| Dogwood Wealth Management LLC | 0 | $6 | 0.00% | 0 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | $37 | 0.00% | +1 | New |
| Kozak & Associates, Inc. | 2 | $91 | 0.00% | −243−99.2% | Reduced |
| Johnson Financial Group, Inc. | 5 | $289 | 0.00% | +5 | New |
| Clear Point Advisors Inc. | 5 | $301 | 0.00% | +5 | New |
| RFP Financial Group LLC | 7 | $419 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 8 | $459 | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 11 | $535 | 0.00% | +11 | New |
| Laurel Wealth Advisors LLC | 10 | $575 | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 12 | $705 | 0.00% | +12 | New |
| Ables, Iannone, Moore & Associates, Inc. | 14 | $804 | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 21 | $1.00K | 0.00% | +1+5.0% | Added |
| Loomis Sayles & Co L P | 19 | $1.00K | 0.00% | +19 | New |
| Fairman Group, LLC | 19 | $1.10K | 0.00% | +19 | New |
| Caitlin John, LLC | 22 | $1.28K | 0.00% | +22 | New |
| Prestige Wealth Management Group LLC | 24 | $1.39K | 0.00% | −101−80.8% | Reduced |
| Planning Capital Management Corp | 25 | $1.44K | 0.00% | +25 | New |
| TFC Financial Management | 26 | $1.50K | 0.00% | −13−33.3% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 27 | $1.55K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 26 | $1.65K | 0.00% | +26 | New |
| Vaughan Nelson Investment Management, L.P. | 41 | $2.00K | 0.00% | +41 | New |
| CarsonAllaria Wealth Management, Ltd. | 36 | $2.08K | 0.00% | +1+2.9% | Added |
| Dunhill Financial, LLC | 43 | $2.50K | 0.00% | +43 | New |
| Eagle Bay Advisors LLC | 44 | $2.53K | 0.00% | −4−8.3% | Reduced |
| Pinnacle Financial Partners Inc | 45 | $2.58K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 47 | $2.70K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 56 | $3.22K | 0.00% | +56 | New |
| Raffa Wealth Management, LLC | 57 | $3.27K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 57 | $3.29K | 0.00% | −4−6.6% | Reduced |
| Country Trust Bank | 62 | $3.56K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 69 | $3.97K | 0.00% | +69 | New |
| Psagot Value Holdings Ltd. / (Israel) | 66 | $4.00K | 0.00% | +60+1,000.0% | Added |
| Hoey Investments, Inc | 77 | $4.42K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 82 | $4.73K | 0.00% | +67+446.7% | Added |
| Sofos Investments, Inc. | 82 | $4.75K | 0.00% | −364−81.6% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 83 | $4.77K | 0.00% | +83 | New |
| Pacifica Partners Inc. | 90 | $4.94K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 95 | $5.46K | 0.00% | −202−68.0% | Reduced |
| Global Trust Asset Management, LLC | 100 | $5.74K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 100 | $5.74K | 0.00% | +100 | New |
| Spectrum Wealth Counsel, LLC | 100 | $5.74K | 0.00% | +100 | New |
| Boyd Watterson Asset Management LLC | 103 | $5.91K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 111 | $6.00K | 0.00% | +3+2.8% | Added |
| FNY Investment Advisers, LLC | 120 | $6.00K | 0.01% | +80+200.0% | Added |
| HighMark Wealth Management LLC | 106 | $6.09K | 0.00% | +2+1.9% | Added |
| Operose Advisors LLC | 110 | $6.32K | 0.00% | −495−81.8% | Reduced |
| Highline Wealth Partners LLC | 115 | $6.60K | 0.00% | +115 | New |
| Abound Wealth Management | 116 | $6.67K | 0.00% | +55+90.2% | Added |
| GHP Investment Advisors, Inc. | 121 | $6.95K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 122 | $7.01K | 0.00% | +95+351.9% | Added |
| Richard W. Paul & Associates, LLC | 126 | $7.24K | 0.00% | −34−21.3% | Reduced |
| Hobbs Group Advisors, LLC | 127 | $7.29K | 0.00% | +127 | New |
| Sandy Spring Bank | 128 | $7.35K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 128 | $7.35K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 129 | $7.41K | 0.00% | +29+29.0% | Added |
| Abich Financial Wealth Management LLC | 135 | $7.75K | 0.01% | +135 | New |
| Moisand Fitzgerald Tamayo, LLC | 136 | $7.81K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 137 | $7.87K | 0.00% | +1+0.7% | Added |
| Kiely Wealth Advisory Group, Inc. | 143 | $7.90K | 0.00% | +143 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 150 | $8.65K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 159 | $9.13K | 0.01% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 163 | $9.36K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 173 | $9.93K | 0.02% | +173 | New |
| Hoese & Co LLP | 200 | $10.8K | 0.01% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 188 | $10.8K | 0.01% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 200 | $11.0K | 0.00% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 200 | $11.5K | 0.01% | +200 | New |
| Strategic Investment Solutions, Inc. | 200 | $11.5K | 0.00% | +200 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 200 | $11.5K | 0.02% | +200 | New |
| Rosenberg Matthew Hamilton | 215 | $12.3K | 0.00% | −142−39.8% | Reduced |
| Salomon & Ludwin, LLC | 254 | $12.7K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 225 | $12.9K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 221 | $13.0K | 0.00% | −75−25.3% | Reduced |
| Core Wealth Advisors, Inc. | 228 | $13.1K | 0.00% | +49+27.4% | Added |
| CGC Financial Services, LLC | 236 | $13.6K | 0.01% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 242 | $13.9K | 0.02% | +242 | New |
| Evermay Wealth Management LLC | 244 | $14.1K | 0.00% | +6+2.5% | Added |
| Aspect Partners, LLC | 252 | $14.5K | 0.01% | +252 | New |
| FSC Wealth Advisors, LLC | 267 | $15.3K | 0.01% | +100+59.9% | Added |
| Impact Partnership Wealth, LLC | 270 | $15.5K | 0.01% | −2,317−89.6% | Reduced |
| Providence Capital Advisors, LLC | 272 | $15.6K | 0.00% | +237+677.1% | Added |
| GW&K Investment Management, LLC | 281 | $16.0K | 0.00% | +72+34.4% | Added |
| Tennessee Valley Asset Management Partners | 280 | $16.1K | 0.00% | +280 | New |
| Barrett & Company, Inc. | 284 | $16.3K | 0.01% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 288 | $16.5K | 0.00% | +288 | New |
| Smartleaf Asset Management LLC | 285 | $16.7K | 0.00% | +285 | New |
| Washington Trust Co | 300 | $17.2K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 312 | $17.9K | 0.00% | −198−38.8% | Reduced |
| Luken Investment Analytics, LLC | 327 | $18.8K | 0.01% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 330 | $18.9K | 0.01% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 341 | $19.6K | 0.01% | +341 | New |
| Hartford Financial Management Inc. | 350 | $20.1K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 352 | $20.2K | 0.00% | +5+1.4% | Added |
| Northwest Financial Advisors | 353 | $20.3K | 0.02% | +353 | New |
| Quarry LP | 357 | $20.5K | 0.01% | +357 | New |
| Monetary Management Group Inc | 360 | $20.7K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 373 | $21.4K | 0.02% | +373 | New |
| Central Bank & Trust Co | 380 | $21.8K | 0.00% | +380 | New |
| ICA Group Wealth Management, LLC | 386 | $22.2K | 0.00% | +386 | New |
