| Capital Advisors, Ltd. LLC | 13 | $0 | 0.00% | +13 | New |
| ORG Partners LLC | 0 | $16 | 0.00% | −23−100.0% | Reduced |
| Pineridge Advisors LLC | 1 | $26 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $27 | 0.00% | −2−66.7% | Reduced |
| Tfo-TDC, LLC | 2 | $53 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $79 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 4 | $105 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 8 | $210 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 9 | $236 | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 10 | $267 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 11 | $292 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 13 | $341 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 13 | $341 | 0.00% | 00.0% | Unchanged |
| Palisade Asset Management, LLC | 13 | $342 | 0.00% | +13 | New |
| Laurel Wealth Advisors LLC | 16 | $421 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 16 | $421 | 0.00% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 16 | $430 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $499 | 0.00% | +1+5.6% | Added |
| Hallmark Capital Management Inc | 20 | $525 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 20 | $525 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $525 | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 20 | $525 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 20 | $525 | 0.00% | +20 | New |
| Wetzel Investment Advisors, Inc. | 22 | $583 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 23 | $604 | 0.00% | +23 | New |
| Burkett Financial Services, LLC | 24 | $620 | 0.00% | +1+4.3% | Added |
| Sachetta, LLC | 20 | $631 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 26 | $683 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 28 | $735 | 0.00% | +20+250.0% | Added |
| Boyd Watterson Asset Management LLC | 29 | $762 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $788 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $867 | 0.00% | −4−10.8% | Reduced |
| Northwest Capital Management Inc | 34 | $893 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 35 | $919 | 0.00% | −132−79.0% | Reduced |
| Bangor Savings Bank | 35 | $919 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | −50−55.6% | Reduced |
| Horizon Bancorp Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 40 | $1.05K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 40 | $1.05K | 0.00% | +40 | New |
| Kelly Financial Services LLC | 43 | $1.12K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 43 | $1.13K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 45 | $1.28K | 0.00% | +45 | New |
| CVA Family Office, LLC | 50 | $1.31K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 50 | $1.31K | 0.00% | +50 | New |
| AllSquare Wealth Management LLC | 52 | $1.37K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 54 | $1.42K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 56 | $1.47K | 0.00% | +33+143.5% | Added |
| Global Retirement Partners, LLC | 57 | $1.50K | 0.00% | +22+62.9% | Added |
| Community Bank, N.A. | 60 | $1.57K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 60 | $1.58K | 0.00% | −3,369−98.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 60 | $1.58K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $1.58K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $1.58K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 59 | $1.70K | 0.00% | +55+1,375.0% | Added |
| Farmers & Merchants Investments Inc | 65 | $1.71K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 55 | $1.71K | 0.00% | −665−92.4% | Reduced |
| Barrett & Company, Inc. | 70 | $1.84K | 0.00% | −20−22.2% | Reduced |
| Baldwin Brothers Inc | 71 | $1.86K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 71 | $1.86K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 72 | $1.89K | 0.00% | +72 | New |
| Private Wealth Management Group, LLC | 74 | $1.94K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 68 | $1.95K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 63 | $1.99K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 76 | $2.00K | 0.00% | −444−85.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 79 | $2.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 55 | $2.00K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 77 | $2.02K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 80 | $2.10K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 81 | $2.15K | 0.00% | +1+1.3% | Added |
| New England Capital Financial Advisors LLC | 84 | $2.19K | 0.00% | +1+1.2% | Added |
| HHM Wealth Advisors, LLC | 90 | $2.36K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 91 | $2.39K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $2.63K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 100 | $2.63K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 92 | $2.63K | 0.00% | +1+1.1% | Added |
| Bare Financial Services, Inc | 100 | $2.67K | 0.00% | +100 | New |
| Main Street Group, LTD | 106 | $2.78K | 0.00% | +106 | New |
| Hilltop National Bank | 106 | $2.78K | 0.00% | +106 | New |
| Cape Investment Advisory, Inc. | 107 | $2.80K | 0.00% | +1+0.9% | Added |
| Beacon Capital Management, LLC | 109 | $2.86K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 113 | $2.97K | 0.00% | +39+52.7% | Added |
| Cambridge Trust Co | 120 | $3.15K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 120 | $3.15K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 126 | $3.31K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 131 | $3.44K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 137 | $3.60K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 127 | $3.65K | 0.00% | +127 | New |
| Jones Financial Companies LLLP | 140 | $3.68K | 0.00% | +140 | New |
| FSA Wealth Management LLC | 152 | $3.98K | 0.00% | +1+0.7% | Added |
| Proequities, Inc. | 152 | $3.99K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 158 | $4.15K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 159 | $4.17K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 165 | $4.33K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 167 | $4.38K | 0.00% | +167 | New |
| TD Private Client Wealth LLC | 170 | $4.46K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 172 | $4.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 180 | $4.73K | 0.00% | +40+28.6% | Added |
| Hanson & Doremus Investment Management | 185 | $5.00K | 0.00% | 00.0% | Unchanged |