| Beaird Harris Wealth Management, LLC | 0 | $22 | 0.00% | 0 | New |
| MV Capital Management, Inc. | 1 | $88 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $88 | 0.00% | +1 | New |
| Rakuten Securities, Inc. | 1 | $88 | 0.00% | +1 | New |
| True Wealth Design, LLC | 3 | $264 | 0.00% | +1+50.0% | Added |
| Bruce G. Allen Investments, LLC | 4 | $351 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 4 | $351 | 0.00% | +4 | New |
| First Pacific Financial | 5 | $440 | 0.00% | −84−94.4% | Reduced |
| Harbor Investment Advisory, LLC | 6 | $527 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 7 | $615 | 0.00% | +7 | New |
| Capital Advisors, Ltd. LLC | 6 | $1.00K | 0.00% | +6 | New |
| Versant Capital Management, Inc | 14 | $1.23K | 0.00% | +14 | New |
| Continuum Advisory, LLC | 17 | $1.49K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 18 | $1.58K | 0.00% | +5+38.5% | Added |
| Castleview Partners, LLC | 19 | $1.67K | 0.00% | −15−44.1% | Reduced |
| Financial Network Wealth Advisors LLC | 21 | $1.84K | 0.00% | +21 | New |
| Valley National Advisers Inc | 30 | $2.00K | 0.00% | +5+20.0% | Added |
| Johnson Financial Group, Inc. | 24 | $2.11K | 0.00% | +24 | New |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.20K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 28 | $2.46K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 29 | $2.55K | 0.00% | +29 | New |
| VisionPoint Advisory Group, LLC | 30 | $2.63K | 0.00% | −25−45.5% | Reduced |
| Abound Wealth Management | 33 | $2.90K | 0.00% | +33 | New |
| HBC Financial Services, PLLC | 35 | $3.00K | 0.00% | −35−50.0% | Reduced |
| Meeder Asset Management Inc | 36 | $3.16K | 0.00% | −1,124−96.9% | Reduced |
| Atlantic Trust, LLC | 51 | $3.25K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 46 | $4.04K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 51 | $4.48K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 52 | $4.57K | 0.00% | +30+136.4% | Added |
| Farmers & Merchants Investments Inc | 56 | $4.92K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 59 | $5.18K | 0.00% | +59 | New |
| JFS Wealth Advisors, LLC | 62 | $5.45K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $5.62K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 66 | $5.80K | 0.00% | −3−4.3% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 70 | $6.15K | 0.00% | +70 | New |
| Tradewinds Capital Management, LLC | 72 | $6.33K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 77 | $6.76K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 77 | $6.76K | 0.00% | +22+40.0% | Added |
| Umb Bank N A | 78 | $6.85K | 0.00% | +46+143.8% | Added |
| Central Trust Co | 91 | $7.99K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 95 | $8.35K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 100 | $8.78K | 0.00% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 100 | $8.78K | 0.01% | 00.0% | Unchanged |
| Lynx Investment Advisory | 100 | $8.78K | 0.01% | +100 | New |
| Frazier Financial Advisors, LLC | 106 | $9.31K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 107 | $9.40K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 137 | $10.4K | 0.01% | 00.0% | Unchanged |
| 4Thought Financial Group Inc. | 125 | $11.0K | 0.01% | 00.0% | Unchanged |
| Ibex Wealth Advisors | 128 | $11.2K | 0.00% | −35,828−99.6% | Reduced |
| HighMark Wealth Management LLC | 135 | $11.9K | 0.01% | +33+32.4% | Added |
| Hexagon Capital Partners LLC | 136 | $11.9K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 150 | $13.2K | 0.01% | 00.0% | Unchanged |
| Front Row Advisors LLC | 154 | $13.5K | 0.00% | −17−9.9% | Reduced |
| Bell Investment Advisors, Inc | 154 | $13.5K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 173 | $15.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 187 | $16.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 204 | $17.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 220 | $19.3K | 0.00% | −36−14.1% | Reduced |
| Innealta Capital, LLC | 229 | $20.1K | 0.01% | +229 | New |
| SRS Capital Advisors, Inc. | 232 | $20.4K | 0.00% | +214+1,188.9% | Added |
| Ci Investments Inc. | 244 | $21.0K | 0.00% | −22−8.3% | Reduced |
| Riverview Trust Co | 245 | $21.5K | 0.02% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 289 | $21.9K | 0.00% | +289 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 249 | $21.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 260 | $22.8K | 0.00% | +13+5.3% | Added |
| Tortoise Investment Management, LLC | 261 | $22.9K | 0.00% | +245+1,531.3% | Added |
| Asset Dedication, LLC | 280 | $24.6K | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 300 | $26.4K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $26.4K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 303 | $26.6K | 0.01% | +82+37.1% | Added |
| Rise Advisors, LLC | 340 | $29.9K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 359 | $31.5K | 0.00% | +306+577.4% | Added |
| SJS Investment Consulting Inc. | 367 | $32.2K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 390 | $34.3K | 0.01% | +361+1,244.8% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $35.1K | 0.01% | +400 | New |
| City State Bank | 450 | $39.5K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 463 | $40.5K | 0.01% | +347+299.1% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 466 | $40.9K | 0.00% | +166+55.3% | Added |
| Private Trust Co NA | 511 | $44.9K | 0.00% | −1−0.2% | Reduced |
| Global Retirement Partners, LLC | 514 | $45.1K | 0.00% | +58+12.7% | Added |
| J.Safra Asset Management Corp | 515 | $45.2K | 0.00% | +515 | New |
| Oliver Lagore Vanvalin Investment Group | 534 | $46.9K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 550 | $48.3K | 0.00% | +550 | New |
| PEAK6 Investments LLC | 566 | $49.7K | 0.00% | +566 | New |
| Park Place Capital Corp | 577 | $50.7K | 0.02% | −518−47.3% | Reduced |
| Allworth Financial LP | 575 | $51.3K | 0.00% | +243+73.2% | Added |
| Lindbrook Capital, LLC | 597 | $52.4K | 0.00% | +117+24.4% | Added |
| Benjamin Edwards Inc | 628 | $55.0K | 0.01% | +501+394.5% | Added |
| Massmutual Trust Co FSB | 664 | $58.3K | 0.00% | +26+4.1% | Added |
| Proequities, Inc. | 675 | $59.3K | 0.00% | −557−45.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 745 | $65.4K | 0.00% | +379+103.6% | Added |
| HHM Wealth Advisors, LLC | 750 | $65.9K | 0.01% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 751 | $66.0K | 0.03% | +751 | New |
| Spire Wealth Management | 772 | $67.8K | 0.00% | +277+56.0% | Added |
| CIBC Private Wealth Group, LLC | 940 | $82.5K | 0.00% | −15−1.6% | Reduced |
| National Bank of Canada | 968 | $83.8K | 0.00% | +7+0.7% | Added |
| Canada Pension Plan Investment Board | 1,000 | $87.8K | 0.00% | +1,000 | New |
| Hantz Financial Services, Inc. | 1,069 | $94.0K | 0.00% | −109,667−99.0% | Reduced |
| Financial Management Professionals, Inc. | 1,099 | $97.0K | 0.01% | 00.0% | Unchanged |
