| RE Dickinson Investment Advisors, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Caitlin John, LLC | 1 | $63 | 0.00% | −655−99.8% | Reduced |
| Highline Wealth Partners LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $189 | 0.00% | −409−99.3% | Reduced |
| WestEnd Advisors, LLC | 4 | $251 | 0.00% | −5−55.6% | Reduced |
| Castleview Partners, LLC | 5 | $314 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 5 | $340 | 0.00% | +5 | New |
| Northwest Investment Counselors, LLC | 5 | $341 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 6 | $377 | 0.00% | −196−97.0% | Reduced |
| True Wealth Design, LLC | 6 | $377 | 0.00% | −3−33.3% | Reduced |
| ClariVest Asset Management LLC | 6 | $378 | 0.00% | −2−25.0% | Reduced |
| Tfo-TDC, LLC | 8 | $502 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 9 | $533 | 0.00% | +9 | New |
| Core Alternative Capital | 14 | $879 | 0.00% | −212−93.8% | Reduced |
| NVWM, LLC | 14 | $879 | 0.00% | +14 | New |
| Private Wealth Management Group, LLC | 15 | $943 | 0.00% | −48−76.2% | Reduced |
| Nemes Rush Group LLC | 15 | $943 | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 18 | $1.13K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 18 | $1.13K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 21 | $1.32K | 0.00% | +21 | New |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 24 | $1.50K | 0.00% | +24 | New |
| Adirondack Trust Co | 24 | $1.51K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 24 | $1.51K | 0.00% | +21+700.0% | Added |
| Shelter Mutual Insurance Co | 27 | $1.70K | 0.00% | +27 | New |
| Penserra Capital Management LLC | 42 | $2.00K | 0.00% | −2,425−98.3% | Reduced |
| Iron Horse Wealth Management, LLC | 32 | $2.01K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 40 | $2.51K | 0.00% | +40 | New |
| Kozak & Associates, Inc. | 41 | $2.54K | 0.00% | −562−93.2% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 43 | $2.70K | 0.00% | 00.0% | Unchanged |
| Redmont Wealth Advisors LLC | 43 | $2.70K | 0.00% | +43 | New |
| Dunhill Financial, LLC | 44 | $2.78K | 0.00% | +7+18.9% | Added |
| Eagle Bay Advisors LLC | 45 | $2.83K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 50 | $3.14K | 0.00% | −150−75.0% | Reduced |
| DT Investment Partners, LLC | 52 | $3.27K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 57 | $3.58K | 0.00% | −11−16.2% | Reduced |
| Providence Capital Advisors, LLC | 58 | $3.64K | 0.00% | −58,194−99.9% | Reduced |
| Pineridge Advisors LLC | 59 | $3.71K | 0.00% | −9−13.2% | Reduced |
| Bruce G. Allen Investments, LLC | 60 | $3.77K | 0.00% | −726−92.4% | Reduced |
| Asset Dedication, LLC | 70 | $4.00K | 0.00% | −208−74.8% | Reduced |
| Valley National Advisers Inc | 79 | $4.00K | 0.00% | −66−45.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 65 | $4.08K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 68 | $4.27K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 69 | $4.33K | 0.00% | −1,740−96.2% | Reduced |
| Johnson Financial Group, Inc. | 74 | $4.65K | 0.00% | −5,506−98.7% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 74 | $4.65K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 75 | $4.71K | 0.00% | +75 | New |
| Westside Investment Management, Inc. | 76 | $4.77K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 77 | $4.84K | 0.00% | −205−72.7% | Reduced |
| Register Financial Advisors LLC | 79 | $4.96K | 0.00% | +79 | New |
| Financial Management Professionals, Inc. | 74 | $5.00K | 0.00% | +32+76.2% | Added |
| Macroview Investment Management LLC | 89 | $5.59K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 93 | $5.86K | 0.00% | +84+933.3% | Added |
| ORG Partners LLC | 100 | $6.25K | 0.01% | −2,384−96.0% | Reduced |
| Institutional & Family Asset Management, LLC | 100 | $6.28K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 100 | $6.28K | 0.00% | +100 | New |
| Gould Capital, LLC | 100 | $6.28K | 0.00% | +100 | New |
| Byrne Asset Management LLC | 100 | $6.28K | 0.00% | +100 | New |
| Mendota Financial Group, LLC | 100 | $6.28K | 0.00% | +100 | New |
| Clear Point Advisors Inc. | 100 | $6.28K | 0.01% | +100 | New |
| Meeder Asset Management Inc | 102 | $6.41K | 0.00% | +102 | New |
| First United Bank Trust | 106 | $6.66K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 116 | $7.29K | 0.00% | −466−80.1% | Reduced |
| Harbor Investment Advisory, LLC | 122 | $7.66K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 123 | $7.73K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 129 | $8.10K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 129 | $8.10K | 0.00% | +112+658.8% | Added |
| Scarborough Advisors, LLC | 130 | $8.19K | 0.00% | +1+0.8% | Added |
| Colonial Trust Advisors | 131 | $8.23K | 0.00% | −5−3.7% | Reduced |
| Raffa Wealth Management, LLC | 138 | $8.67K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 140 | $8.79K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 143 | $8.99K | 0.00% | +1+0.7% | Added |
| Bullock Wealth Management Group | 150 | $9.35K | 0.01% | +150 | New |
| MV Capital Management, Inc. | 149 | $9.36K | 0.00% | −181−54.8% | Reduced |
| Carolinas Wealth Consulting LLC | 153 | $9.61K | 0.00% | +44+40.4% | Added |
| MB, Levis & Associates, LLC | 154 | $9.67K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 162 | $10.0K | 0.00% | +162 | New |
| Red Tortoise LLC | 163 | $10.2K | 0.01% | +163 | New |
| Prestige Wealth Management Group LLC | 167 | $10.5K | 0.00% | −3−1.8% | Reduced |
| Insight Financial Services | 175 | $11.0K | 0.01% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 175 | $11.0K | 0.01% | +175 | New |
| Raleigh Capital Management Inc. | 180 | $11.3K | 0.00% | −152−45.8% | Reduced |
| Evermay Wealth Management LLC | 180 | $11.3K | 0.00% | −5−2.7% | Reduced |
| Capital Analysts, LLC | 188 | $12.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 196 | $12.0K | 0.00% | +31+18.8% | Added |
| Sittner & Nelson, LLC | 195 | $12.2K | 0.01% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 200 | $12.6K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 200 | $12.6K | 0.01% | +200 | New |
| RFP Financial Group LLC | 203 | $12.8K | 0.00% | −187−47.9% | Reduced |
| Operose Advisors LLC | 205 | $12.9K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 213 | $13.3K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 226 | $14.2K | 0.00% | +215+1,954.5% | Added |
| Twin Lakes Capital Management, LLC | 238 | $15.0K | 0.01% | +2+0.8% | Added |
| DHJJ Financial Advisors, Ltd. | 239 | $15.0K | 0.01% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 246 | $15.5K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 250 | $15.7K | 0.00% | +50+25.0% | Added |
| Avion Wealth | 252 | $16.0K | 0.00% | +186+281.8% | Added |