| First Command Advisory Services, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | Unchanged |
| PSI Advisors, LLC | 1 | $506 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $922 | 0.00% | −9−81.8% | Reduced |
| Main Street Group, LTD | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 2 | $1.01K | 0.00% | +2 | New |
| Lynx Investment Advisory | 2 | $1.01K | 0.00% | +2 | New |
| TD Capital Management LLC | 2 | $1.01K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 3 | $1.52K | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $2.02K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 4 | $2.02K | 0.00% | +4 | New |
| Thomas J. Herzfeld Advisors, Inc. | 4 | $2.02K | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 4 | $2.02K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 4 | $2.22K | 0.00% | −45−91.8% | Reduced |
| FPC Investment Advisory, Inc. | 4 | $2.23K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $2.52K | 0.00% | −5−50.0% | Reduced |
| North Star Investment Management Corp. | 5 | $2.53K | 0.00% | −12−70.6% | Reduced |
| Providence Capital Advisors, LLC | 5 | $2.53K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 5 | $2.53K | 0.00% | +3+150.0% | Added |
| Johnson Financial Group, Inc. | 5 | $2.53K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 5 | $2.53K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 6 | $3.01K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 6 | $3.04K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 6 | $3.04K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $3.04K | 0.00% | +6 | New |
| Annapolis Financial Services, LLC | 7 | $3.54K | 0.00% | −37−84.1% | Reduced |
| JJJ Advisors Inc. | 7 | $3.54K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 7 | $3.54K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7 | $3.54K | 0.00% | +7 | New |
| Cedar Wealth Management, LLC | 8 | $4.05K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 8 | $4.05K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 9 | $4.55K | 0.00% | +9 | New |
| Abich Financial Wealth Management LLC | 9 | $4.55K | 0.00% | +9 | New |
| Financial Network Wealth Advisors LLC | 9 | $4.58K | 0.00% | +9 | New |
| First Community Trust NA | 10 | $5.06K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 11 | $5.56K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 11 | $5.56K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 12 | $6.07K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 12 | $6.07K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 12 | $6.07K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 13 | $6.58K | 0.00% | +13 | New |
| Bangor Savings Bank | 13 | $6.58K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 13 | $6.66K | 0.00% | +2+18.2% | Added |
| Cetera Trust Company, N.A | 15 | $7.59K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 15 | $7.59K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $7.59K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 16 | $8.00K | 0.00% | +1+6.7% | Added |
| Roble, Belko & Company, Inc | 15 | $8.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 17 | $8.60K | 0.01% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 17 | $8.60K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $8.60K | 0.00% | +2+13.3% | Added |
| McMahon Financial Advisors, LLC | 17 | $8.60K | 0.00% | +17 | New |
| Picton Mahoney Asset Management | 17 | $9.00K | 0.00% | +17 | New |
| RFP Financial Group LLC | 18 | $9.11K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 18 | $9.11K | 0.01% | +18 | New |
| GoalVest Advisory LLC | 20 | $10.1K | 0.00% | −50−71.4% | Reduced |
| Silicon Valley Capital Partners | 20 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 21 | $10.6K | 0.00% | −17−44.7% | Reduced |
| Archer Investment Corp | 21 | $10.6K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 21 | $10.6K | 0.00% | +21 | New |
| Hoey Investments, Inc | 21 | $10.6K | 0.00% | −4−16.0% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 22 | $11.0K | 0.00% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 22 | $11.1K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 23 | $11.6K | 0.00% | +23 | New |
| Kathleen S. Wright Associates Inc. | 24 | $12.1K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 25 | $12.6K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 25 | $12.6K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 25 | $12.6K | 0.01% | +25 | New |
| Castleview Partners, LLC | 26 | $13.2K | 0.01% | +10+62.5% | Added |
| Abound Wealth Management | 26 | $13.4K | 0.00% | −2−7.1% | Reduced |
| Empirical Asset Management, LLC | 13,080 | $14.1K | 0.01% | +13,080 | New |
| WR Wealth Planners, LLC | 29 | $14.7K | 0.00% | +4+16.0% | Added |
| Semmax Financial Advisors Inc. | 26 | $14.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $15.2K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 30 | $15.2K | 0.00% | +18+150.0% | Added |
| Creekmur Asset Management LLC | 30 | $15.3K | 0.00% | −2−6.3% | Reduced |
| Tucker Asset Management LLC | 32 | $16.2K | 0.00% | +16+100.0% | Added |
| Fairway Wealth LLC | 33 | $16.7K | 0.01% | +33 | New |
| Caitlin John, LLC | 33 | $16.9K | 0.01% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 34 | $17.2K | 0.01% | −73−68.2% | Reduced |
| Harbor Investment Advisory, LLC | 34 | $17.2K | 0.00% | −19−35.8% | Reduced |
| LGT Financial Advisors LLC | 34 | $17.2K | 0.04% | +34 | New |
| Coppell Advisory Solutions LLC | 35 | $17.7K | 0.00% | +35 | New |
| Key Financial Inc | 36 | $18.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 37 | $18.7K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 37 | $18.7K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 38 | $19.2K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 39 | $19.7K | 0.01% | +39 | New |
| Cornerstone Planning Group LLC | 39 | $19.7K | 0.01% | +14+56.0% | Added |
| Arcadia Investment Advisors LLC | 40 | $20.2K | 0.01% | −32−44.4% | Reduced |
| BFSG, LLC | 41 | $20.7K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 42 | $21.2K | 0.00% | +26+162.5% | Added |
| Versant Capital Management, Inc | 42 | $21.2K | 0.01% | +30+250.0% | Added |
| Chilton Capital Management LLC | 44 | $22.3K | 0.00% | −35−44.3% | Reduced |
| Center for Financial Planning, Inc. | 46 | $23.3K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 48 | $24.0K | 0.00% | +6+14.3% | Added |
| Hallmark Capital Management Inc | 48 | $24.3K | 0.00% | +48 | New |
| Gables Capital Management Inc. | 49 | $24.8K | 0.01% | 00.0% | Unchanged |
| Addison Advisors LLC | 49 | $24.8K | 0.01% | +49 | New |
| REAP Financial Group, LLC | 49 | $24.8K | 0.01% | +27+122.7% | Added |