| Ellevest, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 5 | $480 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $575 | 0.00% | +6 | New |
| NFJ Investment Group, LLC | 14 | $1.00K | 0.00% | −5,737−99.8% | Reduced |
| Sierra Capital LLC | 10 | $1.00K | 0.00% | −32−76.2% | Reduced |
| Advocacy Wealth Management Services, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cribstone Capital Management, LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Morton Brown Family Wealth, LLC | 13 | $1.00K | 0.00% | +13 | New |
| Raffa Wealth Management, LLC | 12 | $1.15K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| KB Financial Partners, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 32 | $3.00K | 0.00% | +32 | New |
| Dark Forest Capital Management LP | 36 | $3.00K | 0.00% | +36 | New |
| Bradley & Co. Private Wealth Management, LLC | 31 | $3.00K | 0.00% | +31 | New |
| PFG Private Wealth Management, LLC | 42 | $4.00K | 0.00% | −2,766−98.5% | Reduced |
| Logan Capital Management Inc | 45 | $4.00K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 39 | $4.00K | 0.00% | +9+30.0% | Added |
| Arcadia Investment Management Corp | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 63 | $6.00K | 0.00% | +1+1.6% | Added |
| Ulland Investment Advisors, LLC | 64 | $6.00K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 62 | $6.00K | 0.00% | +50+416.7% | Added |
| Bell Investment Advisors, Inc | 78 | $7.00K | 0.00% | +78 | New |
| Coston, McIsaac & Partners | 77 | $7.00K | 0.00% | +77 | New |
| Eagle Bay Advisors LLC | 82 | $7.87K | 0.00% | +82 | New |
| Stuart Chaussee & Associates, Inc. | 84 | $8.00K | 0.02% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 84 | $8.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5,493 | $9.00K | 0.00% | +5,318+3,038.9% | Added |
| Private Ocean, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 100 | $9.59K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $10.0K | 0.00% | −45−31.0% | Reduced |
| FSC Wealth Advisors, LLC | 109 | $10.0K | 0.09% | 00.0% | Unchanged |
| Hussman Strategic Advisors, Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 105 | $10.0K | 0.01% | 00.0% | Unchanged |
| Retirement Group, LLC | 106 | $10.0K | 0.00% | +1+1.0% | Added |
| Baldrige Asset Management LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 108 | $10.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 112 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 117 | $11.0K | 0.00% | +51+77.3% | Added |
| Baldwin Brothers Inc | 129 | $12.0K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 120 | $12.0K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 130 | $12.0K | 0.01% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 120 | $12.0K | 0.01% | +120 | New |
| Proffitt & Goodson Inc | 136 | $13.0K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 138 | $13.0K | 0.01% | +1+0.7% | Added |
| Bank of New Hampshire | 135 | $13.0K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 150 | $14.0K | 0.00% | −175−53.8% | Reduced |
| Sofos Investments, Inc. | 96 | $14.0K | 0.00% | −4−4.0% | Reduced |
| Investors Asset Management of Georgia Inc | 143 | $14.0K | 0.01% | +143 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 166 | $15.0K | 0.00% | −4−2.4% | Reduced |
| First PREMIER Bank | 170 | $16.0K | 0.00% | +45+36.0% | Added |
| Monolith Advisors | 179 | $17.0K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management | 173 | $17.0K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 183 | $18.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 190 | $18.2K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 195 | $18.7K | 0.01% | +54+38.3% | Added |
| Trust Co | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 200 | $19.0K | 0.00% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Enterprise Trust & Investment Co | 198 | $19.0K | 0.01% | +63+46.7% | Added |
| Total Clarity Wealth Management, Inc. | 195 | $19.0K | 0.01% | +195 | New |
| Baron Financial Group, LLC | 200 | $19.2K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 207 | $20.0K | 0.00% | −13−5.9% | Reduced |
| Wolff Wiese Magana LLC | 206 | $20.0K | 0.01% | +25+13.8% | Added |
| Rockbridge Investment Management, LCC | 217 | $20.8K | 0.00% | −172−44.2% | Reduced |
| Pinebridge Investments, L.P. | 218 | $21.0K | 0.00% | +218 | New |
| Arlington Partners LLC | 234 | $22.0K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 240 | $23.0K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 233 | $23.0K | 0.01% | +3+1.3% | Added |
| JNBA Financial Advisors | 250 | $24.0K | 0.00% | −89−26.3% | Reduced |
| Achmea Investment Management B.V. | 256 | $24.0K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 250 | $24.0K | 0.00% | 00.0% | Unchanged |
| American Research & Management Co. | 250 | $24.0K | 0.01% | 00.0% | Unchanged |
| Syverson Strege & Co | 261 | $25.0K | 0.01% | −528−66.9% | Reduced |
| Tfo-TDC, LLC | 261 | $25.0K | 0.01% | +261 | New |
| MV Capital Management, Inc. | 274 | $26.0K | 0.00% | +17+6.6% | Added |
| Kelly Financial Services LLC | 272 | $26.1K | 0.01% | +2+0.7% | Added |
| West Paces Advisors Inc. | 290 | $27.8K | 0.01% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 287 | $28.0K | 0.03% | 00.0% | Unchanged |
| Huber Capital Management LLC | 300 | $29.0K | 0.01% | −31−9.4% | Reduced |
| Cutler Group LP | 312 | $29.0K | 0.00% | +162+108.0% | Added |
| First Financial Corp | 338 | $32.0K | 0.02% | 00.0% | Unchanged |
| Arrow Financial Corp | 340 | $33.0K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 344 | $33.0K | 0.01% | +45+15.1% | Added |
| Financial Perspectives, Inc | 349 | $33.5K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 350 | $34.0K | 0.00% | +350 | New |
| Massmutual Trust Co FSB | 365 | $35.0K | 0.00% | −170−31.8% | Reduced |
| Charter Oak Capital Management, LLC | 366 | $35.0K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 368 | $35.0K | 0.01% | +50+15.7% | Added |
| West Oak Capital, LLC | 360 | $35.0K | 0.02% | +80+28.6% | Added |
| Evoke Wealth, LLC | 365 | $35.0K | 0.00% | +305+508.3% | Added |