| Migdal Insurance & Financial Holdings Ltd. | 2 | $0 | 0.00% | +2 | New |
| West Branch Capital LLC | 1 | $135 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $407 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $407 | 0.00% | +2 | New |
| WR Wealth Planners, LLC | 2 | $407 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $407 | 0.00% | +2 | New |
| WealthTrak Capital Management LLC | 2 | $407 | 0.00% | +2 | New |
| Coppell Advisory Solutions LLC | 2 | $421 | 0.00% | −236−99.2% | Reduced |
| AdvisorNet Financial, Inc | 3 | $610 | 0.00% | −18−85.7% | Reduced |
| CNB Bank | 3 | $610 | 0.00% | −1−25.0% | Reduced |
| Bruce G. Allen Investments, LLC | 3 | $610 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 3 | $610 | 0.00% | +3 | New |
| Pacer Advisors, Inc. | 3 | $610 | 0.00% | +3 | New |
| Global Financial Private Client, LLC | 3 | $610 | 0.00% | +3 | New |
| Colonial Trust Co | 4 | $813 | 0.00% | +4 | New |
| True Wealth Design, LLC | 5 | $1.02K | 0.00% | +1+25.0% | Added |
| Darwin Advisors, LLC | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 6 | $1.25K | 0.00% | −2−25.0% | Reduced |
| Riggs Asset Managment Co. Inc. | 6 | $1.26K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 7 | $1.42K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 8 | $1.63K | 0.00% | −1−11.1% | Reduced |
| Trust Co | 8 | $1.63K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 9 | $1.83K | 0.00% | +9 | New |
| Abound Wealth Management | 9 | $1.83K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $2.03K | 0.00% | −33,910−100.0% | Reduced |
| Raffa Wealth Management, LLC | 10 | $2.03K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 10 | $2.03K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 12 | $2.44K | 0.00% | +12 | New |
| DiNuzzo Private Wealth, Inc. | 13 | $2.64K | 0.00% | +2+18.2% | Added |
| Skopos Labs, Inc. | 13 | $2.64K | 0.00% | +12+1,200.0% | Added |
| HHM Wealth Advisors, LLC | 15 | $3.05K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 18 | $3.66K | 0.00% | −3−14.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 18 | $3.66K | 0.00% | −3−14.3% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18 | $3.66K | 0.00% | +8+80.0% | Added |
| New Wave Wealth Advisors LLC | 18 | $3.66K | 0.00% | +18 | New |
| Sound Income Strategies, LLC | 19 | $3.86K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $4.68K | 0.00% | +3+15.0% | Added |
| Sierra Ocean, LLC | 27 | $5.49K | 0.00% | +27 | New |
| Cornerstone Planning Group LLC | 25 | $6.05K | 0.00% | +5+25.0% | Added |
| Murphy & Mullick Capital Management Corp | 30 | $6.10K | 0.01% | +30 | New |
| Aquatic Capital Management LLC | 33 | $6.71K | 0.00% | +33 | New |
| JFS Wealth Advisors, LLC | 34 | $6.92K | 0.00% | +4+13.3% | Added |
| Logan Capital Management Inc | 39 | $7.93K | 0.00% | +39 | New |
| Fuller & Thaler Asset Management, Inc. | 40 | $8.13K | 0.00% | +40 | New |
| Assetmark, Inc | 40 | $8.13K | 0.00% | +40 | New |
| MeadowBrook Investment Advisors LLC | 42 | $8.54K | 0.01% | −15−26.3% | Reduced |
| CVA Family Office, LLC | 42 | $8.54K | 0.00% | +22+110.0% | Added |
| Bartlett & Co. Wealth Management LLC | 45 | $9.15K | 0.00% | −30−40.0% | Reduced |
| Sachetta, LLC | 46 | $9.36K | 0.00% | −107−69.9% | Reduced |
| SRS Capital Advisors, Inc. | 47 | $9.56K | 0.00% | +2+4.4% | Added |
| TD Waterhouse Canada Inc. | 52 | $10.6K | 0.00% | −5−8.8% | Reduced |
| Matrix Trust Co | 52 | $11.0K | 0.00% | +52 | New |
| WPG Advisers, LLC | 55 | $11.2K | 0.01% | +55 | New |
| Massmutual Trust Co FSB | 60 | $12.2K | 0.00% | +43+252.9% | Added |
| Meeder Asset Management Inc | 62 | $12.6K | 0.00% | −6−8.8% | Reduced |
| TSFG, LLC | 64 | $13.0K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 65 | $13.2K | 0.01% | +65 | New |
| Avion Wealth | 73 | $14.0K | 0.00% | +2+2.8% | Added |
| Quadcap Wealth Management, LLC | 70 | $14.2K | 0.00% | −8−10.3% | Reduced |
| Geneos Wealth Management Inc. | 72 | $14.6K | 0.00% | −3−4.0% | Reduced |
| Barrett & Company, Inc. | 75 | $15.3K | 0.01% | 00.0% | Unchanged |
| BOCHK Asset Management Ltd | 80 | $16.3K | 0.00% | −520−86.7% | Reduced |
| Leonteq Securities AG | 82 | $16.7K | 0.00% | −14−14.6% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 85 | $17.3K | 0.01% | +85 | New |
| Covestor Ltd | 94 | $19.0K | 0.01% | +1+1.1% | Added |
| Huntington National Bank | 100 | $20.3K | 0.00% | +53+112.8% | Added |
| Cypress Capital Management LLC (WY) | 100 | $20.3K | 0.02% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 100 | $20.3K | 0.01% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 100 | $20.3K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 100 | $20.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 101 | $20.6K | 0.00% | +2+2.0% | Added |
| Kestra Investment Management, LLC | 103 | $20.9K | 0.00% | +103 | New |
| Hantz Financial Services, Inc. | 112 | $23.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 120 | $23.6K | 0.00% | −27−18.4% | Reduced |
| Hexagon Capital Partners LLC | 137 | $27.9K | 0.01% | −2,641−95.1% | Reduced |
| Quent Capital, LLC | 140 | $28.5K | 0.00% | +140 | New |
| Global Retirement Partners, LLC | 149 | $30.3K | 0.00% | +78+109.9% | Added |
| Creative Financial Designs Inc | 150 | $30.5K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 154 | $31.3K | 0.01% | +154 | New |
| Quadrant Capital Group LLC | 155 | $31.5K | 0.00% | +5+3.3% | Added |
| Rise Advisors, LLC | 158 | $32.1K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 169 | $34.4K | 0.01% | +169 | New |
| Lazard Asset Management LLC | 185 | $37.0K | 0.00% | −3,068−94.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 185 | $37.6K | 0.01% | 00.0% | Unchanged |
| Capstone Investment Advisors, LLC | 198 | $40.3K | 0.00% | −1,860−90.4% | Reduced |
| Versant Capital Management, Inc | 208 | $42.3K | 0.01% | +208 | New |
| Parkside Financial Bank & Trust | 210 | $42.7K | 0.01% | +10+5.0% | Added |
| Venturi Wealth Management, LLC | 224 | $45.6K | 0.00% | +99+79.2% | Added |
| Transce3nd, LLC | 235 | $47.8K | 0.02% | +235 | New |
| Ronald Blue Trust, Inc. | 244 | $49.6K | 0.00% | −615−71.6% | Reduced |
| Ridgewood Investments LLC | 250 | $50.8K | 0.02% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 254 | $51.7K | 0.00% | +4+1.6% | Added |
| Capital Advisors, Ltd. LLC | 255 | $52.0K | 0.01% | 00.0% | Unchanged |
| Kapitalo Investimentos Ltda | 264 | $53.7K | 0.04% | −995−79.0% | Reduced |
| Harbour Investments, Inc. | 281 | $57.1K | 0.00% | +29+11.5% | Added |
| Fifth Third Bancorp | 322 | $65.5K | 0.00% | +88+37.6% | Added |
| Raleigh Capital Management Inc. | 330 | $67.1K | 0.03% | +309+1,471.4% | Added |
| Principal Securities, Inc. | 366 | $74.4K | 0.00% | +122+50.0% | Added |