| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Summit Wealth Group, LLC | 57,239 | $0 | 0.00% | +57,239 | New |
| Tucker Asset Management LLC | 1 | $123 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 4 | $492 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $737 | 0.00% | – | – |
| Sofos Investments, Inc. | 123 | $751 | 0.03% | +26+26.8% | Added |
| Baldrige Asset Management LLC | 11 | $1.00K | 0.00% | +11 | New |
| Tfo-TDC, LLC | 9 | $1.10K | 0.00% | −89−90.8% | Reduced |
| USA Financial Portformulas Corp | 9 | $1.10K | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $1.23K | 0.00% | +10 | New |
| Morton Brown Family Wealth, LLC | 14 | $1.72K | 0.00% | +14 | New |
| Koesten, Hirschmann & Crabtree, INC. | 14 | $1.72K | 0.00% | +14 | New |
| GW&K Investment Management, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Global Financial Private Client, LLC | 17 | $2.08K | 0.00% | −61−78.2% | Reduced |
| Albion Financial Group | 19 | $2.33K | 0.00% | −16−45.7% | Reduced |
| Kozak & Associates, Inc. | 20 | $2.46K | 0.00% | −52−72.2% | Reduced |
| Arcadia Investment Advisors LLC | 20 | $2.46K | 0.00% | 00.0% | Unchanged |
| Pinnacle Financial Partners Inc | 22 | $2.70K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 22 | $2.70K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 28 | $3.16K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 40 | $3.19K | 0.00% | −4,174−99.1% | Reduced |
| Richard W. Paul & Associates, LLC | 26 | $3.19K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 27 | $3.32K | 0.00% | +1+3.8% | Added |
| Princeton Global Asset Management LLC | 29 | $3.56K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 30 | $3.69K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 31 | $3.81K | 0.00% | +31 | New |
| PayPay Securities Corp | 32 | $3.93K | 0.26% | −19−37.3% | Reduced |
| Davidson Capital Management Inc. | 35 | $4.30K | 0.00% | +3+9.4% | Added |
| Winch Advisory Services, LLC | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 45 | $5.53K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 48 | $5.92K | 0.00% | +35+269.2% | Added |
| Piscataqua Savings Bank | 53 | $6.51K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 58 | $7.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 57 | $7.00K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 58 | $7.12K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 62 | $7.62K | 0.00% | +3+5.1% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 64 | $7.86K | 0.00% | +6+10.3% | Added |
| Stone House Investment Management, LLC | 65 | $7.98K | 0.00% | +65 | New |
| MCF Advisors LLC | 68 | $8.35K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 69 | $8.48K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 70 | $8.60K | 0.00% | +9+14.8% | Added |
| Belmont Capital, LLC | 72 | $8.84K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $9.21K | 0.01% | 00.0% | Unchanged |
| Investors Research Corp | 80 | $9.83K | 0.00% | −1−1.2% | Reduced |
| ClariVest Asset Management LLC | 91 | $10.0K | 0.00% | −2−2.2% | Reduced |
| Baldwin Brothers Inc | 89 | $10.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 89 | $10.9K | 0.00% | +16+21.9% | Added |
| TD Ameritrade Investment Management, LLC | 92 | $11.0K | 0.00% | −50−35.2% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 91 | $11.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 96 | $11.8K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 98 | $12.0K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 100 | $12.3K | 0.00% | −4,967−98.0% | Reduced |
| PSI Advisors, LLC | 100 | $12.3K | 0.01% | 00.0% | Unchanged |
| M&R Capital Management Inc | 100 | $12.3K | 0.00% | +100 | New |
| True Wealth Design, LLC | 109 | $13.4K | 0.01% | +98+890.9% | Added |
| Caldwell Sutter Capital, Inc. | 112 | $13.8K | 0.01% | +112 | New |
| Avion Wealth | 144 | $14.0K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 91 | $14.0K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 115 | $14.1K | 3.84% | +2+1.8% | Added |
| Fairfield Financial Advisors, LTD | 116 | $14.2K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 119 | $14.6K | 0.01% | +16+15.5% | Added |
| First Personal Financial Services | 126 | $15.5K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 127 | $15.6K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 138 | $17.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 146 | $17.9K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 148 | $18.2K | 0.00% | −363−71.0% | Reduced |
| Piershale Financial Group, Inc. | 150 | $18.4K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 150 | $18.4K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 150 | $18.4K | 0.01% | +150 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 152 | $18.7K | 0.00% | +121+390.3% | Added |
| Alapocas Investment Partners, Inc. | 155 | $19.0K | 0.02% | +155 | New |
| Financial Avengers, Inc. | 158 | $19.4K | 0.01% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 177 | $20.0K | 0.01% | −10−5.3% | Reduced |
| Chesapeake Asset Management LLC | 166 | $20.5K | 0.02% | +166 | New |
| RFP Financial Group LLC | 170 | $20.9K | 0.02% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 174 | $21.4K | 0.01% | −4−2.2% | Reduced |
| Gleason Group, Inc. | 179 | $22.0K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 178 | $22.0K | 0.01% | 00.0% | Unchanged |
| Accel Wealth Management | 184 | $22.6K | 0.01% | 00.0% | Unchanged |
| Schubert & Co | 184 | $22.6K | 0.02% | +8+4.5% | Added |
| Center for Financial Planning, Inc. | 189 | $23.2K | 0.01% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 200 | $25.0K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 204 | $25.1K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 212 | $26.0K | 0.02% | +200+1,666.7% | Added |
| Chelsea Counsel Co | 225 | $27.6K | 0.01% | +225 | New |
| Vigilant Capital Management, LLC | 225 | $28.0K | 0.00% | −700−75.7% | Reduced |
| Gables Capital Management Inc. | 230 | $28.3K | 0.02% | +27+13.3% | Added |
| Steward Financial Group LLC | 252 | $30.0K | 0.01% | +160+173.9% | Added |
| Financial Freedom, LLC | 250 | $30.7K | 0.02% | −11−4.2% | Reduced |
| China Universal Asset Management Co., Ltd. | 256 | $31.4K | 0.01% | +256 | New |
| North Star Investment Management Corp. | 260 | $32.0K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 262 | $32.2K | 0.01% | +262 | New |
| JFS Wealth Advisors, LLC | 270 | $33.2K | 0.00% | +27+11.1% | Added |
| HHM Wealth Advisors, LLC | 275 | $33.8K | 0.01% | −84−23.4% | Reduced |
| Hoese & Co LLP | 301 | $35.0K | 0.04% | 00.0% | Unchanged |
| Key Financial Inc | 299 | $36.7K | 0.01% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 300 | $36.8K | 0.01% | 00.0% | Unchanged |