| McClarren Financial Advisors, Inc. | 7 | $0 | 0.00% | +7 | New |
| Tfo-TDC, LLC | 16 | $60 | 0.00% | +16 | New |
| True Wealth Design, LLC | 1 | $66 | 0.00% | +1 | New |
| Tortoise Investment Management, LLC | 2 | $132 | 0.00% | +2 | New |
| Baker Avenue Asset Management, LP | 7 | $463 | 0.00% | +7 | New |
| Coppell Advisory Solutions LLC | 7 | $463 | 0.00% | +7 | New |
| Coppell Advisory Solutions Corp. | 7 | $463 | 0.00% | +7 | New |
| Sofos Investments, Inc. | 66 | $493 | 0.01% | +66 | New |
| Beaird Harris Wealth Management, LLC | 9 | $595 | 0.00% | +9 | New |
| Farther Finance Advisors, LLC | 10 | $662 | 0.00% | +10 | New |
| AdvisorNet Financial, Inc | 11 | $728 | 0.00% | +11 | New |
| Huntington National Bank | 13 | $860 | 0.00% | −249−95.0% | Reduced |
| Sutton Wealth Advisors Inc. | 13 | $860 | 0.00% | 00.0% | Unchanged |
| Harvest Group Wealth Management, LLC | 16 | $1.06K | 0.00% | −10−38.5% | Reduced |
| Money Concepts Capital Corp | 20 | $1.32K | 0.00% | −32−61.5% | Reduced |
| Disciplined Investments, LLC | 20 | $1.32K | 0.00% | −3−13.0% | Reduced |
| Glassman Wealth Services | 24 | $1.59K | 0.00% | +2+9.1% | Added |
| Parkside Financial Bank & Trust | 25 | $1.65K | 0.00% | −384−93.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 25 | $1.65K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 26 | $1.72K | 0.00% | +5+23.8% | Added |
| Accel Wealth Management | 29 | $1.92K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 32 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 32 | $2.17K | 0.00% | +32 | New |
| Umb Bank N A | 49 | $3.00K | 0.00% | −4−7.5% | Reduced |
| HBC Financial Services, PLLC | 70 | $4.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 72 | $4.00K | 0.00% | +72 | New |
| Farmers & Merchants Investments Inc | 61 | $4.04K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 65 | $4.41K | 0.00% | +65 | New |
| JFS Wealth Advisors, LLC | 69 | $4.57K | 0.00% | −4−5.5% | Reduced |
| Tradewinds Capital Management, LLC | 72 | $4.76K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 74 | $4.90K | 0.00% | −6−7.5% | Reduced |
| Baystate Wealth Management LLC | 71 | $5.00K | 0.00% | +71 | New |
| Prestige Wealth Management Group LLC | 77 | $5.09K | 0.00% | +77 | New |
| HighMark Wealth Management LLC | 79 | $5.23K | 0.00% | −50−38.8% | Reduced |
| Kelly Financial Services LLC | 95 | $6.29K | 0.00% | 00.0% | Unchanged |
| Kenfarb & Co. | 100 | $6.62K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 103 | $6.81K | 0.00% | +103 | New |
| Fiduciary Alliance LLC | 113 | $7.48K | 0.00% | +113 | New |
| MinichMacGregor Wealth Management, LLC | 127 | $8.40K | 0.00% | +127 | New |
| Oliver Lagore Vanvalin Investment Group | 134 | $8.87K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 137 | $9.06K | 0.00% | −86−38.6% | Reduced |
| GHP Investment Advisors, Inc. | 139 | $9.20K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 150 | $9.92K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 150 | $10.0K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 161 | $10.7K | 0.01% | +20+14.2% | Added |
| Vigilant Capital Management, LLC | 160 | $11.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 160 | $11.0K | 0.01% | +15+10.3% | Added |
| Bell Investment Advisors, Inc | 173 | $11.4K | 0.00% | +4+2.4% | Added |
| Harbour Investments, Inc. | 180 | $11.9K | 0.00% | +42+30.4% | Added |
| PrairieView Partners, LLC | 184 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 175 | $12.0K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 181 | $12.0K | 0.00% | +108+147.9% | Added |
| SOA Wealth Advisors, LLC. | 187 | $12.4K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 188 | $12.4K | 0.00% | +28+17.5% | Added |
| Ancora Advisors, LLC | 209 | $14.0K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 213 | $14.1K | 0.00% | +213 | New |
| Allworth Financial LP | 233 | $15.4K | 0.00% | −17−6.8% | Reduced |
| Riverview Trust Co | 245 | $16.0K | 0.02% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 250 | $16.5K | 0.00% | −39−13.5% | Reduced |
| Dark Forest Capital Management LP | 278 | $18.4K | 0.00% | −281−50.3% | Reduced |
| Asset Dedication, LLC | 280 | $19.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 298 | $19.7K | 0.01% | −187−38.6% | Reduced |
| Armstrong Advisory Group, Inc | 325 | $21.5K | 0.00% | +325 | New |
| Lindbrook Capital, LLC | 341 | $22.6K | 0.00% | −80−19.0% | Reduced |
| Lee Financial Co | 360 | $23.8K | 0.00% | −22−5.8% | Reduced |
| Private Trust Co NA | 369 | $24.0K | 0.00% | −59−13.8% | Reduced |
| Ronald Blue Trust, Inc. | 333 | $24.0K | 0.00% | +115+52.8% | Added |
| Harbor Investment Advisory, LLC | 368 | $24.3K | 0.00% | −184−33.3% | Reduced |
| Benjamin Edwards Inc | 392 | $26.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 400 | $26.5K | 0.01% | +400 | New |
| Federation des caisses Desjardins du Quebec | 405 | $26.8K | 0.00% | −660−62.0% | Reduced |
| Quarry LP | 421 | $27.9K | 0.03% | +421 | New |
| Global Retirement Partners, LLC | 434 | $28.7K | 0.00% | +149+52.3% | Added |
| First Horizon Advisors, Inc. | 445 | $29.4K | 0.00% | −42−8.6% | Reduced |
| CoreCap Advisors, LLC | 449 | $29.7K | 0.00% | +449 | New |
| IFP Advisors, Inc | 1,222 | $30.0K | 0.00% | +383+45.6% | Added |
| City State Bank | 450 | $30.0K | 0.02% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 509 | $33.7K | 0.00% | −12−2.3% | Reduced |
| Cullen/Frost Bankers, Inc. | 600 | $39.7K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 615 | $40.7K | 0.03% | +615 | New |
| Fortis Capital Advisors, LLC | 688 | $45.5K | 0.03% | +688 | New |
| HHM Wealth Advisors, LLC | 750 | $49.6K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 749 | $50.0K | 0.00% | +212+39.5% | Added |
| Spire Wealth Management | 800 | $53.0K | 0.00% | −20,559−96.3% | Reduced |
| Fifth Third Bancorp | 805 | $53.3K | 0.00% | +84+11.7% | Added |
| Advisory Services Network, LLC | 820 | $54.3K | 0.00% | +820 | New |
| Advisors Asset Management, Inc. | 821 | $54.3K | 0.00% | −482−37.0% | Reduced |
| CWM, LLC | 852 | $56.0K | 0.00% | −707−45.3% | Reduced |
| Exchange Traded Concepts, LLC | 888 | $58.8K | 0.00% | +735+480.4% | Added |
| Paragon Wealth Strategies, LLC | 900 | $59.5K | 0.07% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 933 | $62.5K | 0.02% | +933 | New |
| Assetmark, Inc | 953 | $63.0K | 0.00% | +231+32.0% | Added |
| Natixis Investment Managers International | 992 | $65.6K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 1,025 | $67.8K | 0.00% | +59+6.1% | Added |
| Parallel Advisors, LLC | 1,027 | $67.9K | 0.00% | +36+3.6% | Added |
| Ellevest, Inc. | 1,061 | $70.2K | 0.01% | −520−32.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,072 | $70.9K | 0.00% | −526−32.9% | Reduced |
| EverSource Wealth Advisors, LLC | 1,098 | $72.6K | 0.01% | +7+0.6% | Added |
| Comerica Securities,inc. | 1,137 | $75.2K | 0.01% | +1,137 | New |
| Creative Financial Designs Inc | 1,142 | $75.6K | 0.01% | +865+312.3% | Added |
