| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | New |
| Financial Synergies Wealth Advisors, Inc. | 1 | $331 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $361 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 1 | $361 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1 | $362 | 0.00% | +1 | New |
| Plato Investment Management Ltd | 2 | $722 | 0.00% | +2 | New |
| SRS Capital Advisors, Inc. | 2 | $723 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $723 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2 | $723 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 2 | $723 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2 | $723 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 3 | $984 | 0.00% | +3 | New |
| Psagot Value Holdings Ltd. / (Israel) | 4 | $1.00K | 0.00% | −3−42.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 3 | $1.08K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 3 | $1.08K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 3 | $1.08K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 3 | $1.08K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 3 | $1.10K | 0.00% | +1+50.0% | Added |
| Dunhill Financial, LLC | 3 | $1.21K | 0.00% | +3 | New |
| Cornerstone Planning Group LLC | 4 | $1.45K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5 | $1.81K | 0.00% | −20−80.0% | Reduced |
| Versant Capital Management, Inc | 5 | $1.81K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5 | $1.81K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $2.17K | 0.00% | +5+500.0% | Added |
| Cetera Trust Company, N.A | 6 | $2.17K | 0.00% | +6 | New |
| Bruce G. Allen Investments, LLC | 7 | $2.53K | 0.00% | +7 | New |
| Castleview Partners, LLC | 8 | $2.89K | 0.00% | +8 | New |
| Capital Advisors, Ltd. LLC | 8 | $3.00K | 0.00% | +1+14.3% | Added |
| Avion Wealth | 7 | $3.00K | 0.00% | −2−22.2% | Reduced |
| Sachetta, LLC | 9 | $3.25K | 0.00% | +9 | New |
| Park Place Capital Corp | 10 | $3.61K | 0.00% | −114−91.9% | Reduced |
| ICA Group Wealth Management, LLC | 10 | $3.61K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 10 | $3.61K | 0.00% | +10 | New |
| Planning Capital Management Corp | 10 | $3.61K | 0.00% | +10 | New |
| WealthCollab, LLC | 10 | $3.61K | 0.00% | +10 | New |
| Central Trust Co | 12 | $4.34K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 12 | $4.34K | 0.00% | +1+9.1% | Added |
| Fortitude Family Office, LLC | 12 | $4.34K | 0.00% | +12 | New |
| Frank, Rimerman Advisors LLC | 12 | $4.34K | 0.00% | +12 | New |
| Abich Financial Wealth Management LLC | 12 | $4.34K | 0.00% | +12 | New |
| Toth Financial Advisory Corp | 15 | $5.42K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 17 | $6.14K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 18 | $6.50K | 0.01% | +18 | New |
| Red Tortoise LLC | 19 | $6.87K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 20 | $7.23K | 0.00% | +20 | New |
| CVA Family Office, LLC | 20 | $7.23K | 0.00% | +20 | New |
| Quarry LP | 22 | $7.95K | 0.00% | +22 | New |
| HHM Wealth Advisors, LLC | 23 | $8.31K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 23 | $8.31K | 0.00% | +3+15.0% | Added |
| Optimum Investment Advisors | 25 | $9.03K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 25 | $9.03K | 0.00% | +25 | New |
| Lee Financial Co | 28 | $10.1K | 0.00% | −25−47.2% | Reduced |
| Roble, Belko & Company, Inc | 30 | $11.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 31 | $11.2K | 0.00% | +31 | New |
| Bell Investment Advisors, Inc | 32 | $11.6K | 0.00% | 00.0% | Unchanged |
| Parallax Volatility Advisers, L.P. | 32 | $11.6K | 0.00% | +5+18.5% | Added |
| Prestige Wealth Management Group LLC | 33 | $11.9K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 35 | $12.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 35 | $12.6K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 36 | $13.0K | 0.01% | +36 | New |
| Private Wealth Management Group, LLC | 36 | $13.0K | 0.01% | +36 | New |
| Smithfield Trust Co | 40 | $14.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 42 | $15.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 42 | $15.2K | 0.00% | +42 | New |
| LGT Financial Advisors LLC | 43 | $15.5K | 0.02% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 46 | $16.6K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 50 | $18.1K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 52 | $18.8K | 0.01% | +52 | New |
| Abound Wealth Management | 52 | $18.8K | 0.01% | +13+33.3% | Added |
| Atlas Capital Advisors LLC | 54 | $19.5K | 0.00% | +48+800.0% | Added |
| Deseret Mutual Benefit Administrators | 56 | $20.2K | 0.01% | +10+21.7% | Added |
| Whittier Trust Co | 63 | $22.8K | 0.00% | −98−60.9% | Reduced |
| NewSquare Capital LLC | 64 | $23.1K | 0.00% | +64 | New |
| TD Private Client Wealth LLC | 73 | $26.4K | 0.00% | −6−7.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 74 | $26.7K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 75 | $28.9K | 0.00% | +17+29.3% | Added |
| FinTrust Capital Advisors, LLC | 83 | $30.1K | 0.01% | −31−27.2% | Reduced |
| Sunbelt Securities, Inc. | 87 | $31.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 88 | $31.8K | 0.00% | +1+1.1% | Added |
| Private Trust Co NA | 90 | $32.5K | 0.00% | +9+11.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 92 | $33.2K | 0.01% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 93 | $33.6K | 0.01% | +93 | New |
| VisionPoint Advisory Group, LLC | 95 | $34.3K | 0.01% | −16−14.4% | Reduced |
| Proequities, Inc. | 99 | $35.8K | 0.00% | +26+35.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $36.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 107 | $38.7K | 0.00% | +29+37.2% | Added |
| Glassman Wealth Services | 108 | $39.0K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 110 | $39.7K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 115 | $41.6K | 0.00% | +115 | New |
| Farther Finance Advisors, LLC | 117 | $42.3K | 0.00% | +38+48.1% | Added |
| Sofos Investments, Inc. | 117 | $42.6K | 0.01% | −2,106−94.7% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 121 | $43.0K | 0.01% | +118+3,933.3% | Added |
| Friedenthal Financial | 120 | $43.4K | 0.03% | +120 | New |
| Raleigh Capital Management Inc. | 126 | $45.4K | 0.02% | +1+0.8% | Added |
| Allworth Financial LP | 135 | $48.8K | 0.00% | +60+80.0% | Added |
| Hexagon Capital Partners LLC | 140 | $50.6K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 144 | $51.3K | 0.00% | +144 | New |
| Beacon Capital Management, LLC | 161 | $52.8K | 0.01% | −361−69.2% | Reduced |