| Avion Wealth | 20 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 66 | $1 | 0.00% | +17+34.7% | Added |
| Summit Wealth Group, LLC | 115,640 | $2 | 0.05% | +115,640 | New |
| Tfo-TDC, LLC | 1 | $66 | 0.00% | −4−80.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $133 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | – | $266 | 0.00% | – | – |
| Laurel Wealth Advisors LLC | 5 | $333 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 5 | $333 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $665 | 0.00% | −40−80.0% | Reduced |
| True Wealth Design, LLC | 10 | $665 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $665 | 0.00% | +10 | New |
| Koesten, Hirschmann & Crabtree, INC. | 10 | $665 | 0.00% | +10 | New |
| Gradient Investments LLC | 13 | $864 | 0.00% | −65−83.3% | Reduced |
| Arlington Partners LLC | 14 | $930 | 0.00% | +14 | New |
| New Millennium Group LLC | 15 | $997 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | −43−81.1% | Reduced |
| McClarren Financial Advisors, Inc. | 20 | $1.00K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 16 | $1.00K | 0.00% | +16 | New |
| West Paces Advisors Inc. | 18 | $1.20K | 0.00% | +18 | New |
| TFC Financial Management | 19 | $1.26K | 0.00% | +8+72.7% | Added |
| CarsonAllaria Wealth Management, Ltd. | 20 | $1.33K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 21 | $1.40K | 0.00% | +1+5.0% | Added |
| Global Wealth Strategies & Associates | 22 | $1.46K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 25 | $1.66K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 30 | $1.99K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 31 | $2.00K | 0.00% | +31 | New |
| WealthPLAN Partners, LLC | 35 | $2.33K | 0.00% | +35 | New |
| Colonial Trust Advisors | 37 | $2.46K | 0.00% | −6−14.0% | Reduced |
| Lee Financial Co | 40 | $2.66K | 0.00% | −5−11.1% | Reduced |
| Disciplined Investments, LLC | 42 | $2.79K | 0.00% | +7+20.0% | Added |
| Sound Income Strategies, LLC | 45 | $2.99K | 0.00% | −5−10.0% | Reduced |
| MCF Advisors LLC | 45 | $2.99K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 50 | $3.00K | 0.00% | −40−44.4% | Reduced |
| City State Bank | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 50 | $3.32K | 0.00% | −135−73.0% | Reduced |
| JNBA Financial Advisors | 50 | $3.32K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 50 | $3.32K | 0.00% | −20−28.6% | Reduced |
| Harbor Investment Advisory, LLC | 52 | $3.46K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 56 | $3.72K | 0.00% | +18+47.4% | Added |
| BDO Wealth Advisors, LLC | 60 | $3.99K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 61 | $4.00K | 0.00% | −689−91.9% | Reduced |
| Valley National Advisers Inc | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 65 | $4.32K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 67 | $4.45K | 0.00% | −763−91.9% | Reduced |
| Syverson Strege & Co | 67 | $4.45K | 0.00% | +67 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72 | $4.79K | 0.00% | +72 | New |
| Raffa Wealth Management, LLC | 75 | $4.99K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 90 | $5.98K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 92 | $6.00K | 0.00% | +92 | New |
| Truvestments Capital LLC | 95 | $6.31K | 0.00% | −30−24.0% | Reduced |
| Abound Wealth Management | 96 | $6.38K | 0.00% | +36+60.0% | Added |
| DT Investment Partners, LLC | 105 | $6.60K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 100 | $6.65K | 0.00% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 100 | $6.65K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 115 | $7.64K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 125 | $8.31K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 130 | $8.64K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 130 | $8.64K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 135 | $8.97K | 0.00% | +135 | New |
| Parallax Volatility Advisers, L.P. | 137 | $9.11K | 0.00% | −68,040−99.8% | Reduced |
| Zions Bancorporation, N.A. | 137 | $9.11K | 0.00% | +7+5.4% | Added |
| Ahrens Investment Partners LLC | 151 | $10.0K | 0.00% | +151 | New |
| Stonebridge Capital Advisors LLC | 160 | $10.6K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 160 | $10.6K | 0.01% | +160 | New |
| Pathway Financial Advisers, LLC | 165 | $11.0K | 0.00% | 00.0% | Unchanged |
| Belmont Capital, LLC | 175 | $11.6K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 180 | $12.0K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 180 | $12.0K | 0.01% | +180 | New |
| Atlantic Trust, LLC | 185 | $12.3K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 200 | $13.3K | 0.01% | −1,351−87.1% | Reduced |
| West Financial Advisors, LLC | 200 | $13.3K | 0.00% | +200 | New |
| Versant Capital Management, Inc | 202 | $13.4K | 0.00% | +12+6.3% | Added |
| Prestige Wealth Management Group LLC | 202 | $13.4K | 0.00% | −9−4.3% | Reduced |
| RFP Financial Group LLC | 220 | $14.6K | 0.02% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 225 | $15.0K | 0.02% | −35−13.5% | Reduced |
| Core Alternative Capital | 231 | $15.4K | 0.00% | +31+15.5% | Added |
| Manitou Investment Management Ltd. | 245 | $16.3K | 0.00% | +245 | New |
| Newbridge Financial Services Group, Inc. | 250 | $16.6K | 0.01% | −125−33.3% | Reduced |
| Western Pacific Wealth Management, LP | 250 | $16.6K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 250 | $16.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 254 | $16.9K | 0.00% | −4−1.6% | Reduced |
| Rise Advisors, LLC | 259 | $17.2K | 0.01% | +9+3.6% | Added |
| Bogart Wealth, LLC | 260 | $17.3K | 0.00% | +125+92.6% | Added |
| Exchange Traded Concepts, LLC | 278 | $18.5K | 0.00% | −68,110−99.6% | Reduced |
| Stephens Consulting, LLC | 295 | $19.6K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 300 | $20.0K | 0.02% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 303 | $20.1K | 0.00% | −46−13.2% | Reduced |
| Bell Investment Advisors, Inc | 313 | $20.8K | 0.00% | +28+9.8% | Added |
| Grove Bank & Trust | 328 | $21.8K | 0.00% | +173+111.6% | Added |
| Strengthening Families & Communities, LLC | 335 | $22.0K | 0.02% | +335 | New |
| Point72 Asset Management, L.P. | 333 | $22.1K | 0.00% | +333 | New |
| Cedar Mountain Advisors, LLC | 340 | $22.6K | 0.01% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 343 | $22.8K | 0.03% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 342 | $23.3K | 0.01% | +145+73.6% | Added |
| EverSource Wealth Advisors, LLC | 360 | $23.9K | 0.00% | −627−63.5% | Reduced |
| Resurgent Financial Advisors LLC | 386 | $25.7K | 0.02% | −251−39.4% | Reduced |
| Key Financial Inc | 400 | $26.6K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 415 | $28.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 430 | $28.6K | 0.01% | +409+1,947.6% | Added |
| North Star Investment Management Corp. | 435 | $28.9K | 0.00% | +200+85.1% | Added |