| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Leonteq Securities AG | 1 | $58 | 0.00% | −39−97.5% | Reduced |
| Sofos Investments, Inc. | 5 | $374 | 0.00% | −212−97.7% | Reduced |
| Tfo-TDC, LLC | 7 | $407 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $438 | 0.00% | +9 | New |
| Colonial Trust Advisors | 9 | $523 | 0.00% | −4−30.8% | Reduced |
| Prestige Wealth Management Group LLC | 9 | $524 | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 12 | $698 | 0.00% | +12 | New |
| Plato Investment Management Ltd | 15 | $872 | 0.00% | +15 | New |
| Avion Wealth | 25 | $1.00K | 0.00% | −10−28.6% | Reduced |
| TFC Financial Management | 21 | $1.22K | 0.00% | +7+50.0% | Added |
| Aspect Partners, LLC | 21 | $1.22K | 0.00% | +21 | New |
| Dunhill Financial, LLC | 23 | $1.33K | 0.00% | +23 | New |
| Chilton Capital Management LLC | 23 | $1.34K | 0.00% | +23 | New |
| Harbor Investment Advisory, LLC | 24 | $1.40K | 0.00% | −35−59.3% | Reduced |
| POM Investment Strategies, LLC | 24 | $1.40K | 0.00% | +24 | New |
| SJS Investment Consulting Inc. | 26 | $1.51K | 0.00% | −6−18.8% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 27 | $1.57K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 27 | $1.57K | 0.00% | +27 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 28 | $1.64K | 0.00% | −1−3.4% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 30 | $1.74K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 30 | $1.75K | 0.00% | +30 | New |
| Smartleaf Asset Management LLC | 30 | $1.75K | 0.00% | +30 | New |
| Logan Capital Management Inc | 31 | $1.78K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 34 | $1.98K | 0.00% | +34 | New |
| Larson Financial Group LLC | 41 | $2.38K | 0.00% | +41 | New |
| Country Trust Bank | 42 | $2.44K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $2.62K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 46 | $2.67K | 0.00% | +46 | New |
| Baystate Wealth Management LLC | 46 | $2.70K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 50 | $2.91K | 0.00% | +50 | New |
| Coppell Advisory Solutions LLC | 53 | $3.08K | 0.00% | +53 | New |
| Laffer Tengler Investments | 54 | $3.14K | 0.00% | +54 | New |
| Tennessee Valley Asset Management Partners | 60 | $3.49K | 0.00% | +60 | New |
| Trifecta Capital Advisors, LLC | 66 | $3.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $4.01K | 0.00% | −29−29.6% | Reduced |
| Raleigh Capital Management Inc. | 70 | $4.07K | 0.00% | +70 | New |
| Abound Wealth Management | 75 | $4.36K | 0.00% | −2−2.6% | Reduced |
| Fortitude Family Office, LLC | 80 | $4.65K | 0.00% | +80 | New |
| Valley National Advisers Inc | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 91 | $5.00K | 0.00% | +91 | New |
| Planning Capital Management Corp | 90 | $5.23K | 0.00% | +90 | New |
| Jones Financial Companies LLLP | 91 | $5.29K | 0.00% | +54+145.9% | Added |
| Sandy Spring Bank | 93 | $5.41K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 93 | $5.41K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 95 | $5.52K | 0.00% | +95 | New |
| Focused Wealth Management, Inc | 100 | $5.81K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 100 | $5.84K | 0.01% | +100 | New |
| Financial Freedom, LLC | 101 | $5.86K | 0.00% | +1+1.0% | Added |
| Elkhorn Partners Limited Partnership | 100 | $6.00K | 0.00% | −875−89.7% | Reduced |
| RFP Financial Group LLC | 104 | $6.05K | 0.00% | +104 | New |
| CVA Family Office, LLC | 105 | $6.11K | 0.00% | +105 | New |
| Cherry Tree Wealth Management, LLC | 114 | $6.63K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 127 | $7.00K | 0.00% | +127 | New |
| Moisand Fitzgerald Tamayo, LLC | 126 | $7.33K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 129 | $7.50K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 129 | $7.50K | 0.00% | −138−51.7% | Reduced |
| Sachetta, LLC | 129 | $7.50K | 0.00% | +129 | New |
| Annapolis Financial Services, LLC | 135 | $7.85K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 146 | $8.00K | 0.00% | +5+3.5% | Added |
| Thompson Siegel & Walmsley LLC | 129 | $8.00K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 144 | $8.37K | 0.00% | +144 | New |
| Adirondack Trust Co | 150 | $8.43K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 156 | $9.07K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 159 | $9.24K | 0.00% | −17−9.7% | Reduced |
| Zions Bancorporation, N.A. | 159 | $9.24K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 162 | $9.42K | 0.01% | +3+1.9% | Added |
| Proequities, Inc. | 166 | $9.65K | 0.00% | +97+140.6% | Added |
| Umb Bank N A | 168 | $9.77K | 0.00% | −109−39.4% | Reduced |
| Versant Capital Management, Inc | 175 | $10.2K | 0.00% | +6+3.6% | Added |
| Bogart Wealth, LLC | 180 | $10.5K | 0.00% | +2+1.1% | Added |
| 1832 Asset Management L.P. | 184 | $10.7K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 189 | $11.0K | 0.00% | +9+5.0% | Added |
| Bruce G. Allen Investments, LLC | 194 | $11.3K | 0.01% | +194 | New |
| Creative Financial Designs Inc | 207 | $12.0K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 210 | $12.2K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 213 | $12.4K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 225 | $13.1K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 240 | $13.9K | 0.00% | +240 | New |
| Arrow Financial Corp | 250 | $14.5K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 250 | $14.5K | 0.01% | +250 | New |
| MV Capital Management, Inc. | 274 | $15.9K | 0.00% | +33+13.7% | Added |
| AllSquare Wealth Management LLC | 276 | $16.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 282 | $16.4K | 0.00% | +50+21.6% | Added |
| Covestor Ltd | 295 | $17.0K | 0.01% | +5+1.7% | Added |
| Oakworth Capital, Inc. | 296 | $17.2K | 0.00% | −34−10.3% | Reduced |
| Compass Wealth Management LLC | 315 | $18.3K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 321 | $18.7K | 0.00% | −59−15.5% | Reduced |
| Cornerstone Planning Group LLC | 340 | $19.8K | 0.01% | 00.0% | Unchanged |
| Point72 Asia (Singapore) Pte. Ltd. | 367 | $21.3K | 0.01% | +367 | New |
| American State Bank (Iowa) | 373 | $21.7K | 0.01% | +373 | New |
| Resurgent Financial Advisors LLC | 375 | $21.8K | 0.01% | +375 | New |
| Bartlett & Co. LLC | 401 | $23.0K | 0.00% | +401 | New |
| Glassman Wealth Services | 399 | $23.2K | 0.00% | +39+10.8% | Added |
| Bartlett & Co. Wealth Management LLC | 401 | $23.4K | 0.00% | +401 | New |
| Tucker Asset Management LLC | 421 | $24.5K | 0.01% | −400−48.7% | Reduced |
| Hobbs Group Advisors, LLC | 428 | $24.9K | 0.01% | +428 | New |
| Turtle Creek Wealth Advisors, LLC | 497 | $28.9K | 0.01% | +497 | New |
| Bellevue Asset Management, LLC | 504 | $29.3K | 0.03% | 00.0% | Unchanged |
| Mango Five Family, Inc. | 525 | $30.5K | 0.01% | +525 | New |