| PrairieView Partners, LLC | 23 | $0 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 15 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 7 | $0 | 0.00% | −7−50.0% | Reduced |
| Coston, McIsaac & Partners | 8 | $0 | 0.00% | −19−70.4% | Reduced |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $43 | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1 | $43 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 1 | $43 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1 | $44 | 0.00% | +1 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 2 | $85 | 0.00% | +2 | New |
| Nemes Rush Group LLC | 2 | $87 | 0.00% | −6−75.0% | Reduced |
| Sound Income Strategies, LLC | 2 | $87 | 0.00% | −3−60.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Toronto Dominion Bank | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2 | $87 | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 2 | $87 | 0.00% | +2 | New |
| First Personal Financial Services | 2 | $98 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $130 | 0.00% | −2−40.0% | Reduced |
| Kelly Lawrence W & Associates Inc | 3 | $130 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 3 | $130 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 3 | $130 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 3 | $130 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3 | $130 | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $131 | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 4 | $173 | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 4 | $173 | 0.00% | +4 | New |
| Studio Investment Management LLC | 4 | $173 | 0.00% | +4 | New |
| Salomon & Ludwin, LLC | 5 | $217 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $217 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 5 | $217 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5 | $217 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $217 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5 | $217 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 5 | $217 | 0.00% | +5 | New |
| Winch Advisory Services, LLC | 6 | $260 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 6 | $260 | 0.00% | +6 | New |
| Moisand Fitzgerald Tamayo, LLC | 6 | $261 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 6 | $261 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 6 | $261 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $303 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 7 | $303 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 7 | $303 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $303 | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 7 | $303 | 0.00% | +7 | New |
| Triad Wealth Partners, LLC | 7 | $303 | 0.00% | +7 | New |
| Private Wealth Management Group, LLC | 7 | $304 | 0.00% | −135−95.1% | Reduced |
| IAG Wealth Partners, LLC | 7 | $304 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 7 | $304 | 0.00% | +7 | New |
| Strategic Investment Solutions, Inc. | 7 | $335 | 0.00% | +7 | New |
| Toth Financial Advisory Corp | 8 | $347 | 0.00% | +8 | New |
| Concord Wealth Partners | 9 | $390 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 9 | $390 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 9 | $391 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $433 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 10 | $434 | 0.00% | −34−77.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $476 | 0.00% | −133−92.4% | Reduced |
| NBT Bank N A | 11 | $477 | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 11 | $477 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 12 | $520 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 12 | $520 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 13 | $563 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 13 | $563 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 13 | $563 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 14 | $607 | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 14 | $607 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 14 | $607 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 14 | $607 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 15 | $650 | 0.00% | −8−34.8% | Reduced |
| Raleigh Capital Management Inc. | 15 | $650 | 0.00% | −5−25.0% | Reduced |
| Tompkins Financial Corp | 15 | $650 | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 15 | $651 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 15 | $651 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 16 | $693 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 16 | $694 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $704 | 0.00% | −8−33.3% | Reduced |
| Pinnacle Bancorp, Inc. | 17 | $737 | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 17 | $737 | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 18 | $780 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 18 | $780 | 0.00% | +18 | New |
| Tradewinds Capital Management, LLC | 19 | $824 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $824 | 0.00% | +2+11.8% | Added |
| Cornerstone Planning Group LLC | 19 | $826 | 0.00% | −15−44.1% | Reduced |
| First Horizon Advisors, Inc. | 20 | $866 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 20 | $866 | 0.00% | +19+1,900.0% | Added |
| First Command Advisory Services, Inc. | 20 | $867 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 20 | $867 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $867 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 21 | $910 | 0.00% | +3+16.7% | Added |
| Camelot Portfolios, LLC | 22 | $953 | 0.00% | +22 | New |
| Armstrong Advisory Group, Inc | 22 | $954 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Lowe Wealth Advisors, LLC | 24 | $1.04K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 24 | $1.04K | 0.00% | +24 | New |