| Creative Capital Management Investments LLC | 1 | $60 | 0.00% | +1 | New |
| SOA Wealth Advisors, LLC. | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 1 | $67 | 0.00% | +1 | New |
| Aspect Partners, LLC | 2 | $120 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 3 | $180 | 0.00% | +3 | New |
| Redwood Wealth Management Group, LLC | 5 | $300 | 0.00% | +5 | New |
| Harbor Investment Advisory, LLC | 6 | $360 | 0.00% | −1−14.3% | Reduced |
| MCF Advisors LLC | 7 | $421 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $690 | 0.00% | +11 | New |
| Continuum Advisory, LLC | 13 | $780 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 13 | $780 | 0.00% | +5+62.5% | Added |
| Spire Wealth Management | 15 | $900 | 0.00% | −4,398−99.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 15 | $901 | 0.00% | −92−86.0% | Reduced |
| Harvest Fund Management Co., Ltd | 15 | $1.00K | 0.00% | −529−97.2% | Reduced |
| Avion Wealth | 24 | $1.00K | 0.00% | +14+140.0% | Added |
| Carolinas Wealth Consulting LLC | 17 | $1.02K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 17 | $1.02K | 0.00% | +17 | New |
| Trifecta Capital Advisors, LLC | 18 | $1.08K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 20 | $1.19K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 21 | $1.26K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 25 | $1.50K | 0.00% | +5+25.0% | Added |
| TFC Financial Management | 27 | $1.63K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 30 | $1.80K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 31 | $1.87K | 0.00% | +6+24.0% | Added |
| Triad Wealth Partners, LLC | 32 | $1.92K | 0.00% | +32 | New |
| Cedar Mountain Advisors, LLC | 33 | $1.98K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 36 | $2.16K | 0.00% | +3+9.1% | Added |
| SJS Investment Consulting Inc. | 37 | $2.22K | 0.00% | −5−11.9% | Reduced |
| Atticus Wealth Management, LLC | 41 | $2.46K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 42 | $2.49K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 38 | $2.56K | 0.00% | −774−95.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 45 | $2.70K | 0.00% | −1,786−97.5% | Reduced |
| ICA Group Wealth Management, LLC | 45 | $2.70K | 0.00% | −20−30.8% | Reduced |
| Red Tortoise LLC | 47 | $2.82K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 53 | $3.00K | 0.00% | −5−8.6% | Reduced |
| TD Waterhouse Canada Inc. | 53 | $3.16K | 0.00% | −5−8.6% | Reduced |
| AdvisorNet Financial, Inc | 54 | $3.24K | 0.00% | +2+3.8% | Added |
| Manchester Capital Management LLC | 57 | $3.42K | 0.00% | −1,053−94.9% | Reduced |
| Abound Wealth Management | 57 | $3.42K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 62 | $3.72K | 0.00% | −249−80.1% | Reduced |
| Sachetta, LLC | 63 | $3.98K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 70 | $4.00K | 0.00% | +27+62.8% | Added |
| Robinswood Financial LLC | 70 | $4.20K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 70 | $4.20K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 74 | $4.44K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 77 | $4.62K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 78 | $4.68K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 80 | $4.80K | 0.00% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 80 | $4.80K | 0.00% | +80 | New |
| Fairway Wealth LLC | 84 | $5.04K | 0.00% | +84 | New |
| Raffa Wealth Management, LLC | 85 | $5.10K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 86 | $5.16K | 0.00% | −18−17.3% | Reduced |
| RFP Financial Group LLC | 89 | $5.34K | 0.00% | −74−45.4% | Reduced |
| HighMark Wealth Management LLC | 96 | $5.76K | 0.00% | −35−26.7% | Reduced |
| WR Wealth Planners, LLC | 100 | $6.00K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 100 | $6.00K | 0.00% | +100 | New |
| Icon Advisers Inc | 100 | $6.00K | 0.00% | +100 | New |
| Colonial Trust Advisors | 109 | $6.54K | 0.00% | −6−5.2% | Reduced |
| Capital Advisors, Ltd. LLC | 113 | $7.00K | 0.00% | −4−3.4% | Reduced |
| CVA Family Office, LLC | 117 | $7.02K | 0.00% | +7+6.4% | Added |
| Hazlett, Burt & Watson, Inc. | 140 | $8.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 134 | $8.00K | 0.00% | +134 | New |
| Prestige Wealth Management Group LLC | 139 | $8.34K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 141 | $8.46K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 144 | $8.57K | 0.00% | −109−43.1% | Reduced |
| Webster Bank, N. A. | 152 | $9.12K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 153 | $9.18K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 153 | $9.18K | 0.00% | +1+0.7% | Added |
| JFS Wealth Advisors, LLC | 156 | $9.36K | 0.00% | −19−10.9% | Reduced |
| Bruce G. Allen Investments, LLC | 158 | $9.48K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 161 | $9.67K | 0.00% | +16+11.0% | Added |
| Coppell Advisory Solutions LLC | 164 | $9.84K | 0.00% | +164 | New |
| Itau Unibanco Holding S.A. | 171 | $10.3K | 0.00% | +171 | New |
| Bell Investment Advisors, Inc | 177 | $10.6K | 0.00% | +31+21.2% | Added |
| West Paces Advisors Inc. | 183 | $11.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 183 | $11.0K | 0.00% | +18+10.9% | Added |
| Register Financial Advisors LLC | 193 | $11.6K | 0.01% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 200 | $12.0K | 0.00% | +200 | New |
| Trust Co of Vermont | 202 | $12.1K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 205 | $12.3K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $12.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 226 | $13.6K | 0.00% | −40−15.0% | Reduced |
| Rise Advisors, LLC | 228 | $13.7K | 0.01% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 239 | $14.3K | 0.00% | −36−13.1% | Reduced |
| Rothschild Investment LLC | 240 | $14.4K | 0.00% | −15−5.9% | Reduced |
| Venturi Wealth Management, LLC | 246 | $14.8K | 0.00% | +64+35.2% | Added |
| Rocky Mountain Advisers, LLC | 300 | $18.0K | 0.01% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 309 | $18.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 366 | $22.0K | 0.00% | −62−14.5% | Reduced |
| ORG Partners LLC | 388 | $23.1K | 0.00% | +383+7,660.0% | Added |
| Jones Financial Companies LLLP | 400 | $24.0K | 0.00% | +124+44.9% | Added |
| Umb Bank N A | 403 | $24.2K | 0.00% | +286+244.4% | Added |
| Kozak & Associates, Inc. | 406 | $24.4K | 0.01% | +1+0.2% | Added |
| First Horizon Advisors, Inc. | 431 | $25.9K | 0.00% | +13+3.1% | Added |
| Covestor Ltd | 426 | $26.0K | 0.02% | +4+0.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 440 | $26.4K | 0.01% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 440 | $26.4K | 0.00% | +140+46.7% | Added |
| GPS Wealth Strategies Group, LLC | 444 | $26.6K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 488 | $29.3K | 0.01% | 00.0% | Unchanged |
