| PrairieView Partners, LLC | 8 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Logan Capital Management Inc | 1 | $119 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1 | $119 | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 1 | $119 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $119 | 0.00% | +1 | New |
| Mendota Financial Group, LLC | 1 | $119 | 0.00% | +1 | New |
| LGT Financial Advisors LLC | 2 | $237 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $238 | 0.00% | +2 | New |
| New Millennium Group LLC | 3 | $356 | 0.00% | −11,554−100.0% | Reduced |
| Claris Advisors, LLC | 3 | $356 | 0.00% | +3 | New |
| Riverview Trust Co | 4 | $474 | 0.00% | +4 | New |
| First Personal Financial Services | 5 | $593 | 0.00% | +5 | New |
| Kelly Lawrence W & Associates Inc | 7 | $830 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 7 | $830 | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 7 | $830 | 0.00% | +7 | New |
| Financial Network Wealth Advisors LLC | 7 | $830 | 0.00% | +7 | New |
| Bray Capital Advisors | 8 | $958 | 0.00% | −2−20.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 8 | $965 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.19K | 0.00% | −34,750−100.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 10 | $1.19K | 0.00% | −1,725−99.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 10 | $1.19K | 0.00% | +10 | New |
| Laurel Wealth Advisors LLC | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 11 | $1.30K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $1.46K | 0.00% | +7+140.0% | Added |
| DT Investment Partners, LLC | 14 | $1.66K | 0.00% | +14 | New |
| Highline Wealth Partners LLC | 15 | $1.78K | 0.00% | −23−60.5% | Reduced |
| Brown Brothers Harriman & Co | 19 | $2.25K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 19 | $2.25K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 19 | $2.25K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 19 | $2.25K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 19 | $2.25K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 19 | $2.25K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 19 | $2.27K | 0.00% | +19 | New |
| Pacifica Partners Inc. | 20 | $2.37K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 21 | $2.49K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 25 | $2.96K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 22 | $3.00K | 0.00% | −5−18.5% | Reduced |
| Fortis Group Advisors, LLC | 28 | $3.32K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 28 | $3.32K | 0.00% | +28 | New |
| Abound Wealth Management | 29 | $3.41K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 30 | $3.56K | 0.00% | −57−65.5% | Reduced |
| Stone House Investment Management, LLC | 30 | $3.56K | 0.00% | +30 | New |
| Stephens Consulting, LLC | 30 | $3.56K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 32 | $3.79K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 32 | $3.83K | 0.00% | +4+14.3% | Added |
| Avion Wealth | 37 | $4.00K | 0.00% | +11+42.3% | Added |
| Trust Co of Vermont | 36 | $4.27K | 0.00% | +36 | New |
| Copeland Capital Management, LLC | 37 | $4.39K | 0.00% | +37 | New |
| Financial Perspectives, Inc | 39 | $4.62K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 39 | $4.62K | 0.00% | +39 | New |
| Cape Investment Advisory, Inc. | 41 | $4.86K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 42 | $4.98K | 0.00% | +42 | New |
| First PREMIER Bank | 39 | $5.00K | 0.00% | −34−46.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 45 | $5.33K | 0.00% | +39+650.0% | Added |
| Delta Asset Management LLC | 49 | $5.81K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 50 | $5.93K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 50 | $5.93K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 52 | $6.00K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 51 | $6.05K | 0.00% | +12+30.8% | Added |
| City State Bank | 53 | $6.28K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 59 | $6.99K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 65 | $7.73K | 0.00% | +2+3.2% | Added |
| Robinswood Financial LLC | 66 | $7.82K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 70 | $8.30K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 70 | $8.30K | 0.00% | −15−17.6% | Reduced |
| Richardson Capital Management LLC | 72 | $8.54K | 0.01% | 00.0% | Unchanged |
| Tompkins Financial Corp | 79 | $9.37K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 79 | $9.37K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 79 | $9.37K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 79 | $9.37K | 0.00% | +79 | New |
| Grove Bank & Trust | 80 | $9.48K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 80 | $9.49K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 89 | $10.6K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 90 | $10.7K | 0.01% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 92 | $10.9K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 93 | $11.0K | 0.01% | −17−15.5% | Reduced |
| Pension & Wealth Management Advisors, Inc. | 96 | $11.4K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 99 | $11.7K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 100 | $11.9K | 0.00% | +100 | New |
| American Capital Advisory, LLC | 100 | $11.9K | 0.01% | +100 | New |
| FinTrust Capital Advisors, LLC | 104 | $12.3K | 0.00% | +24+30.0% | Added |
| American National Bank | 105 | $12.4K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 107 | $12.7K | 0.00% | +64+148.8% | Added |
| JFS Wealth Advisors, LLC | 108 | $12.8K | 0.00% | +2+1.9% | Added |
| FNY Investment Advisers, LLC | 110 | $13.0K | 0.01% | −7,893−98.6% | Reduced |
| Financial Freedom, LLC | 112 | $13.3K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 113 | $13.4K | 0.01% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 114 | $13.5K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 116 | $13.8K | 0.00% | +17+17.2% | Added |
| Valley National Advisers Inc | 119 | $14.0K | 0.00% | −10−7.8% | Reduced |
| Contravisory Investment Management, Inc. | 121 | $14.3K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 124 | $14.7K | 0.00% | −94−43.1% | Reduced |
| McIlrath & Eck, LLC | 129 | $15.3K | 0.00% | −151−53.9% | Reduced |
| Ashton Thomas Securities, LLC | 132 | $15.6K | 0.00% | +132 | New |
| Darwin Advisors, LLC | 135 | $16.0K | 0.00% | +135 | New |
| WealthCollab, LLC | 135 | $16.0K | 0.01% | +36+36.4% | Added |
| CNB Bank | 137 | $16.2K | 0.01% | +137 | New |