| Hoover Financial Advisors, Inc. | 1 | $0 | 0.00% | −14−93.3% | Reduced |
| Providence Capital Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | – | $229 | 0.00% | – | New |
| Howe & Rusling Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 12 | $1.00K | 0.00% | +12 | New |
| TSFG, LLC | 10 | $1.00K | 0.00% | +10 | New |
| USA Financial Portformulas Corp | 16 | $2.00K | 0.00% | −27−62.8% | Reduced |
| Evoke Wealth, LLC | 19 | $2.00K | 0.00% | −3−13.6% | Reduced |
| ClariVest Asset Management LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hudock, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Standard Family Office LLC | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 17 | $2.00K | 0.05% | +17 | New |
| Trustcore Financial Services, LLC | 14 | $2.00K | 0.00% | +14 | New |
| Eagle Bay Advisors LLC | 13 | $2.00K | 0.00% | +13 | New |
| KB Financial Partners, LLC | 29 | $3.00K | 0.00% | −560−95.1% | Reduced |
| Atwood & Palmer Inc | 26 | $3.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 22 | $3.00K | 0.00% | 00.0% | Unchanged |
| Norway Savings Bank | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Joseph P. Lucia & Associates, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 30 | $3.00K | 0.00% | +30 | New |
| Centerpoint Advisors, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 35 | $4.00K | 0.00% | +14+66.7% | Added |
| Aua Capital Management, LLC | 36 | $4.00K | 0.00% | +23+176.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 38 | $4.00K | 0.00% | +38 | New |
| Security National Trust Co | 32 | $4.00K | 0.00% | +32 | New |
| Macroview Investment Management LLC | 35 | $4.00K | 0.01% | +35 | New |
| Lumature Wealth Partners, LLC | 37 | $4.00K | 0.00% | +37 | New |
| Raffa Wealth Management, LLC | 38 | $4.37K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 38 | $4.37K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 40 | $5.00K | 0.00% | −45−52.9% | Reduced |
| Versant Capital Management, Inc | 43 | $5.00K | 0.00% | −4−8.5% | Reduced |
| Strategic Blueprint, LLC | 46 | $5.00K | 0.00% | +46 | New |
| Arrow Financial Corp | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Resolute Partners Group | 48 | $6.00K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 53 | $6.00K | 0.00% | +36+211.8% | Added |
| CKW Financial Group | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 53 | $7.00K | 0.00% | +53 | New |
| Evolution Wealth Advisors, LLC | 66 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 70 | $8.00K | 0.00% | +70 | New |
| Bartlett & Co. Wealth Management LLC | 76 | $8.79K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 76 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 76 | $9.00K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 78 | $9.00K | 0.00% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 88 | $10.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 90 | $10.0K | 0.00% | +9+11.1% | Added |
| Lee Financial Co | 84 | $10.0K | 0.00% | +84 | New |
| Tarbox Family Office, Inc. | 94 | $11.0K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 96 | $11.0K | 0.00% | +65+209.7% | Added |
| Crescent Capital Consulting, LLC | 105 | $12.0K | 0.00% | +39+59.1% | Added |
| Accel Wealth Management | 107 | $12.0K | 0.01% | +88+463.2% | Added |
| Financial Perspectives, Inc | 105 | $12.1K | 0.01% | −11,911−99.1% | Reduced |
| Prestige Wealth Management Group LLC | 109 | $13.0K | 0.00% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 112 | $13.0K | 0.01% | −4−3.4% | Reduced |
| Carroll Financial Associates, Inc. | 125 | $14.0K | 0.00% | +8+6.8% | Added |
| Glassman Wealth Services | 130 | $15.0K | 0.00% | +64+97.0% | Added |
| Carolinas Wealth Consulting LLC | 130 | $15.0K | 0.00% | +110+550.0% | Added |
| Earnest Partners LLC | 137 | $16.0K | 0.00% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 143 | $16.0K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 150 | $17.0K | 0.01% | +150 | New |
| Toth Financial Advisory Corp | 156 | $18.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 153 | $18.0K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 182 | $21.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 200 | $23.0K | 0.03% | 00.0% | Unchanged |
| Denali Advisors LLC | 200 | $23.0K | 0.01% | −4,300−95.6% | Reduced |
| Clean Yield Group | 200 | $23.0K | 0.01% | +200 | New |
| Phoenix Wealth Advisors | 230 | $25.0K | 0.02% | 00.0% | Unchanged |
| Concord Wealth Partners | 226 | $26.0K | 0.01% | −35−13.4% | Reduced |
| Perkins Coie Trust Co | 225 | $26.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 235 | $27.0K | 0.00% | −8−3.3% | Reduced |
| Harvest Fund Management Co., Ltd | 259 | $30.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 258 | $30.0K | 0.01% | +11+4.5% | Added |
| TCI Wealth Advisors, Inc. | 269 | $31.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 266 | $31.0K | 0.01% | +104+64.2% | Added |
| Bradley & Co. Private Wealth Management, LLC | 274 | $32.0K | 0.03% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 289 | $33.0K | 0.01% | +4+1.4% | Added |
| Holloway Wealth Management, LLC | – | $34.0K | 0.01% | – | – |
| Capital Advisory Group Advisory Services, LLC | 300 | $34.0K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 300 | $34.0K | 0.02% | +221+279.7% | Added |
| FinTrust Capital Advisors, LLC | 301 | $35.0K | 0.01% | −72−19.3% | Reduced |
| First Horizon Corp | 307 | $35.0K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 327 | $38.0K | 0.02% | −35−9.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 335 | $39.0K | 0.01% | −12−3.5% | Reduced |
| Gemmer Asset Management LLC | 348 | $40.0K | 0.01% | 00.0% | Unchanged |
| Modus Advisors, LLC | 350 | $40.0K | 0.02% | +350 | New |
| Fieldpoint Private Securities, LLC | 354 | $41.0K | 0.01% | +30+9.3% | Added |
| Heritage Wealth Advisors | 359 | $41.3K | 0.00% | −1,327−78.7% | Reduced |
| Proequities, Inc. | 388 | $45.0K | 0.00% | −72−15.7% | Reduced |
| Whittier Trust Co | 394 | $45.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 390 | $45.0K | 0.00% | +107+37.8% | Added |
| Sterling Investment Advisors, Ltd. | 400 | $46.0K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 404 | $46.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 408 | $47.0K | 0.02% | 00.0% | Unchanged |
| Sandy Spring Bank | 407 | $47.0K | 0.00% | +32+8.5% | Added |
| Laurel Wealth Planning LLC | 426 | $49.0K | 0.04% | 00.0% | Unchanged |