| Roble, Belko & Company, Inc | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Westend Capital Management, LLC | 1 | $63 | 0.00% | +1 | New |
| Moisand Fitzgerald Tamayo, LLC | 2 | $127 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 2 | $127 | 0.00% | +2 | New |
| TFC Financial Management | 3 | $190 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 5 | $315 | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 5 | $315 | 0.00% | +5 | New |
| Sugarloaf Wealth Management, LLC | 8 | $504 | 0.00% | −50−86.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 12 | $756 | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 12 | $774 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 14 | $882 | 0.00% | +14 | New |
| New Millennium Group LLC | 14 | $882 | 0.00% | +14 | New |
| FinTrust Capital Advisors, LLC | 14 | $883 | 0.00% | +14 | New |
| Iron Horse Wealth Management, LLC | 16 | $981 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 16 | $1.01K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 16 | $1.01K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 17 | $1.09K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 18 | $1.13K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 18 | $1.14K | 0.00% | −70−79.5% | Reduced |
| Richardson Financial Services Inc. | 20 | $1.26K | 0.00% | +20 | New |
| RFP Financial Group LLC | 24 | $1.51K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 27 | $1.70K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 36 | $2.02K | 0.00% | +25+227.3% | Added |
| Trifecta Capital Advisors, LLC | 33 | $2.08K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 35 | $2.21K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 37 | $2.33K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 38 | $2.38K | 0.00% | +14+58.3% | Added |
| North Star Investment Management Corp. | 39 | $2.46K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 43 | $2.71K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 43 | $2.73K | 0.00% | −20−31.7% | Reduced |
| Highline Wealth Partners LLC | 45 | $2.84K | 0.00% | +45 | New |
| Benjamin F. Edwards & Company, Inc. | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 52 | $3.28K | 0.27% | +2+4.0% | Added |
| New England Capital Financial Advisors LLC | 52 | $3.31K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 54 | $3.40K | 0.00% | −61−53.0% | Reduced |
| Atlas Capital Advisors LLC | 56 | $3.53K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 57 | $3.70K | 0.00% | +57 | New |
| Kelly Financial Services LLC | 61 | $3.85K | 0.00% | +16+35.6% | Added |
| Valued Wealth Advisors LLC | 68 | $4.30K | 0.00% | +19+38.8% | Added |
| JNBA Financial Advisors | 69 | $4.35K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 73 | $4.60K | 0.00% | −12−14.1% | Reduced |
| Laurel Wealth Advisors LLC | 75 | $4.73K | 0.00% | −850−91.9% | Reduced |
| SOA Wealth Advisors, LLC. | 78 | $4.92K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 79 | $4.98K | 0.00% | +18+29.5% | Added |
| Penserra Capital Management LLC | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 85 | $5.00K | 0.00% | +68+400.0% | Added |
| Financial Connections Group, Inc. | 80 | $5.00K | 0.00% | +80 | New |
| Bruce G. Allen Investments, LLC | 81 | $5.11K | 0.00% | −45−35.7% | Reduced |
| Delta Asset Management LLC | 81 | $5.13K | 0.00% | +50+161.3% | Added |
| Frazier Financial Advisors, LLC | 82 | $5.15K | 0.00% | −28−25.5% | Reduced |
| Central Bank & Trust Co | 83 | $5.23K | 0.00% | −56−40.3% | Reduced |
| Northwest Bank & Trust Co | 86 | $5.42K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 91 | $5.49K | 0.00% | +40+78.4% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 88 | $5.72K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 98 | $6.00K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 100 | $6.27K | 0.00% | +100 | New |
| Barrett & Company, Inc. | 100 | $6.30K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $6.30K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 100 | $6.30K | 0.00% | +100 | New |
| Caitlin John, LLC | 100 | $6.32K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 101 | $6.37K | 0.00% | +7+7.4% | Added |
| Bartlett & Co. Wealth Management LLC | 102 | $6.46K | 0.00% | −28−21.5% | Reduced |
| Hallmark Capital Management Inc | 110 | $6.93K | 0.00% | +110 | New |
| Capital Advisors, Ltd. LLC | 110 | $7.00K | 0.00% | +18+19.6% | Added |
| Ridgewood Investments LLC | 113 | $7.11K | 0.00% | +113 | New |
| SJS Investment Consulting Inc. | 113 | $7.12K | 0.00% | +2+1.8% | Added |
| Abound Wealth Management | 113 | $7.13K | 0.00% | −9−7.4% | Reduced |
| Winch Advisory Services, LLC | 113 | $7.15K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 119 | $7.50K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 120 | $7.56K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 120 | $7.56K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 127 | $8.01K | 0.00% | +100+370.4% | Added |
| Washington Trust Advisors, Inc. | 133 | $8.38K | 0.00% | +133 | New |
| Brown, Lisle/Cummings, Inc. | 140 | $8.82K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 141 | $8.89K | 0.00% | +141 | New |
| RE Dickinson Investment Advisors, LLC | 147 | $9.28K | 0.01% | +22+17.6% | Added |
| Duncker Streett & Co Inc | 150 | $9.46K | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 153 | $9.64K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 156 | $10.0K | 0.00% | +156 | New |
| Bare Financial Services, Inc | 171 | $10.4K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 170 | $10.7K | 0.00% | −22−11.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 170 | $10.7K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 171 | $10.8K | 0.00% | +97+131.1% | Added |
| Tucker Asset Management LLC | 174 | $11.0K | 0.00% | +74+74.0% | Added |
| Hanson & Doremus Investment Management | 175 | $11.0K | 0.00% | 00.0% | Unchanged |
| Pingora Partners LLC | 180 | $11.3K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 188 | $11.8K | 0.00% | +13+7.4% | Added |
| Adirondack Trust Co | 190 | $12.0K | 0.00% | +15+8.6% | Added |
| Fortitude Family Office, LLC | 190 | $12.0K | 0.01% | +60+46.2% | Added |
| Washington Trust Co | 195 | $12.3K | 0.00% | +30+18.2% | Added |
| Great Lakes Retirement, Inc. | 196 | $12.4K | 0.00% | +196 | New |
| Park Place Capital Corp | 199 | $12.5K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 200 | $12.6K | 0.01% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 200 | $12.6K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 200 | $12.6K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 200 | $12.6K | 0.01% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $12.6K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 200 | $12.6K | 0.00% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 200 | $12.6K | 0.01% | 00.0% | Unchanged |