| Birchwood Financial Partners, Inc. | 0 | $5 | 0.00% | 0 | Unchanged |
| Raffa Wealth Management, LLC | 1 | $73 | 0.00% | +1 | New |
| Valued Wealth Advisors LLC | 1 | $77 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $87 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $146 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 2 | $149 | 0.00% | +2 | New |
| Private Trust Co NA | 3 | $218 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $219 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $278 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $291 | 0.00% | +4 | New |
| Vermillion Wealth Management, Inc. | 4 | $291 | 0.00% | +4 | New |
| 3 Factor Indexing, LLC | 4 | $292 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $364 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 5 | $364 | 0.00% | +5 | New |
| TopTier Wealth Management, LLC | 5 | $364 | 0.00% | +5 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $436 | 0.00% | −4−40.0% | Reduced |
| Triumph Capital Management | 6 | $437 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $509 | 0.00% | +2+40.0% | Added |
| Bruce G. Allen Investments, LLC | 8 | $582 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 8 | $601 | 0.00% | −181−95.8% | Reduced |
| Sachetta, LLC | 9 | $655 | 0.00% | +9 | New |
| Cromwell Holdings LLC | 11 | $800 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 11 | $800 | 0.00% | +2+22.2% | Added |
| Quaker Wealth Management, LLC | 11 | $801 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 12 | $873 | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 12 | $874 | 0.00% | +12 | New |
| Frazier Financial Advisors, LLC | 12 | $874 | 0.00% | +12 | New |
| SBI Securities Co., Ltd. | 13 | $946 | 0.00% | −84−86.6% | Reduced |
| DiNuzzo Private Wealth, Inc. | 14 | $1.02K | 0.00% | −1−6.7% | Reduced |
| MidFirst Bank | 16 | $1.16K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 20 | $1.46K | 0.00% | 00.0% | Unchanged |
| S&T Bank | 20 | $1.46K | 0.00% | +20 | New |
| Albion Financial Group | 20 | $1.46K | 0.00% | +20 | New |
| Intentional Wealth Strategies, LLC | 22 | $1.60K | 0.00% | +22 | New |
| Whipplewood Advisors, LLC | 24 | $1.75K | 0.00% | +24 | New |
| Sunrise Financial Services, LLC | 25 | $1.82K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 26 | $1.89K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 26 | $1.89K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 26 | $1.89K | 0.00% | +26 | New |
| Rialto Wealth Management, LLC | 27 | $1.97K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 30 | $2.18K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 30 | $2.18K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31 | $2.26K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 31 | $2.26K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 32 | $2.33K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 33 | $2.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $2.77K | 0.00% | +24+171.4% | Added |
| MV Capital Management, Inc. | 41 | $2.98K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 41 | $2.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 53 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 44 | $3.20K | 0.00% | +44 | New |
| Bell Investment Advisors, Inc | 45 | $3.27K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 54 | $3.76K | 0.00% | −5−8.5% | Reduced |
| Rossby Financial, LCC | 53 | $3.87K | 0.00% | +53 | New |
| Grove Bank & Trust | 54 | $3.93K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 54 | $3.93K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 56 | $4.08K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 60 | $4.34K | 0.00% | −15−20.0% | Reduced |
| JDM Financial Group LLC | 60 | $4.37K | 0.00% | +60 | New |
| Solstein Capital, LLC | 62 | $4.51K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 64 | $4.66K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 73 | $5.31K | 0.00% | +31+73.8% | Added |
| Bare Financial Services, Inc | 78 | $5.68K | 0.00% | +24+44.4% | Added |
| Harbour Investments, Inc. | 80 | $5.80K | 0.00% | +61+321.1% | Added |
| High Note Wealth, LLC | 94 | $6.84K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 94 | $6.84K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 98 | $7.13K | 0.00% | +36+58.1% | Added |
| N.E.W. Advisory Services LLC | 100 | $7.28K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 104 | $7.57K | 0.00% | +26+33.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 105 | $7.64K | 0.00% | +7+7.1% | Added |
| CVA Family Office, LLC | 106 | $7.71K | 0.00% | +106 | New |
| Smithfield Trust Co | 110 | $8.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 107 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 113 | $8.22K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 120 | $8.73K | 0.00% | +5+4.3% | Added |
| Horizon Investments, LLC | 130 | $9.46K | 0.00% | +65+100.0% | Added |
| WPG Advisers, LLC | 132 | $9.60K | 0.01% | −5−3.6% | Reduced |
| Global X Japan Co., Ltd. | 133 | $9.68K | 0.00% | +133 | New |
| Dogwood Wealth Management LLC | 148 | $10.8K | 0.00% | +29+24.4% | Added |
| Valley National Advisers Inc | 165 | $12.0K | 0.00% | +1+0.6% | Added |
| Brown Brothers Harriman & Co | 167 | $12.2K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 172 | $12.5K | 0.00% | +8+4.9% | Added |
| CoreCap Advisors, LLC | 174 | $12.7K | 0.00% | +25+16.8% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 200 | $14.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 200 | $14.6K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 207 | $15.1K | 0.00% | +118+132.6% | Added |
| Whittier Trust Co of Nevada Inc | 211 | $15.5K | 0.00% | −59−21.9% | Reduced |
| Dorato Capital Management | 210 | $16.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 246 | $17.9K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 250 | $18.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 249 | $18.1K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 250 | $18.2K | 0.00% | +250 | New |
| Hillsdale Investment Management Inc. | 270 | $19.6K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 269 | $20.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 281 | $20.4K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 291 | $21.2K | 0.01% | +291 | New |
| NBT Bank N A | 300 | $21.8K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 305 | $22.3K | 0.02% | +305 | New |
| V-Square Quantitative Management LLC | 322 | $23.4K | 0.00% | −80−19.9% | Reduced |