| Dogwood Wealth Management LLC | 0 | $1 | 0.00% | 0 | Unchanged |
| Larson Financial Group LLC | 1 | $29 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 3 | $91 | 0.00% | −1−25.0% | Reduced |
| Gradient Investments LLC | 5 | $145 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $145 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 8 | $232 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $318 | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 11 | $318 | 0.00% | +11 | New |
| Ruedi Wealth Management, Inc. | 12 | $347 | 0.00% | +12 | New |
| Lynx Investment Advisory | 15 | $434 | 0.00% | +15 | New |
| Prestige Wealth Management Group LLC | 16 | $463 | 0.00% | −32−66.7% | Reduced |
| True Wealth Design, LLC | 19 | $550 | 0.00% | +2+11.8% | Added |
| Dunhill Financial, LLC | 20 | $572 | 0.00% | −14−41.2% | Reduced |
| Triad Wealth Partners, LLC | 20 | $578 | 0.00% | +20 | New |
| Sachetta, LLC | 21 | $621 | 0.00% | −18−46.2% | Reduced |
| Carolinas Wealth Consulting LLC | 22 | $636 | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 20 | $649 | 0.00% | +20 | New |
| Colonial Trust Advisors | 25 | $723 | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 29 | $838 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 30 | $867 | 0.00% | −40−57.1% | Reduced |
| Horizon Financial Services, LLC | 31 | $896 | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 31 | $908 | 0.00% | −24−43.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 29 | $941 | 0.00% | −182−86.3% | Reduced |
| Cornerstone Planning Group LLC | 36 | $955 | 0.00% | +15+71.4% | Added |
| Penserra Capital Management LLC | 21 | $1.00K | 0.00% | +3+16.7% | Added |
| Sound Income Strategies, LLC | 35 | $1.01K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 37 | $1.06K | 0.00% | −59−61.5% | Reduced |
| Trust Co of Vermont | 38 | $1.10K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 39 | $1.11K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 40 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 40 | $1.16K | 0.00% | +5+14.3% | Added |
| DiNuzzo Private Wealth, Inc. | 42 | $1.21K | 0.00% | +13+44.8% | Added |
| Abound Wealth Management | 43 | $1.24K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 43 | $1.24K | 0.00% | +43 | New |
| Valued Wealth Advisors LLC | 45 | $1.29K | 0.00% | −4−8.2% | Reduced |
| Sandy Spring Bank | 45 | $1.30K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 48 | $1.39K | 0.00% | −33−40.7% | Reduced |
| Key Financial Inc | 49 | $1.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 50 | $1.45K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 50 | $1.45K | 0.00% | +50 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 53 | $1.53K | 0.00% | −344−86.6% | Reduced |
| SJS Investment Consulting Inc. | 61 | $1.76K | 0.00% | +11+22.0% | Added |
| Valley National Advisers Inc | 88 | $2.00K | 0.00% | +45+104.7% | Added |
| Red Tortoise LLC | 71 | $2.05K | 0.00% | +71 | New |
| Whittier Trust Co of Nevada Inc | 72 | $2.08K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 73 | $2.11K | 0.00% | −880−92.3% | Reduced |
| Coppell Advisory Solutions LLC | 78 | $2.25K | 0.00% | +78 | New |
| HighMark Wealth Management LLC | 81 | $2.35K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 84 | $2.43K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 96 | $2.77K | 0.00% | −31−24.4% | Reduced |
| City State Bank | 100 | $2.89K | 0.00% | −360−78.3% | Reduced |
| Avion Wealth | 116 | $3.00K | 0.00% | +16+16.0% | Added |
| GW&K Investment Management, LLC | 105 | $3.00K | 0.00% | +57+118.8% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 112 | $3.24K | 0.00% | +112 | New |
| Proequities, Inc. | 113 | $3.27K | 0.00% | +113 | Added |
| Pinnacle Bancorp, Inc. | 118 | $3.41K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 133 | $3.84K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 130 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 146 | $4.22K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 150 | $4.33K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 151 | $4.36K | 0.00% | −77−33.8% | Reduced |
| Fortitude Family Office, LLC | 154 | $4.45K | 0.00% | −88−36.4% | Reduced |
| Bell Investment Advisors, Inc | 156 | $4.51K | 0.00% | −44−22.0% | Reduced |
| ICA Group Wealth Management, LLC | 156 | $4.51K | 0.00% | +1+0.6% | Added |
| WR Wealth Planners, LLC | 158 | $4.57K | 0.00% | +94+146.9% | Added |
| Banque Pictet & Cie SA | 181 | $5.23K | 0.00% | −181−50.0% | Reduced |
| Rothschild Investment LLC | 182 | $5.26K | 0.00% | −364−66.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 186 | $5.38K | 0.00% | +186 | New |
| Bear Mountain Capital, Inc. | 200 | $5.68K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 209 | $6.04K | 0.00% | +209 | New |
| ORG Partners LLC | 220 | $6.15K | 0.00% | +70+46.7% | Added |
| Manchester Capital Management LLC | 216 | $6.24K | 0.00% | +53+32.5% | Added |
| Laurel Wealth Advisors LLC | 218 | $6.29K | 0.00% | +218 | New |
| Versant Capital Management, Inc | 221 | $6.39K | 0.00% | +8+3.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 225 | $6.50K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 230 | $6.65K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 238 | $6.88K | 0.00% | +104+77.6% | Added |
| Hollencrest Capital Management | 259 | $7.48K | 0.00% | +2+0.8% | Added |
| Zions Bancorporation, N.A. | 269 | $7.77K | 0.00% | −35−11.5% | Reduced |
| Family Firm, Inc. | 270 | $7.80K | 0.00% | +270 | New |
| REAP Financial Group, LLC | 292 | $8.45K | 0.00% | −202−40.9% | Reduced |
| Hilltop National Bank | 300 | $8.67K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 301 | $8.70K | 0.00% | +301 | New |
| Millburn Ridgefield Corp | 306 | $8.84K | 0.00% | −1−0.3% | Reduced |
| Pin Oak Investment Advisors Inc | 300 | $9.00K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 321 | $9.28K | 0.00% | −102−24.1% | Reduced |
| First Command Advisory Services, Inc. | 325 | $9.39K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 356 | $10.3K | 0.00% | +178+100.0% | Added |
| Financial Management Professionals, Inc. | 376 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 366 | $11.0K | 0.01% | +1+0.3% | Added |
| Principal Securities, Inc. | 389 | $11.2K | 0.00% | −14−3.5% | Reduced |
| Addison Advisors LLC | 405 | $11.7K | 0.00% | +150+58.8% | Added |
| Bessemer Group Inc | 458 | $12.0K | 0.00% | −265−36.7% | Reduced |
| Rise Advisors, LLC | 419 | $12.1K | 0.01% | +419 | New |
| Caitlin John, LLC | 428 | $12.4K | 0.01% | +1+0.2% | Added |
| Farmers & Merchants Investments Inc | 447 | $12.9K | 0.00% | +200+81.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 470 | $13.6K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 471 | $13.6K | 0.00% | −2,098−81.7% | Reduced |
| Massmutual Trust Co FSB | 479 | $13.8K | 0.00% | +57+13.5% | Added |
| Elequin Capital LP | 481 | $13.9K | 0.00% | +481 | New |