| Penserra Capital Management LLC | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 0 | $6 | 0.00% | 0 | Unchanged |
| Curio Wealth, LLC | 2 | $207 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 2 | $208 | 0.00% | +2 | New |
| First Pacific Financial | 3 | $311 | 0.00% | +3 | New |
| Legacy Wealth Managment, LLC | 4 | $415 | 0.00% | −1−20.0% | Reduced |
| Hughes Financial Services, LLC | 4 | $415 | 0.00% | +3+300.0% | Added |
| TopTier Wealth Management, LLC | 4 | $415 | 0.00% | +4 | New |
| Signature Equity Partners, LLC | 4 | $415 | 0.00% | +4 | New |
| Minot DeBlois Advisors LLC | 5 | $518 | 0.00% | −35−87.5% | Reduced |
| HFM Investment Advisors, LLC | 5 | $518 | 0.00% | −19−79.2% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 5 | $518 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5 | $518 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $519 | 0.00% | −5−50.0% | Reduced |
| American Capital Advisory, LLC | 5 | $519 | 0.00% | +1+25.0% | Added |
| Breakwater Investment Management | 5 | $519 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $599 | 0.00% | −1−16.7% | Reduced |
| Private Wealth Management Group, LLC | 6 | $622 | 0.00% | −1−14.3% | Reduced |
| WestEnd Advisors, LLC | 6 | $622 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $622 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 6 | $622 | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 8 | $830 | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 8 | $830 | 0.00% | 00.0% | Unchanged |
| Vanguard Advisers Inc | 8 | $854 | 0.00% | +8 | New |
| SWAN Capital LLC | 9 | $933 | 0.00% | 00.0% | Unchanged |
| Monetary Solutions, Ltd | 9 | $933 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 15 | $1.00K | 0.00% | −9−37.5% | Reduced |
| TD Capital Management LLC | 10 | $1.04K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 10 | $1.04K | 0.00% | +5+100.0% | Added |
| Portus Wealth Advisors, LLC | 10 | $1.04K | 0.00% | +10 | New |
| Transamerica Financial Advisors, Inc. | 10 | $1.09K | 0.00% | −2−16.7% | Reduced |
| Financial Consulate, Inc | 11 | $1.14K | 0.00% | −2−15.4% | Reduced |
| Millstone Evans Group, LLC | 11 | $1.14K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.36K | 0.00% | +4+44.4% | Added |
| Maseco LLP | 13 | $1.37K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 14 | $1.45K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 14 | $1.45K | 0.00% | +9+180.0% | Added |
| Heritage Wealth Advisors | 15 | $1.55K | 0.00% | +15 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 15 | $1.55K | 0.01% | +15 | New |
| Silicon Valley Capital Partners | 15 | $1.57K | 0.00% | +15 | New |
| Burk Holdings LLC | 16 | $1.66K | 0.00% | +16 | New |
| Delos Wealth Advisors, LLC | 17 | $1.76K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 17 | $1.77K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 18 | $1.86K | 0.00% | −7−28.0% | Reduced |
| Bare Financial Services, Inc | 18 | $1.86K | 0.00% | +7+63.6% | Added |
| Bay Harbor Wealth Management, LLC | 18 | $1.86K | 0.00% | +12+200.0% | Added |
| Financial Network Wealth Advisors LLC | 19 | $1.97K | 0.00% | +19 | New |
| Merkkuri Wealth Advisors LLC | 20 | $2.07K | 0.00% | +20 | New |
| Synergy Investment Management, LLC | 20 | $2.07K | 0.00% | +20 | New |
| Cromwell Holdings LLC | 21 | $2.18K | 0.00% | −266−92.7% | Reduced |
| Anfield Capital Management, LLC | 21 | $2.18K | 0.00% | −56−72.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 22 | $2.28K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 22 | $2.28K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 23 | $2.38K | 0.00% | +1+4.5% | Added |
| UMA Financial Services, Inc. | 24 | $2.49K | 0.00% | −11−31.4% | Reduced |
| Kilter Group LLC | 25 | $2.59K | 0.00% | +25 | New |
| ORG Wealth Partners, LLC | 27 | $2.80K | 0.00% | −126−82.4% | Reduced |
| McGuire Capital Advisors Inc | 27 | $2.80K | 0.00% | −74−73.3% | Reduced |
| Pacifica Partners Inc. | 27 | $2.80K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 29 | $2.96K | 0.00% | 00.0% | Unchanged |
| Indiana Trust & Investment Management CO | 30 | $3.11K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 30 | $3.11K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 30 | $3.11K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $3.11K | 0.00% | +7+30.4% | Added |
| Nalls Sherbakoff Group, LLC | 33 | $3.42K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 35 | $3.63K | 0.00% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 35 | $3.63K | 0.00% | +35 | New |
| Sound Income Strategies, LLC | 36 | $3.79K | 0.00% | −149−80.5% | Reduced |
| Altshuler Shaham Ltd | 37 | $3.83K | 0.00% | +37 | New |
| Ankerstar Wealth, LLC | 38 | $3.94K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 38 | $3.98K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Advisors LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 39 | $4.09K | 0.00% | −69−63.9% | Reduced |
| Salomon & Ludwin, LLC | 42 | $4.25K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 46 | $4.77K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 47 | $4.90K | 0.00% | +35+291.7% | Added |
| Kemnay Advisory Services Inc. | 48 | $4.97K | 0.00% | +48 | New |
| Crewe Advisors LLC | 48 | $4.97K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 57 | $5.00K | 0.00% | +5+9.6% | Added |
| Holos Integrated Wealth LLC | 50 | $5.15K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 60 | $5.17K | 0.00% | +22+57.9% | Added |
| Murphy & Mullick Capital Management Corp | 50 | $5.18K | 0.00% | −35−41.2% | Reduced |
| Reyes Financial Architecture, Inc. | 50 | $5.18K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 50 | $5.18K | 0.00% | +50 | New |
| Provenance Wealth Advisors, LLC | 50 | $5.18K | 0.00% | +50 | New |
| Plante Moran Financial Advisors, LLC | 50 | $5.23K | 0.00% | −197−79.8% | Reduced |
| Abound Wealth Management | 52 | $5.37K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 52 | $5.39K | 0.00% | −429−89.2% | Reduced |
| Sachetta, LLC | 52 | $5.39K | 0.00% | +23+79.3% | Added |
| Manchester Capital Management LLC | 55 | $5.70K | 0.00% | −24−30.4% | Reduced |
| Fortis Group Advisors, LLC | 55 | $5.70K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 57 | $5.88K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 58 | $6.01K | 0.00% | −21−26.6% | Reduced |
| PFS Partners, LLC | 58 | $6.02K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 59 | $6.11K | 0.00% | +59 | New |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 59 | $6.13K | 0.00% | +1+1.7% | Added |
| Leo H. Evart, Inc. | 60 | $6.22K | 0.01% | +60 | New |
| Fortitude Family Office, LLC | 64 | $6.63K | 0.00% | −161−71.6% | Reduced |
| Highline Wealth Partners LLC | 64 | $6.63K | 0.00% | +60+1,500.0% | Added |