| Hexagon Capital Partners LLC | 3 | $349 | 0.00% | −1−25.0% | Reduced |
| USA Financial Portformulas Corp | 3 | $349 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $349 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $350 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $466 | 0.00% | +4 | New |
| 25 LLC | 4 | $482 | 0.00% | +4 | New |
| Abound Wealth Management | 5 | $586 | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 8 | $931 | 0.00% | +8 | New |
| SkyView Investment Advisors, LLC | 6 | $1.00K | 0.00% | +3+100.0% | Added |
| Raffa Wealth Management, LLC | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 12 | $1.40K | 0.00% | −33−73.3% | Reduced |
| Annapolis Financial Services, LLC | 12 | $1.40K | 0.00% | −154−92.8% | Reduced |
| SJS Investment Consulting Inc. | 13 | $1.51K | 0.00% | −3−18.8% | Reduced |
| BerganKDV Wealth Management, LLC | 13 | $1.51K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 17 | $1.98K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 16 | $2.00K | 0.00% | +16 | New |
| AdvisorNet Financial, Inc | 20 | $2.33K | 0.00% | −3−13.0% | Reduced |
| Institutional & Family Asset Management, LLC | 20 | $2.33K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 21 | $2.40K | 0.00% | +1+5.0% | Added |
| Tortoise Investment Management, LLC | 23 | $2.68K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 27 | $3.00K | 0.00% | −43−61.4% | Reduced |
| City State Bank | 26 | $3.00K | 0.00% | +26 | New |
| Baker Avenue Asset Management, LP | 26 | $3.02K | 0.00% | +5+23.8% | Added |
| Credential Qtrade Securities Inc. | 28 | $3.26K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 32 | $3.70K | 0.00% | +32 | New |
| Sofos Investments, Inc. | 116 | $3.87K | 0.02% | +4+3.6% | Added |
| Capital Advisors, Ltd. LLC | 38 | $4.00K | 0.00% | +38 | New |
| Legend Financial Advisors, Inc. | 38 | $4.42K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 38 | $4.42K | 0.00% | +33+660.0% | Added |
| Magnolia Capital Management Ltd | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 47 | $5.27K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 46 | $5.35K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 48 | $5.58K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 49 | $5.70K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 49 | $5.70K | 0.00% | +4+8.9% | Added |
| Montag A & Associates Inc | 49 | $5.70K | 0.00% | +9+22.5% | Added |
| Atticus Wealth Management, LLC | 50 | $5.82K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 50 | $5.82K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 55 | $6.00K | 0.00% | +55 | New |
| Carolinas Wealth Consulting LLC | 54 | $6.23K | 0.00% | +4+8.0% | Added |
| Sound Income Strategies, LLC | 55 | $6.40K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 59 | $6.82K | 0.00% | −8−11.9% | Reduced |
| Harvest Fund Management Co., Ltd | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 62 | $7.14K | 0.00% | +1+1.6% | Added |
| JFS Wealth Advisors, LLC | 65 | $7.56K | 0.00% | −1−1.5% | Reduced |
| Capital Analysts, LLC | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 68 | $8.00K | 0.00% | +16+30.8% | Added |
| Proequities, Inc. | 69 | $8.03K | 0.00% | −61−46.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 69 | $8.03K | 0.00% | +69 | New |
| Worth Asset Management, LLC | 70 | $8.14K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 74 | $8.61K | 0.00% | +74 | New |
| EverSource Wealth Advisors, LLC | 78 | $9.07K | 0.00% | +24+44.4% | Added |
| CVA Family Office, LLC | 80 | $9.31K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 86 | $10.0K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 86 | $10.0K | 0.00% | +3+3.6% | Added |
| Beacon Capital Management, LLC | 90 | $10.5K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 95 | $11.0K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 92 | $11.1K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 96 | $11.2K | 0.00% | +5+5.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $11.6K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 102 | $11.9K | 0.00% | +48+88.9% | Added |
| Quarry LP | 103 | $12.0K | 0.01% | +103 | New |
| Roble, Belko & Company, Inc | 120 | $14.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 123 | $14.3K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 131 | $15.2K | 0.01% | +1+0.8% | Added |
| Impact Partnership Wealth, LLC | 140 | $16.3K | 0.01% | +140 | New |
| VisionPoint Advisory Group, LLC | 142 | $16.5K | 0.01% | +142 | New |
| Hanson & Doremus Investment Management | 150 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 164 | $18.0K | 0.00% | −299−64.6% | Reduced |
| Parkside Financial Bank & Trust | 165 | $19.2K | 0.00% | −3−1.8% | Reduced |
| Citizens National Bank Trust Department | 175 | $20.4K | 0.01% | +100+133.3% | Added |
| Hollencrest Capital Management | 183 | $21.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 188 | $22.0K | 0.01% | −92−32.9% | Reduced |
| PSI Advisors, LLC | 191 | $22.2K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 192 | $22.3K | 0.01% | +1+0.5% | Added |
| Resources Management Corp | 200 | $23.0K | 0.00% | −8,810−97.8% | Reduced |
| Colonial Trust Co | 200 | $23.3K | 0.01% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 200 | $23.3K | 0.00% | +14+7.5% | Added |
| St Germain D J Co Inc | 200 | $23.3K | 0.00% | +200 | New |
| Covestor Ltd | 208 | $24.0K | 0.02% | −310−59.8% | Reduced |
| Pin Oak Investment Advisors Inc | 210 | $24.0K | 0.03% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 213 | $24.8K | 0.01% | −2−0.9% | Reduced |
| First Manhattan Co | 216 | $25.1K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 216 | $25.1K | 0.00% | +26+13.7% | Added |
| Zions Bancorporation, N.A. | 219 | $25.5K | 0.00% | +31+16.5% | Added |
| Glassman Wealth Services | 234 | $27.2K | 0.00% | +99+73.3% | Added |
| Colonial Trust Advisors | 249 | $29.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 253 | $29.4K | 0.00% | −19−7.0% | Reduced |
| First Horizon Advisors, Inc. | 267 | $31.1K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 268 | $31.2K | 0.00% | +268 | New |
| Carmichael Hill & Associates, Inc. | 271 | $31.5K | 0.02% | −390−59.0% | Reduced |
| Massmutual Trust Co FSB | 275 | $32.0K | 0.00% | +176+177.8% | Added |
| Baystate Wealth Management LLC | 291 | $33.9K | 0.00% | +12+4.3% | Added |
| Westside Investment Management, Inc. | 300 | $34.9K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 332 | $39.0K | 0.02% | −4−1.2% | Reduced |
| Loomis Sayles & Co L P | 333 | $39.0K | 0.00% | +132+65.7% | Added |
| Quent Capital, LLC | 358 | $41.6K | 0.01% | +2+0.6% | Added |
| Cohen & Steers, Inc. | 361 | $42.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 384 | $44.7K | 0.02% | −192−33.3% | Reduced |
