| Roble, Belko & Company, Inc | 1 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1 | $436 | 0.00% | −95−99.0% | Reduced |
| True Wealth Design, LLC | 1 | $436 | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2 | $871 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $871 | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 2 | $871 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 2 | $898 | 0.00% | +1+100.0% | Added |
| Centerpoint Advisors, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 3 | $1.09K | 0.00% | −327−99.1% | Reduced |
| Kessler Investment Group, LLC | 3 | $1.31K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $1.31K | 0.00% | −16−84.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 3 | $1.31K | 0.00% | −1−25.0% | Reduced |
| Glen Eagle Advisors, LLC | 3 | $1.31K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.31K | 0.00% | +1+50.0% | Added |
| Ancora Advisors, LLC | 3 | $1.48K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $1.74K | 0.00% | 00.0% | Unchanged |
| Motco | 4 | $1.74K | 0.00% | +2+100.0% | Added |
| Safeguard Financial, LLC | 6 | $2.00K | 0.00% | +6 | New |
| Disciplined Investments, LLC | 5 | $2.18K | 0.00% | −1−16.7% | Reduced |
| North Star Investment Management Corp. | 5 | $2.18K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 5 | $2.18K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 5 | $2.18K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 6 | $2.61K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 435 | $2.88K | 0.01% | +49+12.7% | Added |
| Avion Wealth | 9 | $3.00K | 0.00% | +3+50.0% | Added |
| Newbridge Financial Services Group, Inc. | 7 | $3.05K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 8 | $3.48K | 0.00% | +8 | New |
| Prestige Wealth Management Group LLC | 9 | $3.92K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 9 | $3.92K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 9 | $3.92K | 0.00% | +9 | New |
| NewSquare Capital LLC | 10 | $4.35K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $4.35K | 0.00% | +10 | New |
| Kayne Anderson Rudnick Investment Management LLC | 11 | $4.79K | 0.00% | +10+1,000.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $5.22K | 0.00% | −16−57.1% | Reduced |
| IMA Wealth, Inc. | 13 | $5.66K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 13 | $5.66K | 0.00% | +13 | New |
| Cutler Group LP | 16 | $6.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 14 | $6.10K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 14 | $6.10K | 0.00% | +14 | New |
| Coppell Advisory Solutions LLC | 15 | $6.42K | 0.00% | +15 | New |
| HighMark Wealth Management LLC | 15 | $6.53K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 15 | $6.53K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 16 | $7.26K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 17 | $7.40K | 0.01% | 00.0% | Unchanged |
| Gradient Investments LLC | 17 | $7.40K | 0.00% | +2+13.3% | Added |
| Nalls Sherbakoff Group, LLC | 17 | $7.74K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $7.84K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 18 | $7.84K | 0.00% | +18 | New |
| Compagnie Lombard Odier SCmA | 20 | $8.71K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 20 | $9.04K | 0.00% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 21 | $9.14K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 21 | $9.14K | 0.00% | +21 | New |
| Red Tortoise LLC | 23 | $10.0K | 0.01% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 24 | $10.4K | 0.00% | +24 | New |
| Atticus Wealth Management, LLC | 25 | $10.9K | 0.00% | +25 | New |
| Plante Moran Financial Advisors, LLC | 27 | $11.8K | 0.00% | +27 | New |
| Acima Private Wealth, LLC | 29 | $12.6K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $13.1K | 0.00% | −1−3.2% | Reduced |
| Versant Capital Management, Inc | 31 | $13.5K | 0.00% | +4+14.8% | Added |
| TSFG, LLC | 32 | $14.0K | 0.01% | −18−36.0% | Reduced |
| Grove Bank & Trust | 33 | $14.4K | 0.00% | −10−23.3% | Reduced |
| Creative Financial Designs Inc | 33 | $14.4K | 0.00% | +10+43.5% | Added |
| Abound Wealth Management | 35 | $15.2K | 0.01% | +17+94.4% | Added |
| Cornerstone Planning Group LLC | 38 | $16.5K | 0.01% | +38 | New |
| First Capital Advisors Group, LLC. | 40 | $17.4K | 0.01% | +40 | New |
| Colonial Trust Advisors | 43 | $18.7K | 0.00% | 00.0% | Unchanged |
| Magellan Asset Management Ltd | 45 | $19.6K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 62 | $19.8K | 0.00% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 46 | $20.0K | 0.00% | +46 | New |
| GW&K Investment Management, LLC | 49 | $21.0K | 0.00% | +48+4,800.0% | Added |
| GPS Wealth Strategies Group, LLC | 50 | $21.8K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $22.0K | 0.02% | 00.0% | Unchanged |
| ORG Partners LLC | 51 | $22.5K | 0.00% | +51 | New |
| Clear Street Markets LLC | 52 | $23.0K | 0.01% | +52 | New |
| Core Alternative Capital | 57 | $24.8K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 59 | $25.7K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 61 | $26.6K | 0.00% | +19+45.2% | Added |
| Altshuler Shaham Ltd | 64 | $27.9K | 0.00% | +64 | New |
| Lowe Wealth Advisors, LLC | 65 | $28.3K | 0.01% | −20−23.5% | Reduced |
| Sutton Wealth Advisors Inc. | 65 | $28.3K | 0.01% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 68 | $29.4K | 0.01% | +68 | New |
| West Paces Advisors Inc. | 69 | $30.0K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 76 | $33.1K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 80 | $34.8K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 81 | $35.3K | 0.00% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 84 | $36.6K | 0.00% | −3−3.4% | Reduced |
| Deseret Mutual Benefit Administrators | 94 | $40.9K | 0.02% | 00.0% | Unchanged |
| Field & Main Bank | 100 | $43.5K | 0.02% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 100 | $43.5K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 102 | $44.4K | 0.02% | −73−41.7% | Reduced |
| Farmers & Merchants Investments Inc | 104 | $45.3K | 0.00% | 00.0% | Unchanged |
| Taikang Asset Management (Hong Kong) Co Ltd | 13,918 | $47.5K | 1.41% | −13,918−50.0% | Reduced |
| Larson Financial Group LLC | 110 | $47.9K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 113 | $49.3K | 0.00% | +20+21.5% | Added |
| Northwest Investment Counselors, LLC | 114 | $49.6K | 0.01% | 00.0% | Unchanged |
| Avalon Trust Co | 115 | $50.1K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 120 | $52.3K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 122 | $53.3K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 125 | $54.4K | 0.00% | −8−6.0% | Reduced |