| Evolution Advisers, Inc. | 2 | $0 | 0.00% | +2 | New |
| Kingdom Financial Group LLC. | 0 | $19 | 0.00% | 0 | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 2 | $139 | 0.00% | +2 | New |
| Maryland Capital Advisors Inc. | 2 | $140 | 0.00% | +2 | New |
| 3 Factor Indexing, LLC | 3 | $209 | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 3 | $209 | 0.00% | +1+50.0% | Added |
| Dunhill Financial, LLC | 3 | $252 | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $279 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 6 | $417 | 0.00% | +3+100.0% | Added |
| DecisionPoint Financial, LLC | 6 | $436 | 0.00% | +6 | New |
| Investors Portfolio Services LLC | 7 | $488 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 7 | $488 | 0.01% | +1+16.7% | Added |
| Beaird Harris Wealth Management, LLC | 8 | $555 | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 8 | $557 | 0.00% | +3+60.0% | Added |
| Quaker Wealth Management, LLC | 8 | $558 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 8 | $558 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8 | $565 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 10 | $697 | 0.00% | +10 | New |
| Bare Financial Services, Inc | 11 | $766 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 12 | $836 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 12 | $836 | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $905 | 0.00% | −17−56.7% | Reduced |
| FWL Investment Management, LLC | 13 | $905 | 0.00% | +13 | New |
| American Capital Advisory, LLC | 13 | $906 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 13 | $906 | 0.00% | +13 | New |
| Highline Wealth Partners LLC | 14 | $975 | 0.00% | +11+366.7% | Added |
| Continuum Advisory, LLC | 14 | $975 | 0.00% | +14 | New |
| Allied Private Wealth LLC | 14 | $1.11K | 0.00% | +14 | New |
| Fulcrum Asset Management LLP | 16 | $1.13K | 0.00% | −95,254−100.0% | Reduced |
| Sunrise Financial Services, LLC | 17 | $1.18K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 17 | $1.18K | 0.00% | +17 | New |
| SHP Wealth Management | 18 | $1.25K | 0.00% | +17+1,700.0% | Added |
| Torren Management, LLC | 18 | $1.28K | 0.00% | 00.0% | Unchanged |
| Trust Co | 20 | $1.39K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 20 | $1.39K | 0.00% | +20 | New |
| First Horizon Corp | 21 | $1.46K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 21 | $1.46K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 25 | $1.74K | 0.00% | 00.0% | Unchanged |
| Advocate Investing Services LLC | 26 | $1.81K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 27 | $1.88K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 28 | $1.95K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 28 | $1.95K | 0.00% | +15+115.4% | Added |
| Whipplewood Advisors, LLC | 33 | $2.30K | 0.00% | −52−61.2% | Reduced |
| Principia Wealth Advisory, LLC | 33 | $2.30K | 0.00% | +1+3.1% | Added |
| Retirement Wealth Solutions LLC | 33 | $2.30K | 0.00% | +7+26.9% | Added |
| DiNuzzo Private Wealth, Inc. | 35 | $2.44K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 38 | $2.65K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 40 | $2.83K | 0.00% | +40 | New |
| Raffa Wealth Management, LLC | 41 | $2.86K | 0.00% | −30−42.3% | Reduced |
| William B. Walkup & Associates, Inc. | 42 | $2.92K | 0.00% | +42 | New |
| Bay Harbor Wealth Management, LLC | 43 | $3.00K | 0.00% | +11+34.4% | Added |
| JDM Financial Group LLC | 47 | $3.27K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 52 | $3.62K | 0.00% | +52 | New |
| Valued Wealth Advisors LLC | 53 | $3.71K | 0.00% | −1−1.9% | Reduced |
| Rakuten Securities, Inc. | 54 | $3.76K | 0.00% | +52+2,600.0% | Added |
| UMA Financial Services, Inc. | 54 | $3.76K | 0.00% | +26+92.9% | Added |
| Markowski Investments | 56 | $3.90K | 0.00% | +56 | New |
| Bruce G. Allen Investments, LLC | 57 | $3.97K | 0.00% | +1+1.8% | Added |
| Avion Wealth | 71 | $4.00K | 0.00% | +14+24.6% | Added |
| ZRC Wealth Management, LLC | 58 | $4.04K | 0.00% | +58 | New |
| SBI Securities Co., Ltd. | 60 | $4.18K | 0.00% | +19+46.3% | Added |
| Rialto Wealth Management, LLC | 61 | $4.25K | 0.00% | +5+8.9% | Added |
| Pinnacle Bancorp, Inc. | 64 | $4.46K | 0.00% | −14−17.9% | Reduced |
| Salomon & Ludwin, LLC | 62 | $4.50K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 71 | $4.95K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 71 | $4.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 75 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 76 | $5.29K | 0.00% | +15+24.6% | Added |
| MV Capital Management, Inc. | 77 | $5.36K | 0.00% | +2+2.7% | Added |
| Silver Grove Financial Group, Inc. | 88 | $6.13K | 0.00% | +88 | New |
| Bell Investment Advisors, Inc | 94 | $6.55K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 96 | $6.69K | 0.00% | 00.0% | Unchanged |
| American National Bank | 100 | $6.96K | 0.00% | +70+233.3% | Added |
| Navigoe, LLC | 112 | $7.00K | 0.00% | +12+12.0% | Added |
| GW&K Investment Management, LLC | 95 | $7.00K | 0.00% | +95 | New |
| Keating Financial Advisory Services, Inc. | 105 | $7.31K | 0.00% | +15+16.7% | Added |
| Spire Wealth Management | 108 | $7.52K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 113 | $7.87K | 0.00% | −94−45.4% | Reduced |
| Ancora Advisors, LLC | 119 | $8.29K | 0.00% | −231−66.0% | Reduced |
| Zions Bancorporation, National Association | 123 | $8.57K | 0.00% | +23+23.0% | Added |
| TD Waterhouse Canada Inc. | 122 | $8.85K | 0.00% | −24−16.4% | Reduced |
| Huntington National Bank | 132 | $9.20K | 0.00% | +24+22.2% | Added |
| Larson Financial Group LLC | 133 | $9.26K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 135 | $9.40K | 0.01% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 139 | $9.40K | 0.00% | +139 | New |
| Farmers & Merchants Investments Inc | 137 | $9.54K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 140 | $9.75K | 0.00% | +29+26.1% | Added |
| Private Trust Co NA | 152 | $10.6K | 0.00% | +23+17.8% | Added |
| Persistent Asset Partners Ltd | 154 | $10.7K | 0.00% | +154 | New |
| Cullen/Frost Bankers, Inc. | 162 | $11.3K | 0.00% | +40+32.8% | Added |
| Grove Bank & Trust | 164 | $11.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 166 | $11.6K | 0.00% | +1+0.6% | Added |
| Hughes Financial Services, LLC | 169 | $11.8K | 0.00% | +2+1.2% | Added |
| Cornerstone Planning Group LLC | 132 | $12.0K | 0.00% | 00.0% | Unchanged |
| IFG Advisory, LLC | 194 | $13.5K | 0.00% | +194 | New |
| City State Bank | 200 | $13.9K | 0.00% | 00.0% | Unchanged |
| Hickory Point Bank & Trust | 200 | $13.9K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 206 | $14.3K | 0.00% | +120+139.5% | Added |
| High Note Wealth, LLC | 210 | $14.6K | 0.00% | +30+16.7% | Added |
| CoreCap Advisors, LLC | 216 | $15.0K | 0.00% | −37−14.6% | Reduced |