| Caldwell Trust Co | 59 | $3.12K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 66 | $3.00K | 0.00% | +35+112.9% | Added |
| Bell Investment Advisors, Inc | 55 | $2.91K | 0.00% | +22+66.7% | Added |
| Trust Co of Vermont | 53 | $2.81K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 51 | $2.70K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 50 | $2.65K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 49 | $2.59K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $2.59K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 47 | $2.49K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 47 | $2.49K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 47 | $2.49K | 0.00% | +47 | New |
| Atlantic Edge Private Wealth Management, LLC | 46 | $2.44K | 0.00% | +46 | New |
| Coppell Advisory Solutions LLC | 46 | $2.43K | 0.00% | −3−6.1% | Reduced |
| Harbour Investments, Inc. | 46 | $2.43K | 0.00% | +22+91.7% | Added |
| Pineridge Advisors LLC | 46 | $2.43K | 0.00% | +46 | New |
| West Branch Capital LLC | 45 | $2.38K | 0.00% | −5−10.0% | Reduced |
| Proequities, Inc. | 45 | $2.38K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 44 | $2.33K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 43 | $2.28K | 0.00% | −24−35.8% | Reduced |
| HHM Wealth Advisors, LLC | 40 | $2.12K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 38 | $2.01K | 0.00% | −10−20.8% | Reduced |
| Beacon Capital Management, LLC | 41 | $2.01K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 36 | $1.91K | 0.00% | −2−5.3% | Reduced |
| TCTC Holdings, LLC | 36 | $1.91K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 34 | $1.80K | 0.00% | −13−27.7% | Reduced |
| Bruce G. Allen Investments, LLC | 34 | $1.80K | 0.00% | +34 | New |
| Farmers & Merchants Investments Inc | 33 | $1.75K | 0.00% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 33 | $1.75K | 0.00% | +33 | New |
| McIlrath & Eck, LLC | 30 | $1.59K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 27 | $1.43K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 27 | $1.43K | 0.00% | +8+42.1% | Added |
| Insight Financial Services | 25 | $1.32K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 24 | $1.27K | 0.00% | +24 | New |
| MV Capital Management, Inc. | 23 | $1.22K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 22 | $1.17K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 22 | $1.16K | 0.00% | +1+4.8% | Added |
| Sachetta, LLC | 21 | $1.11K | 0.00% | +21 | New |
| Strategic Investment Solutions, Inc. | 21 | $1.11K | 0.00% | −731−97.2% | Reduced |
| SJS Investment Consulting Inc. | 20 | $1.06K | 0.00% | −2−9.1% | Reduced |
| First Command Advisory Services, Inc. | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 19 | $1.01K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 19 | $1.01K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 19 | $1.01K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $1.00K | 0.00% | −4−17.4% | Reduced |
| Centerpoint Advisors, LLC | 14 | $1.00K | 0.00% | −32−69.6% | Reduced |
| Hazlett, Burt & Watson, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 18 | $953 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $953 | 0.00% | +18 | New |
| Pinnacle Bancorp, Inc. | 17 | $900 | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 17 | $900 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 17 | $900 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 17 | $900 | 0.00% | +17 | New |
| Aspire Private Capital, LLC | 17 | $899 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 18 | $881 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 16 | $847 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 16 | $847 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 15 | $794 | 0.00% | −3−16.7% | Reduced |
| Tompkins Financial Corp | 15 | $794 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 14 | $741 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 14 | $741 | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 14 | $741 | 0.00% | +14 | New |
| Ancora Advisors, LLC | 13 | $688 | 0.00% | −1−7.1% | Reduced |
| Stone House Investment Management, LLC | 12 | $635 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 12 | $635 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 11 | $582 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 11 | $582 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 11 | $582 | 0.00% | +11 | New |
| Glen Eagle Advisors, LLC | 10 | $529 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 10 | $529 | 0.00% | +9+900.0% | Added |
| Addison Advisors LLC | 9 | $477 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 9 | $476 | 0.00% | −5−35.7% | Reduced |
| CGC Financial Services, LLC | 9 | $476 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8 | $424 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 8 | $423 | 0.00% | +8 | New |
| Northwest Financial Advisors | 8 | $423 | 0.00% | +8 | New |
| IAG Wealth Partners, LLC | 7 | $371 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $370 | 0.00% | −6−46.2% | Reduced |
| Tortoise Investment Management, LLC | 7 | $370 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 7 | $370 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $370 | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 7 | $370 | 0.00% | +7 | New |
| Moisand Fitzgerald Tamayo, LLC | 6 | $318 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $318 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 6 | $318 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 6 | $318 | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 6 | $318 | 0.00% | +6 | New |
| Plante Moran Financial Advisors, LLC | 5 | $265 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5 | $265 | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 5 | $265 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $265 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 5 | $265 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5 | $265 | 0.00% | 00.0% | Unchanged |