| Valued Wealth Advisors LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Y.D. More Investments Ltd | 106 | $21 | 0.00% | +106 | New |
| WestEnd Advisors, LLC | 1 | $75 | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 1 | $75 | 0.00% | +1 | New |
| Harbor Investment Advisory, LLC | 3 | $224 | 0.00% | +3 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $298 | 0.00% | −78−95.1% | Reduced |
| Cape Investment Advisory, Inc. | 4 | $302 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $374 | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 5 | $374 | 0.00% | +5 | New |
| NVWM, LLC | 5 | $374 | 0.00% | +5 | New |
| Redwood Wealth Management Group, LLC | 5 | $374 | 0.00% | +5 | New |
| Larson Financial Group LLC | 6 | $448 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 6 | $448 | 0.00% | +2+50.0% | Added |
| Riggs Asset Managment Co. Inc. | 6 | $449 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $527 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 7 | $548 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 8 | $598 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 8 | $598 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 9 | $673 | 0.00% | +9 | New |
| Hexagon Capital Partners LLC | 11 | $823 | 0.00% | +11 | New |
| Atlas Capital Advisors LLC | 12 | $897 | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 12 | $897 | 0.00% | +12 | New |
| Penserra Capital Management LLC | 18 | $1.00K | 0.00% | +12+200.0% | Added |
| Dunhill Financial, LLC | 16 | $1.19K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 16 | $1.20K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 16 | $1.20K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 17 | $1.27K | 0.00% | −18−51.4% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 18 | $1.34K | 0.00% | +18 | New |
| MCF Advisors LLC | 19 | $1.42K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 23 | $1.72K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 25 | $1.87K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 25 | $1.87K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 39 | $2.00K | 0.00% | +14+56.0% | Added |
| Cornerstone Planning Group LLC | 28 | $2.13K | 0.00% | +28 | New |
| Aspect Partners, LLC | 29 | $2.17K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 32 | $2.39K | 0.00% | −4−11.1% | Reduced |
| Park Place Capital Corp | 32 | $2.39K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 35 | $2.62K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 35 | $2.62K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 38 | $2.84K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 38 | $2.84K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 49 | $3.66K | 0.00% | +7+16.7% | Added |
| SJS Investment Consulting Inc. | 51 | $3.81K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 52 | $3.89K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 53 | $3.96K | 0.00% | +53 | New |
| Financial Management Professionals, Inc. | 52 | $4.00K | 0.00% | −33−38.8% | Reduced |
| GW&K Investment Management, LLC | 53 | $4.00K | 0.00% | −4−7.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 58 | $4.33K | 0.00% | −600−91.2% | Reduced |
| McIlrath & Eck, LLC | 61 | $4.56K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 61 | $4.56K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 61 | $4.56K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 62 | $4.63K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 71 | $5.31K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 77 | $5.75K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 79 | $5.90K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 80 | $5.98K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 81 | $6.05K | 0.00% | +32+65.3% | Added |
| Asset Dedication, LLC | 85 | $6.35K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 85 | $6.35K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 94 | $7.03K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $7.47K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 121 | $9.04K | 0.01% | +121 | New |
| Rothschild Investment LLC | 123 | $9.19K | 0.00% | +5+4.2% | Added |
| CVA Family Office, LLC | 130 | $9.72K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 139 | $10.4K | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 153 | $11.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 159 | $11.9K | 0.00% | −2−1.2% | Reduced |
| Sachetta, LLC | 151 | $12.2K | 0.01% | +8+5.6% | Added |
| Tyler-Stone Wealth Management | 175 | $13.1K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 179 | $13.4K | 0.00% | +1+0.6% | Added |
| IFP Advisors, Inc | 179 | $13.4K | 0.00% | +36+25.2% | Added |
| Catalyst Funds Management Pty Ltd | 200 | $14.9K | 0.00% | +200 | New |
| Beacon Capital Management, LLC | 204 | $15.2K | 0.00% | +1+0.5% | Added |
| Huntington National Bank | 206 | $15.4K | 0.00% | +31+17.7% | Added |
| Meeder Asset Management Inc | 207 | $15.5K | 0.00% | −770−78.8% | Reduced |
| Global Retirement Partners, LLC | 232 | $17.4K | 0.00% | +9+4.0% | Added |
| Riverview Trust Co | 239 | $17.9K | 0.02% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 240 | $18.5K | 0.01% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 254 | $19.0K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 272 | $20.3K | 0.00% | −48−15.0% | Reduced |
| Fortitude Family Office, LLC | 296 | $22.1K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 300 | $22.4K | 0.01% | −10−3.2% | Reduced |
| North Star Investment Management Corp. | 300 | $22.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 307 | $22.8K | 0.00% | +178+138.0% | Added |
| Quent Capital, LLC | 310 | $23.2K | 0.00% | +1+0.3% | Added |
| Quarry LP | 312 | $23.3K | 0.01% | +271+661.0% | Added |
| Abich Financial Wealth Management LLC | 320 | $23.9K | 0.02% | +320 | New |
| GHP Investment Advisors, Inc. | 375 | $28.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 375 | $28.0K | 0.01% | +266+244.0% | Added |
| Assetmark, Inc | 382 | $28.6K | 0.00% | +272+247.3% | Added |
| Parkside Financial Bank & Trust | 394 | $29.4K | 0.00% | −1−0.3% | Reduced |
| Center for Financial Planning, Inc. | 400 | $29.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 400 | $29.9K | 0.00% | +400 | New |
| Deseret Mutual Benefit Administrators | 406 | $30.3K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 420 | $31.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 466 | $34.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 472 | $35.3K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 476 | $35.6K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 480 | $35.9K | 0.01% | 00.0% | Unchanged |