| Sofos Investments, Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Gradient Investments LLC | 1 | $148 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 3 | $445 | 0.00% | −1−25.0% | Reduced |
| Delos Wealth Advisors, LLC | 3 | $445 | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 3 | $445 | 0.00% | +3 | New |
| True Wealth Design, LLC | 4 | $593 | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $593 | 0.00% | +4 | New |
| Castleview Partners, LLC | 4 | $593 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 5 | $742 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 6 | $890 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 6 | $890 | 0.00% | +5+500.0% | Added |
| Asset Dedication, LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $1.04K | 0.00% | −35−83.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 8 | $1.19K | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 9 | $1.25K | 0.00% | +9 | New |
| Motco | 9 | $1.33K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.33K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 12 | $1.78K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 12 | $1.78K | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 12 | $1.78K | 0.00% | +11+1,100.0% | Added |
| Valley National Advisers Inc | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 14 | $2.08K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 16 | $2.18K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 15 | $2.22K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 15 | $2.22K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 16 | $2.37K | 0.00% | −125−88.7% | Reduced |
| Sachetta, LLC | 16 | $2.37K | 0.00% | +16 | New |
| St Germain D J Co Inc | 17 | $2.52K | 0.00% | −170−90.9% | Reduced |
| Abich Financial Wealth Management LLC | 19 | $2.82K | 0.00% | +19 | New |
| Macroview Investment Management LLC | 19 | $2.82K | 0.00% | −60−75.9% | Reduced |
| Abound Wealth Management | 21 | $3.11K | 0.00% | +12+133.3% | Added |
| DiNuzzo Private Wealth, Inc. | 22 | $3.26K | 0.00% | +22 | New |
| Lee Financial Co | 25 | $3.71K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 25 | $3.71K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 25 | $3.71K | 0.00% | +25 | New |
| HBC Financial Services, PLLC | 27 | $4.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 25 | $4.00K | 0.00% | +3+13.6% | Added |
| Frazier Financial Advisors, LLC | 27 | $4.00K | 0.00% | +27 | New |
| Geneos Wealth Management Inc. | 30 | $4.45K | 0.00% | +3+11.1% | Added |
| AdvisorNet Financial, Inc | 32 | $4.74K | 0.00% | +1+3.2% | Added |
| Huntington National Bank | 32 | $4.74K | 0.00% | −6−15.8% | Reduced |
| REAP Financial Group, LLC | 32 | $4.75K | 0.00% | +32 | New |
| Capital Advisors, Ltd. LLC | 36 | $5.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 35 | $5.19K | 0.00% | +35 | New |
| Itau Unibanco Holding S.A. | 37 | $5.49K | 0.00% | −50−57.5% | Reduced |
| SJS Investment Consulting Inc. | 37 | $5.49K | 0.00% | +4+12.1% | Added |
| Farmers & Merchants Investments Inc | 38 | $5.63K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 40 | $5.93K | 0.00% | −5−11.1% | Reduced |
| Bell Investment Advisors, Inc | 41 | $6.08K | 0.00% | +17+70.8% | Added |
| Trifecta Capital Advisors, LLC | 42 | $6.23K | 0.00% | +42 | New |
| Spire Wealth Management | 48 | $7.24K | 0.00% | +9+23.1% | Added |
| Parkside Financial Bank & Trust | 54 | $8.01K | 0.00% | −53−49.5% | Reduced |
| Tucker Asset Management LLC | 57 | $8.45K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 57 | $8.45K | 0.00% | +46+418.2% | Added |
| Institutional & Family Asset Management, LLC | 59 | $8.75K | 0.00% | −18−23.4% | Reduced |
| Harbour Investments, Inc. | 59 | $8.75K | 0.00% | +10+20.4% | Added |
| Glassman Wealth Services | 60 | $8.89K | 0.00% | −5−7.7% | Reduced |
| Joseph Group Capital Management | 60 | $8.89K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 58 | $9.00K | 0.01% | +58 | New |
| Princeton Global Asset Management LLC | 63 | $9.29K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 66 | $9.78K | 0.00% | +45+214.3% | Added |
| MV Capital Management, Inc. | 70 | $10.4K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 72 | $10.7K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 76 | $11.3K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 79 | $11.7K | 0.00% | −24−23.3% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 80 | $11.9K | 0.00% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 88 | $13.0K | 2.84% | 00.0% | Unchanged |
| Point72 Europe (London) LLP | 90 | $13.3K | 0.00% | +90 | New |
| Private Wealth Management Group, LLC | 90 | $13.3K | 0.01% | +90 | New |
| Richardson Financial Services Inc. | 91 | $13.5K | 0.01% | +91 | New |
| Householder Group Estate & Retirement Specialist, LLC | 100 | $14.0K | 0.00% | −187−65.2% | Reduced |
| JFS Wealth Advisors, LLC | 100 | $14.8K | 0.00% | +11+12.4% | Added |
| MidAtlantic Capital Management, Inc. | 102 | $15.1K | 0.01% | +102 | New |
| Caitlin John, LLC | 104 | $15.5K | 0.01% | +104 | New |
| Concord Wealth Partners | 106 | $15.7K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 109 | $16.0K | 0.00% | −79−42.0% | Reduced |
| Millburn Ridgefield Corp | 108 | $16.0K | 0.00% | −13−10.7% | Reduced |
| Catalyst Capital Advisors LLC | 108 | $16.0K | 0.00% | −13−10.7% | Reduced |
| Delta Asset Management LLC | 110 | $16.3K | 0.00% | −15−12.0% | Reduced |
| Advisory Services Network, LLC | 114 | $16.9K | 0.00% | −3,720−97.0% | Reduced |
| Hexagon Capital Partners LLC | 122 | $18.1K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 125 | $18.5K | 0.02% | +125 | New |
| JJJ Advisors Inc. | 126 | $18.7K | 0.00% | +33+35.5% | Added |
| Johnson Financial Group, Inc. | 137 | $20.3K | 0.00% | +9+7.0% | Added |
| Headlands Technologies LLC | 148 | $21.9K | 0.01% | −701−82.6% | Reduced |
| Raleigh Capital Management Inc. | 150 | $22.3K | 0.01% | +25+20.0% | Added |
| VisionPoint Advisory Group, LLC | 167 | $24.8K | 0.01% | −87−34.3% | Reduced |
| Gould Capital, LLC | 174 | $25.8K | 0.02% | −25−12.6% | Reduced |
| Contravisory Investment Management, Inc. | 179 | $26.5K | 0.01% | +179 | New |
| Glen Eagle Advisors, LLC | 182 | $27.0K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 182 | $27.0K | 0.02% | +182 | New |
| Deseret Mutual Benefit Administrators | 195 | $28.9K | 0.02% | −61−23.8% | Reduced |
| Proequities, Inc. | 196 | $29.1K | 0.00% | +24+14.0% | Added |
| Mendota Financial Group, LLC | 204 | $30.2K | 0.02% | −62−23.3% | Reduced |
| Rogco, LP | 214 | $31.7K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 216 | $32.0K | 0.01% | +216 | New |
| Smithfield Trust Co | 235 | $35.0K | 0.00% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $35.6K | 0.03% | – | – |
| Ronald Blue Trust, Inc. | 263 | $36.0K | 0.00% | +78+42.2% | Added |
| Larson Financial Group LLC | 251 | $37.2K | 0.00% | +1+0.4% | Added |
