| Heritage Wealth Advisors | 1 | $91 | 0.00% | −23−95.8% | Reduced |
| American National Bank | 4 | $368 | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 5 | $460 | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 6 | $552 | 0.00% | −10−62.5% | Reduced |
| ORG Partners LLC | 7 | $644 | 0.00% | −912−99.2% | Reduced |
| St Germain D J Co Inc | 10 | $920 | 0.00% | −230−95.8% | Reduced |
| Cherry Tree Wealth Management, LLC | 10 | $921 | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 10 | $921 | 0.00% | +10 | New |
| Avion Wealth | 26 | $1.00K | 0.00% | +5+23.8% | Added |
| Briaud Financial Planning, Inc | 16 | $1.00K | 0.00% | +16 | New |
| Silicon Valley Capital Partners | 12 | $1.08K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $1.20K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 16 | $1.47K | 0.00% | −38−70.4% | Reduced |
| Tradewinds Capital Management, LLC | 18 | $1.66K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 19 | $1.79K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 20 | $1.86K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 21 | $1.93K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 22 | $2.01K | 0.00% | +22 | New |
| Paladin Advisory Group, LLC | 22 | $2.02K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $2.12K | 0.00% | +13+130.0% | Added |
| Authentikos Wealth Advisory, LLC | 23 | $2.15K | 0.00% | +23 | New |
| Perkins Coie Trust Co | 25 | $2.30K | 0.00% | +25 | New |
| Bangor Savings Bank | 25 | $2.30K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 25 | $2.30K | 0.00% | +25 | New |
| DecisionPoint Financial, LLC | 26 | $2.39K | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 27 | $2.48K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 28 | $2.58K | 0.00% | +28 | New |
| Householder Group Estate & Retirement Specialist, LLC | 30 | $2.76K | 0.00% | +30 | New |
| Hanson & Doremus Investment Management | 30 | $3.00K | 0.00% | −24−44.4% | Reduced |
| Raffa Wealth Management, LLC | 33 | $3.04K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 34 | $3.13K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 34 | $3.13K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $3.22K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 39 | $3.59K | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 39 | $3.59K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 40 | $3.59K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 40 | $3.68K | 0.00% | −149−78.8% | Reduced |
| Venturi Wealth Management, LLC | 41 | $3.74K | 0.00% | +12+41.4% | Added |
| NewSquare Capital LLC | 46 | $4.23K | 0.00% | +46 | New |
| General Partner, Inc. | 48 | $4.42K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 48 | $4.42K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 50 | $4.60K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 51 | $4.69K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $4.88K | 0.00% | −8−13.1% | Reduced |
| Stonebridge Capital Advisors LLC | 54 | $4.97K | 0.00% | −329−85.9% | Reduced |
| Centerpoint Advisors, LLC | 54 | $5.00K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 52 | $5.00K | 0.00% | +9+20.9% | Added |
| Byrne Asset Management LLC | 49 | $5.00K | 0.00% | +28+133.3% | Added |
| BOK Financial Private Wealth, Inc. | 57 | $5.25K | 0.00% | −233−80.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 60 | $5.52K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 60 | $5.52K | 0.01% | +60 | New |
| America First Investment Advisors, LLC | 62 | $5.71K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 63 | $5.80K | 0.00% | +5+8.6% | Added |
| Rise Advisors, LLC | 65 | $6.02K | 0.00% | −6−8.5% | Reduced |
| Northwest Capital Management Inc | 67 | $6.17K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 69 | $6.35K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 71 | $6.53K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 75 | $6.90K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 75 | $6.90K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 76 | $6.99K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 72 | $7.00K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 76 | $7.04K | 0.00% | +1+1.3% | Added |
| Focused Wealth Management, Inc | 77 | $7.11K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 79 | $7.27K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 80 | $7.36K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 81 | $7.46K | 0.00% | +81 | New |
| Global Financial Private Client, LLC | 82 | $7.46K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 85 | $7.82K | 0.00% | +56+193.1% | Added |
| Global Wealth Strategies & Associates | 90 | $8.28K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 99 | $9.11K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 100 | $9.20K | 0.00% | −11−9.9% | Reduced |
| Gables Capital Management Inc. | 100 | $9.20K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 107 | $9.85K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 105 | $10.0K | 0.00% | +97+1,212.5% | Added |
| Salomon & Ludwin, LLC | 112 | $10.3K | 0.00% | +112 | New |
| Sandy Spring Bank | 113 | $10.4K | 0.00% | −2−1.7% | Reduced |
| CoreFirst Bank & Trust | 115 | $10.6K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 118 | $10.9K | 0.00% | +118 | New |
| Cornerstone Planning Group LLC | 121 | $11.1K | 0.00% | −100−45.2% | Reduced |
| Sofos Investments, Inc. | 126 | $11.4K | 0.00% | −28−18.2% | Reduced |
| Bartlett & Co. LLC | 135 | $12.0K | 0.00% | −63−31.8% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 134 | $12.3K | 0.00% | −7−5.0% | Reduced |
| Beacon Capital Management, LLC | 108 | $12.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 134 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 135 | $12.4K | 0.00% | −63−31.8% | Reduced |
| IAG Wealth Partners, LLC | 136 | $12.5K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 138 | $12.7K | 0.00% | −66−32.4% | Reduced |
| Sound Income Strategies, LLC | 138 | $12.7K | 0.00% | +67+94.4% | Added |
| Cape Investment Advisory, Inc. | 149 | $13.7K | 0.01% | +149 | New |
| Kelly Financial Services LLC | 150 | $13.8K | 0.01% | +8+5.6% | Added |
| GW&K Investment Management, LLC | 167 | $15.0K | 0.00% | +30+21.9% | Added |
| Strategic Investment Solutions, Inc. | 165 | $16.3K | 0.00% | +165 | New |
| Bell Investment Advisors, Inc | 177 | $16.3K | 0.00% | −42−19.2% | Reduced |
| Caldwell Trust Co | 178 | $16.4K | 0.00% | −115−39.2% | Reduced |
| Richard W. Paul & Associates, LLC | 184 | $16.9K | 0.01% | −7−3.7% | Reduced |
| Covestor Ltd | 178 | $17.0K | 0.01% | −139−43.8% | Reduced |
| Valley National Advisers Inc | 190 | $17.0K | 0.00% | +40+26.7% | Added |
| Core Alternative Capital | 185 | $17.0K | 0.00% | +1+0.5% | Added |
| Versant Capital Management, Inc | 185 | $17.0K | 0.01% | +34+22.5% | Added |
| FinTrust Capital Advisors, LLC | 186 | $17.1K | 0.00% | +142+322.7% | Added |