| J.Safra Asset Management Corp | 26 | $0 | 0.00% | −3−10.3% | Reduced |
| Horan Securities, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 1 | $0 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 1 | $223 | 0.00% | – | – |
| NVWM, LLC | 6 | $1.00K | 0.00% | −3,402−99.8% | Reduced |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 3 | $1.00K | 0.00% | −1−25.0% | Reduced |
| BerganKDV Wealth Management, LLC | 5 | $1.00K | 0.00% | +1+25.0% | Added |
| Bellwether Advisors, LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 5 | $1.00K | 0.00% | +5 | New |
| WFA of San Diego, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Ritter Daniher Financial Advisory LLC | 4 | $1.00K | 0.00% | +4 | New |
| TFC Financial Management | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 10 | $2.00K | 0.00% | −1−9.1% | Reduced |
| Cedar Wealth Management, LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 10 | $2.00K | 0.00% | +10 | New |
| Tfo-TDC, LLC | 11 | $2.00K | 0.00% | +11 | New |
| Retirement Group, LLC | 10 | $2.00K | 0.00% | +10 | New |
| Castleview Partners, LLC | 123 | $2.04K | 0.00% | +70+132.1% | Added |
| Bartlett & Co. Wealth Management LLC | 10 | $2.23K | 0.00% | +10 | New |
| Focused Wealth Management, Inc | 15 | $3.00K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 18 | $4.00K | 0.00% | −6−25.0% | Reduced |
| Stonebridge Capital Advisors LLC | 20 | $4.00K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 18 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Bank & Trust | 17 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 17 | $4.00K | 0.00% | +10+142.9% | Added |
| Bangor Savings Bank | 16 | $4.00K | 0.00% | +16 | New |
| Enterprise Trust & Investment Co | 16 | $4.00K | 0.00% | +16 | New |
| Arcadia Investment Advisors LLC | 20 | $4.46K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 21 | $5.00K | 0.00% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 21 | $5.00K | 0.00% | +21 | New |
| GW&K Investment Management, LLC | 25 | $6.00K | 0.00% | −1,017−97.6% | Reduced |
| HighMark Wealth Management LLC | 28 | $6.00K | 0.00% | −12−30.0% | Reduced |
| Sierra Capital LLC | 28 | $6.00K | 0.00% | −8−22.2% | Reduced |
| Central Bank & Trust Co | 26 | $6.00K | 0.00% | +26 | New |
| Leelyn Smith, LLC | 25 | $6.00K | 0.00% | +25 | New |
| Recurrent Investment Advisors LLC | 28 | $6.00K | 0.00% | +28 | New |
| Sterling Investment Advisors, Ltd. | 30 | $7.00K | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 32 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 31 | $7.00K | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 30 | $7.00K | 0.00% | +19+172.7% | Added |
| Sargent Bickham Lagudis LLC | 31 | $7.00K | 0.00% | +31 | New |
| Better Money Decisions, LLC | 31 | $7.00K | 0.01% | +31 | New |
| Tevis Investment Management | 33 | $7.00K | 0.01% | +33 | New |
| Stuart Chaussee & Associates, Inc. | 38 | $8.00K | 0.02% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 38 | $8.00K | 0.00% | +38 | New |
| Axim Planning & Wealth | 34 | $8.00K | 0.01% | +34 | New |
| Zullo Investment Group, Inc. | 40 | $9.00K | 0.01% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 44 | $10.0K | 0.00% | −24−35.3% | Reduced |
| RWM Asset Management, LLC | 45 | $10.0K | 0.00% | +45 | New |
| Sutton Wealth Advisors Inc. | 48 | $10.7K | 0.00% | +6+14.3% | Added |
| Bogart Wealth, LLC | 50 | $11.0K | 0.00% | 00.0% | Unchanged |
| Curi Capital | 51 | $11.0K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 50 | $11.0K | 0.00% | +9+22.0% | Added |
| Versant Capital Management, Inc | 49 | $11.0K | 0.00% | +29+145.0% | Added |
| PrairieView Partners, LLC | 50 | $11.0K | 0.00% | +50 | New |
| Total Clarity Wealth Management, Inc. | 50 | $11.0K | 0.01% | +50 | New |
| Castle Wealth Management LLC | 50 | $11.0K | 0.01% | +50 | New |
| Investors Research Corp | 56 | $12.0K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 53 | $12.0K | 0.01% | +33+165.0% | Added |
| Cordasco Financial Network | 54 | $12.0K | 0.01% | +54 | New |
| High Net Worth Advisory Group LLC | 55 | $12.0K | 0.00% | +55 | New |
| Rockbridge Investment Management, LCC | 55 | $12.3K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 60 | $13.0K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 57 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bramshill Investments, LLC | 60 | $13.0K | 0.00% | +60 | New |
| MV Capital Management, Inc. | 63 | $14.0K | 0.00% | −1−1.6% | Reduced |
| Cypress Capital Management LLC (WY) | 61 | $14.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 66 | $14.7K | 0.01% | +66 | New |
| Patriot Financial Group Insurance Agency, LLC | 65 | $15.0K | 0.00% | +41+170.8% | Added |
| Steward Financial Group LLC | 68 | $15.0K | 0.01% | +41+151.9% | Added |
| Tucker Asset Management LLC | 70 | $15.6K | 0.01% | 00.0% | Unchanged |
| John W. Brooker & Co., CPAs | 71 | $16.0K | 0.01% | 00.0% | Unchanged |
| Founders Capital Management | 71 | $16.0K | 0.01% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 76 | $17.0K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 76 | $17.0K | 0.00% | +46+153.3% | Added |
| Ronald Blue Trust, Inc. | 69 | $17.0K | 0.00% | +69 | New |
| Massmutual Trust Co FSB | 82 | $18.0K | 0.00% | −16−16.3% | Reduced |
| Oakworth Capital, Inc. | 82 | $18.0K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 85 | $19.0K | 0.01% | −42−33.1% | Reduced |
| South State Corp. | 86 | $19.0K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 87 | $19.0K | 0.01% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 83 | $19.0K | 0.00% | 00.0% | Unchanged |
| AGF Investments LLC | 92 | $21.0K | 0.00% | −3,731−97.6% | Reduced |
| Core Alternative Capital | 92 | $21.0K | 0.00% | −2,439−96.4% | Reduced |
| Jones Financial Companies LLLP | 95 | $21.0K | 0.00% | −51−34.9% | Reduced |
| Charter Oak Capital Management, LLC | 96 | $21.0K | 0.00% | +19+24.7% | Added |
| Kelly Lawrence W & Associates Inc | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| McMillion Capital Management Inc | 102 | $23.0K | 0.02% | +102 | New |
| West Paces Advisors Inc. | 105 | $23.4K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 115 | $26.0K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 122 | $27.0K | 0.02% | −204−62.6% | Reduced |
| Selective Wealth Management, Inc. | 125 | $28.0K | 0.01% | +125 | New |
| Earnest Partners LLC | 132 | $29.0K | 0.00% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 128 | $29.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 116 | $29.0K | 0.01% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 132 | $30.0K | 0.00% | +4+3.1% | Added |
| Atwood & Palmer Inc | 135 | $30.0K | 0.00% | +135 | New |
| CVA Family Office, LLC | 140 | $31.0K | 0.01% | 00.0% | Unchanged |