| Financial Management Professionals, Inc. | 26 | $0 | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 13 | $0 | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 32 | $0 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 1 | $18 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 1 | $19 | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1 | $19 | 0.00% | +1 | New |
| Godsey & Gibb Associates | 1 | $20 | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 2 | $38 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 2 | $38 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $39 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $39 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 3 | $57 | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 3 | $57 | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 3 | $61 | 0.00% | −10−76.9% | Reduced |
| Richardson Financial Services Inc. | 3 | $62 | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 4 | $76 | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 4 | $77 | 0.00% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 4 | $77 | 0.00% | +4 | New |
| Beaird Harris Wealth Management, LLC | 5 | $96 | 0.00% | −54−91.5% | Reduced |
| South State Corp. | 5 | $96 | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 5 | $96 | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 6 | $114 | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 6 | $116 | 0.00% | +6 | New |
| Legend Financial Advisors, Inc. | 7 | $134 | 0.00% | −18−72.0% | Reduced |
| WR Wealth Planners, LLC | 7 | $134 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 7 | $134 | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 8 | $145 | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 8 | $152 | 0.00% | 00.0% | Unchanged |
| Motco | 8 | $153 | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 8 | $153 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 9 | $172 | 0.00% | +9 | New |
| Darwin Advisors, LLC | 10 | $187 | 0.00% | +10 | New |
| Centennial Bank | 10 | $191 | 0.00% | −18−64.3% | Reduced |
| Future Financial Wealth Managment LLC | 10 | $191 | 0.00% | +10 | New |
| GPS Wealth Strategies Group, LLC | 11 | $210 | 0.00% | +4+57.1% | Added |
| Strengthening Families & Communities, LLC | 12 | $227 | 0.00% | −8−40.0% | Reduced |
| Crewe Advisors LLC | 12 | $230 | 0.00% | −18−60.0% | Reduced |
| Western Pacific Wealth Management, LP | 12 | $230 | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 12 | $243 | 0.00% | +3+33.3% | Added |
| Atlantic Trust, LLC | 15 | $287 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 15 | $287 | 0.00% | +15 | New |
| Compass Wealth Management LLC | 16 | $307 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 18 | $348 | 0.00% | −3−14.3% | Reduced |
| Cornerstone Planning Group LLC | 21 | $367 | 0.00% | −4−16.0% | Reduced |
| Country Trust Bank | 20 | $383 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 20 | $383 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $383 | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 22 | $400 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 21 | $402 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 24 | $459 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 24 | $459 | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 24 | $459 | 0.00% | +24 | New |
| PSI Advisors, LLC | 25 | $460 | 0.00% | −5−16.7% | Reduced |
| Pacific Center for Financial Services | 24 | $460 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 24 | $464 | 0.00% | +3+14.3% | Added |
| Central Pacific Bank - Trust Division | 25 | $478 | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 25 | $479 | 0.00% | +20+400.0% | Added |
| Clear Point Advisors Inc. | 28 | $535 | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 28 | $536 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 28 | $536 | 0.00% | +28 | New |
| Mendota Financial Group, LLC | 29 | $557 | 0.00% | +20+222.2% | Added |
| Tucker Asset Management LLC | 30 | $574 | 0.00% | −1−3.2% | Reduced |
| Tradewinds Capital Management, LLC | 30 | $574 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 30 | $574 | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 30 | $574 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 31 | $592 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 34 | $609 | 0.00% | +1+3.0% | Added |
| Bank of New Hampshire | 32 | $612 | 0.00% | −34−51.5% | Reduced |
| SWAN Capital LLC | 32 | $612 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 33 | $632 | 0.00% | −5−13.2% | Reduced |
| Miller Wealth Advisors, LLC | 37 | $651 | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 35 | $669 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 35 | $670 | 0.00% | −105−75.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 35 | $670 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 35 | $670 | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 36 | $689 | 0.00% | −102−73.9% | Reduced |
| Abound Wealth Management | 39 | $742 | 0.00% | −11−22.0% | Reduced |
| New Millennium Group LLC | 39 | $743 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 40 | $765 | 0.00% | −26−39.4% | Reduced |
| Horizons Wealth Management | 42 | $803 | 0.00% | 00.0% | Unchanged |
| Evergreen Private Wealth LLC | 42 | $803 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 42 | $804 | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 45 | $854 | 0.00% | +1+2.3% | Added |
| Hara Capital LLC | 45 | $861 | 0.00% | +45 | New |
| Fairscale Capital, LLC | 46 | $880 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 46 | $880 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 46 | $880 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 49 | $934 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 50 | $957 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 50 | $957 | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 50 | $957 | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 51 | $976 | 0.00% | +51 | New |
| Horizon Bancorp Inc | 66 | $1.00K | 0.00% | −41−38.3% | Reduced |
| TSFG, LLC | 67 | $1.00K | 0.00% | −13−16.3% | Reduced |
| GW&K Investment Management, LLC | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 66 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 55 | $1.00K | 0.00% | +55 | New |
| Planning Capital Management Corp | 54 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 56 | $1.07K | 0.00% | 00.0% | Unchanged |