| Sachetta, LLC | 1 | $73 | 0.00% | −29−96.7% | Reduced |
| WestEnd Advisors, LLC | 3 | $216 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $216 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $288 | 0.00% | +4 | New |
| Crewe Advisors LLC | 4 | $289 | 0.00% | −114−96.6% | Reduced |
| Raleigh Capital Management Inc. | 5 | $360 | 0.00% | −15−75.0% | Reduced |
| Sugar Maple Asset Management, LLC | 5 | $360 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 5 | $360 | 0.00% | +5 | New |
| BOK Financial Private Wealth, Inc. | 5 | $361 | 0.00% | +5 | New |
| TFC Financial Management | 7 | $505 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 7 | $505 | 0.00% | +7 | New |
| Global Financial Private Client, LLC | 7 | $505 | 0.00% | +7 | New |
| MPWM Advisory Solutions, LLC | 7 | $505 | 0.00% | +7 | New |
| Menard Financial Group LLC | 8 | $577 | 0.00% | +8 | New |
| Riverview Trust Co | 10 | $721 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 10 | $721 | 0.00% | +4+66.7% | Added |
| Bernard Wealth Management Corp. | 10 | $721 | 0.00% | +10 | New |
| Cornerstone Planning Group LLC | 10 | $728 | 0.00% | +6+150.0% | Added |
| Larson Financial Group LLC | 12 | $865 | 0.00% | −19−61.3% | Reduced |
| Eagle Bay Advisors LLC | 12 | $865 | 0.00% | −8−40.0% | Reduced |
| Kestra Investment Management, LLC | 12 | $865 | 0.00% | +12 | New |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 14 | $1.01K | 0.00% | +14 | New |
| Provenance Wealth Advisors, LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 15 | $1.08K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 16 | $1.15K | 0.00% | −43−72.9% | Reduced |
| Carolinas Wealth Consulting LLC | 18 | $1.30K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 18 | $1.30K | 0.00% | +12+200.0% | Added |
| Valued Wealth Advisors LLC | 24 | $1.73K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 26 | $1.87K | 0.00% | −809−96.9% | Reduced |
| Coppell Advisory Solutions LLC | 27 | $1.95K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 38 | $2.00K | 0.00% | +10+35.7% | Added |
| DiNuzzo Private Wealth, Inc. | 28 | $2.02K | 0.00% | −1−3.4% | Reduced |
| Measured Risk Portfolios, Inc. | 28 | $2.02K | 0.00% | +28 | New |
| Raffa Wealth Management, LLC | 30 | $2.16K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 31 | $2.23K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 33 | $2.38K | 0.00% | +6+22.2% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 33 | $2.38K | 0.00% | +33 | New |
| SBI Securities Co., Ltd. | 35 | $2.52K | 0.00% | +35 | New |
| Putney Financial Group LLC | 35 | $2.52K | 0.00% | +35 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 36 | $2.60K | 0.00% | −39−52.0% | Reduced |
| Whipplewood Advisors, LLC | 38 | $2.74K | 0.00% | +38 | New |
| Red Tortoise LLC | 39 | $2.81K | 0.00% | +2+5.4% | Added |
| South State Corp. | 43 | $3.10K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 44 | $3.17K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 48 | $3.46K | 0.00% | −11−18.6% | Reduced |
| CoreCap Advisors, LLC | 50 | $3.60K | 0.00% | −5−9.1% | Reduced |
| Graney & King, LLC | 50 | $3.60K | 0.00% | +50 | New |
| Abound Wealth Management | 63 | $4.54K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 64 | $4.61K | 0.00% | +13+25.5% | Added |
| Spire Wealth Management | 64 | $4.61K | 0.00% | +18+39.1% | Added |
| JDM Financial Group LLC | 65 | $4.69K | 0.00% | +65 | New |
| Rothschild Investment LLC | 68 | $4.90K | 0.00% | −12−15.0% | Reduced |
| McIlrath & Eck, LLC | 69 | $4.97K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 70 | $5.05K | 0.00% | +70 | New |
| Manchester Capital Management LLC | 72 | $5.19K | 0.00% | −3−4.0% | Reduced |
| Prestige Wealth Management Group LLC | 72 | $5.19K | 0.00% | +28+63.6% | Added |
| Glen Eagle Advisors, LLC | 75 | $5.41K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 80 | $5.77K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 90 | $6.49K | 0.00% | −2−2.2% | Reduced |
| Alexis Investment Partners, LLC | 100 | $7.21K | 0.00% | +100 | New |
| Plante Moran Financial Advisors, LLC | 102 | $7.35K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 104 | $7.50K | 0.01% | +104 | New |
| JFS Wealth Advisors, LLC | 107 | $7.71K | 0.00% | −11−9.3% | Reduced |
| Zions Bancorporation, N.A. | 108 | $7.79K | 0.00% | +74+217.6% | Added |
| SJS Investment Consulting Inc. | 111 | $8.00K | 0.00% | −7−5.9% | Reduced |
| New Age Alpha Advisors, LLC | 114 | $8.22K | 0.00% | +114 | New |
| Addison Advisors LLC | 114 | $8.22K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 117 | $8.44K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 129 | $9.30K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 130 | $9.37K | 0.00% | +100+333.3% | Added |
| Trifecta Capital Advisors, LLC | 132 | $9.52K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 132 | $9.52K | 0.00% | +11+9.1% | Added |
| Hager Investment Management Services, LLC | 135 | $9.73K | 0.01% | +135 | New |
| Johnson Financial Group, Inc. | 135 | $9.74K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 145 | $10.5K | 0.00% | +105+262.5% | Added |
| Armstrong Advisory Group, Inc | 150 | $10.8K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 155 | $11.2K | 0.01% | +155 | New |
| TCTC Holdings, LLC | 158 | $11.4K | 0.00% | +158 | New |
| Eastern Bank | 161 | $11.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 173 | $12.0K | 0.00% | +2+1.2% | Added |
| Farmers & Merchants Investments Inc | 168 | $12.1K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 197 | $14.2K | 0.03% | 00.0% | Unchanged |
| Sandy Spring Bank | 200 | $14.4K | 0.00% | +200 | New |
| Harbour Investments, Inc. | 213 | $15.4K | 0.00% | −39−15.5% | Reduced |
| Private Wealth Management Group, LLC | 220 | $15.9K | 0.01% | +30+15.8% | Added |
| Whittier Trust Co of Nevada Inc | 223 | $16.1K | 0.00% | +126+129.9% | Added |
| Sugarloaf Wealth Management, LLC | 234 | $16.9K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 234 | $16.9K | 0.01% | 00.0% | Unchanged |
| Allianz SE | 234 | $16.9K | 0.00% | +234 | New |
| IFP Advisors, Inc | 128 | $17.0K | 0.00% | −53−29.3% | Reduced |
| Bryn Mawr Trust Co | 270 | $19.5K | 0.00% | −867−76.3% | Reduced |
| Grove Bank & Trust | 274 | $19.8K | 0.00% | +274 | New |
| Altshuler Shaham Ltd | 281 | $20.3K | 0.00% | +18+6.8% | Added |
| SRS Capital Advisors, Inc. | 284 | $20.5K | 0.00% | −2−0.7% | Reduced |
| Leonteq Securities AG | 284 | $20.5K | 0.00% | +132+86.8% | Added |
| MAI Capital Management | 297 | $21.4K | 0.00% | +297 | New |
| Clearstead Advisors, LLC | 303 | $21.8K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 303 | $21.8K | 0.01% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 312 | $22.5K | 0.01% | +312 | New |