| Ogorek Anthony Joseph | 18 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 8 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 1 | $53 | 0.00% | +1 | New |
| Brown, Lisle/Cummings, Inc. | 2 | $106 | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 2 | $106 | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 2 | $106 | 0.00% | +2 | New |
| Center for Financial Planning, Inc. | 2 | $107 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 3 | $142 | 0.00% | 00.0% | Unchanged |
| Security National Bank | 3 | $159 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 3 | $159 | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 3 | $159 | 0.00% | +3 | New |
| MCF Advisors LLC | 3 | $160 | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 4 | $212 | 0.00% | −13−76.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 4 | $212 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 4 | $212 | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 4 | $212 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 4 | $212 | 0.00% | 00.0% | Unchanged |
| Horizon Financial Services, LLC | 4 | $212 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 5 | $265 | 0.00% | −1−16.7% | Reduced |
| North Star Investment Management Corp. | 5 | $265 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 5 | $265 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 5 | $265 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 5 | $265 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 5 | $265 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $266 | 0.00% | −4−44.4% | Reduced |
| Asset Dedication, LLC | 5 | $266 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $266 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 5 | $266 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $266 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 5 | $266 | 0.00% | +5 | New |
| Private Trust Co NA | 6 | $318 | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 6 | $318 | 0.00% | +6 | New |
| Pacific Center for Financial Services | 6 | $319 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $372 | 0.00% | −7−50.0% | Reduced |
| Private Wealth Management Group, LLC | 7 | $372 | 0.00% | 00.0% | Unchanged |
| Pillar Financial Advisors, LLC | 7 | $372 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 7 | $372 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 7 | $372 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 7 | $372 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 7 | $372 | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $372 | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 8 | $425 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8 | $425 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 8 | $425 | 0.00% | +3+60.0% | Added |
| Harbour Investments, Inc. | 8 | $438 | 0.00% | −6−42.9% | Reduced |
| Concord Wealth Partners | 9 | $478 | 0.00% | −2−18.2% | Reduced |
| Addison Advisors LLC | 9 | $478 | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 9 | $478 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 10 | $531 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 10 | $531 | 0.00% | 00.0% | Unchanged |
| Marshall & Sterling Wealth Advisors Inc. | 10 | $531 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 53 | $584 | 0.00% | +42+381.8% | Added |
| Key Financial Inc | 11 | $585 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 12 | $637 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 12 | $637 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 12 | $637 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 12 | $637 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 12 | $637 | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 13 | $689 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 13 | $690 | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 14 | $743 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 14 | $743 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $744 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 16 | $773 | 0.00% | +14+700.0% | Added |
| Tompkins Financial Corp | 15 | $796 | 0.00% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 18 | $832 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 16 | $849 | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 16 | $850 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 16 | $850 | 0.00% | 00.0% | Unchanged |
| Fiduciary Advisors, Inc. | 16 | $850 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 19 | $868 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 19 | $898 | 0.00% | −2−9.5% | Reduced |
| Graney & King, LLC | 17 | $902 | 0.00% | −37−68.5% | Reduced |
| Bangor Savings Bank | 17 | $902 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 18 | $955 | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 18 | $955 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 18 | $956 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 18 | $956 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 21 | $1.00K | 0.00% | −19−47.5% | Reduced |
| Hazlett, Burt & Watson, Inc. | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ball & Co Wealth Management Inc. | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 19 | $1.01K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 19 | $1.01K | 0.00% | +19 | New |
| Friedenthal Financial | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $1.06K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 21 | $1.11K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 22 | $1.17K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $1.27K | 0.00% | −7−22.6% | Reduced |
| Prestige Wealth Management Group LLC | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 25 | $1.33K | 0.00% | +1+4.2% | Added |
| Fortitude Family Office, LLC | 26 | $1.38K | 0.00% | −8−23.5% | Reduced |
| Bryn Mawr Trust Co | 26 | $1.38K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 26 | $1.38K | 0.00% | +26 | New |
| Assetmark, Inc | 27 | $1.43K | 0.00% | −27−50.0% | Reduced |