| Abound Wealth Management | 2 | $306 | 0.00% | −3−60.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 3 | $379 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $459 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 4 | $612 | 0.00% | −1−20.0% | Reduced |
| Bourgeon Capital Management LLC | 5 | $764 | 0.00% | +2+66.7% | Added |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 8 | $1.22K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 9 | $1.38K | 0.00% | +9 | New |
| NBC Securities, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 18 | $2.40K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 16 | $2.44K | 0.00% | +16 | New |
| Addison Advisors LLC | 18 | $2.75K | 0.00% | +18 | New |
| Horizons Wealth Management | 22 | $3.36K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 26 | $3.46K | 0.00% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 25 | $3.82K | 0.00% | −103,020−100.0% | Reduced |
| AdvisorNet Financial, Inc | 25 | $3.82K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 28 | $4.28K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $4.43K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 29 | $4.43K | 0.00% | +29 | New |
| Prestige Wealth Management Group LLC | 30 | $4.58K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 31 | $4.74K | 0.00% | +31 | New |
| Plante Moran Financial Advisors, LLC | 32 | $4.89K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 33 | $5.04K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 33 | $5.04K | 0.00% | +33 | New |
| Sofos Investments, Inc. | 35 | $5.29K | 0.00% | −27−43.5% | Reduced |
| New England Capital Financial Advisors LLC | 35 | $5.35K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $5.81K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 38 | $5.81K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 39 | $5.96K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 39 | $5.96K | 0.00% | +39 | New |
| Bokf, NA | 43 | $6.57K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 45 | $6.88K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 47 | $7.18K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 49 | $7.79K | 0.00% | +49 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 51 | $7.79K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 51 | $7.79K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 53 | $8.10K | 0.00% | +53 | New |
| Kiely Wealth Advisory Group, Inc. | 51 | $8.12K | 0.00% | +51 | New |
| Global Financial Private Client, LLC | 57 | $8.71K | 0.00% | +40+235.3% | Added |
| Laurel Wealth Advisors LLC | 63 | $9.63K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 68 | $10.4K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 69 | $10.5K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 70 | $10.7K | 0.00% | +49+233.3% | Added |
| Zions Bancorporation, N.A. | 76 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 76 | $12.0K | 0.00% | −6−7.3% | Reduced |
| Rothschild Investment LLC | 88 | $13.4K | 0.00% | +88 | New |
| Quarry LP | 90 | $13.8K | 0.01% | −180−66.7% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 95 | $14.5K | 0.01% | +3+3.3% | Added |
| Toth Financial Advisory Corp | 100 | $15.3K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 100 | $15.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $15.3K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 101 | $15.4K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 101 | $15.4K | 0.00% | +101 | New |
| SOA Wealth Advisors, LLC. | 107 | $16.3K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 113 | $17.0K | 0.01% | +113 | New |
| Blue Bell Private Wealth Management, LLC | 115 | $17.6K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 120 | $18.3K | 0.01% | +120 | New |
| Spire Wealth Management | 117 | $18.5K | 0.00% | +86+277.4% | Added |
| Livelsberger Financial Advisory | 122 | $18.6K | 0.02% | +122 | New |
| FSA Wealth Management LLC | 140 | $21.0K | 0.01% | +140 | New |
| First Manhattan Co | 150 | $22.9K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 158 | $24.1K | 0.01% | 00.0% | Unchanged |
| Arrow Financial Corp | 160 | $24.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 194 | $29.6K | 0.03% | +194 | New |
| CNB Bank | 200 | $30.6K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $30.6K | 0.02% | 00.0% | Unchanged |
| Emfo, LLC | 200 | $30.6K | 0.03% | 00.0% | Unchanged |
| Joseph Group Capital Management | 200 | $30.6K | 0.02% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 202 | $30.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 207 | $31.6K | 0.00% | −1,844−89.9% | Reduced |
| Aspire Private Capital, LLC | 213 | $32.5K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 217 | $33.2K | 0.03% | +217 | New |
| Richardson Financial Services Inc. | 219 | $33.5K | 0.03% | +219 | New |
| MV Capital Management, Inc. | 225 | $34.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 233 | $35.6K | 0.00% | −32−12.1% | Reduced |
| Davis Capital Management | 240 | $36.7K | 0.04% | +240 | New |
| ZRC Wealth Management, LLC | 295 | $39.3K | 0.02% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 262 | $40.0K | 0.00% | +65+33.0% | Added |
| Pinnacle Bancorp, Inc. | 277 | $42.3K | 0.01% | −158−36.3% | Reduced |
| First Horizon Advisors, Inc. | 286 | $43.7K | 0.00% | −51−15.1% | Reduced |
| Salem Investment Counselors Inc | 286 | $43.7K | 0.00% | +237+483.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 300 | $45.8K | 0.03% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 300 | $45.8K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 313 | $47.8K | 0.03% | 00.0% | Unchanged |
| TSFG, LLC | 355 | $54.0K | 0.02% | 00.0% | Unchanged |
| Alta Advisers Ltd | 400 | $61.1K | 0.03% | 00.0% | Unchanged |
| Allworth Financial LP | 403 | $61.6K | 0.00% | +34+9.2% | Added |
| Operose Advisors LLC | 410 | $62.6K | 0.03% | 00.0% | Unchanged |
| Trust Co of Vermont | 423 | $64.6K | 0.00% | −67−13.7% | Reduced |
| Y.D. More Investments Ltd | 500 | $76.4K | 0.02% | +135+37.0% | Added |
| State of Wyoming | 502 | $76.7K | 0.01% | −255−33.7% | Reduced |
| Hartford Financial Management Inc. | 522 | $79.8K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 528 | $80.7K | 0.02% | +528 | New |
| Bartlett & Co. Wealth Management LLC | 530 | $80.9K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 530 | $81.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 570 | $87.1K | 0.01% | −3−0.5% | Reduced |
| Harbour Investments, Inc. | 586 | $89.5K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 597 | $91.2K | 0.03% | +597 | New |
| Carolinas Wealth Consulting LLC | 600 | $91.7K | 0.02% | 00.0% | Unchanged |