| Dogwood Wealth Management LLC | 0 | $8 | 0.00% | 0 | New |
| Sunbelt Securities, Inc. | 1 | $214 | 0.00% | −86−98.9% | Reduced |
| Global Wealth Strategies & Associates | 1 | $273 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1 | $305 | 0.00% | −92−98.9% | Reduced |
| Truvestments Capital LLC | 1 | $305 | 0.00% | −51−98.1% | Reduced |
| Highline Wealth Partners LLC | 1 | $305 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 2 | $327 | 0.00% | +1+100.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 3 | $841 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 3 | $915 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 3 | $915 | 0.00% | +3 | New |
| Loomis Sayles & Co L P | 4 | $1.00K | 0.00% | +4 | New |
| Key Financial Inc | 4 | $1.22K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 4 | $1.22K | 0.00% | +4 | New |
| Versant Capital Management, Inc | 5 | $1.52K | 0.00% | −10−66.7% | Reduced |
| Raleigh Capital Management Inc. | 5 | $1.52K | 0.00% | +5 | New |
| Eagle Bay Advisors LLC | 6 | $1.83K | 0.00% | −4−40.0% | Reduced |
| Atticus Wealth Management, LLC | 6 | $1.83K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 6 | $1.83K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $2.00K | 0.00% | +4+200.0% | Added |
| Frank, Rimerman Advisors LLC | 7 | $2.13K | 0.00% | +7 | New |
| SRS Capital Advisors, Inc. | 7 | $2.15K | 0.00% | −1−12.5% | Reduced |
| MCF Advisors LLC | 8 | $2.44K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 8 | $2.44K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 8 | $2.44K | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 8 | $2.44K | 0.00% | +8 | New |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $2.45K | 0.00% | +7+700.0% | Added |
| Venturi Wealth Management, LLC | 9 | $2.75K | 0.00% | −7−43.8% | Reduced |
| Cornerstone Planning Group LLC | 9 | $2.75K | 0.00% | −2−18.2% | Reduced |
| Trifecta Capital Advisors, LLC | 9 | $2.75K | 0.00% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 10 | $3.05K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 11 | $3.34K | 0.00% | +11 | New |
| Quent Capital, LLC | 11 | $3.35K | 0.00% | +11 | New |
| McGlone Suttner Wealth Management, Inc. | 12 | $3.53K | 0.00% | +12 | New |
| Operose Advisors LLC | 12 | $3.66K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 12 | $3.66K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 13 | $3.96K | 0.00% | +13 | New |
| Aspect Partners, LLC | 13 | $3.96K | 0.00% | +13 | New |
| Psagot Value Holdings Ltd. / (Israel) | 13 | $4.00K | 0.00% | +13 | New |
| Sachetta, LLC | 14 | $4.27K | 0.00% | +14 | New |
| Financial Management Professionals, Inc. | 15 | $5.00K | 0.00% | +2+15.4% | Added |
| Raffa Wealth Management, LLC | 17 | $5.18K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 20 | $5.70K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 20 | $6.00K | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 20 | $6.10K | 0.00% | +10+100.0% | Added |
| Hoese & Co LLP | 25 | $6.47K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 22 | $6.71K | 0.00% | +5+29.4% | Added |
| Abound Wealth Management | 24 | $7.39K | 0.00% | +4+20.0% | Added |
| ClariVest Asset Management LLC | 25 | $7.63K | 0.00% | −2−7.4% | Reduced |
| North Star Investment Management Corp. | 25 | $7.63K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 26 | $7.93K | 0.00% | +8+44.4% | Added |
| Manitou Investment Management Ltd. | 27 | $8.23K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 31 | $9.46K | 0.00% | −14−31.1% | Reduced |
| Financial Avengers, Inc. | 33 | $10.0K | 0.01% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 33 | $10.1K | 0.01% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 35 | $10.7K | 0.00% | +35 | New |
| Pineridge Advisors LLC | 35 | $10.7K | 0.00% | +35 | New |
| Gradient Investments LLC | 35 | $10.8K | 0.00% | −26−42.6% | Reduced |
| Wolff Wiese Magana LLC | 36 | $11.1K | 0.01% | −3,340−98.9% | Reduced |
| Fortitude Family Office, LLC | 37 | $11.3K | 0.01% | +37 | New |
| Arlington Trust Co LLC | 38 | $11.6K | 0.00% | +31+442.9% | Added |
| GPS Wealth Strategies Group, LLC | 38 | $11.7K | 0.00% | −87−69.6% | Reduced |
| DecisionPoint Financial, LLC | 39 | $11.9K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 39 | $11.9K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 41 | $12.5K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 43 | $13.1K | 0.01% | +43 | New |
| Asset Dedication, LLC | 45 | $14.0K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 50 | $15.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 50 | $15.3K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 50 | $15.3K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 53 | $16.0K | 0.00% | −3−5.4% | Reduced |
| GW&K Investment Management, LLC | 51 | $16.0K | 0.00% | +8+18.6% | Added |
| Core Alternative Capital | 53 | $16.1K | 0.00% | −12−18.5% | Reduced |
| Bell Investment Advisors, Inc | 53 | $16.2K | 0.00% | −11−17.2% | Reduced |
| Legacy Bridge, LLC | 59 | $18.0K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 59 | $18.0K | 0.01% | +7+13.5% | Added |
| Cutler Group LP | 62 | $18.0K | 0.00% | −507−89.1% | Reduced |
| Kelly Financial Services LLC | 60 | $18.3K | 0.01% | +1+1.7% | Added |
| DB Wealth Management Group, LLC | 60 | $18.3K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 60 | $18.3K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 60 | $18.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 75 | $19.8K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 67 | $20.4K | 0.00% | +43+179.2% | Added |
| Quarry LP | 70 | $21.4K | 0.01% | +19+37.3% | Added |
| Smartleaf Asset Management LLC | 71 | $21.9K | 0.01% | +71 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 72 | $22.1K | 0.00% | −73−50.3% | Reduced |
| MV Capital Management, Inc. | 73 | $22.3K | 0.00% | +34+87.2% | Added |
| Main Street Group, LTD | 75 | $22.9K | 0.01% | +75 | New |
| Deseret Mutual Benefit Administrators | 76 | $23.2K | 0.01% | −301−79.8% | Reduced |
| Prestige Wealth Management Group LLC | 83 | $25.3K | 0.01% | −32−27.8% | Reduced |
| Winch Advisory Services, LLC | 84 | $25.6K | 0.01% | +1+1.2% | Added |
| Brown Brothers Harriman & Co | 85 | $25.9K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 85 | $25.9K | 0.00% | +44+107.3% | Added |
| TCTC Holdings, LLC | 86 | $26.2K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 86 | $26.2K | 0.00% | +4+4.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 100 | $28.3K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 92 | $29.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 96 | $29.3K | 0.03% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 96 | $29.3K | 0.01% | +96 | New |
| Sandy Spring Bank | 98 | $29.9K | 0.00% | −5−4.9% | Reduced |
| Aspire Private Capital, LLC | 100 | $30.5K | 0.01% | −44−30.6% | Reduced |
