| Lloyd Advisory Services, LLC. | 0 | $3 | 0.00% | 0 | New |
| Kingdom Financial Group LLC. | 0 | $3 | 0.00% | 0 | New |
| Freestone Grove Partners LP | 1 | $38 | 0.00% | −84,932−100.0% | Reduced |
| Godfrey Financial Associates, Inc. | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 1 | $38 | 0.00% | +1 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 2 | $75 | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 2 | $76 | 0.00% | +2 | New |
| Atwood & Palmer Inc | 5 | $188 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $188 | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 6 | $225 | 0.00% | +6 | New |
| Retirement Wealth Solutions LLC | 6 | $226 | 0.00% | +6 | New |
| Rossby Financial, LCC | 6 | $229 | 0.00% | −100−94.3% | Reduced |
| Hurley Capital, LLC | 7 | $263 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 8 | $301 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 8 | $302 | 0.00% | −1,332−99.4% | Reduced |
| Tradewinds Capital Management, LLC | 10 | $376 | 0.00% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 10 | $376 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 11 | $405 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 11 | $427 | 0.00% | +11 | New |
| Colonial Trust Co | 12 | $451 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 12 | $476 | 0.00% | −9−42.9% | Reduced |
| Seneschal Advisors, LLC | 13 | $489 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 14 | $526 | 0.00% | +14 | New |
| Signature Equity Partners, LLC | 14 | $526 | 0.00% | +14 | New |
| Parallax Volatility Advisers, L.P. | 15 | $564 | 0.00% | −246,153−100.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $601 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 15 | $627 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 16 | $630 | 0.00% | −1−5.9% | Reduced |
| Aspect Partners, LLC | 17 | $639 | 0.00% | −3−15.0% | Reduced |
| Essential Partners LLC | 18 | $676 | 0.00% | +14+350.0% | Added |
| Birchbrook, Inc. | 19 | $714 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 20 | $751 | 0.00% | 00.0% | Unchanged |
| Three Bearings Fiduciary Advisors, Inc. | 20 | $755 | 0.00% | 00.0% | Unchanged |
| Midwest Capital Advisors, LLC | 21 | $797 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 22 | $827 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 22 | $827 | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 22 | $827 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 25 | $939 | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 30 | $1.00K | 0.00% | −3−9.1% | Reduced |
| E Fund Management (Hong Kong) Co., Ltd. | 27 | $1.01K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 27 | $1.01K | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 30 | $1.13K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 30 | $1.13K | 0.00% | +3+11.1% | Added |
| CGC Financial Services, LLC | 34 | $1.28K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 34 | $1.28K | 0.00% | +34 | New |
| Clayton Financial Group LLC | 35 | $1.31K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 35 | $1.32K | 0.00% | +20+133.3% | Added |
| Principia Wealth Advisory, LLC | 37 | $1.39K | 0.00% | +17+85.0% | Added |
| Financially Speaking Inc | 38 | $1.43K | 0.01% | 00.0% | Unchanged |
| TFC Financial Management | 40 | $1.50K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 42 | $1.58K | 0.00% | +42 | New |
| IFM Investors Pty Ltd | 43 | $1.62K | 0.00% | +43 | New |
| South State Corp. | 44 | $1.65K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 44 | $1.65K | 0.00% | +5+12.8% | Added |
| NVWM, LLC | 44 | $1.66K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 47 | $1.77K | 0.00% | +47 | New |
| Ares Financial Consulting, LLC | 47 | $1.80K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 50 | $1.87K | 0.00% | +39+354.5% | Added |
| Robinswood Financial LLC | 51 | $1.93K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 56 | $2.10K | 0.00% | +56 | New |
| Valued Wealth Advisors LLC | 59 | $2.21K | 0.00% | +21+55.3% | Added |
| Bell Investment Advisors, Inc | 62 | $2.33K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 68 | $2.55K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 68 | $2.57K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 70 | $2.63K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 71 | $2.67K | 0.00% | −12,000−99.4% | Reduced |
| Anchor Investment Management, LLC | 71 | $2.67K | 0.00% | +71 | New |
| Strengthening Families & Communities, LLC | 71 | $2.67K | 0.00% | +71 | New |
| Burk Holdings LLC | 71 | $2.68K | 0.00% | +71 | New |
| Bay Harbor Wealth Management, LLC | 72 | $2.72K | 0.00% | +19+35.8% | Added |
| Cornerstone Financial Management LLC | 74 | $2.78K | 0.00% | +43+138.7% | Added |
| Barrett & Company, Inc. | 75 | $2.82K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 75 | $2.82K | 0.00% | +75 | New |
| ORG Wealth Partners, LLC | 76 | $2.86K | 0.00% | +1+1.3% | Added |
| Raleigh Capital Management Inc. | 79 | $2.97K | 0.00% | +79 | New |
| Torren Management, LLC | 81 | $3.04K | 0.00% | −44−35.2% | Reduced |
| Clear Street Markets LLC | 81 | $3.04K | 0.00% | −9,888−99.2% | Reduced |
| Osbon Capital Management LLC | 81 | $3.04K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 82 | $3.08K | 0.00% | +82 | New |
| Rialto Wealth Management, LLC | 84 | $3.16K | 0.00% | +20+31.3% | Added |
| Portus Wealth Advisors, LLC | 85 | $3.19K | 0.00% | +85 | New |
| DiNuzzo Private Wealth, Inc. | 88 | $3.31K | 0.00% | +2+2.3% | Added |
| Marquette Asset Management, LLC | 90 | $3.38K | 0.00% | +90 | New |
| Wilkerson Advisory Group LLC | 91 | $3.43K | 0.00% | +15+19.7% | Added |
| Pinnacle Bancorp, Inc. | 96 | $3.61K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 100 | $3.76K | 0.00% | −107−51.7% | Reduced |
| Global Wealth Strategies & Associates | 100 | $3.76K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 100 | $3.76K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 101 | $3.79K | 0.00% | 00.0% | Unchanged |
| Napier Financial, LLC | 104 | $3.91K | 0.00% | +104 | New |
| Quaker Wealth Management, LLC | 104 | $3.91K | 0.00% | +2+2.0% | Added |
| LGT Financial Advisors LLC | 106 | $3.98K | 0.02% | −126−54.3% | Reduced |
| Hazlett, Burt & Watson, Inc. | 100 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 106 | $4.00K | 0.00% | +62+140.9% | Added |
| Raffa Wealth Management, LLC | 109 | $4.09K | 0.00% | +8+7.9% | Added |
| SJS Investment Consulting Inc. | 113 | $4.25K | 0.00% | +21+22.8% | Added |
| Comprehensive Financial Planning, Inc. | 113 | $4.26K | 0.00% | +1+0.9% | Added |
| Cornerstone Planning Group LLC | 111 | $4.38K | 0.00% | +52+88.1% | Added |