| E Fund Management (Hong Kong) Co., Ltd. | 7 | $0 | 0.00% | +7 | New |
| Dogwood Wealth Management LLC | 0 | $4 | 0.00% | 0 | Unchanged |
| Quest Partners LLC | 1 | $35 | 0.00% | −33,050−100.0% | Reduced |
| EdgeRock Capital LLC | 5 | $175 | 0.00% | +5 | New |
| TFC Financial Management | 5 | $176 | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 5 | $176 | 0.00% | +5 | New |
| Wolff Wiese Magana LLC | 10 | $352 | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 11 | $387 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 12 | $415 | 0.00% | −13−52.0% | Reduced |
| SOA Wealth Advisors, LLC. | 15 | $528 | 0.00% | −11−42.3% | Reduced |
| CoreCap Advisors, LLC | 15 | $528 | 0.00% | 00.0% | Unchanged |
| Castleview Partners, LLC | 16 | $563 | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 16 | $563 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 17 | $598 | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 20 | $703 | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 20 | $703 | 0.00% | +20 | New |
| Transcendent Capital Group LLC | 22 | $774 | 0.00% | +22 | New |
| NVWM, LLC | 25 | $879 | 0.00% | +20+400.0% | Added |
| Capital Advisors, Ltd. LLC | 33 | $1.00K | 0.00% | −7−17.5% | Reduced |
| Unique Wealth Strategies, LLC | 35 | $1.17K | 0.00% | +35 | New |
| Richard W. Paul & Associates, LLC | 34 | $1.20K | 0.00% | −8−19.0% | Reduced |
| True Wealth Design, LLC | 38 | $1.34K | 0.00% | +10+35.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 43 | $1.51K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 43 | $1.51K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 48 | $1.68K | 0.00% | +48 | New |
| Prestige Wealth Management Group LLC | 48 | $1.69K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 49 | $1.72K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 50 | $1.76K | 0.00% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 50 | $1.76K | 0.00% | +50 | New |
| Oliver Lagore Vanvalin Investment Group | 50 | $1.76K | 0.00% | +50 | New |
| Eagle Bay Advisors LLC | 50 | $1.76K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 51 | $1.78K | 0.00% | +20+64.5% | Added |
| ClariVest Asset Management LLC | 51 | $1.78K | 0.00% | −199−79.6% | Reduced |
| Aspect Partners, LLC | 54 | $1.90K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 54 | $1.90K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 54 | $1.90K | 0.00% | +54 | New |
| First United Bank Trust | 60 | $2.11K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 60 | $2.11K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 63 | $2.23K | 0.00% | +6+10.5% | Added |
| DiNuzzo Private Wealth, Inc. | 68 | $2.39K | 0.00% | +12+21.4% | Added |
| Carolinas Wealth Consulting LLC | 76 | $2.67K | 0.00% | 00.0% | Unchanged |
| Union Savings Bank | 78 | $2.74K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 83 | $2.92K | 0.00% | +83 | New |
| SJS Investment Consulting Inc. | 84 | $2.96K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 85 | $2.99K | 0.00% | 00.0% | Unchanged |
| Financial Connections Group, Inc. | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 105 | $3.00K | 0.00% | +45+75.0% | Added |
| Penserra Capital Management LLC | 81 | $3.00K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 89 | $3.13K | 0.00% | +89 | New |
| Your Advocates Ltd., LLP | 100 | $3.52K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 100 | $3.52K | 0.00% | +100 | New |
| Concord Wealth Partners | 106 | $3.73K | 0.00% | −66−38.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 108 | $3.80K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 111 | $3.90K | 0.00% | +111 | New |
| Tortoise Investment Management, LLC | 113 | $3.97K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 128 | $4.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 120 | $4.00K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 118 | $4.15K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 121 | $4.26K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 125 | $4.34K | 0.00% | +104+495.2% | Added |
| Ashton Thomas Private Wealth, LLC | 127 | $4.47K | 0.00% | +127 | New |
| Highline Wealth Partners LLC | 130 | $4.57K | 0.00% | +130 | New |
| Atlantic Edge Private Wealth Management, LLC | 135 | $4.75K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 137 | $4.82K | 0.00% | +137 | New |
| Clear Street Markets LLC | 132 | $5.00K | 0.00% | +132 | New |
| Hallmark Capital Management Inc | 145 | $5.10K | 0.00% | +145 | New |
| Abound Wealth Management | 145 | $5.11K | 0.00% | −31−17.6% | Reduced |
| Grove Bank & Trust | 150 | $5.28K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 152 | $5.35K | 0.00% | +152 | New |
| Trust Co of Vermont | 157 | $5.52K | 0.00% | +157 | New |
| Harbour Investments, Inc. | 161 | $5.66K | 0.00% | +10+6.6% | Added |
| Moisand Fitzgerald Tamayo, LLC | 166 | $5.84K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 180 | $6.33K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 200 | $6.70K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 175 | $6.78K | 0.00% | +175 | New |
| Cetera Trust Company, N.A | 196 | $6.89K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 216 | $7.00K | 0.00% | +53+32.5% | Added |
| PSI Advisors, LLC | 200 | $7.03K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 214 | $7.53K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 215 | $7.56K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 217 | $7.63K | 0.01% | +168+342.9% | Added |
| Atlantic Trust, LLC | 226 | $7.95K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 224 | $8.00K | 0.00% | −12−5.1% | Reduced |
| Larson Financial Group LLC | 228 | $8.01K | 0.00% | +70+44.3% | Added |
| Colonial Trust Co | 238 | $8.19K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 239 | $8.42K | 0.00% | +20+9.1% | Added |
| Macroview Investment Management LLC | 242 | $8.51K | 0.01% | +242 | New |
| Asset Dedication, LLC | 247 | $8.69K | 0.00% | 00.0% | Unchanged |
| Central Bank & Trust Co | 256 | $9.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 261 | $9.18K | 0.00% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 262 | $9.22K | 0.00% | −3−1.1% | Reduced |
| CBIZ Investment Advisory Services, LLC | 280 | $9.83K | 0.00% | −73−20.7% | Reduced |
| JFS Wealth Advisors, LLC | 280 | $9.85K | 0.00% | −8−2.8% | Reduced |
| MCF Advisors LLC | 287 | $10.1K | 0.00% | +139+93.9% | Added |
| Investment Research & Advisory Group, Inc. | 287 | $10.1K | 0.00% | +287 | New |
| Brown Brothers Harriman & Co | 314 | $11.0K | 0.00% | −415−56.9% | Reduced |
| Miller Wealth Advisors, LLC | 315 | $11.1K | 0.01% | −550−63.6% | Reduced |
| Activest Wealth Management | 318 | $11.2K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 360 | $12.7K | 0.00% | −54−13.0% | Reduced |
| CVA Family Office, LLC | 361 | $12.7K | 0.00% | 00.0% | Unchanged |