| CBIZ Investment Advisory Services, LLC | 2 | $130 | 0.00% | +2 | New |
| LGT Financial Advisors LLC | 2 | $130 | 0.00% | +2 | New |
| Stephens Consulting, LLC | 2 | $131 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 3 | $195 | 0.00% | −11−78.6% | Reduced |
| SOA Wealth Advisors, LLC. | 3 | $195 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4 | $197 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $261 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $326 | 0.00% | −5−50.0% | Reduced |
| Kilter Group LLC | 5 | $326 | 0.00% | +5 | New |
| AdvisorNet Financial, Inc | 6 | $391 | 0.00% | −3−33.3% | Reduced |
| Rialto Wealth Management, LLC | 6 | $391 | 0.00% | +6 | New |
| Brown, Lisle/Cummings, Inc. | 7 | $456 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 7 | $457 | 0.00% | +7 | New |
| Addison Advisors LLC | 8 | $522 | 0.00% | +8 | New |
| Dunhill Financial, LLC | 8 | $570 | 0.00% | −51−86.4% | Reduced |
| WPG Advisers, LLC | 9 | $586 | 0.00% | −62−87.3% | Reduced |
| Bogart Wealth, LLC | 9 | $586 | 0.00% | +9 | New |
| Canada Pension Plan Investment Board | 10 | $652 | 0.00% | −73,647−100.0% | Reduced |
| Pandora Wealth, Inc. | 10 | $652 | 0.00% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 10 | $652 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 10 | $652 | 0.00% | +1+11.1% | Added |
| HFM Investment Advisors, LLC | 10 | $652 | 0.00% | +7+233.3% | Added |
| Tortoise Investment Management, LLC | 10 | $652 | 0.00% | +10 | New |
| Private Wealth Management Group, LLC | 11 | $717 | 0.00% | −84−88.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 12 | $781 | 0.00% | +12 | New |
| Cape Investment Advisory, Inc. | 13 | $847 | 0.00% | −1−7.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 14 | $912 | 0.00% | +9+180.0% | Added |
| Principia Wealth Advisory, LLC | 15 | $977 | 0.00% | +11+275.0% | Added |
| Pineridge Advisors LLC | 15 | $977 | 0.00% | +15 | New |
| Hilltop National Bank | 15 | $977 | 0.00% | +15 | New |
| Penserra Capital Management LLC | 21 | $1.00K | 0.00% | −13,191−99.8% | Reduced |
| Picton Mahoney Asset Management | 14 | $1.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 16 | $1.04K | 0.00% | +1+6.7% | Added |
| Creative Financial Designs Inc | 17 | $1.11K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 17 | $1.14K | 0.00% | +17 | New |
| Rise Advisors, LLC | 18 | $1.17K | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 18 | $1.17K | 0.00% | +13+260.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 21 | $1.37K | 0.00% | +21 | New |
| Trifecta Capital Advisors, LLC | 21 | $1.37K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 22 | $1.49K | 0.00% | +4+22.2% | Added |
| Harbour Investments, Inc. | 25 | $1.63K | 0.00% | +21+525.0% | Added |
| ORG Partners LLC | 28 | $1.83K | 0.00% | +28 | New |
| South State Corp. | 30 | $1.96K | 0.00% | +13+76.5% | Added |
| DiNuzzo Private Wealth, Inc. | 32 | $2.09K | 0.00% | +4+14.3% | Added |
| Twin Peaks Wealth Advisors, LLC | 32 | $2.17K | 0.00% | +32 | New |
| Whipplewood Advisors, LLC | 34 | $2.21K | 0.00% | −138−80.2% | Reduced |
| Abound Wealth Management | 34 | $2.22K | 0.00% | 00.0% | Unchanged |
| Total Investment Management Inc | 38 | $2.48K | 0.00% | +38 | New |
| True Wealth Design, LLC | 38 | $2.48K | 0.00% | +17+81.0% | Added |
| Rothschild Investment LLC | 42 | $2.74K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 44 | $2.87K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 44 | $2.87K | 0.00% | +7+18.9% | Added |
| Ogorek Anthony Joseph | 54 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 47 | $3.06K | 0.00% | +45+2,250.0% | Added |
| Howard Hughes Medical Institute | 48 | $3.13K | 0.00% | +48 | New |
| SBI Securities Co., Ltd. | 50 | $3.26K | 0.00% | −1−2.0% | Reduced |
| Graney & King, LLC | 50 | $3.26K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 51 | $3.32K | 0.00% | +14+37.8% | Added |
| PFS Partners, LLC | 51 | $3.32K | 0.00% | +51 | New |
| CoreCap Advisors, LLC | 53 | $3.45K | 0.00% | −56−51.4% | Reduced |
| Meeder Asset Management Inc | 53 | $3.45K | 0.00% | +53 | New |
| MV Capital Management, Inc. | 60 | $3.91K | 0.00% | +35+140.0% | Added |
| NBC Securities, Inc. | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 68 | $4.00K | 0.00% | +30+78.9% | Added |
| JDM Financial Group LLC | 65 | $4.24K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 66 | $4.30K | 0.00% | +51+340.0% | Added |
| McIlrath & Eck, LLC | 69 | $4.50K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 71 | $4.63K | 0.00% | +29+69.0% | Added |
| Sachetta, LLC | 72 | $4.69K | 0.00% | +72 | New |
| Glen Eagle Advisors, LLC | 75 | $4.89K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 76 | $4.95K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 80 | $5.21K | 0.00% | +45+128.6% | Added |
| American Capital Advisory, LLC | 85 | $5.54K | 0.00% | +5+6.3% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 87 | $5.64K | 0.00% | +87 | New |
| Geneos Wealth Management Inc. | 90 | $5.86K | 0.00% | −47−34.3% | Reduced |
| Sierra Ocean, LLC | 90 | $5.86K | 0.00% | +54+150.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 92 | $6.00K | 0.00% | +29+46.0% | Added |
| Costello Asset Management, INC | 100 | $6.52K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 100 | $6.52K | 0.00% | +100 | New |
| Plante Moran Financial Advisors, LLC | 102 | $6.65K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 104 | $6.78K | 0.00% | +99+1,980.0% | Added |
| SJS Investment Consulting Inc. | 106 | $6.91K | 0.00% | −4−3.6% | Reduced |
| Wolff Wiese Magana LLC | 109 | $7.10K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 116 | $7.58K | 0.00% | +116 | New |
| Manchester Capital Management LLC | 123 | $8.02K | 0.00% | +23+23.0% | Added |
| Hollencrest Capital Management | 128 | $8.34K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 129 | $8.41K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 135 | $8.80K | 0.00% | −1,225−90.1% | Reduced |
| Hager Investment Management Services, LLC | 135 | $8.80K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 146 | $9.51K | 0.00% | −28−16.1% | Reduced |
| Armstrong Advisory Group, Inc | 150 | $9.77K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 150 | $9.77K | 0.00% | +150 | New |
| Bruce G. Allen Investments, LLC | 174 | $11.3K | 0.01% | −301−63.4% | Reduced |
| CVA Family Office, LLC | 175 | $11.4K | 0.00% | +165+1,650.0% | Added |
| Raffa Wealth Management, LLC | 179 | $11.7K | 0.00% | +149+496.7% | Added |
| Smartleaf Asset Management LLC | 184 | $12.0K | 0.00% | −159−46.4% | Reduced |
| Caldwell Trust Co | 194 | $12.6K | 0.00% | −220−53.1% | Reduced |
| Hemington Wealth Management | 212 | $13.0K | 0.00% | +1+0.5% | Added |
| Hillsdale Investment Management Inc. | 200 | $13.0K | 0.00% | −7,600−97.4% | Reduced |
| Trust Co of Toledo NA | 203 | $13.2K | 0.00% | +203 | New |