
| Bangor Savings Bank | 186 | $2.98K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 201 | $3.21K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 199 | $3.23K | 0.00% | −12−5.7% | Reduced |
| Raffa Wealth Management, LLC | 208 | $3.33K | 0.00% | −65−23.8% | Reduced |
| North Star Investment Management Corp. | 226 | $3.62K | 0.00% | −24−9.6% | Reduced |
| Harbor Asset Planning, Inc. | 235 | $3.77K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 236 | $3.78K | 0.00% | +13+5.8% | Added |
| Planning Strategies Inc. | 236 | $3.78K | 0.00% | +236 | New |
| Coston, McIsaac & Partners | 259 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 251 | $4.02K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 264 | $4.23K | 0.00% | +84+46.7% | Added |
| Evelyn Partners Group Ltd | 272 | $4.36K | 0.00% | +272 | New |
| Retirement Wealth Solutions LLC | 275 | $4.41K | 0.00% | −172−38.5% | Reduced |
| Breakwater Investment Management | 282 | $4.52K | 0.00% | +282 | New |
| Evermay Wealth Management LLC | 287 | $4.60K | 0.00% | +287 | New |
| Highline Wealth Partners LLC | 296 | $4.75K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 296 | $4.75K | 0.00% | +100+51.0% | Added |
| ORG Wealth Partners, LLC | 300 | $4.81K | 0.00% | +300 | New |
| Geneos Wealth Management Inc. | 307 | $4.92K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 324 | $5.19K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 326 | $5.23K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 328 | $5.27K | 0.00% | −90−21.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 329 | $5.27K | 0.00% | +329 | New |
| Colonial Trust Advisors | 352 | $5.64K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 376 | $6.03K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 383 | $6.14K | 0.00% | −901−70.2% | Reduced |
| McDonald Partners LLC | 400 | $6.41K | 0.00% | +400 | New |
| Signature Equity Partners, LLC | 401 | $6.43K | 0.00% | +57+16.6% | Added |
| Zions Bancorporation, National Association | 433 | $6.94K | 0.00% | +62+16.7% | Added |
| Bruce G. Allen Investments, LLC | 448 | $7.18K | 0.00% | −560−55.6% | Reduced |
| Stone House Investment Management, LLC | 457 | $7.33K | 0.00% | −620−57.6% | Reduced |
| Bell Investment Advisors, Inc | 488 | $7.82K | 0.00% | −417−46.1% | Reduced |
| Motco | 516 | $8.27K | 0.00% | +115+28.7% | Added |
| Piscataqua Savings Bank | 518 | $8.30K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 534 | $8.56K | 0.00% | −75−12.3% | Reduced |
| Creative Financial Designs Inc | 535 | $8.58K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 553 | $8.87K | 0.01% | +349+171.1% | Added |
| GW&K Investment Management, LLC | 548 | $9.00K | 0.00% | −32−5.5% | Reduced |
| Institute for Wealth Management, LLC. | 602 | $9.65K | 0.00% | +602 | New |
| Kilter Group LLC | 693 | $11.1K | 0.00% | −249−26.4% | Reduced |
| ZRC Wealth Management, LLC | 693 | $11.1K | 0.00% | +693 | New |
| Cornerstone Planning Group LLC | 679 | $11.5K | 0.00% | +64+10.4% | Added |
| Acadian Asset Management LLC | 797 | $12.0K | 0.00% | −6,876−89.6% | Reduced |