| Creative Financial Designs Inc | 0 | $2 | 0.00% | 0 | Unchanged |
| Dunhill Financial, LLC | 1 | $149 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $207 | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 1 | $207 | 0.00% | +1 | New |
| USA Financial Portformulas Corp | 2 | $413 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 2 | $414 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $414 | 0.00% | +2 | New |
| McGuire Capital Advisors Inc | 2 | $423 | 0.00% | +2 | New |
| SBI Securities Co., Ltd. | 3 | $620 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 3 | $621 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $621 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $621 | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 3 | $621 | 0.00% | +3 | New |
| Retirement Wealth Solutions LLC | 4 | $827 | 0.00% | −12−75.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $827 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $827 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 4 | $827 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $828 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 4 | $829 | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 3 | $1.00K | 0.00% | +3 | New |
| Central Trust Co | 5 | $1.03K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 5 | $1.04K | 0.00% | +5 | New |
| Fortitude Family Office, LLC | 6 | $1.24K | 0.00% | −4−40.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 6 | $1.24K | 0.00% | +2+50.0% | Added |
| Albion Financial Group | 6 | $1.24K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7 | $1.51K | 0.00% | −5−41.7% | Reduced |
| J.Safra Asset Management Corp | 9 | $1.86K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 10 | $2.07K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 12 | $2.50K | 0.00% | −11−47.8% | Reduced |
| Quattro Advisors LLC | 14 | $2.89K | 0.00% | +14 | New |
| Zions Bancorporation, National Association | 16 | $3.31K | 0.00% | +16 | New |
| Bell Investment Advisors, Inc | 18 | $3.72K | 0.00% | −4−18.2% | Reduced |
| SRS Capital Advisors, Inc. | 19 | $3.93K | 0.00% | −115−85.8% | Reduced |
| MidFirst Bank | 1,200 | $4.13K | 0.00% | +1,200 | New |
| Meeder Asset Management Inc | 21 | $4.34K | 0.00% | +21 | New |
| Keating Financial Advisory Services, Inc. | 21 | $4.34K | 0.00% | +21 | New |
| Frazier Financial Advisors, LLC | 23 | $4.75K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 20 | $4.93K | 0.03% | +20 | New |
| Red Tortoise LLC | 24 | $4.96K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 26 | $5.71K | 0.05% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 29 | $5.99K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 31 | $6.41K | 0.00% | +25+416.7% | Added |
| WPG Advisers, LLC | 33 | $6.82K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 35 | $7.23K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $8.48K | 0.00% | +7+20.6% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 45 | $9.00K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 45 | $9.30K | 0.00% | +45 | New |
| Costello Asset Management, INC | 46 | $9.44K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 46 | $9.51K | 0.00% | +46 | New |
| AdvisorNet Financial, Inc | 47 | $9.78K | 0.00% | +4+9.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 48 | $9.92K | 0.00% | +48 | New |
| First Horizon Corp | 53 | $11.0K | 0.00% | +9+20.5% | Added |
| Elyxium Wealth, LLC | 56 | $11.6K | 0.00% | +56 | New |
| Parkside Financial Bank & Trust | 60 | $12.4K | 0.00% | −25−29.4% | Reduced |
| Caitlin John, LLC | 67 | $13.8K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 68 | $14.1K | 0.00% | +6+9.7% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 80 | $16.5K | 0.01% | +62+344.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 79 | $16.7K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 82 | $16.9K | 0.00% | −23−21.9% | Reduced |
| Activest Wealth Management | 85 | $17.6K | 0.00% | +85 | New |
| Atlantic Trust, LLC | 87 | $18.0K | 0.00% | +3+3.6% | Added |
| Torren Management, LLC | 88 | $18.2K | 0.01% | +88 | New |
| Nomura Asset Management Co Ltd | 92 | $19.0K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 92 | $19.0K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 98 | $20.3K | 0.00% | −7−6.7% | Reduced |
| Garner Asset Management Corp | 100 | $20.7K | 0.01% | +100 | New |
| Community Bank, N.A. | 102 | $21.1K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 102 | $21.1K | 0.00% | −272−72.7% | Reduced |
| Private Trust Co NA | 108 | $22.3K | 0.00% | 00.0% | Unchanged |
| Security National Bank | 111 | $22.9K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 118 | $24.4K | 0.00% | −5−4.1% | Reduced |
| SJS Investment Consulting Inc. | 128 | $26.5K | 0.00% | +122+2,033.3% | Added |
| DT Investment Partners, LLC | 130 | $26.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 132 | $27.3K | 0.00% | +96+266.7% | Added |
| IFP Advisors, Inc | 137 | $28.3K | 0.00% | +109+389.3% | Added |
| Los Angeles Capital Management LLC | 136 | $29.2K | 0.00% | +136 | New |
| Measured Wealth Private Client Group, LLC | 148 | $30.6K | 0.01% | 00.0% | Unchanged |
| MAI Capital Management | 170 | $35.2K | 0.00% | +54+46.6% | Added |
| Wellington-Altus USA Inc. | 175 | $36.2K | 0.03% | +175 | New |
| Bruce G. Allen Investments, LLC | 194 | $40.1K | 0.03% | +193+19,300.0% | Added |
| Tripletail Wealth Management, LLC | 226 | $46.7K | 0.06% | −113−33.3% | Reduced |
| Parallel Advisors, LLC | 226 | $46.7K | 0.00% | +3+1.3% | Added |
| Huntington National Bank | 233 | $48.2K | 0.00% | −7−2.9% | Reduced |
| Quent Capital, LLC | 239 | $49.4K | 0.00% | +9+3.9% | Added |
| Hantz Financial Services, Inc. | 263 | $54.0K | 0.00% | −108−29.1% | Reduced |
| Strategic Wealth Partners, Ltd. | 277 | $57.3K | 0.00% | −50−15.3% | Reduced |
| Global Retirement Partners, LLC | 282 | $58.3K | 0.00% | +261+1,242.9% | Added |
| Versant Capital Management, Inc | 283 | $58.5K | 0.01% | +156+122.8% | Added |
| Essential Partners LLC | 294 | $60.8K | 0.02% | +292+14,600.0% | Added |
| EverSource Wealth Advisors, LLC | 324 | $67.0K | 0.00% | +8+2.5% | Added |
| Covestor Ltd | 326 | $68.0K | 0.04% | −133−29.0% | Reduced |
| Harbor Investment Advisory, LLC | 348 | $71.9K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment LLC | 374 | $77.3K | 0.00% | +370+9,250.0% | Added |
| Signaturefd, LLC | 389 | $80.4K | 0.00% | +53+15.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 397 | $82.0K | 0.00% | +116+41.3% | Added |
| Atlantic Union Bankshares Corp | 400 | $82.7K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 400 | $82.7K | 0.00% | +100+33.3% | Added |
| Hilltop National Bank | 413 | $85.4K | 0.02% | +413 | New |
| Ronald Blue Trust, Inc. | 434 | $89.7K | 0.00% | −473−52.1% | Reduced |