| Roble, Belko & Company, Inc | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 61 | $17 | 0.00% | +61 | New |
| Bogart Wealth, LLC | 0 | $24 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Hoertkorn Richard Charles | 1 | $61 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $61 | 0.00% | +1 | New |
| Grey Fox Wealth Advisors, LLC | 1 | $62 | 0.00% | +1 | New |
| Atlas Capital Advisors LLC | 3 | $183 | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 3 | $183 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 4 | $244 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 5 | $305 | 0.00% | −18−78.3% | Reduced |
| Robbins Farley LLC | 5 | $305 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $305 | 0.00% | +5 | New |
| Addison Advisors LLC | 7 | $427 | 0.00% | −8−53.3% | Reduced |
| Adirondack Retirement Specialists, Inc. | 8 | $488 | 0.00% | −142,977−100.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 8 | $488 | 0.00% | +8 | New |
| Delos Wealth Advisors, LLC | 11 | $650 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 11 | $671 | 0.00% | −27−71.1% | Reduced |
| Focused Wealth Management, Inc | 12 | $717 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 12 | $732 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 13 | $793 | 0.00% | +1+8.3% | Added |
| Trifecta Capital Advisors, LLC | 13 | $793 | 0.00% | +13 | New |
| Baker Avenue Asset Management, LP | 14 | $854 | 0.00% | +14 | New |
| Glassy Mountain Advisors, Inc. | 16 | $976 | 0.00% | +16 | New |
| Carolina Wealth Advisors, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 164 | $1.00K | 0.00% | +146+811.1% | Added |
| Raffa Wealth Management, LLC | 18 | $1.10K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 19 | $1.16K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $1.59K | 0.00% | +4+18.2% | Added |
| Schubert & Co | 27 | $1.65K | 0.00% | +4+17.4% | Added |
| MV Capital Management, Inc. | 28 | $1.71K | 0.00% | +1+3.7% | Added |
| Crewe Advisors LLC | 28 | $1.71K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 28 | $1.71K | 0.00% | +28 | New |
| Atlantic Trust, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Old North State Trust, LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 37 | $2.26K | 0.00% | −317−89.5% | Reduced |
| TCI Wealth Advisors, Inc. | 40 | $2.44K | 0.00% | −143−78.1% | Reduced |
| Hexagon Capital Partners LLC | 41 | $2.50K | 0.00% | −170−80.6% | Reduced |
| Versant Capital Management, Inc | 41 | $2.50K | 0.00% | −5−10.9% | Reduced |
| Bell Investment Advisors, Inc | 44 | $2.68K | 0.00% | −26−37.1% | Reduced |
| Prestige Wealth Management Group LLC | 44 | $2.68K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 45 | $3.00K | 0.00% | +45 | New |
| BBJS Financial Advisors, LLC | 52 | $3.17K | 0.00% | +52 | New |
| Sutton Wealth Advisors Inc. | 53 | $3.23K | 0.00% | +31+140.9% | Added |
| Tucker Asset Management LLC | 56 | $3.42K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 56 | $3.42K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 60 | $3.66K | 0.00% | +60 | New |
| Laurel Wealth Advisors LLC | 64 | $3.90K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 65 | $3.97K | 0.00% | −424−86.7% | Reduced |
| Cambridge Trust Co | 58 | $4.00K | 0.00% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 66 | $4.03K | 0.00% | +66 | New |
| Newbridge Financial Services Group, Inc. | 73 | $4.45K | 0.00% | −101−58.0% | Reduced |
| Core Alternative Capital | 73 | $4.45K | 0.00% | −93−56.0% | Reduced |
| Northwest Investment Counselors, LLC | 74 | $4.51K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 74 | $4.51K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 78 | $4.76K | 0.00% | +6+8.3% | Added |
| Trust Co of Vermont | 80 | $4.88K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 78 | $5.00K | 0.00% | +78 | New |
| Comerica Securities,inc. | 85 | $5.19K | 0.00% | +85 | New |
| ICA Group Wealth Management, LLC | 85 | $5.19K | 0.00% | +85 | New |
| Bellwether Advisors, LLC | 90 | $5.49K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 91 | $5.57K | 0.01% | +91 | New |
| Old Second National Bank of Aurora | 93 | $5.67K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 105 | $6.41K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 107 | $6.53K | 0.00% | −182−63.0% | Reduced |
| Parkside Financial Bank & Trust | 107 | $6.53K | 0.00% | −30−21.9% | Reduced |
| Bellevue Asset Management, LLC | 113 | $6.84K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 121 | $7.00K | 0.00% | −26−17.7% | Reduced |
| Contravisory Investment Management, Inc. | 115 | $7.02K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 124 | $7.57K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 128 | $7.78K | 0.00% | +2+1.6% | Added |
| Geneos Wealth Management Inc. | 130 | $7.93K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 134 | $8.18K | 0.00% | −18,824−99.3% | Reduced |
| HighMark Wealth Management LLC | 145 | $8.85K | 0.01% | +145 | New |
| Financial Management Professionals, Inc. | 150 | $9.00K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 148 | $9.03K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 150 | $9.15K | 0.00% | +150 | New |
| Cranbrook Wealth Management, LLC | 162 | $9.89K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 172 | $10.0K | 0.00% | +28+19.4% | Added |
| Coston, McIsaac & Partners | 187 | $11.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 188 | $11.5K | 0.00% | +188 | New |
| Whittier Trust Co | 189 | $11.5K | 0.00% | −35−15.6% | Reduced |
| Salem Investment Counselors Inc | 195 | $11.9K | 0.00% | 00.0% | Unchanged |
| Interactive Financial Advisors | 200 | $12.2K | 0.01% | 00.0% | Unchanged |
| Silvant Capital Management LLC | 219 | $13.4K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 221 | $13.5K | 0.00% | +221 | New |
| Brown, Lisle/Cummings, Inc. | 225 | $13.7K | 0.01% | −225−50.0% | Reduced |
| United Community Bank | 225 | $13.7K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 229 | $14.0K | 0.01% | +2+0.9% | Added |
| General Partner, Inc. | 234 | $14.3K | 0.01% | +234 | New |
| EWG Elevate Inc. | 252 | $15.4K | 0.01% | +252 | New |
| Farther Finance Advisors, LLC | 259 | $15.8K | 0.01% | +259 | New |
| Archer Investment Corp | 262 | $16.0K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 271 | $16.6K | 0.00% | +136+100.7% | Added |
| JFS Wealth Advisors, LLC | 272 | $16.6K | 0.00% | −47−14.7% | Reduced |
| Peoples Financial Services Corp. | 276 | $16.8K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 263 | $17.0K | 0.00% | −185−41.3% | Reduced |
| Lindbrook Capital, LLC | 301 | $18.4K | 0.00% | −122−28.8% | Reduced |
| Spire Wealth Management | 318 | $19.0K | 0.00% | −34−9.7% | Reduced |