| Pacific Center for Financial Services | 0 | $23 | 0.00% | 0 | Unchanged |
| Parallax Volatility Advisers, L.P. | 1 | $77 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 1 | $77 | 0.00% | +1 | New |
| Chesapeake Asset Management LLC | 5 | $386 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 5 | $387 | 0.00% | +3+150.0% | Added |
| Activest Wealth Management | 5 | $387 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 5 | $387 | 0.00% | +5 | New |
| Winnow Wealth LLC | 6 | $451 | 0.00% | +6 | New |
| WR Wealth Planners, LLC | 6 | $464 | 0.00% | +4+200.0% | Added |
| WestEnd Advisors, LLC | 8 | $618 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $618 | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 9 | $696 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 9 | $696 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 10 | $774 | 0.00% | −129−92.8% | Reduced |
| NBC Securities, Inc. | 10 | $777 | 0.07% | −10,087−99.9% | Reduced |
| BOK Financial Private Wealth, Inc. | 11 | $851 | 0.00% | +11 | New |
| Riverview Trust Co | 12 | $928 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 14 | $1.08K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $1.16K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 15 | $1.16K | 0.00% | +15 | New |
| Plato Investment Management Ltd | 15 | $1.16K | 0.00% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | $1.24K | 0.00% | −901−98.3% | Reduced |
| Old Second National Bank of Aurora | 17 | $1.31K | 0.00% | +17 | New |
| Whipplewood Advisors, LLC | 17 | $1.31K | 0.00% | +17 | New |
| NVWM, LLC | 18 | $1.39K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 19 | $1.47K | 0.00% | +13+216.7% | Added |
| WealthTrak Capital Management LLC | 20 | $1.55K | 0.00% | +20 | New |
| Westside Investment Management, Inc. | 21 | $1.62K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 21 | $1.62K | 0.00% | +10+90.9% | Added |
| TFC Financial Management | 23 | $1.78K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 23 | $1.78K | 0.00% | +23 | New |
| POM Investment Strategies, LLC | 24 | $1.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $1.86K | 0.00% | −2−7.7% | Reduced |
| MPWM Advisory Solutions, LLC | 25 | $1.93K | 0.00% | +25 | New |
| Clal Insurance Enterprises Holdings Ltd | 24 | $2.00K | 0.00% | +24 | New |
| Cassady Schiller Wealth Management, LLC | 27 | $2.09K | 0.00% | +26+2,600.0% | Added |
| New Wave Wealth Advisors LLC | 27 | $2.09K | 0.00% | +27 | New |
| Jackson, Grant Investment Advisers, Inc. | 30 | $2.32K | 0.00% | 00.0% | Unchanged |
| Crews Bank & Trust | 36 | $2.78K | 0.00% | +36 | New |
| Heritage Wealth Advisors | 38 | $2.94K | 0.00% | +7+22.6% | Added |
| Synergy Investment Management, LLC | 38 | $2.94K | 0.00% | +38 | New |
| Avion Wealth | 51 | $3.00K | 0.00% | +4+8.5% | Added |
| NewSquare Capital LLC | 40 | $3.09K | 0.00% | +40 | New |
| Country Trust Bank | 42 | $3.25K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 42 | $3.25K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 46 | $3.58K | 0.00% | +17+58.6% | Added |
| Stephens Consulting, LLC | 48 | $3.71K | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 49 | $3.79K | 0.00% | +49 | New |
| Northwest Capital Management Inc | 50 | $3.87K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 50 | $3.89K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 54 | $4.00K | 0.00% | −6,210−99.1% | Reduced |
| Coppell Advisory Solutions LLC | 53 | $4.10K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 54 | $4.17K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 55 | $4.25K | 0.01% | +55 | New |
| REAP Financial Group, LLC | 61 | $4.72K | 0.00% | +61 | New |
| Creekmur Asset Management LLC | 63 | $4.87K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 64 | $4.95K | 0.00% | +64 | New |
| Trifecta Capital Advisors, LLC | 66 | $5.10K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 67 | $5.18K | 0.00% | +43+179.2% | Added |
| Indiana Trust & Investment Management CO | 69 | $5.33K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 70 | $5.41K | 0.00% | +1+1.4% | Added |
| Oarsman Capital, Inc. | 71 | $5.49K | 0.00% | +71 | New |
| Abound Wealth Management | 74 | $5.72K | 0.00% | −1−1.3% | Reduced |
| Carolina Wealth Advisors, LLC | 74 | $5.72K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 87 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 82 | $6.34K | 0.00% | +6+7.9% | Added |
| Tucker Asset Management LLC | 86 | $6.65K | 0.00% | +86 | New |
| Raffa Wealth Management, LLC | 90 | $6.96K | 0.00% | +45+100.0% | Added |
| Red Tortoise LLC | 93 | $7.19K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 100 | $7.73K | 0.00% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 606 | $7.84K | 0.00% | +294+94.2% | Added |
| Financial Freedom, LLC | 102 | $7.91K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 102 | $8.31K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 111 | $8.58K | 0.00% | +30+37.0% | Added |
| Catherine Avery Investment Management LLC | 112 | $8.66K | 0.01% | +112 | New |
| Cherry Tree Wealth Management, LLC | 114 | $8.81K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 114 | $8.81K | 0.00% | +46+67.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 126 | $9.74K | 0.00% | 00.0% | Unchanged |
| Comprehensive Financial Planning, Inc. | 129 | $10.0K | 0.01% | +129 | New |
| Kohmann Bosshard Financial Services, LLC | 130 | $10.1K | 0.00% | +130 | New |
| Geneos Wealth Management Inc. | 134 | $10.4K | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 135 | $10.4K | 0.01% | +135 | New |
| Versant Capital Management, Inc | 142 | $11.0K | 0.00% | −33−18.9% | Reduced |
| Clean Yield Group | 146 | $11.3K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 146 | $11.3K | 0.00% | +146 | New |
| Private Wealth Management Group, LLC | 147 | $11.4K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 150 | $11.6K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 156 | $12.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 159 | $12.3K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 162 | $12.5K | 0.01% | 00.0% | Unchanged |
| Talon Private Wealth, LLC | 168 | $13.0K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 169 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 175 | $13.5K | 0.00% | +147+525.0% | Added |
| Carolinas Wealth Consulting LLC | 180 | $13.8K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 180 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 180 | $13.9K | 0.01% | +180 | New |
| Bruce G. Allen Investments, LLC | 182 | $14.1K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 186 | $14.4K | 0.00% | +68+57.6% | Added |