| Raffa Wealth Management, LLC | 1 | $48 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $48 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $87 | 0.00% | −1−50.0% | Reduced |
| Byrne Asset Management LLC | 2 | $97 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 2 | $97 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 3 | $145 | 0.00% | +2+200.0% | Added |
| Cedar Mountain Advisors, LLC | 3 | $145 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 4 | $194 | 0.00% | +4 | New |
| Innovative Asset Advisors Group, LLC | 4 | $194 | 0.00% | +4 | New |
| Quent Capital, LLC | 4 | $196 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $242 | 0.00% | +2+66.7% | Added |
| Huntington National Bank | 5 | $242 | 0.00% | +5 | New |
| Abound Wealth Management | 5 | $243 | 0.00% | −1−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 6 | $291 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $339 | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 9 | $501 | 0.00% | +9 | New |
| Bay Harbor Wealth Management, LLC | 13 | $629 | 0.00% | +8+160.0% | Added |
| USA Financial Portformulas Corp | 14 | $678 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 14 | $678 | 0.00% | +6+75.0% | Added |
| Ankerstar Wealth, LLC | 15 | $726 | 0.00% | +1+7.1% | Added |
| JPL Wealth Management, LLC | 20 | $969 | 0.00% | +20 | New |
| CX Institutional | 30 | $1.00K | 0.00% | −32−51.6% | Reduced |
| Strategic Wealth Partners, Ltd. | 21 | $1.01K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 22 | $1.08K | 0.00% | +22 | New |
| Wealth Preservation Advisors, LLC | 23 | $1.11K | 0.00% | +23 | New |
| Sunbelt Securities, Inc. | 24 | $1.16K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $1.31K | 0.00% | +4+17.4% | Added |
| Rossby Financial, LCC | 30 | $1.47K | 0.00% | +30 | New |
| JFS Wealth Advisors, LLC | 34 | $1.65K | 0.00% | +3+9.7% | Added |
| True Wealth Design, LLC | 36 | $1.74K | 0.00% | −105−74.5% | Reduced |
| Rachor Investment Advisory Services, LLC | 38 | $1.84K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 38 | $1.84K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 41 | $1.99K | 0.00% | +4+10.8% | Added |
| Strive Financial Group ,LLC | 40 | $2.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 47 | $2.27K | 0.00% | +26+123.8% | Added |
| Hoey Investments, Inc | 50 | $2.42K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 52 | $2.52K | 0.00% | +52 | New |
| Farmers & Merchants Investments Inc | 55 | $2.66K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 59 | $2.86K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 70 | $3.39K | 0.00% | −58−45.3% | Reduced |
| Tradewinds Capital Management, LLC | 75 | $3.63K | 0.00% | +75 | New |
| Bell Investment Advisors, Inc | 123 | $5.96K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 126 | $6.10K | 0.00% | +120+2,000.0% | Added |
| Parkside Financial Bank & Trust | 126 | $6.10K | 0.00% | +3+2.4% | Added |
| Solstein Capital, LLC | 132 | $6.39K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 141 | $6.92K | 0.00% | −694−83.1% | Reduced |
| Keating Financial Advisory Services, Inc. | 146 | $7.07K | 0.00% | +25+20.7% | Added |
| Retirement Wealth Solutions LLC | 163 | $7.89K | 0.00% | −223−57.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 164 | $7.94K | 0.00% | +164 | New |
| Harbour Investments, Inc. | 171 | $8.28K | 0.00% | −450−72.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 192 | $9.29K | 0.00% | +27+16.4% | Added |
| Private Wealth Management Group, LLC | 203 | $9.83K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 216 | $10.5K | 0.00% | +216 | New |
| Massmutual Trust Co FSB | 221 | $10.7K | 0.00% | +23+11.6% | Added |
| Versant Capital Management, Inc | 240 | $11.6K | 0.00% | +142+144.9% | Added |
| WPG Advisers, LLC | 245 | $11.9K | 0.01% | +27+12.4% | Added |
| Bare Financial Services, Inc | 249 | $12.1K | 0.00% | +51+25.8% | Added |
| Rothschild Investment LLC | 269 | $13.0K | 0.00% | −34−11.2% | Reduced |
| Bayforest Capital Ltd | 312 | $15.1K | 0.02% | +312 | New |
| MCF Advisors LLC | 334 | $16.2K | 0.00% | +334 | New |
| US Bancorp | 406 | $19.7K | 0.00% | −59−12.7% | Reduced |
| Kilter Group LLC | 417 | $20.2K | 0.01% | +394+1,713.0% | Added |
| Clear Street Markets LLC | 433 | $21.0K | 0.01% | +433 | New |
| Root Financial Partners, LLC | 434 | $21.0K | 0.00% | +228+110.7% | Added |
| Centerpoint Advisors, LLC | 456 | $22.0K | 0.01% | −255−35.9% | Reduced |
| Smithfield Trust Co | 460 | $22.0K | 0.00% | +380+475.0% | Added |
| Bryn Mawr Trust Co | 500 | $24.2K | 0.00% | +200+66.7% | Added |
| Umb Bank N A | 545 | $26.4K | 0.00% | +34+6.7% | Added |
| Private Trust Co NA | 551 | $26.7K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 552 | $26.7K | 0.00% | +32+6.2% | Added |
| Sterling Capital Management LLC | 572 | $27.7K | 0.00% | +10+1.8% | Added |
| Brown Brothers Harriman & Co | 603 | $29.2K | 0.00% | +423+235.0% | Added |
| Larson Financial Group LLC | 660 | $32.0K | 0.00% | +415+169.4% | Added |
| Parallel Advisors, LLC | 715 | $34.6K | 0.00% | +685+2,283.3% | Added |
| Cornerstone Planning Group LLC | 616 | $36.2K | 0.00% | −52−7.8% | Reduced |
| MAI Capital Management | 753 | $36.5K | 0.00% | +236+45.6% | Added |
| IFP Advisors, Inc | 760 | $36.8K | 0.00% | −121−13.7% | Reduced |
| Essential Partners LLC | 793 | $38.4K | 0.01% | −191−19.4% | Reduced |
| Colonial Trust Co | 847 | $41.0K | 0.01% | +6+0.7% | Added |
| DHJJ Financial Advisors, Ltd. | 940 | $45.5K | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 952 | $46.0K | 0.00% | +405+74.0% | Added |
| Richardson Financial Services Inc. | 957 | $46.3K | 0.03% | +206+27.4% | Added |
| Salomon & Ludwin, LLC | 940 | $48.3K | 0.00% | +308+48.7% | Added |
| Steward Partners Investment Advisory, LLC | 1,016 | $49.2K | 0.00% | +16+1.6% | Added |
| Advisory Services Network, LLC | 1,057 | $51.2K | 0.00% | +1,057 | New |
| Allworth Financial LP | 1,206 | $58.4K | 0.00% | +184+18.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,426 | $69.0K | 0.00% | +359+33.6% | Added |
| Plato Investment Management Ltd | 1,470 | $71.2K | 0.00% | +1,416+2,622.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,500 | $72.6K | 0.01% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 1,546 | $81.4K | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 1,685 | $81.6K | 0.00% | +577+52.1% | Added |
| Jones Financial Companies LLLP | 1,729 | $82.0K | 0.00% | −32−1.8% | Reduced |
| Natixis | 1,921 | $93.0K | 0.00% | −49,009−96.2% | Reduced |
| Aquatic Capital Management LLC | 2,112 | $102.2K | 0.00% | +2,112 | New |
| Sound Income Strategies, LLC | 2,167 | $106.4K | 0.01% | +1,149+112.9% | Added |
| Covestor Ltd | 2,303 | $111.0K | 0.08% | −2,640−53.4% | Reduced |
| Kemnay Advisory Services Inc. | 2,519 | $121.9K | 0.02% | −583−18.8% | Reduced |
| Advisors Asset Management, Inc. | 2,561 | $124.0K | 0.00% | −110−4.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,650 | $128.3K | 0.04% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 2,751 | $133.2K | 0.09% | +2,751 | New |
