| Bogart Wealth, LLC | 2 | $0 | 0.00% | −18−90.0% | Reduced |
| EverSource Wealth Advisors, LLC | 2 | $0 | 0.00% | −7−77.8% | Reduced |
| PrairieView Partners, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 1 | $0 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 3 | $1.00K | 0.00% | −19,985−100.0% | Reduced |
| Schubert & Co | 6 | $1.00K | 0.00% | −3−33.3% | Reduced |
| Surevest, LLC | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Worth Asset Management, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Prestige Wealth Management Group LLC | 11 | $2.00K | 0.00% | −7−38.9% | Reduced |
| Lee Financial Co | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Goodwin Investment Advisory | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $2.00K | 0.00% | +10+1,000.0% | Added |
| Manchester Capital Management LLC | 8 | $2.00K | 0.00% | +8 | New |
| Disciplined Investments, LLC | 8 | $2.00K | 0.00% | +8 | New |
| Cordant, Inc. | 10 | $2.00K | 0.00% | +10 | New |
| Albion Financial Group | 14 | $3.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 13 | $3.00K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 12 | $3.00K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 20 | $4.00K | 0.00% | −9−31.0% | Reduced |
| BDO Wealth Advisors, LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 19 | $4.20K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 23 | $5.00K | 0.00% | +17+283.3% | Added |
| Valley National Advisers Inc | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 28 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 29 | $6.00K | 0.00% | +29 | New |
| Patriot Financial Group Insurance Agency, LLC | 33 | $7.00K | 0.00% | −632−95.0% | Reduced |
| Benjamin Edwards Inc | 33 | $7.00K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 33 | $7.00K | 0.00% | +7+26.9% | Added |
| JFS Wealth Advisors, LLC | 31 | $7.00K | 0.00% | +18+138.5% | Added |
| Zions Bancorporation, N.A. | 33 | $7.00K | 0.00% | +19+135.7% | Added |
| GPS Wealth Strategies Group, LLC | 32 | $7.00K | 0.00% | +32 | New |
| Charter Oak Capital Management, LLC | 33 | $7.00K | 0.00% | +33 | New |
| Cordasco Financial Network | 37 | $8.00K | 0.01% | +5+15.6% | Added |
| Retirement Group, LLC | 65 | $8.00K | 0.00% | +54+490.9% | Added |
| Tarbox Family Office, Inc. | 34 | $8.00K | 0.00% | +34 | New |
| Archer Investment Corp | 40 | $8.27K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 40 | $9.00K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 40 | $9.00K | 0.00% | +4+11.1% | Added |
| Sound Income Strategies, LLC | 40 | $9.00K | 0.00% | +9+29.0% | Added |
| Johnson Midwest Financial, LLC | 47 | $10.0K | 0.01% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 43 | $10.0K | 0.01% | +43 | New |
| Clear Street Markets LLC | 48 | $11.0K | 0.00% | −2,164−97.8% | Reduced |
| Gables Capital Management Inc. | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 50 | $11.0K | 0.01% | 00.0% | Unchanged |
| Horan Securities, Inc. | 55 | $12.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 55 | $12.0K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 55 | $12.0K | 0.00% | +6+12.2% | Added |
| Hexagon Capital Partners LLC | 61 | $13.0K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 59 | $13.0K | 0.00% | +19+47.5% | Added |
| Lindbrook Capital, LLC | 65 | $14.0K | 0.00% | +24+58.5% | Added |
| CFS Investment Advisory Services, LLC | 3,269,482 | $15.0K | 0.07% | +3,254,590+21,854.6% | Added |
| Evoke Wealth, LLC | 67 | $15.0K | 0.00% | +32+91.4% | Added |
| Winch Advisory Services, LLC | 72 | $16.0K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 75 | $17.0K | 0.00% | −275−78.6% | Reduced |
| First Personal Financial Services | 75 | $17.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 84 | $19.0K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 85 | $19.0K | 0.00% | +5+6.3% | Added |
| Kozak & Associates, Inc. | 100 | $19.0K | 0.01% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 88 | $19.0K | 0.01% | +88 | New |
| Key Financial Inc | 91 | $20.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 91 | $20.0K | 0.01% | +91 | New |
| Eagle Bay Advisors LLC | 93 | $21.0K | 0.02% | −76−45.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 95 | $21.0K | 0.01% | +95 | New |
| Future Financial Wealth Managment LLC | 100 | $22.0K | 0.02% | 00.0% | Unchanged |
| Gradient Investments LLC | 100 | $22.0K | 0.00% | 00.0% | Unchanged |
| Burleson & Company, LLC | 99 | $22.0K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 102 | $22.0K | 0.01% | +2+2.0% | Added |
| Tompkins Financial Corp | 100 | $22.0K | 0.00% | +100 | New |
| Trustcore Financial Services, LLC | 100 | $22.0K | 0.00% | +100 | New |
| Northern Oak Wealth Management Inc | 105 | $23.0K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 105 | $23.0K | 0.01% | +5+5.0% | Added |
| IMA Wealth, Inc. | 110 | $24.0K | 0.01% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 126 | $27.0K | 0.00% | 00.0% | Unchanged |
| City State Bank | 125 | $28.0K | 0.02% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 125 | $28.0K | 0.01% | +125 | New |
| Covestor Ltd | 130 | $29.0K | 0.02% | +44+51.2% | Added |
| Larson Financial Group LLC | 137 | $30.0K | 0.00% | 00.0% | Unchanged |
| Graves-Light Private Wealth Management, Inc. | 134 | $30.0K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 139 | $31.0K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 142 | $31.0K | 0.00% | +142 | New |
| Jackson, Grant Investment Advisers, Inc. | 150 | $33.0K | 0.01% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 150 | $33.0K | 0.00% | +25+20.0% | Added |
| Tradewinds Capital Management, LLC | 153 | $34.0K | 0.01% | −13−7.8% | Reduced |
| DeDora Capital, Inc. | 152 | $34.0K | 0.01% | +152 | New |
| Hazlett, Burt & Watson, Inc. | 160 | $35.0K | 0.03% | +160 | New |
| Bedel Financial Consulting, Inc. | 161 | $36.0K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 172 | $38.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 179 | $40.0K | 0.00% | +90+101.1% | Added |
| TCI Wealth Advisors, Inc. | 191 | $42.0K | 0.01% | −2−1.0% | Reduced |
| McIlrath & Eck, LLC | 189 | $42.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 185 | $42.0K | 0.01% | +20+12.1% | Added |