| Ibex Wealth Advisors | 1 | $216 | 0.05% | +1 | New |
| Rosenberg Matthew Hamilton | 1 | $289 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 1 | $289 | 0.00% | +1 | New |
| Caitlin John, LLC | 1 | $291 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 2 | $578 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2 | $578 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $867 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $867 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| Dunhill Financial, LLC | 3 | $1.01K | 0.00% | +3 | New |
| Atticus Wealth Management, LLC | 4 | $1.18K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 5 | $1.44K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 5 | $1.45K | 0.00% | −1−16.7% | Reduced |
| Albion Financial Group | 5 | $1.45K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 5 | $1.45K | 0.00% | +5 | New |
| ClariVest Asset Management LLC | 6 | $1.73K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.73K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 7 | $2.02K | 0.00% | −35,015−100.0% | Reduced |
| USA Financial Portformulas Corp | 7 | $2.02K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 7 | $2.02K | 0.00% | +7 | New |
| Turtle Creek Wealth Advisors, LLC | 7 | $2.02K | 0.00% | +7 | New |
| VisionPoint Advisory Group, LLC | 8 | $2.31K | 0.00% | −3−27.3% | Reduced |
| Lee Financial Co | 8 | $2.31K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $2.31K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 8 | $2.31K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 8 | $2.31K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 8 | $2.31K | 0.00% | +8 | New |
| Abound Wealth Management | 8 | $2.33K | 0.00% | −6−42.9% | Reduced |
| Baystate Wealth Management LLC | 8 | $2.40K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 9 | $2.60K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $2.60K | 0.00% | +9 | New |
| Rakuten Securities, Inc. | 9 | $2.60K | 0.00% | +9 | New |
| CVA Family Office, LLC | 10 | $2.89K | 0.00% | +10 | New |
| ICA Group Wealth Management, LLC | 10 | $2.93K | 0.00% | +10 | New |
| First PREMIER Bank | 10 | $3.00K | 0.00% | +10 | New |
| Trust Co of Vermont | 12 | $3.47K | 0.00% | −98−89.1% | Reduced |
| Private Wealth Management Group, LLC | 13 | $3.75K | 0.00% | +13 | New |
| Smithfield Trust Co | 16 | $4.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $4.33K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 15 | $4.33K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 15 | $4.33K | 0.00% | +1+7.1% | Added |
| SJS Investment Consulting Inc. | 15 | $4.33K | 0.00% | +1+7.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 16 | $4.62K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 17 | $4.91K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 19 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 18 | $5.20K | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 20 | $5.78K | 0.00% | +1+5.3% | Added |
| Aspire Private Capital, LLC | 23 | $6.64K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 23 | $6.64K | 0.00% | +18+360.0% | Added |
| Coppell Advisory Solutions LLC | 24 | $6.93K | 0.00% | +24 | New |
| Sofos Investments, Inc. | 21 | $6.95K | 0.00% | −120−85.1% | Reduced |
| Blume Capital Management, Inc. | 25 | $7.22K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 26 | $7.51K | 0.00% | −2,880−99.1% | Reduced |
| Harvest Fund Management Co., Ltd | 29 | $8.00K | 0.00% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 28 | $8.09K | 0.00% | +28 | New |
| Manchester Capital Management LLC | 30 | $8.67K | 0.00% | +30 | New |
| Versant Capital Management, Inc | 31 | $8.95K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $8.96K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 32 | $9.14K | 0.00% | +1+3.2% | Added |
| RFP Financial Group LLC | 32 | $9.24K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 32 | $9.24K | 0.01% | +32 | New |
| Creative Financial Designs Inc | 33 | $9.53K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 40 | $10.2K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 37 | $10.7K | 0.01% | +37 | New |
| Brown, Lisle/Cummings, Inc. | 38 | $11.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 45 | $12.0K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 42 | $12.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 46 | $13.3K | 0.00% | −11−19.3% | Reduced |
| JFS Wealth Advisors, LLC | 46 | $13.3K | 0.00% | +3+7.0% | Added |
| Indiana Trust & Investment Management CO | 47 | $13.6K | 0.01% | 00.0% | Unchanged |
| Distillate Capital Partners LLC | 47 | $13.6K | 2.95% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 49 | $14.2K | 0.00% | +24+96.0% | Added |
| Mascoma Wealth Management LLC | 50 | $14.4K | 0.00% | −26−34.2% | Reduced |
| American State Bank (Iowa) | 50 | $14.4K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 50 | $14.4K | 0.01% | +50 | New |
| Glass Jacobson Investment Advisors llc | 52 | $15.0K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 52 | $15.0K | 0.00% | 00.0% | Unchanged |
| Founders Capital Management | 53 | $15.3K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 55 | $15.9K | 0.00% | −4−6.8% | Reduced |
| Atlas Capital Advisors LLC | 56 | $16.2K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 60 | $17.3K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 64 | $18.5K | 0.01% | +64 | New |
| Salem Investment Counselors Inc | 66 | $19.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 70 | $20.3K | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 74 | $21.4K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 77 | $22.2K | 0.01% | −41−34.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 78 | $22.5K | 0.01% | +1+1.3% | Added |
| Pacific Center for Financial Services | 80 | $23.1K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 81 | $23.4K | 0.00% | +12+17.4% | Added |
| Quent Capital, LLC | 83 | $24.0K | 0.00% | +22+36.1% | Added |
| Gleason Group, Inc. | 86 | $24.9K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 90 | $26.0K | 0.00% | −9−9.1% | Reduced |
| DT Investment Partners, LLC | 97 | $28.5K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 100 | $29.0K | 0.03% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 101 | $29.3K | 0.01% | −7−6.5% | Reduced |
| Quarry LP | 103 | $29.8K | 0.02% | −30−22.6% | Reduced |
| Spire Wealth Management | 104 | $29.8K | 0.00% | +7+7.2% | Added |
| Scarborough Advisors, LLC | 104 | $29.9K | 0.01% | +104 | New |
| TCTC Holdings, LLC | 104 | $30.0K | 0.00% | 00.0% | Unchanged |