| Caitong International Asset Management Co., Ltd | 1 | $228 | 0.00% | −309−99.7% | Reduced |
| Abound Wealth Management | 1 | $228 | 0.00% | −1−50.0% | Reduced |
| Bellwether Advisors, LLC | 1 | $228 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 1 | $228 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 2 | $456 | 0.00% | +2 | New |
| UMA Financial Services, Inc. | 4 | $912 | 0.00% | +4 | New |
| Financial Network Wealth Advisors LLC | 4 | $912 | 0.00% | +4 | New |
| BFSG, LLC | 7 | $1.60K | 0.00% | −43−86.0% | Reduced |
| WPG Advisers, LLC | 8 | $1.82K | 0.00% | −22−73.3% | Reduced |
| Dunhill Financial, LLC | 8 | $1.82K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 8 | $1.82K | 0.00% | +8 | New |
| Bell Investment Advisors, Inc | 9 | $2.05K | 0.00% | +2+28.6% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 11 | $2.51K | 0.00% | +11 | New |
| HHM Wealth Advisors, LLC | 11 | $2.51K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 12 | $2.73K | 0.00% | +8+200.0% | Added |
| Highline Wealth Partners LLC | 12 | $2.73K | 0.00% | +12 | New |
| Cornerstone Planning Group LLC | 14 | $2.86K | 0.00% | +13+1,300.0% | Added |
| CVA Family Office, LLC | 16 | $3.65K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 16 | $3.65K | 0.00% | +9+128.6% | Added |
| PSI Advisors, LLC | 16 | $3.65K | 0.00% | +16 | New |
| ORG Wealth Partners, LLC | 16 | $3.69K | 0.00% | −2−11.1% | Reduced |
| Addison Advisors LLC | 18 | $4.10K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 18 | $4.10K | 0.00% | +18 | New |
| Fortitude Family Office, LLC | 19 | $4.33K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 19 | $4.33K | 0.00% | +11+137.5% | Added |
| AdvisorNet Financial, Inc | 20 | $4.56K | 0.00% | −5−20.0% | Reduced |
| MRP Capital Investments, LLC | 20 | $4.56K | 0.00% | +20 | New |
| Kozak & Associates, Inc. | 21 | $4.62K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 21 | $4.79K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 23 | $5.00K | 0.00% | +23 | New |
| Horizons Wealth Management | 22 | $5.01K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 22 | $5.01K | 0.00% | +22 | New |
| Skopos Labs, Inc. | 22 | $5.01K | 0.00% | +17+340.0% | Added |
| Darwin Advisors, LLC | 27 | $5.04K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 25 | $5.70K | 0.00% | −22−46.8% | Reduced |
| Salomon & Ludwin, LLC | 25 | $5.70K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 31 | $5.79K | 0.01% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 29 | $6.61K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 29 | $6.61K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 29 | $6.61K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 30 | $6.84K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 31 | $7.07K | 0.00% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 32 | $7.29K | 0.01% | +32 | New |
| New England Capital Financial Advisors LLC | 35 | $7.98K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 38 | $8.66K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 38 | $8.66K | 0.00% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 39 | $8.89K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 41 | $9.35K | 0.00% | +38+1,266.7% | Added |
| Bogart Wealth, LLC | 45 | $10.3K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 46 | $10.5K | 0.00% | +41+820.0% | Added |
| Hantz Financial Services, Inc. | 49 | $11.0K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 50 | $11.4K | 0.01% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 51 | $11.6K | 0.00% | −189−78.8% | Reduced |
| Allianz SE | 52 | $11.9K | 0.00% | −3,880−98.7% | Reduced |
| Global Financial Private Client, LLC | 56 | $12.8K | 0.00% | −1−1.8% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 57 | $13.0K | 0.00% | −16−21.9% | Reduced |
| NBC Securities, Inc. | 60 | $13.0K | 0.00% | +60 | New |
| Putney Financial Group LLC | 60 | $13.7K | 0.01% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 60 | $13.8K | 0.00% | +60 | New |
| Laurel Wealth Advisors LLC | 63 | $14.4K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 66 | $15.0K | 0.01% | −17−20.5% | Reduced |
| Hartford Financial Management Inc. | 68 | $15.5K | 0.00% | 00.0% | Unchanged |
| Ossiam | 69 | $15.7K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 75 | $17.1K | 0.00% | 00.0% | Unchanged |
| Evelyn Partners Asset Management Ltd | 86 | $19.6K | 0.01% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 87 | $19.8K | 0.02% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 104 | $20.3K | 0.01% | −19−15.4% | Reduced |
| Rothschild Investment LLC | 90 | $20.5K | 0.00% | +4+4.7% | Added |
| GPS Wealth Strategies Group, LLC | 91 | $20.7K | 0.00% | +22+31.9% | Added |
| Washington Trust Co | 95 | $21.7K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 98 | $22.0K | 0.00% | +84+600.0% | Added |
| Carolinas Wealth Consulting LLC | 100 | $22.8K | 0.00% | −509−83.6% | Reduced |
| Toth Financial Advisory Corp | 100 | $22.8K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 100 | $22.8K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 100 | $22.8K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 100 | $22.8K | 0.02% | 00.0% | Unchanged |
| Truvestments Capital LLC | 100 | $22.8K | 0.00% | +100 | New |
| Cary Street Partner Investment Advisory LLC | 112 | $25.5K | 0.01% | +35+45.5% | Added |
| Sunbelt Securities, Inc. | 114 | $26.0K | 0.00% | +114 | New |
| Blue Bell Private Wealth Management, LLC | 115 | $26.2K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 118 | $26.9K | 0.02% | 00.0% | Unchanged |
| High Note Wealth, LLC | 121 | $27.6K | 0.01% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 123 | $28.0K | 0.02% | +3+2.5% | Added |
| Plante Moran Financial Advisors, LLC | 132 | $30.1K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 135 | $30.8K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 140 | $31.9K | 0.01% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 145 | $33.0K | 0.01% | +16+12.4% | Added |
| Central Trust Co | 150 | $34.2K | 0.00% | −150−50.0% | Reduced |
| MV Capital Management, Inc. | 150 | $34.2K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 153 | $34.9K | 0.04% | 00.0% | Unchanged |
| GAMMA Investing LLC | 155 | $35.3K | 0.00% | −18−10.4% | Reduced |
| Horizon Investments, LLC | 158 | $36.0K | 0.00% | +85+116.4% | Added |
| Cromwell Holdings LLC | 161 | $36.7K | 0.02% | +161 | New |
| Tortoise Investment Management, LLC | 162 | $36.9K | 0.00% | −20−11.0% | Reduced |
| Umb Bank N A | 162 | $36.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 167 | $38.1K | 0.01% | +25+17.6% | Added |
| Kathleen S. Wright Associates Inc. | 172 | $39.2K | 0.02% | 00.0% | Unchanged |
| Abound Financial, LLC | 174 | $39.7K | 0.02% | +174 | New |
| ZRC Wealth Management, LLC | 178 | $40.6K | 0.02% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 189 | $43.1K | 0.01% | 00.0% | Unchanged |