| UMA Financial Services, Inc. | 300 | $18.1K | 0.00% | +300 | New |
| Salem Investment Counselors Inc | 298 | $18.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 257 | $15.5K | 0.00% | −126−32.9% | Reduced |
| Mather Group, LLC. | 248 | $15.0K | 0.00% | −405−62.0% | Reduced |
| Harbour Investments, Inc. | 236 | $14.3K | 0.00% | −6−2.5% | Reduced |
| Versant Capital Management, Inc | 233 | $14.1K | 0.00% | +147+170.9% | Added |
| Meeder Asset Management Inc | 227 | $13.7K | 0.00% | +6+2.7% | Added |
| True Wealth Design, LLC | 221 | $13.4K | 0.01% | +187+550.0% | Added |
| Addison Advisors LLC | 207 | $12.5K | 0.00% | +88+73.9% | Added |
| Rise Advisors, LLC | 207 | $12.5K | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 205 | $12.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 198 | $12.0K | 0.00% | −240−54.8% | Reduced |
| Atlas Capital Advisors LLC | 190 | $11.5K | 0.00% | −6−3.1% | Reduced |
| Farmers & Merchants Investments Inc | 177 | $10.7K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 175 | $10.6K | 0.01% | −330−65.3% | Reduced |
| CVA Family Office, LLC | 171 | $10.3K | 0.00% | +99+137.5% | Added |
| Sugarloaf Wealth Management, LLC | 144 | $8.71K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 126 | $7.62K | 0.00% | +126 | New |
| Atala Financial Inc | 125 | $7.56K | 0.01% | +125 | New |
| EverSource Wealth Advisors, LLC | 121 | $7.32K | 0.00% | −466−79.4% | Reduced |
| Manchester Capital Management LLC | 118 | $7.14K | 0.00% | −105−47.1% | Reduced |
| Bell Investment Advisors, Inc | 111 | $6.71K | 0.00% | +92+484.2% | Added |
| Battery Global Advisors, LLC | 111 | $6.71K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 108 | $6.53K | 0.00% | −32−22.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 100 | $6.05K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 100 | $6.05K | 0.00% | −7−6.5% | Reduced |
| MV Capital Management, Inc. | 97 | $5.87K | 0.00% | −30−23.6% | Reduced |
| Geneos Wealth Management Inc. | 88 | $5.32K | 0.00% | −284−76.3% | Reduced |
| Bruce G. Allen Investments, LLC | 84 | $5.08K | 0.00% | +29+52.7% | Added |
| AdvisorNet Financial, Inc | 76 | $4.57K | 0.00% | +2+2.7% | Added |
| Johnson Financial Group, Inc. | 70 | $4.37K | 0.00% | −33−32.0% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 70 | $4.23K | 0.00% | +70 | New |
| Cornerstone Planning Group LLC | 60 | $3.85K | 0.00% | −10−14.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 55 | $3.33K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 53 | $3.32K | 0.00% | +53 | New |
| Hollencrest Capital Management | 52 | $3.15K | 0.00% | 00.0% | Unchanged |
| Minot DeBlois Advisors LLC | 50 | $3.02K | 0.00% | +50 | New |
| Accredited Wealth Management, LLC | 50 | $3.02K | 0.00% | +50 | New |
| Aventura Private Wealth, LLC | 50 | $3.02K | 0.00% | +50 | New |
| Hemington Wealth Management | 61 | $3.00K | 0.00% | −28−31.5% | Reduced |
| Smithfield Trust Co | 45 | $3.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 48 | $2.90K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 48 | $2.90K | 0.00% | +48 | New |
| Golden State Wealth Management, LLC | 46 | $2.78K | 0.00% | +46 | New |
| Trust Co of Vermont | 45 | $2.72K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 45 | $2.72K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 44 | $2.66K | 0.01% | +44 | New |
| Dunhill Financial, LLC | 43 | $2.62K | 0.00% | −49−53.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 40 | $2.42K | 0.00% | −35−46.7% | Reduced |
| Hexagon Capital Partners LLC | 37 | $2.24K | 0.00% | +37 | New |
| Park Square Financial Group, LLC | 35 | $2.12K | 0.00% | +35 | New |
| WPG Advisers, LLC | 35 | $2.12K | 0.00% | +35 | New |
| Red Tortoise LLC | 34 | $2.06K | 0.00% | +34 | New |
| Hoey Investments, Inc | 32 | $1.94K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $1.81K | 0.00% | +29+2,900.0% | Added |
| Kestra Investment Management, LLC | 29 | $1.75K | 0.00% | +29 | New |
| Anchor Investment Management, LLC | 28 | $1.69K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 26 | $1.57K | 0.00% | −26−50.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 26 | $1.57K | 0.00% | +26 | New |
| Atwood & Palmer Inc | 25 | $1.51K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 25 | $1.51K | 0.00% | +25 | New |
| Zions Bancorporation, N.A. | 24 | $1.45K | 0.00% | −153−86.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 22 | $1.33K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 19 | $1.15K | 0.00% | −1−5.0% | Reduced |
| St Germain D J Co Inc | 19 | $1.15K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 18 | $1.09K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 18 | $1.09K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 17 | $1.03K | 0.00% | −61−78.2% | Reduced |
| Trifecta Capital Advisors, LLC | 17 | $1.03K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 17 | $1.03K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 16 | $968 | 0.00% | −7−30.4% | Reduced |
| Ameriflex Group, Inc. | 15 | $936 | 0.00% | +15 | New |
| Larson Financial Group LLC | 15 | $907 | 0.00% | −136−90.1% | Reduced |
| Raleigh Capital Management Inc. | 15 | $907 | 0.00% | −35−70.0% | Reduced |
| CoreCap Advisors, LLC | 15 | $907 | 0.00% | −29−65.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 15 | $907 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 15 | $907 | 0.00% | +15 | New |
| Transce3nd, LLC | 14 | $847 | 0.00% | +14 | New |
| LRI Investments, LLC | 13 | $786 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 13 | $785 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 12 | $726 | 0.00% | −134−91.8% | Reduced |
| Global Financial Private Client, LLC | 11 | $665 | 0.00% | −316−96.6% | Reduced |
| Breakwater Investment Management | 10 | $605 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 10 | $605 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 10 | $605 | 0.00% | +10 | New |
| SOA Wealth Advisors, LLC. | 9 | $544 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 9 | $544 | 0.00% | 00.0% | Unchanged |
| Mattson Financial Services, LLC | 6 | $432 | 0.00% | −8−57.1% | Reduced |
| IMG Wealth Management, Inc. | 7 | $423 | 0.00% | +7 | New |
| MPWM Advisory Solutions, LLC | 7 | $423 | 0.00% | +7 | New |
| Riggs Asset Managment Co. Inc. | 7 | $421 | 0.00% | +1+16.7% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $363 | 0.00% | −7−53.8% | Reduced |
| NewSquare Capital LLC | 6 | $363 | 0.00% | +6 | New |
| TD Waterhouse Canada Inc. | 5 | $302 | 0.00% | −6−54.5% | Reduced |
| Bear Mountain Capital, Inc. | 4 | $256 | 0.00% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 3,144 | $226 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $182 | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 3 | $181 | 0.00% | +3 | New |
| Activest Wealth Management | 1 | $60 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $60 | 0.00% | +1 | New |
