| Tfo-TDC, LLC | 1 | $367 | 0.00% | +1 | New |
| Delos Wealth Advisors, LLC | 1 | $439 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1 | $440 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 1 | $440 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $440 | 0.00% | +1 | New |
| Fortis Group Advisors, LLC | 1 | $440 | 0.00% | +1 | New |
| Coppell Advisory Solutions LLC | 2 | $678 | 0.00% | −24−92.3% | Reduced |
| Manchester Capital Management LLC | 2 | $880 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 2 | $880 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $880 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $880 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 2 | $880 | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 2 | $880 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3 | $1.00K | 0.00% | −3−50.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| ClariVest Asset Management LLC | 2 | $1.00K | 0.00% | +2 | New |
| Anchor Investment Management, LLC | 3 | $1.32K | 0.00% | −194−98.5% | Reduced |
| Arrow Financial Corp | 3 | $1.32K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 3 | $1.32K | 0.00% | +3 | New |
| Castleview Partners, LLC | 3 | $1.32K | 0.00% | +3 | New |
| Salem Investment Counselors Inc | 3 | $1.32K | 0.00% | −10−76.9% | Reduced |
| Tradewinds Capital Management, LLC | 3 | $1.32K | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 3 | $1.32K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 3 | $1.68K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 4 | $1.76K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 4 | $1.76K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 4 | $1.76K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 4 | $1.76K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 4 | $1.76K | 0.00% | +4 | New |
| KB Financial Partners, LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $2.01K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 5 | $2.20K | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 5 | $2.20K | 0.00% | −7−58.3% | Reduced |
| DB Wealth Management Group, LLC | 5 | $2.20K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 5 | $2.20K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 5 | $2.20K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 6 | $2.64K | 0.00% | −150−96.2% | Reduced |
| Carmichael Hill & Associates, Inc. | 6 | $2.64K | 0.00% | 00.0% | Unchanged |
| American National Bank | 6 | $2.64K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 6 | $3.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 7 | $3.08K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7 | $3.08K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 7 | $3.08K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 7 | $3.08K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 7 | $3.08K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 7 | $3.08K | 0.00% | +7 | New |
| Raffa Wealth Management, LLC | 8 | $3.52K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 9 | $3.96K | 0.00% | −49−84.5% | Reduced |
| Briaud Financial Planning, Inc | 10 | $4.00K | 0.00% | +10 | New |
| Northwest Capital Management Inc | 10 | $4.40K | 0.00% | +10 | New |
| VisionPoint Advisory Group, LLC | 10 | $4.40K | 0.00% | +10 | New |
| Key Financial Inc | 11 | $4.84K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 11 | $4.84K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 12 | $5.28K | 0.00% | +12 | New |
| Level Financial Advisors, Inc. | 12 | $5.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $5.28K | 0.00% | +2+20.0% | Added |
| Lee Financial Co | 12 | $5.28K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $5.68K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 13 | $5.72K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 13 | $5.72K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 13 | $5.72K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 15 | $6.60K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 15 | $6.60K | 0.00% | +15 | New |
| Clear Street Markets LLC | 17 | $7.00K | 0.00% | +17 | New |
| St Germain D J Co Inc | 16 | $7.04K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 17 | $7.48K | 0.00% | +1+6.3% | Added |
| Bell Investment Advisors, Inc | 17 | $7.48K | 0.00% | −3−15.0% | Reduced |
| Provenance Wealth Advisors, LLC | 17 | $7.48K | 0.00% | +17 | New |
| Edmond de Rothschild Holding S.A. | 18 | $7.92K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 18 | $7.92K | 0.00% | +2+12.5% | Added |
| NewSquare Capital LLC | 19 | $8.36K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 19 | $8.36K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 20 | $8.80K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 20 | $8.80K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 20 | $8.80K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 21 | $9.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 23 | $10.1K | 0.00% | −20−46.5% | Reduced |
| Macroview Investment Management LLC | 23 | $10.1K | 0.01% | +23 | New |
| Adirondack Trust Co | 24 | $10.6K | 0.01% | +17+242.9% | Added |
| MB, Levis & Associates, LLC | 24 | $10.6K | 0.01% | −24−50.0% | Reduced |
| TFC Financial Management | 25 | $11.0K | 0.00% | −32−56.1% | Reduced |
| Antonetti Capital Management LLC | 25 | $11.0K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 25 | $11.0K | 0.01% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 27 | $11.9K | 0.00% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 27 | $11.9K | 0.01% | +27 | New |
| Glen Eagle Advisors, LLC | 28 | $12.3K | 0.00% | −65−69.9% | Reduced |
| Cranbrook Wealth Management, LLC | 28 | $12.3K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 28 | $12.3K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 28 | $12.3K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 30 | $12.4K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 30 | $13.2K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 31 | $14.0K | 0.00% | +11+55.0% | Added |
| Steward Financial Group LLC | 34 | $14.0K | 0.00% | +34 | New |
| Larson Financial Group LLC | 32 | $14.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 32 | $14.1K | 0.00% | +32 | New |