| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1 | $128 | 0.00% | +1 | New |
| SRS Capital Advisors, Inc. | 2 | $256 | 0.00% | −6−75.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 3 | $384 | 0.00% | +3 | New |
| Pathway Financial Advisers, LLC | 4 | $550 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 6 | $768 | 0.00% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 6 | $855 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 7 | $895 | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 8 | $1.00K | 0.00% | +8 | New |
| Wetzel Investment Advisors, Inc. | 11 | $1.00K | 0.00% | +11 | New |
| Sachetta, LLC | 10 | $1.28K | 0.00% | +10 | New |
| Guardian Wealth Management, Inc. | 11 | $1.35K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 11 | $1.41K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 12 | $1.53K | 0.00% | +12 | New |
| Provenance Wealth Advisors, LLC | 15 | $1.92K | 0.00% | +1+7.1% | Added |
| Avion Wealth | 18 | $2.00K | 0.00% | +8+80.0% | Added |
| First PREMIER Bank | 17 | $2.00K | 0.00% | +17 | New |
| West Paces Advisors Inc. | 16 | $2.05K | 0.00% | +16 | New |
| Delta Asset Management LLC | 18 | $2.30K | 0.00% | −5−21.7% | Reduced |
| Versant Capital Management, Inc | 19 | $2.43K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 20 | $2.56K | 0.00% | −254−92.7% | Reduced |
| Tucker Asset Management LLC | 20 | $2.56K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 22 | $2.81K | 0.00% | +22 | New |
| Beacon Capital Management, LLC | 26 | $2.87K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 25 | $3.20K | 0.00% | +24+2,400.0% | Added |
| Signature Resources Capital Management, LLC | 25 | $3.20K | 0.00% | +25 | New |
| Washington Trust Co | 26 | $3.33K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 26 | $3.33K | 0.00% | +26 | New |
| McIlrath & Eck, LLC | 27 | $3.45K | 0.00% | +27 | New |
| Private Wealth Management Group, LLC | 27 | $3.45K | 0.00% | +27 | New |
| Ables, Iannone, Moore & Associates, Inc. | 27 | $3.45K | 0.00% | +27 | New |
| Archer Investment Corp | 28 | $3.58K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 28 | $3.58K | 0.00% | −1−3.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 28 | $3.58K | 0.00% | +28 | New |
| First United Bank Trust | 32 | $4.09K | 0.00% | +32 | New |
| Cornerstone Planning Group LLC | 33 | $4.22K | 0.00% | −4−10.8% | Reduced |
| Bruce G. Allen Investments, LLC | 34 | $4.35K | 0.00% | +34 | New |
| SJS Investment Consulting Inc. | 35 | $4.48K | 0.00% | +1+2.9% | Added |
| Kelly Financial Services LLC | 35 | $4.48K | 0.00% | +35 | New |
| Parkside Financial Bank & Trust | 37 | $4.73K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 39 | $4.99K | 0.00% | +39 | New |
| Bogart Wealth, LLC | 40 | $5.12K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 40 | $5.12K | 0.00% | +40 | New |
| Chilton Capital Management LLC | 40 | $5.12K | 0.00% | +40 | New |
| Bell Investment Advisors, Inc | 42 | $5.37K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 44 | $5.63K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 45 | $5.76K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 48 | $6.14K | 0.00% | +10+26.3% | Added |
| Scarborough Advisors, LLC | 50 | $6.40K | 0.00% | +50 | New |
| Lowe Wealth Advisors, LLC | 51 | $6.52K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 51 | $6.52K | 0.00% | +3+6.3% | Added |
| CVA Family Office, LLC | 54 | $6.91K | 0.00% | +54 | New |
| Harbour Investments, Inc. | 62 | $7.97K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 60 | $8.00K | 0.00% | +14+30.4% | Added |
| AdvisorNet Financial, Inc | 65 | $8.31K | 0.00% | +6+10.2% | Added |
| Prestige Wealth Management Group LLC | 78 | $9.98K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 78 | $9.98K | 0.00% | +1+1.3% | Added |
| Macroview Investment Management LLC | 85 | $10.8K | 0.01% | +1+1.2% | Added |
| Quadrant Capital Group LLC | 87 | $11.1K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 91 | $11.6K | 0.01% | +91 | New |
| Private Trust Co NA | 92 | $11.8K | 0.00% | +60+187.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 92 | $11.8K | 0.00% | +92 | New |
| Rakuten Investment Management, Inc. | 94 | $12.0K | 0.00% | +94 | New |
| Banque Cantonale Vaudoise | 97 | $12.0K | 0.00% | −1,660−94.5% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 100 | $12.8K | 0.00% | −43−30.1% | Reduced |
| West Tower Group, LLC | 103 | $13.2K | 0.03% | −56−35.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 105 | $13.4K | 0.00% | +1+1.0% | Added |
| MCF Advisors LLC | 111 | $14.2K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 112 | $14.3K | 0.00% | +12+12.0% | Added |
| Planning Capital Management Corp | 117 | $15.0K | 0.01% | +117 | New |
| Hexagon Capital Partners LLC | 121 | $15.5K | 0.00% | +1+0.8% | Added |
| Covestor Ltd | 122 | $16.0K | 0.01% | −236−65.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 127 | $16.2K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 130 | $16.6K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 131 | $16.8K | 0.00% | −68−34.2% | Reduced |
| Lindbrook Capital, LLC | 134 | $17.1K | 0.00% | +79+143.6% | Added |
| Atlantic Trust, LLC | 147 | $18.8K | 0.01% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 150 | $19.2K | 0.00% | −32−17.6% | Reduced |
| Northwest Capital Management Inc | 150 | $19.2K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 157 | $20.1K | 0.00% | −36−18.7% | Reduced |
| Cape Investment Advisory, Inc. | 157 | $20.1K | 0.01% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 160 | $20.5K | 0.02% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 164 | $21.0K | 0.02% | +164 | New |
| Farther Finance Advisors, LLC | 166 | $21.2K | 0.00% | −31−15.7% | Reduced |
| Gradient Investments LLC | 171 | $21.9K | 0.00% | −5−2.8% | Reduced |
| Centerpoint Advisors, LLC | 177 | $23.0K | 0.01% | 00.0% | Unchanged |
| West Branch Capital LLC | 180 | $23.0K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 181 | $23.2K | 0.02% | +181 | New |
| JJJ Advisors Inc. | 187 | $23.9K | 0.01% | −44−19.0% | Reduced |
| Global Financial Private Client, LLC | 195 | $24.9K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 198 | $25.3K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 199 | $25.5K | 0.00% | +29+17.1% | Added |
| Armstrong Advisory Group, Inc | 200 | $25.6K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 200 | $25.6K | 0.01% | +170+566.7% | Added |
| Operose Advisors LLC | 218 | $27.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 222 | $28.5K | 0.01% | +5+2.3% | Added |
| Smithfield Trust Co | 259 | $34.0K | 0.00% | +121+87.7% | Added |