| Cornerstone Planning Group LLC | 8 | $200 | 0.00% | +4+100.0% | Added |
| UMA Financial Services, Inc. | 1 | $340 | 0.00% | +1 | New |
| Wealth Watch Advisors, INC | 1 | $340 | 0.00% | +1 | New |
| Bruce G. Allen Investments, LLC | 2 | $679 | 0.00% | −3−60.0% | Reduced |
| HFM Investment Advisors, LLC | 2 | $679 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 2 | $679 | 0.00% | +1+100.0% | Added |
| Abound Wealth Management | 2 | $680 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 2 | $680 | 0.00% | +2 | New |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 4 | $1.00K | 0.00% | +4 | New |
| Tortoise Investment Management, LLC | 4 | $1.36K | 0.00% | +2+100.0% | Added |
| Aspect Partners, LLC | 4 | $1.36K | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $1.67K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $1.70K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 6 | $2.03K | 0.00% | −1−14.3% | Reduced |
| Creative Financial Designs Inc | 6 | $2.04K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $2.04K | 0.00% | +1+20.0% | Added |
| Cedar Mountain Advisors, LLC | 7 | $2.38K | 0.00% | +7 | New |
| Atlantic Trust, LLC | 8 | $2.72K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $2.72K | 0.00% | +1+14.3% | Added |
| Bell Investment Advisors, Inc | 9 | $3.06K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $3.40K | 0.00% | 00.0% | Unchanged |
| Strategic Advocates LLC | 11 | $3.74K | 0.00% | +11 | New |
| Measured Wealth Private Client Group, LLC | 12 | $4.08K | 0.00% | +12 | New |
| JFS Wealth Advisors, LLC | 15 | $5.10K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 16 | $5.43K | 0.00% | +2+14.3% | Added |
| High Note Wealth, LLC | 17 | $5.78K | 0.00% | −1−5.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 18 | $6.11K | 0.00% | −33−64.7% | Reduced |
| Greykasell Wealth Strategies, Inc. | 20 | $6.79K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 20 | $6.79K | 0.00% | +1+5.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 21 | $7.13K | 0.01% | −1,318−98.4% | Reduced |
| Westfuller Advisors, LLC | 22 | $7.34K | 0.00% | +22 | New |
| Toth Financial Advisory Corp | 22 | $7.47K | 0.00% | +22 | New |
| Financial Network Wealth Advisors LLC | 23 | $7.81K | 0.01% | −1−4.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 23 | $7.81K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 23 | $7.81K | 0.00% | +2+9.5% | Added |
| Fortitude Family Office, LLC | 24 | $8.15K | 0.00% | +3+14.3% | Added |
| Strategic Wealth Partners, Ltd. | 29 | $9.85K | 0.00% | +29 | New |
| Mather Group, LLC. | 30 | $10.2K | 0.00% | +30 | New |
| Hemington Wealth Management | 37 | $12.0K | 0.00% | +4+12.1% | Added |
| Park Square Financial Group, LLC | 41 | $13.9K | 0.06% | −84−67.2% | Reduced |
| Bare Financial Services, Inc | 42 | $14.3K | 0.00% | +37+740.0% | Added |
| Westend Capital Management, LLC | 44 | $14.9K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 43 | $15.0K | 0.00% | +43 | New |
| Stone House Investment Management, LLC | 45 | $15.3K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 46 | $15.6K | 0.01% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 47 | $16.0K | 0.00% | −31−39.7% | Reduced |
| Larson Financial Group LLC | 49 | $16.6K | 0.00% | +35+250.0% | Added |
| Smithfield Trust Co | 58 | $19.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 58 | $19.7K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 58 | $19.7K | 0.00% | +58 | New |
| Leonteq Securities AG | 60 | $20.4K | 0.00% | −11−15.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 63 | $21.4K | 0.00% | +63 | New |
| WPG Advisers, LLC | 67 | $22.8K | 0.02% | +6+9.8% | Added |
| Rise Advisors, LLC | 68 | $23.1K | 0.01% | +2+3.0% | Added |
| Bryn Mawr Trust Co | 72 | $24.5K | 0.00% | +72 | New |
| Sterling Capital Management LLC | 73 | $24.8K | 0.00% | −2,486−97.1% | Reduced |
| Manchester Capital Management LLC | 76 | $25.8K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 77 | $26.2K | 0.00% | +77 | New |
| Group One Trading, L.P. | 79 | $26.8K | 0.00% | +79 | New |
| EverSource Wealth Advisors, LLC | 80 | $27.2K | 0.00% | −1−1.2% | Reduced |
| Fifth Third Bancorp | 81 | $27.5K | 0.00% | +35+76.1% | Added |
| Whittier Trust Co of Nevada Inc | 82 | $28.6K | 0.00% | +19+30.2% | Added |
| Bogart Wealth, LLC | 89 | $30.2K | 0.00% | +75+535.7% | Added |
| Blume Capital Management, Inc. | 90 | $30.6K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 92 | $31.3K | 0.00% | −80−46.5% | Reduced |
| Cullen/Frost Bankers, Inc. | 97 | $32.9K | 0.00% | −8−7.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 102 | $34.6K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 102 | $34.6K | 0.00% | +53+108.2% | Added |
| Caitong International Asset Management Co., Ltd | 104 | $35.3K | 0.02% | +79+316.0% | Added |
| Rakuten Securities, Inc. | 106 | $36.0K | 0.01% | −35−24.8% | Reduced |
| Umb Bank N A | 130 | $44.2K | 0.00% | +28+27.5% | Added |
| TFC Financial Management | 136 | $46.2K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 144 | $48.9K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 157 | $53.3K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 170 | $57.7K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 170 | $57.7K | 0.00% | +170 | New |
| Ci Investments Inc. | 170 | $58.0K | 0.00% | +61+56.0% | Added |
| Clearstead Advisors, LLC | 173 | $58.8K | 0.00% | −80−31.6% | Reduced |
| Blue Bell Private Wealth Management, LLC | 179 | $60.8K | 0.01% | +91+103.4% | Added |
| Bessemer Group Inc | 181 | $61.0K | 0.00% | +56+44.8% | Added |
| CIBC Private Wealth Group, LLC | 186 | $63.2K | 0.00% | +14+8.1% | Added |
| Wolff Wiese Magana LLC | 199 | $67.6K | 0.04% | +131+192.6% | Added |
| Essential Partners LLC | 208 | $70.7K | 0.02% | 00.0% | Unchanged |
| MAI Capital Management | 212 | $72.0K | 0.00% | −20−8.6% | Reduced |
| Salomon & Ludwin, LLC | 218 | $76.1K | 0.01% | +218 | New |
| Richardson Financial Services Inc. | 233 | $79.1K | 0.05% | +43+22.6% | Added |
| Sunbelt Securities, Inc. | 235 | $79.8K | 0.01% | +206+710.3% | Added |
| Crewe Advisors LLC | 235 | $79.8K | 0.01% | +235 | New |
| Versant Capital Management, Inc | 237 | $80.5K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 242 | $82.2K | 0.00% | −1,661−87.3% | Reduced |
| Delta Asset Management LLC | 270 | $91.7K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 296 | $100.5K | 0.00% | +24+8.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 301 | $102.0K | 0.00% | +5+1.7% | Added |
| Centaurus Financial, Inc. | 315 | $107.0K | 0.01% | +315 | New |
| Rothschild Investment LLC | 354 | $120.2K | 0.01% | +150+73.5% | Added |
| Central Trust Co | 368 | $125.0K | 0.00% | +368 | New |
| Hantz Financial Services, Inc. | 379 | $129.0K | 0.00% | +84+28.5% | Added |
| Quadrant Capital Group LLC | 397 | $134.9K | 0.00% | +397 | New |
| Smartleaf Asset Management LLC | 410 | $139.9K | 0.01% | +124+43.4% | Added |