| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | Unchanged |
| Pacific Center for Financial Services | 0 | $22 | 0.00% | 0 | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1 | $73 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 2 | $146 | 0.00% | +2 | New |
| Mendota Financial Group, LLC | 2 | $147 | 0.00% | +2 | New |
| Chesapeake Asset Management LLC | 5 | $365 | 0.00% | +5 | New |
| Continuum Advisory, LLC | 6 | $468 | 0.00% | +6 | New |
| WestEnd Advisors, LLC | 8 | $584 | 0.00% | +2+33.3% | Added |
| Prestige Wealth Management Group LLC | 9 | $658 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $658 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 11 | $803 | 0.00% | +11 | New |
| Highline Wealth Partners LLC | 11 | $803 | 0.00% | +11 | New |
| Strengthening Families & Communities, LLC | 11 | $835 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 12 | $876 | 0.00% | −234−95.1% | Reduced |
| Riggs Asset Managment Co. Inc. | 14 | $1.02K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.09K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 18 | $1.31K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 18 | $1.31K | 0.00% | +18 | New |
| Westside Investment Management, Inc. | 21 | $1.41K | 0.00% | −60−74.1% | Reduced |
| TFC Financial Management | 23 | $1.68K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 24 | $1.75K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 24 | $1.75K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 26 | $1.90K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 28 | $2.02K | 0.00% | +26+1,300.0% | Added |
| Dunhill Financial, LLC | 29 | $2.09K | 0.00% | +1+3.6% | Added |
| Jackson, Grant Investment Advisers, Inc. | 30 | $2.19K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 31 | $2.26K | 0.00% | +31 | New |
| Avion Wealth | 47 | $3.00K | 0.00% | +6+14.6% | Added |
| Country Trust Bank | 42 | $3.07K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 42 | $3.07K | 0.00% | +2+5.0% | Added |
| Raffa Wealth Management, LLC | 45 | $3.29K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 48 | $3.50K | 0.00% | −46−48.9% | Reduced |
| Northwest Capital Management Inc | 50 | $3.65K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $3.66K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 53 | $3.85K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 54 | $3.94K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 55 | $4.06K | 0.00% | +55 | New |
| Creekmur Asset Management LLC | 63 | $4.60K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 66 | $4.82K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 66 | $4.82K | 0.00% | +11+20.0% | Added |
| Sandy Spring Bank | 68 | $4.96K | 0.00% | −119−63.6% | Reduced |
| Indiana Trust & Investment Management CO | 69 | $5.04K | 0.00% | +69 | New |
| Laurel Wealth Advisors LLC | 69 | $5.04K | 0.00% | +69 | New |
| Carolina Wealth Advisors, LLC | 74 | $5.40K | 0.00% | +74 | New |
| Abound Wealth Management | 75 | $5.48K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 76 | $5.55K | 0.00% | +7+10.1% | Added |
| Grove Bank & Trust | 81 | $5.91K | 0.00% | +81 | New |
| Valley National Advisers Inc | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 93 | $6.79K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $7.30K | 0.00% | +100 | New |
| Y.D. More Investments Ltd | 312 | $7.34K | 0.00% | −103−24.8% | Reduced |
| Financial Freedom, LLC | 102 | $7.44K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 102 | $7.74K | 0.00% | −9−8.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 114 | $8.32K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 118 | $8.62K | 0.00% | +5+4.4% | Added |
| Capital Performance Advisors LLP | 121 | $8.83K | 0.00% | +121 | New |
| Moisand Fitzgerald Tamayo, LLC | 126 | $9.20K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 134 | $9.78K | 0.00% | +134 | New |
| Hemington Wealth Management | 142 | $10.0K | 0.00% | +142 | New |
| Sachetta, LLC | 139 | $10.2K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 140 | $10.2K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 146 | $10.7K | 0.00% | +146 | New |
| Private Wealth Management Group, LLC | 147 | $10.7K | 0.00% | +3+2.1% | Added |
| Adirondack Trust Co | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 150 | $11.0K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 150 | $11.0K | 0.00% | +150 | New |
| Aster Capital Management (DIFC) Ltd | 152 | $11.1K | 0.00% | +152 | New |
| Archer Investment Corp | 156 | $11.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 159 | $11.6K | 0.00% | −32−16.8% | Reduced |
| Castleview Partners, LLC | 162 | $11.8K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 169 | $12.0K | 0.00% | +3+1.8% | Added |
| Talon Private Wealth, LLC | 168 | $12.3K | 0.00% | +168 | New |
| Versant Capital Management, Inc | 175 | $12.8K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 180 | $13.1K | 0.00% | +20+12.5% | Added |
| West Paces Advisors Inc. | 180 | $13.1K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 182 | $13.3K | 0.00% | +1+0.6% | Added |
| Bruce G. Allen Investments, LLC | 182 | $13.3K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 200 | $14.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $15.3K | 0.00% | 00.0% | Unchanged |
| Golden State Equity Partners | 211 | $15.4K | 0.00% | +211 | New |
| Raleigh Capital Management Inc. | 211 | $15.4K | 0.01% | +3+1.4% | Added |
| Fortitude Family Office, LLC | 217 | $15.8K | 0.01% | 00.0% | Unchanged |
| Planning Capital Management Corp | 275 | $20.1K | 0.01% | +185+205.6% | Added |
| AllSquare Wealth Management LLC | 276 | $20.2K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 283 | $20.7K | 0.00% | +1+0.4% | Added |
| SRS Capital Advisors, Inc. | 284 | $20.7K | 0.00% | +10+3.6% | Added |
| Covestor Ltd | 290 | $21.0K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 294 | $21.5K | 0.00% | +294 | New |
| Compass Wealth Management LLC | 315 | $23.0K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 321 | $23.4K | 0.00% | −5−1.5% | Reduced |
| Truvestments Capital LLC | 325 | $23.7K | 0.01% | +325 | New |
| Deseret Mutual Benefit Administrators | 349 | $25.5K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 357 | $26.1K | 0.00% | −89−20.0% | Reduced |
| Larson Financial Group LLC | 370 | $27.0K | 0.00% | +48+14.9% | Added |
| Catalyst Capital Advisors LLC | 373 | $27.2K | 0.00% | +373 | New |
| Bartlett & Co. Wealth Management LLC | 384 | $28.0K | 0.00% | +198+106.5% | Added |
| Eagle Bay Advisors LLC | 403 | $29.4K | 0.01% | +22+5.8% | Added |
| Capital Advisors, Ltd. LLC | 412 | $30.0K | 0.00% | +9+2.2% | Added |
| IFP Advisors, Inc | 412 | $30.1K | 0.00% | +30+7.9% | Added |