| Safe Harbor Fiduciary, LLC | 2 | $238 | 0.00% | +2 | New |
| PFS Partners, LLC | 4 | $477 | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 4 | $495 | 0.00% | +4 | New |
| Horizon Financial Services, LLC | 8 | $953 | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.19K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 10 | $1.19K | 0.00% | +10 | New |
| SWAN Capital LLC | 10 | $1.19K | 0.00% | +10 | New |
| Strategic Investment Solutions, Inc. | 11 | $1.31K | 0.00% | −175−94.1% | Reduced |
| Toth Financial Advisory Corp | 11 | $1.31K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 11 | $1.31K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 12 | $1.40K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 12 | $1.43K | 0.00% | +12 | New |
| Caitlin John, LLC | 14 | $1.52K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 13 | $1.52K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 15 | $1.79K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 15 | $1.84K | 0.00% | −252−94.4% | Reduced |
| SYSTM Wealth Solutions LLC | 16 | $1.91K | 0.06% | −6,702−99.8% | Reduced |
| Arrow Financial Corp | 20 | $2.38K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20 | $2.38K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 24 | $2.86K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 25 | $2.98K | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 27 | $3.21K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 29 | $3.45K | 0.00% | +29 | New |
| Fred Alger Management, LLC | 31 | $3.69K | 0.00% | −54,462−99.9% | Reduced |
| CKW Financial Group | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 37 | $4.41K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 38 | $4.53K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 38 | $4.53K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 40 | $4.76K | 0.00% | −300−88.2% | Reduced |
| FPC Investment Advisory, Inc. | 42 | $4.95K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 46 | $5.48K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 48 | $5.73K | 0.00% | +13+37.1% | Added |
| Halpern Financial, Inc. | 50 | $5.82K | 0.00% | −163−76.5% | Reduced |
| ClariVest Asset Management LLC | 41 | $5.92K | 0.00% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 50 | $5.95K | 0.00% | −9,843−99.5% | Reduced |
| Copley Financial Group, Inc. | 52 | $6.19K | 0.01% | +52 | New |
| Baillie Gifford & Co | 53 | $6.31K | 0.00% | +9+20.5% | Added |
| Robinswood Financial LLC | 56 | $6.67K | 0.00% | +31+124.0% | Added |
| Mendota Financial Group, LLC | 58 | $6.91K | 0.00% | +17+41.5% | Added |
| Delta Asset Management LLC | 60 | $7.14K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 60 | $7.14K | 0.00% | +60 | New |
| CGC Financial Services, LLC | 65 | $7.74K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 66 | $7.86K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 68 | $8.10K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 70 | $8.34K | 0.00% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 76 | $9.00K | 0.00% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 80 | $9.53K | 0.01% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 80 | $9.53K | 0.01% | 00.0% | Unchanged |
| Concord Wealth Partners | 80 | $9.58K | 0.00% | +61+321.1% | Added |
| Hoey Investments, Inc | 68 | $9.71K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 83 | $9.90K | 0.00% | +5+6.4% | Added |
| Raleigh Capital Management Inc. | 92 | $10.9K | 0.00% | +1+1.1% | Added |
| JDM Financial Group LLC | 95 | $11.3K | 0.01% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 96 | $11.4K | 0.00% | +96 | New |
| Legacy Investment Solutions, LLC | 109 | $11.7K | 0.01% | +109 | New |
| Legacy Wealth Managment, LLC | 109 | $11.7K | 0.01% | +109 | New |
| SOA Wealth Advisors, LLC. | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 100 | $11.9K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 105 | $12.5K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 107 | $12.7K | 0.00% | −1,000−90.3% | Reduced |
| ESL Trust Services, LLC | 107 | $12.7K | 0.00% | −158−59.6% | Reduced |
| Copeland Capital Management, LLC | 107 | $12.7K | 0.00% | +107 | New |
| Macquarie Group Ltd | 105 | $13.0K | 0.00% | −71−40.3% | Reduced |
| Talon Private Wealth, LLC | 112 | $13.3K | 0.00% | +112 | New |
| Financial Freedom, LLC | 115 | $13.7K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 120 | $14.3K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 121 | $14.4K | 0.00% | +20+19.8% | Added |
| CarsonAllaria Wealth Management, Ltd. | 122 | $14.5K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 122 | $14.5K | 0.01% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 126 | $15.0K | 0.00% | +26+26.0% | Added |
| HHM Wealth Advisors, LLC | 130 | $15.5K | 0.00% | +90+225.0% | Added |
| REAP Financial Group, LLC | 133 | $15.9K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 135 | $16.1K | 0.00% | +135 | New |
| Flaharty Asset Management, LLC | 136 | $16.2K | 0.00% | +136 | New |
| Reston Wealth Management LLC | 136 | $16.2K | 0.01% | +136 | New |
| Darwin Advisors, LLC | 141 | $16.7K | 0.00% | +141 | New |
| Eagle Bay Advisors LLC | 146 | $17.4K | 0.01% | +18+14.1% | Added |
| True Wealth Design, LLC | 148 | $17.6K | 0.01% | −203−57.8% | Reduced |
| SJS Investment Consulting Inc. | 150 | $17.9K | 0.00% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 156 | $18.6K | 0.02% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 174 | $18.7K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 161 | $19.2K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 168 | $20.0K | 0.01% | +168 | New |
| Tacita Capital Inc | 169 | $20.1K | 0.01% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 169 | $20.1K | 0.01% | +169 | New |
| Center for Financial Planning, Inc. | 170 | $20.2K | 0.00% | +70+70.0% | Added |
| 1620 Investment Advisors, Inc. | 176 | $21.0K | 0.02% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 180 | $21.4K | 0.01% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 183 | $21.8K | 0.00% | +183 | New |
| Global Wealth Strategies & Associates | 189 | $22.5K | 0.01% | +69+57.5% | Added |
| Pingora Partners LLC | 190 | $22.6K | 0.02% | 00.0% | Unchanged |
| First PREMIER Bank | 191 | $23.0K | 0.01% | −103−35.0% | Reduced |
| Edmond de Rothschild Holding S.A. | 200 | $23.8K | 0.00% | −425−68.0% | Reduced |
| McIlrath & Eck, LLC | 200 | $23.8K | 0.00% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 200 | $23.8K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 205 | $24.4K | 0.02% | −517−71.6% | Reduced |
| Spectrum Wealth Counsel, LLC | 208 | $24.8K | 0.00% | −2,335−91.8% | Reduced |
| TD Capital Management LLC | 208 | $24.8K | 0.00% | 00.0% | Unchanged |