| Kayne Anderson Rudnick Investment Management LLC | 1 | $110 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $111 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 1 | $111 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $128 | 0.00% | +1 | New |
| Beaird Harris Wealth Management, LLC | 3 | $331 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 3 | $331 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 3 | $331 | 0.00% | +3 | New |
| Central Trust Co | 4 | $441 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4 | $441 | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 4 | $441 | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 5 | $551 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $551 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 6 | $661 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $661 | 0.00% | +1+20.0% | Added |
| Signature Equity Partners, LLC | 7 | $771 | 0.00% | +7 | New |
| Optima Capital LLC | 8 | $881 | 0.00% | +8 | New |
| SHP Wealth Management | 9 | $992 | 0.00% | +9 | New |
| Ares Financial Consulting, LLC | 9 | $992 | 0.00% | +9 | New |
| CX Institutional | 6 | $1.00K | 0.00% | −7−53.8% | Reduced |
| Medallion Wealth Advisors, LLC | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 11 | $1.21K | 0.00% | +11 | New |
| Harbor Investment Advisory, LLC | 11 | $1.21K | 0.00% | +11 | New |
| Elevated Capital Advisors, LLC | 12 | $1.32K | 0.00% | +12 | New |
| First Command Advisory Services, Inc. | 13 | $1.43K | 0.00% | +13 | New |
| NBC Securities, Inc. | 14 | $1.54K | 0.00% | +14 | New |
| DiNuzzo Private Wealth, Inc. | 14 | $1.54K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 17 | $1.87K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 17 | $1.87K | 0.00% | +14+466.7% | Added |
| SJS Investment Consulting Inc. | 18 | $1.98K | 0.00% | +11+157.1% | Added |
| Ogorek Anthony Joseph | 21 | $2.00K | 0.00% | −29−58.0% | Reduced |
| MPWM Advisory Solutions, LLC | 19 | $2.09K | 0.00% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 20 | $2.20K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 23 | $2.53K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 22 | $2.60K | 0.00% | +22 | New |
| Bruce G. Allen Investments, LLC | 24 | $2.64K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 26 | $2.86K | 0.00% | +26 | New |
| PFS Partners, LLC | 26 | $2.87K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 27 | $3.05K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 30 | $3.31K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 32 | $3.52K | 0.00% | −20−38.5% | Reduced |
| Bravera Wealth | 32 | $3.53K | 0.00% | +32 | New |
| Retirement Wealth Solutions LLC | 33 | $3.64K | 0.00% | −6−15.4% | Reduced |
| First Horizon Corp | 33 | $3.64K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 34 | $3.75K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 36 | $3.97K | 0.00% | +23+176.9% | Added |
| Rossby Financial, LCC | 38 | $4.19K | 0.00% | +38 | New |
| Hoey Investments, Inc | 39 | $4.30K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 41 | $4.52K | 0.00% | −52−55.9% | Reduced |
| JFS Wealth Advisors, LLC | 43 | $4.74K | 0.00% | +8+22.9% | Added |
| Keating Financial Advisory Services, Inc. | 43 | $4.74K | 0.00% | +43 | New |
| Elyxium Wealth, LLC | 44 | $4.85K | 0.00% | +44 | New |
| Ameriflex Group, Inc. | 45 | $4.96K | 0.00% | −45−50.0% | Reduced |
| Cornerstone Planning Group LLC | 40 | $5.14K | 0.00% | −1−2.4% | Reduced |
| Farmers & Merchants Investments Inc | 47 | $5.18K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 49 | $5.40K | 0.00% | +49 | New |
| GW&K Investment Management, LLC | 55 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 55 | $6.06K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 57 | $6.28K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 62 | $6.83K | 0.00% | −1−1.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 64 | $7.05K | 0.00% | +64 | New |
| Cetera Trust Company, N.A | 66 | $7.27K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 70 | $8.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 75 | $8.26K | 0.00% | −41−35.3% | Reduced |
| Private Wealth Management Group, LLC | 83 | $9.14K | 0.00% | +15+22.1% | Added |
| Cullen/Frost Bankers, Inc. | 88 | $9.70K | 0.00% | +88 | New |
| Matrix Trust Co | 95 | $10.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 92 | $10.1K | 0.00% | +1+1.1% | Added |
| CIBC Private Wealth Group, LLC | 94 | $10.4K | 0.00% | +56+147.4% | Added |
| SBI Securities Co., Ltd. | 106 | $11.7K | 0.00% | +5+5.0% | Added |
| ZRC Wealth Management, LLC | 106 | $11.7K | 0.00% | +106 | New |
| Bell Investment Advisors, Inc | 117 | $12.9K | 0.00% | −5−4.1% | Reduced |
| TD Waterhouse Canada Inc. | 142 | $15.7K | 0.00% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 142 | $16.0K | 0.00% | +142 | New |
| Basecamp Wealth Advisors LLC | 170 | $18.7K | 0.00% | +170 | New |
| Golden State Wealth Management, LLC | 179 | $19.7K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 186 | $21.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $22.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 203 | $22.4K | 0.00% | −15−6.9% | Reduced |
| Park Place Capital Corp | 208 | $22.9K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 207 | $23.4K | 0.00% | +207 | New |
| BOK Financial Private Wealth, Inc. | 220 | $24.2K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 222 | $24.5K | 0.00% | +222 | New |
| Massmutual Trust Co FSB | 226 | $24.9K | 0.00% | +67+42.1% | Added |
| Transamerica Financial Advisors, Inc. | 246 | $27.1K | 0.00% | +246 | New |
| Northwestern Mutual Wealth Management Co | 248 | $27.3K | 0.00% | +131+112.0% | Added |
| Brown Brothers Harriman & Co | 269 | $29.6K | 0.00% | −3−1.1% | Reduced |
| Smartleaf Asset Management LLC | 265 | $29.9K | 0.00% | −72−21.4% | Reduced |
| Deseret Mutual Benefit Administrators | 295 | $32.5K | 0.01% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 295 | $32.5K | 0.00% | +295 | New |
| Operose Advisors LLC | 300 | $33.1K | 0.01% | 00.0% | Unchanged |
| DV Trading LLC | 300 | $33.1K | 0.00% | +300 | New |
| Kozak & Associates, Inc. | 289 | $33.2K | 0.01% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 332 | $36.6K | 0.00% | +332 | New |
| True Wealth Design, LLC | 336 | $37.0K | 0.01% | −338−50.1% | Reduced |
| WPG Advisers, LLC | 366 | $40.3K | 0.03% | +37+11.2% | Added |
| Farther Finance Advisors, LLC | 368 | $40.6K | 0.00% | +102+38.3% | Added |
| MAI Capital Management | 391 | $43.1K | 0.00% | +105+36.7% | Added |
| Danske Bank A/S | 400 | $44.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 431 | $47.5K | 0.01% | −115−21.1% | Reduced |
| CoreFirst Bank & Trust | 483 | $53.2K | 0.03% | 00.0% | Unchanged |