| Claris Advisors, LLC | 2 | $173 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 5 | $434 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 5 | $434 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $521 | 0.00% | −1−14.3% | Reduced |
| Financial Network Wealth Advisors LLC | 7 | $607 | 0.00% | −7−50.0% | Reduced |
| Private Wealth Management Group, LLC | 8 | $694 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 8 | $694 | 0.00% | +1+14.3% | Added |
| Raffa Wealth Management, LLC | 9 | $780 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 9 | $786 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 12 | $1.04K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 15 | $1.28K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $1.30K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 17 | $1.50K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 18 | $1.56K | 0.00% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 20 | $1.73K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 21 | $1.82K | 0.00% | +21 | New |
| Sachetta, LLC | 24 | $2.08K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $2.17K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 30 | $2.60K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 30 | $2.60K | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 33 | $2.89K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 34 | $2.93K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 34 | $2.95K | 0.00% | +34 | New |
| Stephens Consulting, LLC | 34 | $2.95K | 0.00% | −5,000−99.3% | Reduced |
| Resources Management Corp | 35 | $3.00K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 35 | $3.04K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 38 | $3.29K | 0.00% | −37−49.3% | Reduced |
| Bogart Wealth, LLC | 38 | $3.29K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 40 | $3.41K | 0.00% | +40 | New |
| McIlrath & Eck, LLC | 41 | $3.56K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 44 | $3.81K | 0.00% | +44 | New |
| NBC Securities, Inc. | 55 | $4.00K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 49 | $4.25K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 51 | $4.38K | 0.00% | +1+2.0% | Added |
| Carolinas Wealth Consulting LLC | 52 | $4.51K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 52 | $4.51K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 57 | $5.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 61 | $5.29K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 62 | $5.41K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 63 | $5.45K | 0.00% | +1+1.6% | Added |
| First Horizon Advisors, Inc. | 66 | $5.72K | 0.00% | +13+24.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 79 | $6.00K | 0.00% | −200−71.7% | Reduced |
| Spire Wealth Management | 70 | $6.07K | 0.00% | −123−63.7% | Reduced |
| Sound Income Strategies, LLC | 74 | $6.42K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 75 | $6.50K | 0.00% | +75 | New |
| SWAN Capital LLC | 80 | $6.94K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 82 | $7.00K | 0.00% | +82 | New |
| First Financial Corp | 81 | $7.02K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 87 | $7.54K | 0.00% | −74−46.0% | Reduced |
| True Wealth Design, LLC | 98 | $8.50K | 0.00% | +98 | New |
| Cornerstone Planning Group LLC | 98 | $8.62K | 0.00% | −36−26.9% | Reduced |
| Manchester Capital Management LLC | 103 | $8.93K | 0.00% | −5−4.6% | Reduced |
| Private Trust Co NA | 106 | $9.19K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 106 | $9.19K | 0.00% | +106 | New |
| Archer Investment Corp | 108 | $9.35K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 111 | $9.62K | 0.00% | +97+692.9% | Added |
| Pflug Koory, LLC | 115 | $9.97K | 0.00% | +115 | New |
| Creative Financial Designs Inc | 120 | $10.4K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 125 | $10.8K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 132 | $11.0K | 0.00% | −116−46.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 129 | $11.2K | 0.00% | +129 | New |
| Massmutual Trust Co FSB | 132 | $11.4K | 0.00% | −36−21.4% | Reduced |
| Boyd Watterson Asset Management LLC | 140 | $12.1K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 144 | $12.4K | 0.00% | +59+69.4% | Added |
| Bullock Wealth Management Group | 154 | $13.3K | 0.01% | +2+1.3% | Added |
| Parkside Financial Bank & Trust | 156 | $13.5K | 0.00% | +4+2.6% | Added |
| Covestor Ltd | 175 | $15.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 175 | $15.2K | 0.00% | +175 | New |
| Quent Capital, LLC | 185 | $16.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 186 | $16.1K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 195 | $16.9K | 0.00% | +195 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 200 | $17.3K | 0.00% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 200 | $17.3K | 0.01% | +200 | New |
| Rosenberg Matthew Hamilton | 206 | $17.9K | 0.00% | +106+106.0% | Added |
| Hillsdale Investment Management Inc. | 220 | $19.1K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 221 | $19.2K | 0.01% | +221 | New |
| Lindbrook Capital, LLC | 232 | $20.1K | 0.00% | +48+26.1% | Added |
| Smartleaf Asset Management LLC | 247 | $21.2K | 0.00% | +143+137.5% | Added |
| Alpine Bank Wealth Management | 245 | $21.2K | 0.00% | +245 | New |
| Allworth Financial LP | 246 | $21.3K | 0.00% | −119−32.6% | Reduced |
| Quadrant Capital Group LLC | 249 | $21.6K | 0.00% | +45+22.1% | Added |
| Ronald Blue Trust, Inc. | 369 | $24.0K | 0.00% | +168+83.6% | Added |
| Tortoise Investment Management, LLC | 291 | $25.2K | 0.00% | +32+12.4% | Added |
| Federation des caisses Desjardins du Quebec | 300 | $26.0K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 302 | $26.2K | 0.00% | +302 | New |
| Rise Advisors, LLC | 317 | $27.5K | 0.01% | −16−4.8% | Reduced |
| Park Place Capital Corp | 319 | $27.7K | 0.01% | +19+6.3% | Added |
| Abich Financial Wealth Management LLC | 322 | $27.9K | 0.06% | −532−62.3% | Reduced |
| Farther Finance Advisors, LLC | 332 | $28.8K | 0.00% | +269+427.0% | Added |
| IFP Advisors, Inc | 366 | $31.8K | 0.00% | +243+197.6% | Added |
| Lazard Asset Management LLC | 399 | $34.0K | 0.00% | −82−17.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 395 | $34.2K | 0.00% | +16+4.2% | Added |
| CoreCap Advisors, LLC | 403 | $34.9K | 0.00% | +403 | New |
| Jamison Private Wealth Management, Inc. | 429 | $37.2K | 0.01% | +1+0.2% | Added |
| Proequities, Inc. | 433 | $37.5K | 0.00% | −116−21.1% | Reduced |
| Beacon Capital Management, LLC | 457 | $39.6K | 0.01% | −1−0.2% | Reduced |
| Central Trust Co | 498 | $43.2K | 0.00% | −996−66.7% | Reduced |
| Capital Performance Advisors LLP | 503 | $43.6K | 0.01% | +503 | New |
| Bryn Mawr Trust Co | 509 | $44.1K | 0.00% | +509 | New |