| RE Dickinson Investment Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | New |
| Column Capital Advisors, LLC | 1 | $76 | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 4 | $302 | 0.00% | +4 | New |
| Cherry Tree Wealth Management, LLC | 6 | $416 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 8 | $604 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 8 | $605 | 0.00% | +8 | New |
| True Wealth Design, LLC | 9 | $681 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 11 | $832 | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 13 | $982 | 0.00% | +7+116.7% | Added |
| Silicon Valley Capital Partners | 13 | $982 | 0.00% | +13 | New |
| Bollard Group LLC | 15 | $1.00K | 0.00% | +15 | New |
| Nemes Rush Group LLC | 15 | $1.13K | 0.00% | +15 | New |
| Cape Investment Advisory, Inc. | 18 | $1.36K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $1.36K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 20 | $1.51K | 0.00% | +15+300.0% | Added |
| Motco | 23 | $1.74K | 0.00% | +23 | New |
| 25 LLC | 24 | $1.90K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 33 | $2.00K | 0.00% | −97,216−100.0% | Reduced |
| VitalStone Financial, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Adirondack Trust Co | 24 | $2.04K | 0.00% | −26−52.0% | Reduced |
| USA Financial Portformulas Corp | 27 | $2.04K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 29 | $2.19K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 30 | $2.27K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 38 | $2.88K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 41 | $3.10K | 0.00% | −2−4.7% | Reduced |
| Arlington Partners LLC | 42 | $3.17K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 43 | $3.25K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 44 | $3.33K | 0.00% | +30+214.3% | Added |
| Sofos Investments, Inc. | 76 | $3.34K | 0.01% | −4−5.0% | Reduced |
| Tortoise Investment Management, LLC | 45 | $3.40K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 45 | $3.40K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 52 | $4.42K | 0.00% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 60 | $4.53K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 65 | $5.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 68 | $5.14K | 0.00% | 00.0% | Unchanged |
| Mizuho Securities Co. Ltd. | 70 | $5.29K | 0.01% | −1,000−93.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 81 | $6.12K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 82 | $6.20K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 88 | $6.65K | 0.00% | −28−24.1% | Reduced |
| Macroview Investment Management LLC | 89 | $6.72K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 91 | $7.00K | 0.00% | −81−47.1% | Reduced |
| PrairieView Partners, LLC | 94 | $7.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $7.56K | 0.00% | −5−4.8% | Reduced |
| Sound Income Strategies, LLC | 100 | $7.56K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 100 | $7.56K | 0.01% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 101 | $7.63K | 0.00% | −2−1.9% | Reduced |
| Goodman Advisory Group, LLC | 102 | $7.71K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 103 | $7.78K | 0.00% | −69−40.1% | Reduced |
| GeoWealth Management, LLC | 99 | $8.00K | 0.00% | +3+3.1% | Added |
| Fiduciary Alliance LLC | 108 | $8.16K | 0.00% | +108 | New |
| Richard W. Paul & Associates, LLC | 110 | $8.31K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 113 | $8.54K | 0.00% | +8+7.6% | Added |
| Harbor Investment Advisory, LLC | 122 | $9.22K | 0.00% | +36+41.9% | Added |
| Tilia Fiduciary Partners, Inc. | 128 | $9.66K | 0.01% | +25+24.3% | Added |
| Piershale Financial Group, Inc. | 128 | $9.67K | 0.01% | −25−16.3% | Reduced |
| Slocum, Gordon & Co LLP | 129 | $9.75K | 0.01% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 129 | $9.96K | 0.01% | +1+0.8% | Added |
| Carolinas Wealth Consulting LLC | 135 | $10.2K | 0.00% | −53−28.2% | Reduced |
| Tradewinds Capital Management, LLC | 140 | $10.6K | 0.00% | +1+0.7% | Added |
| Hexagon Capital Partners LLC | 141 | $10.7K | 0.00% | −23−14.0% | Reduced |
| Bell Investment Advisors, Inc | 148 | $11.2K | 0.00% | −23−13.5% | Reduced |
| Hallmark Capital Management Inc | 150 | $11.3K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 154 | $11.6K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 154 | $11.6K | 0.00% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 160 | $12.1K | 0.00% | +160 | New |
| M&R Capital Management Inc | 160 | $12.2K | 0.00% | +13+8.8% | Added |
| O'Dell Group, LLC | 166 | $12.5K | 0.00% | +166 | New |
| FinTrust Capital Advisors, LLC | 140 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 175 | $13.0K | 0.00% | +175 | New |
| Prestige Wealth Management Group LLC | 173 | $13.1K | 0.00% | −4,423−96.2% | Reduced |
| Insight Financial Services | 175 | $13.2K | 0.03% | +47+36.7% | Added |
| JFS Wealth Advisors, LLC | 179 | $13.5K | 0.00% | −33−15.6% | Reduced |
| Evermay Wealth Management LLC | 180 | $13.6K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 188 | $14.0K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 195 | $14.7K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 195 | $14.7K | 0.01% | +195 | New |
| Arrow Financial Corp | 200 | $15.1K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $15.1K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $15.1K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $15.1K | 0.01% | +200 | New |
| AXS Investments LLC | 211 | $15.9K | 0.00% | −125−37.2% | Reduced |
| Lowe Wealth Advisors, LLC | 211 | $15.9K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 208 | $16.0K | 0.00% | −1,335−86.5% | Reduced |
| Asset Dedication, LLC | 208 | $16.0K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 214 | $16.2K | 0.01% | +214 | New |
| WFA of San Diego, LLC | 225 | $17.0K | 0.02% | +225 | New |
| Fairfield Financial Advisors, LTD | 229 | $17.3K | 0.01% | +2+0.9% | Added |
| Nalls Sherbakoff Group, LLC | 246 | $17.4K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 235 | $17.5K | 0.01% | +235 | New |
| Twin Lakes Capital Management, LLC | 235 | $17.7K | 0.01% | +2+0.9% | Added |
| Earnest Partners LLC | 236 | $17.8K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 236 | $17.8K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 242 | $18.3K | 0.00% | −82−25.3% | Reduced |
| Avion Wealth | 254 | $19.0K | 0.00% | +231+1,004.3% | Added |
| Montag A & Associates Inc | 257 | $19.4K | 0.00% | +2+0.8% | Added |
| Sutton Wealth Advisors Inc. | 268 | $20.3K | 0.01% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 273 | $20.6K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 277 | $20.9K | 0.00% | 00.0% | Unchanged |