| Hantz Financial Services, Inc. | 5 | $0 | 0.00% | +5 | New |
| Your Advocates Ltd., LLP | 0 | $3 | 0.00% | 0 | Unchanged |
| TFC Financial Management | 1 | $50 | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 2 | $100 | 0.00% | −4,340−100.0% | Reduced |
| Private Wealth Asset Management, LLC | 3 | $150 | 0.00% | +3 | New |
| GoalVest Advisory LLC | 4 | $199 | 0.00% | +4 | New |
| HFM Investment Advisors, LLC | 4 | $200 | 0.00% | +4 | New |
| Bay Harbor Wealth Management, LLC | 5 | $249 | 0.00% | +5 | New |
| Parkworth Wealth Management, Inc. | 6 | $299 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 8 | $399 | 0.00% | −230−96.6% | Reduced |
| Cornerstone Planning Group LLC | 9 | $399 | 0.00% | +9 | New |
| AdvisorNet Financial, Inc | 9 | $449 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 11 | $544 | 0.00% | +11 | New |
| Bare Financial Services, Inc | 11 | $548 | 0.00% | +11 | New |
| Iron Horse Wealth Management, LLC | 12 | $598 | 0.00% | +12 | New |
| WealthTrak Capital Management LLC | 15 | $748 | 0.00% | +10+200.0% | Added |
| Dunhill Financial, LLC | 15 | $768 | 0.00% | −11−42.3% | Reduced |
| Principia Wealth Advisory, LLC | 17 | $777 | 0.00% | −1−5.6% | Reduced |
| CoreCap Advisors, LLC | 16 | $798 | 0.00% | +5+45.5% | Added |
| Legacy Wealth Managment, LLC | 18 | $898 | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 20 | $997 | 0.00% | +20 | New |
| GW&K Investment Management, LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 33 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 21 | $1.05K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 25 | $1.26K | 0.00% | −3−10.7% | Reduced |
| Manchester Capital Management LLC | 27 | $1.35K | 0.00% | +27 | New |
| SJS Investment Consulting Inc. | 28 | $1.40K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 35 | $1.75K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 35 | $1.75K | 0.00% | +35 | New |
| Highline Wealth Partners LLC | 37 | $1.84K | 0.00% | +37 | New |
| Caldwell Sutter Capital, Inc. | 39 | $1.95K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 39 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 59 | $2.00K | 0.00% | +59 | New |
| Sierra Ocean, LLC | 48 | $2.41K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 63 | $3.14K | 0.00% | +63 | New |
| Bruce G. Allen Investments, LLC | 64 | $3.19K | 0.00% | −20−23.8% | Reduced |
| Grove Bank & Trust | 67 | $3.34K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 84 | $4.19K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 85 | $4.21K | 0.00% | +1+1.2% | Added |
| MCF Advisors LLC | 89 | $4.44K | 0.00% | −152−63.1% | Reduced |
| Farmers & Merchants Investments Inc | 92 | $4.59K | 0.00% | +42+84.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 92 | $4.59K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 100 | $4.99K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 120 | $5.32K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 118 | $5.88K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 126 | $6.28K | 0.00% | +15+13.5% | Added |
| JFS Wealth Advisors, LLC | 128 | $6.38K | 0.00% | +7+5.8% | Added |
| Anfield Capital Management, LLC | 134 | $6.68K | 0.00% | −134−50.0% | Reduced |
| SBI Securities Co., Ltd. | 140 | $6.98K | 0.00% | −2−1.4% | Reduced |
| Rosenberg Matthew Hamilton | 144 | $7.18K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 145 | $7.23K | 0.00% | −104−41.8% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 150 | $7.48K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 154 | $7.68K | 0.00% | +154 | New |
| Rogco, LP | 160 | $7.98K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 165 | $8.23K | 0.00% | −4−2.4% | Reduced |
| First Horizon Advisors, Inc. | 179 | $8.93K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 181 | $9.03K | 0.00% | 00.0% | Unchanged |
| South Plains Financial, Inc. | 200 | $9.97K | 0.01% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 208 | $10.4K | 0.00% | +18+9.5% | Added |
| Caitong International Asset Management Co., Ltd | 209 | $10.4K | 0.01% | +209 | New |
| WPG Advisers, LLC | 219 | $10.9K | 0.01% | +166+313.2% | Added |
| MPWM Advisory Solutions, LLC | 228 | $11.4K | 0.01% | +1+0.4% | Added |
| South State Corp. | 250 | $12.5K | 0.00% | +250 | New |
| DT Investment Partners, LLC | 260 | $13.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 267 | $13.0K | 0.00% | +41+18.1% | Added |
| Bryn Mawr Trust Co | 280 | $14.0K | 0.00% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 285 | $14.2K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 301 | $15.0K | 0.00% | −220−42.2% | Reduced |
| MV Capital Management, Inc. | 308 | $15.4K | 0.00% | −3−1.0% | Reduced |
| Covestor Ltd | 312 | $16.0K | 0.01% | −541−63.4% | Reduced |
| Bogart Wealth, LLC | 323 | $16.1K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 335 | $16.7K | 0.01% | +335 | New |
| Hexagon Capital Partners LLC | 351 | $17.5K | 0.00% | +80+29.5% | Added |
| Central Trust Co | 369 | $18.4K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 384 | $19.1K | 0.00% | +367+2,158.8% | Added |
| Wood Tarver Financial Group, LLC | 384 | $19.1K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 395 | $19.7K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 400 | $19.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 445 | $22.2K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 461 | $23.0K | 0.00% | +1+0.2% | Added |
| Cromwell Holdings LLC | 461 | $23.0K | 0.01% | +10+2.2% | Added |
| Curat Global, LLC | 500 | $24.9K | 0.03% | +500 | New |
| Picton Mahoney Asset Management | 493 | $25.0K | 0.00% | +493 | New |
| Trust Co of Vermont | 507 | $25.3K | 0.00% | 00.0% | Unchanged |
| Mechanics Financial Corp | 525 | $26.2K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 550 | $27.4K | 0.00% | +56+11.3% | Added |
| Deseret Mutual Benefit Administrators | 577 | $28.8K | 0.01% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 805 | $34.5K | 0.01% | +7+0.9% | Added |
| Ameriflex Group, Inc. | 705 | $35.2K | 0.01% | +705 | New |
| Quent Capital, LLC | 714 | $35.6K | 0.00% | −63−8.1% | Reduced |
| Point72 Hong Kong Ltd | 725 | $36.1K | 0.00% | +725 | New |
| Storebrand Asset Management AS | 777 | $38.7K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 786 | $39.2K | 0.01% | +33+4.4% | Added |
| New Age Alpha Advisors, LLC | 794 | $39.6K | 0.00% | +794 | New |
| True Wealth Design, LLC | 804 | $40.1K | 0.02% | +786+4,366.7% | Added |
| American Capital Advisory, LLC | 838 | $41.8K | 0.02% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 891 | $44.4K | 0.00% | +7+0.8% | Added |
| Princeton Global Asset Management LLC | 1,000 | $49.9K | 0.01% | +1,000 | New |
| Natixis | 1,022 | $50.3K | 0.00% | −864−45.8% | Reduced |
