| Chesapeake Asset Management LLC | 1 | $388 | 0.00% | +1 | New |
| Ancora Advisors, LLC | 1 | $389 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $389 | 0.00% | +1 | New |
| Annapolis Financial Services, LLC | 4 | $635 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 3 | $1.17K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 3 | $1.17K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $1.17K | 0.00% | +3 | New |
| ClariVest Asset Management LLC | 4 | $1.33K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 4 | $1.55K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 4 | $1.55K | 0.00% | +4 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.94K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 5 | $1.94K | 0.00% | −22−81.5% | Reduced |
| Wolff Wiese Magana LLC | 5 | $1.94K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 5 | $1.94K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 6 | $2.33K | 0.00% | +2+50.0% | Added |
| Sound Income Strategies, LLC | 7 | $2.72K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 8 | $3.11K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 9 | $3.50K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 10 | $3.89K | 0.00% | −250−96.2% | Reduced |
| POM Investment Strategies, LLC | 10 | $3.89K | 0.00% | −44−81.5% | Reduced |
| Hobbs Group Advisors, LLC | 11 | $4.28K | 0.00% | −8−42.1% | Reduced |
| Altshuler Shaham Ltd | 11 | $4.28K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 11 | $4.28K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 11 | $4.28K | 0.00% | +5+83.3% | Added |
| Independence Bank of Kentucky | 11 | $4.28K | 0.00% | +11 | New |
| Carmichael Hill & Associates, Inc. | 11 | $4.28K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 46 | $4.51K | 0.00% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 12 | $4.54K | 0.02% | +12 | New |
| Country Trust Bank | 12 | $4.67K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 12 | $4.67K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $4.67K | 0.00% | +3+33.3% | Added |
| TD Capital Management LLC | 12 | $4.67K | 0.00% | +12 | New |
| Jackson, Grant Investment Advisers, Inc. | 13 | $5.05K | 0.00% | −1,553−99.2% | Reduced |
| Activest Wealth Management | 13 | $5.12K | 0.00% | +13 | New |
| Investors Research Corp | 14 | $5.44K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 14 | $5.44K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 14 | $5.44K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 15 | $6.00K | 0.00% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 16 | $6.22K | 0.00% | +16 | New |
| Redmont Wealth Advisors LLC | 20 | $7.78K | 0.01% | 00.0% | Unchanged |
| Pier Capital, LLC | 21 | $8.16K | 0.00% | −15−41.7% | Reduced |
| Cedar Wealth Management, LLC | 21 | $8.16K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 22 | $8.55K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $9.33K | 0.00% | −3−11.1% | Reduced |
| Cornerstone Planning Group LLC | 24 | $9.37K | 0.00% | +4+20.0% | Added |
| Caldwell Sutter Capital, Inc. | 25 | $9.72K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 28 | $10.9K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 29 | $11.4K | 0.00% | +23+383.3% | Added |
| Coston, McIsaac & Partners | 33 | $12.0K | 0.00% | −28−45.9% | Reduced |
| SOA Wealth Advisors, LLC. | 31 | $12.1K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 37 | $12.2K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 32 | $12.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 32 | $12.4K | 0.00% | +10+45.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 34 | $13.2K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 35 | $13.6K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 35 | $13.6K | 0.01% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 37 | $14.4K | 0.01% | −35−48.6% | Reduced |
| Westside Investment Management, Inc. | 44 | $14.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 38 | $14.9K | 0.00% | +8+26.7% | Added |
| Avion Wealth | 41 | $15.0K | 0.00% | +2+5.1% | Added |
| Aspect Partners, LLC | 42 | $16.3K | 0.01% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 45 | $17.4K | 0.00% | +8+21.6% | Added |
| Bogart Wealth, LLC | 47 | $18.3K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 49 | $19.0K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 51 | $19.8K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 51 | $19.8K | 0.01% | +47+1,175.0% | Added |
| Red Tortoise LLC | 54 | $20.9K | 0.01% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 55 | $21.2K | 0.01% | +24+77.4% | Added |
| Bruce G. Allen Investments, LLC | 55 | $21.4K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $21.4K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 55 | $21.4K | 0.01% | +1+1.9% | Added |
| Coastline Trust Co | 57 | $22.2K | 0.00% | −2,432−97.7% | Reduced |
| Raffa Wealth Management, LLC | 59 | $22.9K | 0.01% | −31−34.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 60 | $23.2K | 0.00% | +60 | New |
| Pacific Capital Wealth Advisors, Inc | 61 | $23.7K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 63 | $24.5K | 0.01% | +3+5.0% | Added |
| Tucker Asset Management LLC | 65 | $25.3K | 0.01% | −71−52.2% | Reduced |
| MidAtlantic Capital Management, Inc. | 70 | $27.2K | 0.02% | +70 | New |
| WFA Asset Management Corp | 74 | $28.8K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 75 | $29.2K | 0.02% | +22+41.5% | Added |
| Maryland Capital Advisors Inc. | 80 | $31.1K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 80 | $31.1K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 86 | $33.4K | 0.01% | +11+14.7% | Added |
| PSI Advisors, LLC | 88 | $33.9K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 92 | $35.8K | 0.00% | +92 | New |
| Clean Yield Group | 93 | $36.2K | 0.01% | +7+8.1% | Added |
| LGT Financial Advisors LLC | 94 | $36.7K | 0.09% | −76−44.7% | Reduced |
| HHM Wealth Advisors, LLC | 96 | $37.3K | 0.01% | +58+152.6% | Added |
| Piscataqua Savings Bank | 100 | $38.9K | 0.03% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 100 | $38.9K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 100 | $38.9K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 100 | $38.9K | 0.00% | +100 | New |
| Delta Asset Management LLC | 103 | $39.9K | 0.00% | −40−28.0% | Reduced |
| Sugarloaf Wealth Management, LLC | 103 | $40.0K | 0.01% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 107 | $44.4K | 0.03% | +107 | New |
| Legacy Wealth Managment, LLC | 107 | $44.4K | 0.03% | +107 | New |
| DHJJ Financial Advisors, Ltd. | 115 | $44.7K | 0.02% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 120 | $46.6K | 0.02% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 121 | $47.0K | 0.02% | +10+9.0% | Added |