| BerganKDV Wealth Management, LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 3 | $1.00K | 0.00% | +3 | New |
| Sargent Bickham Lagudis LLC | 4 | $1.00K | 0.00% | +4 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 6 | $1.93K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 6 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 7 | $2.00K | 0.00% | 00.0% | Unchanged |
| Newton One Investments LLC | 5 | $2.00K | 0.00% | 00.0% | Unchanged |
| Clearview Wealth Advisors LLC | 7 | $2.00K | 0.00% | +7 | New |
| Schubert & Co | 5 | $2.00K | 0.00% | +5 | New |
| Henrickson Nauta Wealth Advisors, Inc. | 8 | $2.00K | 0.00% | +8 | New |
| Lake Point Wealth Management | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $3.00K | 0.00% | +10 | New |
| TD Waterhouse Canada Inc. | 12 | $3.38K | 0.00% | +12 | New |
| Raffa Wealth Management, LLC | 12 | $3.86K | 0.00% | −5−29.4% | Reduced |
| Eagle Bay Advisors LLC | 12 | $4.00K | 0.00% | −12−50.0% | Reduced |
| Larson Financial Group LLC | 12 | $4.00K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 13 | $4.00K | 0.00% | +13 | New |
| Paragon Capital Management Ltd | 12 | $4.00K | 0.00% | +12 | New |
| Beaird Harris Wealth Management, LLC | 12 | $4.00K | 0.00% | +12 | New |
| Kistler-Tiffany Companies, LLC | 15 | $5.00K | 0.00% | +1+7.1% | Added |
| HBC Financial Services, PLLC | 17 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 15 | $5.00K | 0.00% | +1+7.1% | Added |
| Zions Bancorporation, N.A. | 16 | $5.00K | 0.00% | +10+166.7% | Added |
| Mizuho Securities Co. Ltd. | 17 | $5.00K | 0.00% | +17 | New |
| Standard Family Office LLC | 23 | $7.00K | 0.06% | +23 | New |
| BDO Wealth Advisors, LLC | 25 | $8.00K | 0.00% | −25−50.0% | Reduced |
| Econ Financial Services Corp | 24 | $8.00K | 0.01% | +24 | New |
| William Allan, LLC | 25 | $8.00K | 0.01% | +25 | New |
| Tarbox Family Office, Inc. | 27 | $9.00K | 0.00% | −100−78.7% | Reduced |
| AdvisorNet Financial, Inc | 29 | $9.00K | 0.00% | −35−54.7% | Reduced |
| Tilia Fiduciary Partners, Inc. | 28 | $9.00K | 0.01% | +28 | New |
| McDonald Partners LLC | 30 | $9.64K | 0.01% | +30 | New |
| Absolute Capital Management, LLC | 30 | $9.64K | 0.01% | +30 | New |
| Moser Wealth Advisors, LLC | 30 | $10.0K | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 30 | $10.0K | 0.00% | +30 | New |
| Advanced Research Investment Solutions, LLC | 35 | $11.0K | 0.00% | +35 | New |
| Rocky Mountain Advisers, LLC | 37 | $12.0K | 0.01% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 37 | $12.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 36 | $12.0K | 0.00% | +2+5.9% | Added |
| Manchester Capital Management LLC | 40 | $13.0K | 0.00% | −40−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 43 | $13.0K | 0.00% | +3+7.5% | Added |
| HighMark Wealth Management LLC | 42 | $13.0K | 0.01% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 40 | $13.0K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $13.0K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 42 | $13.0K | 0.00% | +13+44.8% | Added |
| Clearstead Advisors, LLC | 41 | $13.0K | 0.00% | +26+173.3% | Added |
| Mach-1 Financial Group, Inc. | 41 | $13.0K | 0.01% | +41 | New |
| Byrne Asset Management LLC | 40 | $13.0K | 0.01% | +40 | New |
| Wagner Wealth Management, LLC | 45 | $14.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 44 | $14.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 43 | $14.0K | 0.00% | +1+2.4% | Added |
| Retirement Planning Co of New England, Inc. | 47 | $15.0K | 0.01% | +47 | New |
| Highlander Capital Management, LLC | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $16.0K | 0.01% | 00.0% | Unchanged |
| Arlington Partners LLC | 49 | $16.0K | 0.00% | +49 | New |
| Key Financial Inc | 54 | $17.0K | 0.01% | 00.0% | Unchanged |
| Strategic Asset Management, LLC | 55 | $18.0K | 0.03% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 55 | $18.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 57 | $18.0K | 0.00% | +57 | New |
| SRS Capital Advisors, Inc. | 60 | $19.0K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 59 | $19.0K | 0.01% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 59 | $19.0K | 0.02% | +15+34.1% | Added |
| Masso Torrence Wealth Management Inc. | 59 | $19.0K | 0.01% | +59 | New |
| Parkside Financial Bank & Trust | 65 | $21.0K | 0.01% | −53−44.9% | Reduced |
| Cornerstone Advisory, LLC | 65 | $21.0K | 0.00% | +65 | New |
| Stonebridge Capital Advisors LLC | 68 | $22.0K | 0.00% | +8+13.3% | Added |
| Rise Advisors, LLC | 70 | $22.5K | 0.02% | +70 | New |
| Outfitter Financial LLC | 75 | $24.0K | 0.02% | +75 | New |
| Montag A & Associates Inc | 92 | $30.0K | 0.00% | +22+31.4% | Added |
| Glassman Wealth Services | 98 | $31.0K | 0.01% | +9+10.1% | Added |
| Mascoma Wealth Management LLC | 97 | $31.0K | 0.01% | +97 | New |
| Delta Asset Management LLC | 100 | $32.0K | 0.00% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 102 | $33.0K | 0.01% | +102 | New |
| Creative Financial Designs Inc | 105 | $34.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 105 | $34.0K | 0.00% | +55+110.0% | Added |
| Reilly Financial Advisors, LLC | 110 | $35.0K | 0.00% | 00.0% | Unchanged |
| Edmond de Rothschild Holding S.A. | 110 | $35.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 111 | $36.0K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 112 | $36.0K | 0.01% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 113 | $36.0K | 0.00% | +8+7.6% | Added |
| Proequities, Inc. | 125 | $40.0K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 124 | $40.0K | 0.01% | +24+24.0% | Added |
| Total Clarity Wealth Management, Inc. | 136 | $44.0K | 0.02% | −67−33.0% | Reduced |
| Quent Capital, LLC | 137 | $44.0K | 0.01% | +137 | New |
| State of Wyoming | 150 | $48.0K | 0.02% | −36−19.4% | Reduced |
| Ahrens Investment Partners LLC | 150 | $48.0K | 0.02% | +150 | New |
| Glen Eagle Advisors, LLC | 150 | $48.2K | 0.01% | +55+57.9% | Added |
| Carmichael Hill & Associates, Inc. | 160 | $51.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 158 | $51.0K | 0.01% | +5+3.3% | Added |
| Central Trust Co | 164 | $53.0K | 0.00% | +164 | New |
| Allworth Financial LP | 175 | $56.0K | 0.00% | +27+18.2% | Added |
| Carroll Financial Associates, Inc. | 189 | $62.0K | 0.00% | −539−74.0% | Reduced |
| CKW Financial Group | 225 | $70.0K | 0.01% | 00.0% | Unchanged |
| RPg Family Wealth Advisory, LLC | 240 | $77.1K | 0.03% | −360−60.0% | Reduced |
| KB Financial Partners, LLC | 242 | $78.0K | 0.02% | +242 | New |
| Concord Wealth Partners | 248 | $80.0K | 0.02% | +172+226.3% | Added |
| EverSource Wealth Advisors, LLC | 250 | $80.0K | 0.02% | +250 | New |