| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | New |
| Peoples Financial Services Corp. | 1 | $17 | 0.00% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 3 | $53 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $130 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $150 | 0.00% | +9 | New |
| Trust Co of Vermont | 29 | $512 | 0.00% | −271−90.3% | Reduced |
| Caitlin John, LLC | 33 | $574 | 0.00% | +33 | New |
| Tfo-TDC, LLC | 33 | $582 | 0.00% | −64−66.0% | Reduced |
| Trifecta Capital Advisors, LLC | 34 | $600 | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 35 | $616 | 0.00% | +1+2.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 42 | $741 | 0.00% | +42 | New |
| Carolinas Wealth Consulting LLC | 43 | $759 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 46 | $811 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 48 | $851 | 0.00% | +48 | New |
| Arrow Financial Corp | 50 | $882 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 53 | $935 | 0.00% | +53 | New |
| Coston, McIsaac & Partners | 66 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 49 | $1.00K | 0.00% | +49 | New |
| Raffa Wealth Management, LLC | 65 | $1.15K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 69 | $1.22K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 81 | $1.43K | 0.00% | +81 | New |
| Strategic Investment Solutions, Inc. | 83 | $1.46K | 0.00% | +83 | New |
| Sachetta, LLC | 92 | $1.62K | 0.00% | +92 | New |
| Glen Eagle Advisors, LLC | 100 | $1.76K | 0.00% | +19+23.5% | Added |
| Richard W. Paul & Associates, LLC | 104 | $1.83K | 0.00% | +1+1.0% | Added |
| Financial Perspectives, Inc | 107 | $1.88K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 133 | $2.00K | 0.00% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 135 | $2.00K | 0.00% | +135 | New |
| Long Island Wealth Management, Inc. | 124 | $2.00K | 0.00% | +124 | New |
| Delos Wealth Advisors, LLC | 121 | $2.13K | 0.00% | −748−86.1% | Reduced |
| Kozak & Associates, Inc. | 123 | $2.19K | 0.00% | +2+1.7% | Added |
| Dunhill Financial, LLC | 132 | $2.34K | 0.00% | +132 | New |
| Jackson, Grant Investment Advisers, Inc. | 134 | $2.36K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 138 | $2.43K | 0.00% | −299−68.4% | Reduced |
| JNBA Financial Advisors | 148 | $2.61K | 0.00% | −22−12.9% | Reduced |
| McClarren Financial Advisors, Inc. | 170 | $3.00K | 0.00% | +170 | New |
| Aspect Partners, LLC | 187 | $3.30K | 0.00% | +187 | New |
| Red Tortoise LLC | 198 | $3.49K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 200 | $3.53K | 0.00% | +200 | New |
| Vima LLC | 200 | $3.53K | 0.01% | +200 | New |
| New Millennium Group LLC | 220 | $3.88K | 0.00% | −48−17.9% | Reduced |
| Washington Trust Co | 256 | $4.52K | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 279 | $4.92K | 0.00% | +279 | New |
| PSI Advisors, LLC | 279 | $4.92K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 282 | $4.97K | 0.00% | +3+1.1% | Added |
| Oliver Lagore Vanvalin Investment Group | 300 | $5.29K | 0.00% | −3,356−91.8% | Reduced |
| Team Financial Group, LLC | 300 | $5.30K | 0.00% | +5+1.7% | Added |
| Cambridge Trust Co | 316 | $5.57K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 316 | $5.58K | 0.00% | +316 | New |
| O'Dell Group, LLC | 324 | $5.72K | 0.00% | +324 | New |
| Ibex Wealth Advisors | 330 | $5.82K | 1.27% | −31,839−99.0% | Reduced |
| Quarry LP | 338 | $5.96K | 0.00% | +338 | New |
| FSA Wealth Management LLC | 348 | $6.00K | 0.00% | +348 | New |
| Ables, Iannone, Moore & Associates, Inc. | 342 | $6.03K | 0.00% | +342 | New |
| Kayne Anderson Rudnick Investment Management LLC | 355 | $6.26K | 0.00% | +290+446.2% | Added |
| Castleview Partners, LLC | 377 | $6.65K | 0.00% | +24+6.8% | Added |
| Private Wealth Management Group, LLC | 382 | $6.74K | 0.00% | +382 | New |
| Planned Solutions, Inc. | 384 | $6.77K | 0.00% | +384 | New |
| Cetera Trust Company, N.A | 384 | $6.77K | 0.00% | +384 | New |
| Abound Wealth Management | 390 | $6.88K | 0.00% | +130+50.0% | Added |
| SRS Capital Advisors, Inc. | 391 | $6.90K | 0.00% | +3+0.8% | Added |
| Resources Management Corp | 400 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 424 | $7.03K | 0.00% | −240−36.1% | Reduced |
| FSC Wealth Advisors, LLC | 400 | $7.06K | 0.01% | +400 | New |
| Bell Investment Advisors, Inc | 401 | $7.07K | 0.00% | −119−22.9% | Reduced |
| Montag A & Associates Inc | 416 | $7.34K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 419 | $7.45K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 430 | $7.59K | 0.00% | +430 | New |
| Clear Investment Research, LLC | 439 | $7.74K | 0.01% | +439 | New |
| Prestige Wealth Management Group LLC | 441 | $7.78K | 0.00% | −210−32.3% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 447 | $8.00K | 0.00% | +447 | New |
| GPS Wealth Strategies Group, LLC | 466 | $8.22K | 0.00% | −474−50.4% | Reduced |
| Cranbrook Wealth Management, LLC | 484 | $8.54K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 500 | $8.82K | 0.01% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 500 | $8.82K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 500 | $8.82K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 500 | $8.82K | 0.01% | +500 | New |
| Colonial Trust Advisors | 509 | $8.98K | 0.00% | −1,500−74.7% | Reduced |
| Asset Dedication, LLC | 453 | $9.00K | 0.00% | −999−68.8% | Reduced |
| Godsey & Gibb Associates | 525 | $9.26K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 534 | $9.42K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 537 | $9.47K | 0.01% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 547 | $9.66K | 0.01% | +547 | New |
| Blume Capital Management, Inc. | 550 | $9.70K | 0.00% | −54,965−99.0% | Reduced |
| Founders Capital Management | 562 | $9.91K | 0.01% | −868−60.7% | Reduced |
| Rockbridge Investment Management, LCC | 578 | $10.2K | 0.00% | +578 | New |
| Scarborough Advisors, LLC | 605 | $10.7K | 0.00% | +605 | New |
| Park Place Capital Corp | 649 | $11.4K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 660 | $11.6K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 663 | $11.7K | 0.01% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 665 | $11.7K | 0.00% | +665 | New |
| DHJJ Financial Advisors, Ltd. | 680 | $12.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 688 | $12.0K | 0.00% | +26+3.9% | Added |
| City Holding Co | 698 | $12.3K | 0.00% | 00.0% | Unchanged |
| BKM Wealth Management, LLC | 729 | $12.9K | 0.01% | +729 | New |
| Financial Avengers, Inc. | 732 | $12.9K | 0.01% | +12+1.7% | Added |
| GW&K Investment Management, LLC | 715 | $13.0K | 0.00% | +10+1.4% | Added |
| Core Alternative Capital | 743 | $13.1K | 0.00% | +2+0.3% | Added |
| Blue Bell Private Wealth Management, LLC | 759 | $13.4K | 0.00% | −250−24.8% | Reduced |
| Centennial Bank | 781 | $13.8K | 0.01% | 00.0% | Unchanged |
