| Navigoe, LLC | 5 | $0 | 0.00% | +5 | New |
| Birchwood Financial Partners, Inc. | 0 | $6 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $84 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $85 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $100 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 2 | $164 | 0.00% | +2 | New |
| Bartlett & Co. Wealth Management LLC | 2 | $168 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 2 | $168 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $168 | 0.00% | +1+100.0% | Added |
| American Capital Advisory, LLC | 3 | $253 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 3 | $253 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 4 | $322 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 4 | $337 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $337 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $337 | 0.00% | +4 | New |
| Planning Strategies Inc. | 4 | $337 | 0.00% | +4 | New |
| Creative Financial Designs Inc | 5 | $421 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 5 | $421 | 0.00% | +5 | New |
| Cassaday & Co Wealth Management LLC | 5 | $422 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 6 | $505 | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $505 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $674 | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 8 | $674 | 0.00% | +8 | New |
| Silver Grove Financial Group, Inc. | 8 | $674 | 0.00% | +8 | New |
| Torren Management, LLC | 8 | $699 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 11 | $927 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 11 | $927 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $927 | 0.00% | +4+57.1% | Added |
| ZRC Wealth Management, LLC | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 12 | $1.01K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 13 | $1.09K | 0.00% | −11−45.8% | Reduced |
| SBI Securities Co., Ltd. | 13 | $1.09K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $1.18K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 16 | $1.35K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 17 | $1.43K | 0.00% | +6+54.5% | Added |
| FWL Investment Management, LLC | 18 | $1.52K | 0.00% | +18 | New |
| Kilter Group LLC | 18 | $1.52K | 0.00% | −12−40.0% | Reduced |
| S&T Bank | 20 | $1.69K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 20 | $1.69K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 20 | $1.69K | 0.00% | +20 | New |
| Ronald Blue Trust, Inc. | 21 | $1.77K | 0.00% | −9−30.0% | Reduced |
| Creative Capital Management Investments LLC | 24 | $2.02K | 0.00% | +24 | New |
| Sunrise Financial Services, LLC | 25 | $2.11K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 26 | $2.19K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 28 | $2.36K | 0.00% | +2+7.7% | Added |
| Minot DeBlois Advisors LLC | 30 | $2.53K | 0.00% | +30 | New |
| Manchester Capital Management LLC | 31 | $2.61K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 31 | $2.61K | 0.00% | +4+14.8% | Added |
| Hughes Financial Services, LLC | 32 | $2.70K | 0.00% | +1+3.2% | Added |
| Principia Wealth Advisory, LLC | 33 | $2.78K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 40 | $3.37K | 0.00% | −38−48.7% | Reduced |
| MV Capital Management, Inc. | 41 | $3.45K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 41 | $3.45K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 59 | $4.00K | 0.00% | +6+11.3% | Added |
| Bell Investment Advisors, Inc | 51 | $4.30K | 0.00% | +6+13.3% | Added |
| Manning & Napier Advisors LLC | 51 | $4.37K | 0.00% | −3−5.6% | Reduced |
| JFS Wealth Advisors, LLC | 54 | $4.55K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 54 | $4.55K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 55 | $4.63K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 56 | $4.72K | 0.00% | +24+75.0% | Added |
| BOK Financial Private Wealth, Inc. | 56 | $4.72K | 0.00% | +56 | New |
| Retirement Wealth Solutions LLC | 60 | $5.03K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 60 | $5.05K | 0.00% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 65 | $5.14K | 0.00% | +65 | New |
| Meeder Asset Management Inc | 61 | $5.14K | 0.00% | −3,229−98.1% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 64 | $5.39K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 65 | $5.48K | 0.00% | −87,045−99.9% | Reduced |
| Horizon Investments, LLC | 65 | $5.48K | 0.00% | −65−50.0% | Reduced |
| Zions Bancorporation, National Association | 68 | $5.73K | 0.00% | +24+54.5% | Added |
| Rossby Financial, LCC | 70 | $5.90K | 0.00% | +17+32.1% | Added |
| Valued Wealth Advisors LLC | 72 | $6.07K | 0.00% | +71+7,100.0% | Added |
| Harbour Investments, Inc. | 73 | $6.15K | 0.00% | −7−8.8% | Reduced |
| Fortitude Family Office, LLC | 75 | $6.32K | 0.00% | +2+2.7% | Added |
| SJS Investment Consulting Inc. | 81 | $6.82K | 0.00% | +43+113.2% | Added |
| Ameriflex Group, Inc. | 90 | $7.58K | 0.00% | +90 | New |
| Private Wealth Management Group, LLC | 94 | $7.92K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 94 | $7.92K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 96 | $8.09K | 0.00% | −2−2.0% | Reduced |
| Larson Financial Group LLC | 99 | $8.34K | 0.00% | −5−4.8% | Reduced |
| N.E.W. Advisory Services LLC | 100 | $8.42K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $9.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 107 | $9.00K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 109 | $9.18K | 0.00% | +4+3.8% | Added |
| Cranbrook Wealth Management, LLC | 112 | $9.44K | 0.00% | −352−75.9% | Reduced |
| Atlantic Trust, LLC | 113 | $9.52K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 113 | $9.52K | 0.00% | +104+1,155.6% | Added |
| Cary Street Partner Investment Advisory LLC | 120 | $10.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 121 | $10.2K | 0.00% | +15+14.2% | Added |
| WPG Advisers, LLC | 139 | $11.7K | 0.01% | +7+5.3% | Added |
| Global X Japan Co., Ltd. | 140 | $11.8K | 0.00% | +7+5.3% | Added |
| Whittier Trust Co of Nevada Inc | 153 | $11.8K | 0.00% | −58−27.5% | Reduced |
| Synergy Investment Management, LLC | 167 | $13.4K | 0.00% | +167 | New |
| Valley National Advisers Inc | 166 | $14.0K | 0.00% | +1+0.6% | Added |
| Brown Brothers Harriman & Co | 167 | $14.1K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 172 | $14.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 189 | $15.9K | 0.00% | +189 | New |
| Dorato Capital Management | 210 | $16.4K | 0.01% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 200 | $16.8K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 200 | $16.8K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 201 | $16.9K | 0.00% | +27+15.5% | Added |