| Central Trust Co | 0 | $24 | 0.00% | 0 | New |
| Measured Wealth Private Client Group, LLC | 0 | $53 | 0.00% | −95−100.0% | Reduced |
| Truvestments Capital LLC | 1 | $90 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $112 | 0.00% | +1 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | $113 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $114 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1 | $114 | 0.00% | +1 | New |
| Turning Point Benefit Group, Inc. | 2 | $226 | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 2 | $226 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 2 | $227 | 0.00% | +2 | New |
| Huntington National Bank | 3 | $339 | 0.00% | −153−98.1% | Reduced |
| Independence Bank of Kentucky | 3 | $339 | 0.00% | +3 | New |
| American Capital Advisory, LLC | 3 | $340 | 0.00% | +2+200.0% | Added |
| Principia Wealth Advisory, LLC | 4 | $452 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 4 | $452 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 4 | $494 | 0.00% | −1,056−99.6% | Reduced |
| Crewe Advisors LLC | 5 | $566 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 5 | $566 | 0.00% | +5 | New |
| Fairscale Capital, LLC | 6 | $678 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 6 | $679 | 0.00% | +6 | New |
| True Wealth Design, LLC | 7 | $792 | 0.00% | −1−12.5% | Reduced |
| HM Payson & Co | 7 | $792 | 0.00% | +7 | New |
| Western Pacific Wealth Management, LP | 8 | $904 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9 | $1.02K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 10 | $1.13K | 0.00% | +10 | New |
| Cornerstone Financial Management LLC | 10 | $1.13K | 0.00% | +10 | New |
| Raffa Wealth Management, LLC | 12 | $1.36K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 14 | $1.58K | 0.00% | −9−39.1% | Reduced |
| Signature Equity Partners, LLC | 14 | $1.58K | 0.00% | +14 | New |
| IMA Wealth, Inc. | 17 | $1.92K | 0.00% | +17 | New |
| GW&K Investment Management, LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 18 | $2.04K | 0.00% | +18 | New |
| Ramirez Asset Management, Inc. | 18 | $2.04K | 0.00% | +18 | New |
| Addison Advisors LLC | 19 | $2.15K | 0.00% | +19 | New |
| Salomon & Ludwin, LLC | 20 | $2.31K | 0.00% | −4−16.7% | Reduced |
| Financial Consulate, Inc | 22 | $2.49K | 0.00% | −4−15.4% | Reduced |
| Parkside Financial Bank & Trust | 24 | $2.71K | 0.00% | +5+26.3% | Added |
| GPS Wealth Strategies Group, LLC | 25 | $2.83K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 25 | $2.83K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 26 | $2.94K | 0.00% | −2−7.1% | Reduced |
| Albion Financial Group | 26 | $2.94K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 28 | $3.17K | 0.00% | +28 | New |
| Adirondack Trust Co | 30 | $3.39K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 30 | $3.39K | 0.00% | +30 | New |
| Washington Trust Advisors, Inc. | 36 | $4.03K | 0.00% | +1+2.9% | Added |
| Richardson Financial Services Inc. | 36 | $4.07K | 0.00% | −293−89.1% | Reduced |
| Private Trust Co NA | 40 | $4.52K | 0.00% | −109−73.2% | Reduced |
| Bank of Jackson Hole Trust | 41 | $4.63K | 0.00% | +41 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 50 | $5.65K | 0.00% | −2,768,870−100.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 50 | $5.65K | 0.00% | 00.0% | Unchanged |
| Hurley Capital, LLC | 52 | $5.88K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 56 | $6.33K | 0.00% | 00.0% | Unchanged |
| Evolution Wealth Management Inc. | 62 | $7.01K | 0.01% | +62 | New |
| North Star Investment Management Corp. | 63 | $7.12K | 0.00% | +20+46.5% | Added |
| MCF Advisors LLC | 65 | $7.35K | 0.00% | +65 | New |
| Montag A & Associates Inc | 65 | $7.38K | 0.00% | +61+1,525.0% | Added |
| Pinnacle Bancorp, Inc. | 72 | $8.14K | 0.00% | +58+414.3% | Added |
| GWM Advisors LLC | 76 | $8.59K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 80 | $9.04K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 80 | $9.04K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 81 | $9.17K | 0.00% | +47+138.2% | Added |
| SageView Advisory Group, LLC | 96 | $10.9K | 0.00% | +96 | New |
| Strategic Wealth Partners, Ltd. | 100 | $11.3K | 0.00% | −57−36.3% | Reduced |
| Parvin Asset Management, LLC | 100 | $11.3K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 101 | $11.4K | 0.00% | +101 | New |
| Ancora Advisors, LLC | 122 | $13.8K | 0.00% | +122 | New |
| Larson Financial Group LLC | 123 | $13.9K | 0.00% | +97+373.1% | Added |
| CoreCap Advisors, LLC | 131 | $14.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 138 | $15.3K | 0.00% | −296−68.2% | Reduced |
| Clearstead Advisors, LLC | 138 | $15.6K | 0.00% | +38+38.0% | Added |
| Park Square Financial Group, LLC | 102 | $17.3K | 0.10% | +9+9.7% | Added |
| McIlrath & Eck, LLC | 160 | $18.1K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 174 | $19.0K | 0.01% | +104+148.6% | Added |
| UMA Financial Services, Inc. | 170 | $19.2K | 0.00% | −7−4.0% | Reduced |
| SRS Capital Advisors, Inc. | 175 | $19.8K | 0.00% | +123+236.5% | Added |
| CIBC Private Wealth Group, LLC | 178 | $20.1K | 0.00% | +57+47.1% | Added |
| Cromwell Holdings LLC | 198 | $22.4K | 0.01% | −59−23.0% | Reduced |
| EverSource Wealth Advisors, LLC | 214 | $24.2K | 0.00% | +29+15.7% | Added |
| Cheviot Value Management, LLC | 225 | $25.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 241 | $27.2K | 0.00% | −8−3.2% | Reduced |
| Farther Finance Advisors, LLC | 301 | $34.0K | 0.00% | +256+568.9% | Added |
| National Bank of Canada | 319 | $36.0K | 0.00% | +319 | New |
| Manchester Capital Management LLC | 344 | $38.9K | 0.01% | +344 | New |
| AdvisorNet Financial, Inc | 349 | $39.5K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 355 | $40.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 360 | $40.7K | 0.00% | +360 | New |
| GAMMA Investing LLC | 374 | $42.3K | 0.00% | +157+72.4% | Added |
| Grove Bank & Trust | 377 | $42.6K | 0.00% | −14−3.6% | Reduced |
| Versant Capital Management, Inc | 406 | $45.9K | 0.01% | +246+153.8% | Added |
| Capital Analysts, LLC | 450 | $51.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 485 | $55.0K | 0.00% | −15−3.0% | Reduced |
| Sit Investment Associates Inc | 500 | $57.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 508 | $57.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 553 | $62.5K | 0.00% | +75+15.7% | Added |
| Smithfield Trust Co | 580 | $65.0K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 612 | $69.2K | 0.01% | +612 | New |
| Spire Wealth Management | 626 | $70.8K | 0.00% | −287−31.4% | Reduced |
| Allworth Financial LP | 633 | $71.6K | 0.00% | −263−29.4% | Reduced |
| Financial Perspectives, Inc | 635 | $71.8K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 695 | $78.6K | 0.00% | +50+7.8% | Added |