| Harvest Fund Management Co., Ltd | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 0 | $31 | 0.00% | 0 | Unchanged |
| Raffa Wealth Management, LLC | 1 | $79 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $79 | 0.00% | +1 | New |
| Vermillion Wealth Management, Inc. | 3 | $237 | 0.00% | +3 | New |
| Innovative Asset Advisors Group, LLC | 3 | $237 | 0.00% | +3 | New |
| Abound Wealth Management | 3 | $238 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 4 | $317 | 0.00% | −1−20.0% | Reduced |
| Blue Bell Private Wealth Management, LLC | 4 | $317 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $396 | 0.00% | −4−44.4% | Reduced |
| UMA Financial Services, Inc. | 5 | $396 | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 7 | $555 | 0.00% | −2−22.2% | Reduced |
| Gilpin Wealth Management, LLC | 7 | $555 | 0.00% | +7 | New |
| Cornerstone Financial Management LLC | 8 | $633 | 0.00% | −12−60.0% | Reduced |
| SJS Investment Consulting Inc. | 8 | $634 | 0.00% | +2+33.3% | Added |
| Ankerstar Wealth, LLC | 9 | $712 | 0.00% | +9 | New |
| Basecamp Wealth Advisors LLC | 11 | $871 | 0.00% | −60−84.5% | Reduced |
| MAI Capital Management | 11 | $871 | 0.00% | +6+120.0% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $1.03K | 0.00% | +6+85.7% | Added |
| JPL Wealth Management, LLC | 14 | $1.11K | 0.00% | +14 | New |
| Ares Financial Consulting, LLC | 15 | $1.25K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 16 | $1.27K | 0.00% | −2−11.1% | Reduced |
| Sankala Group LLC | 19 | $1.53K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 20 | $1.58K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 23 | $1.78K | 0.00% | −35−60.3% | Reduced |
| Lloyd Advisory Services, LLC. | 23 | $1.78K | 0.00% | +23 | New |
| Fortis Group Advisors, LLC | 24 | $1.90K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 26 | $2.06K | 0.00% | −6−18.8% | Reduced |
| Farmers & Merchants Investments Inc | 27 | $2.14K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 34 | $2.69K | 0.00% | +2+6.3% | Added |
| Caitong International Asset Management Co., Ltd | 37 | $2.93K | 0.00% | +33+825.0% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 40 | $3.17K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 45 | $3.56K | 0.00% | +2+4.7% | Added |
| JFS Wealth Advisors, LLC | 51 | $4.04K | 0.00% | +4+8.5% | Added |
| Gables Capital Management Inc. | 56 | $4.43K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 58 | $4.59K | 0.00% | −729−92.6% | Reduced |
| Creative Financial Designs Inc | 65 | $5.16K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 66 | $5.22K | 0.00% | +22+50.0% | Added |
| Rothschild Investment LLC | 66 | $5.22K | 0.00% | +25+61.0% | Added |
| CVA Family Office, LLC | 72 | $5.70K | 0.00% | +72 | New |
| Capital Analysts, LLC | 81 | $6.00K | 0.00% | −7−8.0% | Reduced |
| Rakuten Securities, Inc. | 80 | $6.32K | 0.00% | −15−15.8% | Reduced |
| Anchor Investment Management, LLC | 89 | $7.03K | 0.00% | +1+1.1% | Added |
| TD Waterhouse Canada Inc. | 90 | $7.50K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 96 | $7.60K | 0.00% | +21+28.0% | Added |
| USA Financial Portformulas Corp | 99 | $7.84K | 0.00% | +89+890.0% | Added |
| Strategic Investment Solutions, Inc. | 100 | $7.92K | 0.00% | 00.0% | Unchanged |
| Broadwater Capital Management LLC | 100 | $7.96K | 0.01% | 00.0% | Unchanged |
| Golden State Equity Partners | 105 | $8.31K | 0.00% | +105 | New |
| Twin Peaks Wealth Advisors, LLC | 106 | $8.39K | 0.00% | +106 | New |
| Bell Investment Advisors, Inc | 108 | $8.55K | 0.00% | −125−53.6% | Reduced |
| Legacy Wealth Managment, LLC | 116 | $9.18K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 127 | $10.1K | 0.00% | −52−29.1% | Reduced |
| Spire Wealth Management | 127 | $10.1K | 0.00% | −73−36.5% | Reduced |
| Brown Brothers Harriman & Co | 130 | $10.3K | 0.00% | +96+282.4% | Added |
| Fortitude Family Office, LLC | 137 | $10.9K | 0.00% | +43+45.7% | Added |
| Westside Investment Management, Inc. | 141 | $11.2K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 143 | $11.3K | 0.00% | +46+47.4% | Added |
| SHP Wealth Management | 148 | $11.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 150 | $11.9K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 145 | $12.1K | 0.00% | −160−52.5% | Reduced |
| MCF Advisors LLC | 163 | $12.9K | 0.00% | +163 | New |
| Umb Bank N A | 170 | $13.5K | 0.00% | −16−8.6% | Reduced |
| Hollencrest Capital Management | 171 | $13.5K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 195 | $15.4K | 0.00% | +195 | New |
| True Link Financial Advisors, LLC | 200 | $15.8K | 0.00% | +200 | New |
| Gen-Wealth Partners Inc | 207 | $16.4K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 211 | $16.7K | 0.00% | −5,571−96.4% | Reduced |
| Versant Capital Management, Inc | 213 | $16.9K | 0.00% | −568−72.7% | Reduced |
| Triumph Capital Management | 213 | $16.9K | 0.00% | −24−10.1% | Reduced |
| Ronald Blue Trust, Inc. | 227 | $18.0K | 0.00% | −86−27.5% | Reduced |
| Salomon & Ludwin, LLC | 243 | $19.0K | 0.00% | −56−18.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 240 | $19.0K | 0.00% | +240 | New |
| Ritter Daniher Financial Advisory LLC | 250 | $19.8K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 257 | $20.3K | 0.01% | +257 | New |
| Sterling Capital Management LLC | 282 | $22.3K | 0.00% | −7−2.4% | Reduced |
| Allworth Financial LP | 323 | $25.6K | 0.00% | +229+243.6% | Added |
| Larson Financial Group LLC | 328 | $26.0K | 0.00% | +101+44.5% | Added |
| Kemnay Advisory Services Inc. | 349 | $27.6K | 0.00% | +242+226.2% | Added |
| Measured Wealth Private Client Group, LLC | 391 | $30.9K | 0.01% | −2,503−86.5% | Reduced |
| Huntington National Bank | 400 | $31.7K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 423 | $33.0K | 0.00% | +165+64.0% | Added |
| WealthCollab, LLC | 419 | $33.2K | 0.01% | −12−2.8% | Reduced |
| McGuire Capital Advisors Inc | 437 | $34.6K | 0.02% | −454−51.0% | Reduced |
| Harbour Investments, Inc. | 438 | $34.7K | 0.00% | +333+317.1% | Added |
| Reyes Financial Architecture, Inc. | 487 | $38.5K | 0.03% | −90−15.6% | Reduced |
| Capital Advisors, Ltd. LLC | 490 | $39.0K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 500 | $39.6K | 0.01% | +500 | New |
| Fourth Dimension Wealth, LLC | 500 | $39.6K | 0.02% | +500 | New |
| Smartleaf Asset Management LLC | 526 | $41.4K | 0.00% | −550−51.1% | Reduced |
| Johnson Financial Group, Inc. | 600 | $47.5K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 620 | $49.1K | 0.00% | +142+29.7% | Added |
| Geneos Wealth Management Inc. | 650 | $51.4K | 0.00% | −2,250−77.6% | Reduced |
| Harbor Capital Advisors, Inc. | 722 | $57.0K | 0.00% | +52+7.8% | Added |
| Ancora Advisors, LLC | 757 | $59.9K | 0.00% | +24+3.3% | Added |
| Nomura Asset Management Co Ltd | 800 | $63.3K | 0.00% | +440+122.2% | Added |
| Leonteq Securities AG | 822 | $65.1K | 0.00% | −170−17.1% | Reduced |
| Nisa Investment Advisors, LLC | 899 | $71.2K | 0.00% | −613−40.5% | Reduced |
| CoreCap Advisors, LLC | 1,016 | $80.4K | 0.00% | −197−16.2% | Reduced |
| Sunbelt Securities, Inc. | 1,028 | $81.4K | 0.01% | 00.0% | Unchanged |
