| Valley National Advisers Inc | 3 | $0 | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 2 | $0 | 0.00% | +2 | New |
| SkyView Investment Advisors, LLC | 4 | $0 | 0.00% | +4 | New |
| WestEnd Advisors, LLC | – | $102 | 0.00% | – | – |
| Capstone Investment Advisors, LLC | 2 | $203 | 0.00% | −739−99.7% | Reduced |
| Brown Brothers Harriman & Co | 2 | $203 | 0.00% | +2 | New |
| Laurel Wealth Advisors LLC | 3 | $305 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 3 | $305 | 0.00% | +1+50.0% | Added |
| Hexagon Capital Partners LLC | 4 | $406 | 0.00% | +4 | New |
| Sutton Wealth Advisors Inc. | 7 | $711 | 0.00% | −197−96.6% | Reduced |
| Horan Securities, Inc. | 7 | $711 | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 7 | $711 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 7 | $711 | 0.00% | +5+250.0% | Added |
| Harvest Fund Management Co., Ltd | 9 | $1.00K | 0.00% | −118−92.9% | Reduced |
| Ci Investments Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 7 | $1.00K | 0.00% | +7 | New |
| Zions Bancorporation, N.A. | 10 | $1.02K | 0.00% | −674−98.5% | Reduced |
| Spire Wealth Management | 10 | $1.02K | 0.00% | −339−97.1% | Reduced |
| Colonial Trust Advisors | 10 | $1.02K | 0.00% | −1−9.1% | Reduced |
| CVA Family Office, LLC | 10 | $1.02K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $1.02K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 10 | $1.02K | 0.00% | +10 | New |
| Core Alternative Capital | 10 | $1.02K | 0.00% | +10 | New |
| Disciplined Investments, LLC | 11 | $1.12K | 0.00% | +1+10.0% | Added |
| Harbour Investments, Inc. | 11 | $1.12K | 0.00% | +8+266.7% | Added |
| SJS Investment Consulting Inc. | 12 | $1.22K | 0.00% | +2+20.0% | Added |
| Nalls Sherbakoff Group, LLC | 15 | $1.51K | 0.00% | +15 | New |
| Raffa Wealth Management, LLC | 18 | $1.83K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 18 | $1.83K | 0.00% | +18 | New |
| Resources Management Corp | 190 | $2.00K | 0.00% | −1,504−88.8% | Reduced |
| Thompson Siegel & Walmsley LLC | 22 | $2.00K | 0.00% | −5−18.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 18 | $2.00K | 0.00% | −3−14.3% | Reduced |
| KB Financial Partners, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 20 | $2.03K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 20 | $2.03K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 21 | $2.13K | 0.00% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 25 | $2.51K | 0.00% | +25 | New |
| Piershale Financial Group, Inc. | 25 | $2.54K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $2.54K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 25 | $2.54K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 28 | $2.84K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 32 | $3.00K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 30 | $3.05K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 36 | $3.66K | 0.00% | 00.0% | Unchanged |
| First Community Trust NA | 37 | $3.76K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 43 | $4.00K | 0.00% | +35+437.5% | Added |
| First Horizon Advisors, Inc. | 40 | $4.06K | 0.00% | −305−88.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 40 | $4.06K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 40 | $4.06K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 41 | $4.17K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 44 | $4.47K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $4.57K | 0.00% | +2+4.7% | Added |
| Toth Financial Advisory Corp | 48 | $4.88K | 0.00% | +13+37.1% | Added |
| Schubert & Co | 49 | $4.98K | 0.00% | +13+36.1% | Added |
| Park Circle Co | 50 | $5.08K | 0.00% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 50 | $5.08K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 50 | $5.08K | 0.00% | +50 | New |
| Earnest Partners LLC | 51 | $5.18K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 56 | $5.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 56 | $5.69K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 56 | $5.69K | 0.01% | +2+3.7% | Added |
| Centerpoint Advisors, LLC | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 57 | $6.00K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 65 | $6.60K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 72 | $6.74K | 0.00% | +18+33.3% | Added |
| AdvisorNet Financial, Inc | 68 | $6.91K | 0.00% | +2+3.0% | Added |
| Versant Capital Management, Inc | 72 | $7.31K | 0.00% | +72 | New |
| TCI Wealth Advisors, Inc. | 74 | $7.52K | 0.00% | 00.0% | Unchanged |
| Slow Capital, Inc. | 77 | $7.82K | 0.00% | +77 | New |
| Lazard Asset Management LLC | 86 | $8.00K | 0.00% | −484−84.9% | Reduced |
| South State Corp. | 81 | $8.23K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 81 | $8.23K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 87 | $8.84K | 0.01% | +87 | New |
| Baker Avenue Asset Management, LP | 88 | $8.94K | 0.00% | +4+4.8% | Added |
| National Pension Service | 89 | $8.98K | 0.00% | −25,934−99.7% | Reduced |
| Tradition Wealth Management, LLC | 85 | $9.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 100 | $10.0K | 0.00% | −1,549−93.9% | Reduced |
| First Manhattan Co | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $10.2K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 100 | $10.2K | 0.00% | −100−50.0% | Reduced |
| Ellevest, Inc. | 101 | $10.3K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 110 | $11.2K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 112 | $11.4K | 0.00% | −250−69.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 115 | $11.7K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 118 | $12.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 120 | $12.2K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 125 | $12.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 130 | $13.2K | 0.00% | −1,558−92.3% | Reduced |
| Massmutual Trust Co FSB | 140 | $14.2K | 0.00% | +72+105.9% | Added |
| Robbins Farley LLC | 144 | $14.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 177 | $18.0K | 0.00% | −4−2.2% | Reduced |
| Smithfield Trust Co | 177 | $18.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 196 | $20.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 197 | $20.0K | 0.01% | +95+93.1% | Added |
| Exchange Traded Concepts, LLC | 213 | $21.6K | 0.00% | −637−74.9% | Reduced |
| Accel Wealth Management | 215 | $21.8K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 223 | $22.6K | 0.01% | +1+0.5% | Added |
| GWM Advisors LLC | 283 | $28.7K | 0.00% | −303−51.7% | Reduced |