| Turning Point Benefit Group, Inc. | 1 | $542 | 0.00% | +1 | New |
| Kayne Anderson Rudnick Investment Management LLC | 1 | $543 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 1 | $543 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $543 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $543 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 1 | $543 | 0.00% | 00.0% | Unchanged |
| PEAK6 LLC | 1 | $562 | 0.00% | −2−66.7% | Reduced |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 2 | $1.09K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 3 | $1.63K | 0.00% | −3−50.0% | Reduced |
| Kilter Group LLC | 3 | $1.63K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $1.63K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 3 | $1.63K | 0.00% | +1+50.0% | Added |
| Financial Management Professionals, Inc. | 3 | $1.63K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $2.17K | 0.00% | +1+33.3% | Added |
| Bell Investment Advisors, Inc | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 4 | $2.17K | 0.00% | +4 | New |
| Plante Moran Financial Advisors, LLC | 4 | $2.17K | 0.00% | +4 | New |
| Cromwell Holdings LLC | 4 | $2.17K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $2.19K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $2.35K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $2.71K | 0.00% | +1+25.0% | Added |
| Addison Advisors LLC | 5 | $2.71K | 0.00% | +5 | New |
| Valley National Advisers Inc | 7 | $3.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 6 | $3.26K | 0.00% | −6−50.0% | Reduced |
| Legacy Wealth Managment, LLC | 6 | $3.26K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 6 | $3.26K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 6 | $3.26K | 0.00% | +3+100.0% | Added |
| Accent Capital Management, LLC | 7 | $3.80K | 0.00% | +7 | New |
| Meeder Asset Management Inc | 8 | $4.34K | 0.00% | −2,114−99.6% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 8 | $4.34K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 10 | $4.78K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 9 | $4.89K | 0.00% | −8−47.1% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 9 | $4.89K | 0.00% | +9 | New |
| Cloud Capital Management, LLC | 11 | $5.00K | 0.00% | +11 | New |
| Bare Financial Services, Inc | 10 | $5.43K | 0.00% | −1−9.1% | Reduced |
| Webster Bank, N. A. | 10 | $5.43K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 11 | $5.97K | 0.00% | +11 | New |
| Cape Investment Advisory, Inc. | 12 | $6.51K | 0.01% | −6−33.3% | Reduced |
| ZRC Wealth Management, LLC | 14 | $7.60K | 0.00% | +14 | New |
| Atlantic Trust, LLC | 15 | $8.14K | 0.00% | +1+7.1% | Added |
| Fortitude Family Office, LLC | 16 | $8.69K | 0.00% | +3+23.1% | Added |
| Avion Wealth | 17 | $9.00K | 0.00% | +1+6.3% | Added |
| Raffa Wealth Management, LLC | 18 | $9.77K | 0.00% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 17 | $10.0K | 0.00% | +17 | New |
| Strategic Wealth Partners, Ltd. | 19 | $10.3K | 0.00% | +19 | New |
| Salomon & Ludwin, LLC | 20 | $10.8K | 0.00% | +20 | New |
| IAG Wealth Partners, LLC | 20 | $10.9K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 20 | $10.9K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 21 | $11.4K | 0.00% | +20+2,000.0% | Added |
| CVA Family Office, LLC | 22 | $11.9K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 22 | $11.9K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 23 | $12.5K | 0.00% | +23 | New |
| Robinswood Financial LLC | 24 | $13.0K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 24 | $13.0K | 0.00% | −513−95.5% | Reduced |
| Private Trust Co NA | 24 | $13.0K | 0.00% | −4−14.3% | Reduced |
| JPL Wealth Management, LLC | 24 | $13.0K | 0.00% | +24 | New |
| Anchor Investment Management, LLC | 25 | $13.6K | 0.00% | +25 | New |
| Dogwood Wealth Management LLC | 28 | $15.2K | 0.01% | +11+64.7% | Added |
| Park Square Financial Group, LLC | 29 | $15.7K | 0.07% | −11−27.5% | Reduced |
| Stone House Investment Management, LLC | 30 | $16.3K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 31 | $16.8K | 0.01% | +5+19.2% | Added |
| Farmers & Merchants Investments Inc | 33 | $17.9K | 0.00% | +2+6.5% | Added |
| MV Capital Management, Inc. | 34 | $18.5K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 36 | $19.5K | 0.00% | −28,717−99.9% | Reduced |
| Financial Network Wealth Advisors LLC | 37 | $20.1K | 0.02% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 45 | $24.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $24.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 47 | $25.0K | 0.01% | −26−35.6% | Reduced |
| Atlantic Union Bankshares Corp | 48 | $26.1K | 0.00% | +48 | New |
| Graney & King, LLC | 50 | $27.1K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 52 | $28.2K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 58 | $31.0K | 0.00% | +58 | New |
| Larson Financial Group LLC | 60 | $32.6K | 0.00% | +21+53.8% | Added |
| Contravisory Investment Management, Inc. | 61 | $33.1K | 0.01% | −7−10.3% | Reduced |
| UMA Financial Services, Inc. | 62 | $33.7K | 0.00% | +2+3.3% | Added |
| First Horizon Corp | 63 | $34.2K | 0.00% | +63 | New |
| Brown Brothers Harriman & Co | 67 | $36.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 73 | $39.8K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 80 | $43.4K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 80 | $43.4K | 0.00% | +80 | New |
| Kennebec Savings Bank | 86 | $46.7K | 0.04% | −26−23.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 86 | $46.7K | 0.00% | 00.0% | Unchanged |
| YANKCOM Partnership | 86 | $46.7K | 0.02% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 93 | $50.5K | 0.03% | −1,008−91.6% | Reduced |
| Root Financial Partners, LLC | 93 | $50.5K | 0.00% | +93 | New |
| SJS Investment Consulting Inc. | 97 | $52.7K | 0.01% | +92+1,840.0% | Added |
| Cornerstone Planning Group LLC | 89 | $53.2K | 0.01% | +88+8,800.0% | Added |
| 1 North Wealth Services LLC | 100 | $54.3K | 0.02% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $54.3K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 110 | $59.7K | 0.01% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 126 | $68.4K | 0.00% | +126 | New |
| Cedar Mountain Advisors, LLC | 128 | $69.5K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 134 | $72.8K | 0.00% | +13+10.7% | Added |
| Hazlett, Burt & Watson, Inc. | 135 | $74.0K | 0.03% | +115+575.0% | Added |
| Nomura Asset Management Co Ltd | 140 | $76.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 145 | $78.7K | 0.00% | 00.0% | Unchanged |