| Wolff Wiese Magana LLC | 5 | $424 | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 6 | $510 | 0.00% | −1−14.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 8 | $677 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $763 | 0.00% | +4+80.0% | Added |
| Abound Wealth Management | 9 | $773 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 10 | $831 | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 10 | $847 | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 11 | $932 | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 12 | $1.02K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.27K | 0.00% | +12+400.0% | Added |
| Park Place Capital Corp | 17 | $1.44K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $1.52K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $1.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 21 | $1.78K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 23 | $1.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 25 | $2.00K | 0.00% | +3+13.6% | Added |
| Continuum Advisory, LLC | 27 | $2.03K | 0.00% | +27 | New |
| Hexagon Capital Partners LLC | 24 | $2.03K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 24 | $2.03K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $2.12K | 0.00% | −160−86.5% | Reduced |
| JNBA Financial Advisors | 25 | $2.12K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 29 | $2.46K | 0.00% | −97−77.0% | Reduced |
| Your Advocates Ltd., LLP | 29 | $2.46K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $2.54K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $2.54K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 31 | $2.63K | 0.00% | +9+40.9% | Added |
| Voisard Asset Management Group, Inc. | 34 | $2.88K | 0.00% | −9−20.9% | Reduced |
| Macroview Investment Management LLC | 38 | $3.22K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 43 | $3.64K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 45 | $3.81K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 50 | $4.23K | 0.01% | −11−18.0% | Reduced |
| Independence Bank of Kentucky | 50 | $4.23K | 0.00% | +50 | New |
| Zions Bancorporation, N.A. | 53 | $4.49K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 62 | $5.25K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 64 | $5.41K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 64 | $5.42K | 0.00% | +64 | New |
| Fortitude Family Office, LLC | 66 | $5.59K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 70 | $5.93K | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 88 | $6.47K | 0.00% | +88 | New |
| IAG Wealth Partners, LLC | 80 | $6.77K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 81 | $6.86K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 83 | $7.03K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $8.47K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 112 | $8.53K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 105 | $8.89K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 123 | $8.99K | 0.00% | +100+434.8% | Added |
| Salomon & Ludwin, LLC | 108 | $9.14K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 109 | $9.23K | 0.00% | −353−76.4% | Reduced |
| Proequities, Inc. | 113 | $9.57K | 0.00% | −193−63.1% | Reduced |
| Private Wealth Management Group, LLC | 116 | $9.82K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 116 | $9.85K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 118 | $9.99K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 123 | $10.4K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 125 | $10.6K | 0.00% | +125 | New |
| Covestor Ltd | 130 | $11.0K | 0.01% | −89−40.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 134 | $11.3K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 140 | $11.9K | 0.00% | −41−22.7% | Reduced |
| Armstrong Advisory Group, Inc | 160 | $12.2K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 144 | $12.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 150 | $12.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 154 | $13.0K | 0.00% | +154 | New |
| AllSquare Wealth Management LLC | 155 | $13.1K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 176 | $14.9K | 0.01% | −68−27.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 177 | $15.0K | 0.00% | +177 | New |
| Massmutual Trust Co FSB | 181 | $15.3K | 0.00% | +7+4.0% | Added |
| Clearstead Advisors, LLC | 210 | $15.6K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 193 | $16.3K | 0.00% | −24−11.1% | Reduced |
| Anchor Investment Management, LLC | 200 | $16.9K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 200 | $16.9K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $16.9K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 203 | $17.2K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 207 | $17.5K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 208 | $18.0K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 239 | $20.2K | 0.01% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 256 | $21.7K | 0.00% | +256 | New |
| LifeSteps Financial, Inc. | 264 | $22.4K | 0.02% | +264 | New |
| Cullen/Frost Bankers, Inc. | 300 | $25.4K | 0.00% | −350−53.8% | Reduced |
| Bangor Savings Bank | 300 | $25.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 300 | $25.4K | 0.00% | 00.0% | Unchanged |
| Tobam | 307 | $26.0K | 0.00% | −39−11.3% | Reduced |
| CVA Family Office, LLC | 310 | $26.2K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 316 | $26.8K | 0.01% | +311+6,220.0% | Added |
| Hantz Financial Services, Inc. | 326 | $28.0K | 0.00% | −28−7.9% | Reduced |
| Bell Investment Advisors, Inc | 352 | $29.8K | 0.01% | +16+4.8% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 362 | $30.7K | 0.01% | +256+241.5% | Added |
| Bray Capital Advisors | 375 | $31.8K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 400 | $33.0K | 0.01% | +400 | New |
| Geneos Wealth Management Inc. | 391 | $33.1K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 400 | $33.9K | 0.01% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 400 | $33.9K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 400 | $33.9K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 429 | $36.3K | 0.00% | +9+2.1% | Added |
| Rise Advisors, LLC | 450 | $38.1K | 0.02% | +450 | New |
| Gleason Group, Inc. | 457 | $38.7K | 0.01% | +1+0.2% | Added |
| Community Bank, N.A. | 480 | $40.6K | 0.01% | 00.0% | Unchanged |
| Bokf, NA | 501 | $41.6K | 0.00% | −76−13.2% | Reduced |
| Lindbrook Capital, LLC | 494 | $41.8K | 0.00% | +6+1.2% | Added |
| Optimum Investment Advisors | 500 | $42.3K | 0.02% | +500 | New |
| Farther Finance Advisors, LLC | 545 | $45.3K | 0.00% | +40+7.9% | Added |
| ICA Group Wealth Management, LLC | 544 | $46.1K | 0.01% | 00.0% | Unchanged |