| Capital Advisors, Ltd. LLC | 7 | $0 | 0.00% | −24−77.4% | Reduced |
| First Command Advisory Services, Inc. | 53 | $0 | 0.00% | +53 | New |
| Tfo-TDC, LLC | 1 | $155 | 0.00% | +1 | New |
| Glassman Wealth Services | 5 | $346 | 0.00% | −5−50.0% | Reduced |
| Baker Avenue Asset Management, LP | 7 | $484 | 0.00% | +7 | New |
| True Wealth Design, LLC | 7 | $484 | 0.00% | +7 | New |
| Sutton Wealth Advisors Inc. | 10 | $691 | 0.00% | +2+25.0% | Added |
| Ten Capital Wealth Advisors, LLC | 11 | $761 | 0.00% | −54−83.1% | Reduced |
| Private Advisor Group, LLC | 11,793 | $815 | 0.00% | +2,597+28.2% | Added |
| Valley National Advisers Inc | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $1.25K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 19 | $1.31K | 0.00% | +19 | New |
| Farther Finance Advisors, LLC | 21 | $1.45K | 0.00% | +21 | New |
| Global Retirement Partners, LLC | 22 | $1.52K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 23 | $1.59K | 0.00% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 23 | $1.59K | 0.00% | +23 | New |
| Earnest Partners LLC | 24 | $1.66K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 25 | $1.73K | 0.00% | +25 | New |
| Raffa Wealth Management, LLC | 28 | $1.94K | 0.00% | −10−26.3% | Reduced |
| Financial Management Professionals, Inc. | 26 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 29 | $2.01K | 0.00% | +27+1,350.0% | Added |
| Beacon Capital Management, LLC | 32 | $2.19K | 0.00% | +1+3.2% | Added |
| Hexagon Capital Partners LLC | 34 | $2.35K | 0.00% | +4+13.3% | Added |
| Bell Investment Advisors, Inc | 34 | $2.35K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 37 | $2.56K | 0.00% | +1+2.8% | Added |
| Truvestments Capital LLC | 41 | $2.83K | 0.00% | +41 | New |
| SJS Investment Consulting Inc. | 42 | $2.90K | 0.00% | +20+90.9% | Added |
| Vigilant Capital Management, LLC | 46 | $3.00K | 0.00% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 44 | $3.06K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 46 | $3.18K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 46 | $3.18K | 0.00% | +46 | New |
| EverSource Wealth Advisors, LLC | 48 | $3.32K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 48 | $3.32K | 0.00% | +48 | New |
| Blue Bell Private Wealth Management, LLC | 50 | $3.46K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 56 | $3.87K | 0.00% | +1+1.8% | Added |
| BerganKDV Wealth Management, LLC | 56 | $3.90K | 0.00% | −16−22.2% | Reduced |
| MBM Wealth Consultants, LLC | 60 | $4.00K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 61 | $4.00K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 52 | $4.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 60 | $4.15K | 0.00% | +60 | New |
| Tilia Fiduciary Partners, Inc. | 61 | $4.19K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 66 | $4.56K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 72 | $4.98K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 80 | $5.53K | 0.00% | −480−85.7% | Reduced |
| Concord Wealth Partners | 82 | $5.67K | 0.00% | +82 | New |
| Parkside Financial Bank & Trust | 83 | $5.74K | 0.00% | +4+5.1% | Added |
| Schubert & Co | 84 | $5.81K | 0.01% | +30+55.6% | Added |
| Clear Perspectives Financial Planning, LLC | 85 | $5.88K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 80 | $6.00K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 89 | $6.15K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 100 | $6.91K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co | 99 | $7.00K | 0.00% | 00.0% | Unchanged |
| Sageworth Trust Co of South Dakota | 100 | $7.00K | 0.02% | 00.0% | Unchanged |
| Red Tortoise LLC | 103 | $7.12K | 0.00% | +103 | New |
| Whittier Trust Co | 107 | $7.40K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 115 | $8.00K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 125 | $8.64K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 129 | $8.92K | 0.01% | +129 | New |
| Money Concepts Capital Corp | 133 | $9.20K | 0.00% | +133 | New |
| JFS Wealth Advisors, LLC | 135 | $9.33K | 0.00% | +36+36.4% | Added |
| Cambridge Trust Co | 150 | $10.0K | 0.00% | +150 | New |
| Center for Financial Planning, Inc. | 149 | $10.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 164 | $11.3K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 184 | $12.7K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 221 | $15.0K | 0.00% | +157+245.3% | Added |
| JJJ Advisors Inc. | 216 | $15.4K | 0.00% | +5+2.4% | Added |
| GHP Investment Advisors, Inc. | 225 | $15.5K | 0.00% | +1+0.4% | Added |
| Newbridge Financial Services Group, Inc. | 236 | $16.3K | 0.01% | +1+0.4% | Added |
| Quent Capital, LLC | 244 | $16.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 239 | $17.0K | 0.02% | 00.0% | Unchanged |
| Covestor Ltd | 240 | $17.0K | 0.01% | +4+1.7% | Added |
| Wolverine Asset Management LLC | 252 | $17.4K | 0.00% | −48−16.0% | Reduced |
| Clearview Wealth Advisors LLC | 274 | $18.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 277 | $19.2K | 0.01% | +199+255.1% | Added |
| Proequities, Inc. | 300 | $20.7K | 0.00% | −154−33.9% | Reduced |
| Anchor Investment Management, LLC | 300 | $20.7K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 306 | $21.1K | 0.01% | +306 | New |
| RWM Asset Management, LLC | 320 | $22.1K | 0.00% | +320 | New |
| Lindbrook Capital, LLC | 347 | $24.0K | 0.00% | +117+50.9% | Added |
| Huntington National Bank | 384 | $26.6K | 0.00% | −154−28.6% | Reduced |
| Accurate Wealth Management, LLC | 376 | $26.6K | 0.01% | +376 | New |
| Brown Brothers Harriman & Co | 393 | $27.2K | 0.00% | −102−20.6% | Reduced |
| M&R Capital Management Inc | 400 | $27.7K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 402 | $27.8K | 0.00% | +197+96.1% | Added |
| Hazlett, Burt & Watson, Inc. | 400 | $28.0K | 0.02% | −166−29.3% | Reduced |
| Ronald Blue Trust, Inc. | 532 | $31.0K | 0.00% | +298+127.4% | Added |
| Cassady Schiller Wealth Management, LLC | 500 | $34.6K | 0.02% | +500 | New |
| BDO Wealth Advisors, LLC | 516 | $35.6K | 0.00% | +2+0.4% | Added |
| U.S. Capital Wealth Advisors, LLC | 535 | $37.0K | 0.00% | +535 | New |
| State of Wyoming | 536 | $37.1K | 0.01% | −5,245−90.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 552 | $38.2K | 0.01% | +552 | New |
| One Wealth Advisors, LLC | 563 | $38.9K | 0.01% | +563 | New |
| Asset Dedication, LLC | 575 | $40.0K | 0.00% | +575 | New |
| Umb Bank N A | 600 | $41.0K | 0.00% | 00.0% | Unchanged |
| Column Capital Advisors, LLC | 594 | $41.1K | 0.01% | 00.0% | Unchanged |
| Ci Investments Inc. | 653 | $45.0K | 0.00% | −383−37.0% | Reduced |
| Allworth Financial LP | 718 | $49.6K | 0.00% | +15+2.1% | Added |
| Belpointe Asset Management LLC | 780 | $53.9K | 0.00% | +780 | New |
| Nomura Asset Management Co Ltd | 790 | $54.6K | 0.00% | 00.0% | Unchanged |