| Ogorek Anthony Joseph | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 1 | $124 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $125 | 0.00% | −3−75.0% | Reduced |
| WealthTrak Capital Management LLC | 1 | $125 | 0.00% | 00.0% | Unchanged |
| Traub Capital Management LLC | 2 | $239 | 0.00% | +2 | New |
| Horizon Investments, LLC | 2 | $249 | 0.00% | +2 | New |
| Whipplewood Advisors, LLC | 3 | $373 | 0.00% | +3 | New |
| Atticus Wealth Management, LLC | 3 | $374 | 0.00% | +3 | New |
| Dogwood Wealth Management LLC | 4 | $488 | 0.00% | +4 | New |
| Pacer Advisors, Inc. | 4 | $497 | 0.00% | −483,572−100.0% | Reduced |
| Stephens Consulting, LLC | 4 | $498 | 0.00% | +4 | New |
| Ronald Blue Trust, Inc. | 5 | $621 | 0.00% | −91−94.8% | Reduced |
| Darwin Advisors, LLC | 5 | $621 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 5 | $622 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 5 | $622 | 0.00% | +5 | New |
| Financial Perspectives, Inc | 8 | $995 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 8 | $995 | 0.00% | +2+33.3% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 4 | $1.00K | 0.00% | +4 | New |
| Financial Network Wealth Advisors LLC | 9 | $1.12K | 0.00% | 00.0% | Unchanged |
| Maseco LLP | 9 | $1.12K | 0.00% | +9 | New |
| Wolff Wiese Magana LLC | 9 | $1.12K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 10 | $1.16K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $1.24K | 0.00% | +5+100.0% | Added |
| Pandora Wealth, Inc. | 10 | $1.24K | 0.00% | −11−52.4% | Reduced |
| HighMark Wealth Management LLC | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Flagship Wealth Advisors, LLC | 10 | $1.24K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 10 | $1.24K | 0.00% | +10 | New |
| Addison Advisors LLC | 11 | $1.37K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 11 | $1.37K | 0.00% | +6+120.0% | Added |
| Principia Wealth Advisory, LLC | 12 | $1.49K | 0.00% | +2+20.0% | Added |
| Prestige Wealth Management Group LLC | 12 | $1.49K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 12 | $1.49K | 0.00% | +12 | New |
| Binnacle Investments Inc | 13 | $1.62K | 0.00% | +13 | New |
| TFC Financial Management | 14 | $1.74K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 14 | $1.74K | 0.00% | +14 | New |
| Blue Bell Private Wealth Management, LLC | 15 | $1.86K | 0.00% | −43−74.1% | Reduced |
| Raffa Wealth Management, LLC | 15 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 15 | $1.86K | 0.00% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 15 | $1.86K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 15 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 16 | $1.99K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 17 | $2.12K | 0.00% | −117−87.3% | Reduced |
| Toth Financial Advisory Corp | 17 | $2.12K | 0.00% | +17 | New |
| Manchester Capital Management LLC | 19 | $2.36K | 0.00% | −139−88.0% | Reduced |
| FSA Wealth Management LLC | 19 | $2.36K | 0.00% | 00.0% | Unchanged |
| Motco | 19 | $2.45K | 0.00% | +19 | New |
| Hughes Financial Services, LLC | 19 | $2.47K | 0.00% | +7+58.3% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20 | $2.49K | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 20 | $2.49K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 21 | $2.61K | 0.00% | +21 | New |
| Silicon Valley Capital Partners | 22 | $2.74K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 23 | $2.86K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 25 | $2.91K | 0.00% | +25 | New |
| Cromwell Holdings LLC | 24 | $2.98K | 0.00% | +18+300.0% | Added |
| Pin Oak Investment Advisors Inc | 40 | $3.00K | 0.00% | 00.0% | Unchanged |
| Groupe la Francaise | 25 | $3.11K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 26 | $3.23K | 0.00% | +26 | New |
| Golden State Wealth Management, LLC | 30 | $3.73K | 0.00% | −25−45.5% | Reduced |
| Fairscale Capital, LLC | 29 | $3.74K | 0.00% | +29 | New |
| Kiker Wealth Management, LLC | 32 | $3.98K | 0.00% | −191−85.7% | Reduced |
| Spire Wealth Management | 32 | $3.98K | 0.00% | +25+357.1% | Added |
| DiNuzzo Private Wealth, Inc. | 33 | $4.10K | 0.00% | −2−5.7% | Reduced |
| Armstrong Advisory Group, Inc | 36 | $4.48K | 0.00% | +14+63.6% | Added |
| NewSquare Capital LLC | 37 | $4.60K | 0.00% | +37 | New |
| Aster Capital Management (DIFC) Ltd | 39 | $4.85K | 0.00% | +39 | New |
| Valued Wealth Advisors LLC | 39 | $4.85K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 50 | $4.90K | 0.00% | +50 | New |
| Rogco, LP | 40 | $4.97K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 40 | $4.97K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 40 | $4.97K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 43 | $5.35K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 45 | $5.60K | 0.00% | +5+12.5% | Added |
| Lowe Wealth Advisors, LLC | 46 | $5.72K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 50 | $6.22K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 50 | $6.24K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 52 | $6.47K | 0.00% | +1+2.0% | Added |
| Beacon Capital Management, LLC | 53 | $6.59K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 53 | $6.59K | 0.00% | +53 | New |
| Sierra Ocean, LLC | 60 | $7.46K | 0.01% | −35−36.8% | Reduced |
| TD Private Client Wealth LLC | 60 | $7.46K | 0.00% | +60 | New |
| Highline Wealth Partners LLC | 62 | $7.71K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 64 | $7.96K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 64 | $7.96K | 0.00% | +1+1.6% | Added |
| Avion Wealth | 65 | $8.00K | 0.00% | +15+30.0% | Added |
| Whittier Trust Co of Nevada Inc | 74 | $9.20K | 0.00% | +12+19.4% | Added |
| Activest Wealth Management | 76 | $9.45K | 0.00% | +4+5.6% | Added |
| Stone House Investment Management, LLC | 78 | $9.70K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 82 | $10.0K | 0.00% | +1+1.2% | Added |
| Bogart Wealth, LLC | 83 | $10.3K | 0.00% | +11+15.3% | Added |
| CBIZ Investment Advisory Services, LLC | 90 | $11.2K | 0.00% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 95 | $11.8K | 0.01% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 97 | $12.1K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 100 | $12.1K | 0.00% | +100 | New |
| Brown Brothers Harriman & Co | 100 | $12.4K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 101 | $12.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 110 | $13.0K | 0.00% | 00.0% | Unchanged |