| Navigoe, LLC | 13 | $0 | 0.00% | +13 | New |
| Meeder Asset Management Inc | 1 | $44 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 2 | $89 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 3 | $132 | 0.00% | −646−99.5% | Reduced |
| TFC Financial Management | 3 | $133 | 0.00% | 00.0% | Unchanged |
| 3 Factor Indexing, LLC | 3 | $133 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $133 | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 4 | $176 | 0.00% | +4 | New |
| Abound Wealth Management | 4 | $190 | 0.00% | −31−88.6% | Reduced |
| Sankala Group LLC | 5 | $203 | 0.00% | +5 | New |
| Central Trust Co | 5 | $221 | 0.00% | +5 | New |
| Highland Investment Advisors LLC | 6 | $264 | 0.00% | +6 | New |
| DecisionPoint Financial, LLC | 7 | $307 | 0.00% | +7 | New |
| Halbert Hargrove Global Advisors, LLC | 8 | $335 | 0.00% | +8 | New |
| WPG Advisers, LLC | 8 | $352 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 8 | $352 | 0.00% | +8 | New |
| Tidemark, LLC | 9 | $396 | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 10 | $440 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 10 | $441 | 0.00% | −3−23.1% | Reduced |
| ROSS\JOHNSON & Associates LLC | 11 | $484 | 0.01% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 11 | $485 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 12 | $529 | 0.00% | +12 | New |
| Breakwater Investment Management | 13 | $573 | 0.00% | 00.0% | Unchanged |
| Downshift Financial, LLC | 13 | $573 | 0.00% | +13 | New |
| Strengthening Families & Communities, LLC | 14 | $617 | 0.00% | +14 | New |
| NVWM, LLC | 15 | $661 | 0.00% | 00.0% | Unchanged |
| United Community Bank | 16 | $705 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 17 | $730 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 17 | $749 | 0.00% | +17 | New |
| CGC Financial Services, LLC | 18 | $793 | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $925 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 23 | $1.01K | 0.00% | +20+666.7% | Added |
| Networth Advisors, LLC | 24 | $1.06K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 24 | $1.06K | 0.00% | +11+84.6% | Added |
| Valley National Advisers Inc | 25 | $1.10K | 0.00% | +25 | New |
| Activest Wealth Management | 26 | $1.15K | 0.00% | +26 | New |
| Colonial Trust Co | 28 | $1.23K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 29 | $1.28K | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 31 | $1.36K | 0.00% | +3+10.7% | Added |
| IMG Wealth Management, Inc. | 32 | $1.41K | 0.00% | +8+33.3% | Added |
| American Capital Advisory, LLC | 32 | $1.41K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 32 | $1.41K | 0.00% | +12+60.0% | Added |
| Raffa Wealth Management, LLC | 34 | $1.50K | 0.00% | −2−5.6% | Reduced |
| Sachetta, LLC | 34 | $1.50K | 0.00% | +4+13.3% | Added |
| Archer Investment Corp | 35 | $1.54K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 40 | $1.76K | 0.00% | +40 | New |
| Albion Financial Group | 42 | $1.85K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 42 | $1.85K | 0.00% | +12+40.0% | Added |
| Compass Financial Management LLC | 42 | $1.85K | 0.00% | +42 | New |
| Whittier Trust Co | 43 | $1.89K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 44 | $1.93K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 44 | $1.94K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 44 | $1.94K | 0.00% | +44 | New |
| Clark Wealth Partners | 45 | $1.98K | 0.00% | −9−16.7% | Reduced |
| Ogorek Anthony Joseph | 52 | $2.00K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 48 | $2.11K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 54 | $2.38K | 0.00% | +54 | New |
| True Wealth Design, LLC | 54 | $2.38K | 0.00% | −28−34.1% | Reduced |
| Vanguard National Trust Co | 56 | $2.47K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 57 | $2.51K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 60 | $2.64K | 0.00% | +3+5.3% | Added |
| Highline Wealth Partners LLC | 64 | $2.80K | 0.00% | +20+45.5% | Added |
| Provenance Wealth Advisors, LLC | 64 | $2.82K | 0.00% | +30+88.2% | Added |
| Dunhill Financial, LLC | 65 | $2.86K | 0.00% | −3−4.4% | Reduced |
| Silver Grove Financial Group, Inc. | 67 | $2.94K | 0.00% | +67 | New |
| Park Place Capital Corp | 71 | $3.13K | 0.00% | +71 | New |
| High Note Wealth, LLC | 75 | $3.30K | 0.00% | +58+341.2% | Added |
| Phillip James Consulting Co. | 75 | $3.30K | 0.00% | +75 | New |
| IMA Wealth, Inc. | 76 | $3.35K | 0.00% | +76 | New |
| DiNuzzo Private Wealth, Inc. | 77 | $3.39K | 0.00% | −4−4.9% | Reduced |
| MCF Advisors LLC | 80 | $3.52K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 85 | $3.74K | 0.00% | +44+107.3% | Added |
| DT Investment Partners, LLC | 86 | $3.79K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 88 | $3.88K | 0.00% | −64−42.1% | Reduced |
| HighMark Wealth Management LLC | 91 | $4.01K | 0.00% | +91 | New |
| Quarry LP | 91 | $4.01K | 0.00% | −3,001−97.1% | Reduced |
| Financial Gravity Companies, Inc. | 91 | $4.01K | 0.00% | +91 | New |
| S&T Bank | 95 | $4.18K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 99 | $4.36K | 0.00% | −41−29.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 100 | $4.40K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 104 | $4.58K | 0.00% | +40+62.5% | Added |
| Private Wealth Management Group, LLC | 105 | $4.63K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 109 | $4.80K | 0.00% | +4+3.8% | Added |
| ZRC Wealth Management, LLC | 113 | $4.98K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 114 | $5.02K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 115 | $5.07K | 0.01% | +115 | New |
| NBT Bank N A | 123 | $5.42K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 125 | $5.50K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 125 | $5.50K | 0.00% | +92+278.8% | Added |
| Security National Bank of Sioux City Iowa | 125 | $5.50K | 0.00% | +125 | New |
| Tounjian Advisory Partners, LLC | 132 | $5.83K | 0.00% | +132 | New |
| Hughes Financial Services, LLC | 140 | $6.17K | 0.00% | +53+60.9% | Added |
| Security National Bank of So Dak | 150 | $6.61K | 0.00% | +150 | New |
| Allied Private Wealth LLC | 166 | $7.31K | 0.00% | +166 | New |
| Private Wealth Asset Management, LLC | 170 | $7.49K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 183 | $8.00K | 0.00% | +19+11.6% | Added |
| Key Financial Inc | 184 | $8.10K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 189 | $8.32K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 189 | $8.32K | 0.00% | 00.0% | Unchanged |