| Quest 10 Wealth Builders, Inc. | 1 | $806 | 0.00% | 00.0% | Unchanged |
| Wood Tarver Financial Group, LLC | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 1 | $1.51K | 0.00% | +1 | New |
| DecisionPoint Financial, LLC | 1 | $1.51K | 0.00% | +1 | New |
| SJS Investment Consulting Inc. | 1 | $1.52K | 0.00% | −1−50.0% | Reduced |
| Atwood & Palmer Inc | 1 | $1.52K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 1 | $1.52K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 1 | $1.52K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 1 | $1.52K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $1.52K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 1 | $1.52K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1 | $1.52K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 1 | $1.52K | 0.00% | +1 | New |
| Signature Resources Capital Management, LLC | 1 | $1.52K | 0.00% | +1 | New |
| Stephens Consulting, LLC | 1 | $1.52K | 0.00% | +1 | New |
| Nemes Rush Group LLC | 1 | $1.52K | 0.00% | +1 | New |
| First United Bank Trust | 2 | $3.04K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 2 | $3.04K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 2 | $3.04K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 2 | $3.04K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $3.04K | 0.00% | +1+100.0% | Added |
| Parkworth Wealth Management, Inc. | 2 | $3.04K | 0.00% | +1+100.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 2 | $3.04K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2 | $3.04K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 2 | $3.04K | 0.00% | +1+100.0% | Added |
| Creative Financial Designs Inc | 3 | $4.56K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 3 | $4.56K | 0.00% | 00.0% | Unchanged |
| Trust Co | 3 | $4.56K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 3 | $4.56K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3 | $4.56K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $4.56K | 0.00% | +1+50.0% | Added |
| Bare Financial Services, Inc | 3 | $4.56K | 0.00% | +2+200.0% | Added |
| Grove Bank & Trust | 3 | $4.56K | 0.00% | +3 | New |
| Morse Asset Management, Inc | 3 | $4.56K | 0.00% | +3 | New |
| Evergreen Private Wealth LLC | 3 | $4.56K | 0.00% | +3 | New |
| Essential Partners LLC | 3 | $4.56K | 0.00% | +3 | New |
| Piscataqua Savings Bank | 4 | $6.08K | 0.01% | +4 | New |
| Private Wealth Management Group, LLC | 4 | $6.08K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $6.08K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 4 | $6.08K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 4 | $6.08K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 4 | $6.08K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 4 | $6.08K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 4 | $6.08K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 4 | $6.08K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 4 | $6.08K | 0.00% | +1+33.3% | Added |
| WealthTrak Capital Management LLC | 4 | $6.08K | 0.01% | +1+33.3% | Added |
| Mount Yale Investment Advisors, LLC | 4 | $6.08K | 0.00% | +4 | New |
| Legacy Investment Solutions, LLC | 4 | $6.08K | 0.00% | +4 | New |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 4 | $6.08K | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 5 | $7.08K | 0.00% | +2+66.7% | Added |
| Beaird Harris Wealth Management, LLC | 5 | $7.12K | 0.00% | +3+150.0% | Added |
| Heritage Wealth Advisors | 5 | $7.60K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $7.60K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $7.60K | 0.00% | +5 | New |
| Cranbrook Wealth Management, LLC | 5 | $7.60K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 5 | $7.60K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $7.60K | 0.00% | +5 | New |
| Sunbelt Securities, Inc. | 6 | $7.72K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 6 | $8.34K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 6 | $9.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 7 | $10.6K | 0.00% | −14−66.7% | Reduced |
| Cedar Wealth Management, LLC | 7 | $10.6K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 7 | $10.6K | 0.01% | +2+40.0% | Added |
| IMG Wealth Management, Inc. | 7 | $10.6K | 0.01% | +7 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $10.6K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $11.9K | 0.00% | +5+166.7% | Added |
| Avion Wealth | 8 | $12.0K | 0.00% | +1+14.3% | Added |
| Raffa Wealth Management, LLC | 8 | $12.2K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 8 | $12.2K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 8 | $12.2K | 0.00% | +8 | New |
| Fairscale Capital, LLC | 8 | $12.9K | 0.01% | +8 | New |
| Abound Wealth Management | 9 | $13.1K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 9 | $13.7K | 0.01% | −2−18.2% | Reduced |
| Indiana Trust & Investment Management CO | 9 | $13.7K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 9 | $13.7K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 9 | $13.7K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 9 | $14.3K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 10 | $15.0K | 0.00% | +1+11.1% | Added |
| Dunhill Financial, LLC | 9 | $15.1K | 0.00% | −1−10.0% | Reduced |
| Atlas Capital Advisors LLC | 10 | $15.2K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 10 | $15.2K | 0.01% | +2+25.0% | Added |
| Bell Investment Advisors, Inc | 10 | $15.2K | 0.00% | +1+11.1% | Added |
| Darwin Advisors, LLC | 11 | $16.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 11 | $16.7K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 13 | $18.0K | 0.01% | +13 | New |
| United Community Bank | 12 | $18.2K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12 | $18.2K | 0.00% | +1+9.1% | Added |
| Howard Hughes Medical Institute | 12 | $18.2K | 0.01% | +12 | New |
| BOK Financial Private Wealth, Inc. | 12 | $18.2K | 0.00% | +12 | New |
| Princeton Global Asset Management LLC | 12 | $18.2K | 0.00% | +12 | New |
| Hughes Financial Services, LLC | 14 | $19.6K | 0.00% | +2+16.7% | Added |
| Bellevue Asset Management, LLC | 13 | $19.8K | 0.01% | −1−7.1% | Reduced |
| Operose Advisors LLC | 13 | $19.8K | 0.01% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 13 | $19.8K | 0.01% | +13 | New |
| South State Corp. | 13 | $19.8K | 0.00% | −3−18.8% | Reduced |
| Accredited Wealth Management, LLC | 13 | $19.8K | 0.02% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 13 | $20.0K | 0.00% | −11−45.8% | Reduced |