| Strengthening Families & Communities, LLC | 3 | $0 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| McClarren Financial Advisors, Inc. | 158 | $10 | 0.01% | +89+129.0% | Added |
| ClariVest Asset Management LLC | 3 | $464 | 0.00% | −54−94.7% | Reduced |
| Castleview Partners, LLC | 3 | $474 | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 3 | $508 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 4 | $632 | 0.00% | −1−20.0% | Reduced |
| Barrett & Company, Inc. | 5 | $790 | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 6 | $948 | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 6 | $948 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 7 | $1.05K | 0.00% | −12−63.2% | Reduced |
| Iron Horse Wealth Management, LLC | 7 | $1.11K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 8 | $1.26K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 8 | $1.26K | 0.00% | +8 | New |
| Global Trust Asset Management, LLC | 10 | $1.58K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 10 | $1.58K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 13 | $2.04K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 13 | $2.06K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 15 | $2.17K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 14 | $2.21K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 14 | $2.21K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 14 | $2.22K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 16 | $2.53K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 17 | $2.69K | 0.00% | +4+30.8% | Added |
| Tucker Asset Management LLC | 18 | $2.85K | 0.00% | −6−25.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 18 | $2.85K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 18 | $2.85K | 0.00% | +18 | New |
| Frazier Financial Advisors, LLC | 18 | $2.85K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 19 | $2.98K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 21 | $3.32K | 0.00% | +21 | New |
| Redmont Wealth Advisors LLC | 22 | $3.48K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 23 | $3.64K | 0.00% | +2+9.5% | Added |
| Ancora Advisors, LLC | 23 | $3.71K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 24 | $3.79K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 29 | $4.00K | 0.00% | −5−14.7% | Reduced |
| Sugarloaf Wealth Management, LLC | 26 | $4.11K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 26 | $4.11K | 0.00% | +26 | New |
| Dunhill Financial, LLC | 26 | $4.14K | 0.00% | +5+23.8% | Added |
| Kiely Wealth Advisory Group, Inc. | 30 | $4.38K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 30 | $4.74K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 30 | $4.74K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 32 | $5.06K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 35 | $5.53K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 35 | $6.00K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 38 | $6.01K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 44 | $6.96K | 0.00% | +3+7.3% | Added |
| AlphaMark Advisors, LLC | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 45 | $7.11K | 0.00% | +45 | New |
| Park Place Capital Corp | 46 | $7.27K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 46 | $7.27K | 0.00% | +46 | New |
| SJS Investment Consulting Inc. | 46 | $7.27K | 0.00% | −6−11.5% | Reduced |
| Kessler Investment Group, LLC | 47 | $7.43K | 0.00% | −32,015−99.9% | Reduced |
| Tompkins Financial Corp | 50 | $7.90K | 0.00% | −104−67.5% | Reduced |
| Tortoise Investment Management, LLC | 51 | $8.00K | 0.00% | +1+2.0% | Added |
| Rakuten Securities, Inc. | 55 | $8.69K | 0.00% | +42+323.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 55 | $8.72K | 0.00% | +23+71.9% | Added |
| Capital Advisors, Ltd. LLC | 57 | $9.00K | 0.00% | +10+21.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 58 | $9.64K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 63 | $9.96K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 65 | $10.3K | 0.00% | −51−44.0% | Reduced |
| Solstein Capital, LLC | 70 | $11.1K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 71 | $11.2K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 75 | $11.9K | 0.01% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 76 | $12.0K | 0.00% | −22−22.4% | Reduced |
| Financial Management Professionals, Inc. | 74 | $12.0K | 0.00% | −1−1.3% | Reduced |
| 1620 Investment Advisors, Inc. | 76 | $12.0K | 0.01% | +76 | New |
| Continuum Advisory, LLC | 77 | $12.2K | 0.00% | +2+2.7% | Added |
| Sachetta, LLC | 77 | $12.3K | 0.01% | +13+20.3% | Added |
| Mascoma Wealth Management LLC | 79 | $12.5K | 0.00% | +79 | New |
| Bruce G. Allen Investments, LLC | 80 | $12.6K | 0.01% | −25−23.8% | Reduced |
| McIlrath & Eck, LLC | 80 | $12.6K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 81 | $12.8K | 0.01% | −710−89.8% | Reduced |
| Valued Wealth Advisors LLC | 87 | $13.8K | 0.01% | +5+6.1% | Added |
| Archer Investment Corp | 88 | $13.9K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 92 | $14.6K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 93 | $14.7K | 0.01% | 00.0% | Unchanged |
| Matrix Trust Co | 94 | $15.0K | 0.00% | +52+123.8% | Added |
| Cedar Wealth Management, LLC | 100 | $15.8K | 0.01% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 100 | $15.8K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 100 | $15.8K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 100 | $15.8K | 0.01% | +100 | New |
| Bartlett & Co. Wealth Management LLC | 101 | $16.0K | 0.00% | −76−42.9% | Reduced |
| Bell Investment Advisors, Inc | 102 | $16.1K | 0.00% | −4−3.8% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 102 | $16.2K | 0.00% | −3−2.9% | Reduced |
| Riverview Trust Co | 107 | $16.9K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 107 | $16.9K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 108 | $17.1K | 0.00% | −47−30.3% | Reduced |
| Burkett Financial Services, LLC | 109 | $17.3K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 110 | $17.4K | 0.00% | +18+19.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 113 | $17.9K | 0.01% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 103 | $17.9K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 111 | $18.0K | 0.00% | +19+20.7% | Added |
| Davis Capital Management | 115 | $18.1K | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 116 | $18.4K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 119 | $18.8K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 129 | $20.4K | 0.01% | −39−23.2% | Reduced |
| Opal Wealth Advisors, LLC | 130 | $20.5K | 0.01% | +130 | New |
| Versant Capital Management, Inc | 130 | $20.6K | 0.01% | +24+22.6% | Added |