| Kozak & Associates, Inc. | 0 | $42 | 0.00% | −3−100.0% | Reduced |
| Rise Advisors, LLC | 1 | $276 | 0.00% | −38−97.4% | Reduced |
| Carolinas Wealth Consulting LLC | 2 | $618 | 0.00% | −350−99.4% | Reduced |
| Tucker Asset Management LLC | 3 | $858 | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $1.14K | 0.00% | +4 | New |
| Legacy Financial Group LLC | 4 | $1.14K | 0.00% | +4 | New |
| Tfo-TDC, LLC | 5 | $1.40K | 0.00% | +2+66.7% | Added |
| Ruedi Wealth Management, Inc. | 5 | $1.43K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 6 | $1.62K | 0.00% | −275−97.9% | Reduced |
| GoalVest Advisory LLC | 6 | $1.72K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 6 | $1.77K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 7 | $2.04K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 8 | $2.21K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 8 | $2.29K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 8 | $2.29K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 8 | $2.40K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 9 | $2.48K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 9 | $2.57K | 0.00% | −1,250−99.3% | Reduced |
| Bay Harbor Wealth Management, LLC | 9 | $2.57K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 11 | $3.15K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 11 | $3.15K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 12 | $3.43K | 0.00% | +12 | New |
| Pinnacle Financial Partners Inc | 12 | $3.43K | 0.00% | −15−55.6% | Reduced |
| Coppell Advisory Solutions LLC | 11 | $3.65K | 0.00% | +2+22.2% | Added |
| New Millennium Group LLC | 13 | $3.72K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 14 | $4.00K | 0.00% | −1−6.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 14 | $4.00K | 0.00% | −13−48.1% | Reduced |
| Intrepid Capital Management Inc | 15 | $4.29K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 15 | $4.29K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 15 | $4.29K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 15 | $4.29K | 0.00% | +15 | New |
| Wolff Wiese Magana LLC | 15 | $4.29K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 16 | $4.58K | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 17 | $4.86K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $5.00K | 0.00% | +3+15.8% | Added |
| Farmers & Merchants Investments Inc | 18 | $5.15K | 0.00% | −4−18.2% | Reduced |
| Cornerstone Planning Group LLC | 18 | $5.15K | 0.00% | +7+63.6% | Added |
| Level Financial Advisors, Inc. | 19 | $5.43K | 0.00% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 20 | $5.72K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 20 | $5.72K | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $5.72K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 23 | $6.58K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 23 | $6.58K | 0.00% | +15+187.5% | Added |
| SJS Investment Consulting Inc. | 24 | $6.87K | 0.00% | +5+26.3% | Added |
| SkyView Investment Advisors, LLC | 24 | $7.00K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 23 | $7.00K | 0.00% | +23 | New |
| Bangor Savings Bank | 25 | $7.15K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 25 | $7.15K | 0.00% | +25 | New |
| Hibernia Wealth Partners, LLC | 27 | $7.72K | 0.01% | +27 | New |
| Northwest Capital Management Inc | 28 | $8.01K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 30 | $8.58K | 0.00% | −4−11.8% | Reduced |
| Baker Avenue Asset Management, LP | 31 | $8.87K | 0.00% | −8−20.5% | Reduced |
| USA Financial Portformulas Corp | 31 | $8.87K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 31 | $8.87K | 0.00% | +31 | New |
| PrairieView Partners, LLC | 32 | $9.00K | 0.00% | −15−31.9% | Reduced |
| Centerpoint Advisors, LLC | 31 | $9.00K | 0.00% | +21+210.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 32 | $9.15K | 0.00% | +23+255.6% | Added |
| CNB Bank | 34 | $9.73K | 0.01% | +34 | New |
| Nalls Sherbakoff Group, LLC | 35 | $10.0K | 0.01% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 35 | $10.1K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 36 | $10.3K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 38 | $10.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 38 | $10.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 40 | $11.4K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 40 | $11.4K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 40 | $11.4K | 0.00% | +9+29.0% | Added |
| West Financial Advisors, LLC | 42 | $12.0K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 42 | $12.0K | 3.03% | +42 | New |
| Tompkins Financial Corp | 43 | $12.3K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 44 | $12.6K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 44 | $12.6K | 0.02% | +44 | New |
| SRS Capital Advisors, Inc. | 44 | $12.7K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 45 | $13.0K | 0.01% | −1−2.2% | Reduced |
| Cassady Schiller Wealth Management, LLC | 47 | $13.4K | 0.01% | −4−7.8% | Reduced |
| Cedar Mountain Advisors, LLC | 47 | $13.4K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 47 | $13.4K | 0.01% | +20+74.1% | Added |
| ING Groep NV | 47 | $13.4K | 0.00% | +47 | New |
| Tortoise Investment Management, LLC | 49 | $14.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 50 | $14.3K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 51 | $14.6K | 0.01% | −526−91.2% | Reduced |
| Strategic Investment Solutions, Inc. | 55 | $15.6K | 0.00% | +55 | New |
| Norwood Financial Corp | 55 | $15.7K | 0.03% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 59 | $16.9K | 0.01% | +28+90.3% | Added |
| Raleigh Capital Management Inc. | 59 | $17.0K | 0.01% | +12+25.5% | Added |
| Hexagon Capital Partners LLC | 60 | $17.2K | 0.00% | +4+7.1% | Added |
| First Community Trust NA | 61 | $17.4K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 62 | $17.7K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 62 | $18.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 64 | $18.3K | 0.01% | −14−17.9% | Reduced |
| Atwood & Palmer Inc | 65 | $18.6K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 69 | $19.7K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 69 | $19.8K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 72 | $20.2K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 73 | $20.7K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 75 | $21.5K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 76 | $21.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 79 | $22.0K | 0.02% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 78 | $22.3K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 79 | $22.6K | 0.01% | 00.0% | Unchanged |