| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| Pacific Center for Financial Services | 0 | $18 | 0.00% | 0 | Unchanged |
| Cassady Schiller Wealth Management, LLC | 1 | $60 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $98 | 0.00% | −2−50.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 3 | $181 | 0.00% | +3 | New |
| Ruedi Wealth Management, Inc. | 3 | $181 | 0.00% | +3 | New |
| Redwood Wealth Management Group, LLC | 5 | $301 | 0.00% | +5 | New |
| WestEnd Advisors, LLC | 6 | $362 | 0.00% | +5+500.0% | Added |
| Prestige Wealth Management Group LLC | 9 | $543 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $543 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 11 | $663 | 0.00% | −80−87.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 14 | $844 | 0.00% | +14 | New |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $904 | 0.00% | −9−37.5% | Reduced |
| Plato Investment Management Ltd | 15 | $904 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 11 | $1.00K | 0.00% | +11 | New |
| NVWM, LLC | 18 | $1.08K | 0.00% | +13+260.0% | Added |
| Ashton Thomas Private Wealth, LLC | 22 | $1.33K | 0.00% | +22 | New |
| TFC Financial Management | 23 | $1.39K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 24 | $1.45K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 26 | $1.57K | 0.00% | −275−91.4% | Reduced |
| Dunhill Financial, LLC | 28 | $1.69K | 0.00% | +1+3.7% | Added |
| Harbor Investment Advisory, LLC | 28 | $1.69K | 0.00% | +4+16.7% | Added |
| Jackson, Grant Investment Advisers, Inc. | 30 | $1.81K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 30 | $1.81K | 0.00% | +30 | New |
| Logan Capital Management Inc | 31 | $1.85K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 41 | $2.00K | 0.00% | +16+64.0% | Added |
| Unique Wealth Strategies, LLC | 37 | $2.33K | 0.00% | +37 | New |
| DiNuzzo Private Wealth, Inc. | 40 | $2.41K | 0.00% | +6+17.6% | Added |
| Country Trust Bank | 42 | $2.53K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 45 | $2.71K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 50 | $3.01K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $3.02K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 53 | $3.19K | 0.00% | +53 | New |
| Painted Porch Advisors LLC | 54 | $3.25K | 0.00% | +54 | New |
| Venturi Wealth Management, LLC | 55 | $3.31K | 0.00% | −27−32.9% | Reduced |
| Gen-Wealth Partners Inc | 60 | $3.62K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 63 | $3.80K | 0.00% | +63 | New |
| Pineridge Advisors LLC | 66 | $3.98K | 0.00% | +66 | New |
| Trifecta Capital Advisors, LLC | 66 | $3.98K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 69 | $4.16K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 75 | $4.52K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 81 | $4.88K | 0.00% | +81 | New |
| Valley National Advisers Inc | 87 | $5.00K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 90 | $5.42K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 93 | $5.60K | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 94 | $5.67K | 0.00% | +94 | New |
| International Assets Investment Management, LLC | 96 | $5.79K | 0.00% | +96 | New |
| Financial Freedom, LLC | 102 | $6.12K | 0.00% | +1+1.0% | Added |
| CVA Family Office, LLC | 113 | $6.81K | 0.00% | +8+7.6% | Added |
| Cherry Tree Wealth Management, LLC | 114 | $6.87K | 0.00% | 00.0% | Unchanged |
| Emfo, LLC | 114 | $6.88K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 111 | $7.15K | 0.00% | −59−34.7% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 126 | $7.59K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 129 | $7.77K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 140 | $8.44K | 0.00% | −61−30.3% | Reduced |
| Private Wealth Management Group, LLC | 144 | $8.68K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 145 | $8.74K | 0.00% | +145 | New |
| Hantz Financial Services, Inc. | 142 | $9.00K | 0.00% | +142 | New |
| Creative Financial Designs Inc | 150 | $9.04K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $9.04K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 156 | $9.40K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 160 | $9.58K | 0.00% | +1+0.6% | Added |
| Sachetta, LLC | 139 | $9.61K | 0.00% | +10+7.8% | Added |
| Castleview Partners, LLC | 162 | $9.76K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 165 | $9.94K | 0.00% | +123+292.9% | Added |
| GW&K Investment Management, LLC | 166 | $10.0K | 0.00% | +20+13.7% | Added |
| Proequities, Inc. | 166 | $10.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 175 | $10.5K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 180 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 181 | $10.9K | 0.00% | −37−17.0% | Reduced |
| Bruce G. Allen Investments, LLC | 182 | $11.0K | 0.01% | 00.0% | Unchanged |
| 1832 Asset Management L.P. | 184 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 186 | $11.2K | 0.00% | −5−2.6% | Reduced |
| Sandy Spring Bank | 187 | $11.3K | 0.00% | +94+101.1% | Added |
| Zions Bancorporation, N.A. | 191 | $11.5K | 0.00% | +32+20.1% | Added |
| Arrow Financial Corp | 200 | $12.1K | 0.00% | −50−20.0% | Reduced |
| Independence Bank of Kentucky | 200 | $12.1K | 0.00% | −50−20.0% | Reduced |
| Raleigh Capital Management Inc. | 208 | $12.5K | 0.01% | +21+11.2% | Added |
| Quarry LP | 209 | $12.6K | 0.01% | −389−65.1% | Reduced |
| Farmers & Merchants Investments Inc | 210 | $12.7K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 415 | $12.9K | 0.00% | +202+94.8% | Added |
| Fortitude Family Office, LLC | 217 | $13.1K | 0.01% | +137+171.3% | Added |
| Riverview Trust Co | 246 | $14.8K | 0.01% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 272 | $16.4K | 0.00% | −252−48.1% | Reduced |
| SRS Capital Advisors, Inc. | 274 | $16.5K | 0.00% | +274 | New |
| AllSquare Wealth Management LLC | 276 | $16.6K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 282 | $17.0K | 0.00% | +8+2.9% | Added |
| Oakworth Capital, Inc. | 296 | $17.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 290 | $18.0K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 315 | $19.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 322 | $19.4K | 0.00% | −33−9.3% | Reduced |
| MCF Advisors LLC | 326 | $19.6K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 344 | $20.7K | 0.01% | +344 | New |
| Deseret Mutual Benefit Administrators | 349 | $21.0K | 0.01% | −162−31.7% | Reduced |
| Paloma Partners Management Co | 354 | $21.3K | 0.00% | +354 | New |
| First Command Advisory Services, Inc. | 362 | $21.8K | 0.00% | +362 | New |
| Eagle Bay Advisors LLC | 381 | $23.0K | 0.01% | −64−14.4% | Reduced |
| IFP Advisors, Inc | 382 | $23.0K | 0.00% | −287−42.9% | Reduced |
| Tucker Asset Management LLC | 390 | $23.5K | 0.01% | −31−7.4% | Reduced |
| Capital Advisors, Ltd. LLC | 403 | $24.0K | 0.00% | +137+51.5% | Added |