| Bruce G. Allen Investments, LLC | 1 | $193 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $356 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $386 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 3 | $579 | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 3 | $579 | 0.00% | +1+50.0% | Added |
| Skopos Labs, Inc. | 5 | $965 | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 7 | $1.35K | 0.00% | +3+75.0% | Added |
| First Command Advisory Services, Inc. | 10 | $1.93K | 0.00% | +10 | New |
| Venturi Wealth Management, LLC | 11 | $2.12K | 0.00% | +11 | New |
| HHM Wealth Advisors, LLC | 11 | $2.12K | 0.00% | +11 | New |
| GW&K Investment Management, LLC | 14 | $3.00K | 0.00% | +1+7.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 18 | $3.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 16 | $3.08K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 16 | $3.08K | 0.00% | +16 | New |
| Addison Advisors LLC | 18 | $3.47K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 19 | $3.66K | 0.00% | +19 | New |
| True Wealth Design, LLC | 20 | $3.86K | 0.00% | −5,501−99.6% | Reduced |
| Zions Bancorporation, N.A. | 22 | $4.24K | 0.00% | −9−29.0% | Reduced |
| Horizons Wealth Management | 22 | $4.24K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 21 | $4.32K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 25 | $4.82K | 0.00% | −1−3.8% | Reduced |
| AdvisorNet Financial, Inc | 25 | $4.82K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 27 | $5.21K | 0.00% | +14+107.7% | Added |
| Darwin Advisors, LLC | 27 | $5.21K | 0.00% | +27 | New |
| C M Bidwell & Associates Ltd | 29 | $5.59K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 29 | $5.59K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 29 | $5.59K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $5.79K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 31 | $5.98K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 31 | $5.98K | 0.01% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 32 | $6.17K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 35 | $6.75K | 0.00% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 36 | $6.94K | 0.00% | +36 | New |
| Rocky Mountain Advisers, LLC | 38 | $7.33K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 38 | $7.33K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 39 | $7.52K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 45 | $8.68K | 0.00% | −20−30.8% | Reduced |
| Hantz Financial Services, Inc. | 49 | $9.00K | 0.00% | −27−35.5% | Reduced |
| Barrett & Company, Inc. | 47 | $9.06K | 0.00% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 51 | $9.09K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 50 | $9.64K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 51 | $9.83K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 51 | $9.83K | 0.00% | +51 | New |
| Global Financial Private Client, LLC | 57 | $11.0K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 63 | $12.1K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 68 | $13.1K | 0.00% | −460−87.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 70 | $13.5K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 70 | $13.5K | 0.00% | +70 | New |
| GPS Wealth Strategies Group, LLC | 74 | $14.3K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 77 | $14.8K | 0.00% | +8+11.6% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 78 | $15.0K | 0.00% | −638−89.1% | Reduced |
| Rothschild Investment LLC | 88 | $17.0K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 94 | $18.1K | 0.00% | +94 | New |
| Washington Trust Co | 95 | $18.3K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 95 | $18.3K | 0.00% | +7+8.0% | Added |
| Exchange Traded Concepts, LLC | 96 | $18.5K | 0.00% | +33+52.4% | Added |
| Toth Financial Advisory Corp | 100 | $19.3K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $19.3K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $19.3K | 0.00% | +100 | New |
| Quarry LP | 103 | $19.9K | 0.01% | +103 | New |
| Legacy Investment Solutions, LLC | 113 | $20.0K | 0.01% | +113 | New |
| Legacy Wealth Managment, LLC | 113 | $20.0K | 0.01% | +113 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 105 | $20.2K | 0.01% | −77−42.3% | Reduced |
| SOA Wealth Advisors, LLC. | 107 | $20.6K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 110 | $21.2K | 0.01% | +10+10.0% | Added |
| GAMMA Investing LLC | 113 | $21.8K | 0.00% | +17+17.7% | Added |
| Blue Bell Private Wealth Management, LLC | 115 | $22.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 122 | $23.0K | 0.00% | +122 | New |
| Hillsdale Investment Management Inc. | 125 | $24.1K | 0.00% | +35+38.9% | Added |
| First Personal Financial Services | 125 | $24.1K | 0.01% | −33−20.9% | Reduced |
| FSA Wealth Management LLC | 140 | $27.0K | 0.01% | +140 | New |
| MV Capital Management, Inc. | 150 | $28.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 162 | $31.2K | 0.00% | −21−11.5% | Reduced |
| Kathleen S. Wright Associates Inc. | 172 | $33.2K | 0.01% | +172 | New |
| ZRC Wealth Management, LLC | 178 | $34.3K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 219 | $36.1K | 0.02% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 188 | $36.2K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 190 | $36.6K | 0.01% | +190 | New |
| CNB Bank | 200 | $38.6K | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 200 | $38.6K | 0.02% | 00.0% | Unchanged |
| Joseph Group Capital Management | 200 | $38.6K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 201 | $38.8K | 0.00% | +146+265.5% | Added |
| Tortoise Investment Management, LLC | 202 | $38.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 213 | $41.1K | 0.00% | +26+13.9% | Added |
| Aspire Private Capital, LLC | 213 | $41.1K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 218 | $42.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 221 | $42.6K | 0.00% | −22−9.1% | Reduced |
| Massmutual Trust Co FSB | 258 | $49.7K | 0.00% | −2−0.8% | Reduced |
| Arrow Financial Corp | 260 | $50.1K | 0.00% | +100+62.5% | Added |
| AllSquare Wealth Management LLC | 263 | $50.7K | 0.03% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 266 | $51.3K | 0.01% | −28−9.5% | Reduced |
| IMA Wealth, Inc. | 274 | $52.8K | 0.01% | +274 | New |
| Pinnacle Bancorp, Inc. | 277 | $53.4K | 0.01% | 00.0% | Unchanged |
| Trust Co of Vermont | 278 | $53.6K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 286 | $55.1K | 0.00% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 300 | $57.8K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 312 | $60.2K | 0.04% | +312 | New |
| First Horizon Advisors, Inc. | 323 | $62.3K | 0.00% | +29+9.9% | Added |
| Sunbelt Securities, Inc. | 323 | $62.3K | 0.01% | +323 | New |
| EverSource Wealth Advisors, LLC | 351 | $67.7K | 0.00% | −243−40.9% | Reduced |