| Strategic Wealth Partners, Ltd. | 0 | $14 | 0.00% | 0 | Unchanged |
| Darwin Advisors, LLC | 0 | $18 | 0.00% | 0 | New |
| Plante Moran Financial Advisors, LLC | 1 | $205 | 0.00% | −89−98.9% | Reduced |
| Freestone Grove Partners LP | 1 | $205 | 0.00% | −3−75.0% | Reduced |
| Creative Financial Designs Inc | 1 | $205 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1 | $205 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 1 | $205 | 0.00% | +1 | New |
| Redwood Park Advisors LLC | 1 | $206 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 1 | $206 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 1 | $206 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 2 | $410 | 0.00% | −19−90.5% | Reduced |
| Mascoma Wealth Management LLC | 2 | $410 | 0.00% | −5−71.4% | Reduced |
| Morton Brown Family Wealth, LLC | 2 | $410 | 0.00% | +2 | New |
| Financial Consulate, Inc | 2 | $411 | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 3 | $615 | 0.00% | −12−80.0% | Reduced |
| United Community Bank | 3 | $615 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $615 | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 3 | $615 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $616 | 0.00% | −21−87.5% | Reduced |
| Breakwater Investment Management | 3 | $616 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 3 | $616 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 3 | $617 | 0.00% | 00.0% | Unchanged |
| Leo H. Evart, Inc. | 4 | $820 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 4 | $821 | 0.00% | −1−20.0% | Reduced |
| Hoey Investments, Inc | 4 | $821 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 4 | $821 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 4 | $821 | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 5 | $1.02K | 0.00% | −2−28.6% | Reduced |
| Nemes Rush Group LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5 | $1.02K | 0.00% | 00.0% | Unchanged |
| Persistent Asset Partners Ltd | 5 | $1.02K | 0.00% | +5 | New |
| Chelsea Counsel Co | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| PlanVest Financial, Inc | 5 | $1.04K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 6 | $1.23K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 6 | $1.23K | 0.00% | +6 | New |
| Provenance Wealth Advisors, LLC | 6 | $1.23K | 0.00% | +6 | New |
| NVWM, LLC | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 7 | $1.44K | 0.00% | +5+250.0% | Added |
| Valued Wealth Advisors LLC | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.44K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 7 | $1.44K | 0.00% | +7 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $1.63K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 8 | $1.64K | 0.00% | −40−83.3% | Reduced |
| Trust Co | 8 | $1.64K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $1.64K | 0.00% | +8 | New |
| NBT Bank N A | 9 | $1.84K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 10 | $2.05K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 10 | $2.05K | 0.00% | +3+42.9% | Added |
| Clark Wealth Partners | 11 | $2.26K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $2.46K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $2.46K | 0.00% | +4+50.0% | Added |
| Park Place Capital Corp | 14 | $2.87K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 14 | $2.87K | 0.00% | +11+366.7% | Added |
| Elevated Capital Advisors, LLC | 14 | $2.88K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 14 | $2.88K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 15 | $3.08K | 0.00% | −1−6.3% | Reduced |
| Anchor Investment Management, LLC | 15 | $3.08K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 15 | $3.08K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 15 | $3.08K | 0.00% | +15 | New |
| Harbor Investment Advisory, LLC | 16 | $3.28K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 16 | $3.28K | 0.00% | 00.0% | Unchanged |
| Benson Wealth Management INC | 17 | $3.49K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 19 | $3.90K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 19 | $3.90K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 20 | $4.10K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 20 | $4.10K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 20 | $4.10K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 20 | $4.10K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 20 | $4.10K | 0.00% | +20 | New |
| New England Capital Financial Advisors LLC | 21 | $4.23K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 21 | $4.31K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 25 | $5.13K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 25 | $5.13K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 25 | $5.13K | 0.00% | +5+25.0% | Added |
| TFC Financial Management | 25 | $5.13K | 0.00% | +5+25.0% | Added |
| Dunhill Financial, LLC | 25 | $5.23K | 0.00% | −2−7.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 26 | $5.33K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 27 | $5.54K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 27 | $5.54K | 0.00% | +27 | New |
| Wolff Wiese Magana LLC | 27 | $5.54K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 30 | $6.15K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 30 | $6.15K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 31 | $6.34K | 0.00% | +1+3.3% | Added |
| Highline Wealth Partners LLC | 32 | $6.58K | 0.00% | −2−5.9% | Reduced |
| Strengthening Families & Communities, LLC | 32 | $6.65K | 0.00% | +2+6.7% | Added |
| Beacon Investment Advisory Services, Inc. | 33 | $6.77K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 34 | $6.95K | 0.00% | −144−80.9% | Reduced |
| J.Safra Asset Management Corp | 35 | $7.18K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 36 | $7.38K | 0.00% | +36 | New |
| Rialto Wealth Management, LLC | 36 | $7.38K | 0.00% | +16+80.0% | Added |
| Webster Bank, N. A. | 37 | $7.59K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 39 | $8.00K | 0.00% | +9+30.0% | Added |
| Hanson & Doremus Investment Management | 40 | $8.00K | 0.00% | 00.0% | Unchanged |