| Dogwood Wealth Management LLC | 0 | $10 | 0.00% | 0 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1 | $236 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $473 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $709 | 0.00% | +3 | New |
| True Wealth Design, LLC | 3 | $710 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 4 | $946 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 4 | $946 | 0.00% | +4 | New |
| Householder Group Estate & Retirement Specialist, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 4 | $1.00K | 0.00% | +4 | New |
| Raffa Wealth Management, LLC | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 5 | $1.18K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 5 | $1.23K | 0.00% | +5 | New |
| Plato Investment Management Ltd | 6 | $1.42K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $1.42K | 0.00% | −6−50.0% | Reduced |
| New England Capital Financial Advisors LLC | 6 | $1.51K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 8 | $1.89K | 0.00% | −108−93.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 8 | $1.89K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 8 | $1.89K | 0.00% | +8 | New |
| TSFG, LLC | 8 | $2.00K | 0.00% | −48−85.7% | Reduced |
| Iron Horse Wealth Management, LLC | 10 | $2.36K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 10 | $2.36K | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 12 | $2.84K | 0.00% | +10+500.0% | Added |
| Frank, Rimerman Advisors LLC | 14 | $3.31K | 0.00% | +14 | New |
| TD Capital Management LLC | 15 | $3.55K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 16 | $3.78K | 0.00% | +16 | New |
| Hoey Investments, Inc | 16 | $3.78K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 15 | $4.00K | 0.00% | +6+66.7% | Added |
| Long Island Wealth Management, Inc. | 17 | $4.00K | 0.00% | +17 | New |
| Pacific Capital Wealth Advisors, Inc | 17 | $4.02K | 0.00% | +17 | New |
| TFC Financial Management | 17 | $4.03K | 0.00% | +8+88.9% | Added |
| Stone House Investment Management, LLC | 20 | $4.76K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 21 | $4.96K | 0.00% | +21 | New |
| Signature Resources Capital Management, LLC | 21 | $4.96K | 0.00% | +21 | New |
| Capital Analysts, LLC | 20 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 23 | $5.32K | 0.00% | +1+4.5% | Added |
| Cetera Trust Company, N.A | 23 | $5.44K | 0.00% | +23 | New |
| Byrne Asset Management LLC | 25 | $5.89K | 0.00% | 00.0% | Unchanged |
| Trust Co | 25 | $5.91K | 0.00% | −750−96.8% | Reduced |
| Bell Investment Advisors, Inc | 25 | $5.91K | 0.00% | −10−28.6% | Reduced |
| Leonteq Securities AG | 27 | $6.38K | 0.00% | −35−56.5% | Reduced |
| Caitlin John, LLC | 27 | $6.48K | 0.01% | +27 | New |
| Capstone Investment Advisors, LLC | 29 | $6.86K | 0.00% | −13,609−99.8% | Reduced |
| Focused Wealth Management, Inc | 30 | $7.01K | 0.00% | +1+3.4% | Added |
| Coston, McIsaac & Partners | 34 | $8.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 42 | $8.22K | 0.01% | +42 | New |
| Eukles Asset Management | 35 | $8.27K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 35 | $8.27K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 36 | $8.51K | 0.01% | +36 | New |
| Sachetta, LLC | 37 | $8.75K | 0.00% | +37 | New |
| Roble, Belko & Company, Inc | 40 | $9.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 39 | $9.31K | 0.00% | +5+14.7% | Added |
| Headlands Technologies LLC | 41 | $9.69K | 0.00% | −331−89.0% | Reduced |
| City State Bank | 44 | $10.0K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 44 | $10.0K | 0.01% | +44 | New |
| Creekmur Asset Management LLC | 43 | $10.2K | 0.00% | +43 | New |
| Highline Wealth Partners LLC | 46 | $10.9K | 0.01% | 00.0% | Unchanged |
| Operose Advisors LLC | 47 | $11.1K | 0.00% | −117−71.3% | Reduced |
| Arvest Investments, Inc. | 50 | $11.8K | 0.00% | +50 | New |
| Gleason Group, Inc. | 53 | $12.5K | 0.00% | +1+1.9% | Added |
| DB Wealth Management Group, LLC | 57 | $13.5K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 62 | $14.7K | 0.01% | −18−22.5% | Reduced |
| GW&K Investment Management, LLC | 69 | $16.0K | 0.00% | +1+1.5% | Added |
| Rockbridge Investment Management, LCC | 70 | $16.5K | 0.00% | +70 | New |
| McIlrath & Eck, LLC | 71 | $16.8K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 74 | $17.5K | 0.01% | +74 | New |
| Abound Wealth Management | 79 | $18.7K | 0.01% | +4+5.3% | Added |
| Coppell Advisory Solutions LLC | 83 | $19.6K | 0.00% | +83 | New |
| Foster Dykema Cabot & Partners, LLC | 83 | $19.6K | 0.00% | +83 | New |
| GoalVest Advisory LLC | 88 | $20.8K | 0.01% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 94 | $22.2K | 0.00% | +94 | New |
| Bangor Savings Bank | 94 | $22.2K | 0.00% | −256−73.1% | Reduced |
| Greenwood Gearhart Inc | 95 | $22.5K | 0.00% | +95 | New |
| Luken Investment Analytics, LLC | 100 | $23.6K | 0.01% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 100 | $23.6K | 0.01% | +100 | New |
| Planned Solutions, Inc. | 100 | $23.6K | 0.01% | +100 | New |
| Disciplined Equity Management, Inc. | 100 | $23.6K | 0.02% | +100 | New |
| Covestor Ltd | 100 | $24.0K | 0.02% | +1+1.0% | Added |
| Itau Unibanco Holding S.A. | 102 | $24.1K | 0.00% | −1,734−94.4% | Reduced |
| Pinnacle Bancorp, Inc. | 102 | $24.1K | 0.01% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 104 | $24.6K | 0.01% | 00.0% | Unchanged |
| Oakmont Corp | 110 | $26.0K | 0.01% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 110 | $26.0K | 0.01% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 111 | $26.4K | 0.02% | −198−64.1% | Reduced |
| Glen Eagle Advisors, LLC | 112 | $26.5K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 115 | $27.2K | 0.03% | 00.0% | Unchanged |
| Custom Portfolio Group LLC | 117 | $27.7K | 0.02% | +117 | New |
| Dunhill Financial, LLC | 119 | $28.0K | 0.03% | +119 | New |
| Sugarloaf Wealth Management, LLC | 122 | $28.8K | 0.01% | +1+0.8% | Added |
| Exchange Traded Concepts, LLC | 122 | $28.8K | 0.00% | +106+662.5% | Added |
| United Community Bank | 123 | $29.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 124 | $29.3K | 0.01% | +9+7.8% | Added |
| Ruedi Wealth Management, Inc. | 130 | $30.7K | 0.01% | +19+17.1% | Added |
| SOA Wealth Advisors, LLC. | 130 | $30.7K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 134 | $31.7K | 0.01% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 136 | $32.1K | 0.01% | +136 | New |
| Provence Wealth Management Group | 141 | $33.3K | 0.02% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 146 | $34.0K | 0.02% | +146 | New |
| HWG Holdings LP | 146 | $34.5K | 0.02% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 146 | $34.5K | 0.00% | +111+317.1% | Added |
| Loomis Sayles & Co L P | 152 | $36.0K | 0.00% | −77−33.6% | Reduced |