| EP Wealth Advisors, LLC | 11,663 | $0 | 0.00% | +3,994+52.1% | Added |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Silicon Valley Capital Partners | 2 | $249 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 2 | $268 | 0.00% | +2 | New |
| TCTC Holdings, LLC | 3 | $402 | 0.00% | +3 | New |
| Center for Financial Planning, Inc. | 4 | $536 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 5 | $669 | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 8 | $1.07K | 0.00% | +8 | New |
| Piershale Financial Group, Inc. | 10 | $1.34K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $1.74K | 0.00% | −136−91.3% | Reduced |
| Legend Financial Advisors, Inc. | 14 | $1.87K | 0.00% | −7−33.3% | Reduced |
| Delta Asset Management LLC | 16 | $2.14K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 16 | $2.14K | 0.00% | +6+60.0% | Added |
| Nalls Sherbakoff Group, LLC | 18 | $2.39K | 0.00% | +18 | New |
| Tradewinds Capital Management, LLC | 18 | $2.41K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 19 | $2.52K | 0.00% | +19 | New |
| Activest Wealth Management | 19 | $2.57K | 0.00% | −161−89.4% | Reduced |
| Clean Yield Group | 20 | $2.68K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $2.81K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 22 | $2.94K | 0.00% | +22 | New |
| Truvestments Capital LLC | 24 | $3.21K | 0.00% | −16−40.0% | Reduced |
| Bangor Savings Bank | 25 | $3.35K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $3.35K | 0.00% | +25 | New |
| DecisionPoint Financial, LLC | 26 | $3.48K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 27 | $3.61K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 30 | $4.01K | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 33 | $4.42K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $4.68K | 0.01% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 39 | $5.22K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 39 | $5.22K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 40 | $5.35K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 40 | $5.35K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 44 | $5.97K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 45 | $6.03K | 0.00% | 00.0% | Unchanged |
| General Partner, Inc. | 48 | $6.45K | 0.01% | +48 | New |
| Quarry LP | 49 | $6.56K | 0.00% | +24+96.0% | Added |
| Kelly Financial Services LLC | 50 | $6.64K | 0.00% | +36+257.1% | Added |
| Atticus Wealth Management, LLC | 50 | $6.69K | 0.00% | −44−46.8% | Reduced |
| Retirement Group, LLC | 54 | $7.00K | 0.00% | +38+237.5% | Added |
| Founders Capital Management | 62 | $8.00K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 62 | $8.30K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 63 | $8.38K | 0.00% | +63 | New |
| Thomas J. Herzfeld Advisors, Inc. | 64 | $8.57K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 65 | $8.70K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 69 | $9.18K | 0.00% | +45+187.5% | Added |
| Cedar Mountain Advisors, LLC | 69 | $9.23K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 71 | $9.50K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 72 | $9.64K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 74 | $9.92K | 0.01% | +40+117.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 75 | $10.0K | 0.00% | −15−16.7% | Reduced |
| Roble, Belko & Company, Inc | 72 | $10.0K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 75 | $10.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 76 | $10.1K | 0.01% | +7+10.1% | Added |
| Tompkins Financial Corp | 76 | $10.2K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 76 | $10.2K | 0.00% | +1+1.3% | Added |
| Column Capital Advisors, LLC | 79 | $10.6K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $10.7K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 80 | $10.7K | 0.01% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 80 | $10.7K | 0.01% | +57+247.8% | Added |
| TCI Wealth Advisors, Inc. | 85 | $11.4K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 88 | $11.8K | 0.00% | +10+12.8% | Added |
| Sutton Wealth Advisors Inc. | 89 | $11.9K | 0.01% | −2,400−96.4% | Reduced |
| Global Wealth Strategies & Associates | 90 | $12.0K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 95 | $12.7K | 0.00% | +95 | New |
| Grey Fox Wealth Advisors, LLC | 96 | $12.8K | 0.01% | −116−54.7% | Reduced |
| Highlander Capital Management, LLC | 100 | $13.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 99 | $13.3K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 107 | $14.3K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 108 | $14.5K | 0.00% | −47−30.3% | Reduced |
| Gables Capital Management Inc. | 113 | $15.1K | 0.01% | +13+13.0% | Added |
| CoreFirst Bank & Trust | 115 | $15.4K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 118 | $15.8K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 124 | $16.6K | 0.01% | +24+24.0% | Added |
| SOA Wealth Advisors, LLC. | 134 | $17.9K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 136 | $18.0K | 0.01% | +54+65.9% | Added |
| IAG Wealth Partners, LLC | 136 | $18.2K | 0.01% | +100+277.8% | Added |
| Heritage Wealth Advisors | 138 | $18.5K | 0.00% | −414−75.0% | Reduced |
| Clearview Wealth Advisors LLC | 141 | $18.9K | 0.02% | +4+2.9% | Added |
| Valley National Advisers Inc | 150 | $19.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 142 | $19.0K | 0.00% | +43+43.4% | Added |
| Versant Capital Management, Inc | 145 | $19.4K | 0.01% | +113+353.1% | Added |
| Sageworth Trust Co | 149 | $19.9K | 0.00% | +144+2,880.0% | Added |
| Ten Capital Wealth Advisors, LLC | 155 | $20.7K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 155 | $20.8K | 0.00% | +142+1,092.3% | Added |
| WR Wealth Planners, LLC | 157 | $21.0K | 0.01% | +109+227.1% | Added |
| Tortoise Investment Management, LLC | 165 | $22.1K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 171 | $22.9K | 0.01% | −102−37.4% | Reduced |
| Old Second National Bank of Aurora | 171 | $22.9K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 173 | $23.2K | 0.00% | +173 | New |
| Core Alternative Capital | 174 | $23.3K | 0.00% | +113+185.2% | Added |
| Plante Moran Financial Advisors, LLC | 175 | $23.4K | 0.00% | −32−15.5% | Reduced |
| Cassady Schiller Wealth Management, LLC | 175 | $23.4K | 0.01% | −12−6.4% | Reduced |
| DT Investment Partners, LLC | 204 | $24.9K | 0.00% | −95−31.8% | Reduced |
| BerganKDV Wealth Management, LLC | 188 | $25.2K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 199 | $26.6K | 0.01% | +12+6.4% | Added |
| Cary Street Partners Asset Management LLC | 200 | $26.8K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 200 | $26.8K | 0.00% | 00.0% | Unchanged |
