| Sound Income Strategies, LLC | 1 | $129 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $131 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $131 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 3 | $392 | 0.00% | +3 | New |
| Nemes Rush Group LLC | 4 | $523 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 4 | $523 | 0.00% | 00.0% | Unchanged |
| Nvest Wealth Strategies, Inc. | 4 | $524 | 0.00% | +4 | New |
| Godfrey Financial Associates, Inc. | 5 | $654 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 5 | $655 | 0.00% | −2−28.6% | Reduced |
| Rhumbline Advisers | 7 | $915 | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 7 | $1.00K | 0.00% | +6+600.0% | Added |
| Horizon Investments, LLC | 8 | $1.05K | 0.00% | +8 | New |
| Private Wealth Asset Management, LLC | 10 | $1.31K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 11 | $1.44K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 11 | $1.44K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 13 | $1.72K | 0.00% | +13 | New |
| Rothschild Investment LLC | 14 | $1.86K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 15 | $1.96K | 0.00% | +15 | New |
| JNBA Financial Advisors | 16 | $2.09K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 17 | $2.22K | 0.00% | +17 | New |
| Kilter Group LLC | 20 | $2.62K | 0.00% | +16+400.0% | Added |
| Aventura Private Wealth, LLC | 25 | $3.27K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 25 | $3.28K | 0.00% | +25 | New |
| Advisory Services Network, LLC | 27 | $3.51K | 0.00% | +27 | New |
| Cornerstone Financial Management LLC | 27 | $3.53K | 0.00% | +4+17.4% | Added |
| Raleigh Capital Management Inc. | 28 | $3.66K | 0.00% | +28 | New |
| Bruce G. Allen Investments, LLC | 29 | $3.79K | 0.00% | −4−12.1% | Reduced |
| True Wealth Design, LLC | 32 | $4.19K | 0.00% | +17+113.3% | Added |
| Bare Financial Services, Inc | 34 | $4.45K | 0.00% | +10+41.7% | Added |
| North Star Investment Management Corp. | 39 | $5.10K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 40 | $5.23K | 0.00% | −22−35.5% | Reduced |
| GoalVest Advisory LLC | 40 | $5.23K | 0.00% | +40 | New |
| Osbon Capital Management LLC | 45 | $5.89K | 0.00% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ballast Advisors LLC | 48 | $6.28K | 0.00% | +48 | New |
| Grove Bank & Trust | 50 | $6.54K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 50 | $6.54K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 50 | $6.54K | 0.01% | +50 | New |
| Bogart Wealth, LLC | 54 | $7.06K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $7.33K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 56 | $7.34K | 0.00% | +56 | New |
| Parkside Financial Bank & Trust | 61 | $7.98K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 62 | $8.11K | 0.00% | +62 | New |
| Brown, Lisle/Cummings, Inc. | 62 | $8.11K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 64 | $8.37K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 66 | $8.63K | 0.00% | +66 | New |
| First Pacific Financial | 71 | $9.29K | 0.00% | +71 | New |
| Gen-Wealth Partners Inc | 72 | $9.42K | 0.00% | +72 | New |
| Geneos Wealth Management Inc. | 86 | $11.3K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 87 | $11.4K | 0.00% | −4−4.4% | Reduced |
| Umb Bank N A | 100 | $13.1K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 103 | $13.5K | 0.00% | +10+10.8% | Added |
| Harvest Fund Management Co., Ltd | 111 | $14.0K | 0.00% | +111 | New |
| MJT & Associates Financial Advisory Group, Inc. | 116 | $15.2K | 0.01% | −145−55.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 124 | $16.2K | 0.00% | +124 | New |
| Capital Analysts, LLC | 155 | $20.0K | 0.00% | −236−60.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 153 | $20.0K | 0.00% | −2−1.3% | Reduced |
| Longview Financial Advisors, Inc. | 158 | $20.7K | 0.01% | +158 | New |
| Fifth Third Bancorp | 161 | $21.1K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 167 | $21.8K | 0.00% | −126−43.0% | Reduced |
| Harbour Investments, Inc. | 249 | $32.6K | 0.00% | +140+128.4% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 250 | $32.7K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 332 | $37.2K | 0.02% | +332 | New |
| McMillan Office, Inc. | 300 | $39.2K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 331 | $43.5K | 0.00% | +119+56.1% | Added |
| Massmutual Trust Co FSB | 345 | $45.1K | 0.00% | −101−22.6% | Reduced |
| WealthCollab, LLC | 347 | $45.4K | 0.02% | 00.0% | Unchanged |
| Sawyer & Company, Inc | 362 | $47.4K | 0.02% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 426 | $55.6K | 0.01% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 428 | $55.9K | 0.01% | +3+0.7% | Added |
| Eastern Bank | 500 | $65.4K | 0.00% | +493+7,042.9% | Added |
| Brown Brothers Harriman & Co | 502 | $65.7K | 0.00% | −13,500−96.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 540 | $70.6K | 0.02% | −220−28.9% | Reduced |
| Smartleaf Asset Management LLC | 551 | $71.4K | 0.00% | +20+3.8% | Added |
| AdvisorNet Financial, Inc | 575 | $75.2K | 0.00% | −834−59.2% | Reduced |
| Measured Wealth Private Client Group, LLC | 600 | $78.5K | 0.02% | 00.0% | Unchanged |
| BNP Paribas | 600 | $78.6K | 0.00% | −500−45.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 619 | $80.9K | 0.00% | +130+26.6% | Added |
| Evelyn Partners Investment Management LLP | 630 | $82.4K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 647 | $84.6K | 0.00% | −913−58.5% | Reduced |
| Assetmark, Inc | 665 | $86.9K | 0.00% | +12+1.8% | Added |
| Spire Wealth Management | 733 | $95.8K | 0.00% | −36−4.7% | Reduced |
| Washington Trust Advisors, Inc. | 780 | $102.0K | 0.01% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 792 | $103.6K | 0.00% | −542−40.6% | Reduced |
| SHP Wealth Management | 868 | $113.6K | 0.01% | +5+0.6% | Added |
| Tacita Capital Inc | 1,027 | $134.1K | 0.08% | +171+20.0% | Added |
| Cromwell Holdings LLC | 1,141 | $150.0K | 0.08% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,182 | $154.6K | 0.00% | +778+192.6% | Added |
| GeoWealth Management, LLC | 1,257 | $164.6K | 0.01% | +1,257 | New |
| Oakworth Capital, Inc. | 1,300 | $170.1K | 0.01% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 1,300 | $170.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 1,308 | $171.0K | 0.00% | −39−2.9% | Reduced |
| Atlantic Union Bankshares Corp | 1,358 | $177.7K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 1,434 | $187.6K | 0.04% | −8−0.6% | Reduced |
| CWM, LLC | 1,442 | $188.7K | 0.00% | −925−39.1% | Reduced |
| West Michigan Advisors, LLC | 1,537 | $202.0K | 0.04% | +1,537 | New |
| Sigma Planning Corp | 1,588 | $207.7K | 0.01% | +1,588 | New |
| Great Valley Advisor Group, Inc. | 1,606 | $210.1K | 0.00% | +1,606 | New |
| Pure Financial Advisors, Inc. | 1,620 | $211.9K | 0.00% | +1,620 | New |
| Syverson Strege & Co | 1,629 | $213.1K | 0.05% | +1,629 | New |