| Keener Financial Planning LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 1 | $108 | 0.00% | +1 | New |
| Gen-Wealth Partners Inc | 1 | $108 | 0.00% | +1 | New |
| Modus Advisors, LLC | 2 | $216 | 0.00% | +2 | New |
| High Note Wealth, LLC | 2 | $216 | 0.00% | +2 | New |
| Winnow Wealth LLC | 4 | $377 | 0.00% | +4 | New |
| Pacer Advisors, Inc. | 4 | $432 | 0.00% | −2,867,619−100.0% | Reduced |
| Darwin Advisors, LLC | 5 | $540 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 5 | $540 | 0.00% | +5 | New |
| ORG Partners LLC | 6 | $648 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8 | $865 | 0.00% | −8−50.0% | Reduced |
| Wolff Wiese Magana LLC | 9 | $973 | 0.00% | +1+12.5% | Added |
| Global Financial Private Client, LLC | 9 | $973 | 0.00% | +9 | New |
| Principia Wealth Advisory, LLC | 9 | $973 | 0.00% | +9 | New |
| Migdal Insurance & Financial Holdings Ltd. | 12 | $1.00K | 0.00% | −55−82.1% | Reduced |
| Salem Investment Counselors Inc | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 10 | $1.08K | 0.00% | +10 | New |
| Flagship Wealth Advisors, LLC | 10 | $1.08K | 0.00% | +10 | New |
| Curio Wealth, LLC | 10 | $1.08K | 0.00% | +10 | New |
| Capital & Planning, LLC | 10 | $1.08K | 0.00% | +10 | New |
| Laurel Wealth Advisors LLC | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 11 | $1.19K | 0.00% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 11 | $1.19K | 0.00% | +11 | New |
| Mather Group, LLC. | 12 | $1.24K | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 12 | $1.30K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 13 | $1.41K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 14 | $1.51K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 15 | $1.62K | 0.00% | −19−55.9% | Reduced |
| City Holding Co | 15 | $1.62K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 15 | $1.62K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 15 | $1.62K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 15 | $1.62K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 15 | $1.62K | 0.00% | +5+50.0% | Added |
| FSA Wealth Management LLC | 19 | $2.05K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 20 | $2.16K | 0.00% | −2−9.1% | Reduced |
| Shelton Wealth Management, LLC | 20 | $2.16K | 0.00% | +20 | New |
| Bruce G. Allen Investments, LLC | 22 | $2.38K | 0.00% | −1−4.3% | Reduced |
| Silicon Valley Capital Partners | 22 | $2.38K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 22 | $2.38K | 0.00% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 22 | $2.38K | 0.00% | +22 | New |
| Zions Bancorporation, N.A. | 24 | $2.59K | 0.00% | +12+100.0% | Added |
| Synergy Investment Management, LLC | 24 | $2.59K | 0.00% | +24 | New |
| Horizon Financial Services, LLC | 25 | $2.70K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 25 | $2.70K | 0.00% | +25 | New |
| Pin Oak Investment Advisors Inc | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 28 | $3.03K | 0.00% | +3+12.0% | Added |
| DiNuzzo Private Wealth, Inc. | 28 | $3.03K | 0.00% | +3+12.0% | Added |
| Valued Wealth Advisors LLC | 39 | $4.22K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $4.32K | 0.00% | 00.0% | Unchanged |
| Rogco, LP | 40 | $4.32K | 0.00% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 40 | $4.32K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 40 | $4.32K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 40 | $4.32K | 0.00% | +29+263.6% | Added |
| Colonial Trust Co | 43 | $4.65K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 43 | $4.65K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 44 | $4.75K | 0.00% | +27+158.8% | Added |
| WR Wealth Planners, LLC | 44 | $4.76K | 0.00% | −1−2.2% | Reduced |
| Lowe Wealth Advisors, LLC | 46 | $4.97K | 0.00% | +46 | New |
| Hazlett, Burt & Watson, Inc. | 50 | $5.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 50 | $5.00K | 0.00% | +10+25.0% | Added |
| Larson Financial Group LLC | 49 | $5.30K | 0.00% | −57−53.8% | Reduced |
| C M Bidwell & Associates Ltd | 50 | $5.40K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 50 | $5.40K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 50 | $5.40K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $5.40K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 50 | $5.40K | 0.00% | +50 | New |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $5.43K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 53 | $5.73K | 0.00% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 54 | $5.84K | 0.00% | +54 | New |
| Halbert Hargrove Global Advisors, LLC | 57 | $6.16K | 0.00% | +57 | New |
| Iron Horse Wealth Management, LLC | 64 | $6.92K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 69 | $7.46K | 0.00% | −113−62.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 90 | $9.73K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 90 | $9.73K | 0.00% | +90 | New |
| PrairieView Partners, LLC | 100 | $10.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 97 | $10.5K | 0.00% | +97 | New |
| Assetmark, Inc | 98 | $10.6K | 0.00% | +55+127.9% | Added |
| Pacific Center for Financial Services | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 100 | $10.8K | 0.00% | +100 | New |
| Fuller & Thaler Asset Management, Inc. | 100 | $10.8K | 0.00% | +100 | New |
| Harel Insurance Investments & Financial Services Ltd. | 103 | $11.0K | 0.00% | −7−6.4% | Reduced |
| Bell Investment Advisors, Inc | 106 | $11.5K | 0.00% | −8−7.0% | Reduced |
| Copia Wealth Management | 109 | $11.8K | 0.01% | +109 | New |
| Smithfield Trust Co | 110 | $12.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,500 | $12.2K | 0.00% | −475−24.1% | Reduced |
| Adirondack Trust Co | 113 | $12.2K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 121 | $13.1K | 0.00% | +46+61.3% | Added |
| Exchange Traded Concepts, LLC | 122 | $13.2K | 0.00% | −56−31.5% | Reduced |
| Activest Wealth Management | 122 | $13.2K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 124 | $13.4K | 0.00% | −17−12.1% | Reduced |
| REAP Financial Group, LLC | 125 | $13.5K | 0.00% | +50+66.7% | Added |
| Massmutual Trust Co FSB | 127 | $13.7K | 0.00% | +68+115.3% | Added |
| SJS Investment Consulting Inc. | 129 | $13.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 131 | $15.0K | 0.00% | +96+274.3% | Added |
| Fourth Dimension Wealth, LLC | 145 | $15.7K | 0.01% | +145 | New |
| Private Wealth Management Group, LLC | 148 | $16.0K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 150 | $16.2K | 0.01% | −83−35.6% | Reduced |
| Ridgewood Investments LLC | 150 | $16.2K | 0.01% | −43−22.3% | Reduced |