| RE Dickinson Investment Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | New |
| ZRC Wealth Management, LLC | 0 | $11 | 0.00% | 0 | Unchanged |
| NewSquare Capital LLC | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $72 | 0.00% | 00.0% | Unchanged |
| Rockbridge Investment Management, LCC | 1 | $73 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 3 | $227 | 0.00% | +3 | New |
| Trust Co of Vermont | 4 | $289 | 0.00% | +4 | New |
| Castleview Partners, LLC | 5 | $361 | 0.00% | +5 | New |
| Foster Dykema Cabot & Partners, LLC | 5 | $361 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 5 | $362 | 0.00% | −10−66.7% | Reduced |
| ClariVest Asset Management LLC | 8 | $578 | 0.00% | −25−75.8% | Reduced |
| Tfo-TDC, LLC | 8 | $578 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 9 | $650 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $650 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $650 | 0.00% | +1+12.5% | Added |
| Bogart Wealth, LLC | 11 | $794 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 15 | $1.09K | 0.00% | −95−86.4% | Reduced |
| Tucker Asset Management LLC | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $1.23K | 0.00% | −3−15.0% | Reduced |
| Adirondack Trust Co | 24 | $1.27K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $1.57K | 0.00% | +8+61.5% | Added |
| West Paces Advisors Inc. | 25 | $1.81K | 0.00% | −57−69.5% | Reduced |
| Lee Financial Co | 25 | $1.81K | 0.00% | +25 | New |
| VisionPoint Advisory Group, LLC | 26 | $1.88K | 0.00% | −202−88.6% | Reduced |
| SJS Investment Consulting Inc. | 30 | $2.17K | 0.00% | −18−37.5% | Reduced |
| Iron Horse Wealth Management, LLC | 32 | $2.31K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 32 | $2.31K | 0.00% | +32 | New |
| Dunhill Financial, LLC | 37 | $2.68K | 0.00% | +37 | New |
| DT Investment Partners, LLC | 52 | $2.91K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 42 | $3.00K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 42 | $3.03K | 0.00% | +42 | New |
| Jackson, Grant Investment Advisers, Inc. | 43 | $3.10K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 44 | $3.18K | 0.00% | +44 | New |
| Tortoise Investment Management, LLC | 45 | $3.25K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 45 | $3.25K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 45 | $3.25K | 0.00% | +45 | New |
| Ritter Daniher Financial Advisory LLC | 50 | $3.61K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 58 | $4.19K | 0.00% | −42−42.0% | Reduced |
| Acima Private Wealth, LLC | 60 | $4.33K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 63 | $4.55K | 0.00% | +63 | New |
| Moisand Fitzgerald Tamayo, LLC | 65 | $4.70K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 68 | $4.88K | 0.00% | +68 | New |
| Edmond de Rothschild Holding S.A. | 68 | $4.91K | 0.00% | −10,350−99.3% | Reduced |
| Park Place Capital Corp | 68 | $4.91K | 0.00% | −57−45.6% | Reduced |
| Avion Wealth | 66 | $5.00K | 0.00% | +5+8.2% | Added |
| Turtle Creek Wealth Advisors, LLC | 70 | $5.05K | 0.00% | +70 | New |
| Vermillion & White Wealth Management Group, LLC | 74 | $5.34K | 0.01% | +74 | New |
| Westside Investment Management, Inc. | 76 | $5.49K | 0.00% | 00.0% | Unchanged |
| Close Asset Management Ltd | 80 | $6.00K | 0.00% | −820−91.1% | Reduced |
| Long Island Wealth Management, Inc. | 89 | $6.00K | 0.00% | +89 | New |
| Macroview Investment Management LLC | 89 | $6.43K | 0.01% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 91 | $7.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 97 | $7.01K | 0.01% | +97 | New |
| Institutional & Family Asset Management, LLC | 100 | $7.22K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 100 | $7.22K | 0.00% | +100 | New |
| nVerses Capital, LLC | – | $7.22K | 0.02% | – | New |
| First United Bank Trust | 106 | $7.66K | 0.00% | +106 | New |
| Carolinas Wealth Consulting LLC | 109 | $7.87K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 110 | $7.94K | 0.00% | +110 | New |
| Morton Brown Family Wealth, LLC | 115 | $8.30K | 0.00% | +115 | New |
| Frazier Financial Advisors, LLC | 116 | $8.38K | 0.01% | +116 | New |
| Harbor Investment Advisory, LLC | 122 | $8.81K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 123 | $8.88K | 0.01% | +123 | New |
| Slocum, Gordon & Co LLP | 129 | $9.32K | 0.01% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 129 | $9.32K | 0.00% | +129 | New |
| Hexagon Capital Partners LLC | 133 | $9.61K | 0.00% | −8−5.7% | Reduced |
| Colonial Trust Advisors | 136 | $9.82K | 0.00% | +24+21.4% | Added |
| Raffa Wealth Management, LLC | 138 | $9.97K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 145 | $10.0K | 0.00% | +70+93.3% | Added |
| Cullen/Frost Bankers, Inc. | 140 | $10.1K | 0.00% | −1,600−92.0% | Reduced |
| Tradewinds Capital Management, LLC | 142 | $10.2K | 0.00% | +1+0.7% | Added |
| Hobbs Group Advisors, LLC | 144 | $10.4K | 0.00% | +144 | New |
| Hallmark Capital Management Inc | 150 | $10.8K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 154 | $11.1K | 0.01% | 00.0% | Unchanged |
| O'Dell Group, LLC | 166 | $12.0K | 0.00% | +166 | New |
| GW&K Investment Management, LLC | 165 | $12.0K | 0.00% | +2+1.2% | Added |
| Prestige Wealth Management Group LLC | 170 | $12.3K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 175 | $12.6K | 0.02% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 185 | $13.4K | 0.00% | +5+2.8% | Added |
| Capital Analysts, LLC | 188 | $14.0K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 195 | $14.1K | 0.01% | 00.0% | Unchanged |
| Clean Yield Group | 195 | $14.1K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 196 | $14.1K | 0.01% | −52−21.0% | Reduced |
| Arrow Financial Corp | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 200 | $14.4K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $14.4K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $14.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 202 | $14.6K | 0.00% | +8+4.1% | Added |
| Operose Advisors LLC | 205 | $14.8K | 0.01% | −190−48.1% | Reduced |
| Lowe Wealth Advisors, LLC | 211 | $15.2K | 0.01% | 00.0% | Unchanged |
| Main Street Group, LTD | 213 | $15.4K | 0.01% | +213 | New |
| Core Alternative Capital | 226 | $16.3K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 231 | $16.7K | 0.01% | +1+0.4% | Added |
| Bell Investment Advisors, Inc | 235 | $17.0K | 0.00% | +41+21.1% | Added |