| Avion Wealth | 7 | $0 | 0.00% | −14−66.7% | Reduced |
| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Valued Wealth Advisors LLC | 2 | $198 | 0.00% | +2 | New |
| Chris Bulman Inc | 3 | $294 | 0.00% | +3 | New |
| Castleview Partners, LLC | 4 | $392 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 4 | $396 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 7 | $686 | 0.00% | +1+16.7% | Added |
| Bokf, NA | 8 | $784 | 0.00% | −40−83.3% | Reduced |
| Spire Wealth Management | 8 | $784 | 0.00% | +1+14.3% | Added |
| Transcendent Capital Group LLC | 8 | $784 | 0.00% | +8 | New |
| Geneos Wealth Management Inc. | 10 | $980 | 0.00% | −11−52.4% | Reduced |
| True Wealth Design, LLC | 11 | $1.08K | 0.00% | +3+37.5% | Added |
| Bogart Wealth, LLC | 13 | $1.27K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 13 | $1.27K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 13 | $1.27K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 14 | $1.37K | 0.00% | +14 | New |
| Ridgewood Investments LLC | 14 | $1.37K | 0.00% | +14 | New |
| Delos Wealth Advisors, LLC | 15 | $1.47K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 16 | $1.57K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 17 | $1.67K | 0.00% | +17 | New |
| Laurel Wealth Advisors LLC | 17 | $1.67K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 18 | $1.76K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $1.76K | 0.00% | +3+20.0% | Added |
| Pinnacle Financial Partners Inc | 19 | $1.90K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20 | $1.93K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 20 | $1.96K | 0.00% | −28−58.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 21 | $2.09K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 22 | $2.12K | 0.00% | +16+266.7% | Added |
| Abich Financial Wealth Management LLC | 22 | $2.19K | 0.00% | −848−97.5% | Reduced |
| Trifecta Capital Advisors, LLC | 23 | $2.25K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 24 | $2.35K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $2.55K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 28 | $2.74K | 0.00% | 00.0% | Unchanged |
| Centennial Bank | 29 | $2.84K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 29 | $2.84K | 0.00% | +24+480.0% | Added |
| GW&K Investment Management, LLC | 28 | $3.00K | 0.00% | +9+47.4% | Added |
| AdvisorNet Financial, Inc | 34 | $3.33K | 0.00% | −27−44.3% | Reduced |
| South State Corp. | 35 | $3.43K | 0.00% | +35 | New |
| Hobbs Group Advisors, LLC | 35 | $3.43K | 0.00% | +35 | New |
| NewSquare Capital LLC | 36 | $3.53K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 39 | $3.82K | 0.00% | +39 | New |
| JNBA Financial Advisors | 40 | $3.92K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 44 | $4.31K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 47 | $4.61K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 47 | $4.64K | 0.00% | 00.0% | Unchanged |
| City State Bank | 49 | $4.80K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 50 | $4.90K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 52 | $5.09K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $5.14K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 57 | $5.58K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 60 | $5.88K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 61 | $5.98K | 0.00% | +19+45.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 59 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 62 | $6.07K | 0.00% | −36−36.7% | Reduced |
| Creative Financial Designs Inc | 66 | $6.47K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 63 | $6.51K | 0.00% | +16+34.0% | Added |
| Washington Trust Advisors, Inc. | 69 | $6.75K | 0.00% | +10+16.9% | Added |
| Kimelman & Baird, LLC | 72 | $7.05K | 0.00% | +72 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 73 | $7.20K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 76 | $7.45K | 0.00% | −1−1.3% | Reduced |
| Exchange Traded Concepts, LLC | 77 | $7.54K | 0.00% | +15+24.2% | Added |
| First United Bank Trust | 80 | $7.84K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 80 | $7.84K | 0.00% | +3+3.9% | Added |
| Foster Dykema Cabot & Partners, LLC | 81 | $8.00K | 0.00% | −145−64.2% | Reduced |
| Farmers & Merchants Investments Inc | 82 | $8.03K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 84 | $8.23K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 86 | $8.43K | 0.00% | −37−30.1% | Reduced |
| Gables Capital Management Inc. | 89 | $8.72K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 91 | $8.91K | 0.01% | +91 | New |
| Picton Mahoney Asset Management | 94 | $9.00K | 0.00% | +94 | New |
| Meeder Asset Management Inc | 92 | $9.01K | 0.00% | −2,967−97.0% | Reduced |
| Legend Financial Advisors, Inc. | 100 | $9.80K | 0.01% | −20−16.7% | Reduced |
| North Star Investment Management Corp. | 100 | $9.80K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 100 | $9.80K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 100 | $9.80K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 101 | $9.89K | 0.00% | −16−13.7% | Reduced |
| AllSquare Wealth Management LLC | 102 | $9.99K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 103 | $10.1K | 0.00% | +1+1.0% | Added |
| ESL Trust Services, LLC | 104 | $10.2K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 106 | $10.4K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 109 | $10.7K | 0.00% | +57+109.6% | Added |
| FSC Wealth Advisors, LLC | 117 | $11.5K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 119 | $11.7K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 120 | $11.8K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 123 | $12.2K | 0.00% | −3−2.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 127 | $12.4K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 130 | $12.7K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 131 | $12.8K | 0.00% | −67−33.8% | Reduced |
| Beaird Harris Wealth Management, LLC | 132 | $12.9K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 136 | $13.0K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 135 | $13.2K | 0.01% | 00.0% | Unchanged |
| Family Firm, Inc. | 140 | $13.7K | 0.00% | +140 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 138 | $13.8K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 149 | $14.0K | 0.00% | −20−11.8% | Reduced |
| Covestor Ltd | 138 | $14.0K | 0.01% | −1−0.7% | Reduced |
| Washington Trust Co | 144 | $14.1K | 0.00% | +1+0.7% | Added |
| Brown Brothers Harriman & Co | 148 | $14.5K | 0.00% | −75−33.6% | Reduced |
| Bellevue Asset Management, LLC | 150 | $14.7K | 0.01% | 00.0% | Unchanged |