| E Fund Management (Hong Kong) Co., Ltd. | 1 | $0 | 0.00% | +1 | New |
| Dogwood Wealth Management LLC | 0 | $7 | 0.00% | 0 | Unchanged |
| Hilltop National Bank | 1 | $247 | 0.00% | −298−99.7% | Reduced |
| WestEnd Advisors, LLC | 1 | $247 | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 1 | $247 | 0.00% | +1 | New |
| Glass Jacobson Investment Advisors llc | 1 | $248 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 2 | $495 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 2 | $495 | 0.00% | +2 | New |
| Lynx Investment Advisory | 2 | $495 | 0.00% | +2 | New |
| New Millennium Group LLC | 3 | $742 | 0.00% | −3,810−99.9% | Reduced |
| Ruedi Wealth Management, Inc. | 3 | $742 | 0.00% | +3 | New |
| Delos Wealth Advisors, LLC | 3 | $743 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4 | $990 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 4 | $990 | 0.00% | +2+100.0% | Added |
| Horizon Financial Services, LLC | 5 | $1.24K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 5 | $1.24K | 0.00% | +5 | New |
| Richardson Financial Services Inc. | 6 | $1.49K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 7 | $1.73K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 7 | $1.73K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 7 | $1.73K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 7 | $1.73K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $1.73K | 0.00% | +1+16.7% | Added |
| True Wealth Design, LLC | 7 | $1.73K | 0.00% | +2+40.0% | Added |
| Salomon & Ludwin, LLC | 8 | $1.86K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 8 | $1.98K | 0.00% | 00.0% | Unchanged |
| Sanctuary Wealth Management, L.L.C. | 8 | $1.98K | 0.00% | +8 | New |
| Tucker Asset Management LLC | 8 | $1.98K | 0.00% | +8 | New |
| Hazlett, Burt & Watson, Inc. | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 9 | $2.23K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 9 | $2.23K | 0.00% | +9 | New |
| Atwood & Palmer Inc | 9 | $2.23K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 9 | $2.23K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 9 | $2.23K | 0.00% | 00.0% | Unchanged |
| DAGCO, Inc. | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 10 | $2.48K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 11 | $2.70K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 11 | $2.72K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 11 | $2.74K | 0.00% | +11 | New |
| Ridgewood Investments LLC | 12 | $2.89K | 0.00% | +12 | New |
| Tortoise Investment Management, LLC | 12 | $2.97K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 12 | $2.97K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 12 | $2.97K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 12 | $2.97K | 0.00% | +3+33.3% | Added |
| ZRC Wealth Management, LLC | 14 | $3.48K | 0.00% | +14 | Added |
| Hollencrest Capital Management | 15 | $3.71K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 15 | $3.71K | 0.00% | +15 | New |
| Caldwell Sutter Capital, Inc. | 17 | $4.21K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 17 | $4.21K | 0.00% | +3+21.4% | Added |
| Pacific Capital Wealth Advisors, Inc | 18 | $4.45K | 0.00% | +18 | New |
| Carolinas Wealth Consulting LLC | 20 | $4.81K | 0.00% | −28−58.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 20 | $4.95K | 0.00% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 20 | $4.95K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 20 | $4.95K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 20 | $4.95K | 0.00% | +20 | New |
| Robinswood Financial LLC | 20 | $4.95K | 0.00% | +20 | New |
| Capital Analysts, LLC | 21 | $5.00K | 0.00% | +21 | New |
| Fortitude Family Office, LLC | 23 | $5.69K | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 24 | $5.94K | 0.00% | −1,585−98.5% | Reduced |
| First United Bank Trust | 24 | $5.94K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 27 | $6.00K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 25 | $6.19K | 0.00% | −26−51.0% | Reduced |
| Rakuten Securities, Inc. | 26 | $6.43K | 0.00% | −86−76.8% | Reduced |
| Gradient Investments LLC | 26 | $6.43K | 0.00% | +18+225.0% | Added |
| Ancora Advisors, LLC | 27 | $6.68K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 28 | $6.93K | 0.00% | +19+211.1% | Added |
| Clear Street Markets LLC | 29 | $7.00K | 0.00% | +29 | New |
| Plante Moran Financial Advisors, LLC | 29 | $7.18K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 29 | $7.18K | 0.00% | +2+7.4% | Added |
| State of Wyoming | 29 | $7.18K | 0.00% | +8+38.1% | Added |
| Cassady Schiller Wealth Management, LLC | 30 | $7.42K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 31 | $7.67K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 31 | $7.67K | 0.00% | −137−81.5% | Reduced |
| Fairway Wealth LLC | 32 | $7.92K | 0.00% | +32 | New |
| Great Lakes Retirement, Inc. | 35 | $8.66K | 0.00% | −6,073−99.4% | Reduced |
| CNB Bank | 35 | $8.66K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 35 | $8.66K | 0.01% | 00.0% | Unchanged |
| RFP Financial Group LLC | 36 | $8.91K | 0.00% | −4−10.0% | Reduced |
| JJJ Advisors Inc. | 36 | $8.91K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 40 | $9.03K | 0.00% | +4+11.1% | Added |
| Prestige Wealth Management Group LLC | 37 | $9.16K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 38 | $9.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 38 | $9.40K | 0.00% | −1−2.6% | Reduced |
| Legacy Bridge, LLC | 38 | $9.40K | 0.01% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 39 | $9.65K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 47 | $11.6K | 0.00% | +47 | New |
| FinTrust Capital Advisors, LLC | 47 | $11.6K | 0.00% | +19+67.9% | Added |
| Creative Capital Management Investments LLC | 48 | $11.9K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 49 | $12.2K | 0.00% | −14−22.2% | Reduced |
| Adirondack Trust Co | 50 | $12.4K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 50 | $12.4K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 50 | $12.4K | 0.01% | +50 | New |
| Cherry Tree Wealth Management, LLC | 53 | $13.1K | 0.00% | +53 | New |
| Avion Wealth | 59 | $14.0K | 0.00% | +39+195.0% | Added |
| Valued Wealth Advisors LLC | 57 | $14.1K | 0.01% | +6+11.8% | Added |
| Estabrook Capital Management | 59 | $14.6K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 63 | $15.0K | 0.00% | +63 | New |
| Salem Investment Counselors Inc | 61 | $15.1K | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 62 | $15.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 63 | $16.0K | 0.00% | +48+320.0% | Added |
| BNP Paribas | 65 | $16.1K | 0.00% | −82−55.8% | Reduced |