| Retirement Wealth Solutions LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 1 | $36 | 0.00% | +1 | New |
| TFC Financial Management | 2 | $73 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 5 | $181 | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 7 | $252 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 7 | $252 | 0.00% | +7 | New |
| Stephens Consulting, LLC | 7 | $253 | 0.00% | +7 | New |
| Pacer Advisors, Inc. | 9 | $325 | 0.00% | −13,960−99.9% | Reduced |
| ROSS\JOHNSON & Associates LLC | 9 | $325 | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 9 | $327 | 0.00% | +9 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 10 | $360 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 11 | $397 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 12 | $433 | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 13 | $459 | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 14 | $505 | 0.00% | +14 | New |
| Hughes Financial Services, LLC | 15 | $523 | 0.00% | +15 | New |
| WPG Advisers, LLC | 15 | $541 | 0.00% | −85−85.0% | Reduced |
| First Horizon Advisors, Inc. | 22 | $794 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 23 | $830 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 55 | $1.00K | 0.00% | +3+5.8% | Added |
| South State Corp. | 28 | $1.01K | 0.00% | +15+115.4% | Added |
| UMA Financial Services, Inc. | 28 | $1.01K | 0.00% | +28 | New |
| Rossby Financial, LCC | 28 | $1.01K | 0.00% | +28 | New |
| CIBC Private Wealth Group, LLC | 30 | $1.08K | 0.00% | −166−84.7% | Reduced |
| New Millennium Group LLC | 30 | $1.08K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 30 | $1.11K | 0.00% | +15+100.0% | Added |
| Whipplewood Advisors, LLC | 35 | $1.26K | 0.00% | −25−41.7% | Reduced |
| Rothschild Investment LLC | 37 | $1.33K | 0.00% | −10−21.3% | Reduced |
| Motco | 41 | $1.42K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 40 | $1.44K | 0.00% | +20+100.0% | Added |
| Raffa Wealth Management, LLC | 44 | $1.59K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 49 | $1.77K | 0.00% | +25+104.2% | Added |
| NewSquare Capital LLC | 52 | $1.88K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 60 | $2.16K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 64 | $2.31K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 67 | $2.42K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 73 | $2.63K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 85 | $2.91K | 0.00% | +85 | New |
| Ancora Advisors, LLC | 84 | $3.03K | 0.00% | +84 | New |
| MAI Capital Management | 86 | $3.12K | 0.00% | +75+681.8% | Added |
| Bare Financial Services, Inc | 88 | $3.17K | 0.00% | +88 | New |
| Parkside Financial Bank & Trust | 92 | $3.32K | 0.00% | +10+12.2% | Added |
| Dogwood Wealth Management LLC | 113 | $4.01K | 0.00% | +113 | New |
| MJT & Associates Financial Advisory Group, Inc. | 126 | $4.54K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 129 | $4.65K | 0.00% | +69+115.0% | Added |
| Massmutual Trust Co FSB | 144 | $5.19K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 151 | $5.45K | 0.00% | +151 | New |
| Marshall & Sterling Wealth Advisors Inc. | 158 | $5.70K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 199 | $7.18K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 199 | $7.18K | 0.00% | +27+15.7% | Added |
| TD Capital Management LLC | 204 | $7.36K | 0.00% | +204 | New |
| Compass Financial Services Inc | 219 | $7.90K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 239 | $8.62K | 0.00% | +15+6.7% | Added |
| Medallion Wealth Advisors, LLC | 251 | $8.97K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 257 | $9.27K | 0.00% | +47+22.4% | Added |
| Northwestern Mutual Wealth Management Co | 259 | $9.34K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 267 | $9.63K | 0.00% | −3−1.1% | Reduced |
| Allworth Financial LP | 284 | $10.2K | 0.00% | −51−15.2% | Reduced |
| CoreCap Advisors, LLC | 284 | $10.2K | 0.00% | +141+98.6% | Added |
| Ronald Blue Trust, Inc. | 306 | $11.0K | 0.00% | −171−35.8% | Reduced |
| AdvisorNet Financial, Inc | 318 | $11.5K | 0.00% | −113−26.2% | Reduced |
| Meeder Asset Management Inc | 320 | $11.5K | 0.00% | +182+131.9% | Added |
| Smartleaf Asset Management LLC | 332 | $11.9K | 0.00% | −101−23.3% | Reduced |
| Covestor Ltd | 360 | $13.0K | 0.01% | −14−3.7% | Reduced |
| MTM Investment Management, LLC | 400 | $14.4K | 0.00% | +400 | New |
| Capital Advisors, Ltd. LLC | 413 | $15.0K | 0.00% | +28+7.3% | Added |
| Clearstead Advisors, LLC | 454 | $16.4K | 0.00% | +454 | New |
| Hemington Wealth Management | 478 | $17.0K | 0.00% | −1−0.2% | Reduced |
| Arlington Trust Co LLC | 500 | $18.0K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 500 | $18.0K | 0.00% | +500 | New |
| Parallel Advisors, LLC | 521 | $18.8K | 0.00% | −322−38.2% | Reduced |
| Rise Advisors, LLC | 534 | $19.3K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 559 | $20.2K | 0.00% | +295+111.7% | Added |
| Golden State Wealth Management, LLC | 633 | $22.8K | 0.00% | +606+2,244.4% | Added |
| Larson Financial Group LLC | 644 | $23.2K | 0.00% | +465+259.8% | Added |
| Mountain Hill Investment Partners Corp. | 700 | $25.2K | 0.02% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 756 | $27.3K | 0.00% | +756 | New |
| Hantz Financial Services, Inc. | 828 | $30.0K | 0.00% | +747+922.2% | Added |
| Nemes Rush Group LLC | 864 | $31.2K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 905 | $32.6K | 0.00% | −91−9.1% | Reduced |
| Harvest Fund Management Co., Ltd | 914 | $33.0K | 0.00% | +914 | New |
| Quest Partners LLC | 927 | $33.4K | 0.00% | +927 | New |
| Pandora Wealth, Inc. | 1,000 | $36.1K | 0.02% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 1,062 | $39.8K | 0.00% | −2−0.2% | Reduced |
| Opal Wealth Advisors, LLC | 1,129 | $40.7K | 0.01% | +18+1.6% | Added |
| V-Square Quantitative Management LLC | 1,144 | $41.3K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,200 | $43.3K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,291 | $48.8K | 0.02% | +1,291 | New |
| Capital Analysts, LLC | 1,455 | $52.0K | 0.00% | +6+0.4% | Added |
| Bellwether Advisors, LLC | 1,487 | $53.6K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,529 | $54.9K | 0.00% | +251+19.6% | Added |
| Headlands Technologies LLC | 1,667 | $60.1K | 0.01% | +1,667 | New |
| Huntington National Bank | 1,694 | $61.1K | 0.00% | −89−5.0% | Reduced |
| Farther Finance Advisors, LLC | 1,787 | $64.4K | 0.00% | −7−0.4% | Reduced |
| Muzinich & Co., Inc. | 1,805 | $65.1K | 0.03% | 00.0% | Unchanged |
| Principal Securities, Inc. | 1,865 | $67.3K | 0.00% | +143+8.3% | Added |
| Assetmark, Inc | 1,940 | $70.0K | 0.00% | −417−17.7% | Reduced |
| Signaturefd, LLC | 1,975 | $71.2K | 0.00% | +69+3.6% | Added |
| Fulcrum Asset Management LLP | 2,282 | $82.3K | 0.02% | +2,282 | New |
