| CKW Financial Group | 1 | $0 | 0.00% | +1 | New |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Darwin Advisors, LLC | 0 | $2 | 0.00% | 0 | New |
| Cordant, Inc. | 0 | $121 | 0.00% | 0 | New |
| Downshift Financial, LLC | 1 | $295 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $296 | 0.00% | +1 | New |
| PEAK6 LLC | 2 | $565 | 0.00% | −4,558−100.0% | Reduced |
| Trust Co | 2 | $590 | 0.00% | 00.0% | Unchanged |
| Motco | 2 | $590 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $590 | 0.00% | +2 | New |
| Morton Brown Family Wealth, LLC | 2 | $590 | 0.00% | +2 | New |
| Mosley Wealth Management | 2 | $590 | 0.00% | +2 | New |
| Millstone Evans Group, LLC | 2 | $590 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $591 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 2 | $591 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 2 | $591 | 0.00% | +2 | New |
| Marquette Asset Management, LLC | 2 | $591 | 0.00% | +2 | New |
| Spectrum Wealth Advisory Group, LLC | 2 | $592 | 0.00% | +2 | New |
| Hickory Point Bank & Trust | 3 | $885 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 3 | $885 | 0.00% | +3 | New |
| Operose Advisors LLC | 3 | $885 | 0.00% | +3 | New |
| Quaker Wealth Management, LLC | 3 | $886 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $886 | 0.00% | +2+200.0% | Added |
| SWAN Capital LLC | 3 | $887 | 0.00% | +3 | New |
| Pin Oak Investment Advisors Inc | 2 | $1.00K | 0.00% | +2 | New |
| NBT Bank N A | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 4 | $1.18K | 0.00% | +4 | New |
| Kingdom Financial Group LLC. | 4 | $1.18K | 0.00% | +4 | New |
| Brown, Lisle/Cummings, Inc. | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 5 | $1.48K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 5 | $1.48K | 0.00% | +5 | New |
| JNBA Financial Advisors | 5 | $1.48K | 0.00% | +5 | New |
| CNB Bank | 6 | $1.77K | 0.00% | −2−25.0% | Reduced |
| Allied Private Wealth LLC | 7 | $2.01K | 0.00% | +7 | New |
| Triumph Capital Management | 7 | $2.06K | 0.00% | +1+16.7% | Added |
| Principia Wealth Advisory, LLC | 7 | $2.06K | 0.00% | +1+16.7% | Added |
| Country Trust Bank | 7 | $2.06K | 0.00% | +7 | New |
| WestEnd Advisors, LLC | 7 | $2.06K | 0.00% | +7 | New |
| Addison Advisors LLC | 7 | $2.07K | 0.00% | −37−84.1% | Reduced |
| Evolution Wealth Management Inc. | 8 | $2.36K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 8 | $2.36K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 8 | $2.36K | 0.00% | 00.0% | Unchanged |
| Wall Street Access Asset Management, LLC | 8 | $2.36K | 0.00% | +8 | New |
| Golden State Equity Partners | 9 | $2.65K | 0.01% | −1,088−99.2% | Reduced |
| Clark Wealth Partners | 9 | $2.66K | 0.00% | −4−30.8% | Reduced |
| HFM Investment Advisors, LLC | 9 | $2.66K | 0.00% | +6+200.0% | Added |
| Minot DeBlois Advisors LLC | 10 | $2.95K | 0.00% | −5−33.3% | Reduced |
| Bare Financial Services, Inc | 10 | $2.95K | 0.00% | +5+100.0% | Added |
| Moisand Fitzgerald Tamayo, LLC | 10 | $2.95K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 10 | $2.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $3.00K | 0.00% | −3−21.4% | Reduced |
| Penserra Capital Management LLC | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 10 | $3.03K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 11 | $3.25K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 11 | $3.25K | 0.00% | +1+10.0% | Added |
| Harborfront Financial Group LLC | 11 | $3.25K | 0.01% | +11 | New |
| Dogwood Wealth Management LLC | 12 | $3.54K | 0.00% | −7−36.8% | Reduced |
| Creative Capital Management Investments LLC | 12 | $3.54K | 0.00% | +12 | New |
| Highline Wealth Partners LLC | 13 | $3.85K | 0.00% | +3+30.0% | Added |
| Quest 10 Wealth Builders, Inc. | 14 | $4.13K | 0.00% | −1−6.7% | Reduced |
| High Note Wealth, LLC | 14 | $4.13K | 0.00% | +8+133.3% | Added |
| Y.D. More Investments Ltd | 4,728 | $4.68K | 0.00% | +222+4.9% | Added |
| First United Bank Trust | 16 | $4.72K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18 | $5.31K | 0.00% | −6−25.0% | Reduced |
| Financial Management Professionals, Inc. | 18 | $5.31K | 0.00% | +1+5.9% | Added |
| Continuum Advisory, LLC | 19 | $5.61K | 0.00% | +19 | New |
| Prestige Wealth Management Group LLC | 19 | $5.61K | 0.00% | −12−38.7% | Reduced |
| Hughes Financial Services, LLC | 20 | $5.90K | 0.00% | +10+100.0% | Added |
| Kilter Group LLC | 20 | $5.90K | 0.00% | −5−20.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 20 | $5.93K | 0.00% | +6+42.9% | Added |
| Prosperity Bancshares Inc | 22 | $6.49K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 22 | $6.49K | 0.00% | +5+29.4% | Added |
| Compass Financial Management LLC | 22 | $6.49K | 0.00% | +22 | New |
| Horizon Financial Services, LLC | 23 | $6.79K | 0.00% | −11−32.4% | Reduced |
| Bell Investment Advisors, Inc | 23 | $6.79K | 0.00% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 23 | $6.79K | 0.00% | +23 | New |
| Cornerstone Planning Group LLC | 25 | $6.95K | 0.00% | −9−26.5% | Reduced |
| Bangor Savings Bank | 24 | $7.08K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 24 | $7.08K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 25 | $7.38K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 26 | $7.67K | 0.00% | −21,523−99.9% | Reduced |
| Ares Financial Consulting, LLC | 26 | $7.67K | 0.01% | 00.0% | Unchanged |
| Joseph Group Capital Management | 28 | $8.26K | 0.00% | +28 | New |
| Carolina Wealth Advisors, LLC | 29 | $8.55K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 29 | $8.55K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 29 | $8.57K | 0.00% | +28+2,800.0% | Added |
| Clear Street Markets LLC | 30 | $8.85K | 0.00% | −12−28.6% | Reduced |
| Morse Asset Management, Inc | 30 | $8.85K | 0.00% | −6−16.7% | Reduced |
| MTM Investment Management, LLC | 30 | $8.85K | 0.00% | 00.0% | Unchanged |
| Icon Advisers Inc | 30 | $8.85K | 0.00% | +30 | New |
| Avion Wealth | 31 | $9.00K | 0.00% | +2+6.9% | Added |
| Raffa Wealth Management, LLC | 31 | $9.14K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 31 | $9.14K | 0.01% | +31 | New |
| DT Investment Partners, LLC | 31 | $9.15K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 31 | $9.30K | 0.00% | +2+6.9% | Added |
| Grove Bank & Trust | 32 | $9.44K | 0.00% | 00.0% | Unchanged |