| Quest Partners LLC | 1 | $45 | 0.00% | +1 | New |
| Trust Co of Vermont | 2 | $90 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4 | $181 | 0.00% | +4 | New |
| Sofos Investments, Inc. | 5 | $282 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 10 | $452 | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 10 | $452 | 0.00% | +10 | New |
| Tfo-TDC, LLC | 14 | $633 | 0.00% | −4−22.2% | Reduced |
| AdvisorNet Financial, Inc | 14 | $633 | 0.00% | +14 | New |
| Valued Wealth Advisors LLC | 13 | $640 | 0.00% | +13 | New |
| Pineridge Advisors LLC | 18 | $814 | 0.00% | +18 | New |
| Kayne Anderson Rudnick Investment Management LLC | 18 | $823 | 0.00% | +18 | New |
| Avion Wealth | 13 | $1.00K | 0.00% | −31−70.5% | Reduced |
| Financial Management Professionals, Inc. | 29 | $1.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 20 | $1.00K | 0.00% | +20 | New |
| Focused Wealth Management, Inc | 24 | $1.07K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 24 | $1.08K | 0.00% | −1−4.0% | Reduced |
| RFP Financial Group LLC | 24 | $1.08K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 28 | $1.27K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 38 | $1.71K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 46 | $2.08K | 0.00% | +46 | New |
| VisionPoint Advisory Group, LLC | 51 | $2.31K | 0.00% | −22−30.1% | Reduced |
| Bruce G. Allen Investments, LLC | 52 | $2.35K | 0.00% | +52 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 53 | $2.40K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 53 | $2.40K | 0.00% | +53 | New |
| Beaird Harris Wealth Management, LLC | 60 | $2.71K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 63 | $2.85K | 0.00% | −86−57.7% | Reduced |
| Quarry LP | 64 | $2.89K | 0.00% | −130−67.0% | Reduced |
| SJS Investment Consulting Inc. | 70 | $3.17K | 0.00% | −2−2.8% | Reduced |
| Whittier Trust Co | 74 | $3.35K | 0.00% | −13−14.9% | Reduced |
| Farmers & Merchants Investments Inc | 75 | $3.39K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 77 | $3.48K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 92 | $4.16K | 0.00% | +92 | New |
| Barrett & Company, Inc. | 99 | $4.48K | 0.00% | +99 | New |
| Fairfield, Bush & Co. | 105 | $4.74K | 0.00% | +105 | New |
| GoalVest Advisory LLC | 110 | $4.97K | 0.00% | +110 | New |
| Ibex Wealth Advisors | 113 | $5.10K | 1.11% | −110,020−99.9% | Reduced |
| Caitlin John, LLC | 114 | $5.16K | 0.00% | +114 | New |
| Lee Financial Co | 120 | $5.43K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 111 | $5.46K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 121 | $5.47K | 0.00% | −3−2.4% | Reduced |
| DT Investment Partners, LLC | 116 | $5.55K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 131 | $5.92K | 0.00% | +1+0.8% | Added |
| Spectrum Wealth Counsel, LLC | 131 | $5.92K | 0.00% | +131 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 140 | $6.33K | 0.00% | +50+55.6% | Added |
| Frazier Financial Advisors, LLC | 149 | $6.74K | 0.01% | +149 | New |
| Armstrong Advisory Group, Inc | 167 | $7.55K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 167 | $7.55K | 0.00% | +162+3,240.0% | Added |
| Manchester Capital Management LLC | 174 | $7.87K | 0.00% | +104+148.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 175 | $7.91K | 0.00% | +175 | New |
| Hexagon Capital Partners LLC | 177 | $8.00K | 0.00% | −36−16.9% | Reduced |
| Asset Dedication, LLC | 203 | $9.00K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 204 | $9.22K | 0.00% | +41+25.2% | Added |
| Private Ocean, LLC | 209 | $9.45K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 224 | $10.0K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 222 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 227 | $10.3K | 0.00% | +18+8.6% | Added |
| Hollencrest Capital Management | 229 | $10.4K | 0.00% | +2+0.9% | Added |
| Coppell Advisory Solutions LLC | 259 | $11.7K | 0.00% | +8+3.2% | Added |
| Massmutual Trust Co FSB | 274 | $12.4K | 0.00% | +6+2.2% | Added |
| Cherry Tree Wealth Management, LLC | 284 | $12.8K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 290 | $13.1K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 300 | $13.6K | 0.01% | +300 | New |
| Heritage Wealth Advisors | 304 | $13.7K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 307 | $13.9K | 0.00% | +33+12.0% | Added |
| Richard W. Paul & Associates, LLC | 310 | $14.0K | 0.01% | +310 | New |
| TD Private Client Wealth LLC | 335 | $15.1K | 0.00% | −20−5.6% | Reduced |
| Harbour Investments, Inc. | 341 | $15.4K | 0.00% | −36−9.5% | Reduced |
| Glassman Wealth Services | 375 | $17.0K | 0.00% | −271−42.0% | Reduced |
| EverSource Wealth Advisors, LLC | 391 | $17.7K | 0.00% | −144−26.9% | Reduced |
| Sugarloaf Wealth Management, LLC | 399 | $18.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 400 | $18.1K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 410 | $18.5K | 0.00% | +410 | New |
| North Star Investment Management Corp. | 416 | $18.8K | 0.00% | −13−3.0% | Reduced |
| Rise Advisors, LLC | 420 | $19.0K | 0.01% | +4+1.0% | Added |
| Loomis Sayles & Co L P | 457 | $21.0K | 0.00% | −26−5.4% | Reduced |
| Resurgent Financial Advisors LLC | 467 | $21.1K | 0.01% | −52−10.0% | Reduced |
| Nalls Sherbakoff Group, LLC | 500 | $22.6K | 0.02% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 500 | $22.6K | 0.01% | +500 | New |
| Leonteq Securities AG | 502 | $22.7K | 0.00% | −92−15.5% | Reduced |
| Private Wealth Management Group, LLC | 523 | $23.7K | 0.01% | +523 | New |
| Federation des caisses Desjardins du Quebec | 529 | $23.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 537 | $24.3K | 0.01% | −45−7.7% | Reduced |
| Contravisory Investment Management, Inc. | 554 | $25.1K | 0.01% | +554 | New |
| McIlrath & Eck, LLC | 555 | $25.1K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 556 | $25.1K | 0.00% | +21+3.9% | Added |
| Brown Brothers Harriman & Co | 590 | $26.7K | 0.00% | −27−4.4% | Reduced |
| Custom Portfolio Group LLC | 594 | $26.9K | 0.02% | +594 | New |
| WealthCollab, LLC | 597 | $27.0K | 0.02% | +597 | New |
| Deseret Mutual Benefit Administrators | 604 | $27.3K | 0.02% | −166−21.6% | Reduced |
| Geneos Wealth Management Inc. | 612 | $27.7K | 0.00% | +4+0.7% | Added |
| Cutler Group LP | 670 | $30.0K | 0.00% | −493−42.4% | Reduced |
| Bangor Savings Bank | 664 | $30.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 741 | $33.5K | 0.00% | +108+17.1% | Added |
| Arlington Partners LLC | 774 | $35.0K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 800 | $36.0K | 0.00% | +800 | New |
| Arlington Trust Co LLC | 826 | $37.4K | 0.01% | +52+6.7% | Added |
| Parkside Financial Bank & Trust | 911 | $41.2K | 0.01% | +135+17.4% | Added |
| Virtus Fund Advisers, LLC | 962 | $43.5K | 0.27% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 979 | $44.3K | 0.02% | +5+0.5% | Added |
