| LRI Investments, LLC | 225 | $49.9K | 0.00% | +4+1.8% | Added |
| ORG Partners LLC | 222 | $49.1K | 0.01% | −190−46.1% | Reduced |
| Tower Research Capital LLC (TRC) | 221 | $48.9K | 0.00% | −2,917−93.0% | Reduced |
| Whittier Trust Co | 213 | $47.1K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 203 | $44.9K | 0.02% | +3+1.5% | Added |
| AlphaCore Capital LLC | 196 | $43.4K | 0.00% | +196 | New |
| WealthCollab, LLC | 195 | $43.1K | 0.02% | −26−11.8% | Reduced |
| Golden State Wealth Management, LLC | 189 | $41.8K | 0.01% | 00.0% | Unchanged |
| Horizon Investments, LLC | 187 | $41.4K | 0.00% | +29+18.4% | Added |
| ZRC Wealth Management, LLC | 178 | $39.4K | 0.02% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 172 | $38.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 162 | $35.8K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 161 | $35.6K | 0.02% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 153 | $33.9K | 0.01% | −46−23.1% | Reduced |
| GAMMA Investing LLC | 153 | $33.9K | 0.00% | −2−1.3% | Reduced |
| MV Capital Management, Inc. | 150 | $33.2K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 148 | $32.7K | 0.00% | +3+2.1% | Added |
| FSA Wealth Management LLC | 140 | $31.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 135 | $30.0K | 0.00% | +37+37.8% | Added |
| Tortoise Investment Management, LLC | 135 | $29.9K | 0.00% | −27−16.7% | Reduced |
| Nemes Rush Group LLC | 135 | $29.9K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 132 | $29.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 127 | $28.1K | 0.01% | +127 | New |
| Richardson Financial Services Inc. | 125 | $27.6K | 0.02% | +2+1.6% | Added |
| Blue Bell Private Wealth Management, LLC | 115 | $25.4K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 113 | $25.0K | 0.01% | −5−4.2% | Reduced |
| Legacy Investment Solutions, LLC | 113 | $25.0K | 0.01% | +113 | New |
| Concord Wealth Partners | 111 | $24.6K | 0.00% | −79−41.6% | Reduced |
| Truvestments Capital LLC | 100 | $22.2K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 100 | $22.1K | 0.01% | −12−10.7% | Reduced |
| HM Payson & Co | 100 | $22.1K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $22.1K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $22.1K | 0.02% | 00.0% | Unchanged |
| Traub Capital Management LLC | 100 | $22.1K | 0.02% | +100 | New |
| GPS Wealth Strategies Group, LLC | 91 | $20.1K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 89 | $19.7K | 0.01% | −15−14.4% | Reduced |
| Sierra Ocean, LLC | 87 | $19.2K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 86 | $19.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 84 | $18.6K | 0.00% | −6−6.7% | Reduced |
| Park Square Financial Group, LLC | 84 | $18.6K | 0.01% | +18+27.3% | Added |
| High Note Wealth, LLC | 80 | $17.7K | 0.00% | −41−33.9% | Reduced |
| Atlantic Union Bankshares Corp | 75 | $16.6K | 0.00% | +75 | New |
| Oliver Lagore Vanvalin Investment Group | 70 | $16.0K | 0.01% | +70 | New |
| Vermillion Wealth Management, Inc. | 71 | $15.7K | 0.01% | +50+238.1% | Added |
| Scarborough Advisors, LLC | 71 | $15.7K | 0.00% | +71 | New |
| Ossiam | 69 | $15.3K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 68 | $15.0K | 0.00% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 68 | $15.0K | 0.00% | +68 | New |
| Asset Dedication, LLC | 62 | $13.7K | 0.00% | +60+3,000.0% | Added |
| Putney Financial Group LLC | 60 | $13.3K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 59 | $13.1K | 0.00% | +59 | New |
| NBC Securities, Inc. | 60 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 60 | $11.3K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 51 | $11.3K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $11.1K | 0.00% | −50−50.0% | Reduced |
| Centricity Wealth Management, LLC | 50 | $11.1K | 0.01% | 00.0% | Unchanged |
| South State Corp. | 50 | $11.1K | 0.00% | +50 | New |
| Legend Financial Advisors, Inc. | 50 | $11.1K | 0.01% | +50 | New |
| Hantz Financial Services, Inc. | 49 | $11.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 47 | $10.4K | 0.00% | +6+14.6% | Added |
| Bogart Wealth, LLC | 45 | $9.96K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 45 | $9.96K | 0.00% | +45 | New |
| Cherry Tree Wealth Management, LLC | 41 | $9.07K | 0.00% | −5−10.9% | Reduced |
| CGC Financial Services, LLC | 39 | $8.63K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $8.41K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 38 | $8.41K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 35 | $7.74K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 34 | $7.52K | 0.00% | +34 | New |
| Spire Wealth Management | 31 | $6.86K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 31 | $6.86K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $6.64K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $6.42K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 29 | $6.42K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 29 | $6.42K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 28 | $6.20K | 0.00% | +9+47.4% | Added |
| FWL Investment Management, LLC | 26 | $5.75K | 0.00% | +26 | New |
| Newbridge Financial Services Group, Inc. | 26 | $5.75K | 0.00% | +26 | New |
| Salomon & Ludwin, LLC | 26 | $5.70K | 0.00% | +1+4.0% | Added |
| Barrett & Company, Inc. | 25 | $5.53K | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 23 | $5.16K | 0.00% | +23 | New |
| Riggs Asset Managment Co. Inc. | 23 | $5.09K | 0.00% | +23 | New |
| Zions Bancorporation, National Association | 22 | $4.87K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 22 | $4.87K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 22 | $4.87K | 0.00% | +22 | New |
| Kozak & Associates, Inc. | 21 | $4.86K | 0.00% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 20 | $4.42K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 20 | $4.42K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $4.42K | 0.00% | +8+66.7% | Added |
| Fortitude Family Office, LLC | 19 | $4.20K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 18 | $3.98K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 16 | $3.54K | 0.00% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 16 | $3.54K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $2.65K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 11 | $2.43K | 0.00% | −5−31.3% | Reduced |
| Marshall & Sterling Wealth Advisors Inc. | 11 | $2.43K | 0.00% | 00.0% | Unchanged |
| Motco | 12 | $2.23K | 0.00% | +12 | New |
| Bell Investment Advisors, Inc | 9 | $1.99K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 8 | $1.77K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 8 | $1.77K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 7 | $1.55K | 0.00% | 00.0% | Unchanged |