| Wood Tarver Financial Group, LLC | 3 | $0 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $265 | 0.00% | +1 | New |
| Motco | 1 | $275 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 2 | $522 | 0.00% | −34−94.4% | Reduced |
| Crewe Advisors LLC | 2 | $522 | 0.00% | −1−33.3% | Reduced |
| Stephens Consulting, LLC | 2 | $522 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $522 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 3 | $782 | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $782 | 0.00% | +1+50.0% | Added |
| Valued Wealth Advisors LLC | 3 | $783 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $783 | 0.00% | +3 | New |
| Aspect Partners, LLC | 4 | $1.04K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $1.04K | 0.00% | +3+300.0% | Added |
| Rialto Wealth Management, LLC | 4 | $1.04K | 0.00% | +4 | New |
| Brown, Lisle/Cummings, Inc. | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.30K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 5 | $1.30K | 0.00% | +5 | New |
| FWL Investment Management, LLC | 5 | $1.30K | 0.00% | +5 | New |
| TFC Financial Management | 5 | $1.31K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 6 | $1.56K | 0.00% | +3+100.0% | Added |
| Total Investment Management Inc | 6 | $1.56K | 0.00% | +6 | New |
| Aventura Private Wealth, LLC | 6 | $1.56K | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 7 | $1.82K | 0.00% | +4+133.3% | Added |
| Cornerstone Planning Group LLC | 7 | $1.98K | 0.00% | +3+75.0% | Added |
| Ogorek Anthony Joseph | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 8 | $2.09K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 9 | $2.35K | 0.00% | −121,793−100.0% | Reduced |
| WealthTrak Capital Management LLC | 9 | $2.35K | 0.00% | +2+28.6% | Added |
| Dogwood Wealth Management LLC | 9 | $2.40K | 0.00% | +7+350.0% | Added |
| Hughes Financial Services, LLC | 9 | $2.53K | 0.00% | +1+12.5% | Added |
| LRI Investments, LLC | 10 | $2.61K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 10 | $2.61K | 0.00% | +5+100.0% | Added |
| Cullen/Frost Bankers, Inc. | 10 | $2.61K | 0.00% | +10 | New |
| Moisand Fitzgerald Tamayo, LLC | 10 | $2.61K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 10 | $2.61K | 0.00% | +4+66.7% | Added |
| Pacifica Partners Inc. | 10 | $2.62K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 11 | $2.87K | 0.00% | +11 | New |
| Penserra Capital Management LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $3.00K | 0.00% | +3+37.5% | Added |
| Westend Capital Management, LLC | 15 | $3.91K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 15 | $3.91K | 0.01% | +15 | New |
| Eastern Bank | 16 | $4.17K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 16 | $4.17K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $4.18K | 0.00% | −1−5.9% | Reduced |
| Prestige Wealth Management Group LLC | 17 | $4.43K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 17 | $4.43K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 17 | $4.43K | 0.00% | +17 | New |
| Bear Mountain Capital, Inc. | 17 | $4.53K | 0.00% | −1−5.6% | Reduced |
| Raffa Wealth Management, LLC | 18 | $4.70K | 0.00% | −10−35.7% | Reduced |
| Creative Financial Designs Inc | 19 | $4.96K | 0.00% | +1+5.6% | Added |
| TCTC Holdings, LLC | 20 | $5.22K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 20 | $5.22K | 0.00% | +13+185.7% | Added |
| Bogart Wealth, LLC | 22 | $5.74K | 0.00% | +2+10.0% | Added |
| Plato Investment Management Ltd | 23 | $5.98K | 0.00% | +2+9.5% | Added |
| Bellevue Asset Management, LLC | 23 | $6.00K | 0.00% | +2+9.5% | Added |
| Avion Wealth | 25 | $6.00K | 0.00% | +11+78.6% | Added |
| Sierra Ocean, LLC | 23 | $6.02K | 0.00% | −12−34.3% | Reduced |
| CNB Bank | 24 | $6.26K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 24 | $6.26K | 0.00% | +24 | New |
| Hilltop National Bank | 24 | $6.26K | 0.00% | +24 | New |
| SOA Wealth Advisors, LLC. | 25 | $6.45K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 25 | $6.52K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $6.52K | 0.00% | +4+19.0% | Added |
| Sound Income Strategies, LLC | 28 | $7.30K | 0.00% | +3+12.0% | Added |
| Clark Wealth Partners | 28 | $7.30K | 0.00% | +21+300.0% | Added |
| Howard Hughes Medical Institute | 28 | $7.30K | 0.00% | +28 | New |
| Riggs Asset Managment Co. Inc. | 28 | $7.30K | 0.00% | +28 | New |
| Carolina Wealth Advisors, LLC | 29 | $7.56K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 29 | $7.56K | 0.01% | +3+11.5% | Added |
| Sachetta, LLC | 30 | $7.83K | 0.00% | +11+57.9% | Added |
| Icon Advisers Inc | 30 | $7.83K | 0.00% | +30 | New |
| Fuller & Thaler Asset Management, Inc. | 30 | $7.83K | 0.00% | +30 | New |
| MTM Investment Management, LLC | 30 | $7.83K | 0.00% | +30 | New |
| Dunhill Financial, LLC | 30 | $7.83K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 31 | $8.09K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 31 | $8.09K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 32 | $8.35K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 35 | $9.13K | 0.00% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 36 | $9.39K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $9.39K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 37 | $9.65K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 38 | $9.91K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 38 | $9.91K | 0.00% | +32+533.3% | Added |
| Washington Trust Advisors, Inc. | 39 | $10.2K | 0.00% | −9−18.8% | Reduced |
| MV Capital Management, Inc. | 41 | $10.7K | 0.00% | +7+20.6% | Added |
| Westside Investment Management, Inc. | 42 | $11.1K | 0.00% | +42 | New |
| Wolff Wiese Magana LLC | 47 | $12.3K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 48 | $12.5K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 49 | $12.8K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 51 | $13.3K | 0.00% | 00.0% | Unchanged |
| Alerus Financial NA | 56 | $14.6K | 0.00% | +56 | New |
| McIlrath & Eck, LLC | 57 | $14.9K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 60 | $15.7K | 0.01% | +4+7.1% | Added |
| JFS Wealth Advisors, LLC | 66 | $17.2K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Investment Management (Europe) Ltd | 67 | $17.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 69 | $18.0K | 0.01% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 70 | $18.3K | 0.02% | −2−2.8% | Reduced |
| New England Capital Financial Advisors LLC | 71 | $18.5K | 0.01% | 00.0% | Unchanged |
| Rational Advisors LLC | 72 | $18.8K | 0.00% | +72 | New |
| NewSquare Capital LLC | 75 | $19.6K | 0.00% | +24+47.1% | Added |