| Capital Advisors, Ltd. LLC | 14 | $0 | 0.00% | −168−92.3% | Reduced |
| Pacer Advisors, Inc. | 9 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 2 | $0 | 0.00% | +2 | New |
| Darwin Advisors, LLC | 0 | $29 | 0.00% | 0 | New |
| Raffa Wealth Management, LLC | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $33 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $35 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 2 | $65 | 0.00% | +2 | New |
| Essential Partners LLC | 4 | $130 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 5 | $162 | 0.00% | +2+66.7% | Added |
| 3 Factor Indexing, LLC | 5 | $163 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 6 | $195 | 0.00% | +6 | New |
| HFM Investment Advisors, LLC | 6 | $195 | 0.00% | +6 | New |
| Cordant, Inc. | 7 | $223 | 0.00% | +7 | New |
| Financial Consulate, Inc | 7 | $228 | 0.00% | +7 | New |
| Creative Capital Management Investments LLC | 9 | $292 | 0.00% | +9 | New |
| Davis Capital Management | 10 | $324 | 0.00% | −2−16.7% | Reduced |
| Stone House Investment Management, LLC | 11 | $357 | 0.00% | +11 | New |
| Quarry LP | 12 | $389 | 0.00% | −2,037−99.4% | Reduced |
| Mascoma Wealth Management LLC | 14 | $454 | 0.00% | +14 | New |
| CoreCap Advisors, LLC | 14 | $454 | 0.00% | +14 | New |
| Bell Investment Advisors, Inc | 16 | $519 | 0.00% | −128−88.9% | Reduced |
| Hughes Financial Services, LLC | 17 | $551 | 0.00% | +11+183.3% | Added |
| DiNuzzo Private Wealth, Inc. | 18 | $584 | 0.00% | +11+157.1% | Added |
| Fountainhead AM, LLC | 19 | $616 | 0.00% | +19 | New |
| Bay Harbor Wealth Management, LLC | 20 | $649 | 0.00% | +14+233.3% | Added |
| Quaker Wealth Management, LLC | 21 | $682 | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 23 | $746 | 0.00% | −116−83.5% | Reduced |
| Sunrise Financial Services, LLC | 24 | $778 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 26 | $843 | 0.00% | −398−93.9% | Reduced |
| Rialto Wealth Management, LLC | 26 | $844 | 0.00% | +7+36.8% | Added |
| LRI Investments, LLC | 28 | $908 | 0.00% | −170−85.9% | Reduced |
| Activest Wealth Management | 28 | $908 | 0.00% | +28 | New |
| SHP Wealth Management | 30 | $965 | 0.00% | −15−33.3% | Reduced |
| Battery Global Advisors, LLC | 30 | $973 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $1.10K | 0.00% | −22−40.0% | Reduced |
| Tradewinds Capital Management, LLC | 40 | $1.30K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 44 | $1.43K | 0.00% | +7+18.9% | Added |
| Proathlete Wealth Management LLC | 47 | $1.52K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 49 | $1.59K | 0.00% | +49 | New |
| Toth Financial Advisory Corp | 50 | $1.62K | 0.00% | +50 | New |
| Silver Grove Financial Group, Inc. | 50 | $1.62K | 0.00% | +50 | New |
| Aventura Private Wealth, LLC | 51 | $1.65K | 0.00% | +51 | New |
| Strategic Wealth Advisors LLC | 82 | $2.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 62 | $2.01K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 63 | $2.04K | 0.00% | +63 | New |
| South State Corp. | 64 | $2.08K | 0.00% | −3−4.5% | Reduced |
| Purpose Unlimited Inc. | 65 | $2.11K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 66 | $2.14K | 0.00% | +34+106.3% | Added |
| MV Capital Management, Inc. | 67 | $2.17K | 0.00% | +8+13.6% | Added |
| Smartleaf Asset Management LLC | 68 | $2.18K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 68 | $2.21K | 0.00% | +51+300.0% | Added |
| JPL Wealth Management, LLC | 68 | $2.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 75 | $2.43K | 0.00% | −15−16.7% | Reduced |
| Transamerica Financial Advisors, Inc. | 83 | $2.69K | 0.00% | +18+27.7% | Added |
| Cromwell Holdings LLC | 91 | $2.95K | 0.00% | +36+65.5% | Added |
| Prestige Wealth Management Group LLC | 94 | $3.05K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 98 | $3.18K | 0.00% | −5−4.9% | Reduced |
| NBC Securities, Inc. | 98 | $3.18K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 100 | $3.24K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 100 | $3.24K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 105 | $3.37K | 0.00% | +105 | New |
| Manchester Capital Management LLC | 115 | $3.73K | 0.00% | −21−15.4% | Reduced |
| Harbour Investments, Inc. | 117 | $3.79K | 0.00% | +90+333.3% | Added |
| Strive Financial Group ,LLC | 120 | $3.89K | 0.00% | −267−69.0% | Reduced |
| Principia Wealth Advisory, LLC | 121 | $3.92K | 0.00% | +6+5.2% | Added |
| Peregrine Capital Management LLC | 122 | $3.96K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 124 | $4.00K | 0.00% | −2−1.6% | Reduced |
| Marquette Asset Management, LLC | 124 | $4.02K | 0.00% | −135−52.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 140 | $4.54K | 0.00% | +101+259.0% | Added |
| Private Wealth Management Group, LLC | 150 | $4.87K | 0.00% | +131+689.5% | Added |
| SJS Investment Consulting Inc. | 155 | $5.03K | 0.00% | +7+4.7% | Added |
| North Star Investment Management Corp. | 174 | $5.64K | 0.00% | −20−10.3% | Reduced |
| Whittier Trust Co | 151 | $5.66K | 0.00% | +51+51.0% | Added |
| Rossby Financial, LCC | 178 | $5.77K | 0.00% | −35−16.4% | Reduced |
| Trust Co of Toledo NA | 190 | $6.16K | 0.00% | +190 | New |
| Catalyst Capital Advisors LLC | 200 | $6.49K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 205 | $6.65K | 0.00% | −339,288−99.9% | Reduced |
| Sachetta, LLC | 215 | $6.97K | 0.00% | +215 | New |
| Whittier Trust Co of Nevada Inc | 192 | $6.98K | 0.00% | +192 | New |
| UMA Financial Services, Inc. | 232 | $7.52K | 0.00% | +156+205.3% | Added |
| AdvisorNet Financial, Inc | 245 | $7.95K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 280 | $9.08K | 0.00% | −90−24.3% | Reduced |
| Bogart Wealth, LLC | 305 | $9.89K | 0.00% | +254+498.0% | Added |
| Institute for Wealth Management, LLC. | 305 | $9.89K | 0.00% | +305 | New |
| Private Trust Co NA | 309 | $10.0K | 0.00% | +275+808.8% | Added |
| Zions Bancorporation, National Association | 312 | $10.1K | 0.00% | +89+39.9% | Added |
| Silicon Valley Capital Partners | 324 | $10.5K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 430 | $13.9K | 0.00% | −135−23.9% | Reduced |
| Massmutual Trust Co FSB | 459 | $14.9K | 0.00% | +67+17.1% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 466 | $15.1K | 0.01% | 00.0% | Unchanged |
| Financially Speaking Inc | 500 | $15.8K | 0.08% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 490 | $15.9K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 503 | $16.3K | 0.00% | −9−1.8% | Reduced |
| Buck Wealth Strategies, LLC | 574 | $18.6K | 0.00% | +574 | New |
| Clearstead Advisors, LLC | 600 | $19.5K | 0.00% | −13,542−95.8% | Reduced |
| Keystone Financial Group, Inc. | 600 | $19.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 614 | $19.9K | 0.00% | −125−16.9% | Reduced |
| Ulland Investment Advisors, LLC | 630 | $20.0K | 0.01% | −500−44.2% | Reduced |
| Avalon Trust Co | 632 | $20.5K | 0.00% | 00.0% | Unchanged |
