| Ronald Blue Trust, Inc. | 2 | $0 | 0.00% | +2 | New |
| Stonebridge Capital Advisors LLC | 0 | $5 | 0.00% | −9−100.0% | Reduced |
| Silicon Valley Capital Partners | 0 | $11 | 0.00% | 0 | New |
| IMA Wealth, Inc. | 1 | $145 | 0.00% | +1 | New |
| TCI Wealth Advisors, Inc. | 3 | $436 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 4 | $581 | 0.00% | +1+33.3% | Added |
| Beaird Harris Wealth Management, LLC | 4 | $581 | 0.00% | +4 | New |
| RFP Financial Group LLC | 4 | $585 | 0.00% | +4 | New |
| Archer Investment Corp | 5 | $726 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 8 | $1.00K | 0.00% | +8 | New |
| Versant Capital Management, Inc | 7 | $1.02K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 7 | $1.03K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 8 | $1.16K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 8 | $1.16K | 0.00% | +8 | New |
| Disciplined Investments, LLC | 9 | $1.31K | 0.00% | +4+80.0% | Added |
| SJS Investment Consulting Inc. | 11 | $1.60K | 0.00% | +7+175.0% | Added |
| Newbridge Financial Services Group, Inc. | 12 | $1.74K | 0.00% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 13 | $1.89K | 0.00% | +13 | New |
| Hantz Financial Services, Inc. | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 20 | $2.00K | 0.00% | +20 | New |
| Glassman Wealth Services | 14 | $2.03K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 14 | $2.04K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 15 | $2.18K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 17 | $2.47K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 17 | $2.47K | 0.00% | +15+750.0% | Added |
| Farmers & Merchants Investments Inc | 23 | $3.34K | 0.00% | −3−11.5% | Reduced |
| Column Capital Advisors, LLC | 24 | $3.48K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 25 | $3.63K | 0.00% | +3+13.6% | Added |
| JFS Wealth Advisors, LLC | 31 | $4.50K | 0.00% | +9+40.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 33 | $4.79K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $4.83K | 0.00% | +33 | New |
| Quarry LP | 36 | $5.23K | 0.01% | +36 | New |
| MRP Capital Investments, LLC | 36 | $5.26K | 0.01% | +36 | New |
| SRS Capital Advisors, Inc. | 40 | $5.84K | 0.00% | −7−14.9% | Reduced |
| GWM Advisors LLC | 1,355 | $6.72K | 0.00% | +1,355 | New |
| Truvestments Capital LLC | 49 | $7.11K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 49 | $7.11K | 0.00% | +49 | New |
| Baker Avenue Asset Management, LP | 51 | $7.41K | 0.00% | +51 | New |
| Sandy Spring Bank | 51 | $7.47K | 0.00% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 59 | $8.57K | 0.01% | +59 | New |
| Penserra Capital Management LLC | 62 | $9.00K | 0.00% | −4−6.1% | Reduced |
| Tyler-Stone Wealth Management | 63 | $9.00K | 0.01% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 62 | $9.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 66 | $9.53K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 79 | $11.5K | 0.00% | +70+777.8% | Added |
| Farther Finance Advisors, LLC | 84 | $12.2K | 0.00% | +84 | New |
| Parallel Advisors, LLC | 100 | $14.5K | 0.00% | +5+5.3% | Added |
| Itau Unibanco Holding S.A. | 103 | $15.0K | 0.00% | +103 | New |
| Householder Group Estate & Retirement Specialist, LLC | 104 | $15.0K | 0.02% | −209−66.8% | Reduced |
| Sierra Capital LLC | 103 | $15.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 110 | $16.0K | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 117 | $17.0K | 0.01% | +117 | New |
| Plante Moran Financial Advisors, LLC | 119 | $17.3K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 123 | $17.9K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 134 | $19.5K | 0.01% | +89+197.8% | Added |
| Coppell Advisory Solutions LLC | 135 | $19.6K | 0.01% | +135 | New |
| Coppell Advisory Solutions Corp. | 135 | $19.6K | 0.01% | +135 | New |
| Signaturefd, LLC | 139 | $20.2K | 0.00% | +36+35.0% | Added |
| 1832 Asset Management L.P. | 142 | $20.6K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 147 | $21.3K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 170 | $24.7K | 0.00% | 00.0% | Unchanged |
| Comerica Securities,inc. | 215 | $31.2K | 0.00% | +215 | New |
| Brown Brothers Harriman & Co | 216 | $31.4K | 0.00% | +36+20.0% | Added |
| Massmutual Trust Co FSB | 219 | $32.0K | 0.00% | +205+1,464.3% | Added |
| AdvisorNet Financial, Inc | 221 | $32.1K | 0.00% | +8+3.8% | Added |
| St Germain D J Co Inc | 230 | $33.4K | 0.01% | +230 | New |
| Baystate Wealth Management LLC | 236 | $34.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 242 | $35.1K | 0.00% | +151+165.9% | Added |
| Benjamin F. Edwards & Company, Inc. | 247 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 255 | $37.0K | 0.00% | −149−36.9% | Reduced |
| Harbor Investment Advisory, LLC | 257 | $37.3K | 0.01% | −122−32.2% | Reduced |
| Private Trust Co NA | 270 | $39.0K | 0.01% | +17+6.7% | Added |
| Accurate Wealth Management, LLC | 291 | $40.9K | 0.02% | +291 | New |
| Sound Income Strategies, LLC | 290 | $42.1K | 0.01% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 300 | $43.6K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $43.6K | 0.01% | +300 | New |
| Virtus Fund Advisers, LLC | 306 | $44.4K | 0.32% | +306 | New |
| Proequities, Inc. | 321 | $46.6K | 0.00% | −18−5.3% | Reduced |
| Assetmark, Inc | 326 | $47.3K | 0.00% | +87+36.4% | Added |
| Umb Bank N A | 337 | $49.0K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 378 | $55.0K | 0.00% | +85+29.0% | Added |
| Piershale Financial Group, Inc. | 380 | $55.2K | 0.05% | +380 | New |
| Belpointe Asset Management LLC | 393 | $57.1K | 0.00% | +393 | New |
| First Horizon Advisors, Inc. | 400 | $58.1K | 0.00% | +12+3.1% | Added |
| Federation des caisses Desjardins du Quebec | 411 | $59.7K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 425 | $61.7K | 0.02% | −38−8.2% | Reduced |
| CWM, LLC | 426 | $62.0K | 0.00% | +76+21.7% | Added |
| Fifth Third Bancorp | 452 | $65.6K | 0.00% | +19+4.4% | Added |
| MinichMacGregor Wealth Management, LLC | 475 | $69.0K | 0.02% | +475 | New |
| Quadrant Capital Group LLC | 486 | $70.6K | 0.01% | +82+20.3% | Added |
| Covestor Ltd | 495 | $72.0K | 0.06% | −6−1.2% | Reduced |
| Money Concepts Capital Corp | 500 | $72.6K | 0.00% | +310+163.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 512 | $74.3K | 0.00% | +512 | New |
| Central Trust Co | 513 | $74.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,009 | $87.0K | 0.00% | −35−3.4% | Reduced |
| Spire Wealth Management | 656 | $95.0K | 0.01% | −14−2.1% | Reduced |
| Global Retirement Partners, LLC | 700 | $101.6K | 0.01% | −12−1.7% | Reduced |