| Close Asset Management Ltd | 65 | $0 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 0 | $19 | 0.00% | 0 | New |
| Glen Eagle Advisors, LLC | 0 | $31 | 0.00% | −21−100.0% | Reduced |
| Sound Income Strategies, LLC | 4 | $403 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $505 | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 6 | $605 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 6 | $605 | 0.00% | +5+500.0% | Added |
| Abound Wealth Management | 6 | $606 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 7 | $706 | 0.00% | +7 | New |
| Smallwood Wealth Investment Management, LLC | 8 | $806 | 0.00% | +8 | New |
| North Capital, Inc. | 8 | $807 | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 8 | $807 | 0.00% | +8 | New |
| FSA Wealth Management LLC | 9 | $908 | 0.00% | −85−90.4% | Reduced |
| Principia Wealth Advisory, LLC | 10 | $1.01K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 11 | $1.11K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 11 | $1.11K | 0.00% | +11 | New |
| Crewe Advisors LLC | 14 | $1.41K | 0.00% | +14 | New |
| Midwest Capital Advisors, LLC | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Pinney & Scofield, Inc. | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 16 | $1.61K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 18 | $1.76K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 18 | $1.81K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 18 | $1.81K | 0.00% | +18 | New |
| Eukles Asset Management | 20 | $2.02K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 20 | $2.02K | 0.00% | +10+100.0% | Added |
| Caldwell Sutter Capital, Inc. | 21 | $2.12K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 22 | $2.22K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 23 | $2.32K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 23 | $2.32K | 0.00% | +23 | New |
| Sachetta, LLC | 25 | $2.52K | 0.00% | −51−67.1% | Reduced |
| Highline Wealth Partners LLC | 25 | $2.52K | 0.00% | −14−35.9% | Reduced |
| MCF Advisors LLC | 25 | $2.52K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 25 | $2.52K | 0.00% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 25 | $2.52K | 0.00% | 00.0% | Unchanged |
| Team Financial Group, LLC | 25 | $2.52K | 0.00% | +25 | New |
| Hughes Financial Services, LLC | 24 | $2.57K | 0.00% | 00.0% | Unchanged |
| Ninety One UK Ltd | 27 | $2.72K | 0.00% | −50−64.9% | Reduced |
| TSFG, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 30 | $3.02K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 30 | $3.02K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 31 | $3.13K | 0.00% | +31 | New |
| Quaker Wealth Management, LLC | 31 | $3.13K | 0.00% | +31 | New |
| Centricity Wealth Management, LLC | 34 | $3.43K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 34 | $3.44K | 0.00% | +1+3.0% | Added |
| Godsey & Gibb Associates | 39 | $3.93K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 40 | $4.02K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 40 | $4.03K | 0.00% | +30+300.0% | Added |
| Plante Moran Financial Advisors, LLC | 41 | $4.13K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 41 | $4.13K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 41 | $4.17K | 0.00% | +2+5.1% | Added |
| Bogart Wealth, LLC | 41 | $4.18K | 0.00% | −71−63.4% | Reduced |
| SWAN Capital LLC | 43 | $4.34K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 43 | $4.41K | 0.00% | −15−25.9% | Reduced |
| Anfield Capital Management, LLC | 44 | $4.44K | 0.00% | +10+29.4% | Added |
| Prestige Wealth Management Group LLC | 45 | $4.54K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 45 | $4.54K | 0.00% | +40+800.0% | Added |
| Pflug Koory, LLC | 47 | $4.74K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 46 | $4.78K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 48 | $4.84K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 50 | $5.04K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 54 | $5.45K | 0.00% | +29+116.0% | Added |
| Manchester Capital Management LLC | 55 | $5.55K | 0.00% | +19+52.8% | Added |
| Oliver Lagore Vanvalin Investment Group | 53 | $5.55K | 0.00% | +53 | New |
| Johnson Financial Group, Inc. | 57 | $5.75K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 57 | $5.75K | 0.00% | +6+11.8% | Added |
| Minot DeBlois Advisors LLC | 60 | $6.05K | 0.01% | 00.0% | Unchanged |
| Transce3nd, LLC | 61 | $6.15K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 62 | $6.23K | 0.00% | +1+1.6% | Added |
| Westside Investment Management, Inc. | 60 | $6.23K | 0.00% | +60 | New |
| Indiana Trust & Investment Management CO | 62 | $6.25K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 62 | $6.27K | 0.00% | −13−17.3% | Reduced |
| Investors Research Corp | 63 | $6.35K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 65 | $6.55K | 0.00% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 65 | $6.55K | 0.01% | 00.0% | Unchanged |
| Eastern Bank | 66 | $6.66K | 0.00% | −125−65.4% | Reduced |
| Tower Trust & Investment Co | 66 | $6.66K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 69 | $6.96K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 73 | $7.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 78 | $7.00K | 0.00% | +1+1.3% | Added |
| Boreal Capital Management LLC | 71 | $7.16K | 0.01% | +71 | New |
| Archer Investment Corp | 75 | $7.56K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 76 | $7.96K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 82 | $8.00K | 0.00% | −1−1.2% | Reduced |
| AdvisorNet Financial, Inc | 81 | $8.17K | 0.00% | −50−38.2% | Reduced |
| Frazier Financial Advisors, LLC | 84 | $8.47K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 85 | $8.57K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 85 | $8.57K | 0.00% | +57+203.6% | Added |
| Stone House Investment Management, LLC | 86 | $8.67K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 86 | $8.67K | 0.00% | 00.0% | Unchanged |
| Mid-American Wealth Advisory Group, Inc. | 86 | $8.67K | 0.00% | +86 | New |
| Consultiva Wealth Management, Corp. | 90 | $9.08K | 0.03% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 98 | $9.88K | 0.00% | +75+326.1% | Added |
| Raffa Wealth Management, LLC | 99 | $9.98K | 0.00% | −32−24.4% | Reduced |
| Paradigm Asset Management Co LLC | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 100 | $10.1K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 100 | $10.1K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 100 | $10.1K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 102 | $10.3K | 0.00% | +4+4.1% | Added |