| Delos Wealth Advisors, LLC | 2 | $274 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 10 | $1.37K | 0.00% | −19−65.5% | Reduced |
| Evermay Wealth Management LLC | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $1.37K | 0.00% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 11 | $1.53K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 12 | $1.64K | 0.00% | −2−14.3% | Reduced |
| Baystate Wealth Management LLC | 12 | $1.66K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 15 | $1.90K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 14 | $1.92K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 14 | $1.92K | 0.00% | +14 | New |
| Bartlett & Co. LLC | 14 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 16 | $2.19K | 0.00% | −4−20.0% | Reduced |
| Independence Bank of Kentucky | 17 | $2.33K | 0.00% | +17 | New |
| Jones Financial Companies LLLP | 21 | $2.87K | 0.00% | −121−85.2% | Reduced |
| HighMark Wealth Management LLC | 21 | $2.87K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 25 | $3.42K | 0.00% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 26 | $3.56K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 27 | $3.69K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 25 | $4.00K | 0.00% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 30 | $4.10K | 0.00% | +30 | New |
| Baker Avenue Asset Management, LP | 31 | $4.24K | 0.00% | −8−20.5% | Reduced |
| Motco | 32 | $4.38K | 0.00% | +32 | New |
| Old Point Trust & Financial Services N A | 34 | $4.65K | 0.00% | +34 | New |
| Lansing Street Advisors | 35 | $4.79K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 137 | $4.89K | 0.02% | +10+7.9% | Added |
| Thomas J. Herzfeld Advisors, Inc. | 36 | $4.92K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 38 | $5.00K | 0.00% | −4−9.5% | Reduced |
| BerganKDV Wealth Management, LLC | 37 | $5.06K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 40 | $5.47K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 41 | $5.61K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 42 | $5.75K | 0.00% | +42 | New |
| Plante Moran Financial Advisors, LLC | 43 | $5.88K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $6.57K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 48 | $6.57K | 0.00% | +24+100.0% | Added |
| Anchor Investment Management, LLC | 50 | $6.84K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 53 | $7.25K | 0.00% | −27−33.8% | Reduced |
| FIL Ltd | 60 | $8.21K | 0.00% | +23+62.2% | Added |
| Key Financial Inc | 65 | $8.89K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 67 | $9.17K | 0.00% | +67 | New |
| Cullen/Frost Bankers, Inc. | 70 | $9.58K | 0.00% | −102−59.3% | Reduced |
| Cornerstone Planning Group LLC | 72 | $9.85K | 0.00% | +72 | New |
| Carolinas Wealth Consulting LLC | 72 | $9.88K | 0.00% | −11−13.3% | Reduced |
| WR Wealth Planners, LLC | 73 | $9.99K | 0.00% | −10−12.0% | Reduced |
| Colonial Trust Co | 75 | $10.1K | 0.00% | −66−46.8% | Reduced |
| Coppell Advisory Solutions LLC | 76 | $10.2K | 0.00% | +76 | New |
| Disciplined Investments, LLC | 75 | $10.3K | 0.01% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 78 | $10.7K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 80 | $10.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 83 | $11.0K | 0.00% | −200−70.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 77 | $11.0K | 0.01% | +77 | New |
| Prestige Wealth Management Group LLC | 87 | $11.9K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 90 | $12.3K | 0.01% | +90 | New |
| Eukles Asset Management | 92 | $12.6K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 97 | $13.3K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 100 | $13.7K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 100 | $13.7K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 101 | $13.8K | 0.00% | +52+106.1% | Added |
| GW&K Investment Management, LLC | 105 | $14.0K | 0.00% | +105 | New |
| Farmers & Merchants Investments Inc | 114 | $15.6K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 122 | $16.0K | 0.01% | +122 | New |
| Sugarloaf Wealth Management, LLC | 118 | $16.1K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 124 | $17.0K | 0.00% | 00.0% | Unchanged |
| Macquarie Group Ltd | 121 | $17.0K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 125 | $17.1K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 127 | $17.4K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 132 | $18.1K | 0.01% | +132 | New |
| Silicon Valley Capital Partners | 135 | $18.5K | 0.00% | +135 | New |
| Washington Trust Advisors, Inc. | 137 | $18.7K | 0.00% | −7−4.9% | Reduced |
| HHM Wealth Advisors, LLC | 142 | $19.4K | 0.00% | −30−17.4% | Reduced |
| DSM Capital Partners LLC | 148 | $20.2K | 0.00% | −22−12.9% | Reduced |
| BDO Wealth Advisors, LLC | 149 | $20.4K | 0.00% | +149 | New |
| Endurance Wealth Management, Inc. | 156 | $21.0K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 154 | $21.0K | 0.01% | +154 | New |
| Cambridge Trust Co | 155 | $21.2K | 0.00% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 160 | $21.8K | 0.01% | +2+1.3% | Added |
| Duncker Streett & Co Inc | 160 | $21.9K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 168 | $23.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 173 | $23.7K | 0.00% | −24−12.2% | Reduced |
| GWM Advisors LLC | 176 | $24.1K | 0.00% | −1,650−90.4% | Reduced |
| FinTrust Capital Advisors, LLC | 240 | $24.8K | 0.01% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 182 | $24.9K | 0.00% | +182 | New |
| Pin Oak Investment Advisors Inc | 187 | $26.0K | 0.03% | +23+14.0% | Added |
| Toth Financial Advisory Corp | 200 | $27.4K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 200 | $27.4K | 0.00% | 00.0% | Unchanged |
| Bollard Group LLC | 206 | $28.0K | 0.00% | +206 | New |
| Geneos Wealth Management Inc. | 205 | $28.0K | 0.00% | +205 | New |
| Fiduciary Alliance LLC | 219 | $30.0K | 0.01% | +219 | New |
| AdvisorNet Financial, Inc | 222 | $30.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 227 | $31.1K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 238 | $32.6K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 241 | $33.0K | 0.01% | +241 | New |
| JCIC Asset Management Inc. | 245 | $33.5K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 261 | $35.7K | 0.01% | −39−13.0% | Reduced |
| IFP Advisors, Inc | 563 | $40.3K | 0.00% | +380+207.7% | Added |
| North Star Investment Management Corp. | 300 | $41.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 308 | $42.1K | 0.00% | +25+8.8% | Added |
| FSC Wealth Advisors, LLC | 321 | $43.9K | 0.04% | +321 | New |
| Tower Research Capital LLC (TRC) | 327 | $44.7K | 0.00% | +327 | New |
| Ninety One UK Ltd | 331 | $45.3K | 0.00% | 00.0% | Unchanged |