| PrairieView Partners, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 9 | $332 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $368 | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 10 | $368 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 10 | $369 | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 19 | $700 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 20 | $737 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 20 | $737 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $737 | 0.00% | +20 | New |
| American Capital Advisory, LLC | 20 | $737 | 0.00% | +20 | New |
| TFC Financial Management | 21 | $774 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 25 | $921 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 25 | $921 | 0.00% | +25 | New |
| Asset Dedication, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 27 | $1.02K | 0.00% | +27 | New |
| Jackson, Grant Investment Advisers, Inc. | 28 | $1.03K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $1.11K | 0.00% | +4+15.4% | Added |
| Sachetta, LLC | 30 | $1.11K | 0.00% | +30 | New |
| Evermay Wealth Management LLC | 32 | $1.18K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 32 | $1.19K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 33 | $1.22K | 0.00% | +33 | New |
| Sunbelt Securities, Inc. | 38 | $1.40K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 45 | $1.66K | 0.00% | −19−29.7% | Reduced |
| Venturi Wealth Management, LLC | 45 | $1.66K | 0.00% | +45 | New |
| TD Private Client Wealth LLC | 47 | $1.73K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 50 | $1.84K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 50 | $1.84K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 50 | $1.84K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 54 | $1.99K | 0.00% | +54 | New |
| ClariVest Asset Management LLC | 67 | $2.47K | 0.00% | −132,109−99.9% | Reduced |
| Red Tortoise LLC | 68 | $2.50K | 0.00% | +68 | New |
| Garner Asset Management Corp | 77 | $2.56K | 0.00% | +77 | New |
| Global Wealth Strategies & Associates | 70 | $2.58K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 73 | $2.69K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 74 | $2.73K | 0.00% | +74 | New |
| Bartlett & Co. Wealth Management LLC | 80 | $2.98K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 80 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 89 | $3.09K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 88 | $3.24K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 89 | $3.28K | 0.00% | +89 | New |
| RFP Financial Group LLC | 96 | $3.54K | 0.00% | +96 | New |
| Washington Trust Co | 100 | $3.68K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $3.68K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $3.68K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $3.68K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 100 | $3.68K | 0.00% | +100 | New |
| Key Financial Inc | 104 | $3.83K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 107 | $3.94K | 0.00% | +17+18.9% | Added |
| Fortitude Family Office, LLC | 107 | $3.94K | 0.00% | +107 | New |
| Benjamin F. Edwards & Company, Inc. | 110 | $4.00K | 0.00% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 118 | $4.35K | 0.00% | +118 | New |
| Atlas Capital Advisors LLC | 125 | $4.61K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 132 | $4.88K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 147 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 135 | $5.00K | 0.00% | +1+0.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 145 | $5.34K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 146 | $5.36K | 0.00% | +90+160.7% | Added |
| Quarry LP | 147 | $5.42K | 0.00% | +2+1.4% | Added |
| Robbins Farley LLC | 150 | $5.53K | 0.00% | −150−50.0% | Reduced |
| Cypress Capital Management LLC (WY) | 150 | $5.53K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 151 | $5.56K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 154 | $5.67K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 156 | $5.75K | 0.00% | +68+77.3% | Added |
| Adirondack Trust Co | 165 | $5.98K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 172 | $6.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 176 | $6.48K | 0.00% | −62−26.1% | Reduced |
| Richardson Capital Management LLC | 180 | $6.62K | 0.01% | +180 | New |
| Oliver Lagore Vanvalin Investment Group | 181 | $6.67K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 192 | $7.07K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 200 | $7.37K | 0.00% | −600−75.0% | Reduced |
| Trust Co of Vermont | 200 | $7.37K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 200 | $7.37K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $7.37K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $7.37K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 200 | $7.37K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 205 | $7.55K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 209 | $7.69K | 0.00% | +1+0.5% | Added |
| AdvisorNet Financial, Inc | 215 | $7.92K | 0.00% | −15−6.5% | Reduced |
| Cape Investment Advisory, Inc. | 225 | $8.29K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 229 | $8.43K | 0.00% | −14,074−98.4% | Reduced |
| Bruce G. Allen Investments, LLC | 229 | $8.44K | 0.01% | +229 | New |
| Umb Bank N A | 241 | $8.88K | 0.00% | −149−38.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 232 | $9.00K | 0.01% | +232 | New |
| Gradient Investments LLC | 247 | $9.10K | 0.00% | −39−13.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 248 | $9.14K | 0.00% | +248 | New |
| Bradley & Co. Private Wealth Management, LLC | 250 | $9.21K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 256 | $9.43K | 0.01% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 268 | $9.87K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 254 | $10.0K | 0.00% | −19−7.0% | Reduced |
| Arlington Partners LLC | 278 | $10.2K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 278 | $10.2K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 279 | $10.3K | 0.00% | +1+0.4% | Added |
| Sound Income Strategies, LLC | 280 | $10.3K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 289 | $10.6K | 0.01% | −19−6.2% | Reduced |
| First Horizon Advisors, Inc. | 294 | $10.8K | 0.00% | +26+9.7% | Added |
| New England Capital Financial Advisors LLC | 294 | $10.8K | 0.01% | +1+0.3% | Added |
| Hazlett, Burt & Watson, Inc. | 304 | $11.0K | 0.01% | +1+0.3% | Added |
| RE Dickinson Investment Advisors, LLC | 300 | $11.0K | 0.01% | 00.0% | Unchanged |