| Cloud Capital Management, LLC | 1 | $0 | 0.00% | +1 | New |
| Transamerica Financial Advisors, Inc. | 1 | $122 | 0.00% | +1 | New |
| American Capital Advisory, LLC | 1 | $123 | 0.00% | −1−50.0% | Reduced |
| Medallion Wealth Advisors, LLC | 4 | $490 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $490 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 5 | $612 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $612 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 6 | $734 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $735 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7 | $857 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $857 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 7 | $857 | 0.00% | +1+16.7% | Added |
| Atlantic Trust, LLC | 8 | $980 | 0.00% | +4+100.0% | Added |
| Roble, Belko & Company, Inc | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $1.22K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 10 | $1.23K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 13 | $1.59K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 14 | $1.71K | 0.00% | +4+40.0% | Added |
| Golden State Wealth Management, LLC | 15 | $1.84K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 15 | $1.84K | 0.00% | +15 | New |
| Sunbelt Securities, Inc. | 16 | $1.96K | 0.00% | −679−97.7% | Reduced |
| Princeton Global Asset Management LLC | 16 | $1.96K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 16 | $1.96K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 17 | $2.07K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 17 | $2.08K | 0.00% | +12+240.0% | Added |
| Prestige Wealth Management Group LLC | 19 | $2.33K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 22 | $2.69K | 0.00% | +22 | New |
| Turning Point Benefit Group, Inc. | 23 | $2.81K | 0.00% | +23 | New |
| Mather Group, LLC. | 24 | $2.94K | 0.00% | +24 | New |
| T. Rowe Price Investment Management, Inc. | 24 | $3.00K | 0.00% | +24 | New |
| MV Capital Management, Inc. | 25 | $3.06K | 0.00% | +25 | New |
| Bullock Wealth Management Group | 26 | $3.14K | 0.00% | +1+4.0% | Added |
| Johnson Financial Group, Inc. | 26 | $3.18K | 0.00% | +26 | New |
| Capital Advisors, Ltd. LLC | 31 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 38 | $4.65K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 40 | $4.90K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 40 | $4.90K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 42 | $5.14K | 0.00% | −40−48.8% | Reduced |
| Westfuller Advisors, LLC | 45 | $5.47K | 0.00% | +45 | New |
| Country Trust Bank | 48 | $5.88K | 0.00% | +48 | New |
| Bogart Wealth, LLC | 50 | $6.12K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 50 | $6.12K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 56 | $6.86K | 0.00% | +56 | New |
| LGT Financial Advisors LLC | 58 | $7.05K | 0.02% | +1+1.8% | Added |
| Parkside Financial Bank & Trust | 62 | $7.59K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 63 | $7.71K | 0.00% | −218−77.6% | Reduced |
| Strengthening Families & Communities, LLC | 68 | $8.33K | 0.00% | +68 | New |
| New England Capital Financial Advisors LLC | 70 | $8.57K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 75 | $9.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 75 | $9.18K | 0.00% | +2+2.7% | Added |
| Harbor Investment Advisory, LLC | 80 | $9.79K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 84 | $10.3K | 0.01% | +84 | New |
| Private Wealth Management Group, LLC | 91 | $11.1K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 91 | $11.2K | 0.00% | +4+4.6% | Added |
| GHP Investment Advisors, Inc. | 92 | $11.3K | 0.00% | 00.0% | Unchanged |
| American Wealth Advisors, LLC | 93 | $11.3K | 0.01% | +93 | New |
| Whittier Trust Co | 95 | $11.7K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 100 | $11.8K | 0.00% | −214−68.2% | Reduced |
| Wiser Advisor Group LLC | 103 | $12.6K | 0.02% | +103 | New |
| GW&K Investment Management, LLC | 106 | $13.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 110 | $13.5K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 110 | $13.5K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 121 | $14.8K | 0.01% | −22−15.4% | Reduced |
| Sterling Capital Management LLC | 133 | $16.3K | 0.00% | +1+0.8% | Added |
| Ronald Blue Trust, Inc. | 135 | $16.6K | 0.00% | +1+0.7% | Added |
| Parvin Asset Management, LLC | 136 | $16.6K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 139 | $17.0K | 0.00% | +10+7.8% | Added |
| Montag A & Associates Inc | 141 | $17.3K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 150 | $18.4K | 0.00% | −110−42.3% | Reduced |
| Concord Wealth Partners | 155 | $19.0K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 158 | $19.3K | 0.00% | −129−44.9% | Reduced |
| Ossiam | 160 | $19.6K | 0.00% | −529−76.8% | Reduced |
| Brookfield Asset Management Inc. | 163 | $20.0K | 0.00% | +163 | New |
| Geneos Wealth Management Inc. | 169 | $20.7K | 0.00% | −86−33.7% | Reduced |
| Cornerstone Planning Group LLC | 183 | $21.3K | 0.00% | +112+157.7% | Added |
| Hurley Capital, LLC | 175 | $21.4K | 0.01% | +2+1.2% | Added |
| BankPlus Trust Department | 177 | $21.7K | 0.01% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 181 | $22.2K | 0.00% | +151+503.3% | Added |
| GPS Wealth Strategies Group, LLC | 191 | $23.4K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 204 | $25.0K | 0.01% | −4−1.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 209 | $25.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 212 | $26.0K | 0.00% | +212 | New |
| Larson Financial Group LLC | 214 | $26.2K | 0.00% | −505−70.2% | Reduced |
| Alpine Bank Wealth Management | 219 | $26.8K | 0.00% | +219 | New |
| Whittier Trust Co of Nevada Inc | 218 | $26.9K | 0.00% | −1−0.5% | Reduced |
| Covestor Ltd | 235 | $29.0K | 0.02% | +39+19.9% | Added |
| Addison Advisors LLC | 240 | $29.4K | 0.01% | 00.0% | Unchanged |
| Credit Industriel Et Commercial | 248 | $30.4K | 0.00% | −49−16.5% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 250 | $30.6K | 0.01% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 252 | $30.9K | 0.00% | −29−10.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 268 | $32.8K | 0.02% | +268 | New |
| Truvestments Capital LLC | 275 | $33.6K | 0.01% | −43−13.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 281 | $34.4K | 0.01% | 00.0% | Unchanged |
| 1248 Management, LLC | 303 | $37.1K | 0.02% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 319 | $39.1K | 0.01% | +319 | New |
| Massmutual Trust Co FSB | 335 | $41.0K | 0.00% | −21−5.9% | Reduced |
| Gen-Wealth Partners Inc | 354 | $43.3K | 0.01% | −62−14.9% | Reduced |
| Ransom Advisory, Ltd | 360 | $44.1K | 0.02% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 370 | $45.3K | 0.00% | −38−9.3% | Reduced |
