| SBI Securities Co., Ltd. | 1 | $81 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $81 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $82 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 2 | $163 | 0.00% | −3−60.0% | Reduced |
| GHP Investment Advisors, Inc. | 2 | $163 | 0.00% | +2 | New |
| Curio Wealth, LLC | 2 | $163 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $163 | 0.00% | +2 | New |
| Gilpin Wealth Management, LLC | 3 | $245 | 0.00% | −1−25.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 3 | $245 | 0.00% | +3 | New |
| HFM Investment Advisors, LLC | 4 | $326 | 0.00% | −1−20.0% | Reduced |
| MV Capital Management, Inc. | 4 | $326 | 0.00% | +4 | New |
| Vermillion Wealth Management, Inc. | 4 | $326 | 0.00% | +4 | New |
| Godfrey Financial Associates, Inc. | 6 | $489 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6 | $489 | 0.00% | +6 | New |
| Breakwater Investment Management | 6 | $489 | 0.00% | +6 | New |
| Cromwell Holdings LLC | 7 | $570 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $570 | 0.00% | +7 | New |
| Sachetta, LLC | 9 | $734 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 10 | $814 | 0.00% | +3+42.9% | Added |
| Arlington Trust Co LLC | 10 | $815 | 0.00% | +10 | New |
| Bartlett & Co. Wealth Management LLC | 11 | $899 | 0.00% | +11 | New |
| UMA Financial Services, Inc. | 12 | $978 | 0.00% | +12 | New |
| Bruce G. Allen Investments, LLC | 15 | $1.22K | 0.00% | −3−16.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $1.22K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 17 | $1.39K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 17 | $1.39K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 18 | $1.47K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 19 | $1.55K | 0.00% | +7+58.3% | Added |
| Sunrise Financial Services, LLC | 20 | $1.63K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 21 | $1.71K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 21 | $1.71K | 0.00% | +21 | New |
| Farmers & Merchants Investments Inc | 24 | $1.96K | 0.00% | −2−7.7% | Reduced |
| High Note Wealth, LLC | 24 | $1.96K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 24 | $1.96K | 0.00% | +11+84.6% | Added |
| JPL Wealth Management, LLC | 24 | $1.96K | 0.00% | +24 | New |
| HM Payson & Co | 27 | $2.20K | 0.00% | −2,000−98.7% | Reduced |
| Sapience Investments, LLC | 30 | $2.44K | 0.32% | +30 | New |
| Albion Financial Group | 41 | $3.34K | 0.00% | +17+70.8% | Added |
| Brown Brothers Harriman & Co | 43 | $3.50K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 44 | $3.59K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 46 | $3.75K | 0.00% | −28−37.8% | Reduced |
| WPG Advisers, LLC | 49 | $3.99K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 50 | $4.07K | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 51 | $4.17K | 0.00% | +5+10.9% | Added |
| Kilter Group LLC | 52 | $4.24K | 0.00% | +44+550.0% | Added |
| Millstone Evans Group, LLC | 54 | $4.40K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 54 | $4.40K | 0.00% | +35+184.2% | Added |
| Bare Financial Services, Inc | 57 | $4.64K | 0.00% | −19−25.0% | Reduced |
| GWM Advisors LLC | 58 | $4.73K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 62 | $5.00K | 0.00% | +57+1,140.0% | Added |
| IFP Advisors, Inc | 63 | $5.13K | 0.00% | +7+12.5% | Added |
| Spire Wealth Management | 64 | $5.21K | 0.00% | +58+966.7% | Added |
| Sound Income Strategies, LLC | 66 | $5.29K | 0.00% | −11−14.3% | Reduced |
| JFS Wealth Advisors, LLC | 69 | $5.62K | 0.00% | −23−25.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 71 | $5.79K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 84 | $6.84K | 0.00% | +84 | New |
| Ancora Advisors, LLC | 90 | $7.33K | 0.00% | −534−85.6% | Reduced |
| Advisory Services Network, LLC | 90 | $7.33K | 0.00% | +90 | New |
| Clearstead Advisors, LLC | 96 | $7.82K | 0.00% | −1,162−92.4% | Reduced |
| Manchester Capital Management LLC | 97 | $7.90K | 0.00% | +5+5.4% | Added |
| Harbour Investments, Inc. | 105 | $8.60K | 0.00% | +105 | New |
| Red Tortoise LLC | 114 | $9.29K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 118 | $9.62K | 0.00% | +91+337.0% | Added |
| Foster Dykema Cabot & Partners, LLC | 131 | $10.7K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 142 | $11.6K | 0.00% | −117−45.2% | Reduced |
| Private Trust Co NA | 154 | $12.5K | 0.00% | +18+13.2% | Added |
| DT Investment Partners, LLC | 156 | $12.7K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 161 | $13.1K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 169 | $13.8K | 0.00% | +169 | New |
| Essential Partners LLC | 175 | $14.3K | 0.00% | −96−35.4% | Reduced |
| Basecamp Wealth Advisors LLC | 185 | $15.1K | 0.00% | +64+52.9% | Added |
| Keating Financial Advisory Services, Inc. | 190 | $15.5K | 0.00% | +23+13.8% | Added |
| Mather Group, LLC. | 202 | $16.4K | 0.00% | +202 | New |
| Massmutual Trust Co FSB | 218 | $17.8K | 0.00% | −28−11.4% | Reduced |
| Peregrine Capital Management LLC | 218 | $17.8K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 229 | $18.7K | 0.00% | −2−0.9% | Reduced |
| True Wealth Design, LLC | 245 | $20.0K | 0.01% | +98+66.7% | Added |
| Smithfield Trust Co | 260 | $21.0K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 294 | $23.8K | 0.00% | −19−6.1% | Reduced |
| Root Financial Partners, LLC | 301 | $24.5K | 0.00% | +80+36.2% | Added |
| Covestor Ltd | 371 | $30.0K | 0.02% | −343−48.0% | Reduced |
| SRS Capital Advisors, Inc. | 430 | $34.7K | 0.00% | +49+12.9% | Added |
| Parallel Advisors, LLC | 447 | $36.4K | 0.00% | +66+17.3% | Added |
| SJS Investment Consulting Inc. | 453 | $36.9K | 0.00% | +34+8.1% | Added |
| Ronald Blue Trust, Inc. | 454 | $37.0K | 0.00% | −143−24.0% | Reduced |
| Larson Financial Group LLC | 454 | $37.0K | 0.00% | +347+324.3% | Added |
| Nomura Asset Management Co Ltd | 470 | $38.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 470 | $38.3K | 0.00% | +30+6.8% | Added |
| Greykasell Wealth Strategies, Inc. | 502 | $40.9K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 639 | $52.0K | 0.00% | +11+1.8% | Added |
| Cary Street Partner Investment Advisory LLC | 653 | $53.2K | 0.01% | +596+1,045.6% | Added |
| Signaturefd, LLC | 661 | $53.9K | 0.00% | +394+147.6% | Added |
| MetLife Investment Management | 704 | $57.4K | 0.00% | −22−3.0% | Reduced |
| Hantz Financial Services, Inc. | 770 | $63.0K | 0.00% | +40+5.5% | Added |
| Huntington National Bank | 789 | $64.3K | 0.00% | +788+78,800.0% | Added |
| Quarry LP | 791 | $64.5K | 0.01% | −257−24.5% | Reduced |
| EverSource Wealth Advisors, LLC | 832 | $67.8K | 0.00% | +66+8.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 850 | $69.3K | 0.00% | +192+29.2% | Added |
| Fifth Third Bancorp | 971 | $79.1K | 0.00% | +89+10.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,005 | $81.9K | 0.01% | +98+10.8% | Added |
