| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1 | $136 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 2 | $250 | 0.00% | +2 | New |
| Center for Financial Planning, Inc. | 4 | $543 | 0.00% | −60−93.8% | Reduced |
| Stuart Chaussee & Associates, Inc. | 5 | $678 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 136 | $715 | 0.01% | −2,474−94.8% | Reduced |
| Godsey & Gibb Associates | 6 | $814 | 0.00% | +6 | New |
| KB Financial Partners, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 5 | $1.00K | 0.00% | +5 | New |
| Level Financial Advisors, Inc. | 10 | $1.00K | 0.00% | +10 | New |
| TFC Financial Management | 10 | $1.36K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 10 | $1.36K | 0.00% | +10 | New |
| Lansing Street Advisors | 10 | $1.36K | 0.00% | +10 | New |
| Financial Synergies Wealth Advisors, Inc. | 13 | $1.76K | 0.00% | +2+18.2% | Added |
| Kelly Financial Services LLC | 14 | $1.90K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 16 | $2.17K | 0.00% | +16 | New |
| My Personal CFO, LLC | 16 | $2.17K | 0.00% | +16 | New |
| Tradewinds Capital Management, LLC | 18 | $2.44K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 20 | $2.71K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 21 | $2.85K | 0.00% | +21 | New |
| Trifecta Capital Advisors, LLC | 21 | $2.85K | 0.00% | +21 | New |
| Bangor Savings Bank | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 23 | $3.12K | 0.00% | +23 | New |
| Optimum Investment Advisors | 24 | $3.25K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 24 | $3.29K | 0.00% | −15−38.5% | Reduced |
| Quarry LP | 25 | $3.39K | 0.00% | +25 | New |
| DecisionPoint Financial, LLC | 26 | $3.53K | 0.00% | +26 | New |
| Eukles Asset Management | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 30 | $4.00K | 0.01% | 00.0% | Unchanged |
| Central Bank & Trust Co | 31 | $4.20K | 0.00% | +31 | New |
| Private Ocean, LLC | 31 | $4.21K | 0.00% | +5+19.2% | Added |
| Versant Capital Management, Inc | 32 | $4.34K | 0.00% | +4+14.3% | Added |
| Raffa Wealth Management, LLC | 33 | $4.48K | 0.00% | −15−31.3% | Reduced |
| Bradley & Co. Private Wealth Management, LLC | 35 | $4.75K | 0.01% | −84−70.6% | Reduced |
| IAG Wealth Partners, LLC | 36 | $4.88K | 0.00% | −170−82.5% | Reduced |
| New England Capital Financial Advisors LLC | 34 | $5.07K | 0.00% | +34 | New |
| Oliver Lagore Vanvalin Investment Group | 39 | $5.29K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 39 | $5.29K | 0.00% | +39 | New |
| Zullo Investment Group, Inc. | 40 | $5.43K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 40 | $5.43K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 40 | $5.43K | 0.00% | +40 | New |
| Pacifica Partners Inc. | 40 | $5.48K | 0.00% | −410−91.1% | Reduced |
| Aua Capital Management, LLC | 43 | $5.83K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 44 | $5.97K | 0.00% | −17−27.9% | Reduced |
| Abound Wealth Management | 45 | $6.11K | 0.00% | −79−63.7% | Reduced |
| Coastal Capital Group, Inc. | 43 | $6.22K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 48 | $6.51K | 0.00% | 00.0% | Unchanged |
| Kraematon Investment Advisors, Inc | 49 | $6.67K | 0.01% | +49 | New |
| Trust Co | 55 | $7.00K | 0.00% | +55 | New |
| America First Investment Advisors, LLC | 62 | $8.00K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 62 | $8.00K | 0.01% | 00.0% | Unchanged |
| EWG Elevate Inc. | 59 | $8.00K | 0.00% | +59 | New |
| Core Alternative Capital | 61 | $8.27K | 0.00% | −249−80.3% | Reduced |
| Thomas J. Herzfeld Advisors, Inc. | 64 | $8.68K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 65 | $8.82K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 69 | $9.36K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 69 | $9.38K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 71 | $9.63K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 72 | $9.77K | 0.00% | +72 | New |
| Tompkins Financial Corp | 76 | $10.0K | 0.00% | −52−40.6% | Reduced |
| Arrow Financial Corp | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 73 | $10.0K | 0.00% | +4+5.8% | Added |
| Roble, Belko & Company, Inc | 72 | $10.0K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 75 | $10.2K | 0.00% | +1+1.4% | Added |
| Disciplined Investments, LLC | 78 | $10.6K | 0.01% | −10−11.4% | Reduced |
| Column Capital Advisors, LLC | 79 | $10.7K | 0.00% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 80 | $10.9K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $10.9K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 80 | $11.0K | 0.00% | +5+6.7% | Added |
| Global Financial Private Client, LLC | 82 | $11.1K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 85 | $11.5K | 0.00% | −152−64.1% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 90 | $12.0K | 0.00% | −40−30.8% | Reduced |
| Pinnacle Bancorp, Inc. | 90 | $12.0K | 0.00% | +20+28.6% | Added |
| Global Wealth Strategies & Associates | 90 | $12.2K | 0.01% | +90 | New |
| Atticus Wealth Management, LLC | 94 | $12.8K | 0.01% | +94 | New |
| Johnson Financial Group, Inc. | 99 | $13.4K | 0.00% | −19−16.1% | Reduced |
| Logan Capital Management Inc | 99 | $13.4K | 0.00% | 00.0% | Unchanged |
| Monetary Management Group Inc | 99 | $13.4K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $13.6K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 100 | $13.6K | 0.01% | +100 | New |
| Highlander Capital Management, LLC | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $14.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 107 | $15.0K | 0.00% | −47−30.5% | Reduced |
| CoreFirst Bank & Trust | 115 | $15.6K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 118 | $16.0K | 0.00% | +118 | New |
| CoreCap Advisors, LLC | 120 | $16.3K | 0.00% | +120 | New |
| Orion Capital Management LLC | 129 | $17.5K | 0.01% | 00.0% | Unchanged |
| Seldon Capital LP | 131 | $17.8K | 0.02% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 134 | $18.2K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 135 | $18.3K | 0.01% | +53+64.6% | Added |
| Clearview Wealth Advisors LLC | 137 | $18.7K | 0.01% | −99−41.9% | Reduced |
| J.Safra Asset Management Corp | 147 | $19.0K | 0.00% | +147 | New |
| McElhenny Sheffield Capital Management, LLC | 142 | $19.3K | 0.01% | +142 | New |
| HWG Holdings LP | 149 | $20.0K | 0.01% | −11−6.9% | Reduced |
| North Star Investment Management Corp. | 149 | $20.2K | 0.00% | +13+9.6% | Added |
| Beacon Capital Management, LLC | 155 | $21.0K | 0.01% | −50−24.4% | Reduced |
| Ten Capital Wealth Advisors, LLC | 155 | $21.0K | 0.01% | −66−29.9% | Reduced |
| Operose Advisors LLC | 155 | $21.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 150 | $22.0K | 0.00% | 00.0% | Unchanged |