| Avion Wealth | 2 | $0 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 0 | $336 | 0.00% | −445−100.0% | Reduced |
| Crewe Advisors LLC | 1 | $445 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 2 | $889 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $889 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $890 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 3 | $1.27K | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $1.33K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $1.63K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4 | $1.78K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $1.78K | 0.00% | +4 | New |
| Salomon & Ludwin, LLC | 4 | $1.78K | 0.00% | +4 | New |
| HM Payson & Co | 4 | $1.78K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4 | $1.78K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 4 | $1.78K | 0.00% | +4 | New |
| Antonetti Capital Management LLC | 5 | $2.22K | 0.00% | −46−90.2% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $2.22K | 0.00% | 00.0% | Unchanged |
| Motco | 5 | $2.22K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $2.22K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 5 | $2.22K | 0.00% | +5 | New |
| Tfo-TDC, LLC | 5 | $2.23K | 0.00% | +3+150.0% | Added |
| Perkins Coie Trust Co | 6 | $2.67K | 0.00% | +6 | New |
| Versant Capital Management, Inc | 6 | $2.67K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 6 | $2.67K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $2.67K | 0.00% | +3+100.0% | Added |
| Byrne Asset Management LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 7 | $3.11K | 0.00% | +7 | New |
| Lee Financial Co | 8 | $3.56K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 11 | $4.89K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 11 | $4.89K | 0.00% | +11 | New |
| SkyView Investment Advisors, LLC | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tobam | 11 | $5.00K | 0.00% | +11 | New |
| Proequities, Inc. | 12 | $5.33K | 0.00% | −4−25.0% | Reduced |
| American National Bank | 12 | $5.33K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $5.78K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 13 | $6.00K | 0.00% | +6+85.7% | Added |
| Aspire Private Capital, LLC | 14 | $6.22K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15 | $6.67K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 19 | $8.45K | 0.00% | +4+26.7% | Added |
| SJS Investment Consulting Inc. | 19 | $8.45K | 0.00% | +2+11.8% | Added |
| SRS Capital Advisors, Inc. | 20 | $8.91K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 20 | $9.00K | 0.00% | −24−54.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 22 | $9.78K | 0.01% | 00.0% | Unchanged |
| Castleview Partners, LLC | 22 | $9.78K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 23 | $10.0K | 0.00% | −1−4.2% | Reduced |
| TSFG, LLC | 22 | $10.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 23 | $10.2K | 0.00% | −113−83.1% | Reduced |
| GW&K Investment Management, LLC | 25 | $11.0K | 0.00% | +1+4.2% | Added |
| Raffa Wealth Management, LLC | 25 | $11.1K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $11.1K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 25 | $11.1K | 0.01% | +10+66.7% | Added |
| Distillate Capital Partners LLC | 27 | $12.0K | 3.03% | +27 | New |
| AdvisorNet Financial, Inc | 28 | $12.5K | 0.00% | −31−52.5% | Reduced |
| Silver Oak Securities, Inc | 33 | $14.7K | 0.00% | −947−96.6% | Reduced |
| Your Advocates Ltd., LLP | 37 | $16.4K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 38 | $16.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $16.9K | 0.00% | +1+2.7% | Added |
| Foster Dykema Cabot & Co Inc | 39 | $17.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 40 | $17.8K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 43 | $19.1K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 43 | $19.1K | 0.02% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 44 | $19.6K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 45 | $20.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 48 | $21.0K | 0.00% | +16+50.0% | Added |
| Resources Management Corp | 50 | $22.0K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 51 | $22.0K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 50 | $22.2K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 50 | $22.2K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 53 | $23.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 55 | $24.0K | 0.02% | 00.0% | Unchanged |
| Arlington Partners LLC | 56 | $24.9K | 0.01% | −26−31.7% | Reduced |
| Stonebridge Capital Advisors LLC | 56 | $24.9K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 56 | $24.9K | 0.01% | +7+14.3% | Added |
| Arlington Trust Co LLC | 56 | $24.9K | 0.01% | +56 | New |
| Ofi Invest Asset Management | 60 | $25.2K | 0.00% | +60 | New |
| Brown Brothers Harriman & Co | 60 | $26.7K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 60 | $26.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 60 | $26.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 61 | $27.1K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 62 | $27.8K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $28.9K | 0.02% | – | – |
| Retirement Group, LLC | 65 | $28.9K | 0.01% | +21+47.7% | Added |
| NBC Securities, Inc. | 66 | $29.0K | 0.00% | +66 | New |
| Twin Lakes Capital Management, LLC | 67 | $29.7K | 0.02% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 70 | $31.1K | 0.02% | +70 | New |
| Silicon Valley Capital Partners | 70 | $31.2K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 72 | $32.0K | 0.01% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 75 | $33.3K | 0.01% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 76 | $34.0K | 0.01% | +76 | New |
| Knott David M Jr | 78 | $35.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 82 | $36.5K | 0.01% | +51+164.5% | Added |
| Bangor Savings Bank | 86 | $38.2K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 88 | $39.1K | 0.04% | +88 | New |
| Jackson, Grant Investment Advisers, Inc. | 89 | $39.6K | 0.02% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 91 | $40.5K | 0.00% | +3+3.4% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 91 | $40.5K | 0.02% | +91 | New |
| EverSource Wealth Advisors, LLC | 95 | $42.2K | 0.00% | +9+10.5% | Added |