| Trust Co | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 1 | $22 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 6 | $133 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 9 | $178 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 10 | $221 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 12 | $266 | 0.00% | +12 | New |
| Tucker Asset Management LLC | 14 | $311 | 0.00% | +14 | New |
| Legacy Investment Solutions, LLC | 22 | $590 | 0.00% | +22 | New |
| Legacy Wealth Managment, LLC | 22 | $590 | 0.00% | +22 | New |
| First Personal Financial Services | 27 | $597 | 0.00% | +27 | New |
| Quest Partners LLC | 28 | $619 | 0.00% | +28 | New |
| Strengthening Families & Communities, LLC | 29 | $641 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 34 | $752 | 0.00% | −198−85.3% | Reduced |
| Birch Capital Management, LLC | 36 | $795 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 36 | $795 | 0.00% | +5+16.1% | Added |
| PFG Private Wealth Management, LLC | 37 | $807 | 0.00% | +1+2.8% | Added |
| Caitlin John, LLC | 34 | $911 | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 46 | $1.02K | 0.00% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 47 | $1.06K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 50 | $1.10K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 53 | $1.17K | 0.00% | +41+341.7% | Added |
| Carolinas Wealth Consulting LLC | 63 | $1.39K | 0.00% | +15+31.3% | Added |
| Delos Wealth Advisors, LLC | 63 | $1.40K | 0.00% | +1+1.6% | Added |
| Raffa Wealth Management, LLC | 65 | $1.44K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 67 | $1.48K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 69 | $1.52K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 75 | $1.65K | 0.00% | −147−66.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 100 | $2.21K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 107 | $2.36K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 108 | $2.39K | 0.00% | +1+0.9% | Added |
| Heritage Wealth Advisors | 117 | $2.58K | 0.00% | −137−53.9% | Reduced |
| Caldwell Trust Co | 128 | $2.83K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 130 | $2.87K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 133 | $2.94K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 134 | $2.96K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 138 | $3.05K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 140 | $3.10K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 129 | $3.21K | 0.00% | +2+1.6% | Added |
| Morton Brown Family Wealth, LLC | 153 | $3.38K | 0.00% | +153 | New |
| WFA of San Diego, LLC | 165 | $3.65K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 169 | $3.73K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 189 | $4.00K | 0.00% | +6+3.3% | Added |
| Aspect Partners, LLC | 194 | $4.29K | 0.00% | +7+3.7% | Added |
| Red Tortoise LLC | 198 | $4.37K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 200 | $4.42K | 0.00% | −3,828−95.0% | Reduced |
| Darwin Advisors, LLC | 205 | $4.53K | 0.00% | +205 | New |
| West Financial Advisors, LLC | 209 | $4.62K | 0.00% | +3+1.5% | Added |
| Providence Capital Advisors, LLC | 210 | $4.64K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 219 | $4.84K | 0.01% | −2,020−90.2% | Reduced |
| Byrne Asset Management LLC | 219 | $4.84K | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 221 | $4.88K | 0.00% | +221 | New |
| Coastline Trust Co | 230 | $5.08K | 0.00% | +230 | New |
| Blue Bell Private Wealth Management, LLC | 250 | $5.52K | 0.00% | −24−8.8% | Reduced |
| Anfield Capital Management, LLC | 251 | $5.54K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 256 | $5.66K | 0.00% | −729−74.0% | Reduced |
| Trust Co of Vermont | 261 | $5.76K | 0.00% | +261 | New |
| Kelly Lawrence W & Associates Inc | 278 | $6.14K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 279 | $6.16K | 0.00% | 00.0% | Unchanged |
| Central Pacific Bank - Trust Division | 286 | $6.32K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 301 | $6.65K | 0.00% | +201+201.0% | Added |
| Highline Wealth Partners LLC | 305 | $6.74K | 0.00% | +80+35.6% | Added |
| McMahon Financial Advisors, LLC | 311 | $6.87K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 311 | $6.87K | 0.00% | +136+77.7% | Added |
| Birchbrook, Inc. | 316 | $6.98K | 0.00% | +316 | New |
| Briaud Financial Planning, Inc | 350 | $7.00K | 0.00% | +5+1.4% | Added |
| Transcendent Capital Group LLC | 336 | $7.41K | 0.00% | +4+1.2% | Added |
| Perkins Coie Trust Co | 337 | $7.44K | 0.00% | +337 | New |
| FSA Wealth Management LLC | 348 | $7.69K | 0.00% | +348 | New |
| Optimum Investment Advisors | 350 | $7.73K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 352 | $7.78K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 359 | $8.00K | 0.00% | +210+140.9% | Added |
| Centennial Bank | 369 | $8.15K | 0.00% | −412−52.8% | Reduced |
| Reston Wealth Management LLC | 370 | $8.17K | 0.00% | +370 | New |
| Cetera Trust Company, N.A | 384 | $8.48K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 395 | $8.73K | 0.00% | +65+19.7% | Added |
| Resources Management Corp | 400 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 410 | $9.06K | 0.01% | +410 | New |
| Main Street Group, LTD | 439 | $9.70K | 0.00% | −30−6.4% | Reduced |
| Prestige Wealth Management Group LLC | 441 | $9.74K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 443 | $9.79K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 458 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 484 | $10.7K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 500 | $11.0K | 0.00% | −60−10.7% | Reduced |
| AllSquare Wealth Management LLC | 500 | $11.0K | 0.01% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 500 | $11.0K | 0.00% | 00.0% | Unchanged |
| Advantage Trust Co | 500 | $11.0K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 534 | $11.8K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 537 | $11.9K | 0.01% | 00.0% | Unchanged |
| Peterson Financial Group, Inc. | 549 | $12.1K | 0.05% | +549 | New |
| Blume Capital Management, Inc. | 550 | $12.2K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 559 | $12.3K | 0.00% | +2+0.4% | Added |
| City Holding Co | 565 | $12.5K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 568 | $12.5K | 0.00% | +568 | New |
| POM Investment Strategies, LLC | 572 | $12.6K | 0.01% | +7+1.2% | Added |
| Tidemark, LLC | 579 | $12.8K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 587 | $13.0K | 0.00% | +195+49.7% | Added |
| Crewe Advisors LLC | 601 | $13.3K | 0.00% | +4+0.7% | Added |
| Manchester Capital Management LLC | 628 | $13.9K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 657 | $14.5K | 0.00% | +657 | New |
| Castleview Partners, LLC | 661 | $14.6K | 0.01% | 00.0% | Unchanged |