| Avion Wealth | 5 | $0 | 0.00% | +5 | New |
| Sofos Investments, Inc. | 110 | $203 | 0.01% | +110 | New |
| SOA Wealth Advisors, LLC. | 2 | $220 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 3 | $330 | 0.00% | +2+200.0% | Added |
| TD Waterhouse Canada Inc. | 4 | $433 | 0.00% | +4 | New |
| SRS Capital Advisors, Inc. | 4 | $441 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 4 | $444 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 5 | $550 | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 6 | $661 | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $881 | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 8 | $881 | 0.00% | +8 | New |
| North Star Investment Management Corp. | 9 | $991 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 9 | $991 | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 9 | $992 | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 11 | $1.00K | 0.00% | −38,003−100.0% | Reduced |
| Capital Advisors, Ltd. LLC | 12 | $1.00K | 0.00% | −30−71.4% | Reduced |
| Baldrige Asset Management LLC | 7 | $1.00K | 0.00% | +7 | New |
| SkyView Investment Advisors, LLC | 11 | $1.00K | 0.00% | +11 | New |
| Proequities, Inc. | 11 | $1.21K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 11 | $1.21K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 11 | $1.21K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 12 | $1.32K | 0.00% | +12 | New |
| Morton Brown Family Wealth, LLC | 13 | $1.43K | 0.00% | +13 | New |
| Hexagon Capital Partners LLC | 15 | $1.65K | 0.00% | −2−11.8% | Reduced |
| Logan Capital Management Inc | 16 | $1.76K | 0.00% | 00.0% | Unchanged |
| Birch Capital Management, LLC | 16 | $1.76K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 16 | $1.76K | 0.00% | +16 | New |
| Aspire Private Capital, LLC | 18 | $1.98K | 0.00% | 00.0% | Unchanged |
| Syverson Strege & Co | 18 | $1.98K | 0.00% | +18 | New |
| Transamerica Financial Advisors, Inc. | 11 | $2.00K | 0.00% | −2−15.4% | Reduced |
| KB Financial Partners, LLC | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 19 | $2.09K | 0.00% | +19 | New |
| Clearstead Advisors, LLC | 19 | $2.09K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 19 | $2.09K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 20 | $2.24K | 0.00% | +20 | New |
| Sutton Wealth Advisors Inc. | 23 | $2.53K | 0.00% | −3−11.5% | Reduced |
| Raffa Wealth Management, LLC | 24 | $2.64K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 27 | $2.97K | 0.00% | +2+8.0% | Added |
| Okabena Investment Services Inc | 19 | $3.10K | 0.00% | +19 | New |
| Montag A & Associates Inc | 32 | $3.52K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 36 | $3.96K | 0.00% | +36 | Added |
| Rocky Mountain Advisers, LLC | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $4.18K | 0.00% | +6+18.8% | Added |
| Solstein Capital, LLC | 40 | $4.41K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 40 | $4.41K | 0.00% | +40 | New |
| Cary Street Partner Investment Advisory LLC | 43 | $4.74K | 0.00% | 00.0% | Unchanged |
| Cambridge Trust Co | 46 | $5.07K | 0.00% | −28−37.8% | Reduced |
| Pittenger & Anderson Inc | 47 | $5.18K | 0.00% | +47 | New |
| Baker Avenue Asset Management, LP | 48 | $5.29K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 56 | $6.17K | 0.00% | +56 | New |
| Harbour Investments, Inc. | 57 | $6.28K | 0.00% | −12−17.4% | Reduced |
| Newbridge Financial Services Group, Inc. | 70 | $7.71K | 0.00% | +70 | New |
| Jones Financial Companies LLLP | 75 | $8.26K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 75 | $8.26K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 75 | $8.26K | 0.01% | +75 | New |
| Earnest Partners LLC | 81 | $8.92K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 81 | $8.92K | 0.00% | +81 | New |
| Pin Oak Investment Advisors Inc | 80 | $9.00K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 82 | $9.03K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 86 | $9.47K | 0.01% | +25+41.0% | Added |
| RFP Financial Group LLC | 87 | $9.58K | 0.01% | 00.0% | Unchanged |
| JNBA Financial Advisors | 91 | $10.0K | 0.00% | −42−31.6% | Reduced |
| Capstone Investment Advisors, LLC | 106 | $11.7K | 0.00% | +106 | New |
| Benjamin F. Edwards & Company, Inc. | 107 | $12.0K | 0.00% | 00.0% | Unchanged |
| Baillie Gifford & Co | 125 | $13.8K | 0.00% | +18+16.8% | Added |
| ING Groep NV | 142 | $15.6K | 0.00% | −4,315−96.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 143 | $15.7K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 145 | $16.0K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 148 | $16.0K | 0.00% | −2−1.3% | Reduced |
| Western Pacific Wealth Management, LP | 150 | $16.5K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 152 | $16.7K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 159 | $17.5K | 0.00% | +159 | New |
| Zions Bancorporation, N.A. | 160 | $17.6K | 0.00% | −25−13.5% | Reduced |
| Prestige Wealth Management Group LLC | 165 | $18.2K | 0.00% | +2+1.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 172 | $18.9K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 179 | $19.7K | 0.00% | +7+4.1% | Added |
| Resurgent Financial Advisors LLC | 183 | $20.2K | 0.01% | +183 | New |
| PrairieView Partners, LLC | 197 | $21.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 200 | $21.4K | 0.01% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 200 | $21.4K | 0.02% | +200 | New |
| JJJ Advisors Inc. | 196 | $21.9K | 0.01% | +69+54.3% | Added |
| JFS Wealth Advisors, LLC | 202 | $22.2K | 0.00% | +11+5.8% | Added |
| Quent Capital, LLC | 203 | $22.3K | 0.00% | −36−15.1% | Reduced |
| Trust Co of Vermont | 203 | $22.4K | 0.00% | −6−2.9% | Reduced |
| Red Tortoise LLC | 204 | $22.5K | 0.02% | −6−2.9% | Reduced |
| IFP Advisors, Inc | 504 | $23.1K | 0.00% | −494−49.5% | Reduced |
| Graham Capital Wealth Management, LLC | 216 | $23.8K | 0.03% | +216 | New |
| BBJS Financial Advisors, LLC | 221 | $24.3K | 0.01% | −225−50.4% | Reduced |
| AdvisorNet Financial, Inc | 224 | $24.7K | 0.00% | −24−9.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 225 | $24.8K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 234 | $25.8K | 0.01% | −113−32.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 237 | $26.1K | 0.01% | +237 | New |
| Kayne Anderson Rudnick Investment Management LLC | 240 | $26.4K | 0.00% | 00.0% | Unchanged |
| New Hampshire Trust | 250 | $27.5K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 254 | $29.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 263 | $29.0K | 0.00% | +92+53.8% | Added |
| HBC Financial Services, PLLC | 280 | $31.0K | 0.02% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 300 | $33.0K | 0.01% | −32−9.6% | Reduced |
| Gradient Investments LLC | 310 | $34.1K | 0.00% | 00.0% | Unchanged |