| SkyView Investment Advisors, LLC | 3 | $0 | 0.00% | +3 | New |
| Capstone Investment Advisors, LLC | 1 | $108 | 0.00% | −24−96.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $108 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 2 | $216 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $217 | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 3 | $324 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 4 | $432 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 4 | $433 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 5 | $540 | 0.00% | +5 | New |
| Strategic Investment Solutions, Inc. | 5 | $540 | 0.00% | +5 | New |
| First Command Advisory Services, Inc. | 6 | $648 | 0.00% | +6 | New |
| Core Alternative Capital | 6 | $648 | 0.00% | +6 | New |
| Trifecta Capital Advisors, LLC | 7 | $757 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $972 | 0.00% | +1+12.5% | Added |
| Lazard Asset Management LLC | 14 | $1.00K | 0.00% | −62−81.6% | Reduced |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 10 | $1.08K | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $1.08K | 0.00% | −87−89.7% | Reduced |
| Atticus Wealth Management, LLC | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 11 | $1.19K | 0.00% | +2+22.2% | Added |
| Colonial Trust Co | 11 | $1.23K | 0.00% | −7−38.9% | Reduced |
| Kelly Financial Services LLC | 13 | $1.40K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 15 | $1.54K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 15 | $1.62K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $1.62K | 0.00% | +6+66.7% | Added |
| Salem Investment Counselors Inc | 15 | $1.62K | 0.00% | +15 | New |
| National Pension Service | 15 | $1.68K | 0.00% | −4,426−99.7% | Reduced |
| Jones Financial Companies LLLP | 17 | $1.84K | 0.00% | −8−32.0% | Reduced |
| Clearview Wealth Advisors LLC | 18 | $1.94K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 18 | $1.94K | 0.00% | +6+50.0% | Added |
| Hollencrest Capital Management | 19 | $2.05K | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 19 | $2.13K | 0.00% | +19 | New |
| First Manhattan Co | 20 | $2.16K | 0.00% | +20 | New |
| Annapolis Financial Services, LLC | 20 | $2.16K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 25 | $2.70K | 0.00% | +15+150.0% | Added |
| Central Trust Co | 25 | $2.70K | 0.00% | −55−68.8% | Reduced |
| Fairfield Financial Advisors, LTD | 25 | $2.80K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 27 | $2.92K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 30 | $3.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Retirement Specialists, Inc. | 30 | $3.05K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $3.24K | 0.00% | +22+275.0% | Added |
| Mendota Financial Group, LLC | 11 | $3.27K | 0.00% | −10−47.6% | Reduced |
| Earnest Partners LLC | 33 | $3.56K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 34 | $3.67K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 36 | $3.89K | 0.00% | 00.0% | Unchanged |
| Davidson Capital Management Inc. | 36 | $3.89K | 0.00% | +12+50.0% | Added |
| Toth Financial Advisory Corp | 40 | $4.32K | 0.00% | +40 | New |
| Quent Capital, LLC | 44 | $4.75K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 45 | $4.86K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 46 | $4.97K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 47 | $5.08K | 0.00% | +47 | New |
| Ten Capital Wealth Advisors, LLC | 50 | $5.40K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 50 | $5.40K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 50 | $5.40K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 50 | $5.40K | 0.01% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $5.40K | 0.00% | +50 | New |
| Credential Qtrade Securities Inc. | 52 | $5.62K | 0.00% | +52 | New |
| Farmers & Merchants Investments Inc | 52 | $5.62K | 0.00% | +13+33.3% | Added |
| Bell Investment Advisors, Inc | 56 | $6.05K | 0.00% | −17−23.3% | Reduced |
| Sugarloaf Wealth Management, LLC | 57 | $6.16K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 58 | $6.26K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 60 | $6.48K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 62 | $6.70K | 0.00% | +26+72.2% | Added |
| Liberty One Investment Management, LLC | 64 | $6.91K | 0.00% | +64 | New |
| Knott David M Jr | 69 | $7.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 67 | $7.24K | 0.00% | +11+19.6% | Added |
| Oakworth Capital, Inc. | 68 | $7.34K | 0.00% | +68 | New |
| Manchester Capital Management LLC | 68 | $7.34K | 0.00% | +68 | New |
| Farther Finance Advisors, LLC | 69 | $7.45K | 0.00% | +17+32.7% | Added |
| TCI Wealth Advisors, Inc. | 69 | $7.45K | 0.00% | +56+430.8% | Added |
| Versant Capital Management, Inc | 71 | $7.68K | 0.00% | +29+69.0% | Added |
| Quintet Private Bank (Europe) S.A. | 74 | $7.99K | 0.00% | +74 | New |
| Plante Moran Financial Advisors, LLC | 82 | $8.86K | 0.00% | +38+86.4% | Added |
| McClarren Financial Advisors, Inc. | 90 | $9.00K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 82 | $9.00K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 90 | $9.06K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 89 | $10.0K | 0.01% | −10−10.1% | Reduced |
| Winch Advisory Services, LLC | 91 | $10.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 98 | $10.6K | 0.00% | −13−11.7% | Reduced |
| NVWM, LLC | 99 | $10.7K | 0.00% | −9−8.3% | Reduced |
| Tompkins Financial Corp | 100 | $10.8K | 0.00% | −50−33.3% | Reduced |
| North Star Investment Management Corp. | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 100 | $10.8K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 100 | $10.8K | 0.00% | +71+244.8% | Added |
| Park Circle Co | 100 | $10.8K | 0.01% | +100 | New |
| Resources Management Corp | 310 | $11.0K | 0.00% | −221−41.6% | Reduced |
| Eventide Asset Management, LLC | 103 | $11.1K | 0.00% | +103 | New |
| GHP Investment Advisors, Inc. | 110 | $11.9K | 0.00% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 117 | $12.6K | 0.00% | +117 | New |
| Ronald Blue Trust, Inc. | 129 | $13.0K | 0.00% | −24−15.7% | Reduced |
| Cove Street Capital, LLC | 123 | $13.0K | 0.00% | +123 | New |
| MV Capital Management, Inc. | 123 | $13.3K | 0.00% | +25+25.5% | Added |
| Trivant Custom Portfolio Group, LLC | 125 | $13.5K | 0.01% | +125 | New |
| Beacon Capital Management, LLC | 128 | $13.8K | 0.00% | −5−3.8% | Reduced |
| Clear Street Markets LLC | 125 | $14.0K | 0.00% | −1,940−93.9% | Reduced |
| Massmutual Trust Co FSB | 132 | $14.3K | 0.00% | −62−32.0% | Reduced |
| ICA Group Wealth Management, LLC | 135 | $14.6K | 0.00% | 00.0% | Unchanged |