| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | New |
| ORG Partners LLC | 1 | $418 | 0.00% | +1 | New |
| True Wealth Design, LLC | 1 | $419 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $836 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 2 | $837 | 0.00% | +2 | New |
| PEAK6 Investments LLC | 2 | $856 | 0.00% | −1−33.3% | Reduced |
| Valley National Advisers Inc | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 3 | $1.07K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $1.25K | 0.00% | −1−25.0% | Reduced |
| Abound Wealth Management | 3 | $1.25K | 0.00% | +2+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 3 | $1.25K | 0.00% | +3 | New |
| Baystate Wealth Management LLC | 4 | $1.67K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $1.67K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 4 | $1.67K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 4 | $1.67K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 5 | $2.00K | 0.00% | −3−37.5% | Reduced |
| Ranger Investment Management, L.P. | 5 | $2.09K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 5 | $2.09K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5 | $2.09K | 0.00% | +4+400.0% | Added |
| Turtle Creek Wealth Advisors, LLC | 5 | $2.09K | 0.00% | +5 | New |
| Naples Money Management LLC | 5 | $2.09K | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 5 | $2.09K | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 6 | $2.51K | 0.00% | +6 | New |
| Fairman Group, LLC | 6 | $2.51K | 0.00% | +6 | New |
| Bellevue Asset Management, LLC | 7 | $2.93K | 0.00% | +1+16.7% | Added |
| Eagle Bay Advisors LLC | 7 | $2.93K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 7 | $2.93K | 0.00% | +7 | New |
| Tower View Investment Management & Research LLC | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 8 | $3.35K | 0.00% | −3−27.3% | Reduced |
| Zions Bancorporation, N.A. | 9 | $3.76K | 0.00% | 00.0% | Unchanged |
| Arrow Financial Corp | 9 | $3.76K | 0.00% | +9 | New |
| Asset Dedication, LLC | 10 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 11 | $4.60K | 0.00% | +11 | New |
| Larson Financial Group LLC | 12 | $5.02K | 0.00% | −21−63.6% | Reduced |
| Key Financial Inc | 12 | $5.02K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 12 | $5.02K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 12 | $5.02K | 0.00% | +1+9.1% | Added |
| Jamison Private Wealth Management, Inc. | 14 | $5.85K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 17 | $7.11K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 18 | $7.53K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 20 | $7.72K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 20 | $7.72K | 0.01% | +20 | New |
| Trust Co of Vermont | 19 | $7.94K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 19 | $8.00K | 0.00% | 00.0% | Unchanged |
| Garner Asset Management Corp | 20 | $8.74K | 0.00% | +20 | New |
| Rothschild Investment LLC | 21 | $8.78K | 0.00% | +21 | New |
| Steward Partners Investment Advisory, LLC | 22 | $9.20K | 0.00% | +22 | New |
| West Branch Capital LLC | 24 | $10.0K | 0.00% | −17−41.5% | Reduced |
| JJJ Advisors Inc. | 24 | $10.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 26 | $10.9K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $11.7K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 28 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 28 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $12.5K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 34 | $14.2K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 34 | $14.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 35 | $14.6K | 0.00% | +16+84.2% | Added |
| Creekmur Asset Management LLC | 35 | $14.6K | 0.00% | +35 | New |
| Quent Capital, LLC | 36 | $15.1K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 40 | $16.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 43 | $17.0K | 0.00% | −205−82.7% | Reduced |
| Venturi Wealth Management, LLC | 42 | $17.6K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 44 | $18.4K | 0.01% | +44 | New |
| Fortitude Family Office, LLC | 46 | $19.2K | 0.01% | +46 | New |
| Semmax Financial Advisors Inc. | 45 | $19.4K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 47 | $19.7K | 0.02% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 49 | $20.5K | 0.00% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 52 | $21.7K | 0.00% | +52 | New |
| Smithfield Trust Co | 54 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 54 | $22.6K | 0.01% | +27+100.0% | Added |
| Tradition Wealth Management, LLC | 56 | $23.0K | 0.00% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 60 | $25.1K | 0.02% | +60 | New |
| Kapitalo Investimentos Ltda | 63 | $26.3K | 0.01% | +63 | New |
| Glass Jacobson Investment Advisors llc | 64 | $26.8K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 65 | $27.2K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 67 | $28.0K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 69 | $28.9K | 0.00% | −3−4.2% | Reduced |
| Harvest Fund Management Co., Ltd | 70 | $29.0K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 70 | $29.3K | 0.02% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 73 | $30.5K | 0.01% | −2−2.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 75 | $31.3K | 0.00% | +75 | New |
| Pinnacle Financial Partners Inc | 75 | $31.4K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 74 | $31.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 79 | $33.0K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 84 | $35.1K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 84 | $35.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 84 | $35.1K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 88 | $36.8K | 0.00% | +16+22.2% | Added |
| SRS Capital Advisors, Inc. | 90 | $37.6K | 0.00% | −2−2.2% | Reduced |
| Headlands Technologies LLC | 96 | $40.1K | 0.01% | +96 | New |
| Atwood & Palmer Inc | 100 | $41.8K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $41.8K | 0.00% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 100 | $41.8K | 0.00% | +100 | New |
| Castleview Partners, LLC | 101 | $42.2K | 0.03% | −1−1.0% | Reduced |
| Rakuten Investment Management, Inc. | 104 | $43.5K | 0.00% | +104 | New |
| Lindbrook Capital, LLC | 116 | $48.5K | 0.00% | +39+50.6% | Added |
| Ci Investments Inc. | 116 | $49.0K | 0.00% | −5−4.1% | Reduced |
| Global Retirement Partners, LLC | 120 | $50.1K | 0.00% | −36−23.1% | Reduced |
| Chilton Capital Management LLC | 124 | $51.8K | 0.00% | +124 | New |
| Pin Oak Investment Advisors Inc | 125 | $52.0K | 0.05% | 00.0% | Unchanged |