| Valley National Advisers Inc | 31 | $0 | 0.00% | −1−3.1% | Reduced |
| West Paces Advisors Inc. | 2 | $32 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 3 | $48 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 8 | $128 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 17 | $275 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 20 | $321 | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 26 | $417 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 33 | $530 | 0.00% | +33 | New |
| Highline Wealth Partners LLC | 36 | $578 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 37 | $594 | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 37 | $594 | 0.00% | +37 | New |
| Fiduciary Alliance LLC | 47 | $754 | 0.00% | +47 | New |
| Newbridge Financial Services Group, Inc. | 50 | $808 | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 54 | $867 | 0.00% | +54 | New |
| Asset Dedication, LLC | 32 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 90 | $1.00K | 0.00% | +1+1.1% | Added |
| Johnson Financial Group, Inc. | 66 | $1.08K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 70 | $1.12K | 0.00% | +70 | New |
| Y.D. More Investments Ltd | 80 | $1.26K | 0.00% | +80 | New |
| Washington Trust Advisors, Inc. | 91 | $1.46K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 94 | $1.51K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 100 | $1.60K | 0.00% | −309−75.6% | Reduced |
| Duncker Streett & Co Inc | 100 | $1.60K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 102 | $1.64K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 118 | $1.89K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 116 | $1.90K | 0.00% | +116 | New |
| Cambridge Trust Co | 102 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 104 | $2.00K | 0.00% | +104 | New |
| Park Place Capital Corp | 123 | $2.00K | 0.00% | +123 | New |
| Antonetti Capital Management LLC | 127 | $2.04K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 131 | $2.10K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 132 | $2.12K | 0.00% | +132 | New |
| ICA Group Wealth Management, LLC | 134 | $2.15K | 0.00% | +134 | New |
| Syverson Strege & Co | 152 | $2.44K | 0.00% | +1+0.7% | Added |
| CVA Family Office, LLC | 155 | $2.49K | 0.00% | −200−56.3% | Reduced |
| Bell Investment Advisors, Inc | 159 | $2.55K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 162 | $2.60K | 0.00% | +162 | New |
| EWG Elevate Inc. | 181 | $2.91K | 0.00% | +181 | New |
| Heritage Wealth Management, LLC | 184 | $2.95K | 0.00% | +184 | New |
| City State Bank | 200 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 191 | $3.07K | 0.00% | +166+664.0% | Added |
| Barrett & Company, Inc. | 195 | $3.13K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 200 | $3.21K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 211 | $3.39K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 219 | $3.52K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 224 | $3.60K | 0.00% | +69+44.5% | Added |
| Investors Research Corp | 233 | $3.74K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 317 | $5.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 342 | $5.00K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 351 | $5.63K | 0.00% | +29+9.0% | Added |
| TD Waterhouse Canada Inc. | 373 | $5.94K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 375 | $6.02K | 0.01% | +375 | New |
| Earnest Partners LLC | 376 | $6.04K | 0.00% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 400 | $6.42K | 0.00% | +367+1,112.1% | Added |
| MV Capital Management, Inc. | 401 | $6.44K | 0.00% | +16+4.2% | Added |
| Farmers & Merchants Investments Inc | 415 | $6.66K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 435 | $6.98K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 435 | $6.98K | 0.00% | +115+35.9% | Added |
| Massmutual Trust Co FSB | 445 | $7.00K | 0.00% | −230−34.1% | Reduced |
| Lindbrook Capital, LLC | 481 | $7.72K | 0.00% | −523−52.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 485 | $7.78K | 0.00% | +485 | New |
| Neo Ivy Capital Management | 468 | $8.00K | 0.01% | −12,708−96.4% | Reduced |
| Smithfield Trust Co | 541 | $8.00K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 511 | $8.00K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 535 | $8.59K | 0.01% | +535 | New |
| TCI Wealth Advisors, Inc. | 536 | $8.60K | 0.00% | −112−17.3% | Reduced |
| Whittier Trust Co | 537 | $8.61K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 543 | $8.89K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 543 | $9.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 574 | $9.21K | 0.00% | +574 | New |
| RFP Financial Group LLC | 587 | $9.42K | 0.00% | +587 | New |
| First Horizon Advisors, Inc. | 648 | $10.4K | 0.00% | +648 | New |
| Carmichael Hill & Associates, Inc. | 678 | $10.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 700 | $11.2K | 0.00% | −34−4.6% | Reduced |
| Global Retirement Partners, LLC | 712 | $11.4K | 0.00% | +10+1.4% | Added |
| Clear Street Markets LLC | 722 | $12.0K | 0.00% | −175−19.5% | Reduced |
| Covestor Ltd | 729 | $12.0K | 0.01% | −133−15.4% | Reduced |
| Peregrine Capital Management LLC | 790 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 826 | $13.0K | 0.00% | +18+2.2% | Added |
| DecisionPoint Financial, LLC | 815 | $13.1K | 0.01% | +815 | New |
| Allworth Financial LP | 826 | $13.3K | 0.00% | +535+183.8% | Added |
| Accurate Wealth Management, LLC | 868 | $14.3K | 0.01% | +868 | New |
| Hexagon Capital Partners LLC | 900 | $14.4K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 901 | $14.5K | 0.01% | +639+243.9% | Added |
| Zions Bancorporation, N.A. | 947 | $15.2K | 0.00% | −250−20.9% | Reduced |
| Farther Finance Advisors, LLC | 975 | $15.6K | 0.01% | +975 | New |
| Anchor Investment Management, LLC | 1,000 | $16.1K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 1,126 | $18.1K | 0.00% | +1,126 | New |
| First Manhattan Co | 1,170 | $18.8K | 0.00% | +234+25.0% | Added |
| Harvest Fund Management Co., Ltd | 1,163 | $19.0K | 0.00% | −984−45.8% | Reduced |
| Old North State Trust, LLC | 1,200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 1,239 | $20.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,302 | $20.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,301 | $21.0K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,357 | $21.8K | 0.01% | +1,357 | New |
| Coppell Advisory Solutions Corp. | 1,357 | $21.8K | 0.01% | +1,357 | New |
| High Net Worth Advisory Group LLC | 1,500 | $24.1K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,548 | $24.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,617 | $25.0K | 0.00% | +795+96.7% | Added |
| Parkside Financial Bank & Trust | 1,615 | $25.9K | 0.01% | +101+6.7% | Added |