| Capital Advisors, Ltd. LLC | 3 | $0 | 0.00% | +3 | New |
| WealthCollab, LLC | 2 | $167 | 0.00% | +2 | New |
| Abich Financial Wealth Management LLC | 4 | $333 | 0.00% | +4 | New |
| Cornerstone Planning Group LLC | 5 | $336 | 0.00% | +5 | New |
| Larson Financial Group LLC | 5 | $416 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $832 | 0.00% | −167,020−100.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 10 | $832 | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 10 | $833 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 10 | $833 | 0.00% | +4+66.7% | Added |
| True Wealth Design, LLC | 12 | $999 | 0.00% | +5+71.4% | Added |
| Zions Bancorporation, N.A. | 13 | $1.08K | 0.00% | +13 | New |
| AdvisorNet Financial, Inc | 15 | $1.25K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 15 | $1.25K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 18 | $1.50K | 0.00% | +18 | New |
| First Pacific Financial | 18 | $1.50K | 0.00% | +18 | New |
| Toth Financial Advisory Corp | 20 | $1.67K | 0.00% | +20 | New |
| Sachetta, LLC | 23 | $1.71K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 23 | $1.92K | 0.00% | +5+27.8% | Added |
| SJS Investment Consulting Inc. | 25 | $2.08K | 0.00% | +4+19.0% | Added |
| CVA Family Office, LLC | 25 | $2.08K | 0.00% | +25 | New |
| Valley National Advisers Inc | 40 | $3.00K | 0.00% | −5−11.1% | Reduced |
| Prestige Wealth Management Group LLC | 38 | $3.16K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 55 | $4.58K | 0.00% | +20+57.1% | Added |
| Ridgewood Investments LLC | 60 | $4.99K | 0.00% | +60 | New |
| Macroview Investment Management LLC | 61 | $5.08K | 0.01% | −106−63.5% | Reduced |
| Washington Trust Advisors, Inc. | 63 | $5.21K | 0.00% | +38+152.0% | Added |
| TFC Financial Management | 68 | $5.66K | 0.00% | +68 | New |
| Northwestern Mutual Wealth Management Co | 72 | $5.99K | 0.00% | +45+166.7% | Added |
| JFS Wealth Advisors, LLC | 73 | $6.08K | 0.00% | +13+21.7% | Added |
| Geneos Wealth Management Inc. | 75 | $6.24K | 0.00% | +75 | New |
| Central Trust Co | 78 | $6.49K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 82 | $6.82K | 0.00% | +82 | New |
| Harbor Investment Advisory, LLC | 95 | $7.91K | 0.00% | +57+150.0% | Added |
| TSFG, LLC | 100 | $8.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 97 | $8.07K | 0.00% | +74+321.7% | Added |
| Fortitude Family Office, LLC | 104 | $8.65K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 110 | $9.15K | 0.00% | +110 | New |
| Harbour Investments, Inc. | 112 | $9.32K | 0.00% | +27+31.8% | Added |
| Frazier Financial Advisors, LLC | 114 | $9.49K | 0.01% | +114 | New |
| Lynx Investment Advisory | 125 | $10.4K | 0.01% | +125 | New |
| Cape Investment Advisory, Inc. | 136 | $11.3K | 0.01% | +136 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 135 | $11.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 145 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 146 | $12.2K | 0.01% | +45+44.6% | Added |
| Sandy Spring Bank | 172 | $14.3K | 0.00% | +54+45.8% | Added |
| Mather Group, LLC. | 232 | $16.1K | 0.00% | +73+45.9% | Added |
| HM Payson & Co | 200 | $16.6K | 0.00% | +200 | New |
| Matrix Trust Co | 219 | $18.0K | 0.00% | +219 | New |
| Crewe Advisors LLC | 231 | $19.2K | 0.00% | −120−34.2% | Reduced |
| Great Lakes Retirement, Inc. | 248 | $20.6K | 0.00% | +248 | New |
| Versant Capital Management, Inc | 267 | $22.2K | 0.01% | +114+74.5% | Added |
| Continuum Advisory, LLC | 275 | $22.9K | 0.00% | +86+45.5% | Added |
| Wolff Wiese Magana LLC | 283 | $23.6K | 0.02% | +33+13.2% | Added |
| Tucker Asset Management LLC | 284 | $23.6K | 0.01% | −281−49.7% | Reduced |
| Bell Investment Advisors, Inc | 298 | $24.8K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $25.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 359 | $29.9K | 0.00% | +359 | New |
| Parkside Financial Bank & Trust | 378 | $31.5K | 0.00% | +175+86.2% | Added |
| Quest Partners LLC | 398 | $33.1K | 0.00% | +398 | New |
| Oliver Lagore Vanvalin Investment Group | 404 | $33.6K | 0.01% | +404 | New |
| Farther Finance Advisors, LLC | 407 | $34.5K | 0.00% | +20+5.2% | Added |
| Private Trust Co NA | 422 | $35.1K | 0.00% | +422 | New |
| Global Retirement Partners, LLC | 434 | $36.1K | 0.00% | +116+36.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 447 | $37.2K | 0.01% | +447 | New |
| Huntington National Bank | 448 | $37.3K | 0.00% | +231+106.5% | Added |
| CIBC Private Wealth Group, LLC | 457 | $38.9K | 0.00% | −9−1.9% | Reduced |
| Quadrant Capital Group LLC | 491 | $40.9K | 0.00% | −22−4.3% | Reduced |
| Atlas Capital Advisors LLC | 498 | $41.4K | 0.01% | −57−10.3% | Reduced |
| Clear Street Markets LLC | 500 | $42.0K | 0.02% | +500 | New |
| Coppell Advisory Solutions LLC | 509 | $42.4K | 0.01% | +509 | New |
| Quarry LP | 523 | $43.5K | 0.02% | −380−42.1% | Reduced |
| EverSource Wealth Advisors, LLC | 571 | $44.0K | 0.00% | +50+9.6% | Added |
| ORG Partners LLC | 532 | $45.1K | 0.01% | −92−14.7% | Reduced |
| Covestor Ltd | 548 | $46.0K | 0.03% | +37+7.2% | Added |
| Umb Bank N A | 560 | $46.6K | 0.00% | +560 | New |
| Colonial Trust Co | 560 | $46.6K | 0.01% | +560 | New |
| Quent Capital, LLC | 567 | $47.2K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 575 | $47.8K | 0.01% | +437+316.7% | Added |
| MV Capital Management, Inc. | 598 | $49.8K | 0.01% | +598 | New |
| Opal Wealth Advisors, LLC | 605 | $50.3K | 0.02% | +605 | New |
| FinTrust Capital Advisors, LLC | 667 | $55.5K | 0.01% | −5,143−88.5% | Reduced |
| Allworth Financial LP | 897 | $73.4K | 0.00% | +79+9.7% | Added |
| Ostrum Asset Management | 958 | $79.7K | 0.01% | −75−7.3% | Reduced |
| National Bank of Canada | 964 | $81.8K | 0.00% | +420+77.2% | Added |
| Boit C F David | 1,000 | $83.2K | 0.04% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 1,006 | $83.7K | 0.06% | +1,006 | New |
| SRS Capital Advisors, Inc. | 1,040 | $86.5K | 0.01% | +1,040 | New |
| Hollencrest Capital Management | 1,200 | $99.9K | 0.00% | +1,200 | New |
| nVerses Capital, LLC | 1,300 | $108.2K | 0.06% | +800+160.0% | Added |
| Lindbrook Capital, LLC | 1,469 | $122.3K | 0.01% | +101+7.4% | Added |
| Steward Partners Investment Advisory, LLC | 1,482 | $123.3K | 0.00% | +781+111.4% | Added |
| Benjamin F. Edwards & Company, Inc. | 1,529 | $127.0K | 0.00% | +715+87.8% | Added |
| GAMMA Investing LLC | 1,539 | $128.1K | 0.02% | +254+19.8% | Added |
| CoreCap Advisors, LLC | 1,619 | $134.7K | 0.01% | −485−23.1% | Reduced |
| United Community Bank | 1,645 | $136.9K | 0.06% | +1,645 | New |
| Parallel Advisors, LLC | 1,783 | $148.4K | 0.00% | +171+10.6% | Added |
| First Horizon Advisors, Inc. | 1,799 | $149.7K | 0.00% | +1,799 | New |
| Sunbelt Securities, Inc. | 2,081 | $173.2K | 0.02% | −22−1.0% | Reduced |
| Cullen/Frost Bankers, Inc. | 2,205 | $183.5K | 0.00% | +205+10.3% | Added |
| Emerald Advisers, LLC | 2,241 | $186.5K | 0.01% | +2,241 | New |