| Vision Retirement, LLC | 400 | $20.3K | 0.01% | 00.0% | Unchanged |
| City Holding Co | 400 | $20.3K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 382 | $19.0K | 0.00% | +282+282.0% | Added |
| SRS Capital Advisors, Inc. | 373 | $18.9K | 0.00% | −8,287−95.7% | Reduced |
| Smartleaf Asset Management LLC | 381 | $18.3K | 0.00% | −254−40.0% | Reduced |
| Bayban | 325 | $16.5K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 333 | $16.0K | 0.00% | +9+2.8% | Added |
| MCF Advisors LLC | 314 | $15.9K | 0.00% | +31+11.0% | Added |
| Hollencrest Capital Management | 305 | $15.5K | 0.00% | −200−39.6% | Reduced |
| WFA of San Diego, LLC | 300 | $15.2K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 288 | $14.6K | 0.00% | +250+657.9% | Added |
| Islay Capital Management, LLC | 250 | $12.7K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 195 | $12.0K | 0.00% | +195 | New |
| Cassaday & Co Wealth Management LLC | 218 | $11.0K | 0.00% | +218 | New |
| Pinnacle Wealth Planning Services, Inc. | 213 | $10.8K | 0.00% | +108+102.9% | Added |
| Arcadia Investment Advisors LLC | 204 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 202 | $10.2K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 200 | $10.1K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 200 | $10.1K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 200 | $10.1K | 0.01% | 00.0% | Unchanged |
| Peterson Wealth Management | 200 | $10.1K | 0.01% | +200 | New |
| Huntington National Bank | 184 | $9.32K | 0.00% | +35+23.5% | Added |
| CGC Financial Services, LLC | 172 | $8.71K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 154 | $8.41K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 174 | $8.00K | 0.00% | +174 | New |
| Rakuten Securities, Inc. | 156 | $7.90K | 0.00% | +95+155.7% | Added |
| Eurizon Capital SGR S.p.A. | 158 | $7.62K | 0.00% | +158 | New |
| NBT Bank N A | 150 | $7.60K | 0.00% | +89+145.9% | Added |
| Versant Capital Management, Inc | 139 | $7.04K | 0.00% | −8−5.4% | Reduced |
| Godfrey Financial Associates, Inc. | 135 | $6.84K | 0.01% | +50+58.8% | Added |
| SHP Wealth Management | 121 | $6.13K | 0.00% | +71+142.0% | Added |
| Bogart Wealth, LLC | 112 | $5.67K | 0.00% | +50+80.6% | Added |
| Prestige Wealth Management Group LLC | 107 | $5.42K | 0.00% | +107 | New |
| Vermillion Wealth Management, Inc. | 106 | $5.37K | 0.00% | +6+6.0% | Added |
| Anfield Capital Management, LLC | 105 | $5.32K | 0.00% | +100+2,000.0% | Added |
| Root Financial Partners, LLC | 104 | $5.27K | 0.00% | −52−33.3% | Reduced |
| Golden State Equity Partners | 103 | $5.22K | 0.00% | +103 | New |
| Danske Bank A/S | 100 | $5.07K | 0.00% | −1,200−92.3% | Reduced |
| Palouse Capital Management, Inc. | 100 | $5.07K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 100 | $5.07K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 100 | $5.07K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 100 | $5.07K | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 100 | $5.07K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 100 | $5.07K | 0.00% | +1+1.0% | Added |
| Trust Co of Toledo NA | 100 | $5.07K | 0.00% | +50+100.0% | Added |
| Salem Investment Counselors Inc | 100 | $5.07K | 0.00% | +100 | New |
| Bangor Savings Bank | 100 | $5.07K | 0.00% | +100 | New |
| Millstone Evans Group, LLC | 100 | $5.07K | 0.00% | +100 | New |
| Merrithew & Thorsten Inc | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 100 | $5.00K | 0.00% | +97+3,233.3% | Added |
| TD Waterhouse Canada Inc. | 90 | $4.53K | 0.00% | +90 | New |
| Darwin Advisors, LLC | 88 | $4.46K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 85 | $4.31K | 0.00% | +85 | New |
| Legacy Wealth Managment, LLC | 80 | $4.05K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 72 | $4.00K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 93 | $4.00K | 0.00% | +93 | New |
| Dogwood Wealth Management LLC | 75 | $3.80K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 64 | $3.24K | 0.00% | +38+146.2% | Added |
| Atlas Capital Advisors LLC | 59 | $2.99K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 57 | $2.89K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 56 | $2.84K | 0.00% | +56 | New |
| McIlrath & Eck, LLC | 55 | $2.79K | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 55 | $2.79K | 0.00% | 00.0% | Unchanged |
| Mosley Wealth Management | 50 | $2.62K | 0.00% | +50 | New |
| Tanglewood Legacy Advisors, LLC | 50 | $2.53K | 0.00% | 00.0% | Unchanged |
| Key Capital Management, INC | 44 | $2.23K | 0.00% | +44 | New |
| Mather Group, LLC. | 43 | $2.18K | 0.00% | +43 | New |
| Pacific Center for Financial Services | 41 | $2.08K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 35 | $1.97K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 35 | $1.77K | 0.00% | +35 | New |
| Fortitude Family Office, LLC | 33 | $1.67K | 0.00% | −711−95.6% | Reduced |
| Keating Financial Advisory Services, Inc. | 32 | $1.62K | 0.00% | +7+28.0% | Added |
| Massmutual Trust Co FSB | 31 | $1.57K | 0.00% | +5+19.2% | Added |
| Cornerstone Planning Group LLC | 27 | $1.54K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 30 | $1.52K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 29 | $1.47K | 0.00% | −7−19.4% | Reduced |
| Clearstead Advisors, LLC | 26 | $1.32K | 0.00% | −1,389−98.2% | Reduced |
| Atlantic Trust, LLC | 26 | $1.32K | 0.00% | +14+116.7% | Added |
| CoreCap Advisors, LLC | 26 | $1.32K | 0.00% | +25+2,500.0% | Added |
| TD Private Client Wealth LLC | 25 | $1.27K | 0.00% | −11−30.6% | Reduced |
| Cromwell Holdings LLC | 21 | $1.06K | 0.00% | +15+250.0% | Added |
| Comprehensive Financial Planning, Inc. | 20 | $1.01K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 20 | $1.01K | 0.00% | +12+150.0% | Added |
| Geneos Wealth Management Inc. | 17 | $861 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $811 | 0.00% | −15−48.4% | Reduced |
| SJS Investment Consulting Inc. | 11 | $558 | 0.00% | +4+57.1% | Added |
| Gill Capital Partners, LLC | 11 | $557 | 0.00% | +11 | New |
| Basecamp Wealth Advisors LLC | 10 | $507 | 0.00% | −80−88.9% | Reduced |
| GGM Financials LLC | 9 | $456 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $455 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 8 | $405 | 0.00% | +8 | New |
| Central Trust Co | 7 | $355 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $355 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 6 | $304 | 0.00% | +6 | New |
| Rothschild Investment LLC | 5 | $253 | 0.00% | −6−54.5% | Reduced |
| Bay Harbor Wealth Management, LLC | 5 | $253 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $203 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $202 | 0.00% | −1−20.0% | Reduced |
| Dunhill Financial, LLC | 3 | $163 | 0.00% | +1+50.0% | Added |
| Rialto Wealth Management, LLC | 3 | $152 | 0.00% | −1−25.0% | Reduced |
