| Country Trust Bank | 150 | $13.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 150 | $13.0K | 0.00% | +98+188.5% | Added |
| GW&K Investment Management, LLC | 148 | $13.0K | 0.00% | −24−14.0% | Reduced |
| NBT Bank N A | 146 | $12.7K | 0.00% | +146 | New |
| Whittier Trust Co of Nevada Inc | 140 | $12.4K | 0.00% | 00.0% | Unchanged |
| Raiffeisen Bank International AG | 140 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 127 | $11.0K | 0.00% | −13−9.3% | Reduced |
| Cetera Trust Company, N.A | 123 | $10.7K | 0.01% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 115 | $10.6K | 0.01% | −74−39.2% | Reduced |
| Private Trust Co NA | 119 | $10.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 119 | $10.3K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 119 | $10.3K | 0.00% | +94+376.0% | Added |
| Arlington Trust Co LLC | 119 | $10.3K | 0.00% | +119 | New |
| JFS Wealth Advisors, LLC | 116 | $10.1K | 0.00% | +20+20.8% | Added |
| Twin Lakes Capital Management, LLC | 116 | $10.1K | 0.00% | +1+0.9% | Added |
| Washington Trust Advisors, Inc. | 112 | $9.73K | 0.00% | −127−53.1% | Reduced |
| Bruce G. Allen Investments, LLC | 109 | $9.47K | 0.01% | +21+23.9% | Added |
| E Fund Management (Hong Kong) Co., Ltd. | 109 | $9.47K | 0.00% | +106+3,533.3% | Added |
| Center for Financial Planning, Inc. | 105 | $9.12K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 104 | $9.08K | 0.00% | −4,114−97.5% | Reduced |
| Fortitude Family Office, LLC | 99 | $8.60K | 0.00% | −79−44.4% | Reduced |
| Scarborough Advisors, LLC | 97 | $8.43K | 0.00% | +97 | New |
| Private Wealth Asset Management, LLC | 96 | $8.34K | 0.00% | −2−2.0% | Reduced |
| S&T Bank | 96 | $8.34K | 0.00% | +24+33.3% | Added |
| Financial Perspectives, Inc | 90 | $7.82K | 0.00% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 88 | $7.52K | 0.00% | +88 | New |
| City State Bank | 86 | $7.47K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 86 | $7.47K | 0.00% | +11+14.7% | Added |
| Rational Advisors LLC | 84 | $7.29K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 84 | $7.29K | 0.00% | +11+15.1% | Added |
| Financial Management Professionals, Inc. | 84 | $7.29K | 0.00% | +43+104.9% | Added |
| Richardson Capital Management LLC | 84 | $7.29K | 0.00% | +79+1,580.0% | Added |
| Kemnay Advisory Services Inc. | 83 | $7.21K | 0.00% | +32+62.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 82 | $7.12K | 0.00% | −120−59.4% | Reduced |
| Sunbelt Securities, Inc. | 80 | $6.95K | 0.00% | +6+8.1% | Added |
| Adirondack Trust Co | 79 | $6.86K | 0.00% | −11−12.2% | Reduced |
| Strengthening Families & Communities, LLC | 76 | $6.58K | 0.00% | +76 | New |
| Kilter Group LLC | 73 | $6.34K | 0.00% | +41+128.1% | Added |
| Bell Investment Advisors, Inc | 68 | $5.91K | 0.00% | −16−19.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 67 | $5.82K | 0.00% | +67 | New |
| Sound Income Strategies, LLC | 67 | $5.75K | 0.00% | −22−24.7% | Reduced |
| True Wealth Design, LLC | 66 | $5.73K | 0.00% | −8−10.8% | Reduced |
| Darwin Advisors, LLC | 64 | $5.57K | 0.00% | +1+1.6% | Added |
| McIlrath & Eck, LLC | 63 | $5.47K | 0.00% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 59 | $5.10K | 0.00% | −250−80.9% | Reduced |
| ZRC Wealth Management, LLC | 58 | $5.04K | 0.00% | +58 | New |
| American National Bank | 57 | $4.95K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 55 | $4.78K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 53 | $4.60K | 0.00% | −3−5.4% | Reduced |
| Johnson Financial Group, Inc. | 51 | $4.43K | 0.00% | −765−93.8% | Reduced |
| Torren Management, LLC | 51 | $4.41K | 0.00% | −559−91.6% | Reduced |
| United Financial Planning Group LLC | 49 | $4.25K | 0.00% | +49 | New |
| Cornerstone Planning Group LLC | 49 | $4.14K | 0.00% | −26−34.7% | Reduced |
| DT Investment Partners, LLC | 47 | $4.08K | 0.00% | −140−74.9% | Reduced |
| Ogorek Anthony Joseph | 48 | $4.00K | 0.00% | −42−46.7% | Reduced |
| Hanson & Doremus Investment Management | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 43 | $3.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 42 | $3.65K | 0.00% | +5+13.5% | Added |
| Lloyd Advisory Services, LLC. | 41 | $3.58K | 0.00% | +41 | New |
| Kingdom Financial Group LLC. | 41 | $3.58K | 0.00% | +41 | New |
| Westfuller Advisors, LLC | 41 | $3.56K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 40 | $3.47K | 0.00% | −29−42.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 37 | $3.21K | 0.00% | +8+27.6% | Added |
| CrossGen Wealth, LLC | 36 | $3.15K | 0.00% | 00.0% | Unchanged |
| Dorato Capital Management | 35 | $3.10K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 35 | $3.04K | 0.00% | −286−89.1% | Reduced |
| Boreal Capital Management LLC | 35 | $3.04K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 34 | $2.95K | 0.00% | −30−46.9% | Reduced |
| TD Capital Management LLC | 34 | $2.95K | 0.00% | +34 | New |
| SHP Wealth Management | 34 | $2.95K | 0.00% | +34 | New |
| Bogart Wealth, LLC | 33 | $2.87K | 0.00% | +25+312.5% | Added |
| MTM Investment Management, LLC | 30 | $2.60K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 30 | $2.60K | 0.00% | +6+25.0% | Added |
| Abound Wealth Management | 29 | $2.52K | 0.00% | −32−52.5% | Reduced |
| Private Wealth Management Group, LLC | 29 | $2.52K | 0.00% | −89−75.4% | Reduced |
| Gilpin Wealth Management, LLC | 29 | $2.52K | 0.00% | +29 | New |
| Hamrick Investment Counsel, llc | 29 | $2.52K | 0.00% | +29 | New |
| Activest Wealth Management | 29 | $2.52K | 0.00% | +20+222.2% | Added |
| Whipplewood Advisors, LLC | 28 | $2.43K | 0.00% | +28 | New |
| Prestige Wealth Management Group LLC | 26 | $2.26K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 26 | $2.26K | 0.00% | +26 | New |
| Innovative Asset Advisors Group, LLC | 26 | $2.26K | 0.00% | +26 | New |
| International Assets Investment Management, LLC | 26 | $2.22K | 0.00% | +26 | New |
| Evermay Wealth Management LLC | 25 | $2.17K | 0.00% | 00.0% | Unchanged |
| Granite FO LLC | 25 | $2.17K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 24 | $2.08K | 0.00% | +3+14.3% | Added |
| Marquette Asset Management, LLC | 24 | $2.08K | 0.00% | +24 | New |
| Rialto Wealth Management, LLC | 23 | $2.00K | 0.00% | +8+53.3% | Added |
| Estabrook Capital Management | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| TopTier Wealth Management, LLC | 23 | $2.00K | 0.00% | +23 | New |
| Advocate Investing Services LLC | 21 | $1.82K | 0.00% | 00.0% | Unchanged |
| Osbon Capital Management LLC | 20 | $1.74K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 20 | $1.74K | 0.00% | +8+66.7% | Added |
| Wall Street Financial Group, Inc. | 20 | $1.74K | 0.00% | +20 | New |
| Burk Holdings LLC | 19 | $1.65K | 0.00% | +19 | New |
| First Pacific Financial | 18 | $1.56K | 0.00% | +18 | New |
| Dogwood Wealth Management LLC | 18 | $1.56K | 0.00% | −12−40.0% | Reduced |
| Brown, Lisle/Cummings, Inc. | 18 | $1.56K | 0.00% | +18 | New |
