| Assetmark, Inc | 2 | $82 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $123 | 0.00% | +3 | New |
| Manchester Capital Management LLC | 3 | $124 | 0.00% | +3 | New |
| Perkins Coie Trust Co | 4 | $164 | 0.00% | +4 | New |
| Householder Group Estate & Retirement Specialist, LLC | 6 | $246 | 0.00% | +6 | New |
| Tompkins Financial Corp | 10 | $411 | 0.00% | +10 | New |
| True Wealth Design, LLC | 11 | $452 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 13 | $535 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 12 | $549 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 14 | $575 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 20 | $822 | 0.00% | −26−56.5% | Reduced |
| Larson Financial Group LLC | 20 | $822 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 23 | $945 | 0.00% | +23 | New |
| SRS Capital Advisors, Inc. | 24 | $986 | 0.00% | +24 | New |
| KB Financial Partners, LLC | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $1.00K | 0.00% | +10+100.0% | Added |
| SkyView Investment Advisors, LLC | 13 | $1.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 35 | $1.44K | 0.00% | −12−25.5% | Reduced |
| Baker Avenue Asset Management, LP | 42 | $1.73K | 0.00% | +27+180.0% | Added |
| Versant Capital Management, Inc | 45 | $1.85K | 0.00% | −10−18.2% | Reduced |
| West Paces Advisors Inc. | 46 | $1.89K | 0.00% | +46 | New |
| Steward Financial Group LLC | 57 | $2.00K | 0.00% | +57 | New |
| MCF Advisors LLC | 50 | $2.05K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 54 | $2.22K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 56 | $2.30K | 0.11% | 00.0% | Unchanged |
| Optiver Holding B.V. | 60 | $2.46K | 0.00% | +60 | New |
| Richard W. Paul & Associates, LLC | 65 | $2.67K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 69 | $2.83K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 85 | $3.00K | 0.00% | +85 | New |
| Avion Wealth | 81 | $3.00K | 0.00% | +81 | New |
| Macroview Investment Management LLC | 74 | $3.04K | 0.00% | +74 | New |
| Earnest Partners LLC | 88 | $3.62K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 93 | $3.82K | 0.00% | −11−10.6% | Reduced |
| Roble, Belko & Company, Inc | 86 | $4.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $4.11K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 100 | $4.11K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 108 | $4.44K | 0.00% | +108 | New |
| Harbour Investments, Inc. | 111 | $4.56K | 0.00% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 129 | $5.29K | 0.01% | +1+0.8% | Added |
| Glen Eagle Advisors, LLC | 129 | $5.30K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 137 | $5.63K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 154 | $6.15K | 0.00% | −81−34.5% | Reduced |
| Carolinas Wealth Consulting LLC | 6,611 | $6.61K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 182 | $7.48K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 184 | $7.56K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 193 | $7.93K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 193 | $7.93K | 0.00% | +10+5.5% | Added |
| Oakworth Capital, Inc. | 199 | $8.18K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 200 | $8.22K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 200 | $8.22K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 200 | $8.22K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 210 | $8.63K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 216 | $8.87K | 0.00% | +100+86.2% | Added |
| Cary Street Partner Investment Advisory LLC | 218 | $8.95K | 0.00% | +218 | New |
| Bartlett & Co. LLC | 225 | $9.00K | 0.00% | 00.0% | Unchanged |
| City State Bank | 215 | $9.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | – | $9.00K | 0.01% | – | – |
| EverSource Wealth Advisors, LLC | 224 | $9.20K | 0.00% | −345−60.6% | Reduced |
| Citizens National Bank Trust Department | 225 | $9.24K | 0.00% | −50−18.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 225 | $9.24K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 226 | $9.28K | 0.00% | −91−28.7% | Reduced |
| Venturi Wealth Management, LLC | 226 | $9.29K | 0.00% | +226 | New |
| Massmutual Trust Co FSB | 245 | $10.1K | 0.00% | −655−72.8% | Reduced |
| Salem Investment Counselors Inc | 250 | $10.3K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 250 | $10.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 252 | $10.4K | 0.00% | +69+37.7% | Added |
| Centennial Bank | 263 | $10.8K | 0.01% | +263 | New |
| Covestor Ltd | 274 | $11.0K | 0.01% | −9−3.2% | Reduced |
| Tower View Investment Management & Research LLC | 262 | $11.0K | 0.01% | +2+0.8% | Added |
| Gables Capital Management Inc. | 268 | $11.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 271 | $11.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 281 | $11.5K | 0.00% | −44−13.5% | Reduced |
| Clearstead Advisors, LLC | 290 | $11.9K | 0.00% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 300 | $12.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 300 | $12.3K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 300 | $12.3K | 0.01% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 322 | $13.0K | 0.00% | +2+0.6% | Added |
| GHP Investment Advisors, Inc. | 328 | $13.0K | 0.00% | +269+455.9% | Added |
| Barrett & Company, Inc. | 340 | $14.0K | 0.01% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 364 | $15.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 371 | $15.2K | 0.00% | +198+114.5% | Added |
| Clear Street Markets LLC | 400 | $16.0K | 0.01% | −363−47.6% | Reduced |
| Community Bank, N.A. | 400 | $16.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 400 | $16.4K | 0.00% | −83−17.2% | Reduced |
| Tradition Wealth Management, LLC | 412 | $17.0K | 0.00% | −1,350−76.6% | Reduced |
| TD Private Client Wealth LLC | 438 | $18.0K | 0.00% | +100+29.6% | Added |
| Desjardins Global Asset Management Inc. | 439 | $18.0K | 0.00% | −6,331−93.5% | Reduced |
| Pflug Koory, LLC | 450 | $18.5K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 460 | $18.9K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 464 | $19.1K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 495 | $20.3K | 0.01% | +64+14.8% | Added |
| Harbor Investment Advisory, LLC | 500 | $20.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 500 | $20.5K | 0.00% | +100+25.0% | Added |
| Whittier Trust Co of Nevada Inc | 503 | $20.7K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 548 | $22.5K | 0.00% | +1+0.2% | Added |
| Lindbrook Capital, LLC | 562 | $23.1K | 0.00% | −561−50.0% | Reduced |
| Bogart Wealth, LLC | 600 | $24.6K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 600 | $24.6K | 0.00% | +600 | New |
| Geneos Wealth Management Inc. | 615 | $25.3K | 0.00% | 00.0% | Unchanged |