| Bay Harbor Wealth Management, LLC | 1 | $45 | 0.00% | +1 | New |
| National Bank of Canada | 2 | $89 | 0.00% | −667,139−100.0% | Reduced |
| MV Capital Management, Inc. | 3 | $134 | 0.00% | −12−80.0% | Reduced |
| Quarry LP | 5 | $223 | 0.00% | −762−99.3% | Reduced |
| Principia Wealth Advisory, LLC | 6 | $267 | 0.00% | −2−25.0% | Reduced |
| Arlington Trust Co LLC | 6 | $267 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $357 | 0.00% | +5+166.7% | Added |
| UMA Financial Services, Inc. | 12 | $535 | 0.00% | −109−90.1% | Reduced |
| Hughes Financial Services, LLC | 15 | $668 | 0.00% | +12+400.0% | Added |
| Dunhill Financial, LLC | 16 | $725 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 17 | $757 | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 17 | $757 | 0.00% | +17 | New |
| Private Wealth Management Group, LLC | 17 | $758 | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 18 | $799 | 0.00% | +18 | New |
| Asset Dedication, LLC | 18 | $802 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 19 | $846 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 22 | $980 | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 22 | $980 | 0.00% | +22 | New |
| Avion Wealth | 33 | $1.00K | 0.00% | +11+50.0% | Added |
| Key Financial Inc | 23 | $1.02K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 23 | $1.02K | 0.00% | +23 | New |
| Brooklyn FI, LLC | 24 | $1.07K | 0.00% | +24 | New |
| Fourth Dimension Wealth, LLC | 27 | $1.20K | 0.00% | 00.0% | Unchanged |
| Motco | 29 | $1.29K | 0.00% | +7+31.8% | Added |
| Millstone Evans Group, LLC | 30 | $1.34K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 31 | $1.38K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 34 | $1.51K | 0.00% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 35 | $1.56K | 0.00% | +35 | New |
| Marquette Asset Management, LLC | 37 | $1.65K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 37 | $1.65K | 0.00% | +1+2.8% | Added |
| Continuum Advisory, LLC | 42 | $1.87K | 0.00% | +42 | New |
| Financial Consulate, Inc | 47 | $2.09K | 0.00% | +5+11.9% | Added |
| CBIZ Investment Advisory Services, LLC | 51 | $2.26K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 53 | $2.36K | 0.00% | +21+65.6% | Added |
| Bokf, NA | 55 | $2.45K | 0.00% | −405−88.0% | Reduced |
| Delta Asset Management LLC | 55 | $2.45K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 56 | $2.48K | 0.00% | −275−83.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 57 | $2.54K | 0.00% | −8−12.3% | Reduced |
| LifeSteps Financial, Inc. | 65 | $2.89K | 0.00% | +65 | New |
| Action Point Financial Planning, LLC | 68 | $3.03K | 0.00% | +68 | New |
| Brown Brothers Harriman & Co | 68 | $3.03K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 70 | $3.12K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 78 | $3.47K | 0.00% | +31+66.0% | Added |
| JPL Wealth Management, LLC | 82 | $3.65K | 0.00% | +16+24.2% | Added |
| Salomon & Ludwin, LLC | 84 | $3.67K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 86 | $3.83K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 88 | $3.90K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 91 | $4.05K | 0.00% | +91 | New |
| Rialto Wealth Management, LLC | 97 | $4.32K | 0.00% | −33−25.4% | Reduced |
| Trust Co of Toledo NA | 98 | $4.36K | 0.00% | +98 | New |
| Bank & Trust Co | 100 | $4.45K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 100 | $4.45K | 0.00% | +100 | New |
| Whittier Trust Co of Nevada Inc | 103 | $4.54K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 103 | $4.62K | 0.00% | +54+110.2% | Added |
| Cornerstone Planning Group LLC | 108 | $4.82K | 0.00% | +1+0.9% | Added |
| Silver Grove Financial Group, Inc. | 113 | $5.03K | 0.00% | +113 | New |
| Bell Investment Advisors, Inc | 114 | $5.08K | 0.00% | −11−8.8% | Reduced |
| Medallion Wealth Advisors, LLC | 117 | $5.21K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 128 | $5.70K | 0.00% | +29+29.3% | Added |
| MCF Advisors LLC | 144 | $6.41K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 146 | $6.50K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 147 | $6.55K | 0.00% | −15−9.3% | Reduced |
| Rossby Financial, LCC | 147 | $6.55K | 0.00% | +19+14.8% | Added |
| Premier Financial Group | 149 | $6.63K | 0.00% | +149 | New |
| Pinnacle Bancorp, Inc. | 154 | $6.86K | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 163 | $7.23K | 0.01% | +3+1.9% | Added |
| Spire Wealth Management | 183 | $8.15K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 186 | $8.28K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 188 | $8.37K | 0.00% | +188 | New |
| Ares Financial Consulting, LLC | 189 | $8.42K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 196 | $8.73K | 0.00% | +48+32.4% | Added |
| Community Financial Services Group, LLC | 200 | $8.74K | 0.00% | 00.0% | Unchanged |
| First National Bank | 200 | $8.91K | 0.00% | +200 | New |
| Private Wealth Asset Management, LLC | 201 | $8.95K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 207 | $9.22K | 0.01% | +207 | New |
| Abound Wealth Management | 218 | $9.73K | 0.00% | −37−14.5% | Reduced |
| Byrne Asset Management LLC | 228 | $10.1K | 0.01% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 229 | $10.2K | 0.00% | +229 | New |
| Virginia Estate & Retirement Planning Advisors Inc. | 233 | $10.4K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 234 | $10.4K | 0.00% | +234 | New |
| Atlas Capital Advisors LLC | 234 | $10.4K | 0.00% | +234 | New |
| Farmers & Merchants Investments Inc | 245 | $10.9K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 253 | $11.3K | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 263 | $11.7K | 0.00% | +9+3.5% | Added |
| GW&K Investment Management, LLC | 262 | $12.0K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 310 | $13.8K | 0.00% | +30+10.7% | Added |
| Armstrong Advisory Group, Inc | 324 | $14.4K | 0.00% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 332 | $14.8K | 0.02% | +6+1.8% | Added |
| CX Institutional | 332 | $15.0K | 0.00% | +1+0.3% | Added |
| Golden State Equity Partners | 341 | $15.2K | 0.04% | −9−2.6% | Reduced |
| Manning & Napier Advisors LLC | 340 | $15.6K | 0.00% | +130+61.9% | Added |
| Sachetta, LLC | 356 | $15.9K | 0.01% | +286+408.6% | Added |
| Activest Wealth Management | 362 | $16.1K | 0.00% | +1+0.3% | Added |
| WPG Advisers, LLC | 364 | $16.2K | 0.01% | +232+175.8% | Added |
| Massmutual Trust Co FSB | 375 | $16.7K | 0.00% | −165−30.6% | Reduced |
| Geneos Wealth Management Inc. | 411 | $18.3K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 454 | $20.2K | 0.00% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 465 | $20.7K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 465 | $21.0K | 0.01% | 00.0% | Unchanged |
