| SkyView Investment Advisors, LLC | 6 | $0 | 0.00% | +6 | New |
| Investment Research & Advisory Group, Inc. | 1 | $55 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $56 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 8 | $441 | 0.00% | −10,625−99.9% | Reduced |
| MCF Advisors LLC | 15 | $827 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 17 | $937 | 0.00% | −11−39.3% | Reduced |
| Carolinas Wealth Consulting LLC | 17 | $937 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 18 | $992 | 0.00% | −140−88.6% | Reduced |
| TFC Financial Management | 18 | $996 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | +2+25.0% | Added |
| Aspire Private Capital, LLC | 19 | $1.07K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 20 | $1.11K | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 22 | $1.21K | 0.00% | +3+15.8% | Added |
| Disciplined Investments, LLC | 27 | $1.49K | 0.00% | −15−35.7% | Reduced |
| Grey Fox Wealth Advisors, LLC | 27 | $1.49K | 0.00% | +27 | New |
| Capital Advisors, Ltd. LLC | 34 | $2.00K | 0.00% | −108−76.1% | Reduced |
| Orion Capital Management LLC | 39 | $2.15K | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 40 | $2.20K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 41 | $2.26K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 41 | $2.26K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 44 | $2.42K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 47 | $2.59K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 50 | $2.61K | 0.00% | +50 | New |
| Abound Wealth Management | 49 | $2.70K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 50 | $2.76K | 0.00% | −23−31.5% | Reduced |
| SJS Investment Consulting Inc. | 53 | $2.92K | 0.00% | +8+17.8% | Added |
| Financial Management Professionals, Inc. | 59 | $3.00K | 0.00% | +59 | New |
| HighMark Wealth Management LLC | 58 | $3.20K | 0.00% | +58 | New |
| Heritage Wealth Advisors | 61 | $3.36K | 0.00% | +61 | New |
| Cary Street Partner Investment Advisory LLC | 61 | $3.36K | 0.00% | +61 | New |
| Harbor Investment Advisory, LLC | 62 | $3.42K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 69 | $3.80K | 0.00% | −9−11.5% | Reduced |
| Pin Oak Investment Advisors Inc | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Kames Capital plc | 69 | $4.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 75 | $4.13K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 75 | $4.13K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 81 | $4.46K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 81 | $4.46K | 0.01% | +81 | New |
| Quarry LP | 82 | $4.52K | 0.00% | +82 | New |
| Schubert & Co | 85 | $4.68K | 0.00% | +4+4.9% | Added |
| Manchester Capital Management LLC | 96 | $5.29K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 98 | $5.40K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 100 | $5.51K | 0.00% | +100 | New |
| Deseret Mutual Benefit Administrators | 108 | $5.95K | 0.00% | +108 | New |
| TSFG, LLC | 114 | $6.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 109 | $6.01K | 0.00% | +109 | New |
| JFS Wealth Advisors, LLC | 112 | $6.17K | 0.00% | −27−19.4% | Reduced |
| Core Alternative Capital | 124 | $6.85K | 0.00% | +20+19.2% | Added |
| Institutional & Family Asset Management, LLC | 127 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 137 | $7.00K | 0.00% | +99+260.5% | Added |
| Prestige Wealth Management Group LLC | 139 | $7.66K | 0.00% | −11−7.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 144 | $7.93K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 140 | $8.00K | 0.01% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 151 | $8.32K | 0.00% | +151 | New |
| Quent Capital, LLC | 152 | $8.38K | 0.00% | −38−20.0% | Reduced |
| Bell Investment Advisors, Inc | 174 | $9.59K | 0.00% | −5−2.8% | Reduced |
| West Paces Advisors Inc. | 176 | $9.70K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 177 | $9.75K | 0.00% | +4+2.3% | Added |
| Earnest Partners LLC | 186 | $10.3K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 195 | $10.7K | 0.00% | +30+18.2% | Added |
| EverSource Wealth Advisors, LLC | 199 | $11.0K | 0.00% | −21−9.5% | Reduced |
| Sandy Spring Bank | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 205 | $11.3K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 205 | $11.3K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 207 | $11.4K | 0.01% | −10−4.6% | Reduced |
| Baker Avenue Asset Management, LP | 207 | $11.4K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $11.6K | 0.00% | −290−58.0% | Reduced |
| Lowe Wealth Advisors, LLC | 220 | $12.1K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Advisors | 221 | $12.2K | 0.00% | −2−0.9% | Reduced |
| Zions Bancorporation, N.A. | 223 | $12.3K | 0.00% | −743−76.9% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 224 | $12.3K | 0.01% | +78+53.4% | Added |
| AdvisorNet Financial, Inc | 237 | $13.1K | 0.00% | +28+13.4% | Added |
| Hollencrest Capital Management | 242 | $13.3K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 252 | $13.9K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 270 | $14.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 274 | $15.1K | 0.00% | +92+50.5% | Added |
| Salem Investment Counselors Inc | 279 | $15.4K | 0.00% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 288 | $15.9K | 0.00% | −140−32.7% | Reduced |
| Covestor Ltd | 292 | $16.0K | 0.01% | −66−18.4% | Reduced |
| Rise Advisors, LLC | 299 | $16.5K | 0.01% | +1+0.3% | Added |
| Rocky Mountain Advisers, LLC | 300 | $17.0K | 0.01% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 332 | $18.3K | 0.01% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 332 | $18.3K | 0.01% | +332 | New |
| ING Groep NV | 344 | $19.0K | 0.00% | +344 | New |
| City State Bank | 340 | $19.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 381 | $21.0K | 0.00% | +142+59.4% | Added |
| Achmea Investment Management B.V. | 399 | $22.0K | 0.00% | −399−50.0% | Reduced |
| Asset Dedication, LLC | 400 | $22.0K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 439 | $24.2K | 0.00% | +439 | New |
| Adirondack Retirement Specialists, Inc. | 450 | $24.4K | 0.02% | +100+28.6% | Added |
| GPS Wealth Strategies Group, LLC | 444 | $24.5K | 0.01% | +444 | New |
| BerganKDV Wealth Management, LLC | 485 | $26.7K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 520 | $28.7K | 0.00% | +10+2.0% | Added |
| Belpointe Asset Management LLC | 522 | $28.8K | 0.00% | −615−54.1% | Reduced |
| Resurgent Financial Advisors LLC | 559 | $30.8K | 0.02% | +52+10.3% | Added |
| Harbour Investments, Inc. | 560 | $30.8K | 0.00% | +296+112.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 614 | $33.8K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 616 | $34.0K | 0.01% | −5,585−90.1% | Reduced |
| Itau Unibanco Holding S.A. | 630 | $34.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 645 | $35.5K | 0.01% | −45−6.5% | Reduced |