| Dunhill Financial, LLC | 1 | $99 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $166 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 2 | $166 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 3 | $249 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 4 | $331 | 0.00% | +2+100.0% | Added |
| SageView Advisory Group, LLC | 6 | $497 | 0.00% | +6 | New |
| Bay Harbor Wealth Management, LLC | 6 | $499 | 0.00% | +2+50.0% | Added |
| DiNuzzo Private Wealth, Inc. | 7 | $579 | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 11 | $910 | 0.00% | +11 | New |
| Sunbelt Securities, Inc. | 15 | $1.24K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 16 | $1.32K | 0.00% | +16 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 16 | $1.32K | 0.00% | +16 | New |
| Elyxium Wealth, LLC | 17 | $1.41K | 0.00% | +17 | New |
| Bare Financial Services, Inc | 25 | $2.07K | 0.00% | +6+31.6% | Added |
| AdvisorNet Financial, Inc | 26 | $2.15K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 26 | $2.15K | 0.00% | +5+23.8% | Added |
| Manchester Capital Management LLC | 26 | $2.15K | 0.00% | +10+62.5% | Added |
| WPG Advisers, LLC | 29 | $2.40K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 30 | $2.49K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 31 | $2.56K | 0.00% | +31 | New |
| Assetmark, Inc | 33 | $2.73K | 0.00% | −25−43.1% | Reduced |
| NBC Securities, Inc. | 40 | $3.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $3.40K | 0.00% | +12+41.4% | Added |
| Farmers & Merchants Investments Inc | 50 | $4.13K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 51 | $4.24K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 56 | $4.63K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 58 | $4.80K | 0.00% | +58 | New |
| Brown Brothers Harriman & Co | 64 | $5.29K | 0.00% | +64 | New |
| Bell Investment Advisors, Inc | 65 | $5.38K | 0.00% | 00.0% | Unchanged |
| Zimmer Partners, LP | 68 | $5.62K | 0.00% | +68 | New |
| Creative Financial Designs Inc | 75 | $6.20K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 75 | $6.20K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 83 | $6.86K | 0.00% | +13+18.6% | Added |
| Reyes Financial Architecture, Inc. | 100 | $8.27K | 0.01% | +100 | New |
| CIBC Private Wealth Group, LLC | 102 | $8.44K | 0.00% | −1,223−92.3% | Reduced |
| Quaker Wealth Management, LLC | 102 | $8.44K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 104 | $8.60K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 118 | $10.0K | 0.00% | −500−80.9% | Reduced |
| Private Wealth Management Group, LLC | 128 | $10.6K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 132 | $10.9K | 0.01% | +132 | New |
| Rothschild Investment LLC | 163 | $13.5K | 0.00% | +25+18.1% | Added |
| Allworth Financial LP | 166 | $13.7K | 0.00% | +27+19.4% | Added |
| Eastern Bank | 170 | $14.1K | 0.00% | +170 | New |
| Kemnay Advisory Services Inc. | 181 | $15.0K | 0.00% | +181 | New |
| Hollencrest Capital Management | 192 | $15.9K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 200 | $16.5K | 0.00% | +200 | New |
| Atlantic Trust, LLC | 207 | $17.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 223 | $18.4K | 0.00% | −21−8.6% | Reduced |
| IFP Advisors, Inc | 223 | $18.4K | 0.00% | +8+3.7% | Added |
| Covestor Ltd | 228 | $19.0K | 0.01% | −33−12.6% | Reduced |
| Clearstead Advisors, LLC | 231 | $19.1K | 0.00% | +110+90.9% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 242 | $20.0K | 0.02% | +242 | New |
| First Command Advisory Services, Inc. | 250 | $20.7K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 264 | $21.9K | 0.00% | +2+0.8% | Added |
| Abound Wealth Management | 281 | $23.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 290 | $24.0K | 0.00% | 00.0% | Unchanged |
| Optima Capital LLC | 300 | $25.1K | 0.01% | +300 | New |
| Sound Income Strategies, LLC | 300 | $25.1K | 0.00% | +300 | New |
| Community Bank, N.A. | 307 | $25.4K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 291 | $25.5K | 0.00% | +291 | New |
| Versant Capital Management, Inc | 313 | $25.9K | 0.00% | −2,373−88.3% | Reduced |
| Daiwa Securities Group Inc. | 311 | $26.0K | 0.00% | −57−15.5% | Reduced |
| Harbor Capital Advisors, Inc. | 372 | $31.0K | 0.00% | −6−1.6% | Reduced |
| Golden State Wealth Management, LLC | 394 | $32.6K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 400 | $33.1K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 404 | $33.4K | 0.00% | +404 | New |
| Essential Partners LLC | 407 | $33.7K | 0.01% | 00.0% | Unchanged |
| SHP Wealth Management | 428 | $35.4K | 0.00% | +428 | New |
| Financial Consulate, Inc | 439 | $36.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 457 | $37.8K | 0.00% | −147−24.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 486 | $40.2K | 0.00% | −38−7.3% | Reduced |
| Private Trust Co NA | 506 | $41.8K | 0.00% | 00.0% | Unchanged |
| IFC & Insurance Marketing, Inc. | 521 | $43.0K | 0.04% | +521 | New |
| International Assets Investment Management, LLC | 520 | $43.0K | 0.00% | +520 | New |
| Smartleaf Asset Management LLC | 519 | $43.1K | 0.00% | +149+40.3% | Added |
| Caitong International Asset Management Co., Ltd | 540 | $44.7K | 0.01% | +486+900.0% | Added |
| Optiver Holding B.V. | 557 | $46.1K | 0.00% | +234+72.4% | Added |
| Nomura Asset Management Co Ltd | 570 | $47.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 593 | $49.0K | 0.00% | +18+3.1% | Added |
| First Horizon Corp | 617 | $51.0K | 0.00% | +406+192.4% | Added |
| Larson Financial Group LLC | 653 | $54.0K | 0.00% | +1+0.2% | Added |
| Missouri Trust & Investment Co | 700 | $57.9K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 771 | $64.0K | 0.00% | +97+14.4% | Added |
| Kestra Advisory Services, LLC | 856 | $70.8K | 0.00% | +856 | New |
| UMA Financial Services, Inc. | 1,025 | $84.8K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 1,065 | $88.1K | 0.00% | +620+139.3% | Added |
| Ronald Blue Trust, Inc. | 1,070 | $88.5K | 0.00% | −94−8.1% | Reduced |
| Farther Finance Advisors, LLC | 1,084 | $89.7K | 0.00% | +87+8.7% | Added |
| Parallel Advisors, LLC | 1,136 | $94.0K | 0.00% | +161+16.5% | Added |
| Signaturefd, LLC | 1,152 | $95.3K | 0.00% | +183+18.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,322 | $109.0K | 0.00% | +276+26.4% | Added |
| Meramec Financial Planners, LLC | 1,305 | $112.3K | 0.04% | +1,305 | New |
| Rockefeller Capital Management L.P. | 1,411 | $116.7K | 0.00% | +188+15.4% | Added |
| Monetary Management Group Inc | 1,625 | $134.4K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,627 | $134.6K | 0.01% | +50+3.2% | Added |
| EverSource Wealth Advisors, LLC | 1,775 | $146.8K | 0.01% | +169+10.5% | Added |
| KBC Group NV | 1,982 | $164.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,025 | $167.5K | 0.00% | −9,003−81.6% | Reduced |
| MAI Capital Management | 2,328 | $192.5K | 0.00% | −225−8.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,335 | $193.1K | 0.00% | +305+15.0% | Added |