| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 1 | $282 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 5 | $341 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 5 | $637 | 0.00% | +5 | New |
| Albion Financial Group | 6 | $765 | 0.00% | −13−68.4% | Reduced |
| Tfo-TDC, LLC | 8 | $1.02K | 0.00% | −8−50.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $1.12K | 0.00% | +8 | New |
| Northwest Capital Management Inc | 10 | $1.27K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12 | $1.50K | 0.00% | +1+9.1% | Added |
| Carolinas Wealth Consulting LLC | 12 | $1.56K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 13 | $1.66K | 0.00% | +13 | New |
| Kelly Financial Services LLC | 14 | $1.78K | 0.00% | −1−6.7% | Reduced |
| Rothschild Investment LLC | 15 | $1.91K | 0.00% | +15 | New |
| Beaird Harris Wealth Management, LLC | 16 | $2.04K | 0.00% | +16 | New |
| Able Wealth Management LLC | 20 | $2.55K | 0.00% | +20 | New |
| Jones Financial Companies LLLP | 21 | $2.67K | 0.00% | +21 | New |
| Westside Investment Management, Inc. | 21 | $2.67K | 0.00% | +21 | New |
| Planning Capital Management Corp | 22 | $2.80K | 0.00% | +22 | New |
| Moisand Fitzgerald Tamayo, LLC | 23 | $2.93K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 24 | $3.00K | 0.00% | +5+26.3% | Added |
| Abich Financial Wealth Management LLC | 24 | $3.06K | 0.00% | +24 | New |
| JJJ Advisors Inc. | 25 | $3.19K | 0.00% | −45−64.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 25 | $3.19K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 25 | $3.19K | 0.00% | +25 | New |
| Arlington Trust Co LLC | 26 | $3.31K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 30 | $3.82K | 0.00% | +30 | New |
| DiNuzzo Private Wealth, Inc. | 32 | $4.08K | 0.00% | +32 | New |
| Cape Investment Advisory, Inc. | 37 | $4.71K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 37 | $4.76K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 39 | $4.97K | 0.00% | −10−20.4% | Reduced |
| Caitlin John, LLC | 39 | $4.97K | 0.00% | +39 | New |
| Frazier Financial Advisors, LLC | 41 | $5.22K | 0.00% | +41 | New |
| Exchange Traded Concepts, LLC | 42 | $5.35K | 0.00% | −2,589−98.4% | Reduced |
| True Wealth Design, LLC | 42 | $5.35K | 0.00% | −1−2.3% | Reduced |
| Abound Wealth Management | 47 | $5.99K | 0.00% | +47 | New |
| RFP Financial Group LLC | 47 | $5.99K | 0.00% | +47 | New |
| AdvisorNet Financial, Inc | 48 | $6.12K | 0.00% | +6+14.3% | Added |
| Valued Wealth Advisors LLC | 49 | $6.24K | 0.01% | +49 | New |
| USA Financial Portformulas Corp | 54 | $6.88K | 0.00% | −881−94.2% | Reduced |
| SJS Investment Consulting Inc. | 54 | $6.88K | 0.00% | +5+10.2% | Added |
| Hantz Financial Services, Inc. | 60 | $8.00K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 65 | $8.28K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 65 | $8.28K | 0.00% | +65 | New |
| Quarry LP | 67 | $8.54K | 0.00% | +18+36.7% | Added |
| Tyler-Stone Wealth Management | 79 | $10.1K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 87 | $11.1K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 87 | $11.1K | 0.00% | +87 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 88 | $11.2K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 92 | $11.8K | 0.00% | +2+2.2% | Added |
| Mark Sheptoff Financial Planning, LLC | 100 | $12.7K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 102 | $13.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 114 | $14.5K | 0.00% | +60+111.1% | Added |
| Bell Investment Advisors, Inc | 121 | $15.4K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 125 | $15.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 131 | $16.7K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 133 | $16.9K | 0.01% | +133 | New |
| Venturi Wealth Management, LLC | 134 | $17.1K | 0.00% | +3+2.3% | Added |
| Liberty One Investment Management, LLC | 134 | $17.1K | 0.00% | +134 | New |
| Glassman Wealth Services | 135 | $17.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 138 | $17.6K | 0.00% | +7+5.3% | Added |
| Sittner & Nelson, LLC | 150 | $19.1K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 152 | $19.4K | 0.00% | −177−53.8% | Reduced |
| Loomis Sayles & Co L P | 154 | $20.0K | 0.00% | +67+77.0% | Added |
| Promethos Capital, LLC | 160 | $20.4K | 0.01% | +160 | New |
| Harbour Investments, Inc. | 161 | $20.5K | 0.00% | +54+50.5% | Added |
| Private Trust Co NA | 169 | $21.5K | 0.00% | −4−2.3% | Reduced |
| West Oak Capital, LLC | 175 | $22.0K | 0.01% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 174 | $22.0K | 0.00% | −3−1.7% | Reduced |
| Blue Bell Private Wealth Management, LLC | 179 | $22.8K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 180 | $22.9K | 0.00% | −6−3.2% | Reduced |
| LGT Financial Advisors LLC | 189 | $24.1K | 0.03% | −39−17.1% | Reduced |
| Community Bank, N.A. | 200 | $25.5K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 200 | $25.5K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 200 | $25.5K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 202 | $25.7K | 0.02% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 214 | $27.3K | 0.00% | +42+24.4% | Added |
| Hexagon Capital Partners LLC | 219 | $27.9K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 223 | $28.4K | 0.02% | −142−38.9% | Reduced |
| Alaska Permanent Fund Corp | 230 | $29.3K | 0.00% | +230 | New |
| Armstrong Advisory Group, Inc | 245 | $31.2K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 250 | $31.9K | 0.01% | +250 | New |
| CVA Family Office, LLC | 280 | $35.7K | 0.01% | +280 | New |
| Valley National Advisers Inc | 285 | $36.0K | 0.01% | +285 | New |
| EntryPoint Capital, LLC | 314 | $40.0K | 0.04% | +314 | New |
| Rakuten Investment Management, Inc. | 319 | $40.8K | 0.00% | +319 | New |
| Neo Ivy Capital Management | 328 | $42.0K | 0.09% | −8,288−96.2% | Reduced |
| Proequities, Inc. | 373 | $47.5K | 0.00% | +49+15.1% | Added |
| St Germain D J Co Inc | 380 | $48.4K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 400 | $51.0K | 0.00% | +400 | New |
| Leonteq Securities AG | 400 | $51.0K | 0.01% | +400 | New |
| Mendota Financial Group, LLC | 405 | $51.6K | 0.04% | −525−56.5% | Reduced |
| Allworth Financial LP | 406 | $51.7K | 0.00% | +358+745.8% | Added |
| Massmutual Trust Co FSB | 425 | $54.1K | 0.00% | +6+1.4% | Added |
| Global Retirement Partners, LLC | 442 | $55.4K | 0.00% | −276−38.4% | Reduced |
| Smartleaf Asset Management LLC | 461 | $58.0K | 0.02% | +461 | New |
| Cullen/Frost Bankers, Inc. | 500 | $63.7K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 510 | $65.0K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 518 | $66.0K | 0.04% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 566 | $72.1K | 0.01% | +111+24.4% | Added |
