| True Wealth Design, LLC | 1 | $61 | 0.00% | −3−75.0% | Reduced |
| High Note Wealth, LLC | 2 | $122 | 0.00% | −50−96.2% | Reduced |
| Greenline Partners, LLC | 2 | $122 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 3 | $162 | 0.00% | −1−25.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $182 | 0.00% | +3 | New |
| Sunbelt Securities, Inc. | 3 | $183 | 0.00% | +3 | New |
| Golden State Wealth Management, LLC | 3 | $183 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 4 | $244 | 0.00% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 4 | $253 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 5 | $305 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 5 | $305 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 6 | $365 | 0.00% | +6 | New |
| Aventura Private Wealth, LLC | 8 | $487 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 8 | $487 | 0.00% | +8 | New |
| Cornerstone Planning Group LLC | 10 | $521 | 0.00% | −11−52.4% | Reduced |
| Cromwell Holdings LLC | 10 | $609 | 0.00% | +10 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 11 | $669 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 15 | $913 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 15 | $914 | 0.00% | +15 | New |
| Capital Advisors, Ltd. LLC | 17 | $1.00K | 0.00% | −115−87.1% | Reduced |
| Park Place Capital Corp | 17 | $1.03K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $1.10K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 18 | $1.10K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 23 | $1.40K | 0.00% | +7+43.8% | Added |
| Trifecta Capital Advisors, LLC | 23 | $1.40K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $1.46K | 0.00% | +1+4.3% | Added |
| JNBA Financial Advisors | 25 | $1.52K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 25 | $1.52K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 26 | $1.58K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 29 | $1.77K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 30 | $1.83K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 30 | $1.83K | 0.00% | +16+114.3% | Added |
| Larson Financial Group LLC | 31 | $1.89K | 0.00% | −3−8.8% | Reduced |
| Zions Bancorporation, National Association | 31 | $1.89K | 0.00% | +31 | New |
| Parkside Financial Bank & Trust | 30 | $1.99K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 43 | $2.62K | 0.00% | −40−48.2% | Reduced |
| Cherry Tree Wealth Management, LLC | 43 | $2.62K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 45 | $2.74K | 0.00% | 00.0% | Unchanged |
| Saudi Central Bank | 49 | $2.98K | 0.02% | +49 | New |
| South State Corp. | 49 | $2.98K | 0.00% | +49 | New |
| Independence Bank of Kentucky | 50 | $3.04K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 50 | $3.04K | 0.01% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 50 | $3.04K | 0.00% | +32+177.8% | Added |
| Parvin Asset Management, LLC | 55 | $3.35K | 0.00% | +55 | New |
| Bruce G. Allen Investments, LLC | 56 | $3.41K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 57 | $3.47K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 58 | $3.53K | 0.00% | +58 | New |
| Evelyn Partners Investment Management LLP | 60 | $3.65K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 61 | $3.71K | 0.00% | −614−91.0% | Reduced |
| Sierra Ocean, LLC | 61 | $3.72K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 62 | $3.77K | 0.00% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 65 | $3.94K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 61 | $4.00K | 0.00% | +61 | New |
| Whipplewood Advisors, LLC | 89 | $4.75K | 0.00% | +4+4.7% | Added |
| IAG Wealth Partners, LLC | 80 | $4.87K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 81 | $4.93K | 0.00% | −9−10.0% | Reduced |
| Brown Brothers Harriman & Co | 83 | $5.05K | 0.00% | −30−26.5% | Reduced |
| Grove Bank & Trust | 85 | $5.17K | 0.00% | +85 | New |
| Private Wealth Management Group, LLC | 87 | $5.30K | 0.00% | −3−3.3% | Reduced |
| Farmers & Merchants Investments Inc | 90 | $5.48K | 0.00% | +41+83.7% | Added |
| Rialto Wealth Management, LLC | 90 | $5.48K | 0.00% | +90 | New |
| Leonteq Securities AG | 99 | $6.03K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 100 | $6.09K | 0.00% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 100 | $6.09K | 0.00% | +100 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 106 | $6.45K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 107 | $6.51K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 108 | $6.58K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 117 | $7.15K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 118 | $7.18K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 118 | $7.18K | 0.00% | +68+136.0% | Added |
| Boyd Watterson Asset Management LLC | 123 | $7.49K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 130 | $7.92K | 0.00% | +18+16.1% | Added |
| CoreCap Advisors, LLC | 130 | $7.94K | 0.00% | −84−39.3% | Reduced |
| Covestor Ltd | 135 | $8.00K | 0.01% | +1+0.7% | Added |
| Canada Pension Plan Investment Board | 144 | $8.77K | 0.00% | +144 | New |
| AllSquare Wealth Management LLC | 155 | $9.44K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 160 | $9.74K | 0.00% | +160 | New |
| Birchbrook, Inc. | 160 | $9.74K | 0.01% | +160 | New |
| Boston Private Wealth LLC | 187 | $11.4K | 0.00% | +187 | New |
| Fortitude Family Office, LLC | 189 | $11.5K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 193 | $11.8K | 0.00% | +17+9.7% | Added |
| Anchor Investment Management, LLC | 200 | $12.2K | 0.00% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 200 | $12.2K | 0.02% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 200 | $12.2K | 0.01% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 200 | $12.2K | 0.01% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 200 | $12.2K | 0.01% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 200 | $12.2K | 0.01% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 200 | $12.2K | 0.00% | +200 | New |
| Whittier Trust Co of Nevada Inc | 201 | $12.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 204 | $12.4K | 0.00% | +107+110.3% | Added |
| Kentucky Trust Co | 210 | $12.8K | 0.01% | 00.0% | Unchanged |
| Montag A & Associates Inc | 220 | $13.4K | 0.00% | −200−47.6% | Reduced |
| AdvisorNet Financial, Inc | 222 | $13.5K | 0.00% | +186+516.7% | Added |
| Old Point Trust & Financial Services N A | 239 | $14.6K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 246 | $15.0K | 0.00% | −14−5.4% | Reduced |
| Ronald Blue Trust, Inc. | 246 | $15.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 253 | $15.4K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 255 | $15.5K | 0.01% | −200−44.0% | Reduced |
| Medallion Wealth Advisors, LLC | 260 | $15.8K | 0.01% | +60+30.0% | Added |
| National Bank of Canada | 276 | $16.8K | 0.00% | +162+142.1% | Added |