| Penserra Capital Management LLC | 30 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| Elequin Capital LP | 1 | $25 | 0.00% | −7−87.5% | Reduced |
| Raffa Wealth Management, LLC | 1 | $25 | 0.00% | −1−50.0% | Reduced |
| Asset Planning,Inc | 1 | $25 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $26 | 0.00% | −1−50.0% | Reduced |
| Acumen Wealth Advisors, LLC | 1 | $26 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $26 | 0.00% | +1 | New |
| Albion Financial Group | 2 | $51 | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 2 | $51 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 3 | $76 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 4 | $101 | 0.00% | −31−88.6% | Reduced |
| HFM Investment Advisors, LLC | 4 | $102 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $126 | 0.00% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 7 | $177 | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 7 | $177 | 0.00% | +7 | New |
| Torren Management, LLC | 8 | $202 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 8 | $202 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $203 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 8 | $204 | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 9 | $227 | 0.00% | 00.0% | Unchanged |
| Sarver Vrooman Wealth Advisors | 10 | $254 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 11 | $278 | 0.00% | 00.0% | Unchanged |
| Sankala Group LLC | 12 | $294 | 0.00% | +12 | New |
| 1620 Investment Advisors, Inc. | 12 | $303 | 0.00% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 12 | $304 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 13 | $328 | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 14 | $354 | 0.00% | +14 | New |
| Bullock Wealth Management Group | 14 | $361 | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 18 | $455 | 0.00% | −556,389−100.0% | Reduced |
| Sittner & Nelson, LLC | 19 | $480 | 0.00% | +19 | New |
| Gill Capital Partners, LLC | 20 | $505 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 20 | $505 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 20 | $506 | 0.00% | −3−13.0% | Reduced |
| Marquette Asset Management, LLC | 20 | $506 | 0.00% | +1+5.3% | Added |
| Rialto Wealth Management, LLC | 23 | $581 | 0.00% | +23 | New |
| Indiana Trust & Investment Management CO | 25 | $632 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 30 | $758 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 31 | $783 | 0.00% | +31 | New |
| Beacon Investment Advisory Services, Inc. | 33 | $834 | 0.00% | 00.0% | Unchanged |
| Wilkerson Advisory Group LLC | 33 | $834 | 0.00% | +30+1,000.0% | Added |
| REAP Financial Group, LLC | 34 | $859 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 35 | $884 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 39 | $890 | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 36 | $909 | 0.03% | −8−18.2% | Reduced |
| UMA Financial Services, Inc. | 39 | $986 | 0.00% | +39 | New |
| Capital Advisors, Ltd. LLC | 31 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 40 | $1.01K | 0.00% | +18+81.8% | Added |
| Vanguard Advisers Inc | 40 | $1.01K | 0.00% | +40 | New |
| JFS Wealth Advisors, LLC | 49 | $1.24K | 0.00% | −3−5.8% | Reduced |
| Hurley Capital, LLC | 50 | $1.26K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 50 | $1.26K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 50 | $1.26K | 0.00% | 00.0% | Unchanged |
| Phillip James Consulting Co. | 50 | $1.26K | 0.00% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 50 | $1.26K | 0.00% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 51 | $1.29K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 54 | $1.36K | 0.00% | −23−29.9% | Reduced |
| DecisionPoint Financial, LLC | 57 | $1.47K | 0.00% | −398−87.5% | Reduced |
| Harbor Investment Advisory, LLC | 60 | $1.52K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 60 | $1.52K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 64 | $1.62K | 0.00% | +36+128.6% | Added |
| RMG Wealth Management LLC | 66 | $1.68K | 0.00% | +21+46.7% | Added |
| St. Johns Investment Management Company, LLC | 70 | $1.77K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 70 | $1.77K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 70 | $1.77K | 0.00% | −22−23.9% | Reduced |
| Signature Equity Partners, LLC | 74 | $1.87K | 0.00% | +12+19.4% | Added |
| Manchester Capital Management LLC | 74 | $1.87K | 0.00% | −81−52.3% | Reduced |
| LifeSteps Financial, Inc. | 77 | $1.95K | 0.00% | +77 | New |
| Aspect Partners, LLC | 85 | $2.15K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 85 | $2.15K | 0.00% | +85 | New |
| Action Point Financial Planning, LLC | 90 | $2.22K | 0.00% | +90 | New |
| Minot DeBlois Advisors LLC | 90 | $2.27K | 0.00% | +90 | New |
| First Command Advisory Services, Inc. | 98 | $2.48K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 100 | $2.53K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $2.53K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 100 | $2.53K | 0.00% | 00.0% | Unchanged |
| Guardian Partners Inc. | 100 | $2.53K | 0.00% | +100 | New |
| Bank & Trust Co | 111 | $2.80K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 121 | $3.06K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 124 | $3.13K | 0.00% | +66+113.8% | Added |
| Whittier Trust Co | 125 | $3.28K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 136 | $3.44K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 137 | $3.46K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 139 | $3.51K | 0.00% | +119+595.0% | Added |
| Meeder Asset Management Inc | 141 | $3.56K | 0.00% | −165−53.9% | Reduced |
| Truvestments Capital LLC | 143 | $3.61K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 153 | $3.87K | 0.00% | +153 | New |
| Sachetta, LLC | 160 | $4.04K | 0.00% | +80+100.0% | Added |
| Cromwell Holdings LLC | 161 | $4.07K | 0.00% | +64+66.0% | Added |
| Ancora Advisors, LLC | 165 | $4.17K | 0.00% | 00.0% | Unchanged |
| McDonald Partners LLC | 165 | $4.17K | 0.00% | +165 | New |
| Private Trust Co NA | 169 | $4.27K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 170 | $4.29K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 181 | $4.57K | 0.00% | +31+20.7% | Added |
| Proathlete Wealth Management LLC | 186 | $4.70K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 200 | $5.05K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 200 | $5.05K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 200 | $5.05K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 200 | $5.05K | 0.00% | 00.0% | Unchanged |