| Founders Capital Management | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1 | $22 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 4 | $148 | 0.00% | +4 | New |
| Grey Fox Wealth Advisors, LLC | 16 | $526 | 0.00% | +16 | New |
| True Wealth Design, LLC | 22 | $724 | 0.00% | +22 | New |
| Trifecta Capital Advisors, LLC | 28 | $921 | 0.00% | +28 | New |
| Laurel Wealth Advisors LLC | 29 | $955 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | −42−72.4% | Reduced |
| Piscataqua Savings Bank | 31 | $1.02K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 55 | $1.81K | 0.00% | +15+37.5% | Added |
| Moisand Fitzgerald Tamayo, LLC | 57 | $1.88K | 0.00% | −467−89.1% | Reduced |
| TFC Financial Management | 57 | $1.88K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 58 | $1.91K | 0.00% | +29+100.0% | Added |
| James Investment Research Inc | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 66 | $2.00K | 0.00% | +66 | New |
| Key Financial Inc | 77 | $2.21K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 74 | $2.42K | 0.00% | +74 | New |
| Johnson Financial Group, Inc. | 89 | $2.93K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 97 | $3.00K | 0.01% | −5,456−98.3% | Reduced |
| Sierra Capital LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 106 | $3.49K | 0.00% | +106 | New |
| Coppell Advisory Solutions Corp. | 106 | $3.49K | 0.00% | +106 | New |
| IMA Wealth, Inc. | 111 | $3.64K | 0.00% | +2+1.8% | Added |
| Aua Capital Management, LLC | 111 | $3.65K | 0.00% | +18+19.4% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 130 | $4.00K | 0.04% | −130−50.0% | Reduced |
| Resources Management Corp | 119 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 137 | $4.51K | 0.00% | +72+110.8% | Added |
| Colonial Trust Advisors | 144 | $4.74K | 0.00% | +144 | New |
| Quent Capital, LLC | 145 | $4.77K | 0.00% | +145 | New |
| Cambridge Trust Co | 157 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 153 | $5.00K | 0.00% | +58+61.1% | Added |
| Plante Moran Financial Advisors, LLC | 157 | $5.17K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 158 | $5.20K | 0.00% | +55+53.4% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 162 | $5.33K | 0.00% | +28+20.9% | Added |
| Glass Jacobson Investment Advisors llc | 162 | $5.33K | 0.00% | +162 | New |
| Creative Financial Designs Inc | 165 | $5.43K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 166 | $5.46K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 175 | $5.76K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 175 | $5.76K | 0.01% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 181 | $5.97K | 0.00% | +2+1.1% | Added |
| Bangor Savings Bank | 185 | $6.00K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 183 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 174 | $6.00K | 0.00% | +2+1.2% | Added |
| Eukles Asset Management | 180 | $6.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 188 | $6.18K | 0.00% | +32+20.5% | Added |
| Stuart Chaussee & Associates, Inc. | 191 | $6.28K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 192 | $6.32K | 0.00% | +192 | New |
| Castleview Partners, LLC | 198 | $6.53K | 0.01% | +198 | New |
| Tortoise Investment Management, LLC | 200 | $6.58K | 0.00% | −7,275−97.3% | Reduced |
| Washington Trust Co | 200 | $6.58K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $6.58K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 206 | $6.78K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 211 | $6.96K | 0.00% | +2+1.0% | Added |
| Missouri Trust & Investment Co | 200 | $7.00K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 215 | $7.07K | 0.00% | +215 | New |
| Tradewinds Capital Management, LLC | 225 | $7.40K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 234 | $7.70K | 0.00% | −258−52.4% | Reduced |
| KB Financial Partners, LLC | 252 | $8.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 250 | $8.00K | 0.00% | +250 | New |
| Truvestments Capital LLC | 249 | $8.19K | 0.00% | +138+124.3% | Added |
| Stonebridge Capital Advisors LLC | 250 | $8.22K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 252 | $8.29K | 0.00% | −1,240−83.1% | Reduced |
| Red Tortoise LLC | 271 | $8.92K | 0.01% | +271 | New |
| Baker Avenue Asset Management, LP | 276 | $9.08K | 0.00% | +276 | New |
| Bell Investment Advisors, Inc | 277 | $9.11K | 0.00% | +46+19.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 279 | $9.18K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 283 | $9.31K | 0.01% | +283 | New |
| Arlington Partners LLC | 306 | $10.1K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 320 | $10.5K | 0.00% | +320 | New |
| Ossiam | 342 | $11.3K | 0.00% | −30,027−98.9% | Reduced |
| My Personal CFO, LLC | 359 | $11.8K | 0.01% | +359 | New |
| Independence Bank of Kentucky | 350 | $12.0K | 0.01% | −360−50.7% | Reduced |
| Old Second National Bank of Aurora | 368 | $12.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 397 | $13.0K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 400 | $13.2K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 400 | $13.2K | 0.02% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 400 | $13.2K | 0.02% | 00.0% | Unchanged |
| Schubert & Co | 420 | $13.8K | 0.01% | +156+59.1% | Added |
| Clearstead Advisors, LLC | 422 | $13.9K | 0.00% | −609−59.1% | Reduced |
| Riverview Trust Co | 411 | $14.0K | 0.01% | −585−58.7% | Reduced |
| HHM Wealth Advisors, LLC | 431 | $14.2K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 478 | $16.0K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 490 | $16.1K | 0.01% | +12+2.5% | Added |
| Prestige Wealth Management Group LLC | 496 | $16.3K | 0.00% | +130+35.5% | Added |
| Cypress Capital Management LLC (WY) | 500 | $16.4K | 0.02% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 500 | $16.4K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 500 | $16.4K | 0.01% | +500 | New |
| Jefferies Financial Group Inc. | 500 | $16.5K | 0.00% | +500 | New |
| Trust Co of Vermont | 506 | $16.6K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 525 | $17.3K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 529 | $17.4K | 0.00% | −5−0.9% | Reduced |
| Aspire Private Capital, LLC | 531 | $17.5K | 0.01% | −41−7.2% | Reduced |
| Cranbrook Wealth Management, LLC | 532 | $17.5K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 541 | $18.0K | 0.01% | +7+1.3% | Added |
| Fortis Capital Advisors, LLC | 570 | $18.8K | 0.01% | +570 | New |
| Retirement Group, LLC | 585 | $19.0K | 0.01% | +200+51.9% | Added |
| Sutton Wealth Advisors Inc. | 592 | $19.5K | 0.01% | +184+45.1% | Added |
| Guardian Wealth Management, Inc. | 596 | $19.6K | 0.02% | +4+0.7% | Added |
| Gould Capital, LLC | 600 | $19.7K | 0.02% | 00.0% | Unchanged |