| Ford Financial Group, LLC | 10 | $0 | 0.00% | +10 | New |
| Curi Capital | 2 | $0 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 4 | $349 | 0.00% | – | – |
| Thompson Siegel & Walmsley LLC | 12 | $1.00K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Surevest, LLC | 12 | $1.00K | 0.00% | +12 | New |
| Cassady Schiller Wealth Management, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Tyler-Stone Wealth Management | 16 | $1.00K | 0.00% | +16 | New |
| Leonteq Securities AG | 14 | $1.22K | 0.00% | −4−22.2% | Reduced |
| Raffa Wealth Management, LLC | 16 | $1.40K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 30 | $2.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 26 | $2.00K | 0.00% | +26 | New |
| Signet Financial Management, LLC | 22 | $2.00K | 0.00% | +22 | New |
| Core Alternative Capital | 18 | $2.00K | 0.00% | +18 | New |
| Schubert & Co | 24 | $2.00K | 0.00% | +24 | New |
| Morton Brown Family Wealth, LLC | 21 | $2.00K | 0.00% | +21 | New |
| Blue Bell Private Wealth Management, LLC | 34 | $3.00K | 0.00% | +34 | New |
| Salem Investment Counselors Inc | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 41 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $4.00K | 0.00% | +45 | New |
| JNBA Financial Advisors | 42 | $4.00K | 0.00% | +42 | New |
| BDO Wealth Advisors, LLC | 52 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 53 | $5.00K | 0.00% | +53 | New |
| CoreCap Advisors, LLC | 58 | $5.00K | 0.00% | +58 | New |
| Carolinas Wealth Consulting LLC | 67 | $6.00K | 0.00% | −40−37.4% | Reduced |
| Sofos Investments, Inc. | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 64 | $6.00K | 0.01% | 00.0% | Unchanged |
| Sierra Capital LLC | 70 | $6.00K | 0.00% | +70 | New |
| Washington Trust Advisors, Inc. | 63 | $6.00K | 0.00% | +63 | New |
| Amplius Wealth Advisors, LLC | 78 | $6.00K | 0.00% | +78 | New |
| Stephens Consulting, LLC | 80 | $7.00K | 0.01% | +80 | New |
| Financial Management Professionals, Inc. | 78 | $7.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 76 | $7.00K | 0.00% | 00.0% | Unchanged |
| First National Bank of South Miami | 76 | $7.00K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 82 | $7.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 95 | $8.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 86 | $8.00K | 0.00% | +80+1,333.3% | Added |
| Altshuler Shaham Ltd | 88 | $8.00K | 0.00% | +88 | New |
| Tucker Asset Management LLC | 96 | $8.35K | 0.00% | +96 | New |
| Brown Brothers Harriman & Co | 106 | $9.00K | 0.00% | −490−82.2% | Reduced |
| Accel Wealth Management | 106 | $9.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 103 | $9.00K | 0.01% | +1+1.0% | Added |
| Cordasco Financial Network | 100 | $9.00K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 100 | $9.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 100 | $9.00K | 0.00% | +100 | New |
| SRS Capital Advisors, Inc. | 116 | $10.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 130 | $11.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 152 | $13.0K | 0.00% | −45−22.8% | Reduced |
| FinTrust Capital Advisors, LLC | 163 | $14.0K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 156 | $14.0K | 0.00% | +16+11.4% | Added |
| Tilia Fiduciary Partners, Inc. | 160 | $14.0K | 0.01% | +160 | New |
| GPS Wealth Strategies Group, LLC | 174 | $15.0K | 0.00% | +1+0.6% | Added |
| Column Capital Advisors, LLC | 166 | $15.0K | 0.00% | +6+3.8% | Added |
| Crescent Capital Consulting, LLC | 174 | $15.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 172 | $15.0K | 0.00% | +20+13.2% | Added |
| Delos Wealth Advisors, LLC | 171 | $15.0K | 0.01% | +171 | New |
| Bedel Financial Consulting, Inc. | 186 | $16.0K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 180 | $16.0K | 0.00% | 00.0% | Unchanged |
| Kings Point Capital Management | 194 | $17.0K | 0.00% | +194 | New |
| Cohen & Steers, Inc. | 210 | $18.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 208 | $18.0K | 0.00% | +208 | New |
| Pacifica Partners Inc. | 234 | $19.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 221 | $19.0K | 0.00% | −2−0.9% | Reduced |
| Earnest Partners LLC | 222 | $19.0K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 213 | $19.0K | 0.01% | +30+16.4% | Added |
| Essex Investment Management Co LLC | 230 | $20.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 232 | $20.0K | 0.00% | 00.0% | Unchanged |
| MUFG Americas Holdings Corp | 236 | $21.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 257 | $22.0K | 0.01% | +257 | New |
| Koshinski Asset Management, Inc. | 268 | $23.4K | 0.00% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 270 | $24.0K | 0.00% | −531,535−99.9% | Reduced |
| Harding Loevner LP | 288 | $25.0K | 0.00% | 00.0% | Unchanged |
| Tarbox Family Office, Inc. | 294 | $26.0K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 295 | $26.0K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 300 | $26.0K | 0.05% | +300 | New |
| West Paces Advisors Inc. | 308 | $26.9K | 0.01% | −96−23.8% | Reduced |
| BerganKDV Wealth Management, LLC | 334 | $29.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 359 | $31.0K | 0.00% | −5−1.4% | Reduced |
| Montag A & Associates Inc | 350 | $31.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 361 | $31.0K | 0.01% | +361 | New |
| Endurance Wealth Management, Inc. | 378 | $33.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 396 | $35.0K | 0.00% | −50−11.2% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 400 | $35.0K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 403 | $35.0K | 0.01% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 400 | $35.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 397 | $35.0K | 0.01% | +3+0.8% | Added |
| Arlington Partners LLC | 406 | $36.0K | 0.01% | +406 | New |
| Washington Trust Co | 430 | $38.0K | 0.00% | +100+30.3% | Added |
| Ellevest, Inc. | 455 | $40.0K | 0.00% | +9+2.0% | Added |
| Lenox Wealth Advisors, LLC | 452 | $40.0K | 0.00% | +14+3.2% | Added |
| Gemmer Asset Management LLC | 470 | $41.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 465 | $41.0K | 0.02% | +465 | New |
| Crewe Advisors LLC | 482 | $42.0K | 0.01% | −22−4.4% | Reduced |
| TCI Wealth Advisors, Inc. | 493 | $43.0K | 0.01% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 506 | $44.0K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 500 | $44.0K | 0.02% | 00.0% | Unchanged |
| City Holding Co | 660 | $50.0K | 0.01% | 00.0% | Unchanged |