| WestEnd Advisors, LLC | 2 | $301 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 2 | $301 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 3 | $422 | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 3 | $452 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 3 | $452 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $752 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 6 | $903 | 0.00% | +6 | New |
| Covestor Ltd | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $1.05K | 0.00% | +5+250.0% | Added |
| Triad Wealth Partners, LLC | 7 | $1.05K | 0.00% | +7 | New |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $1.20K | 0.00% | +8 | New |
| Oliver Lagore Vanvalin Investment Group | 9 | $1.35K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 10 | $1.50K | 0.00% | 00.0% | Unchanged |
| Brown Financial Advisors | 10 | $1.50K | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $1.50K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.50K | 0.00% | +3+42.9% | Added |
| Hollencrest Capital Management | 11 | $1.66K | 0.00% | −66−85.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $2.11K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $2.26K | 0.00% | −2−11.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 15 | $2.26K | 0.00% | +15 | New |
| Unique Wealth Strategies, LLC | 16 | $2.32K | 0.00% | +16 | New |
| Hoese & Co LLP | 17 | $2.54K | 0.00% | +17 | New |
| Bay Harbor Wealth Management, LLC | 18 | $2.71K | 0.00% | 00.0% | Unchanged |
| Motco | 18 | $2.71K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 18 | $2.71K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 18 | $2.71K | 0.00% | +13+260.0% | Added |
| Coppell Advisory Solutions LLC | 18 | $2.71K | 0.00% | +18 | New |
| Winch Advisory Services, LLC | 19 | $2.82K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 19 | $2.86K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 19 | $2.86K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 20 | $3.01K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $3.01K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 22 | $3.31K | 0.00% | +22 | New |
| Park Place Capital Corp | 24 | $3.61K | 0.00% | −17−41.5% | Reduced |
| SJS Investment Consulting Inc. | 24 | $3.61K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $3.61K | 0.00% | +4+20.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 25 | $3.76K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 26 | $3.91K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 24 | $4.00K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 27 | $4.06K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 30 | $4.51K | 0.00% | +30 | New |
| Kiely Wealth Advisory Group, Inc. | 33 | $4.71K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 32 | $4.86K | 0.00% | +10+45.5% | Added |
| Capital Advisors, Ltd. LLC | 34 | $5.00K | 0.00% | −24−41.4% | Reduced |
| Dunhill Financial, LLC | 33 | $5.00K | 0.00% | +6+22.2% | Added |
| Larson Financial Group LLC | 35 | $5.26K | 0.00% | +35 | New |
| Laurel Wealth Advisors LLC | 35 | $5.27K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 37 | $5.57K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 40 | $6.02K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 41 | $6.17K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 42 | $6.32K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 42 | $6.32K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 43 | $6.47K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 43 | $6.47K | 0.00% | +43 | New |
| Wetzel Investment Advisors, Inc. | 46 | $6.68K | 0.00% | −192−80.7% | Reduced |
| West Paces Advisors Inc. | 45 | $6.77K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 54 | $7.01K | 0.00% | +54 | New |
| Pineridge Advisors LLC | 47 | $7.10K | 0.00% | +14+42.4% | Added |
| Twin Lakes Capital Management, LLC | 50 | $7.52K | 0.01% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 50 | $7.52K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 50 | $7.52K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 50 | $7.52K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 51 | $7.67K | 0.00% | −115−69.3% | Reduced |
| City State Bank | 51 | $7.67K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $8.00K | 0.00% | −50−50.0% | Reduced |
| Proffitt & Goodson Inc | 58 | $8.72K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 59 | $8.88K | 0.00% | +59 | New |
| Center for Financial Planning, Inc. | 59 | $8.88K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 62 | $9.33K | 0.00% | −58−48.3% | Reduced |
| Private Wealth Management Group, LLC | 63 | $9.48K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 64 | $9.63K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 66 | $9.93K | 0.01% | +5+8.2% | Added |
| Avion Wealth | 67 | $10.0K | 0.00% | +22+48.9% | Added |
| VisionPoint Advisory Group, LLC | 68 | $10.2K | 0.00% | −3−4.2% | Reduced |
| Armstrong Advisory Group, Inc | 72 | $10.8K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 74 | $11.1K | 0.00% | −33−30.8% | Reduced |
| Spotlight Asset Group, Inc. | 75 | $11.3K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 76 | $11.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 79 | $11.9K | 0.00% | +4+5.3% | Added |
| Frazier Financial Advisors, LLC | 80 | $12.0K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 83 | $12.5K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 84 | $12.6K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 88 | $13.2K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 89 | $13.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 89 | $13.4K | 0.00% | −100−52.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 90 | $13.5K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 90 | $13.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 90 | $13.5K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 91 | $13.7K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 93 | $13.9K | 0.00% | −37−28.5% | Reduced |
| Benjamin Edwards Inc | 95 | $14.0K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 93 | $14.0K | 0.01% | +11+13.4% | Added |
| JFS Wealth Advisors, LLC | 95 | $14.3K | 0.00% | −2−2.1% | Reduced |
| BFSG, LLC | 95 | $14.3K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 95 | $14.3K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 96 | $14.4K | 0.00% | −10−9.4% | Reduced |
| CGC Financial Services, LLC | 98 | $14.7K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 103 | $14.8K | 0.00% | −82−44.3% | Reduced |
| Strengthening Families & Communities, LLC | 97 | $15.0K | 0.00% | 00.0% | Unchanged |