| True Wealth Design, LLC | 3 | $128 | 0.00% | −178−98.3% | Reduced |
| Danske Bank A/S | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $128 | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 4 | $170 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 4 | $180 | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 7 | $298 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 9 | $384 | 0.00% | −13−59.1% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 11 | $459 | 0.00% | +11 | New |
| Quarry LP | 11 | $468 | 0.00% | +11 | New |
| Beaird Harris Wealth Management, LLC | 13 | $554 | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 19 | $809 | 0.00% | +19 | New |
| Covestor Ltd | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 24 | $1.02K | 0.00% | +24 | New |
| Morton Brown Family Wealth, LLC | 30 | $1.28K | 0.00% | 00.0% | Unchanged |
| Dorato Capital Management | 30 | $1.31K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 33 | $1.41K | 0.00% | +11+50.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 33 | $1.41K | 0.00% | +33 | New |
| Nemes Rush Group LLC | 35 | $1.49K | 0.00% | −276−88.7% | Reduced |
| Mascoma Wealth Management LLC | 36 | $1.53K | 0.00% | +36 | New |
| Bellevue Asset Management, LLC | 37 | $1.57K | 0.00% | +37 | New |
| Aventura Private Wealth, LLC | 42 | $1.79K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 45 | $1.92K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 46 | $1.96K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 46 | $1.96K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 51 | $2.19K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 52 | $2.21K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 66 | $2.81K | 0.00% | −15−18.5% | Reduced |
| Creative Financial Designs Inc | 67 | $2.85K | 0.00% | −1−1.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 72 | $3.08K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 75 | $3.19K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 76 | $3.24K | 0.00% | +65+590.9% | Added |
| Rossby Financial, LCC | 90 | $3.83K | 0.00% | −177−66.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 95 | $4.05K | 0.00% | +15+18.8% | Added |
| Acumen Wealth Advisors, LLC | 97 | $4.13K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 105 | $4.47K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 107 | $4.56K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 138 | $5.00K | 0.00% | 00.0% | Unchanged |
| McMillan Office, Inc. | 119 | $5.07K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 135 | $5.75K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 133 | $6.00K | 0.00% | +133 | New |
| First United Bank Trust | 141 | $6.00K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 145 | $6.18K | 0.00% | +145 | New |
| West Paces Advisors Inc. | 147 | $6.26K | 0.00% | +147 | New |
| JPL Wealth Management, LLC | 150 | $6.39K | 0.00% | +12+8.7% | Added |
| Boreal Capital Management LLC | 150 | $6.40K | 0.00% | −1,050−87.5% | Reduced |
| Imprint Wealth LLC | 151 | $6.43K | 0.03% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 154 | $6.56K | 0.00% | +154 | New |
| Zions Bancorporation, National Association | 160 | $6.81K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 161 | $6.86K | 0.00% | −4−2.4% | Reduced |
| Raffa Wealth Management, LLC | 173 | $7.37K | 0.00% | +28+19.3% | Added |
| Concord Wealth Partners | 178 | $7.58K | 0.00% | +178 | New |
| Kilter Group LLC | 180 | $7.67K | 0.00% | +180 | New |
| BOK Financial Private Wealth, Inc. | 186 | $7.92K | 0.00% | +186 | New |
| First PREMIER Bank | 181 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 190 | $8.09K | 0.00% | 00.0% | Unchanged |
| CDKV Holdings LLC | 225 | $9.58K | 0.01% | 00.0% | Unchanged |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 229 | $9.75K | 0.01% | +229 | New |
| Dunhill Financial, LLC | 240 | $10.2K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 251 | $10.7K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 250 | $11.2K | 0.01% | 00.0% | Unchanged |
| Wellington Shields & Co., LLC | 264 | $11.3K | 0.00% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 288 | $12.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 288 | $12.3K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 305 | $13.0K | 0.00% | +40+15.1% | Added |
| Grove Bank & Trust | 306 | $13.0K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 312 | $13.3K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 314 | $13.4K | 0.00% | +167+113.6% | Added |
| Miller Global Investments, LLC | 315 | $13.4K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 315 | $13.4K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 324 | $13.8K | 0.01% | +324 | New |
| Gen-Wealth Partners Inc | 325 | $13.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 332 | $13.9K | 0.00% | +13+4.1% | Added |
| JFS Wealth Advisors, LLC | 333 | $14.2K | 0.00% | +25+8.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 349 | $14.9K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 369 | $15.7K | 0.00% | −11−2.9% | Reduced |
| Clal Insurance Enterprises Holdings Ltd | 374 | $16.0K | 0.00% | −33−8.1% | Reduced |
| Fedenia Advisers LLC | 389 | $16.6K | 0.00% | +389 | New |
| Financial Management Professionals, Inc. | 390 | $16.6K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 396 | $16.9K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 396 | $16.9K | 0.00% | −13−3.2% | Reduced |
| Financial Network Wealth Advisors LLC | 399 | $17.0K | 0.02% | −7−1.7% | Reduced |
| MTM Investment Management, LLC | 415 | $17.7K | 0.01% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 422 | $18.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 460 | $19.6K | 0.01% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 481 | $20.5K | 0.00% | +160+49.8% | Added |
| Beacon Investment Advisory Services, Inc. | 494 | $21.0K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 500 | $21.3K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 505 | $21.5K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 514 | $21.9K | 0.01% | +203+65.3% | Added |
| Colonial Trust Advisors | 525 | $22.4K | 0.00% | −25−4.5% | Reduced |
| Oakworth Capital, Inc. | 540 | $23.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 540 | $23.0K | 0.00% | +540 | New |
| Burkett Financial Services, LLC | 543 | $23.1K | 0.01% | +543 | New |
| MCF Advisors LLC | 556 | $23.7K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 602 | $25.6K | 0.01% | +602 | New |
| Truvestments Capital LLC | 640 | $27.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 667 | $28.4K | 0.00% | +79+13.4% | Added |
| Hilltop National Bank | 724 | $30.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 748 | $31.9K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 753 | $32.1K | 0.01% | +1+0.1% | Added |