| Harel Insurance Investments & Financial Services Ltd. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | New |
| Koesten, Hirschmann & Crabtree, INC. | 1 | $183 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $249 | 0.00% | 00.0% | Unchanged |
| Motco | 3 | $372 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $373 | 0.00% | +3 | New |
| SOA Wealth Advisors, LLC. | 4 | $496 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 4 | $496 | 0.00% | +4 | New |
| Tennessee Valley Asset Management Partners | 4 | $496 | 0.00% | +4 | New |
| DHJJ Financial Advisors, Ltd. | 4 | $497 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 4 | $497 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 5 | $621 | 0.00% | +2+66.7% | Added |
| Spectrum Wealth Counsel, LLC | 5 | $621 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $744 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 6 | $745 | 0.00% | +1+20.0% | Added |
| Bruce G. Allen Investments, LLC | 6 | $745 | 0.00% | +6 | New |
| Kelly Financial Services LLC | 10 | $1.24K | 0.00% | −1−9.1% | Reduced |
| Arlington Trust Co LLC | 10 | $1.24K | 0.00% | +10 | New |
| Sofos Investments, Inc. | 10 | $1.25K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 12 | $1.36K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.36K | 0.00% | +11 | New |
| Jackson, Grant Investment Advisers, Inc. | 12 | $1.49K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 12 | $1.49K | 0.00% | +12 | New |
| Abich Financial Wealth Management LLC | 12 | $1.49K | 0.00% | +12 | New |
| MCF Advisors LLC | 12 | $1.49K | 0.00% | −4−25.0% | Reduced |
| Nemes Rush Group LLC | 12 | $1.49K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 16 | $1.49K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 14 | $1.74K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 15 | $1.86K | 0.00% | +1+7.1% | Added |
| ORG Partners LLC | 16 | $1.99K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 16 | $1.99K | 0.00% | +16 | New |
| Roble, Belko & Company, Inc | 19 | $2.00K | 0.00% | +9+90.0% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 15 | $2.00K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 18 | $2.00K | 0.00% | +18 | New |
| Trifecta Capital Advisors, LLC | 18 | $2.23K | 0.00% | +8+80.0% | Added |
| Peoples Bank | 20 | $2.48K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 20 | $2.48K | 0.00% | −9−31.0% | Reduced |
| ClariVest Asset Management LLC | 21 | $2.61K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 21 | $2.61K | 0.00% | +21 | New |
| Valued Wealth Advisors LLC | 28 | $2.61K | 0.00% | +28 | New |
| Rosenberg Matthew Hamilton | 22 | $2.73K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 24 | $2.98K | 0.00% | +24 | New |
| Rakuten Securities, Inc. | 24 | $2.98K | 0.00% | +24 | New |
| Wetzel Investment Advisors, Inc. | 26 | $3.00K | 0.00% | +26 | New |
| Dunhill Financial, LLC | 25 | $3.11K | 0.00% | +25 | New |
| Plante Moran Financial Advisors, LLC | 27 | $3.35K | 0.00% | +27 | New |
| Whittier Trust Co | 32 | $3.97K | 0.00% | −253−88.8% | Reduced |
| MB, Levis & Associates, LLC | 32 | $3.97K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 31 | $4.00K | 0.00% | −13−29.5% | Reduced |
| State of Wyoming | 33 | $4.09K | 0.00% | +3+10.0% | Added |
| Retirement Group, LLC | 33 | $4.09K | 0.00% | +33 | New |
| Lee Financial Co | 36 | $4.47K | 0.00% | −22−37.9% | Reduced |
| Truvestments Capital LLC | 40 | $4.96K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 40 | $4.96K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 40 | $4.96K | 0.00% | +16+66.7% | Added |
| Prestige Wealth Management Group LLC | 43 | $5.34K | 0.00% | +43 | New |
| Moisand Fitzgerald Tamayo, LLC | 44 | $5.46K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 44 | $5.46K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 44 | $5.46K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 46 | $5.71K | 0.00% | +16+53.3% | Added |
| Byrne Asset Management LLC | 48 | $5.94K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 51 | $6.00K | 0.00% | +47+1,175.0% | Added |
| Trust Co of Vermont | 51 | $6.33K | 0.00% | +1+2.0% | Added |
| Raleigh Capital Management Inc. | 54 | $6.71K | 0.00% | +50+1,250.0% | Added |
| Indiana Trust & Investment Management CO | 60 | $7.45K | 0.00% | +60 | New |
| Manchester Capital Management LLC | 62 | $7.69K | 0.00% | +54+675.0% | Added |
| DT Investment Partners, LLC | 64 | $7.73K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 68 | $8.00K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 67 | $8.30K | 0.00% | +25+59.5% | Added |
| Sachetta, LLC | 67 | $8.31K | 0.00% | +67 | New |
| Tradition Wealth Management, LLC | 74 | $9.00K | 0.00% | −80−51.9% | Reduced |
| Clear Investment Research, LLC | 74 | $9.18K | 0.01% | +74 | New |
| JFS Wealth Advisors, LLC | 75 | $9.31K | 0.00% | +12+19.0% | Added |
| West Paces Advisors Inc. | 76 | $9.43K | 0.00% | +4+5.6% | Added |
| Tradewinds Capital Management, LLC | 77 | $9.55K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 80 | $9.93K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 80 | $9.93K | 0.00% | +80 | New |
| Aspire Private Capital, LLC | 84 | $10.4K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 84 | $10.4K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 86 | $10.7K | 0.01% | +42+95.5% | Added |
| Voisard Asset Management Group, Inc. | 88 | $10.9K | 0.01% | +88 | New |
| VitalStone Financial, LLC | 87 | $11.0K | 0.01% | −25−22.3% | Reduced |
| JJJ Advisors Inc. | 90 | $11.2K | 0.00% | +77+592.3% | Added |
| Cornerstone Planning Group LLC | 99 | $12.3K | 0.00% | −28−22.0% | Reduced |
| Investment Research & Advisory Group, Inc. | 100 | $12.4K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 100 | $12.4K | 0.01% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 101 | $12.5K | 0.00% | −4−3.8% | Reduced |
| Grove Bank & Trust | 105 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 108 | $13.4K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 108 | $13.4K | 0.00% | −29−21.2% | Reduced |
| Private Wealth Management Group, LLC | 116 | $14.4K | 0.01% | +116 | New |
| Fortitude Family Office, LLC | 118 | $14.6K | 0.01% | +118 | New |
| Bell Investment Advisors, Inc | 120 | $14.9K | 0.00% | +3+2.6% | Added |
| Hazlett, Burt & Watson, Inc. | 127 | $15.0K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 121 | $15.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 127 | $15.8K | 0.00% | +119+1,487.5% | Added |
| Cambridge Trust Co | 136 | $16.9K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 137 | $17.0K | 0.00% | +41+42.7% | Added |
| AdvisorNet Financial, Inc | 137 | $17.0K | 0.00% | +60+77.9% | Added |