| PrairieView Partners, LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 20 | $0 | 0.00% | +20 | New |
| Briaud Financial Planning, Inc | 2 | $0 | 0.00% | +2 | New |
| Householder Group Estate & Retirement Specialist, LLC | 28 | $0 | 0.00% | +28 | New |
| Pineridge Advisors LLC | 1 | $20 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 3 | $61 | 0.00% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 3 | $61 | 0.00% | +3 | New |
| Caitlin John, LLC | 4 | $77 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 6 | $132 | 0.00% | −17−73.9% | Reduced |
| Northwest Bank & Trust Co | 10 | $203 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 11 | $217 | 0.00% | +11 | New |
| SOA Wealth Advisors, LLC. | 11 | $231 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 16 | $326 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 16 | $326 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 18 | $366 | 0.00% | −30−62.5% | Reduced |
| Hallmark Capital Management Inc | 20 | $406 | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 20 | $406 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 20 | $407 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 21 | $427 | 0.00% | +21 | New |
| Coppell Advisory Solutions LLC | 22 | $456 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 24 | $492 | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 29 | $589 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $610 | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 30 | $610 | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 34 | $690 | 0.00% | +34 | New |
| Bangor Savings Bank | 35 | $711 | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 37 | $765 | 0.00% | +37 | New |
| 1620 Investment Advisors, Inc. | 40 | $813 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 41 | $833 | 0.00% | −9−18.0% | Reduced |
| Peterson Financial Group, Inc. | 42 | $846 | 0.00% | +42 | New |
| Proffitt & Goodson Inc | 43 | $874 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 48 | $976 | 0.00% | −70−59.3% | Reduced |
| Horizon Bancorp Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 55 | $1.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 60 | $1.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 40 | $1.00K | 0.00% | +40 | New |
| AllSquare Wealth Management LLC | 52 | $1.06K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 54 | $1.10K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 60 | $1.22K | 0.00% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 60 | $1.22K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 60 | $1.22K | 0.00% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 61 | $1.24K | 0.03% | +61 | New |
| Armstrong Advisory Group, Inc | 63 | $1.28K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 65 | $1.31K | 0.00% | +65 | New |
| Farmers & Merchants Investments Inc | 65 | $1.32K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 65 | $1.32K | 0.00% | +45+225.0% | Added |
| Barrett & Company, Inc. | 70 | $1.42K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 71 | $1.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 83 | $1.52K | 0.00% | +1+1.2% | Added |
| Bell Investment Advisors, Inc | 77 | $1.56K | 0.00% | +10+14.9% | Added |
| Cassady Schiller Wealth Management, LLC | 80 | $1.63K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 85 | $1.64K | 0.00% | +40+88.9% | Added |
| New England Capital Financial Advisors LLC | 86 | $1.74K | 0.00% | +2+2.4% | Added |
| Semmax Financial Advisors Inc. | 94 | $1.81K | 0.00% | +1+1.1% | Added |
| HHM Wealth Advisors, LLC | 90 | $1.83K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 97 | $1.97K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 80 | $2.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 115 | $2.00K | 0.00% | +115 | New |
| Bare Financial Services, Inc | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Kimelman & Baird, LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 106 | $2.15K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 106 | $2.15K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 110 | $2.24K | 0.00% | +13+13.4% | Added |
| Colonial Trust Advisors | 120 | $2.44K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 127 | $2.50K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 124 | $2.52K | 0.00% | −79−38.9% | Reduced |
| Iron Horse Wealth Management, LLC | 126 | $2.56K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 131 | $2.66K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 132 | $2.68K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 137 | $2.78K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 137 | $2.78K | 0.00% | +32+30.5% | Added |
| FSA Wealth Management LLC | 153 | $3.10K | 0.00% | +153 | New |
| Johnson Financial Group, Inc. | 153 | $3.11K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 153 | $3.11K | 0.00% | +133+665.0% | Added |
| Proequities, Inc. | 154 | $3.13K | 0.00% | −128−45.4% | Reduced |
| Sandy Spring Bank | 167 | $3.39K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 167 | $3.39K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 170 | $3.45K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 172 | $3.50K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 173 | $3.52K | 0.00% | +162+1,472.7% | Added |
| Strengthening Families & Communities, LLC | 191 | $3.88K | 0.00% | +3+1.6% | Added |
| Harbour Investments, Inc. | 191 | $3.88K | 0.00% | +1+0.5% | Added |
| Country Trust Bank | 191 | $3.88K | 0.00% | −23−10.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 192 | $3.90K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 194 | $3.94K | 0.00% | +180+1,285.7% | Added |
| Hanson & Doremus Investment Management | 185 | $4.00K | 0.00% | −44−19.2% | Reduced |
| Toronto Dominion Bank | 202 | $4.11K | 0.00% | 00.0% | Unchanged |
| Peoples Bank | 205 | $4.16K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 215 | $4.37K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 220 | $4.47K | 0.00% | +80+57.1% | Added |
| St Germain D J Co Inc | 236 | $4.80K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 237 | $4.82K | 0.00% | +79+50.0% | Added |
| Heritage Wealth Advisors | 246 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 242 | $5.01K | 0.00% | +208+611.8% | Added |
| Salomon & Ludwin, LLC | 250 | $5.08K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 252 | $5.12K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 259 | $5.26K | 0.00% | −40−13.4% | Reduced |