| Winch Advisory Services, LLC | 31 | $0 | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 37 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 313 | $0 | 0.00% | +313 | New |
| HHM Wealth Advisors, LLC | 1 | $11 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 2 | $21 | 0.00% | −222−99.1% | Reduced |
| Tortoise Investment Management, LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 2 | $21 | 0.00% | 00.0% | Unchanged |
| Eukles Asset Management | 3 | $31 | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 5 | $52 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 5 | $52 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $52 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 5 | $52 | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 6 | $62 | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 7 | $73 | 0.00% | 00.0% | Unchanged |
| Motco | 8 | $83 | 0.00% | +8 | New |
| Strategic Investment Solutions, Inc. | 10 | $85 | 0.00% | −3,500−99.7% | Reduced |
| Macroview Investment Management LLC | 11 | $115 | 0.00% | +11 | New |
| Sofos Investments, Inc. | 19 | $173 | 0.00% | +6+46.2% | Added |
| Washington Trust Co | 27 | $281 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 27 | $281 | 0.00% | +2+8.0% | Added |
| Laurel Wealth Advisors LLC | 29 | $302 | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 30 | $312 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 30 | $312 | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 30 | $312 | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 35 | $364 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 38 | $395 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 40 | $406 | 0.00% | +40 | New |
| Trust Co of Vermont | 40 | $416 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 48 | $499 | 0.00% | +14+41.2% | Added |
| SRS Capital Advisors, Inc. | 50 | $520 | 0.00% | 00.0% | Unchanged |
| Trivant Custom Portfolio Group, LLC | 50 | $520 | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $520 | 0.00% | +50 | New |
| Baker Avenue Asset Management, LP | 54 | $561 | 0.00% | −2−3.6% | Reduced |
| Bell Investment Advisors, Inc | 54 | $562 | 0.00% | −68−55.7% | Reduced |
| CGC Financial Services, LLC | 55 | $571 | 0.00% | +55 | New |
| Massmutual Trust Co FSB | 66 | $686 | 0.00% | +44+200.0% | Added |
| Raffa Wealth Management, LLC | 67 | $696 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 71 | $738 | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 75 | $779 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 77 | $800 | 0.00% | +48+165.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 80 | $831 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 80 | $832 | 0.00% | −100−55.6% | Reduced |
| Glassman Wealth Services | 86 | $894 | 0.00% | −407−82.6% | Reduced |
| JFS Wealth Advisors, LLC | 89 | $925 | 0.00% | +72+423.5% | Added |
| TFC Financial Management | 90 | $936 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 124 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 155 | $1.00K | 0.00% | +55+55.0% | Added |
| Strengthening Families & Communities, LLC | 100 | $1.00K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 99 | $1.03K | 0.06% | −14−12.4% | Reduced |
| Clearview Wealth Advisors LLC | 100 | $1.04K | 0.00% | −160−61.5% | Reduced |
| Central Trust Co | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 100 | $1.04K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 100 | $1.04K | 0.00% | +100 | New |
| Bellevue Asset Management, LLC | 102 | $1.06K | 0.00% | −300−74.6% | Reduced |
| Versant Capital Management, Inc | 109 | $1.13K | 0.00% | +52+91.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 113 | $1.17K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 120 | $1.25K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 120 | $1.25K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 123 | $1.28K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 156 | $1.62K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 166 | $1.73K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 173 | $1.80K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 180 | $1.87K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 175 | $2.00K | 0.00% | −46−20.8% | Reduced |
| AlphaMark Advisors, LLC | 200 | $2.00K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 190 | $2.00K | 0.00% | −140−42.4% | Reduced |
| Aspire Private Capital, LLC | 200 | $2.08K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 200 | $2.08K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 200 | $2.08K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 204 | $2.12K | 0.00% | −6−2.9% | Reduced |
| WFA Asset Management Corp | 224 | $2.33K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 228 | $2.37K | 0.00% | +228 | New |
| Parkside Financial Bank & Trust | 229 | $2.38K | 0.00% | +36+18.7% | Added |
| New England Capital Financial Advisors LLC | 274 | $2.85K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 274 | $2.85K | 0.00% | +139+103.0% | Added |
| Chesapeake Asset Management LLC | 285 | $2.96K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 250 | $3.00K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 277 | $3.00K | 0.00% | +277 | New |
| Fiduciary Alliance LLC | 289 | $3.00K | 0.00% | +289 | New |
| Bogart Wealth, LLC | 290 | $3.01K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 300 | $3.12K | 0.00% | −670−69.1% | Reduced |
| Larson Financial Group LLC | 300 | $3.12K | 0.00% | −321−51.7% | Reduced |
| Ancora Advisors, LLC | 300 | $3.12K | 0.00% | −75−20.0% | Reduced |
| Insight Financial Services | 300 | $3.12K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 300 | $3.12K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 348 | $3.62K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 350 | $3.64K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 350 | $3.64K | 0.00% | +350 | New |
| Private Trust Co NA | 362 | $3.76K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 380 | $3.95K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 416 | $4.00K | 0.00% | +416 | New |
| Webster Bank, N. A. | 390 | $4.05K | 0.00% | −625−61.6% | Reduced |
| Level Financial Advisors, Inc. | 392 | $4.07K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 400 | $4.16K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 400 | $4.16K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 424 | $4.41K | 0.00% | +124+41.3% | Added |