| Dogwood Wealth Management LLC | 0 | $3 | 0.00% | 0 | New |
| Silicon Valley Capital Partners | 0 | $7 | 0.00% | 0 | Unchanged |
| Lee Financial Co | 1 | $115 | 0.00% | −38−97.4% | Reduced |
| Pineridge Advisors LLC | 2 | $229 | 0.00% | +2 | New |
| Tennessee Valley Asset Management Partners | 2 | $234 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $343 | 0.00% | −193−98.5% | Reduced |
| SRS Capital Advisors, Inc. | 3 | $344 | 0.00% | −3−50.0% | Reduced |
| True Wealth Design, LLC | 3 | $344 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 3 | $344 | 0.00% | +3 | New |
| Provence Wealth Management Group | 4 | $457 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 4 | $457 | 0.00% | +2+100.0% | Added |
| Raleigh Capital Management Inc. | 5 | $572 | 0.00% | +5 | New |
| Caitlin John, LLC | 5 | $573 | 0.00% | +5 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6 | $686 | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 6 | $686 | 0.00% | +6 | New |
| SOA Wealth Advisors, LLC. | 6 | $696 | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 7 | $801 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $1.03K | 0.00% | +3+50.0% | Added |
| Frank, Rimerman Advisors LLC | 9 | $1.03K | 0.00% | +9 | New |
| Larson Financial Group LLC | 10 | $1.14K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 10 | $1.14K | 0.00% | +10 | New |
| Nalls Sherbakoff Group, LLC | 12 | $1.37K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 14 | $1.60K | 0.00% | +6+75.0% | Added |
| Independence Bank of Kentucky | 14 | $1.60K | 0.00% | +14 | New |
| Smartleaf Asset Management LLC | 15 | $1.71K | 0.00% | +15 | New |
| Ronald Blue Trust, Inc. | 28 | $2.00K | 0.00% | −128−82.1% | Reduced |
| Avion Wealth | 17 | $2.00K | 0.00% | +10+142.9% | Added |
| Iron Horse Wealth Management, LLC | 18 | $2.06K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $2.06K | 0.00% | +18 | New |
| LM Advisors LLC | 19 | $2.17K | 0.00% | +19 | New |
| Jackson, Grant Investment Advisers, Inc. | 20 | $2.29K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 21 | $2.40K | 0.00% | −5−19.2% | Reduced |
| Carolinas Wealth Consulting LLC | 22 | $2.47K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 23 | $2.63K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 25 | $2.84K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 25 | $2.86K | 0.00% | 00.0% | Unchanged |
| City State Bank | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 34 | $3.10K | 0.00% | −12−26.1% | Reduced |
| Hollencrest Capital Management | 29 | $3.32K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 32 | $3.66K | 0.00% | +4+14.3% | Added |
| Rosenberg Matthew Hamilton | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 35 | $4.00K | 0.00% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 36 | $4.12K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 43 | $4.94K | 0.00% | +43 | New |
| M&R Capital Management Inc | 50 | $5.72K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 50 | $5.72K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 51 | $5.83K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 52 | $5.95K | 0.00% | +4+8.3% | Added |
| CVA Family Office, LLC | 55 | $6.29K | 0.00% | +55 | New |
| Pittenger & Anderson Inc | 56 | $6.41K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 57 | $6.52K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 59 | $6.75K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 59 | $6.75K | 0.00% | +11+22.9% | Added |
| Baldwin Brothers Inc | 60 | $6.86K | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 73 | $8.35K | 0.01% | +73 | New |
| JJJ Advisors Inc. | 80 | $9.15K | 0.00% | −19−19.2% | Reduced |
| Loomis Sayles & Co L P | 85 | $10.0K | 0.00% | −23−21.3% | Reduced |
| GW&K Investment Management, LLC | 86 | $10.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 98 | $11.2K | 0.00% | −57−36.8% | Reduced |
| Eagle Bay Advisors LLC | 99 | $11.3K | 0.01% | −1,004−91.0% | Reduced |
| Ramirez Asset Management, Inc. | 100 | $11.4K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 100 | $11.4K | 0.01% | +100 | New |
| Headlands Technologies LLC | 101 | $11.6K | 0.00% | +101 | New |
| Financial Connections Group, Inc. | 109 | $12.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 105 | $12.0K | 0.00% | +11+11.7% | Added |
| Frazier Financial Advisors, LLC | 106 | $12.1K | 0.01% | +106 | New |
| Private Wealth Management Group, LLC | 107 | $12.2K | 0.01% | +107 | New |
| FSC Wealth Advisors, LLC | 112 | $12.8K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 112 | $12.8K | 0.00% | +16+16.7% | Added |
| Valley National Advisers Inc | 118 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 119 | $13.0K | 0.01% | +100+526.3% | Added |
| Itau Unibanco Holding S.A. | 114 | $13.0K | 0.00% | −112−49.6% | Reduced |
| FinTrust Capital Advisors, LLC | 117 | $13.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 118 | $13.5K | 0.00% | −111−48.5% | Reduced |
| Brown, Lisle/Cummings, Inc. | 120 | $13.7K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 121 | $14.0K | 0.01% | 00.0% | Unchanged |
| Bank of New Hampshire | 124 | $14.2K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 129 | $14.8K | 0.01% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 132 | $15.1K | 0.00% | −28−17.5% | Reduced |
| Catalyst Capital Advisors LLC | 132 | $15.1K | 0.00% | −28−17.5% | Reduced |
| Cohen & Steers, Inc. | 144 | $16.0K | 0.00% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 142 | $16.2K | 0.01% | +1+0.7% | Added |
| TSFG, LLC | 152 | $17.0K | 0.01% | 00.0% | Unchanged |
| Bangor Savings Bank | 150 | $17.2K | 0.00% | −125−45.5% | Reduced |
| JNBA Financial Advisors | 150 | $17.2K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 150 | $17.2K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 156 | $17.8K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 156 | $17.8K | 0.01% | +156 | New |
| Ogorek Anthony Joseph | 165 | $18.0K | 0.01% | 00.0% | Unchanged |
| NewSquare Capital LLC | 166 | $19.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 166 | $19.0K | 0.00% | +166 | New |
| Turtle Creek Wealth Advisors, LLC | 170 | $19.4K | 0.01% | +170 | New |
| Webster Bank, N. A. | 187 | $21.4K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 190 | $21.7K | 0.01% | +15+8.6% | Added |
| Umb Bank N A | 191 | $21.8K | 0.00% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 195 | $22.0K | 0.02% | +195 | New |
| Stephenson National Bank & Trust | 200 | $22.9K | 0.01% | 00.0% | Unchanged |
| America First Investment Advisors, LLC | 200 | $22.9K | 0.01% | 00.0% | Unchanged |
| First United Bank Trust | 200 | $22.9K | 0.01% | +200 | New |