| Ronald Blue Trust, Inc. | 36 | $0 | 0.00% | −61−62.9% | Reduced |
| Winch Advisory Services, LLC | 25 | $0 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 45 | $0 | 0.00% | +11+32.4% | Added |
| Financial Connections Group, Inc. | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 1 | $11 | 0.00% | −22−95.7% | Reduced |
| Iron Horse Wealth Management, LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1 | $12 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 2 | $22 | 0.00% | −100−98.0% | Reduced |
| Coastal Capital Group, Inc. | 3 | $34 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $34 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $34 | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 4 | $45 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 7 | $75 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 7 | $79 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 8 | $90 | 0.00% | +8 | New |
| Lumature Wealth Partners, LLC | 9 | $101 | 0.00% | +9 | New |
| Berkshire Capital Holdings Inc | 10 | $112 | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 10 | $112 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 10 | $117 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 11 | $123 | 0.00% | +4+57.1% | Added |
| Schubert & Co | 12 | $135 | 0.00% | −1−7.7% | Reduced |
| Northwest Investment Counselors, LLC | 15 | $168 | 0.00% | +15 | New |
| Ten Capital Wealth Advisors, LLC | 19 | $213 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 19 | $214 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 20 | $224 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 22 | $246 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 22 | $247 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, Inc. | 23 | $258 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 26 | $291 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 26 | $291 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 30 | $337 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 34 | $381 | 0.00% | +17+100.0% | Added |
| Ravenstone Capital Management Inc. | 35 | $392 | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 35 | $393 | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 36 | $404 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 36 | $404 | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 40 | $448 | 0.00% | −10−20.0% | Reduced |
| First Financial Corp | 42 | $470 | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 42 | $471 | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 45 | $504 | 0.00% | −400−89.9% | Reduced |
| Kistler-Tiffany Companies, LLC | 45 | $505 | 0.00% | −2−4.3% | Reduced |
| Assetmark, Inc | 46 | $516 | 0.00% | −47−50.5% | Reduced |
| McIlrath & Eck, LLC | 46 | $516 | 0.00% | +46 | New |
| New England Capital Financial Advisors LLC | 50 | $561 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 50 | $561 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 50 | $561 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 50 | $561 | 0.00% | +50 | New |
| WealthPLAN Partners, LLC | 50 | $561 | 0.00% | +50 | New |
| Versant Capital Management, Inc | 55 | $617 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 57 | $639 | 0.00% | −282−83.2% | Reduced |
| WealthPlan Investment Management, LLC | 58 | $650 | 0.00% | +58 | New |
| WR Wealth Planners, LLC | 66 | $740 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 67 | $751 | 0.05% | −32−32.3% | Reduced |
| JFS Wealth Advisors, LLC | 68 | $763 | 0.00% | +20+41.7% | Added |
| Cedar Mountain Advisors, LLC | 74 | $830 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 75 | $841 | 0.00% | +50+200.0% | Added |
| Quent Capital, LLC | 76 | $852 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 77 | $864 | 0.00% | −153−66.5% | Reduced |
| Dividend Assets Capital, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 101 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 93 | $1.01K | 0.00% | −48−34.0% | Reduced |
| PSI Advisors, LLC | 100 | $1.12K | 0.00% | −110−52.4% | Reduced |
| Atlantic Trust, LLC | 100 | $1.12K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 100 | $1.12K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $1.12K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 100 | $1.12K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 100 | $1.12K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 100 | $1.12K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 100 | $1.12K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 100 | $1.12K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $1.12K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 100 | $1.12K | 0.00% | +100 | New |
| Cape Investment Advisory, Inc. | 100 | $1.12K | 0.00% | +100 | New |
| AllSquare Wealth Management LLC | 103 | $1.16K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 103 | $1.16K | 0.00% | +103 | New |
| Financial Freedom, LLC | 125 | $1.40K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 125 | $1.40K | 0.00% | 00.0% | Unchanged |
| Kalos Management, Inc. | 125 | $1.40K | 0.00% | +125 | New |
| Concord Wealth Partners | 145 | $1.63K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 150 | $1.68K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 154 | $1.73K | 0.00% | +125+431.0% | Added |
| Zions Bancorporation, N.A. | 163 | $1.83K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 205 | $2.00K | 0.00% | 00.0% | Unchanged |
| EMC Capital Management | 180 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 165 | $2.00K | 0.00% | +88+114.3% | Added |
| GPS Wealth Strategies Group, LLC | 179 | $2.01K | 0.00% | +179 | New |
| Costello Asset Management, INC | 190 | $2.13K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 199 | $2.23K | 0.00% | −438−68.8% | Reduced |
| Peoples Financial Services Corp. | 200 | $2.24K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $2.24K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 205 | $2.30K | 0.00% | +205 | New |
| Register Financial Advisors LLC | 210 | $2.35K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 211 | $2.37K | 0.00% | +46+27.9% | Added |
| Truvestments Capital LLC | 222 | $2.49K | 0.00% | −324−59.3% | Reduced |