| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Summit Wealth Group, LLC | 22,678 | $0 | 0.00% | +22,678 | New |
| Sofos Investments, Inc. | 115 | $19 | 0.00% | −31−21.2% | Reduced |
| American National Bank | 3 | $497 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $497 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 3 | $497 | 0.00% | +3 | New |
| Koesten, Hirschmann & Crabtree, INC. | 3 | $497 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $662 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 6 | $993 | 0.00% | +6 | New |
| TSFG, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 6 | $1.01K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 7 | $1.18K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $1.32K | 0.00% | −55−87.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 9 | $1.49K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 10 | $1.66K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 11 | $1.82K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 11 | $1.82K | 0.00% | +11 | New |
| Okabena Investment Services Inc | 16 | $1.93K | 0.00% | −64−80.0% | Reduced |
| RE Dickinson Investment Advisors, LLC | 13 | $2.00K | 0.00% | +13 | New |
| Ten Capital Wealth Advisors, LLC | 13 | $2.15K | 0.00% | +6+85.7% | Added |
| Exchange Traded Concepts, LLC | 14 | $2.32K | 0.00% | −13−48.1% | Reduced |
| RFP Financial Group LLC | 14 | $2.43K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 15 | $2.48K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 15 | $2.48K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 16 | $2.65K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 16 | $2.65K | 0.00% | +16 | New |
| Pointe Capital Management LLC | 16 | $2.65K | 0.00% | +16 | New |
| MCF Advisors LLC | 16 | $2.65K | 0.00% | −10−38.5% | Reduced |
| Winch Advisory Services, LLC | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 18 | $3.07K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 19 | $3.10K | 0.00% | +19 | New |
| Plante Moran Financial Advisors, LLC | 19 | $3.15K | 0.00% | −107−84.9% | Reduced |
| Grey Fox Wealth Advisors, LLC | 19 | $3.15K | 0.00% | +19 | New |
| CoreFirst Bank & Trust | 20 | $3.31K | 0.00% | −17−45.9% | Reduced |
| Schubert & Co | 20 | $3.31K | 0.00% | +10+100.0% | Added |
| Accel Wealth Management | 20 | $3.33K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 23 | $3.81K | 0.00% | +23 | New |
| ICA Group Wealth Management, LLC | 24 | $3.99K | 0.00% | 00.0% | Unchanged |
| Trust Co | 25 | $4.14K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $4.14K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 28 | $4.63K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 30 | $4.97K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 30 | $4.97K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 30 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 31 | $5.13K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 43 | $7.12K | 0.00% | +43 | New |
| Ellevest, Inc. | 46 | $7.65K | 0.00% | −69−60.0% | Reduced |
| Grove Bank & Trust | 47 | $7.78K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 50 | $8.28K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 50 | $8.30K | 0.00% | +50 | New |
| Wolff Wiese Magana LLC | 52 | $8.61K | 0.01% | −5−8.8% | Reduced |
| Institutional & Family Asset Management, LLC | 52 | $8.61K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $8.64K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 54 | $8.94K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 54 | $8.94K | 0.00% | +54 | New |
| WealthPLAN Partners, LLC | 55 | $9.10K | 0.00% | +55 | New |
| IAG Wealth Partners, LLC | 63 | $10.4K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 65 | $10.8K | 0.00% | +6+10.2% | Added |
| Financial Management Professionals, Inc. | 65 | $11.0K | 0.00% | −15−18.8% | Reduced |
| Transamerica Financial Advisors, Inc. | 65 | $11.0K | 0.00% | +65 | New |
| New Millennium Group LLC | 68 | $11.3K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 72 | $11.9K | 0.00% | +16+28.6% | Added |
| Pacifica Partners Inc. | 72 | $12.0K | 0.01% | +72 | New |
| Global Trust Asset Management, LLC | 73 | $12.1K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 75 | $12.4K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 75 | $12.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 75 | $12.4K | 0.01% | +75 | New |
| AllSquare Wealth Management LLC | 76 | $12.6K | 0.01% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 79 | $13.0K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 80 | $13.2K | 0.00% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 83 | $13.7K | 0.00% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 83 | $13.7K | 0.01% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 90 | $14.9K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 96 | $15.0K | 0.00% | +16+20.0% | Added |
| TFC Financial Management | 91 | $15.1K | 0.00% | +4+4.6% | Added |
| Column Capital Advisors, LLC | 93 | $15.4K | 0.00% | +34+57.6% | Added |
| Ahrens Investment Partners LLC | 96 | $16.0K | 0.01% | +96 | New |
| Sittner & Nelson, LLC | 100 | $16.6K | 0.01% | +80+400.0% | Added |
| GPS Wealth Strategies Group, LLC | 100 | $16.6K | 0.00% | +100 | New |
| Capital Advisors, Ltd. LLC | 102 | $17.0K | 0.00% | −10−8.9% | Reduced |
| Ridgewood Investments LLC | 103 | $17.1K | 0.01% | +103 | New |
| Baker Avenue Asset Management, LP | 111 | $18.4K | 0.00% | −6−5.1% | Reduced |
| EverSource Wealth Advisors, LLC | 111 | $18.4K | 0.00% | +51+85.0% | Added |
| Pin Oak Investment Advisors Inc | 116 | $19.0K | 0.02% | 00.0% | Unchanged |
| Abound Wealth Management | 115 | $19.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 119 | $19.7K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 122 | $20.2K | 0.01% | +67+121.8% | Added |
| Gould Capital, LLC | 124 | $20.5K | 0.02% | +23+22.8% | Added |
| Barrett & Company, Inc. | 125 | $20.7K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 126 | $20.9K | 0.01% | +54+75.0% | Added |
| First Personal Financial Services | 132 | $21.9K | 0.01% | 00.0% | Unchanged |
| Ashburton (Jersey) Ltd | 131 | $22.0K | 0.01% | 00.0% | Unchanged |
| United Community Bank | 136 | $22.5K | 0.02% | −674−83.2% | Reduced |
| Silicon Valley Capital Partners | 137 | $22.7K | 0.00% | +137 | New |
| Earnest Partners LLC | 140 | $23.2K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 145 | $24.0K | 0.01% | 00.0% | Unchanged |