| Curi Capital | 3 | $0 | 0.00% | +3 | New |
| Harvest Fund Management Co., Ltd | 10 | $1.00K | 0.00% | −374−97.4% | Reduced |
| Eagle Bay Advisors LLC | 9 | $1.00K | 0.00% | −9−50.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $1.21K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 16 | $2.00K | 0.00% | −491−96.8% | Reduced |
| Dark Forest Capital Management LP | 19 | $2.00K | 0.00% | −100−84.0% | Reduced |
| Larson Financial Group LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 20 | $2.00K | 0.00% | +20 | New |
| Core Alternative Capital | 13 | $2.00K | 0.00% | +13 | New |
| Schubert & Co | 18 | $2.00K | 0.00% | +18 | New |
| Amplius Wealth Advisors, LLC | 19 | $2.00K | 0.00% | +19 | New |
| TCI Wealth Advisors, Inc. | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 22 | $3.00K | 0.00% | +2+10.0% | Added |
| Versant Capital Management, Inc | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| Marshall Wace, LLP | 21 | $3.00K | 0.00% | +21 | New |
| Glen Eagle Advisors, LLC | 27 | $3.27K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 37 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 37 | $4.00K | 0.00% | +17+85.0% | Added |
| SRS Capital Advisors, Inc. | 30 | $4.00K | 0.00% | +21+233.3% | Added |
| JFS Wealth Advisors, LLC | 30 | $4.00K | 0.00% | +30 | New |
| Ahrens Investment Partners LLC | 35 | $4.00K | 0.00% | +35 | New |
| Sutton Wealth Advisors Inc. | 35 | $4.23K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 38 | $5.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 39 | $5.00K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 42 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 49 | $5.00K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 41 | $5.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 41 | $5.00K | 0.00% | +28+215.4% | Added |
| Raffa Wealth Management, LLC | 44 | $5.32K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 47 | $6.00K | 0.00% | −28−37.3% | Reduced |
| Westside Investment Management, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 50 | $6.00K | 0.00% | +50 | New |
| Sargent Bickham Lagudis LLC | 49 | $6.00K | 0.00% | +49 | New |
| City State Bank | 49 | $6.00K | 0.00% | +49 | New |
| TD Ameritrade Investment Management, LLC | 60 | $7.00K | 0.00% | +60 | New |
| Raleigh Capital Management Inc. | 54 | $7.00K | 0.01% | +54 | New |
| Brown, Lisle/Cummings, Inc. | 60 | $7.25K | 0.00% | +60 | New |
| Charter Oak Capital Management, LLC | 70 | $8.00K | 0.00% | −63−47.4% | Reduced |
| Oakworth Capital, Inc. | 66 | $8.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 67 | $8.00K | 0.00% | +67 | New |
| Plante Moran Financial Advisors, LLC | 75 | $9.00K | 0.00% | +65+650.0% | Added |
| First Command Bank | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 85 | $10.0K | 0.00% | +1+1.2% | Added |
| Glassman Wealth Services | 84 | $10.0K | 0.00% | +32+61.5% | Added |
| Center for Financial Planning, Inc. | 83 | $10.0K | 0.00% | +83 | New |
| NEXT Financial Group, Inc | 88 | $11.0K | 0.00% | −36−29.0% | Reduced |
| Gables Capital Management Inc. | 89 | $11.0K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 97 | $12.0K | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 103 | $12.0K | 0.00% | +26+33.8% | Added |
| Jones Financial Companies LLLP | 97 | $12.0K | 0.00% | +56+136.6% | Added |
| Tarbox Family Office, Inc. | 107 | $13.0K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 106 | $13.0K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 115 | $13.9K | 0.01% | +115 | New |
| Rosenberg Matthew Hamilton | 118 | $14.0K | 0.00% | 00.0% | Unchanged |
| American National Bank | 113 | $14.0K | 0.00% | +113 | New |
| CVA Family Office, LLC | 115 | $14.0K | 0.00% | +115 | New |
| TSFG, LLC | 122 | $15.0K | 0.01% | +1+0.8% | Added |
| West Oak Capital, LLC | 135 | $16.0K | 0.01% | −125−48.1% | Reduced |
| Semmax Financial Advisors Inc. | 136 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 130 | $16.0K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 132 | $16.0K | 0.01% | +132 | New |
| GPS Wealth Strategies Group, LLC | 140 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 144 | $17.0K | 0.02% | +144 | New |
| Bellevue Asset Management, LLC | 150 | $18.0K | 0.01% | −50−25.0% | Reduced |
| Optimum Investment Advisors | 150 | $18.0K | 0.01% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 160 | $19.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 163 | $19.7K | 0.00% | +18+12.4% | Added |
| Harbour Investments, Inc. | 168 | $20.0K | 0.00% | −2,591−93.9% | Reduced |
| Brown Brothers Harriman & Co | 166 | $20.0K | 0.00% | −165−49.8% | Reduced |
| Signet Financial Management, LLC | 176 | $21.0K | 0.00% | +176 | New |
| Patriot Financial Group Insurance Agency, LLC | 181 | $22.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 184 | $23.0K | 0.01% | +184 | New |
| Brewin Dolphin Ltd | 202 | $24.0K | 0.00% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 197 | $24.0K | 0.00% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 200 | $24.0K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 200 | $24.0K | 0.02% | +200 | New |
| Cassady Schiller Wealth Management, LLC | 200 | $24.0K | 0.01% | +200 | New |
| Cambridge Trust Co | 202 | $25.0K | 0.00% | +202 | New |
| Confluence Wealth Services, Inc. | 212 | $25.0K | 0.01% | +212 | New |
| Front Row Advisors LLC | 211 | $26.0K | 0.01% | −6−2.8% | Reduced |
| Hanson & Doremus Investment Management | 222 | $27.0K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 223 | $27.0K | 0.00% | +6+2.8% | Added |
| Hexagon Capital Partners LLC | 223 | $27.0K | 0.01% | +59+36.0% | Added |
| MUFG Americas Holdings Corp | 235 | $28.0K | 0.00% | −17−6.7% | Reduced |
| Spire Wealth Management | 234 | $28.0K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 230 | $28.1K | 0.00% | +230 | New |
| FourThought Financial, LLC | 241 | $29.0K | 0.00% | −56−18.9% | Reduced |