| PrairieView Partners, LLC | 6 | $0 | 0.00% | +6 | New |
| USA Financial Portformulas Corp | 2 | $228 | 0.00% | 00.0% | Unchanged |
| American National Bank | 4 | $456 | 0.00% | −240−98.4% | Reduced |
| Stuart Chaussee & Associates, Inc. | 5 | $570 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Safeguard Financial, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Piershale Financial Group, Inc. | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $1.14K | 0.00% | −6−37.5% | Reduced |
| Cherry Tree Wealth Management, LLC | 10 | $1.14K | 0.00% | +10 | New |
| Silicon Valley Capital Partners | 12 | $1.37K | 0.00% | +10+500.0% | Added |
| Point72 Asset Management, L.P. | 12 | $1.40K | 0.00% | −248,644−100.0% | Reduced |
| Sofos Investments, Inc. | 154 | $1.40K | 0.01% | +154 | New |
| North Star Investment Management Corp. | 13 | $1.48K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 14 | $1.59K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 16 | $1.82K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 21 | $2.00K | 0.00% | −264−92.6% | Reduced |
| Avion Wealth | 21 | $2.00K | 0.00% | +15+250.0% | Added |
| Nalls Sherbakoff Group, LLC | 18 | $2.04K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 18 | $2.05K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 19 | $2.17K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $2.39K | 0.00% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 22 | $2.51K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 24 | $2.73K | 0.00% | −114−82.6% | Reduced |
| Bangor Savings Bank | 25 | $2.85K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 26 | $2.96K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 27 | $3.08K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 27 | $3.08K | 0.00% | +23+575.0% | Added |
| Venturi Wealth Management, LLC | 29 | $3.27K | 0.00% | −34−54.0% | Reduced |
| Activest Wealth Management | 20 | $3.29K | 0.00% | +1+5.3% | Added |
| Impact Partnership Wealth, LLC | 29 | $3.30K | 0.00% | +29 | New |
| Raffa Wealth Management, LLC | 33 | $3.76K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 34 | $3.87K | 0.00% | +34 | New |
| Truvestments Capital LLC | 34 | $3.87K | 0.00% | +10+41.7% | Added |
| Bradley & Co. Private Wealth Management, LLC | 35 | $3.99K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 39 | $4.44K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 39 | $4.44K | 0.00% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 40 | $4.56K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 40 | $4.71K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 43 | $4.90K | 0.00% | +43 | New |
| First Command Financial Services, Inc. | 43 | $4.90K | 0.00% | +43 | New |
| SkyView Investment Advisors, LLC | 43 | $5.00K | 0.00% | +43 | New |
| Old Point Trust & Financial Services N A | 45 | $5.13K | 0.00% | +45 | New |
| WR Wealth Planners, LLC | 48 | $5.47K | 0.00% | −109−69.4% | Reduced |
| General Partner, Inc. | 48 | $5.47K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $5.70K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 51 | $5.82K | 0.00% | −13−20.3% | Reduced |
| FinTrust Capital Advisors, LLC | 44 | $5.97K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 54 | $6.00K | 0.00% | −247−82.1% | Reduced |
| Centerpoint Advisors, LLC | 54 | $6.00K | 0.00% | −163−75.1% | Reduced |
| Retirement Group, LLC | 54 | $6.15K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 58 | $6.61K | 0.00% | −721−92.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 60 | $6.84K | 0.00% | −115−65.7% | Reduced |
| Abound Wealth Management | 61 | $6.98K | 0.00% | +16+35.6% | Added |
| America First Investment Advisors, LLC | 62 | $7.06K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 62 | $7.06K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 65 | $7.41K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 67 | $7.63K | 0.00% | +67 | New |
| Cedar Mountain Advisors, LLC | 69 | $7.86K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 72 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 71 | $8.04K | 0.01% | −5−6.6% | Reduced |
| McIlrath & Eck, LLC | 71 | $8.09K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 71 | $8.14K | 0.00% | +2+2.9% | Added |
| Oakworth Capital, Inc. | 72 | $8.20K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 75 | $8.55K | 0.00% | −100−57.1% | Reduced |
| Arrow Financial Corp | 75 | $8.55K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 75 | $8.56K | 0.01% | +1+1.4% | Added |
| Old Second National Bank of Aurora | 76 | $8.66K | 0.00% | −95−55.6% | Reduced |
| Tompkins Financial Corp | 76 | $8.66K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 77 | $8.80K | 0.00% | +1+1.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 79 | $9.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $9.12K | 0.01% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 80 | $9.12K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 82 | $9.47K | 0.00% | −54−39.7% | Reduced |
| Disciplined Investments, LLC | 88 | $10.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 90 | $10.3K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $11.0K | 0.01% | 00.0% | Unchanged |
| Logan Capital Management Inc | 99 | $11.3K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 100 | $11.4K | 0.01% | −13−11.5% | Reduced |
| O'Dell Group, LLC | 101 | $11.5K | 0.00% | +101 | New |
| Citizens National Bank Trust Department | 107 | $12.2K | 0.00% | 00.0% | Unchanged |
| First Capital Advisors Group, LLC. | 107 | $12.2K | 0.01% | +107 | New |
| Beacon Capital Management, LLC | 108 | $12.3K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 109 | $12.4K | 0.01% | +109 | New |
| Missouri Trust & Investment Co | 111 | $12.6K | 0.01% | −13−10.5% | Reduced |
| Sandy Spring Bank | 115 | $13.1K | 0.00% | −4,272−97.4% | Reduced |
| CoreFirst Bank & Trust | 115 | $13.1K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 125 | $14.2K | 0.00% | −4,675−97.4% | Reduced |
| Horizons Wealth Management | 125 | $14.2K | 0.01% | +125 | New |
| Riverview Trust Co | 129 | $14.7K | 0.01% | −164−56.0% | Reduced |
| Luken Investment Analytics, LLC | 130 | $14.8K | 0.01% | +130 | New |
| SOA Wealth Advisors, LLC. | 134 | $15.3K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 136 | $15.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 137 | $16.0K | 0.00% | +135+6,750.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 141 | $16.1K | 0.00% | −14−9.0% | Reduced |
| Clearview Wealth Advisors LLC | 142 | $16.2K | 0.02% | +1+0.7% | Added |
| Kelly Financial Services LLC | 142 | $16.2K | 0.01% | +92+184.0% | Added |
| Versant Capital Management, Inc | 151 | $17.2K | 0.01% | +6+4.1% | Added |
| HHM Wealth Advisors, LLC | 155 | $17.7K | 0.00% | −177−53.3% | Reduced |
| BerganKDV Wealth Management, LLC | 155 | $17.7K | 0.00% | −33−17.6% | Reduced |
