| First Command Advisory Services, Inc. | 3 | $0 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| PSI Advisors, LLC | 1 | $556 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 2 | $1.00K | 0.00% | +2 | New |
| Main Street Group, LTD | 2 | $1.10K | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 2 | $1.11K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $1.11K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 2 | $1.11K | 0.00% | +2 | New |
| TD Capital Management LLC | 2 | $1.11K | 0.00% | +2 | New |
| Frazier Financial Advisors, LLC | 3 | $1.67K | 0.00% | +1+50.0% | Added |
| Ulland Investment Advisors, LLC | 4 | $2.00K | 0.00% | +4 | New |
| FPC Investment Advisory, Inc. | 4 | $2.19K | 0.00% | +4 | New |
| Motco | 4 | $2.22K | 0.00% | −6−60.0% | Reduced |
| Valued Wealth Advisors LLC | 4 | $2.22K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $2.22K | 0.00% | +4 | New |
| Johnson Financial Group, Inc. | 5 | $2.78K | 0.00% | −7−58.3% | Reduced |
| TFC Financial Management | 5 | $2.78K | 0.00% | +1+25.0% | Added |
| Providence Capital Advisors, LLC | 5 | $2.78K | 0.00% | +5 | New |
| Core Alternative Capital | 6 | $3.33K | 0.00% | −40−87.0% | Reduced |
| Contravisory Investment Management, Inc. | 6 | $3.33K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 6 | $3.33K | 0.00% | +6 | New |
| American Capital Advisory, LLC | 11 | $3.70K | 0.00% | +9+450.0% | Added |
| JJJ Advisors Inc. | 7 | $3.89K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 7 | $3.89K | 0.01% | +7 | New |
| Front Row Advisors LLC | 8 | $4.45K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 8 | $4.45K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 8 | $4.45K | 0.00% | +8 | New |
| Venturi Wealth Management, LLC | 9 | $5.00K | 0.00% | +1+12.5% | Added |
| Granite FO LLC | 9 | $5.29K | 0.00% | +9 | New |
| First Community Trust NA | 10 | $5.56K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 10 | $5.56K | 0.00% | +3+42.9% | Added |
| Dunhill Financial, LLC | 11 | $5.87K | 0.00% | +2+22.2% | Added |
| Fortis Group Advisors, LLC | 11 | $6.11K | 0.00% | −11−50.0% | Reduced |
| ICA Group Wealth Management, LLC | 11 | $6.11K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 12 | $6.67K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 12 | $6.67K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 12 | $6.67K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 12 | $6.67K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 12 | $6.67K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 12 | $6.67K | 0.01% | +12 | New |
| Sofos Investments, Inc. | 12 | $6.84K | 0.00% | +12 | Added |
| Gradient Investments LLC | 13 | $7.22K | 0.00% | −255−95.1% | Reduced |
| Bangor Savings Bank | 13 | $7.22K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 15 | $8.34K | 0.00% | −1−6.3% | Reduced |
| Fortitude Family Office, LLC | 15 | $8.34K | 0.01% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 15 | $8.34K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 15 | $8.34K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $8.34K | 0.00% | +2+15.4% | Added |
| SJS Investment Consulting Inc. | 15 | $8.34K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 16 | $8.89K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 16 | $8.89K | 0.00% | +11+220.0% | Added |
| HighMark Wealth Management LLC | 11 | $8.89K | 0.01% | +11 | New |
| Pacific Capital Wealth Advisors, Inc | 16 | $8.89K | 0.00% | +16 | New |
| Avion Wealth | 15 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 17 | $9.45K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 17 | $9.45K | 0.00% | +12+240.0% | Added |
| Wolff Wiese Magana LLC | 17 | $9.45K | 0.01% | −5−22.7% | Reduced |
| RFP Financial Group LLC | 18 | $10.0K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 20 | $11.2K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 21 | $11.7K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 22 | $12.2K | 0.00% | −1,266−98.3% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 22 | $12.2K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 22 | $12.3K | 0.00% | −153−87.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 24 | $13.3K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 25 | $13.4K | 0.00% | −3−10.7% | Reduced |
| Hoey Investments, Inc | 25 | $13.9K | 0.00% | −50−66.7% | Reduced |
| Raffa Wealth Management, LLC | 25 | $13.9K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 25 | $13.9K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 25 | $13.9K | 0.00% | +25 | New |
| Semmax Financial Advisors Inc. | 26 | $14.4K | 0.00% | +23+766.7% | Added |
| Abound Wealth Management | 28 | $15.3K | 0.01% | +2+7.7% | Added |
| Prestige Wealth Management Group LLC | 30 | $16.7K | 0.00% | −1−3.2% | Reduced |
| Creekmur Asset Management LLC | 32 | $17.9K | 0.01% | +2+6.7% | Added |
| Caitlin John, LLC | 33 | $18.6K | 0.01% | −2−5.7% | Reduced |
| Key Financial Inc | 36 | $20.0K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $20.6K | 0.00% | +1+2.8% | Added |
| Atlantic Trust, LLC | 37 | $20.6K | 0.01% | +37 | New |
| Cullen/Frost Bankers, Inc. | 38 | $21.1K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 38 | $21.1K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 41 | $22.8K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 42 | $23.0K | 0.00% | −1−2.3% | Reduced |
| Annapolis Financial Services, LLC | 44 | $24.5K | 0.01% | +37+528.6% | Added |
| Sachetta, LLC | 54 | $24.9K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 46 | $25.6K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 49 | $26.4K | 0.02% | −8−14.0% | Reduced |
| Gables Capital Management Inc. | 49 | $27.2K | 0.02% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 50 | $27.8K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 53 | $29.5K | 0.00% | +20+60.6% | Added |
| Cherry Tree Wealth Management, LLC | 54 | $30.0K | 0.01% | −27−33.3% | Reduced |
| Northwest Investment Counselors, LLC | 55 | $30.6K | 0.01% | +55 | New |
| Oakworth Capital, Inc. | 56 | $31.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 57 | $32.0K | 0.02% | −1−1.7% | Reduced |
| Solstein Capital, LLC | 58 | $32.2K | 0.02% | 00.0% | Unchanged |
| First United Bank Trust | 59 | $32.8K | 0.01% | −3−4.8% | Reduced |
| Pacific Center for Financial Services | 59 | $32.8K | 0.01% | +9+18.0% | Added |
| Ofi Invest Asset Management | 65 | $33.5K | 0.00% | −3−4.4% | Reduced |
| Proffitt & Goodson Inc | 63 | $35.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 64 | $35.3K | 0.02% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 64 | $35.6K | 0.02% | 00.0% | Unchanged |