| Centerpoint Advisors, LLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 0 | $65 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 4 | $347 | 0.00% | +4 | New |
| Delos Wealth Advisors, LLC | 5 | $437 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 6 | $501 | 0.00% | +6 | New |
| True Wealth Design, LLC | 6 | $521 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 6 | $634 | 0.00% | +6 | New |
| TFC Financial Management | 8 | $695 | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 10 | $868 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 10 | $869 | 0.00% | +10 | New |
| Carolinas Wealth Consulting LLC | 10 | $910 | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 11 | $956 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 10 | $966 | 0.00% | −85−89.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Briaud Financial Planning, Inc | 16 | $1.00K | 0.00% | +16 | New |
| Tfo-TDC, LLC | 11 | $1.04K | 0.00% | 00.0% | Unchanged |
| Motco | 16 | $1.39K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 16 | $1.39K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 16 | $1.39K | 0.00% | +16 | New |
| Trifecta Capital Advisors, LLC | 20 | $1.74K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 22 | $1.91K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 23 | $2.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 31 | $2.00K | 0.00% | +12+63.2% | Added |
| KB Financial Partners, LLC | 20 | $2.00K | 0.00% | +20 | New |
| TCTC Holdings, LLC | 26 | $2.26K | 0.00% | −126−82.9% | Reduced |
| Pacific Center for Financial Services | 26 | $2.26K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 30 | $2.60K | 0.00% | −30−50.0% | Reduced |
| Manchester Capital Management LLC | 31 | $2.69K | 0.00% | +4+14.8% | Added |
| Raffa Wealth Management, LLC | 34 | $2.95K | 0.00% | −51−60.0% | Reduced |
| PrairieView Partners, LLC | 36 | $3.00K | 0.00% | 00.0% | Unchanged |
| Authentikos Wealth Advisory, LLC | 36 | $3.13K | 0.00% | +36 | New |
| Moisand Fitzgerald Tamayo, LLC | 37 | $3.21K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 39 | $3.39K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 42 | $3.65K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 45 | $3.95K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 46 | $3.99K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 46 | $3.99K | 0.00% | −22−32.4% | Reduced |
| SkyView Investment Advisors, LLC | 48 | $4.00K | 0.00% | −1−2.0% | Reduced |
| Tyler-Stone Wealth Management | 47 | $4.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 50 | $4.34K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 53 | $4.60K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 53 | $4.60K | 0.00% | +6+12.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $4.60K | 0.00% | +53 | New |
| Abound Wealth Management | 58 | $5.04K | 0.00% | +9+18.4% | Added |
| Sound Income Strategies, LLC | 59 | $5.12K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 62 | $5.38K | 0.00% | +1+1.6% | Added |
| LGT Financial Advisors LLC | 62 | $5.38K | 0.01% | +62 | New |
| Sutton Wealth Advisors Inc. | 67 | $5.82K | 0.00% | +22+48.9% | Added |
| Tower View Investment Management & Research LLC | 67 | $6.00K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 70 | $6.08K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 73 | $6.34K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 75 | $6.51K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 75 | $7.00K | 0.00% | −1,780−96.0% | Reduced |
| Coppell Advisory Solutions LLC | 100 | $7.69K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 96 | $8.00K | 0.00% | −5−5.0% | Reduced |
| Blume Capital Management, Inc. | 100 | $8.68K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $8.68K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 101 | $8.73K | 0.00% | +1+1.0% | Added |
| GW&K Investment Management, LLC | 105 | $9.00K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 125 | $10.8K | 0.00% | +125 | New |
| Steward Financial Group LLC | 137 | $11.0K | 0.00% | +20+17.1% | Added |
| Armstrong Advisory Group, Inc | 127 | $11.0K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 133 | $11.5K | 0.01% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 135 | $11.7K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 148 | $12.9K | 0.00% | +138+1,380.0% | Added |
| Zions Bancorporation, N.A. | 150 | $13.0K | 0.00% | −14−8.5% | Reduced |
| Prestige Wealth Management Group LLC | 154 | $13.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 155 | $13.5K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 150 | $13.5K | 0.01% | +150 | New |
| Ancora Advisors, LLC | 158 | $13.7K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 158 | $13.8K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 163 | $14.2K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 169 | $15.0K | 0.00% | −22−11.5% | Reduced |
| Earnest Partners LLC | 179 | $15.5K | 0.00% | 00.0% | Unchanged |
| Fuller & Thaler Asset Management, Inc. | 180 | $15.6K | 0.00% | −125−41.0% | Reduced |
| City State Bank | 180 | $16.0K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 185 | $16.1K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 188 | $16.3K | 0.00% | +167+795.2% | Added |
| Hollencrest Capital Management | 193 | $16.8K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 200 | $17.0K | 0.00% | +200 | New |
| Stonebridge Capital Advisors LLC | 200 | $17.4K | 0.00% | −106−34.6% | Reduced |
| Iron Horse Wealth Management, LLC | 200 | $17.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 220 | $19.1K | 0.00% | −9−3.9% | Reduced |
| Farmers & Merchants Investments Inc | 230 | $20.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 233 | $20.2K | 0.00% | +71+43.8% | Added |
| Cassady Schiller Wealth Management, LLC | 235 | $20.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 236 | $20.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 245 | $21.3K | 0.01% | −208−45.9% | Reduced |
| Atwood & Palmer Inc | 247 | $21.4K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 250 | $21.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 255 | $22.0K | 0.02% | −39−13.3% | Reduced |
| Grove Bank & Trust | 256 | $22.2K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 300 | $26.0K | 0.01% | +300 | New |
| Arrow Financial Corp | 300 | $26.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 300 | $26.0K | 0.01% | +300 | New |
| Whittier Trust Co of Nevada Inc | 308 | $26.7K | 0.00% | −54−14.9% | Reduced |
| SJS Investment Consulting Inc. | 322 | $28.0K | 0.01% | +1+0.3% | Added |
| Asset Dedication, LLC | 324 | $28.0K | 0.00% | +35+12.1% | Added |
| Delta Asset Management LLC | 325 | $28.2K | 0.00% | 00.0% | Unchanged |