| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 1 | $164 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 1 | $165 | 0.00% | +1 | New |
| Pittenger & Anderson Inc | 2 | $329 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 2 | $329 | 0.00% | +2 | New |
| ClariVest Asset Management LLC | 3 | $456 | 0.00% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 3 | $492 | 0.00% | +3 | New |
| Laurel Wealth Advisors LLC | 3 | $493 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 4 | $657 | 0.00% | −17−81.0% | Reduced |
| Larson Financial Group LLC | 5 | $821 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 5 | $901 | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 6 | $908 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $985 | 0.00% | +6 | New |
| Penserra Capital Management LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 7 | $1.15K | 0.00% | −27−79.4% | Reduced |
| True Wealth Design, LLC | 7 | $1.15K | 0.00% | +1+16.7% | Added |
| Reuter James Wealth Management, LLC | 7 | $1.15K | 0.00% | +7 | New |
| Studio Investment Management LLC | 8 | $1.31K | 0.00% | +8 | New |
| Continuum Advisory, LLC | 8 | $1.35K | 0.00% | +2+33.3% | Added |
| Talon Private Wealth, LLC | 9 | $1.48K | 0.00% | +9 | New |
| Carolinas Wealth Consulting LLC | 12 | $1.97K | 0.00% | +6+100.0% | Added |
| Harvest Fund Management Co., Ltd | 14 | $2.00K | 0.00% | +14 | New |
| Sunbelt Securities, Inc. | 13 | $2.13K | 0.00% | +13 | New |
| Naples Money Management LLC | 13 | $2.13K | 0.00% | +13 | New |
| Sachetta, LLC | 14 | $2.30K | 0.00% | −17−54.8% | Reduced |
| Raleigh Capital Management Inc. | 14 | $2.30K | 0.00% | +10+250.0% | Added |
| TD Capital Management LLC | 15 | $2.46K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 15 | $2.46K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 15 | $2.46K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 15 | $2.46K | 0.00% | +9+150.0% | Added |
| Eagle Bay Advisors LLC | 16 | $2.63K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 18 | $3.00K | 0.00% | +10+125.0% | Added |
| DiNuzzo Private Wealth, Inc. | 19 | $3.12K | 0.00% | +4+26.7% | Added |
| Hollencrest Capital Management | 20 | $3.28K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 22 | $3.61K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 22 | $3.61K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 22 | $3.61K | 0.00% | +22 | New |
| Capital Performance Advisors LLP | 23 | $3.77K | 0.00% | +23 | New |
| Jackson, Grant Investment Advisers, Inc. | 24 | $3.94K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $3.94K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 26 | $4.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $4.10K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 26 | $4.21K | 0.00% | +14+116.7% | Added |
| Clean Yield Group | 27 | $4.43K | 0.00% | +27 | New |
| Key Financial Inc | 28 | $4.60K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 32 | $5.25K | 0.00% | +32 | New |
| CVA Family Office, LLC | 33 | $5.42K | 0.00% | +20+153.8% | Added |
| Provenance Wealth Advisors, LLC | 33 | $5.42K | 0.00% | +33 | New |
| Strengthening Families & Communities, LLC | 34 | $5.61K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 35 | $5.69K | 0.00% | +35 | New |
| PSI Advisors, LLC | 35 | $5.75K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 35 | $5.75K | 0.00% | +15+75.0% | Added |
| City State Bank | 42 | $6.89K | 0.00% | −40−48.8% | Reduced |
| Mascoma Wealth Management LLC | 43 | $7.06K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 47 | $7.71K | 0.00% | −1,842−97.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 45 | $8.00K | 0.00% | −27,912−99.8% | Reduced |
| Anchor Investment Management, LLC | 50 | $8.21K | 0.00% | +8+19.0% | Added |
| Prestige Wealth Management Group LLC | 52 | $8.54K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 53 | $8.70K | 0.01% | −26−32.9% | Reduced |
| Grove Bank & Trust | 55 | $9.03K | 0.00% | −1,290−95.9% | Reduced |
| Cornerstone Planning Group LLC | 59 | $9.55K | 0.00% | −21−26.3% | Reduced |
| Signature Resources Capital Management, LLC | 62 | $10.2K | 0.01% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 62 | $10.2K | 0.00% | +62 | New |
| NBT Bank N A | 68 | $11.2K | 0.00% | +68 | New |
| ORG Partners LLC | 68 | $11.3K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 70 | $11.5K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 70 | $11.5K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 72 | $12.0K | 0.00% | −46−39.0% | Reduced |
| GoalVest Advisory LLC | 74 | $12.1K | 0.00% | +74 | New |
| JFS Wealth Advisors, LLC | 75 | $12.3K | 0.00% | +2+2.7% | Added |
| Covestor Ltd | 78 | $13.0K | 0.01% | −4−4.9% | Reduced |
| Sound Income Strategies, LLC | 82 | $13.4K | 0.00% | +40+95.2% | Added |
| Hemington Wealth Management | 93 | $14.0K | 0.00% | +93 | New |
| Manchester Capital Management LLC | 86 | $14.1K | 0.00% | −33−27.7% | Reduced |
| Salomon & Ludwin, LLC | 87 | $14.3K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 88 | $14.4K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $14.5K | 0.00% | −22−18.0% | Reduced |
| Clearstead Advisors, LLC | 92 | $15.1K | 0.00% | +25+37.3% | Added |
| Operose Advisors LLC | 95 | $15.6K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 96 | $15.7K | 0.00% | −15−13.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 96 | $15.8K | 0.00% | +30+45.5% | Added |
| Tradewinds Capital Management, LLC | 100 | $16.4K | 0.00% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 100 | $16.4K | 0.00% | +100 | New |
| LRI Investments, LLC | 100 | $16.9K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 104 | $17.1K | 0.00% | +1+1.0% | Added |
| Zions Bancorporation, N.A. | 107 | $17.6K | 0.00% | −12−10.1% | Reduced |
| SOA Wealth Advisors, LLC. | 107 | $17.6K | 0.00% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 107 | $17.6K | 0.01% | +107 | New |
| Meeder Asset Management Inc | 115 | $18.9K | 0.00% | −61−34.7% | Reduced |
| MCF Advisors LLC | 116 | $19.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 119 | $19.5K | 0.00% | +119 | New |
| Salem Investment Counselors Inc | 121 | $19.9K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 121 | $19.9K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 125 | $20.5K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 135 | $22.0K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 136 | $22.3K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 137 | $22.8K | 0.00% | 00.0% | Unchanged |