| Capital Advisors, Ltd. LLC | 84 | $0 | 0.00% | +84 | New |
| Clear Street LLC | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 339 | $14 | 0.00% | +339 | New |
| WestEnd Advisors, LLC | 1 | $339 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 1 | $339 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1 | $339 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 1 | $339 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 1 | $339 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1 | $339 | 0.00% | +1 | New |
| Freedom Wealth Alliance, LLC | 1 | $339 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 2 | $516 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $678 | 0.00% | −9−81.8% | Reduced |
| Wolff Wiese Magana LLC | 2 | $678 | 0.00% | −1−33.3% | Reduced |
| Addison Advisors LLC | 2 | $678 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2 | $678 | 0.00% | −2−50.0% | Reduced |
| Coppell Advisory Solutions LLC | 2 | $678 | 0.00% | +2 | New |
| Coppell Advisory Solutions Corp. | 2 | $678 | 0.00% | +2 | New |
| Trifecta Capital Advisors, LLC | 2 | $678 | 0.00% | +2 | New |
| Pension & Wealth Management Advisors, Inc. | 2 | $678 | 0.00% | +2 | New |
| Coastal Capital Group, Inc. | 3 | $910 | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 4 | $1.00K | 0.00% | +4 | New |
| TCTC Holdings, LLC | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $1.02K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 3 | $1.02K | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $1.02K | 0.00% | +3 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.30K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4 | $1.36K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4 | $1.36K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $1.36K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 4 | $1.36K | 0.00% | +4 | New |
| Carolinas Wealth Consulting LLC | 5 | $1.70K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 5 | $1.70K | 0.00% | +5 | New |
| Mendota Financial Group, LLC | 5 | $1.70K | 0.00% | +5 | New |
| Tyler-Stone Wealth Management | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 6 | $2.04K | 0.00% | 00.0% | Unchanged |
| EWG Elevate Inc. | 6 | $2.04K | 0.00% | +6 | New |
| U.S. Capital Wealth Advisors, LLC | 6 | $2.04K | 0.00% | +6 | New |
| Red Tortoise LLC | 6 | $2.04K | 0.00% | +6 | New |
| Financial Perspectives, Inc | 7 | $2.37K | 0.00% | −44−86.3% | Reduced |
| Cornerstone Management, Inc. | 7 | $2.37K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 7 | $2.37K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7 | $2.37K | 0.00% | −1−12.5% | Reduced |
| HHM Wealth Advisors, LLC | 7 | $2.37K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 7 | $2.37K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 7 | $2.37K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $2.71K | 0.00% | 00.0% | Unchanged |
| Leelyn Smith, LLC | 8 | $2.71K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 8 | $2.71K | 0.00% | +5+166.7% | Added |
| Disciplined Investments, LLC | 8 | $2.71K | 0.00% | +5+166.7% | Added |
| My Personal CFO, LLC | 8 | $2.71K | 0.00% | +8 | New |
| Steward Financial Group LLC | 11 | $3.00K | 0.00% | +11 | New |
| Lee Financial Co | 9 | $3.05K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 10 | $3.39K | 0.00% | −51−83.6% | Reduced |
| Sargent Bickham Lagudis LLC | 10 | $3.39K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 11 | $3.73K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 11 | $3.73K | 0.00% | +11 | New |
| Hazlett, Burt & Watson, Inc. | 11 | $4.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 13 | $4.00K | 0.00% | +12+1,200.0% | Added |
| Carmichael Hill & Associates, Inc. | 12 | $4.07K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $4.07K | 0.00% | +9+300.0% | Added |
| Salem Investment Counselors Inc | 13 | $4.41K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13 | $4.41K | 0.00% | +13 | New |
| Cornerstone Planning Group LLC | 12 | $4.61K | 0.00% | +12 | New |
| Abound Wealth Management | 14 | $4.75K | 0.00% | +8+133.3% | Added |
| Financial Management Professionals, Inc. | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Trust Co | 16 | $5.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $5.09K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 16 | $5.43K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 16 | $5.43K | 0.00% | +16 | New |
| Sageworth Trust Co | 18 | $6.00K | 0.00% | 00.0% | Unchanged |
| Sierra Capital LLC | 19 | $6.00K | 0.00% | +9+90.0% | Added |
| TD Ameritrade Investment Management, LLC | 17 | $6.00K | 0.00% | +10+142.9% | Added |
| Retirement Group, LLC | 17 | $6.00K | 0.00% | +17 | New |
| Edmond de Rothschild Holding S.A. | 18 | $6.10K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 16 | $6.15K | 0.00% | +16 | New |
| NewSquare Capital LLC | 19 | $6.44K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 19 | $6.44K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 20 | $6.78K | 0.00% | −6−23.1% | Reduced |
| Arcadia Investment Management Corp | 20 | $6.78K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 20 | $6.78K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $6.78K | 0.00% | +20 | New |
| TAM Capital Management Inc. | 2,548 | $7.51K | 5.84% | +2,548 | New |
| Core Alternative Capital | 23 | $7.80K | 0.00% | −29−55.8% | Reduced |
| Ulland Investment Advisors, LLC | 25 | $8.00K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 24 | $8.14K | 0.00% | −945−97.5% | Reduced |
| MB, Levis & Associates, LLC | 24 | $8.14K | 0.01% | +24 | New |
| Antonetti Capital Management LLC | 25 | $8.48K | 0.01% | −33−56.9% | Reduced |
| PSI Advisors, LLC | 25 | $8.48K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 25 | $8.48K | 0.00% | +25 | New |
| Bellevue Asset Management, LLC | 27 | $9.07K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 27 | $9.16K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 28 | $9.49K | 0.00% | −14−33.3% | Reduced |
| Focused Wealth Management, Inc | 28 | $9.49K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 25 | $9.64K | 0.00% | +24+2,400.0% | Added |