| Retirement Group, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8 | $557 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $558 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 8 | $558 | 0.00% | −40−83.3% | Reduced |
| Raffa Wealth Management, LLC | 9 | $628 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 9 | $628 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 9,791 | $675 | 0.03% | +7,704+369.1% | Added |
| Blue Bell Private Wealth Management, LLC | 10 | $697 | 0.00% | −30−75.0% | Reduced |
| DT Investment Partners, LLC | 10 | $705 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 11 | $743 | 0.00% | −12−52.2% | Reduced |
| Disciplined Investments, LLC | 11 | $767 | 0.00% | +2+22.2% | Added |
| JJJ Advisors Inc. | 11 | $812 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 12 | $837 | 0.00% | +12 | New |
| Anchor Investment Management, LLC | 13 | $907 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $907 | 0.00% | +5+62.5% | Added |
| Valley National Advisers Inc | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 15 | $1.05K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 17 | $1.19K | 0.00% | +1+6.3% | Added |
| Pension & Wealth Management Advisors, Inc. | 18 | $1.25K | 0.00% | +18 | New |
| Farmers & Merchants Investments Inc | 19 | $1.32K | 0.00% | −53−73.6% | Reduced |
| BerganKDV Wealth Management, LLC | 19 | $1.35K | 0.00% | +6+46.2% | Added |
| Kelly Financial Services LLC | 20 | $1.42K | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 21 | $1.47K | 0.00% | −436−95.4% | Reduced |
| Key Financial Inc | 25 | $1.74K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 29 | $2.02K | 0.00% | −27−48.2% | Reduced |
| Red Tortoise LLC | 30 | $2.09K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 30 | $2.09K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 32 | $2.17K | 0.00% | +32 | New |
| Schubert & Co | 32 | $2.23K | 0.00% | +10+45.5% | Added |
| CarsonAllaria Wealth Management, Ltd. | 32 | $2.29K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 32 | $2.29K | 0.00% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 34 | $2.37K | 0.00% | +34 | New |
| Baker Avenue Asset Management, LP | 38 | $2.65K | 0.00% | −1−2.6% | Reduced |
| Bogart Wealth, LLC | 38 | $2.65K | 0.00% | +38 | New |
| McIlrath & Eck, LLC | 41 | $2.86K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 43 | $3.00K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 44 | $3.07K | 0.00% | +34+340.0% | Added |
| WR Wealth Planners, LLC | 45 | $3.14K | 0.00% | +45 | New |
| Thomas J. Herzfeld Advisors, Inc. | 48 | $3.35K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 52 | $3.63K | 0.00% | −50−49.0% | Reduced |
| Prestige Wealth Management Group LLC | 52 | $3.63K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 53 | $3.70K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 57 | $3.98K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 97 | $4.00K | 0.00% | +4+4.3% | Added |
| Princeton Global Asset Management LLC | 59 | $4.12K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 62 | $4.32K | 0.00% | +12+24.0% | Added |
| Ten Capital Wealth Advisors, LLC | 68 | $4.74K | 0.00% | −7−9.3% | Reduced |
| Gradient Investments LLC | 69 | $4.81K | 0.00% | +20+40.8% | Added |
| Salem Investment Counselors Inc | 70 | $4.88K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 71 | $4.95K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 71 | $4.96K | 0.00% | −432−85.9% | Reduced |
| City State Bank | 72 | $5.00K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 74 | $5.16K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 75 | $5.23K | 0.00% | +75 | New |
| Bell Investment Advisors, Inc | 78 | $5.44K | 0.00% | +13+20.0% | Added |
| Harbour Investments, Inc. | 81 | $5.65K | 0.00% | −54−40.0% | Reduced |
| Geneos Wealth Management Inc. | 85 | $5.90K | 0.00% | −50−37.0% | Reduced |
| Parkside Financial Bank & Trust | 89 | $6.21K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 100 | $6.97K | 0.00% | −191−65.6% | Reduced |
| Trust Co | 100 | $6.97K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $6.97K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $6.97K | 0.00% | 00.0% | Unchanged |
| Piershale Financial Group, Inc. | 100 | $6.97K | 0.01% | +100 | New |
| Stephens Consulting, LLC | 102 | $7.12K | 0.00% | 00.0% | Unchanged |
| Horan Securities, Inc. | 109 | $7.60K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 109 | $7.60K | 0.00% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 110 | $7.67K | 0.01% | +110 | New |
| GPS Wealth Strategies Group, LLC | 110 | $7.67K | 0.00% | +110 | New |
| Capital Advisors, Ltd. LLC | 121 | $8.00K | 0.00% | +64+112.3% | Added |
| Creative Financial Designs Inc | 120 | $8.37K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 125 | $8.72K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 143 | $9.97K | 0.00% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 148 | $10.3K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 152 | $10.6K | 0.00% | +152 | New |
| Rise Advisors, LLC | 154 | $10.7K | 0.01% | +1+0.7% | Added |
| Tradition Wealth Management, LLC | 151 | $11.0K | 0.00% | +151 | New |
| Benjamin Edwards Inc | 165 | $12.0K | 0.00% | +58+54.2% | Added |
| National Bank of Canada | 180 | $12.5K | 0.00% | −50−21.7% | Reduced |
| Pinnacle Bancorp, Inc. | 186 | $13.0K | 0.00% | +186 | New |
| Joseph Group Capital Management | 188 | $13.1K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 190 | $13.2K | 0.00% | −6−3.1% | Reduced |
| Arcadia Investment Management Corp | 195 | $13.6K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 203 | $14.0K | 0.00% | −10−4.7% | Reduced |
| Covestor Ltd | 203 | $14.0K | 0.01% | +3+1.5% | Added |
| Front Row Advisors LLC | 202 | $14.0K | 0.01% | +115+132.2% | Added |
| Rosenberg Matthew Hamilton | 211 | $14.7K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 213 | $14.9K | 0.00% | +12+6.0% | Added |
| Massmutual Trust Co FSB | 216 | $15.1K | 0.00% | +79+57.7% | Added |
| Loomis Sayles & Co L P | 248 | $17.0K | 0.00% | −332−57.2% | Reduced |
| MBM Wealth Consultants, LLC | 250 | $17.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 256 | $17.9K | 0.01% | −113−30.6% | Reduced |
| Hexagon Capital Partners LLC | 266 | $18.6K | 0.01% | +24+9.9% | Added |
| Allworth Financial LP | 267 | $18.6K | 0.00% | +173+184.0% | Added |
| AlphaMark Advisors, LLC | 275 | $19.0K | 0.01% | −50−15.4% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 276 | $19.0K | 0.01% | +276 | New |
| IFP Advisors, Inc | 234 | $19.3K | 0.00% | −201−46.2% | Reduced |
| Global Retirement Partners, LLC | 308 | $19.7K | 0.00% | −18−5.5% | Reduced |
| Pflug Koory, LLC | 295 | $20.6K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 310 | $21.6K | 0.00% | 00.0% | Unchanged |