| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 4 | $0 | 0.00% | +4 | New |
| DecisionPoint Financial, LLC | 2 | $126 | 0.00% | +2 | New |
| Centiva Capital, LP | 5 | $315 | 0.00% | −72,341−100.0% | Reduced |
| Cedar Wealth Management, LLC | 6 | $378 | 0.00% | 00.0% | Unchanged |
| Align Wealth Management, LLC | 10 | $614 | 0.00% | +10 | New |
| Wolff Wiese Magana LLC | 10 | $630 | 0.00% | −5−33.3% | Reduced |
| Tanglewood Legacy Advisors, LLC | 10 | $630 | 0.00% | +10 | New |
| Rise Advisors, LLC | 10 | $634 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $756 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 13 | $819 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 13 | $819 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Optimum Investment Advisors | 16 | $1.01K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 19 | $1.20K | 0.00% | +19 | New |
| Truvestments Capital LLC | 20 | $1.26K | 0.00% | +20 | New |
| Column Capital Advisors, LLC | 23 | $1.45K | 0.00% | +23 | New |
| Cornerstone Planning Group LLC | 23 | $1.51K | 0.00% | +23 | New |
| Stonebridge Capital Advisors LLC | 27 | $1.70K | 0.00% | −253−90.4% | Reduced |
| Raffa Wealth Management, LLC | 27 | $1.70K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 27 | $1.70K | 0.00% | +27 | New |
| Delta Asset Management LLC | 31 | $1.98K | 0.00% | +31 | New |
| Jones Financial Companies LLLP | 28 | $2.00K | 0.00% | +28 | New |
| PFS Partners, LLC | 32 | $2.01K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 32 | $2.02K | 0.00% | −52−61.9% | Reduced |
| Retirement Financial Solutions, LLC | 32 | $2.02K | 0.00% | +32 | New |
| Trifecta Capital Advisors, LLC | 33 | $2.08K | 0.00% | +33 | New |
| West Paces Advisors Inc. | 38 | $2.39K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 39 | $2.46K | 0.00% | +39 | New |
| Country Trust Bank | 41 | $2.58K | 0.00% | +41 | New |
| Kelly Financial Services LLC | 45 | $2.83K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 46 | $2.90K | 0.00% | −171−78.8% | Reduced |
| Penserra Capital Management LLC | 50 | $3.00K | 0.00% | −16,152−99.7% | Reduced |
| Kozak & Associates, Inc. | 54 | $3.00K | 0.00% | +1+1.9% | Added |
| Key Financial Inc | 50 | $3.07K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 50 | $3.15K | 0.00% | +50 | New |
| GoalVest Advisory LLC | 53 | $3.34K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 57 | $3.59K | 0.00% | +57 | New |
| Sugarloaf Wealth Management, LLC | 58 | $3.65K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 61 | $3.84K | 0.00% | +61 | New |
| Capital Advisors, Ltd. LLC | 56 | $4.00K | 0.00% | −15−21.1% | Reduced |
| Affiance Financial, LLC | 66 | $4.16K | 0.00% | +66 | New |
| RWM Asset Management, LLC | 67 | $4.22K | 0.00% | +67 | New |
| JNBA Financial Advisors | 69 | $4.35K | 0.00% | +29+72.5% | Added |
| Piershale Financial Group, Inc. | 70 | $4.41K | 0.00% | +70 | New |
| McElhenny Sheffield Capital Management, LLC | 71 | $4.47K | 0.00% | +71 | New |
| Baldwin Brothers Inc | 75 | $4.72K | 0.00% | +75 | New |
| Laurel Wealth Advisors LLC | 75 | $4.72K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 80 | $5.04K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 80 | $5.04K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 81 | $5.10K | 0.00% | −42−34.1% | Reduced |
| Fiduciary Alliance LLC | 83 | $5.23K | 0.00% | +83 | New |
| Tfo-TDC, LLC | 40 | $5.27K | 0.00% | +40 | New |
| Koesten, Hirschmann & Crabtree, INC. | 88 | $5.54K | 0.00% | +88 | New |
| Advanced Asset Management Advisors Inc | 90 | $5.67K | 0.00% | +90 | New |
| BerganKDV Wealth Management, LLC | 91 | $5.76K | 0.00% | −49−35.0% | Reduced |
| Bellevue Asset Management, LLC | 100 | $6.26K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $6.30K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 100 | $6.30K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 100 | $6.30K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 110 | $6.93K | 0.00% | −90−45.0% | Reduced |
| Clear Perspectives Financial Planning, LLC | 111 | $6.99K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 113 | $7.12K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 115 | $7.24K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 116 | $7.31K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 63 | $7.34K | 0.08% | −913−93.5% | Reduced |
| Old Second National Bank of Aurora | 120 | $7.56K | 0.00% | +120 | New |
| Johnson Financial Group, Inc. | 125 | $7.87K | 0.00% | −25−16.7% | Reduced |
| Carolinas Wealth Consulting LLC | 125 | $7.92K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 134 | $8.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 123 | $8.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 128 | $8.00K | 0.00% | +3+2.4% | Added |
| Dark Forest Capital Management LP | 129 | $8.13K | 0.00% | +74+134.5% | Added |
| Larson Financial Group LLC | 132 | $8.31K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 132 | $8.31K | 0.00% | +132 | New |
| Baker Avenue Asset Management, LP | 138 | $8.69K | 0.00% | +138 | New |
| Brown, Lisle/Cummings, Inc. | 140 | $8.82K | 0.00% | −19−11.9% | Reduced |
| GHP Investment Advisors, Inc. | 141 | $8.88K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 155 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 150 | $9.00K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 135 | $9.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $9.45K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 150 | $9.45K | 0.00% | 00.0% | Unchanged |
| WD Rutherford LLC | 150 | $9.45K | 0.01% | +65+76.5% | Added |
| Savior LLC | 152 | $9.59K | 0.01% | +152 | New |
| Distillate Capital Partners LLC | 155 | $9.76K | 0.91% | +155 | New |
| Smithfield Trust Co | 158 | $10.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 178 | $11.0K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 175 | $11.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 169 | $11.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 183 | $11.5K | 0.00% | −3−1.6% | Reduced |
| Abound Wealth Management | 188 | $11.8K | 0.01% | +13+7.4% | Added |
| Zullo Investment Group, Inc. | 190 | $12.0K | 0.01% | +10+5.6% | Added |
| Cambridge Trust Co | 189 | $12.0K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 124 | $12.0K | 0.01% | −97−43.9% | Reduced |
| Plante Moran Financial Advisors, LLC | 200 | $12.6K | 0.00% | −1,000−83.3% | Reduced |
| First Financial Corp | 200 | $12.6K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $12.6K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $12.6K | 0.01% | 00.0% | Unchanged |