| Smartleaf Asset Management LLC | 6 | $0 | 0.00% | +6 | New |
| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Proequities, Inc. | 4 | $347 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 4 | $348 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $434 | 0.00% | −2−28.6% | Reduced |
| Coppell Advisory Solutions LLC | 9 | $781 | 0.00% | +9 | New |
| Longfellow Investment Management Co LLC | 10 | $868 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 10 | $868 | 0.00% | +10 | New |
| Fairfield, Bush & Co. | 11 | $954 | 0.00% | +11 | New |
| Avion Wealth | 15 | $1.00K | 0.00% | −15−50.0% | Reduced |
| Financial Management Professionals, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 13 | $1.13K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 18 | $1.56K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 22 | $1.60K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 19 | $1.65K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 19 | $1.65K | 0.00% | +19 | New |
| Provenance Wealth Advisors, LLC | 20 | $1.74K | 0.00% | +20 | New |
| Raffa Wealth Management, LLC | 21 | $1.82K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 22 | $1.91K | 0.00% | +22 | New |
| Raleigh Capital Management Inc. | 23 | $2.00K | 0.00% | +23 | New |
| First Pacific Financial | 23 | $2.00K | 0.00% | +23 | New |
| Venturi Wealth Management, LLC | 24 | $2.08K | 0.00% | +24 | New |
| DiNuzzo Private Wealth, Inc. | 25 | $2.17K | 0.00% | +25 | New |
| Concord Wealth Partners | 26 | $2.26K | 0.00% | −17−39.5% | Reduced |
| TFC Financial Management | 27 | $2.34K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 28 | $2.43K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 28 | $2.43K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 29 | $2.52K | 0.00% | +29 | New |
| Harbour Investments, Inc. | 32 | $2.78K | 0.00% | +21+190.9% | Added |
| EntryPoint Capital, LLC | 33 | $2.86K | 0.00% | +33 | New |
| Frazier Financial Advisors, LLC | 39 | $3.38K | 0.00% | +39 | New |
| Glassman Wealth Services | 43 | $3.73K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 43 | $3.73K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 44 | $3.82K | 0.00% | +4+10.0% | Added |
| Baystate Wealth Management LLC | 47 | $4.08K | 0.00% | +47 | New |
| Kiely Wealth Advisory Group, Inc. | 54 | $4.57K | 0.00% | +54 | New |
| Caitlin John, LLC | 57 | $4.97K | 0.00% | +57 | New |
| Parkside Financial Bank & Trust | 62 | $5.38K | 0.00% | −75−54.7% | Reduced |
| RFP Financial Group LLC | 65 | $5.64K | 0.00% | +65 | New |
| Atlantic Edge Private Wealth Management, LLC | 67 | $5.81K | 0.00% | +67 | New |
| Manchester Capital Management LLC | 68 | $5.90K | 0.00% | +4+6.3% | Added |
| Bell Investment Advisors, Inc | 69 | $5.99K | 0.00% | −11−13.8% | Reduced |
| Farmers & Merchants Investments Inc | 70 | $6.07K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $6.07K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 78 | $6.77K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 97 | $8.41K | 0.01% | +97 | New |
| FinTrust Capital Advisors, LLC | 98 | $8.47K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 99 | $8.59K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 115 | $9.98K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 108 | $10.5K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 121 | $10.5K | 0.00% | +121 | New |
| GPS Wealth Strategies Group, LLC | 123 | $10.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 133 | $11.2K | 0.00% | +52+64.2% | Added |
| C M Bidwell & Associates Ltd | 144 | $12.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 145 | $12.6K | 0.00% | +70+93.3% | Added |
| Key Financial Inc | 162 | $14.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 166 | $14.4K | 0.00% | −16−8.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 171 | $14.8K | 0.00% | −430−71.5% | Reduced |
| Quent Capital, LLC | 179 | $15.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 186 | $16.1K | 0.00% | −4−2.1% | Reduced |
| Principal Securities, Inc. | 195 | $16.9K | 0.00% | +195 | New |
| Simplex Trading, LLC | 203 | $17.0K | 0.00% | −336−62.3% | Reduced |
| Ronald Blue Trust, Inc. | 248 | $18.0K | 0.00% | +133+115.7% | Added |
| Johnson Financial Group, Inc. | 250 | $21.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 254 | $22.0K | 0.00% | −115−31.2% | Reduced |
| LGT Financial Advisors LLC | 287 | $24.9K | 0.03% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 285 | $25.0K | 0.01% | +1+0.4% | Added |
| Valley National Advisers Inc | 294 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tobam | 316 | $27.0K | 0.00% | +303+2,330.8% | Added |
| Allworth Financial LP | 316 | $27.4K | 0.00% | +49+18.4% | Added |
| Ancora Advisors, LLC | 318 | $27.6K | 0.00% | +318 | New |
| Sound Income Strategies, LLC | 325 | $28.2K | 0.00% | +325 | New |
| Fortitude Family Office, LLC | 332 | $28.8K | 0.02% | +332 | New |
| Baldwin Brothers Inc | 350 | $30.4K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 445 | $38.6K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 455 | $39.5K | 0.02% | 00.0% | Unchanged |
| Asset Dedication, LLC | 491 | $43.0K | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 579 | $50.2K | 0.04% | +579 | New |
| Smithfield Trust Co | 615 | $53.0K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 679 | $58.9K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 705 | $61.0K | 0.01% | +1+0.1% | Added |
| TD Private Client Wealth LLC | 713 | $61.9K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 733 | $63.6K | 0.01% | +733 | New |
| Penserra Capital Management LLC | 744 | $64.0K | 0.00% | −124−14.3% | Reduced |
| Washington Trust Co | 800 | $69.4K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 848 | $73.6K | 0.02% | 00.0% | Unchanged |
| RIA Advisory Group LLC | 21,676 | $75.2K | 0.04% | +18,327+547.2% | Added |
| Focused Wealth Management, Inc | 868 | $75.3K | 0.01% | +868 | New |
| Dougherty Wealth Advisers LLC | 877 | $76.1K | 0.07% | 00.0% | Unchanged |
| Monetary Management Group Inc | 900 | $78.1K | 0.02% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 930 | $80.7K | 0.00% | +930 | New |
| Lindbrook Capital, LLC | 931 | $80.8K | 0.01% | +182+24.3% | Added |
| Federation des caisses Desjardins du Quebec | 976 | $84.7K | 0.00% | −52−5.1% | Reduced |
| First Horizon Advisors, Inc. | 1,070 | $92.8K | 0.00% | −18−1.7% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,100 | $95.4K | 0.04% | +1,100 | New |
| UniSuper Management Pty Ltd | 1,200 | $104.1K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,275 | $110.6K | 0.01% | +649+103.7% | Added |
| Eagle Bay Advisors LLC | 1,310 | $113.6K | 0.07% | −652−33.2% | Reduced |
| CWM, LLC | 1,391 | $121.0K | 0.00% | −364−20.7% | Reduced |