| Retirement Wealth Solutions LLC | 1 | $18 | 0.00% | +1 | New |
| JFS Wealth Advisors, LLC | 2 | $57 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3 | $84 | 0.00% | +3 | New |
| TFC Financial Management | 4 | $113 | 0.00% | −7−63.6% | Reduced |
| Chesapeake Asset Management LLC | 5 | $140 | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 6 | $196 | 0.02% | −6,838−99.9% | Reduced |
| Aspect Partners, LLC | 8 | $225 | 0.00% | −5−38.5% | Reduced |
| Park Place Capital Corp | 10 | $282 | 0.00% | −1,217−99.2% | Reduced |
| Christopher J. Hasenberg, Inc | 12 | $338 | 0.00% | +12 | New |
| Winnow Wealth LLC | 13 | $357 | 0.00% | +13 | New |
| Principia Wealth Advisory, LLC | 16 | $450 | 0.00% | +16 | New |
| Horizon Financial Services, LLC | 17 | $479 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 18 | $507 | 0.00% | −176−90.7% | Reduced |
| West Paces Advisors Inc. | 18 | $507 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 18 | $507 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 20 | $563 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $563 | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 21 | $591 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 26 | $732 | 0.00% | +26 | New |
| Redwood Park Advisors LLC | 28 | $789 | 0.00% | +28 | New |
| Cassady Schiller Wealth Management, LLC | 29 | $816 | 0.00% | +29 | New |
| Menard Financial Group LLC | 33 | $929 | 0.00% | +33 | New |
| Albion Financial Group | 36 | $1.01K | 0.00% | +36 | New |
| Clark Wealth Partners | 37 | $1.04K | 0.00% | +37 | New |
| Innovative Advisory Group, LLC | 40 | $1.13K | 0.00% | +40 | New |
| Cornerstone Planning Group LLC | 40 | $1.23K | 0.00% | +22+122.2% | Added |
| Atlas Capital Advisors LLC | 45 | $1.27K | 0.00% | 00.0% | Unchanged |
| Human Investing LLC | 45 | $1.27K | 0.00% | +45 | New |
| Jackson, Grant Investment Advisers, Inc. | 47 | $1.32K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 48 | $1.35K | 0.00% | −147−75.4% | Reduced |
| Beacon Capital Management, LLC | 50 | $1.42K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 52 | $1.46K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 56 | $1.58K | 0.00% | −375−87.0% | Reduced |
| Country Trust Bank | 57 | $1.60K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 61 | $1.72K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 65 | $1.84K | 0.00% | +56+622.2% | Added |
| WPG Advisers, LLC | 79 | $2.22K | 0.00% | +79 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 85 | $2.39K | 0.00% | −1−1.2% | Reduced |
| NewSquare Capital LLC | 88 | $2.48K | 0.00% | +88 | New |
| Quent Capital, LLC | 89 | $2.50K | 0.00% | −1,273−93.5% | Reduced |
| Key Financial Inc | 91 | $2.56K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 92 | $2.59K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 99 | $2.80K | 0.00% | −31−23.8% | Reduced |
| SJS Investment Consulting Inc. | 100 | $2.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 106 | $2.98K | 0.00% | −54−33.8% | Reduced |
| Sachetta, LLC | 108 | $3.04K | 0.00% | −122−53.0% | Reduced |
| Carolinas Wealth Consulting LLC | 122 | $3.44K | 0.00% | −114−48.3% | Reduced |
| Measured Risk Portfolios, Inc. | 130 | $3.66K | 0.00% | +130 | New |
| HHM Wealth Advisors, LLC | 133 | $3.74K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 133 | $3.74K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 133 | $3.74K | 0.00% | +133 | New |
| MV Capital Management, Inc. | 140 | $3.94K | 0.00% | −111−44.2% | Reduced |
| Wolff Wiese Magana LLC | 142 | $4.00K | 0.00% | −11,767−98.8% | Reduced |
| Hemington Wealth Management | 158 | $4.00K | 0.00% | −11−6.5% | Reduced |
| Pin Oak Investment Advisors Inc | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 144 | $4.05K | 0.00% | +144 | New |
| Caldwell Sutter Capital, Inc. | 151 | $4.25K | 0.00% | +26+20.8% | Added |
| Dunhill Financial, LLC | 153 | $4.31K | 0.00% | +38+33.0% | Added |
| Crowley Wealth Management, Inc. | 160 | $4.50K | 0.00% | +160 | New |
| Moisand Fitzgerald Tamayo, LLC | 174 | $4.90K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 178 | $5.01K | 0.00% | +65+57.5% | Added |
| Global Financial Private Client, LLC | 184 | $5.18K | 0.00% | −34−15.6% | Reduced |
| Eagle Bay Advisors LLC | 184 | $5.18K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 191 | $5.38K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 212 | $5.96K | 0.00% | +2+1.0% | Added |
| Hazlett, Burt & Watson, Inc. | 200 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 225 | $6.36K | 0.01% | +225 | New |
| Painted Porch Advisors LLC | 229 | $6.45K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 233 | $6.56K | 0.01% | −267−53.4% | Reduced |
| Salomon & Ludwin, LLC | 236 | $6.64K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 239 | $6.73K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 239 | $6.73K | 0.00% | +15+6.7% | Added |
| LRI Investments, LLC | 244 | $6.87K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 249 | $7.01K | 0.00% | +249 | New |
| ORG Partners LLC | 250 | $7.04K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 250 | $7.04K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 237 | $7.05K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 261 | $7.35K | 0.00% | +261 | New |
| Raleigh Capital Management Inc. | 262 | $7.38K | 0.00% | −89−25.4% | Reduced |
| Golden State Wealth Management, LLC | 262 | $7.38K | 0.00% | +262 | New |
| City Holding Co | 270 | $7.60K | 0.00% | +270 | New |
| CVA Family Office, LLC | 281 | $7.91K | 0.00% | +281 | New |
| Tucker Asset Management LLC | 292 | $8.22K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 300 | $8.45K | 0.00% | −36−10.7% | Reduced |
| St Germain D J Co Inc | 300 | $8.45K | 0.00% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 302 | $8.50K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 320 | $9.01K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 320 | $9.01K | 0.00% | +320 | New |
| Northwest Bank & Trust Co | 281 | $9.06K | 0.01% | 00.0% | Unchanged |
| Coastline Trust Co | 325 | $9.15K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 340 | $9.56K | 0.01% | 00.0% | Unchanged |
| Putney Financial Group LLC | 352 | $9.91K | 0.01% | +352 | New |
| Global Wealth Strategies & Associates | 357 | $10.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 388 | $10.9K | 0.01% | +2+0.5% | Added |
| Bogart Wealth, LLC | 390 | $11.0K | 0.00% | +1+0.3% | Added |
| Capital Advisors, Ltd. LLC | 381 | $11.0K | 0.00% | −184−32.6% | Reduced |
| Armstrong Advisory Group, Inc | 400 | $11.3K | 0.00% | −400−50.0% | Reduced |
| Plato Investment Management Ltd | 400 | $11.3K | 0.00% | 00.0% | Unchanged |