| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | New |
| Financial Synergies Wealth Advisors, Inc. | 6 | $284 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 5 | $324 | 0.00% | −14−73.7% | Reduced |
| Wolff Wiese Magana LLC | 5 | $324 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 6 | $403 | 0.00% | −200−97.1% | Reduced |
| ClariVest Asset Management LLC | 10 | $648 | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 13 | $842 | 0.00% | −19,534−99.9% | Reduced |
| True Wealth Design, LLC | 13 | $843 | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 10 | $1.00K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 15 | $1.00K | 0.00% | +15 | New |
| MCF Advisors LLC | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 22 | $1.43K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 25 | $1.63K | 0.00% | +25 | New |
| Caitlin John, LLC | 27 | $1.77K | 0.00% | +27 | New |
| Fairman Group, LLC | 30 | $1.94K | 0.00% | +30 | New |
| Trifecta Capital Advisors, LLC | 30 | $1.94K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 27 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 36 | $2.33K | 0.00% | +36 | New |
| Leonteq Securities AG | 38 | $2.46K | 0.00% | −396−91.2% | Reduced |
| Dunhill Financial, LLC | 38 | $2.47K | 0.00% | +38 | New |
| Laffer Tengler Investments | 40 | $2.59K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 42 | $2.72K | 0.00% | −21−33.3% | Reduced |
| Raleigh Capital Management Inc. | 45 | $2.92K | 0.00% | +45 | New |
| TFC Financial Management | 46 | $2.99K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 46 | $3.00K | 0.00% | −18−28.1% | Reduced |
| Long Island Wealth Management, Inc. | 46 | $3.00K | 0.00% | +46 | New |
| Longfellow Investment Management Co LLC | 47 | $3.04K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 50 | $3.24K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 53 | $3.43K | 0.00% | +53 | New |
| Hexagon Capital Partners LLC | 56 | $3.63K | 0.00% | +11+24.4% | Added |
| Beacon Capital Management, LLC | 70 | $3.83K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 61 | $3.95K | 0.00% | +61 | New |
| Valley National Advisers Inc | 75 | $4.00K | 0.00% | +35+87.5% | Added |
| DiNuzzo Private Wealth, Inc. | 63 | $4.08K | 0.00% | +63 | New |
| Financial Perspectives, Inc | 66 | $4.27K | 0.00% | +1+1.5% | Added |
| Bogart Wealth, LLC | 69 | $4.47K | 0.00% | +8+13.1% | Added |
| Raffa Wealth Management, LLC | 74 | $4.79K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 74 | $4.79K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 80 | $5.00K | 0.00% | +25+45.5% | Added |
| Manchester Capital Management LLC | 79 | $5.12K | 0.00% | +56+243.5% | Added |
| Coppell Advisory Solutions LLC | 82 | $5.31K | 0.00% | +82 | New |
| Kayne Anderson Rudnick Investment Management LLC | 84 | $5.44K | 0.00% | +9+12.0% | Added |
| Versant Capital Management, Inc | 90 | $5.83K | 0.00% | +9+11.1% | Added |
| Iron Horse Wealth Management, LLC | 100 | $6.48K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 100 | $6.48K | 0.01% | +100 | New |
| Birchbrook, Inc. | 100 | $6.48K | 0.00% | +100 | New |
| Rosenberg Matthew Hamilton | 104 | $6.74K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 105 | $6.80K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 106 | $6.87K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 114 | $7.00K | 0.01% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 120 | $7.77K | 0.00% | +60+100.0% | Added |
| Investors Research Corp | 124 | $8.03K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 129 | $8.36K | 0.00% | 00.0% | Unchanged |
| Grayhawk Investment Strategies Inc. | 135 | $8.74K | 0.00% | +135 | New |
| AlphaMark Advisors, LLC | 146 | $9.00K | 0.00% | +146 | New |
| Prestige Wealth Management Group LLC | 160 | $10.4K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 164 | $10.6K | 0.00% | +2+1.2% | Added |
| VitalStone Financial, LLC | 177 | $11.0K | 0.01% | +177 | New |
| Bruce G. Allen Investments, LLC | 172 | $11.1K | 0.01% | +172 | New |
| Arlington Partners LLC | 174 | $11.3K | 0.00% | −154−47.0% | Reduced |
| SOA Wealth Advisors, LLC. | 178 | $11.5K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 188 | $12.2K | 0.01% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 197 | $12.8K | 0.01% | −38,429−99.5% | Reduced |
| Arlington Trust Co LLC | 197 | $12.8K | 0.00% | −131−39.9% | Reduced |
| Core Alternative Capital | 199 | $12.9K | 0.00% | −36−15.3% | Reduced |
| Hoese & Co LLP | 216 | $13.0K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 200 | $13.0K | 0.00% | −38−16.0% | Reduced |
| Monetary Management Group Inc | 200 | $13.0K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| First Manhattan Co | 200 | $13.0K | 0.00% | +200 | New |
| City State Bank | 200 | $13.0K | 0.01% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 202 | $13.1K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 211 | $13.7K | 0.00% | −53−20.1% | Reduced |
| ICA Group Wealth Management, LLC | 218 | $14.1K | 0.00% | +218 | New |
| Valued Wealth Advisors LLC | 262 | $14.3K | 0.01% | +262 | New |
| McGlone Suttner Wealth Management, Inc. | 222 | $14.4K | 0.00% | +222 | New |
| Private Wealth Management Group, LLC | 229 | $14.8K | 0.01% | +229 | New |
| CVA Family Office, LLC | 235 | $15.2K | 0.00% | +235 | New |
| Close Asset Management Ltd | 245 | $16.0K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 250 | $16.0K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 250 | $16.2K | 0.00% | −9−3.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 250 | $16.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 253 | $16.4K | 0.00% | 00.0% | Unchanged |
| Northwest Bank & Trust Co | 262 | $17.0K | 0.02% | +262 | New |
| Abound Wealth Management | 262 | $17.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 289 | $18.7K | 0.00% | +4+1.4% | Added |
| Pathway Financial Advisers, LLC | 316 | $20.5K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 330 | $21.4K | 0.02% | +330 | New |
| Tucker Asset Management LLC | 338 | $21.9K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 342 | $22.2K | 0.00% | +12+3.6% | Added |
| Manitou Investment Management Ltd. | 392 | $25.4K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 400 | $25.9K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 400 | $25.9K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 406 | $26.3K | 0.00% | −197−32.7% | Reduced |
| Missouri Trust & Investment Co | 408 | $26.4K | 0.01% | +8+2.0% | Added |
| Quarry LP | 409 | $26.5K | 0.01% | +157+62.3% | Added |
| Bell Investment Advisors, Inc | 429 | $27.8K | 0.01% | −27−5.9% | Reduced |
| Bellevue Asset Management, LLC | 433 | $28.1K | 0.02% | +2+0.5% | Added |
| Washington Trust Advisors, Inc. | 440 | $28.5K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 456 | $29.0K | 0.02% | +6+1.3% | Added |