| Winch Advisory Services, LLC | 12 | $0 | 0.00% | −11−47.8% | Reduced |
| James Investment Research Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 10 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 13 | $0 | 0.00% | +13 | New |
| Front Row Advisors LLC | 10 | $0 | 0.00% | +10 | New |
| Perkins Coie Trust Co | 1 | $27 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1 | $27 | 0.00% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 2 | $70 | 0.00% | −11,022−100.0% | Reduced |
| WestEnd Advisors, LLC | 3 | $84 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 3 | $84 | 0.00% | −5−62.5% | Reduced |
| Byrne Asset Management LLC | 3 | $84 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 5 | $140 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $140 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 28 | $164 | 0.00% | +28 | New |
| Bellwether Advisors, LLC | 6 | $167 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 6 | $168 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 6 | $168 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 7 | $196 | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 8 | $223 | 0.00% | +8 | New |
| Norway Savings Bank | 9 | $251 | 0.00% | +9 | New |
| Trifecta Capital Advisors, LLC | 9 | $251 | 0.00% | +9 | New |
| West Paces Advisors Inc. | 10 | $279 | 0.00% | 00.0% | Unchanged |
| Madden Securities Corp | 10 | $279 | 0.00% | +10 | New |
| Ruedi Wealth Management, Inc. | 11 | $307 | 0.00% | +11 | New |
| My Personal CFO, LLC | 12 | $335 | 0.00% | +12 | New |
| Richard W. Paul & Associates, LLC | 12 | $341 | 0.00% | +12 | New |
| Costello Asset Management, INC | 13 | $363 | 0.00% | 00.0% | Unchanged |
| BBJS Financial Advisors, LLC | 13 | $363 | 0.00% | +13 | New |
| Mendota Financial Group, LLC | 13 | $375 | 0.00% | +13 | New |
| True Wealth Design, LLC | 15 | $419 | 0.00% | +15 | New |
| Legend Financial Advisors, Inc. | 15 | $420 | 0.00% | +6+66.7% | Added |
| Motco | 16 | $447 | 0.00% | −116−87.9% | Reduced |
| Kraematon Investment Advisors, Inc | 16 | $447 | 0.00% | +16 | New |
| SRS Capital Advisors, Inc. | 16 | $450 | 0.00% | +16 | New |
| Fortis Capital Advisors, LLC | 18 | $503 | 0.00% | +18 | New |
| HHM Wealth Advisors, LLC | 19 | $531 | 0.00% | −5−20.8% | Reduced |
| Raffa Wealth Management, LLC | 19 | $531 | 0.00% | −15−44.1% | Reduced |
| Activest Wealth Management | 16 | $552 | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 20 | $558 | 0.00% | +20 | New |
| Cornerstone Management, Inc. | 21 | $587 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 21 | $587 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 22 | $614 | 0.00% | −376−94.5% | Reduced |
| Clearview Wealth Advisors LLC | 25 | $714 | 0.00% | −2−7.4% | Reduced |
| Grey Fox Wealth Advisors, LLC | 26 | $726 | 0.00% | +26 | New |
| Bromfield Sneider Wealth Advisors | 28 | $782 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 30 | $838 | 0.00% | −214−87.7% | Reduced |
| Washington Trust Advisors, Inc. | 30 | $838 | 0.00% | −149−83.2% | Reduced |
| Stuart Chaussee & Associates, Inc. | 30 | $838 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 30 | $838 | 0.00% | +12+66.7% | Added |
| Tucker Asset Management LLC | 31 | $874 | 0.00% | −20−39.2% | Reduced |
| Emfo, LLC | 32 | $894 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 32 | $894 | 0.00% | +32 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 35 | $978 | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 24 | $1.00K | 0.00% | −156−86.7% | Reduced |
| Bank of New Hampshire | 43 | $1.00K | 0.00% | −89−67.4% | Reduced |
| Pin Oak Investment Advisors Inc | 30 | $1.00K | 0.00% | −60−66.7% | Reduced |
| Avion Wealth | 82 | $1.00K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 25 | $1.00K | 0.00% | −2−7.4% | Reduced |
| Sageworth Trust Co | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 24 | $1.00K | 0.00% | −25−51.0% | Reduced |
| SkyView Investment Advisors, LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 26 | $1.00K | 0.00% | −33−55.9% | Reduced |
| Level Financial Advisors, Inc. | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 42 | $1.00K | 0.00% | −3−6.7% | Reduced |
| Roble, Belko & Company, Inc | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 43 | $1.00K | 0.00% | +43 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 20 | $1.00K | 0.00% | +20 | New |
| Steward Financial Group LLC | 44 | $1.00K | 0.00% | +44 | New |
| Western Pacific Wealth Management, LP | 37 | $1.03K | 0.00% | −800−95.6% | Reduced |
| Assetmark, Inc | 37 | $1.03K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 37 | $1.03K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 39 | $1.09K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 40 | $1.12K | 0.00% | −25−38.5% | Reduced |
| Johnson Financial Group, Inc. | 40 | $1.12K | 0.00% | +23+135.3% | Added |
| Silicon Valley Capital Partners | 40 | $1.12K | 0.00% | +40 | New |
| New Millennium Group LLC | 41 | $1.14K | 0.00% | +4+10.8% | Added |
| American State Bank (Iowa) | 41 | $1.15K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 42 | $1.17K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 43 | $1.20K | 0.00% | +43 | New |
| Glassy Mountain Advisors, Inc. | 48 | $1.34K | 0.00% | +48 | New |
| Orion Capital Management LLC | 50 | $1.40K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 51 | $1.42K | 0.00% | +47+1,175.0% | Added |
| Lee Financial Co | 52 | $1.45K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 52 | $1.45K | 0.00% | +29+126.1% | Added |
| Coppell Advisory Solutions LLC | 52 | $1.45K | 0.00% | +52 | New |
| Coppell Advisory Solutions Corp. | 52 | $1.45K | 0.00% | +52 | New |
| St Germain D J Co Inc | 53 | $1.48K | 0.00% | +53 | New |
| McElhenny Sheffield Capital Management, LLC | 53 | $1.48K | 0.00% | +53 | New |
| Financial Synergies Wealth Advisors, Inc. | 53 | $1.48K | 0.00% | +33+165.0% | Added |
| Godsey & Gibb Associates | 53 | $1.48K | 0.00% | +52+5,200.0% | Added |
| RWM Asset Management, LLC | 54 | $1.50K | 0.00% | −243−81.8% | Reduced |
| Clear Perspectives Financial Planning, LLC | 55 | $1.54K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 58 | $1.62K | 0.00% | 00.0% | Unchanged |
| Phocas Financial Corp. | 58 | $1.62K | 0.00% | +58 | New |
| 1832 Asset Management L.P. | 59 | $1.65K | 0.00% | −6−9.2% | Reduced |