| Measured Wealth Private Client Group, LLC | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 2 | $172 | 0.00% | +1+100.0% | Added |
| Kilter Group LLC | 3 | $258 | 0.00% | +3 | New |
| Trust Co | 7 | $601 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $773 | 0.00% | +9 | New |
| NBT Bank N A | 10 | $858 | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 10 | $858 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 11 | $944 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 7 | $1.00K | 0.00% | +5+250.0% | Added |
| Transamerica Financial Advisors, Inc. | 12 | $1.03K | 0.00% | +12 | New |
| Keating Financial Advisory Services, Inc. | 13 | $1.11K | 0.00% | +8+160.0% | Added |
| Stance Capital LLC | 14 | $1.20K | 0.00% | +14 | New |
| Silver Grove Financial Group, Inc. | 14 | $1.20K | 0.00% | +14 | New |
| North Star Investment Management Corp. | 15 | $1.29K | 0.00% | 00.0% | Unchanged |
| Synergy Investment Management, LLC | 15 | $1.29K | 0.00% | 00.0% | Unchanged |
| Fairway Wealth LLC | 15 | $1.29K | 0.00% | +15 | New |
| Rialto Wealth Management, LLC | 15 | $1.29K | 0.00% | +15 | New |
| PlanVest Financial, Inc | 20 | $1.72K | 0.00% | 00.0% | Unchanged |
| NBH Bank | 21 | $1.80K | 0.00% | +21 | New |
| Gill Capital Partners, LLC | 22 | $1.89K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 25 | $2.15K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 25 | $2.15K | 0.00% | 00.0% | Unchanged |
| Globeflex Capital L P | 26 | $2.23K | 0.00% | +26 | New |
| Umb Bank N A | 31 | $2.66K | 0.00% | −79−71.8% | Reduced |
| Toth Financial Advisory Corp | 35 | $3.00K | 0.00% | +35 | New |
| Bare Financial Services, Inc | 36 | $3.09K | 0.00% | +15+71.4% | Added |
| Parkside Financial Bank & Trust | 40 | $3.43K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 40 | $3.43K | 0.00% | +40 | New |
| SJS Investment Consulting Inc. | 41 | $3.52K | 0.00% | +2+5.1% | Added |
| Colonial Trust Co | 53 | $3.55K | 0.00% | −27−33.8% | Reduced |
| Massmutual Trust Co FSB | 43 | $3.69K | 0.00% | −18−29.5% | Reduced |
| Quarry LP | 44 | $3.77K | 0.00% | +44 | New |
| WPG Advisers, LLC | 45 | $3.86K | 0.00% | +45 | New |
| Avion Wealth | 50 | $4.00K | 0.00% | +6+13.6% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 47 | $4.03K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 50 | $4.14K | 0.00% | +50 | New |
| Ancora Advisors, LLC | 49 | $4.20K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 50 | $4.29K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 52 | $4.46K | 0.00% | +52 | New |
| Chapman Financial Group, LLC | 65 | $5.58K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 70 | $6.01K | 0.00% | +70 | New |
| True Wealth Design, LLC | 73 | $6.26K | 0.00% | −41−36.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 75 | $6.43K | 0.00% | −25−25.0% | Reduced |
| Albion Financial Group | 75 | $6.43K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 85 | $7.29K | 0.00% | +85 | New |
| Smartleaf Asset Management LLC | 120 | $8.04K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 100 | $8.58K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 103 | $8.84K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 115 | $9.87K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 123 | $10.6K | 0.00% | −48−28.1% | Reduced |
| Strive Financial Group ,LLC | 128 | $11.0K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 135 | $11.6K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 147 | $12.6K | 0.00% | −22−13.0% | Reduced |
| Sterling Capital Management LLC | 150 | $12.9K | 0.00% | −118−44.0% | Reduced |
| Owl Creek Wealth Partners LLC | 155 | $13.3K | 0.00% | +55+55.0% | Added |
| Versant Capital Management, Inc | 174 | $14.9K | 0.00% | −31−15.1% | Reduced |
| GWM Advisors LLC | 200 | $17.2K | 0.00% | +140+233.3% | Added |
| Steward Partners Investment Advisory, LLC | 225 | $19.3K | 0.00% | +50+28.6% | Added |
| Essential Partners LLC | 252 | $21.6K | 0.01% | −229−47.6% | Reduced |
| Ronald Blue Trust, Inc. | 275 | $23.6K | 0.00% | −3−1.1% | Reduced |
| JPL Wealth Management, LLC | 275 | $23.6K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 275 | $23.6K | 0.00% | +275 | New |
| Clearstead Advisors, LLC | 307 | $26.3K | 0.00% | +307 | New |
| Global X Japan Co., Ltd. | 313 | $26.9K | 0.00% | +84+36.7% | Added |
| GAMMA Investing LLC | 339 | $29.1K | 0.00% | −17−4.8% | Reduced |
| Spire Wealth Management | 350 | $30.0K | 0.00% | +340+3,400.0% | Added |
| Kemnay Advisory Services Inc. | 365 | $31.3K | 0.00% | +29+8.6% | Added |
| AdvisorNet Financial, Inc | 370 | $31.7K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 373 | $32.0K | 0.00% | +373 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 400 | $34.3K | 0.01% | +400 | New |
| Federation des caisses Desjardins du Quebec | 460 | $39.5K | 0.00% | −3−0.6% | Reduced |
| Signaturefd, LLC | 465 | $39.9K | 0.00% | −76−14.0% | Reduced |
| The PNC Financial Services Group, Inc. | 499 | $42.8K | 0.00% | −46−8.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 522 | $44.8K | 0.00% | +522 | New |
| Cullen/Frost Bankers, Inc. | 540 | $46.3K | 0.00% | +540 | New |
| Nisa Investment Advisors, LLC | 547 | $46.9K | 0.00% | +68+14.2% | Added |
| Ofi Invest Asset Management | 634 | $47.6K | 0.00% | −11,340−94.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 585 | $50.2K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 619 | $53.1K | 0.02% | +619 | New |
| EverSource Wealth Advisors, LLC | 690 | $59.2K | 0.00% | +22+3.3% | Added |
| IFP Advisors, Inc | 731 | $62.7K | 0.00% | +302+70.4% | Added |
| US Bancorp | 733 | $62.9K | 0.00% | −87−10.6% | Reduced |
| DekaBank Deutsche Girozentrale | 1,266 | $63.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 750 | $64.3K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 787 | $67.5K | 0.01% | +787 | New |
| Rothschild Investment LLC | 818 | $70.2K | 0.00% | +13+1.6% | Added |
| SBI Securities Co., Ltd. | 880 | $75.5K | 0.00% | +310+54.4% | Added |
| Central Pacific Bank - Trust Division | 1,000 | $85.8K | 0.01% | +1,000 | New |
| Johnson Financial Group, Inc. | 1,018 | $87.3K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,307 | $112.1K | 0.00% | +1,058+424.9% | Added |
| Allworth Financial LP | 1,482 | $127.2K | 0.00% | −496−25.1% | Reduced |
| CoreCap Advisors, LLC | 1,616 | $138.7K | 0.00% | +1,616 | New |
| UBS Asset Management Americas Inc | 1,887 | $161.9K | 0.00% | −81,217−97.7% | Reduced |
| Advisors Asset Management, Inc. | 1,911 | $164.0K | 0.00% | −57−2.9% | Reduced |
| State of Alaska, Department of Revenue | 1,968 | $168.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,002 | $170.3K | 0.00% | +1,120+127.0% | Added |
| Ensign Peak Advisors, Inc | 2,340 | $200.8K | 0.00% | −300−11.4% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 2,349 | $202.0K | 0.00% | +2,349 | New |
| Resources Investment Advisors, LLC. | 2,421 | $207.7K | 0.00% | +2,421 | New |
| Centiva Capital, LP | 2,500 | $214.5K | 0.01% | +2,500 | New |
