| Briaud Financial Planning, Inc | 46 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 13 | $0 | 0.00% | −18−58.1% | Reduced |
| Avion Wealth | 49 | $0 | 0.00% | +49 | New |
| Bay Harbor Wealth Management, LLC | 2 | $40 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $60 | 0.00% | +2+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 3 | $61 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 4 | $80 | 0.00% | −100−96.2% | Reduced |
| Valued Wealth Advisors LLC | 4 | $83 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $101 | 0.00% | −15−75.0% | Reduced |
| Quaker Wealth Management, LLC | 7 | $141 | 0.00% | +7 | New |
| Legacy Wealth Managment, LLC | 9 | $181 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 9 | $181 | 0.00% | +9 | New |
| Motco | 10 | $189 | 0.00% | +10 | New |
| Glen Eagle Advisors, LLC | 10 | $201 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 12 | $241 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 14 | $281 | 0.00% | −10−41.7% | Reduced |
| Rothschild Investment LLC | 15 | $301 | 0.00% | −6−28.6% | Reduced |
| Traub Capital Management LLC | 16 | $321 | 0.00% | +16 | New |
| Cromwell Holdings LLC | 18 | $362 | 0.00% | +18 | New |
| Bruce G. Allen Investments, LLC | 27 | $542 | 0.00% | +1+3.8% | Added |
| MV Capital Management, Inc. | 29 | $583 | 0.00% | −26−47.3% | Reduced |
| SBI Securities Co., Ltd. | 30 | $603 | 0.00% | −4−11.8% | Reduced |
| CVA Family Office, LLC | 34 | $683 | 0.00% | −75−68.8% | Reduced |
| Cape Investment Advisory, Inc. | 36 | $723 | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 36 | $731 | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 40 | $804 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 43 | $864 | 0.00% | −72−62.6% | Reduced |
| GFG Capital, LLC | 43 | $864 | 0.00% | +43 | New |
| Sierra Ocean, LLC | 46 | $924 | 0.00% | −157−77.3% | Reduced |
| Stone House Investment Management, LLC | 50 | $1.00K | 0.00% | +50 | New |
| Armstrong Advisory Group, Inc | 51 | $1.02K | 0.00% | +51 | New |
| Horizon Investments, LLC | 52 | $1.04K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 53 | $1.06K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 60 | $1.21K | 0.00% | −269−81.8% | Reduced |
| Bare Financial Services, Inc | 63 | $1.27K | 0.00% | +63 | New |
| SRS Capital Advisors, Inc. | 65 | $1.31K | 0.00% | +47+261.1% | Added |
| Key Financial Inc | 75 | $1.51K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 82 | $1.65K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 83 | $1.67K | 0.00% | +83 | New |
| Tortoise Investment Management, LLC | 87 | $1.75K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 93 | $1.88K | 0.00% | +1+1.1% | Added |
| UMA Financial Services, Inc. | 95 | $1.91K | 0.00% | +95 | New |
| Versant Capital Management, Inc | 97 | $1.95K | 0.00% | −69−41.6% | Reduced |
| Costello Asset Management, INC | 100 | $2.01K | 0.00% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 100 | $2.01K | 0.00% | +100 | New |
| Sachetta, LLC | 103 | $2.07K | 0.00% | +42+68.9% | Added |
| Ameritas Advisory Services, LLC | 112 | $2.25K | 0.00% | +112 | New |
| Plante Moran Financial Advisors, LLC | 120 | $2.42K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 135 | $2.71K | 0.00% | +20+17.4% | Added |
| Bessemer Group Inc | 165 | $3.00K | 0.00% | −301−64.6% | Reduced |
| GW&K Investment Management, LLC | 130 | $3.00K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 150 | $3.01K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 151 | $3.03K | 0.00% | −136−47.4% | Reduced |
| Kilter Group LLC | 151 | $3.03K | 0.00% | +151 | New |
| Prestige Wealth Management Group LLC | 159 | $3.19K | 0.00% | +42+35.9% | Added |
| Private Wealth Management Group, LLC | 168 | $3.38K | 0.00% | +18+12.0% | Added |
| Assetmark, Inc | 177 | $3.56K | 0.00% | +131+284.8% | Added |
| Smartleaf Asset Management LLC | 197 | $4.02K | 0.00% | −132−40.1% | Reduced |
| Dogwood Wealth Management LLC | 202 | $4.49K | 0.00% | +202 | New |
| MCF Advisors LLC | 242 | $4.87K | 0.00% | −4,179−94.5% | Reduced |
| Estabrook Capital Management | 250 | $5.02K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 256 | $5.14K | 0.00% | +10+4.1% | Added |
| Kiker Wealth Management, LLC | 281 | $5.64K | 0.00% | +281 | New |
| Moisand Fitzgerald Tamayo, LLC | 285 | $5.73K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 298 | $5.99K | 0.00% | +97+48.3% | Added |
| Optiver Holding B.V. | 329 | $6.61K | 0.00% | −4−1.2% | Reduced |
| Rosenberg Matthew Hamilton | 354 | $7.11K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 355 | $7.13K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 358 | $7.20K | 0.00% | +3+0.8% | Added |
| Atlantic Union Bankshares Corp | 364 | $7.31K | 0.00% | +364 | New |
| McIlrath & Eck, LLC | 396 | $7.96K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 401 | $8.06K | 0.01% | +272+210.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 429 | $8.64K | 0.00% | +429 | New |
| Sittner & Nelson, LLC | 486 | $9.76K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 494 | $9.93K | 0.00% | −52−9.5% | Reduced |
| AdvisorNet Financial, Inc | 500 | $10.0K | 0.00% | −5−1.0% | Reduced |
| Salem Investment Counselors Inc | 500 | $10.0K | 0.00% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 500 | $10.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 550 | $11.0K | 0.00% | +2+0.4% | Added |
| Hilltop National Bank | 600 | $12.1K | 0.00% | +600 | New |
| Trust Co | 602 | $12.1K | 0.00% | 00.0% | Unchanged |
| Erste Asset Management GmbH | 600 | $12.3K | 0.00% | +600 | New |
| Global Retirement Partners, LLC | 679 | $13.6K | 0.00% | +679 | New |
| DT Investment Partners, LLC | 728 | $14.6K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 804 | $16.2K | 0.00% | +804 | New |
| EverSource Wealth Advisors, LLC | 811 | $16.3K | 0.00% | −170−17.3% | Reduced |
| Allworth Financial LP | 813 | $16.3K | 0.00% | −863−51.5% | Reduced |
| Performa Ltd (US), LLC | 857 | $17.2K | 0.01% | +379+79.3% | Added |
| LRI Investments, LLC | 875 | $17.6K | 0.00% | +50+6.1% | Added |
| Geneos Wealth Management Inc. | 930 | $18.7K | 0.00% | +677+267.6% | Added |
| Signaturefd, LLC | 973 | $19.5K | 0.00% | −5,175−84.2% | Reduced |
| Quarry LP | 1,027 | $20.6K | 0.00% | −830−44.7% | Reduced |
| Parkside Financial Bank & Trust | 1,029 | $20.7K | 0.00% | −78−7.0% | Reduced |
| Crews Bank & Trust | 1,030 | $20.7K | 0.00% | −1,150−52.8% | Reduced |
| Massmutual Trust Co FSB | 1,034 | $20.8K | 0.00% | +137+15.3% | Added |
| CoreCap Advisors, LLC | 1,036 | $20.8K | 0.00% | +7+0.7% | Added |
| Huntington National Bank | 1,075 | $21.6K | 0.00% | −233−17.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,114 | $22.0K | 0.00% | +1,114 | New |
| St Germain D J Co Inc | 1,186 | $23.8K | 0.00% | +88+8.0% | Added |
| CIBC Private Wealth Group, LLC | 1,350 | $27.1K | 0.00% | −264−16.4% | Reduced |