| E Fund Management (Hong Kong) Co., Ltd. | 5 | $0 | 0.00% | +5 | New |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| WestEnd Advisors, LLC | 4 | $241 | 0.00% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 5 | $301 | 0.00% | +5 | New |
| Laurel Wealth Advisors LLC | 5 | $302 | 0.00% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 5 | $302 | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 5 | $302 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 7 | $420 | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8 | $482 | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 10 | $603 | 0.00% | −1,691−99.4% | Reduced |
| Delta Asset Management LLC | 10 | $603 | 0.00% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 11 | $663 | 0.00% | +11 | New |
| Riggs Asset Managment Co. Inc. | 14 | $844 | 0.00% | +2+16.7% | Added |
| Cassady Schiller Wealth Management, LLC | 15 | $904 | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 15 | $904 | 0.00% | +15 | New |
| Carolinas Wealth Consulting LLC | 15 | $905 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 18 | $998 | 0.00% | +17+1,700.0% | Added |
| Financial Management Professionals, Inc. | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 18 | $1.08K | 0.00% | +18 | New |
| CarsonAllaria Wealth Management, Ltd. | 20 | $1.21K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 21 | $1.27K | 0.00% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 22 | $1.33K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 22 | $1.33K | 0.00% | +5+29.4% | Added |
| Pineridge Advisors LLC | 23 | $1.39K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 23 | $1.39K | 0.00% | +3+15.0% | Added |
| TruNorth Capital Management, LLC | 25 | $1.51K | 0.00% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 25 | $1.51K | 0.00% | +25 | New |
| ICA Group Wealth Management, LLC | 29 | $1.75K | 0.00% | −3,747−99.2% | Reduced |
| Tortoise Investment Management, LLC | 30 | $1.81K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 34 | $1.96K | 0.00% | −4−10.5% | Reduced |
| SJS Investment Consulting Inc. | 33 | $1.99K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 35 | $2.11K | 0.00% | +35 | New |
| Financial Network Wealth Advisors LLC | 35 | $2.11K | 0.00% | +35 | New |
| 1832 Asset Management L.P. | 37 | $2.23K | 0.00% | −125−77.2% | Reduced |
| Sound Income Strategies, LLC | 45 | $2.71K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 45 | $2.71K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 47 | $2.83K | 0.00% | +47 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 48 | $2.89K | 0.00% | +48 | New |
| Valued Wealth Advisors LLC | 49 | $2.95K | 0.00% | +15+44.1% | Added |
| Avion Wealth | 66 | $3.00K | 0.00% | +2+3.1% | Added |
| Adirondack Trust Co | 50 | $3.01K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 50 | $3.01K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 50 | $3.01K | 0.00% | 00.0% | Unchanged |
| City State Bank | 50 | $3.01K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 51 | $3.07K | 0.00% | +7+15.9% | Added |
| Harbor Investment Advisory, LLC | 56 | $3.38K | 0.00% | −81−59.1% | Reduced |
| Concord Wealth Partners | 58 | $3.50K | 0.00% | −1,000−94.5% | Reduced |
| Dunhill Financial, LLC | 64 | $3.84K | 0.00% | +14+28.0% | Added |
| Fairway Wealth LLC | 70 | $4.22K | 0.00% | +70 | New |
| Raffa Wealth Management, LLC | 75 | $4.52K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 75 | $4.52K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 75 | $4.52K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 80 | $4.82K | 0.00% | −712−89.9% | Reduced |
| WealthCollab, LLC | 82 | $4.94K | 0.00% | +47+134.3% | Added |
| Arlington Trust Co LLC | 88 | $5.30K | 0.00% | −939−91.4% | Reduced |
| Park Place Capital Corp | 98 | $5.91K | 0.00% | −1,127−92.0% | Reduced |
| Clear Street Markets LLC | 101 | $6.00K | 0.00% | +101 | New |
| Glen Eagle Advisors, LLC | 100 | $6.03K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 110 | $6.63K | 0.00% | +28+34.1% | Added |
| Atlas Capital Advisors LLC | 115 | $6.93K | 0.00% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 115 | $6.93K | 0.00% | +115 | New |
| American Capital Advisory, LLC | 120 | $7.02K | 0.01% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 105 | $7.17K | 0.00% | 00.0% | Unchanged |
| Scarborough Advisors, LLC | 120 | $7.23K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 125 | $7.53K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 126 | $7.59K | 0.00% | −3−2.3% | Reduced |
| Princeton Global Asset Management LLC | 130 | $7.83K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 130 | $7.83K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 144 | $8.68K | 0.00% | −345−70.6% | Reduced |
| Valley National Advisers Inc | 160 | $9.00K | 0.00% | +75+88.2% | Added |
| Abich Financial Wealth Management LLC | 156 | $9.40K | 0.01% | +52+50.0% | Added |
| Beacon Capital Management, LLC | 165 | $9.95K | 0.00% | −675−80.4% | Reduced |
| GHP Investment Advisors, Inc. | 167 | $10.1K | 0.00% | +167 | New |
| Baldwin Brothers Inc | 171 | $10.3K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 176 | $10.6K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 179 | $10.8K | 0.00% | +24+15.5% | Added |
| Fortitude Family Office, LLC | 182 | $11.0K | 0.01% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 184 | $11.1K | 0.01% | −1,938−91.3% | Reduced |
| Raleigh Capital Management Inc. | 185 | $11.2K | 0.00% | +40+27.6% | Added |
| ORG Partners LLC | 202 | $12.1K | 0.00% | +181+861.9% | Added |
| Jamison Private Wealth Management, Inc. | 205 | $12.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 209 | $12.6K | 0.00% | +146+231.7% | Added |
| NVWM, LLC | 218 | $13.1K | 0.00% | −3−1.4% | Reduced |
| Whittier Trust Co | 220 | $13.3K | 0.00% | −75−25.4% | Reduced |
| Castleview Partners, LLC | 223 | $13.4K | 0.01% | +38+20.5% | Added |
| C M Bidwell & Associates Ltd | 225 | $13.6K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 225 | $13.6K | 0.01% | 00.0% | Unchanged |
| CGC Financial Services, LLC | 225 | $13.6K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 236 | $14.2K | 0.01% | +56+31.1% | Added |
| Naples Money Management LLC | 238 | $14.2K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 245 | $14.8K | 0.03% | 00.0% | Unchanged |
| Resources Management Corp | 250 | $15.0K | 0.00% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 250 | $15.1K | 0.00% | −2,924−92.1% | Reduced |
| Tacita Capital Inc | 261 | $15.7K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 266 | $16.0K | 0.00% | +40+17.7% | Added |
| Redwood Wealth Management Group, LLC | 290 | $17.5K | 0.01% | +290 | New |
| JJJ Advisors Inc. | 291 | $17.5K | 0.00% | −154−34.6% | Reduced |
| Stephens Consulting, LLC | 295 | $17.8K | 0.01% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 297 | $17.9K | 0.00% | +297 | New |
| McMahon Financial Advisors, LLC | 298 | $18.0K | 0.00% | +298 | New |