| Navigoe, LLC | 3 | $0 | 0.00% | +3 | New |
| SHP Wealth Management | 1 | $150 | 0.00% | −18−94.7% | Reduced |
| Sunrise Financial Services, LLC | 1 | $150 | 0.00% | −4−80.0% | Reduced |
| AdvisorNet Financial, Inc | 1 | $150 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 1 | $151 | 0.00% | +1 | New |
| Maryland Capital Advisors Inc. | 1 | $151 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $234 | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 2 | $274 | 0.00% | +2 | New |
| Larson Financial Group LLC | 2 | $300 | 0.00% | −11−84.6% | Reduced |
| Twin Tree Management, LP | 2 | $300 | 0.00% | +2 | New |
| Planning Strategies Inc. | 2 | $300 | 0.00% | +2 | New |
| West Branch Capital LLC | 2 | $301 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2 | $301 | 0.00% | +2 | New |
| Nvest Wealth Strategies, Inc. | 2 | $301 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $342 | 0.00% | +2 | New |
| NVWM, LLC | 3 | $450 | 0.00% | +3 | New |
| Silver Grove Financial Group, Inc. | 3 | $450 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $451 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 4 | $600 | 0.00% | +4 | New |
| Atlantic Private Wealth, LLC | 5 | $750 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $900 | 0.00% | +1+20.0% | Added |
| LRI Investments, LLC | 6 | $900 | 0.00% | +6 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | +8 | New |
| Central Trust Co | 7 | $1.05K | 0.00% | +2+40.0% | Added |
| Concord Wealth Partners | 8 | $1.20K | 0.00% | +8 | New |
| Transamerica Financial Advisors, Inc. | 9 | $1.35K | 0.00% | −1−10.0% | Reduced |
| McDonald Partners LLC | 9 | $1.35K | 0.00% | +9 | New |
| Continuum Advisory, LLC | 9 | $1.35K | 0.00% | +9 | New |
| Bayforest Capital Ltd | 10 | $1.50K | 0.00% | −249−96.1% | Reduced |
| Beaird Harris Wealth Management, LLC | 10 | $1.50K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 11 | $1.65K | 0.00% | +6+120.0% | Added |
| Retirement Wealth Solutions LLC | 11 | $1.65K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $1.65K | 0.00% | +5+83.3% | Added |
| Creative Financial Designs Inc | 12 | $1.80K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 12 | $1.80K | 0.00% | +11+1,100.0% | Added |
| Rialto Wealth Management, LLC | 12 | $1.80K | 0.00% | +5+71.4% | Added |
| Key Financial Inc | 13 | $1.95K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 13 | $1.95K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 14 | $2.10K | 0.00% | +14 | New |
| Godfrey Financial Associates, Inc. | 15 | $2.25K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 15 | $2.25K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 15 | $2.25K | 0.00% | +4+36.4% | Added |
| Bay Harbor Wealth Management, LLC | 16 | $2.40K | 0.00% | +5+45.5% | Added |
| Creative Capital Management Investments LLC | 16 | $2.40K | 0.00% | +16 | New |
| Manning & Napier Advisors LLC | 16 | $2.46K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 17 | $2.55K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 18 | $2.70K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 19 | $2.85K | 0.00% | +19 | New |
| Strategic Investment Solutions, Inc. | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 20 | $3.00K | 0.00% | +20 | New |
| Cromwell Holdings LLC | 26 | $3.90K | 0.00% | +26 | New |
| Strategic Wealth Advisors LLC | 40 | $4.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 29 | $4.35K | 0.00% | +29 | New |
| Meeder Asset Management Inc | 30 | $4.50K | 0.00% | −51−63.0% | Reduced |
| MV Capital Management, Inc. | 31 | $4.65K | 0.00% | −1−3.1% | Reduced |
| Bogart Wealth, LLC | 32 | $4.80K | 0.00% | +11+52.4% | Added |
| Signature Equity Partners, LLC | 35 | $5.25K | 0.00% | +35 | New |
| Essential Partners LLC | 41 | $6.15K | 0.00% | +11+36.7% | Added |
| Atlantic Union Bankshares Corp | 42 | $6.30K | 0.00% | −11−20.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 43 | $6.45K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 43 | $6.45K | 0.00% | +43 | New |
| Ronald Blue Trust, Inc. | 46 | $6.90K | 0.00% | +46 | New |
| Prestige Wealth Management Group LLC | 46 | $6.90K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 50 | $7.50K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 53 | $7.95K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 55 | $8.25K | 0.00% | −3−5.2% | Reduced |
| Fortitude Family Office, LLC | 56 | $8.40K | 0.00% | +2+3.7% | Added |
| Morton Brown Family Wealth, LLC | 58 | $8.70K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 59 | $8.85K | 0.00% | +4+7.3% | Added |
| Action Point Financial Planning, LLC | 65 | $9.15K | 0.00% | +65 | New |
| CoreCap Advisors, LLC | 61 | $9.15K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 61 | $9.15K | 0.00% | +50+454.5% | Added |
| Versant Capital Management, Inc | 75 | $11.3K | 0.00% | −22−22.7% | Reduced |
| Anchor Investment Management, LLC | 75 | $11.3K | 0.00% | +75 | New |
| CVA Family Office, LLC | 84 | $12.6K | 0.00% | −2−2.3% | Reduced |
| Bartlett & Co. Wealth Management LLC | 92 | $13.8K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 96 | $14.4K | 0.00% | +96 | New |
| SJS Investment Consulting Inc. | 98 | $14.7K | 0.00% | +8+8.9% | Added |
| Dogwood Wealth Management LLC | 99 | $14.9K | 0.01% | +34+52.3% | Added |
| Danske Bank A/S | 100 | $15.0K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 100 | $15.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 101 | $15.2K | 0.00% | +79+359.1% | Added |
| UMA Financial Services, Inc. | 101 | $15.2K | 0.00% | +10+11.0% | Added |
| J.Safra Asset Management Corp | 109 | $16.4K | 0.00% | +90+473.7% | Added |
| Covestor Ltd | 115 | $17.0K | 0.01% | +44+62.0% | Added |
| Adirondack Trust Co | 115 | $17.3K | 0.01% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 116 | $17.4K | 0.00% | −731−86.3% | Reduced |
| WPG Advisers, LLC | 117 | $17.6K | 0.01% | −1−0.8% | Reduced |
| Downshift Financial, LLC | 120 | $18.0K | 0.01% | +120 | New |
| Contravisory Investment Management, Inc. | 124 | $18.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 136 | $20.4K | 0.00% | +4+3.0% | Added |
| Keating Financial Advisory Services, Inc. | 152 | $22.8K | 0.00% | +16+11.8% | Added |
| Parkside Financial Bank & Trust | 154 | $23.1K | 0.00% | −53−25.6% | Reduced |
| Hantz Financial Services, Inc. | 161 | $24.0K | 0.00% | +61+61.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 160 | $24.0K | 0.00% | +160 | New |
| Cedar Mountain Advisors, LLC | 169 | $25.4K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 169 | $25.4K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 171 | $25.7K | 0.00% | +151+755.0% | Added |
| Bessemer Group Inc | 169 | $26.0K | 0.00% | +31+22.5% | Added |