| PrairieView Partners, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Logan Capital Management Inc | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1 | $54 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $108 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 3 | $163 | 0.00% | +3 | New |
| Eukles Asset Management | 4 | $216 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $271 | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 7 | $345 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 7 | $378 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $379 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 7 | $379 | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 7 | $379 | 0.00% | +7 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9 | $506 | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 10 | $541 | 0.00% | +10 | New |
| Laurel Wealth Advisors LLC | 12 | $596 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 11 | $596 | 0.00% | +11 | New |
| Kessler Investment Group, LLC | 15 | $812 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 16 | $866 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 18 | $974 | 0.00% | +18 | New |
| VitalStone Financial, LLC | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $1.00K | 0.00% | +14+175.0% | Added |
| Caldwell Sutter Capital, Inc. | 19 | $1.03K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 19 | $1.03K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 19 | $1.03K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 19 | $1.03K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $1.03K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 21 | $1.14K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 23 | $1.25K | 0.00% | +10+76.9% | Added |
| McIlrath & Eck, LLC | 24 | $1.30K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 25 | $1.35K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 28 | $1.51K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $1.62K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 31 | $1.68K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 31 | $1.69K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 32 | $1.73K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 33 | $1.79K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 36 | $1.97K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 36 | $2.00K | 0.00% | −36−50.0% | Reduced |
| First PREMIER Bank | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 37 | $2.01K | 0.00% | +9+32.1% | Added |
| South State Corp. | 39 | $2.11K | 0.00% | −231−85.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 39 | $2.11K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 39 | $2.11K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 39 | $2.11K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 39 | $2.11K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 41 | $2.22K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 41 | $2.22K | 0.00% | +41 | New |
| Tompkins Financial Corp | 42 | $2.27K | 0.00% | 00.0% | Unchanged |
| American National Bank | 45 | $2.44K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 48 | $2.60K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 49 | $2.65K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 62 | $2.78K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 56 | $3.00K | 0.00% | +56 | New |
| Newbridge Financial Services Group, Inc. | 59 | $3.19K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $3.19K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 60 | $3.25K | 0.00% | −18−23.1% | Reduced |
| FinTrust Capital Advisors, LLC | 87 | $3.50K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 66 | $3.57K | 0.00% | +66 | New |
| First Personal Financial Services | 67 | $3.63K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 72 | $3.90K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 79 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 77 | $4.17K | 0.00% | +7+10.0% | Added |
| Northwest Investment Counselors, LLC | 79 | $4.28K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 79 | $4.28K | 0.00% | +79 | New |
| Grove Bank & Trust | 80 | $4.33K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 83 | $4.49K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 84 | $4.54K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 90 | $4.87K | 0.00% | +12+15.4% | Added |
| WealthPLAN Partners, LLC | 91 | $4.92K | 0.00% | −122−57.3% | Reduced |
| Thompson Investment Management, Inc. | 92 | $4.98K | 0.00% | +92 | New |
| TD Ameritrade Investment Management, LLC | 97 | $5.00K | 0.00% | −3,901−97.6% | Reduced |
| Loomis Sayles & Co L P | 85 | $5.00K | 0.00% | −200−70.2% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 88 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 96 | $5.20K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 1,583 | $5.20K | 0.00% | +1,487+1,549.0% | Added |
| Plante Moran Financial Advisors, LLC | 99 | $5.36K | 0.00% | −101−50.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 100 | $5.41K | 0.00% | 00.0% | Unchanged |
| AM Squared Ltd | 100 | $5.41K | 0.01% | +100 | New |
| Live Oak Investment Partners | – | $5.68K | 0.00% | – | – |
| Creative Financial Designs Inc | 107 | $5.79K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 111 | $6.01K | 0.00% | −4−3.5% | Reduced |
| Financial Freedom, LLC | 112 | $6.04K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 115 | $6.22K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 118 | $6.38K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 119 | $6.43K | 0.00% | +1+0.8% | Added |
| Contravisory Investment Management, Inc. | 121 | $6.55K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 123 | $6.66K | 0.00% | +28+29.5% | Added |
| Stonebridge Capital Advisors LLC | 126 | $6.79K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 127 | $6.87K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 191 | $7.00K | 0.00% | −69−26.5% | Reduced |
| Tucker Asset Management LLC | 138 | $7.47K | 0.00% | +138 | New |
| Centerpoint Advisors, LLC | 147 | $8.00K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 157 | $8.00K | 0.00% | +39+33.1% | Added |
| Bangor Savings Bank | 148 | $8.01K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 149 | $8.06K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 149 | $8.06K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 54 | $8.47K | 0.04% | +14+35.0% | Added |