| Cornerstone Planning Group LLC | 2 | $133 | 0.00% | −18−90.0% | Reduced |
| Johnson Financial Group, Inc. | 5 | $303 | 0.00% | +5 | New |
| Rakuten Securities, Inc. | 5 | $334 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 9 | $601 | 0.00% | −7−43.8% | Reduced |
| Rothschild Investment LLC | 9 | $601 | 0.00% | +9 | New |
| Smartleaf Asset Management LLC | 11 | $735 | 0.00% | +11 | New |
| Abound Wealth Management | 12 | $768 | 0.00% | +4+50.0% | Added |
| Strategic Investment Solutions, Inc. | 14 | $934 | 0.00% | −868−98.4% | Reduced |
| Raleigh Capital Management Inc. | 15 | $977 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 15 | $1.00K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 15 | $1.02K | 0.00% | +15 | New |
| EdgeRock Capital LLC | 16 | $1.11K | 0.00% | +16 | New |
| Bourgeon Capital Management LLC | 17 | $1.14K | 0.00% | +11+183.3% | Added |
| McIlrath & Eck, LLC | 21 | $1.40K | 0.00% | +21 | New |
| Provenance Wealth Advisors, LLC | 22 | $1.47K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $1.67K | 0.00% | +6+31.6% | Added |
| Evermay Wealth Management LLC | 26 | $1.74K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 27 | $1.80K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 36 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 37 | $2.00K | 0.00% | +37 | New |
| Fairman Group, LLC | 30 | $2.00K | 0.00% | +30 | New |
| CVA Family Office, LLC | 32 | $2.14K | 0.00% | +32 | New |
| Planning Capital Management Corp | 32 | $2.14K | 0.00% | +32 | New |
| Exchange Traded Concepts, LLC | 34 | $2.27K | 0.00% | −2−5.6% | Reduced |
| Sofos Investments, Inc. | 35 | $2.30K | 0.00% | −2−5.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 37 | $2.47K | 0.00% | −4−9.8% | Reduced |
| Northwest Financial Advisors | 38 | $2.54K | 0.00% | +38 | New |
| TSFG, LLC | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 49 | $3.25K | 0.00% | +11+28.9% | Added |
| AdvisorNet Financial, Inc | 52 | $3.47K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 55 | $3.67K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 64 | $4.00K | 0.00% | +64 | New |
| Baystate Wealth Management LLC | 60 | $4.03K | 0.00% | +3+5.3% | Added |
| Eagle Bay Advisors LLC | 66 | $4.41K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 69 | $4.61K | 0.00% | +54+360.0% | Added |
| Country Trust Bank | 70 | $4.67K | 0.00% | +70 | New |
| Bartlett & Co. LLC | 82 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 79 | $5.27K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 79 | $5.27K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 80 | $5.34K | 0.00% | +5+6.7% | Added |
| Ibex Wealth Advisors | 81 | $5.42K | 1.18% | −4,559−98.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 82 | $5.48K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 84 | $5.64K | 0.00% | +29+52.7% | Added |
| Albion Financial Group | 91 | $6.07K | 0.00% | +91 | New |
| Hollencrest Capital Management | 100 | $6.67K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 102 | $6.81K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 106 | $7.00K | 0.00% | +106 | New |
| North Star Investment Management Corp. | 110 | $7.34K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 110 | $7.34K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 114 | $7.61K | 0.00% | +114 | New |
| Hazlett, Burt & Watson, Inc. | 116 | $8.00K | 0.01% | +1+0.9% | Added |
| WealthCollab, LLC | 127 | $8.48K | 0.01% | +127 | New |
| Raffa Wealth Management, LLC | 132 | $8.81K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 150 | $10.0K | 0.00% | +16+11.9% | Added |
| Frazier Financial Advisors, LLC | 181 | $12.0K | 0.01% | +181 | New |
| Sugarloaf Wealth Management, LLC | 189 | $12.6K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 189 | $13.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 200 | $13.0K | 0.00% | +200 | New |
| Pacific Center for Financial Services | 200 | $13.3K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 220 | $14.7K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 221 | $14.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 244 | $16.3K | 0.00% | +134+121.8% | Added |
| First Horizon Advisors, Inc. | 256 | $17.1K | 0.00% | +20+8.5% | Added |
| IFP Advisors, Inc | 257 | $17.2K | 0.00% | −18−6.5% | Reduced |
| Bruce G. Allen Investments, LLC | 273 | $18.2K | 0.02% | +273 | New |
| Rockbridge Investment Management, LCC | 283 | $18.9K | 0.00% | +283 | New |
| Richardson Financial Services Inc. | 307 | $20.5K | 0.02% | +307 | New |
| Advisory Services Network, LLC | 317 | $21.2K | 0.00% | +317 | New |
| West Paces Advisors Inc. | 320 | $21.4K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 350 | $23.0K | 0.00% | +7+2.0% | Added |
| Geneos Wealth Management Inc. | 347 | $23.2K | 0.00% | +13+3.9% | Added |
| Umb Bank N A | 365 | $24.4K | 0.00% | −18−4.7% | Reduced |
| Armstrong Advisory Group, Inc | 382 | $25.5K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 400 | $26.7K | 0.01% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 400 | $26.7K | 0.01% | +400 | New |
| GAMMA Investing LLC | 412 | $28.4K | 0.01% | +412 | New |
| Ronald Blue Trust, Inc. | 471 | $29.0K | 0.00% | −215−31.3% | Reduced |
| EverSource Wealth Advisors, LLC | 466 | $31.1K | 0.00% | −68−12.7% | Reduced |
| Harbour Investments, Inc. | 469 | $31.3K | 0.00% | +469 | New |
| Brown Brothers Harriman & Co | 476 | $31.8K | 0.00% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 500 | $33.4K | 0.02% | +500 | New |
| Hexagon Capital Partners LLC | 504 | $33.6K | 0.01% | +42+9.1% | Added |
| Benjamin F. Edwards & Company, Inc. | 512 | $34.0K | 0.00% | +352+220.0% | Added |
| New Millennium Group LLC | 557 | $37.2K | 0.03% | +11+2.0% | Added |
| Lindbrook Capital, LLC | 558 | $37.2K | 0.00% | +63+12.7% | Added |
| SOA Wealth Advisors, LLC. | 562 | $37.5K | 0.01% | +11+2.0% | Added |
| Larson Financial Group LLC | 628 | $41.9K | 0.00% | +8+1.3% | Added |
| Farmers & Merchants Investments Inc | 640 | $42.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 669 | $44.6K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 726 | $48.5K | 0.00% | +3+0.4% | Added |
| Global Retirement Partners, LLC | 799 | $53.8K | 0.00% | +155+24.1% | Added |
| Alta Advisers Ltd | 841 | $56.1K | 0.03% | 00.0% | Unchanged |
| Montag A & Associates Inc | 851 | $56.8K | 0.00% | +12+1.4% | Added |
| Nisa Investment Advisors, LLC | 900 | $60.1K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 909 | $60.7K | 0.01% | +909 | New |
| Assetmark, Inc | 957 | $63.9K | 0.00% | +957 | New |
| CWM, LLC | 989 | $66.0K | 0.00% | +76+8.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,061 | $70.8K | 0.00% | −44−4.0% | Reduced |
| Spire Wealth Management | 1,144 | $77.3K | 0.00% | −13−1.1% | Reduced |