| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $10 | 0.00% | −28,411−100.0% | Reduced |
| Versant Capital Management, Inc | 1 | $20 | 0.00% | −1,879−99.9% | Reduced |
| Quaker Wealth Management, LLC | 5 | $102 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 8 | $163 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 9 | $183 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 10 | $202 | 0.00% | +10 | New |
| American Capital Advisory, LLC | 11 | $224 | 0.00% | +11 | New |
| DecisionPoint Financial, LLC | 11 | $231 | 0.00% | +11 | New |
| Dunhill Financial, LLC | 13 | $273 | 0.00% | −75−85.2% | Reduced |
| Bay Harbor Wealth Management, LLC | 16 | $324 | 0.00% | +6+60.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $325 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $345 | 0.00% | −10−37.0% | Reduced |
| Insight Financial Services | 19 | $385 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 20 | $406 | 0.00% | +17+566.7% | Added |
| Stephens Consulting, LLC | 27 | $548 | 0.00% | +27 | New |
| Binnacle Investments Inc | 28 | $568 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 29 | $589 | 0.00% | −14−32.6% | Reduced |
| Atlantic Private Wealth, LLC | 30 | $608 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 30 | $708 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 35 | $710 | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 37 | $747 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 41 | $831 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 43 | $872 | 0.00% | +36+514.3% | Added |
| Principia Wealth Advisory, LLC | 44 | $892 | 0.00% | +22+100.0% | Added |
| Hilltop National Bank | 45 | $913 | 0.00% | +45 | New |
| First Horizon Advisors, Inc. | 47 | $953 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $1.00K | 0.00% | −114−78.1% | Reduced |
| Avion Wealth | 68 | $1.00K | 0.00% | +30+78.9% | Added |
| Evergreen Private Wealth LLC | 50 | $1.01K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 55 | $1.12K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 59 | $1.20K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 59 | $1.20K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 62 | $1.26K | 0.00% | +53+588.9% | Added |
| Cornerstone Planning Group LLC | 54 | $1.35K | 0.00% | +11+25.6% | Added |
| 1620 Investment Advisors, Inc. | 80 | $1.62K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 80 | $1.68K | 0.00% | +30+60.0% | Added |
| Sierra Ocean, LLC | 93 | $1.89K | 0.00% | −74−44.3% | Reduced |
| Private Trust Co NA | 95 | $1.93K | 0.00% | −109−53.4% | Reduced |
| Howard Hughes Medical Institute | 95 | $1.93K | 0.00% | +95 | New |
| Roble, Belko & Company, Inc | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 123 | $2.00K | 0.00% | +20+19.4% | Added |
| Keener Financial Planning LLC | 100 | $2.00K | 0.00% | +100 | New |
| Adirondack Trust Co | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 100 | $2.03K | 0.00% | −15−13.0% | Reduced |
| First Financial Corp | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| City State Bank | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Asset Planning,Inc | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Kentucky Trust Co | 100 | $2.03K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 100 | $2.03K | 0.00% | +100 | New |
| First Pacific Financial | 100 | $2.03K | 0.00% | +100 | New |
| FWL Investment Management, LLC | 100 | $2.03K | 0.00% | +100 | New |
| Mid-American Wealth Advisory Group, Inc. | 100 | $2.03K | 0.00% | +100 | New |
| Bernard Wealth Management Corp. | 100 | $2.03K | 0.00% | +100 | New |
| Gladwyn Financial Advisors, Inc. | 100 | $2.03K | 0.00% | +100 | New |
| Sawyer & Company, Inc | 100 | $2.11K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 106 | $2.15K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 107 | $2.17K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 109 | $2.21K | 0.00% | +100+1,111.1% | Added |
| Trust Co of Vermont | 111 | $2.25K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 111 | $2.25K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 113 | $2.29K | 0.00% | −36−24.2% | Reduced |
| Atlantic Union Bankshares Corp | 116 | $2.35K | 0.00% | +116 | New |
| True Wealth Design, LLC | 121 | $2.45K | 0.00% | +112+1,244.4% | Added |
| Mount Yale Investment Advisors, LLC | 122 | $2.47K | 0.00% | +122 | New |
| WealthTrak Capital Management LLC | 125 | $2.54K | 0.00% | 00.0% | Unchanged |
| Motco | 101 | $2.58K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 132 | $2.68K | 0.00% | +56+73.7% | Added |
| Assetmark, Inc | 139 | $2.82K | 0.00% | +106+321.2% | Added |
| Tidemark, LLC | 150 | $3.04K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 150 | $3.04K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 150 | $3.04K | 0.00% | +150 | New |
| NewSquare Capital LLC | 153 | $3.10K | 0.00% | −10−6.1% | Reduced |
| JFS Wealth Advisors, LLC | 158 | $3.21K | 0.00% | +27+20.6% | Added |
| Crewe Advisors LLC | 167 | $3.39K | 0.00% | +100+149.3% | Added |
| VSM Wealth Advisory, LLC | 173 | $3.51K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 176 | $3.57K | 0.00% | +51+40.8% | Added |
| Kessler Investment Group, LLC | 190 | $3.85K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 192 | $3.89K | 0.00% | +192 | New |