| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | Unchanged |
| Founders Capital Management | 9 | $343 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 11 | $429 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 12 | $449 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 12 | $468 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 13 | $501 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 20 | $728 | 0.00% | +19+1,900.0% | Added |
| NVWM, LLC | 19 | $740 | 0.00% | +19 | New |
| Tfo-TDC, LLC | 23 | $896 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 25 | $967 | 0.00% | +25 | New |
| Northwest Capital Management Inc | 25 | $974 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 25 | $975 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 28 | $1.09K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 30 | $1.17K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 31 | $1.21K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 32 | $1.25K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 37 | $1.45K | 0.00% | −42−53.2% | Reduced |
| Archer Investment Corp | 40 | $1.56K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 40 | $1.56K | 0.00% | +18+81.8% | Added |
| Core Alternative Capital | 46 | $1.79K | 0.00% | −429−90.3% | Reduced |
| Evermay Wealth Management LLC | 47 | $1.83K | 0.00% | −11−19.0% | Reduced |
| Atlas Capital Advisors LLC | 53 | $2.06K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 53 | $2.07K | 0.00% | +24+82.8% | Added |
| Moisand Fitzgerald Tamayo, LLC | 57 | $2.22K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 99 | $3.00K | 0.00% | −5,530−98.2% | Reduced |
| Stone House Investment Management, LLC | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 77 | $3.00K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 78 | $3.04K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 81 | $3.16K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 95 | $3.31K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 92 | $3.59K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 96 | $3.74K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 105 | $4.11K | 0.00% | +1+1.0% | Added |
| Red Tortoise LLC | 106 | $4.13K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 111 | $4.33K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 112 | $4.37K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 112 | $4.37K | 0.00% | +6+5.7% | Added |
| LGT Financial Advisors LLC | 120 | $4.68K | 0.01% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 120 | $4.68K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 122 | $4.75K | 0.00% | +122 | New |
| Glass Jacobson Investment Advisors llc | 122 | $4.75K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 124 | $4.83K | 0.00% | +124 | New |
| Sandy Spring Bank | 128 | $4.99K | 0.00% | +36+39.1% | Added |
| Avion Wealth | 125 | $5.00K | 0.00% | +44+54.3% | Added |
| SJS Investment Consulting Inc. | 130 | $5.07K | 0.00% | −5−3.7% | Reduced |
| Motco | 133 | $5.18K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 148 | $5.77K | 0.00% | −3−2.0% | Reduced |
| First PREMIER Bank | 158 | $6.00K | 0.00% | +158 | New |
| Plante Moran Financial Advisors, LLC | 157 | $6.12K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 160 | $6.24K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 174 | $6.76K | 0.00% | +174 | New |
| Carolinas Wealth Consulting LLC | 174 | $6.78K | 0.00% | +39+28.9% | Added |
| Cranbrook Wealth Management, LLC | 177 | $6.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 173 | $7.00K | 0.00% | −224−56.4% | Reduced |
| Westside Investment Management, Inc. | 183 | $7.13K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 185 | $7.21K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 186 | $7.26K | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 189 | $7.37K | 0.00% | +189 | New |
| Stuart Chaussee & Associates, Inc. | 191 | $7.44K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 200 | $7.79K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $7.79K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 200 | $7.79K | 0.00% | +32+19.0% | Added |
| LRI Investments, LLC | 200 | $7.79K | 0.00% | +200 | New |
| Gen-Wealth Partners Inc | 201 | $7.83K | 0.00% | +201 | New |
| First United Bank Trust | 212 | $8.26K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 214 | $8.34K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 215 | $8.38K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 215 | $8.38K | 0.00% | +215 | New |
| Oliver Lagore Vanvalin Investment Group | 226 | $8.82K | 0.00% | +2+0.9% | Added |
| Coston, McIsaac & Partners | 250 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 242 | $9.43K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 244 | $9.51K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 244 | $9.51K | 0.01% | +177+264.2% | Added |
| Annapolis Financial Services, LLC | 252 | $9.82K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 271 | $10.6K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 274 | $10.7K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 277 | $10.8K | 0.00% | +29+11.7% | Added |
| Arlington Trust Co LLC | 306 | $11.9K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 317 | $12.4K | 0.00% | −150−32.1% | Reduced |
| Aspect Partners, LLC | 329 | $12.8K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 331 | $12.9K | 0.00% | +331 | New |
| First Command Advisory Services, Inc. | 353 | $13.0K | 0.00% | +280+383.6% | Added |
| Capital Advisors, Ltd. LLC | 367 | $14.0K | 0.00% | +53+16.9% | Added |
| Brown, Lisle/Cummings, Inc. | 365 | $14.2K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 368 | $14.3K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 390 | $15.2K | 0.01% | −41−9.5% | Reduced |
| Rakuten Securities, Inc. | 391 | $15.2K | 0.01% | +8+2.1% | Added |
| Birchbrook, Inc. | 400 | $15.6K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 405 | $15.8K | 0.00% | −56−12.1% | Reduced |
| DiNuzzo Private Wealth, Inc. | 409 | $15.9K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 422 | $16.4K | 0.00% | +282+201.4% | Added |
| Guardian Wealth Management, Inc. | 441 | $17.2K | 0.01% | +2+0.5% | Added |
| Northwest Investment Counselors, LLC | 465 | $18.1K | 0.00% | +465 | New |
| GW&K Investment Management, LLC | 476 | $19.0K | 0.00% | −18−3.6% | Reduced |
| Concord Wealth Partners | 500 | $19.5K | 0.00% | −137−21.5% | Reduced |
| Cypress Capital Management LLC (WY) | 500 | $19.5K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 510 | $19.9K | 0.00% | +310+155.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 510 | $19.9K | 0.07% | +510 | New |
| Old Point Trust & Financial Services N A | 519 | $20.2K | 0.01% | +250+92.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 525 | $20.5K | 0.01% | 00.0% | Unchanged |