| Avion Wealth | 1 | $0 | 0.00% | −5−83.3% | Reduced |
| Asset Dedication, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | New |
| DHJJ Financial Advisors, Ltd. | 1 | $499 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $499 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 1 | $499 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1 | $499 | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 1 | $589 | 0.00% | −1,954−99.9% | Reduced |
| North Star Investment Management Corp. | 2 | $998 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 2 | $998 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2 | $998 | 0.00% | +2 | New |
| Beaird Harris Wealth Management, LLC | 2 | $998 | 0.00% | +2 | New |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3 | $1.00K | 0.00% | +3 | New |
| USA Financial Portformulas Corp | 3 | $1.50K | 0.00% | −325−99.1% | Reduced |
| TFC Financial Management | 3 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 4 | $2.00K | 0.00% | +4 | New |
| Tacita Capital Inc | 4 | $2.00K | 0.00% | +4 | New |
| Fairman Group, LLC | 4 | $2.00K | 0.00% | +4 | New |
| TSFG, LLC | 4 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 5 | $2.50K | 0.00% | +5 | New |
| Plante Moran Financial Advisors, LLC | 6 | $2.99K | 0.00% | +6 | New |
| Bell Investment Advisors, Inc | 6 | $2.99K | 0.00% | −2−25.0% | Reduced |
| Dunhill Financial, LLC | 7 | $3.25K | 0.00% | +7 | New |
| C M Bidwell & Associates Ltd | 7 | $3.49K | 0.00% | 00.0% | Unchanged |
| LM Advisors LLC | 7 | $3.49K | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $3.49K | 0.00% | −1−12.5% | Reduced |
| Sachetta, LLC | 7 | $3.49K | 0.00% | +7 | New |
| Baystate Wealth Management LLC | 7 | $3.50K | 0.00% | +7 | New |
| Global Wealth Management Investment Advisory, Inc. | 8 | $3.99K | 0.00% | +8 | New |
| Long Island Wealth Management, Inc. | 8 | $4.00K | 0.00% | +8 | New |
| Semmax Financial Advisors Inc. | 8 | $4.22K | 0.00% | +8 | New |
| Frank, Rimerman Advisors LLC | 9 | $4.49K | 0.00% | +9 | New |
| Rockbridge Investment Management, LCC | 9 | $4.49K | 0.00% | +9 | New |
| Raleigh Capital Management Inc. | 9 | $4.49K | 0.00% | +9 | New |
| LGT Financial Advisors LLC | 10 | $4.99K | 0.01% | 00.0% | Unchanged |
| Aspect Partners, LLC | 10 | $4.99K | 0.00% | +10 | New |
| Abound Wealth Management | 10 | $4.99K | 0.00% | +1+11.1% | Added |
| REAP Financial Group, LLC | 10 | $5.00K | 0.00% | +10 | New |
| HighMark Wealth Management LLC | 11 | $5.49K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 11 | $5.49K | 0.00% | +11 | New |
| Private Wealth Management Group, LLC | 11 | $5.49K | 0.00% | +11 | New |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $5.99K | 0.00% | +2+20.0% | Added |
| Red Tortoise LLC | 13 | $6.49K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 13 | $6.49K | 0.00% | +13 | New |
| Pflug Koory, LLC | 15 | $7.48K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 17 | $8.48K | 0.00% | +2+13.3% | Added |
| Gradient Investments LLC | 18 | $8.98K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 18 | $8.98K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 22 | $9.03K | 0.00% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 19 | $9.48K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 20 | $9.98K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 20 | $9.98K | 0.01% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 20 | $9.98K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 20 | $9.98K | 0.01% | +20 | New |
| Delta Asset Management LLC | 22 | $11.0K | 0.00% | +1+4.8% | Added |
| EverSource Wealth Advisors, LLC | 22 | $11.0K | 0.00% | −32−59.3% | Reduced |
| Smartleaf Asset Management LLC | 23 | $11.5K | 0.00% | +23 | New |
| Blue Bell Private Wealth Management, LLC | 23 | $11.5K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 24 | $12.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 25 | $12.5K | 0.01% | +25 | New |
| Solstein Capital, LLC | 26 | $13.0K | 0.01% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 26 | $13.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 32 | $13.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 27 | $13.5K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 27 | $13.5K | 0.00% | +27 | New |
| RFP Financial Group LLC | 28 | $14.0K | 0.01% | +28 | New |
| Hollencrest Capital Management | 29 | $14.5K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 30 | $15.0K | 0.00% | +21+233.3% | Added |
| Bourgeon Capital Management LLC | 30 | $15.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 31 | $15.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $16.0K | 0.00% | +6+23.1% | Added |
| Ronald Blue Trust, Inc. | 43 | $17.0K | 0.00% | −20−31.7% | Reduced |
| Harbour Investments, Inc. | 34 | $17.0K | 0.00% | +4+13.3% | Added |
| Chesapeake Asset Management LLC | 35 | $17.5K | 0.02% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 36 | $18.0K | 0.01% | +4+12.5% | Added |
| First Personal Financial Services | 38 | $19.0K | 0.00% | −2−5.0% | Reduced |
| AdvisorNet Financial, Inc | 40 | $20.0K | 0.00% | +22+122.2% | Added |
| Bruce G. Allen Investments, LLC | 41 | $20.5K | 0.02% | +41 | New |
| Quent Capital, LLC | 41 | $20.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 43 | $21.5K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 43 | $21.5K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 45 | $22.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 46 | $22.9K | 0.01% | −26−36.1% | Reduced |
| Eagle Bay Advisors LLC | 47 | $23.4K | 0.01% | −312−86.9% | Reduced |
| VisionPoint Advisory Group, LLC | 48 | $23.9K | 0.01% | +48 | New |
| Planning Capital Management Corp | 48 | $23.9K | 0.02% | +48 | New |
| United Community Bank | 50 | $24.9K | 0.01% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 50 | $24.9K | 0.02% | +50 | New |
| Pinnacle Bancorp, Inc. | 52 | $25.9K | 0.01% | +52 | New |
| Exchange Traded Concepts, LLC | 55 | $27.4K | 0.00% | +55 | New |
| SYSTM Wealth Solutions LLC | 56 | $27.8K | 0.00% | +56 | New |
| Glassman Wealth Services | 57 | $28.4K | 0.00% | +1+1.8% | Added |
| Rothschild Investment LLC | 57 | $28.4K | 0.00% | +57 | New |
| Benjamin Edwards Inc | 59 | $29.0K | 0.01% | +26+78.8% | Added |
| GPS Wealth Strategies Group, LLC | 61 | $30.4K | 0.01% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 61 | $30.4K | 0.01% | +26+74.3% | Added |
| Venturi Wealth Management, LLC | 66 | $32.9K | 0.00% | +15+29.4% | Added |
| Pathway Financial Advisers, LLC | 67 | $33.2K | 0.01% | +1+1.5% | Added |