| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| SRS Capital Advisors, Inc. | 1 | $190 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $190 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 1 | $303 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $380 | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 4 | $759 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4 | $759 | 0.00% | +4 | New |
| Bell Investment Advisors, Inc | 4 | $760 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $764 | 0.00% | −6−60.0% | Reduced |
| WR Wealth Planners, LLC | 5 | $949 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 4 | $1.00K | 0.00% | +4 | New |
| Gradient Investments LLC | 6 | $1.14K | 0.00% | −7−53.8% | Reduced |
| Salomon & Ludwin, LLC | 6 | $1.14K | 0.00% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 6 | $1.14K | 0.00% | +6 | New |
| Hollencrest Capital Management | 7 | $1.33K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 7 | $1.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 7 | $1.33K | 0.00% | +3+75.0% | Added |
| Dunhill Financial, LLC | 8 | $1.43K | 0.00% | +2+33.3% | Added |
| Raffa Wealth Management, LLC | 8 | $1.52K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 9 | $1.71K | 0.00% | −45−83.3% | Reduced |
| Northwest Capital Management Inc | 9 | $1.71K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 9 | $1.71K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 10 | $1.85K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $1.90K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 10 | $1.90K | 0.00% | +10 | New |
| Prestige Wealth Management Group LLC | 10 | $1.91K | 0.00% | −20−66.7% | Reduced |
| Avion Wealth | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 11 | $2.09K | 0.00% | +8+266.7% | Added |
| Harbor Investment Advisory, LLC | 11 | $2.09K | 0.00% | +5+83.3% | Added |
| Albion Financial Group | 13 | $2.47K | 0.00% | +7+116.7% | Added |
| 1832 Asset Management L.P. | 17 | $3.23K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $3.23K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 18 | $3.42K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 18 | $3.42K | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 18 | $3.42K | 0.00% | +18 | New |
| Aspect Partners, LLC | 20 | $3.80K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 25 | $4.75K | 0.00% | −1−3.8% | Reduced |
| Solstein Capital, LLC | 28 | $5.31K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 29 | $5.50K | 0.00% | +29 | New |
| BOK Financial Private Wealth, Inc. | 29 | $5.54K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 30 | $5.72K | 0.00% | +17+130.8% | Added |
| Valley National Advisers Inc | 33 | $6.00K | 0.00% | −10−23.3% | Reduced |
| Castleview Partners, LLC | 32 | $6.07K | 0.00% | +13+68.4% | Added |
| M&R Capital Management Inc | 36 | $6.74K | 0.00% | −3−7.7% | Reduced |
| CoreCap Advisors, LLC | 36 | $6.83K | 0.00% | +36 | New |
| GW&K Investment Management, LLC | 38 | $7.00K | 0.00% | −14−26.9% | Reduced |
| Centerpoint Advisors, LLC | 38 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 44 | $7.18K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 39 | $7.40K | 0.00% | +2+5.4% | Added |
| RFP Financial Group LLC | 40 | $7.59K | 0.00% | +4+11.1% | Added |
| Red Tortoise LLC | 41 | $7.78K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 45 | $8.54K | 0.00% | −19−29.7% | Reduced |
| Jamison Private Wealth Management, Inc. | 46 | $8.73K | 0.00% | +46 | New |
| Financial Management Professionals, Inc. | 48 | $9.00K | 0.00% | −20−29.4% | Reduced |
| Asset Dedication, LLC | 56 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 60 | $10.6K | 0.00% | +1+1.7% | Added |
| Aspire Private Capital, LLC | 58 | $11.0K | 0.00% | +1+1.8% | Added |
| Farmers & Merchants Investments Inc | 59 | $11.2K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 59 | $11.2K | 0.00% | +59 | New |
| Wetzel Investment Advisors, Inc. | 66 | $11.8K | 0.01% | +23+53.5% | Added |
| JJJ Advisors Inc. | 63 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 65 | $12.3K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 65 | $12.3K | 0.01% | +4+6.6% | Added |
| Clearstead Advisors, LLC | 71 | $12.9K | 0.00% | +14+24.6% | Added |
| St Germain D J Co Inc | 68 | $12.9K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 73 | $13.9K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 74 | $14.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 82 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 83 | $15.8K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 84 | $15.9K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 85 | $16.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 87 | $16.5K | 0.00% | +87 | New |
| Private Wealth Management Group, LLC | 90 | $17.1K | 0.01% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 95 | $18.0K | 0.01% | +41+75.9% | Added |
| Versant Capital Management, Inc | 98 | $18.6K | 0.01% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 99 | $18.7K | 0.01% | +1+1.0% | Added |
| Gables Capital Management Inc. | 100 | $19.0K | 0.01% | −90−47.4% | Reduced |
| AllSquare Wealth Management LLC | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 106 | $19.1K | 0.00% | +106 | New |
| PSI Advisors, LLC | 106 | $20.0K | 0.01% | +1+1.0% | Added |
| Trust Co | 107 | $20.3K | 0.00% | −2−1.8% | Reduced |
| Group One Trading, L.P. | 108 | $20.5K | 0.00% | +108 | New |
| Newbridge Financial Services Group, Inc. | 108 | $20.5K | 0.01% | +108 | New |
| DT Investment Partners, LLC | 108 | $20.5K | 0.00% | −7,409−98.6% | Reduced |
| Hexagon Capital Partners LLC | 110 | $20.9K | 0.00% | +47+74.6% | Added |
| FinTrust Capital Advisors, LLC | 115 | $21.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 116 | $22.0K | 0.00% | −137−54.2% | Reduced |
| Salem Investment Counselors Inc | 124 | $23.7K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 131 | $24.9K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 134 | $25.4K | 0.01% | +134 | New |
| Global Retirement Partners, LLC | 145 | $27.6K | 0.00% | +4+2.8% | Added |
| McIlrath & Eck, LLC | 148 | $28.1K | 0.00% | +81+120.9% | Added |
| Whittier Trust Co | 150 | $28.5K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 150 | $28.5K | 0.00% | +150 | New |
| Allworth Financial LP | 160 | $30.3K | 0.00% | −13−7.5% | Reduced |
| Hall Laurie J Trustee | 160 | $31.0K | 0.01% | −50−23.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 164 | $31.3K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 177 | $33.8K | 0.01% | +68+62.4% | Added |
| First Horizon Advisors, Inc. | 180 | $34.2K | 0.00% | −3−1.6% | Reduced |
| Avondale Wealth Management | 190 | $36.1K | 0.03% | 00.0% | Unchanged |