| Asset Dedication, LLC | 5 | $0 | 0.00% | −25−83.3% | Reduced |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 3 | $234 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $312 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 4 | $312 | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 5 | $390 | 0.00% | −1−16.7% | Reduced |
| TFC Financial Management | 5 | $390 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5 | $390 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 6 | $468 | 0.00% | +6 | New |
| Tfo-TDC, LLC | 7 | $546 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 8 | $624 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $702 | 0.00% | +3+50.0% | Added |
| CoreCap Advisors, LLC | 12 | $936 | 0.00% | +12 | New |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | −1,117−98.4% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 7 | $1.00K | 0.00% | +7 | New |
| Provenance Wealth Advisors, LLC | 15 | $1.17K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 16 | $1.25K | 0.00% | +16 | New |
| Sachetta, LLC | 19 | $1.36K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $1.40K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 20 | $1.54K | 0.00% | +3+17.6% | Added |
| Eagle Bay Advisors LLC | 20 | $1.56K | 0.00% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 23 | $1.79K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $1.79K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 24 | $1.82K | 0.00% | +24 | Added |
| Valued Wealth Advisors LLC | 25 | $1.95K | 0.00% | −1−3.8% | Reduced |
| Avion Wealth | 14 | $2.00K | 0.00% | +7+100.0% | Added |
| Hollencrest Capital Management | 28 | $2.18K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 29 | $2.26K | 0.00% | +9+45.0% | Added |
| VisionPoint Advisory Group, LLC | 33 | $2.57K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 34 | $2.65K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 36 | $2.81K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 37 | $2.88K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 40 | $3.12K | 0.00% | −319−88.9% | Reduced |
| Aspire Private Capital, LLC | 43 | $3.35K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 44 | $3.43K | 0.00% | +44 | New |
| Prestige Wealth Management Group LLC | 46 | $3.59K | 0.00% | −55−54.5% | Reduced |
| REAP Financial Group, LLC | 49 | $3.82K | 0.00% | −1−2.0% | Reduced |
| AdvisorNet Financial, Inc | 54 | $4.21K | 0.00% | −19−26.0% | Reduced |
| Versant Capital Management, Inc | 58 | $4.52K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 60 | $4.68K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 66 | $5.11K | 0.00% | +66 | New |
| McIlrath & Eck, LLC | 69 | $5.38K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 75 | $5.85K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 83 | $6.00K | 0.00% | +83 | New |
| Rothschild Investment LLC | 80 | $6.24K | 0.00% | +15+23.1% | Added |
| American Capital Advisory, LLC | 80 | $6.46K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 83 | $6.47K | 0.00% | +17+25.8% | Added |
| MV Capital Management, Inc. | 83 | $6.47K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 91 | $7.09K | 0.00% | −13−12.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 97 | $7.56K | 0.00% | 00.0% | Unchanged |
| United Community Bank | 100 | $7.80K | 0.00% | 00.0% | Unchanged |
| Gould Capital, LLC | 100 | $7.80K | 0.01% | +100 | New |
| Private Wealth Management Group, LLC | 103 | $8.03K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 107 | $8.34K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 110 | $8.58K | 0.00% | −92−45.5% | Reduced |
| Hexagon Capital Partners LLC | 110 | $8.58K | 0.00% | −9−7.6% | Reduced |
| Crewe Advisors LLC | 115 | $8.97K | 0.00% | +115 | New |
| SJS Investment Consulting Inc. | 117 | $9.12K | 0.00% | +2+1.7% | Added |
| Continuum Advisory, LLC | 121 | $9.17K | 0.00% | +121 | New |
| SYSTM Wealth Solutions LLC | 122 | $9.51K | 0.00% | −67−35.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 129 | $10.1K | 0.00% | +2+1.6% | Added |
| Trifecta Capital Advisors, LLC | 132 | $10.3K | 0.00% | +1+0.8% | Added |
| Johnson Financial Group, Inc. | 135 | $10.5K | 0.00% | −297−68.8% | Reduced |
| Armstrong Advisory Group, Inc | 150 | $10.7K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 168 | $13.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 173 | $13.5K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 175 | $13.6K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 197 | $15.4K | 0.00% | −773−79.7% | Reduced |
| LGT Financial Advisors LLC | 197 | $15.4K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 198 | $15.4K | 0.01% | +198 | New |
| Plante Moran Financial Advisors, LLC | 200 | $15.6K | 0.00% | −112−35.9% | Reduced |
| New Covenant Trust Company, N.A. | 200 | $15.6K | 0.02% | +200 | New |
| Harbor Investment Advisory, LLC | 221 | $17.2K | 0.00% | +21+10.5% | Added |
| Jones Financial Companies LLLP | 225 | $17.5K | 0.00% | +175+350.0% | Added |
| Raleigh Capital Management Inc. | 228 | $17.8K | 0.01% | −292−56.2% | Reduced |
| Sugarloaf Wealth Management, LLC | 234 | $18.2K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 234 | $18.2K | 0.01% | 00.0% | Unchanged |
| Allianz SE | 234 | $18.2K | 0.00% | +234 | New |
| Indiana Trust & Investment Management CO | 238 | $18.6K | 0.01% | +238 | New |
| EverSource Wealth Advisors, LLC | 265 | $20.1K | 0.00% | +32+13.7% | Added |
| Harbour Investments, Inc. | 267 | $20.8K | 0.00% | +25+10.3% | Added |
| Global Retirement Partners, LLC | 276 | $21.5K | 0.00% | +40+16.9% | Added |
| Smithfield Trust Co | 289 | $22.0K | 0.00% | +39+15.6% | Added |
| GPS Wealth Strategies Group, LLC | 300 | $23.4K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 308 | $24.0K | 0.02% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 325 | $25.3K | 0.00% | −71−17.9% | Reduced |
| Parkside Financial Bank & Trust | 337 | $26.3K | 0.00% | +121+56.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 346 | $27.0K | 0.00% | −83−19.3% | Reduced |
| Bell Investment Advisors, Inc | 363 | $28.3K | 0.01% | −7−1.9% | Reduced |
| First Horizon Advisors, Inc. | 386 | $30.1K | 0.00% | −33−7.9% | Reduced |
| North Star Investment Management Corp. | 400 | $31.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 403 | $31.4K | 0.00% | −6,195−93.9% | Reduced |
| Quarry LP | 427 | $33.3K | 0.01% | −216−33.6% | Reduced |
| NBC Securities, Inc. | 448 | $34.0K | 0.00% | −35−7.2% | Reduced |
| Bartlett & Co. Wealth Management LLC | 463 | $36.1K | 0.00% | +3+0.7% | Added |
| GeoWealth Management, LLC | 466 | $36.3K | 0.00% | +227+95.0% | Added |
| iA Global Asset Management Inc. | 471 | $37.0K | 0.00% | +471 | New |
| Optimum Investment Advisors | 500 | $39.0K | 0.02% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 526 | $41.0K | 0.00% | −208−28.3% | Reduced |
| TSFG, LLC | 572 | $45.0K | 0.01% | 00.0% | Unchanged |