| Hemington Wealth Management | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 1 | $20 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $27 | 0.00% | +1 | New |
| Capital A Wealth Management, LLC | 1 | $27 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $28 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2 | $54 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 5 | $136 | 0.00% | +1+25.0% | Added |
| Raffa Wealth Management, LLC | 6 | $163 | 0.00% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 7 | $190 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 7 | $190 | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 7 | $191 | 0.00% | +7 | New |
| Raleigh Capital Management Inc. | 7 | $192 | 0.00% | +7 | New |
| MV Capital Management, Inc. | 9 | $245 | 0.00% | −3−25.0% | Reduced |
| Principia Wealth Advisory, LLC | 9 | $245 | 0.00% | +9 | New |
| Rothschild Investment LLC | 10 | $272 | 0.00% | −125−92.6% | Reduced |
| Copia Wealth Management | 12 | $326 | 0.00% | +12 | New |
| SRS Capital Advisors, Inc. | 13 | $354 | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 14 | $381 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 14 | $386 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 17 | $462 | 0.00% | +17 | New |
| Provenance Wealth Advisors, LLC | 19 | $517 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 21 | $562 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 22 | $602 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $680 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 29 | $789 | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 31 | $843 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 32 | $870 | 0.00% | +3+10.3% | Added |
| Glen Eagle Advisors, LLC | 32 | $875 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 38 | $1.00K | 0.00% | +6+18.8% | Added |
| SJS Investment Consulting Inc. | 38 | $1.03K | 0.00% | −26−40.6% | Reduced |
| Sachetta, LLC | 42 | $1.14K | 0.00% | −7−14.3% | Reduced |
| Pinnacle Bancorp, Inc. | 50 | $1.36K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 50 | $1.36K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 51 | $1.39K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 54 | $1.47K | 0.00% | +54 | New |
| Park Place Capital Corp | 56 | $1.52K | 0.00% | −84−60.0% | Reduced |
| Glass Jacobson Investment Advisors llc | 56 | $1.52K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 56 | $1.53K | 0.00% | +56 | New |
| Hexagon Capital Partners LLC | 63 | $1.71K | 0.00% | +56+800.0% | Added |
| Mainstream Capital Management LLC | 63 | $1.71K | 0.00% | +63 | New |
| Continuum Advisory, LLC | 68 | $1.85K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 70 | $1.90K | 0.00% | +4+6.1% | Added |
| Retirement Wealth Solutions LLC | 71 | $1.95K | 0.00% | +71 | New |
| Amundi | 74 | $2.04K | 0.00% | +74 | New |
| Private Trust Co NA | 80 | $2.17K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 80 | $2.17K | 0.00% | +80 | New |
| Whittier Trust Co of Nevada Inc | 91 | $2.47K | 0.00% | +91 | New |
| Farmers & Merchants Investments Inc | 92 | $2.50K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 100 | $2.72K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 105 | $2.85K | 0.00% | +17+19.3% | Added |
| Johnson Financial Group, Inc. | 103 | $2.95K | 0.00% | −6,975−98.5% | Reduced |
| Mather Group, LLC. | 109 | $2.96K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $3.01K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 116 | $3.15K | 0.00% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 135 | $3.67K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 138 | $3.75K | 0.00% | −35−20.2% | Reduced |
| Golden State Wealth Management, LLC | 144 | $3.92K | 0.00% | +144 | New |
| Wolff Wiese Magana LLC | 151 | $4.11K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 157 | $4.27K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 145 | $4.38K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 168 | $4.57K | 0.00% | −70−29.4% | Reduced |
| Close Asset Management Ltd | 187 | $5.00K | 0.00% | 00.0% | Unchanged |
| Clean Yield Group | 184 | $5.00K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 200 | $5.44K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 200 | $5.44K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 201 | $5.46K | 0.00% | +201 | New |
| WPG Advisers, LLC | 220 | $5.98K | 0.01% | +220 | New |
| High Note Wealth, LLC | 230 | $6.25K | 0.00% | +230 | New |
| Global Retirement Partners, LLC | 232 | $6.31K | 0.00% | −943−80.3% | Reduced |
| Spire Wealth Management | 244 | $6.63K | 0.00% | −5−2.0% | Reduced |
| Washington Trust Co | 250 | $6.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 292 | $7.94K | 0.00% | +196+204.2% | Added |
| Covestor Ltd | 299 | $8.00K | 0.01% | −294−49.6% | Reduced |
| Global Trust Asset Management, LLC | 299 | $8.13K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 312 | $8.48K | 0.01% | +312 | New |
| Skopos Labs, Inc. | 321 | $8.73K | 0.00% | +321 | New |
| Bryn Mawr Trust Co | 329 | $8.95K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 329 | $8.96K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 331 | $9.00K | 0.00% | −230−41.0% | Reduced |
| South Dakota Investment Council | 329 | $9.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 336 | $9.14K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 393 | $10.7K | 0.00% | −936−70.4% | Reduced |
| Allworth Financial LP | 373 | $11.1K | 0.00% | +7+1.9% | Added |
| Estabrook Capital Management | 427 | $11.6K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 434 | $11.8K | 0.00% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 521 | $14.2K | 0.02% | +521 | New |
| Clearstead Advisors, LLC | 539 | $14.7K | 0.00% | −445−45.2% | Reduced |
| Legend Financial Advisors, Inc. | 547 | $14.9K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 541 | $15.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 740 | $20.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 850 | $23.1K | 0.00% | −15−1.7% | Reduced |
| Jones Financial Companies LLLP | 924 | $25.1K | 0.00% | +559+153.2% | Added |
| Rise Advisors, LLC | 972 | $26.4K | 0.01% | +3+0.3% | Added |
| Farther Finance Advisors, LLC | 1,001 | $27.2K | 0.00% | −259−20.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,022 | $27.8K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,119 | $29.9K | 0.00% | −2,274−67.0% | Reduced |
| GAMMA Investing LLC | 1,100 | $29.9K | 0.00% | −115−9.5% | Reduced |
| First Horizon Advisors, Inc. | 1,288 | $35.0K | 0.00% | −85−6.2% | Reduced |
| Huntington National Bank | 1,339 | $36.4K | 0.00% | −49−3.5% | Reduced |
| Massmutual Trust Co FSB | 1,488 | $40.5K | 0.00% | +181+13.8% | Added |