| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| American National Bank | 1 | $285 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 2 | $556 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $570 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $570 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $855 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $855 | 0.00% | +3 | New |
| PrairieView Partners, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coastal Capital Group, Inc. | 4 | $1.14K | 0.00% | −100−96.2% | Reduced |
| Colonial Trust Advisors | 4 | $1.14K | 0.00% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 4 | $1.14K | 0.00% | +4 | New |
| True Wealth Design, LLC | 4 | $1.14K | 0.00% | −4−50.0% | Reduced |
| Evermay Wealth Management LLC | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.71K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 6 | $1.71K | 0.00% | +6 | New |
| Sofos Investments, Inc. | 285 | $1.86K | 0.01% | +7+2.5% | Added |
| Carmel Capital Partners, LLC | 7 | $1.99K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 7 | $1.99K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 7 | $1.99K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 8 | $2.28K | 0.00% | −1−11.1% | Reduced |
| Lee Financial Co | 8 | $2.28K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $2.28K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 8 | $2.28K | 0.00% | 00.0% | Unchanged |
| Rock Creek Group, LP | 8 | $2.28K | 0.00% | +8 | New |
| Eagle Bay Advisors LLC | 9 | $2.56K | 0.00% | −152−94.4% | Reduced |
| Park Place Capital Corp | 9 | $2.56K | 0.00% | −12−57.1% | Reduced |
| Loomis Sayles & Co L P | 11 | $3.00K | 0.00% | −9−45.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 9 | $3.00K | 0.00% | +2+28.6% | Added |
| Dividend Assets Capital, LLC | 11 | $3.00K | 0.00% | +11 | New |
| NewSquare Capital LLC | 11 | $3.13K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 11 | $3.13K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 12 | $3.42K | 0.00% | −22−64.7% | Reduced |
| Hollencrest Capital Management | 13 | $3.70K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 15 | $4.00K | 0.00% | +15 | New |
| Avion Wealth | 16 | $4.00K | 0.00% | +16 | New |
| Perkins Coie Trust Co | 16 | $4.56K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 16 | $4.56K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 17 | $4.84K | 0.00% | −110−86.6% | Reduced |
| Lansing Street Advisors | 17 | $4.84K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 16 | $5.00K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 19 | $5.41K | 0.00% | +2+11.8% | Added |
| Byrne Asset Management LLC | 21 | $6.00K | 0.00% | +21 | New |
| Sugarloaf Wealth Management, LLC | 22 | $6.27K | 0.00% | −65−74.7% | Reduced |
| Sutton Wealth Advisors Inc. | 23 | $6.55K | 0.00% | −3−11.5% | Reduced |
| Castleview Partners, LLC | 23 | $6.55K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 26 | $7.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 25 | $7.12K | 0.00% | +25 | New |
| Blume Capital Management, Inc. | 25 | $7.12K | 0.00% | −29−53.7% | Reduced |
| Bangor Savings Bank | 28 | $7.98K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 29 | $8.00K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 29 | $8.26K | 0.00% | +4+16.0% | Added |
| Proequities, Inc. | 30 | $8.54K | 0.00% | +3+11.1% | Added |
| Barrett & Company, Inc. | 30 | $8.55K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 30 | $8.55K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 31 | $8.83K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 31 | $8.83K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 32 | $9.12K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 34 | $9.69K | 0.01% | −21−38.2% | Reduced |
| AllSquare Wealth Management LLC | 33 | $9.86K | 0.01% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 35 | $9.97K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 36 | $10.3K | 0.00% | −87−70.7% | Reduced |
| Johnson Midwest Financial, LLC | 36 | $10.3K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 41 | $11.4K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 40 | $11.4K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 40 | $11.4K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 40 | $11.4K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 40 | $11.4K | 0.00% | +15+60.0% | Added |
| Okabena Investment Services Inc | 40 | $11.4K | 0.01% | +40 | New |
| Harbour Investments, Inc. | 43 | $12.2K | 0.00% | +10+30.3% | Added |
| Kozak & Associates, Inc. | 44 | $12.6K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 45 | $12.8K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 45 | $12.8K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 46 | $13.1K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 46 | $13.1K | 0.00% | +14+43.8% | Added |
| Riverview Trust Co | 47 | $13.4K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 50 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 48 | $14.0K | 0.01% | +48 | New |
| Chesapeake Asset Management LLC | 50 | $14.2K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $14.2K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $14.2K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 54 | $15.0K | 0.00% | +54 | New |
| Truvestments Capital LLC | 55 | $15.7K | 0.01% | +55 | New |
| McIlrath & Eck, LLC | 56 | $16.0K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 56 | $16.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 57 | $16.2K | 0.01% | +57 | New |
| Baker Avenue Asset Management, LP | 58 | $16.5K | 0.00% | −1−1.7% | Reduced |
| KB Financial Partners, LLC | 59 | $17.0K | 0.00% | −1,742−96.7% | Reduced |
| Steward Financial Group LLC | 66 | $18.0K | 0.01% | −3−4.3% | Reduced |
| Retirement Group, LLC | 64 | $18.2K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 64 | $18.2K | 0.01% | +64 | New |
| First Community Trust NA | 65 | $18.5K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 65 | $18.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 67 | $19.1K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 70 | $19.9K | 0.01% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 71 | $20.2K | 0.01% | 00.0% | Unchanged |
| Motco | 73 | $20.8K | 0.00% | +2+2.8% | Added |
| First Personal Financial Services | 74 | $21.1K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 75 | $21.4K | 0.00% | 00.0% | Unchanged |