| Capital Advisors, Ltd. LLC | 1 | $0 | 0.00% | −7−87.5% | Reduced |
| Clear Street Markets LLC | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $2 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 4 | $224 | 0.00% | +4 | New |
| Wolff Wiese Magana LLC | 5 | $280 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 9 | $503 | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 10 | $560 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 12 | $671 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $783 | 0.00% | +6+75.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $838 | 0.00% | −21−58.3% | Reduced |
| C M Bidwell & Associates Ltd | 15 | $839 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 16 | $868 | 0.00% | +16 | New |
| Valley National Advisers Inc | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 18 | $1.01K | 0.00% | +18 | New |
| SJS Investment Consulting Inc. | 21 | $1.18K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $1.23K | 0.00% | +5+29.4% | Added |
| Raleigh Capital Management Inc. | 25 | $1.40K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 26 | $1.44K | 0.00% | +26 | New |
| Dunhill Financial, LLC | 27 | $1.53K | 0.00% | +5+22.7% | Added |
| Naples Money Management LLC | 28 | $1.56K | 0.00% | +5+21.7% | Added |
| SOA Wealth Advisors, LLC. | 28 | $1.57K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 28 | $1.57K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 30 | $1.68K | 0.00% | +11+57.9% | Added |
| Front Row Advisors LLC | 33 | $1.84K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 34 | $1.90K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 35 | $1.96K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 30 | $2.00K | 0.00% | +6+25.0% | Added |
| Picton Mahoney Asset Management | 35 | $2.00K | 0.00% | +35 | New |
| Caitlin John, LLC | 36 | $2.01K | 0.00% | −10−21.7% | Reduced |
| Raffa Wealth Management, LLC | 38 | $2.13K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 48 | $2.68K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 49 | $2.74K | 0.00% | +30+157.9% | Added |
| Private Trust Co NA | 49 | $2.74K | 0.00% | +49 | New |
| Rakuten Securities, Inc. | 50 | $2.80K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 56 | $3.13K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 59 | $3.30K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 60 | $3.35K | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 65 | $3.63K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 72 | $4.03K | 0.00% | −18−20.0% | Reduced |
| IFP Advisors, Inc | 79 | $4.42K | 0.00% | −54−40.6% | Reduced |
| Stephenson National Bank & Trust | 100 | $5.59K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 100 | $5.59K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 105 | $5.87K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 105 | $5.87K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 108 | $6.04K | 0.00% | −2−1.8% | Reduced |
| Abound Wealth Management | 111 | $6.21K | 0.00% | +11+11.0% | Added |
| Bruce G. Allen Investments, LLC | 120 | $6.71K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 120 | $6.71K | 0.00% | +89+287.1% | Added |
| First Personal Financial Services | 122 | $6.82K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 127 | $7.10K | 0.00% | +127 | New |
| GHP Investment Advisors, Inc. | 130 | $7.27K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 150 | $8.60K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 154 | $8.61K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 158 | $8.84K | 0.00% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 175 | $9.79K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 175 | $9.79K | 0.00% | 00.0% | Unchanged |
| National Pension Service | 175 | $9.79K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 177 | $9.90K | 0.00% | −19−9.7% | Reduced |
| RFP Financial Group LLC | 177 | $9.90K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 200 | $11.2K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 200 | $11.2K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 200 | $11.2K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 218 | $12.0K | 0.01% | −2−0.9% | Reduced |
| Family Firm, Inc. | 222 | $12.4K | 0.00% | +222 | New |
| Unique Wealth Strategies, LLC | 198 | $12.7K | 0.01% | +198 | New |
| DT Investment Partners, LLC | 240 | $13.4K | 0.00% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 250 | $13.9K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 250 | $14.0K | 0.00% | −11−4.2% | Reduced |
| Larson Financial Group LLC | 250 | $14.0K | 0.00% | +250 | New |
| Hantz Financial Services, Inc. | 245 | $14.0K | 0.00% | −69−22.0% | Reduced |
| International Assets Investment Management, LLC | 267 | $14.9K | 0.00% | +267 | New |
| Rothschild Investment LLC | 270 | $15.1K | 0.00% | +215+390.9% | Added |
| Farther Finance Advisors, LLC | 272 | $15.1K | 0.00% | +10+3.8% | Added |
| AdvisorNet Financial, Inc | 282 | $15.8K | 0.00% | +11+4.1% | Added |
| Rise Advisors, LLC | 286 | $16.0K | 0.01% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 294 | $16.4K | 0.00% | +245+500.0% | Added |
| Lindbrook Capital, LLC | 325 | $18.2K | 0.00% | +26+8.7% | Added |
| Parkside Financial Bank & Trust | 345 | $19.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 350 | $19.6K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 371 | $20.7K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 375 | $21.0K | 0.00% | +8+2.2% | Added |
| Quent Capital, LLC | 399 | $22.3K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 403 | $22.5K | 0.01% | +403 | New |
| Mather Group, LLC. | 354 | $22.8K | 0.00% | −19−5.1% | Reduced |
| JJJ Advisors Inc. | 409 | $22.9K | 0.00% | −30−6.8% | Reduced |
| Massmutual Trust Co FSB | 415 | $23.2K | 0.00% | +35+9.2% | Added |
| Plante Moran Financial Advisors, LLC | 420 | $23.5K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 426 | $23.8K | 0.00% | +426 | New |
| Cromwell Holdings LLC | 433 | $24.2K | 0.01% | +433 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 434 | $24.3K | 0.00% | 00.0% | Unchanged |
| Tobam | 441 | $25.0K | 0.00% | −99−18.3% | Reduced |
| Frazier Financial Advisors, LLC | 484 | $27.1K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 507 | $28.1K | 0.00% | +305+151.0% | Added |
| State of Wyoming | 559 | $31.3K | 0.01% | +559 | New |
| Venturi Wealth Management, LLC | 611 | $34.2K | 0.00% | +397+185.5% | Added |
| GPS Wealth Strategies Group, LLC | 637 | $35.6K | 0.01% | +479+303.2% | Added |
| Whittier Trust Co | 694 | $38.8K | 0.00% | 00.0% | Unchanged |
| Knuff & Co LLC | 700 | $39.1K | 0.01% | 00.0% | Unchanged |