| Y.D. More Investments Ltd | 51 | $22 | 0.00% | −6−10.5% | Reduced |
| Napier Financial, LLC | 1 | $139 | 0.00% | +1 | New |
| Arcadia Investment Management Corp | 1 | $140 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $140 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1 | $140 | 0.00% | +1 | New |
| 3 Factor Indexing, LLC | 1 | $140 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $153 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 2 | $278 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $278 | 0.00% | +2 | New |
| Quaker Wealth Management, LLC | 2 | $279 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 3 | $418 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 4 | $557 | 0.00% | −1,150−99.7% | Reduced |
| CoreCap Advisors, LLC | 4 | $557 | 0.00% | −90−95.7% | Reduced |
| Bogart Wealth, LLC | 4 | $557 | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 4 | $557 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 4 | $557 | 0.00% | +4 | New |
| Activest Wealth Management | 4 | $557 | 0.00% | +4 | New |
| Intentional Wealth Strategies, LLC | 4 | $557 | 0.00% | +4 | New |
| Salomon & Ludwin, LLC | 4 | $570 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 4 | $617 | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 5 | $696 | 0.00% | −1−16.7% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 5 | $696 | 0.00% | 00.0% | Unchanged |
| NorthAvenue LLC | 5 | $696 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 5 | $696 | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5 | $696 | 0.00% | +5 | New |
| USA Financial Portformulas Corp | 6 | $835 | 0.00% | −600−99.0% | Reduced |
| Vermillion Wealth Management, Inc. | 6 | $835 | 0.00% | +6 | New |
| Synergy Investment Management, LLC | 6 | $835 | 0.00% | +6 | New |
| Kayne Anderson Rudnick Investment Management LLC | 7 | $974 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 7 | $974 | 0.00% | +7 | New |
| Avion Wealth | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 8 | $1.11K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 8 | $1.11K | 0.00% | +3+60.0% | Added |
| Torren Management, LLC | 8 | $1.13K | 0.00% | −258−97.0% | Reduced |
| Anchor Investment Management, LLC | 9 | $1.25K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $1.25K | 0.00% | +1+12.5% | Added |
| Clark Wealth Partners | 9 | $1.25K | 0.00% | +5+125.0% | Added |
| NBT Bank N A | 10 | $1.39K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 11 | $1.58K | 0.00% | +1+10.0% | Added |
| TFC Financial Management | 12 | $1.67K | 0.00% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 12 | $1.67K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 13 | $1.81K | 0.00% | −409−96.9% | Reduced |
| Raffa Wealth Management, LLC | 13 | $1.81K | 0.00% | +2+18.2% | Added |
| Whipplewood Advisors, LLC | 13 | $1.81K | 0.00% | +13 | New |
| Tidemark, LLC | 14 | $1.95K | 0.00% | +14 | New |
| Clayton Financial Group LLC | 15 | $2.09K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 17 | $2.37K | 0.00% | −3−15.0% | Reduced |
| Rialto Wealth Management, LLC | 17 | $2.37K | 0.00% | +3+21.4% | Added |
| Bay Harbor Wealth Management, LLC | 18 | $2.50K | 0.00% | +8+80.0% | Added |
| Whittier Trust Co of Nevada Inc | 18 | $2.58K | 0.00% | +10+125.0% | Added |
| Financial Network Wealth Advisors LLC | 19 | $2.64K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 19 | $2.65K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 20 | $2.78K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 21 | $2.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 24 | $3.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 22 | $3.06K | 0.00% | −5−18.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 22 | $3.06K | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 22 | $3.06K | 0.00% | +22 | New |
| UMA Financial Services, Inc. | 24 | $3.34K | 0.00% | +11+84.6% | Added |
| Key Financial Inc | 27 | $3.76K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 28 | $3.90K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 31 | $4.32K | 0.00% | +23+287.5% | Added |
| JPL Wealth Management, LLC | 32 | $4.45K | 0.00% | +32 | New |
| Chilton Capital Management LLC | 33 | $4.59K | 0.00% | −33−50.0% | Reduced |
| Rossby Financial, LCC | 33 | $4.63K | 0.00% | +9+37.5% | Added |
| TD Capital Management LLC | 33 | $4.64K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 37 | $5.15K | 0.00% | +37 | New |
| Bell Investment Advisors, Inc | 39 | $5.43K | 0.00% | −2−4.9% | Reduced |
| Financial Consulate, Inc | 39 | $5.43K | 0.00% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 44 | $6.12K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 47 | $6.54K | 0.00% | +47 | New |
| SJS Investment Consulting Inc. | 50 | $6.96K | 0.00% | +38+316.7% | Added |
| Country Trust Bank | 52 | $7.24K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 52 | $7.24K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 56 | $7.79K | 0.00% | +1+1.8% | Added |
| Covestor Ltd | 56 | $8.00K | 0.01% | −97−63.4% | Reduced |
| Boreal Capital Management LLC | 58 | $8.07K | 0.01% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 59 | $8.21K | 0.00% | +12+25.5% | Added |
| Triumph Capital Management | 60 | $8.35K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 61 | $8.49K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 61 | $8.49K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 63 | $8.77K | 0.00% | +63 | New |
| Pin Oak Investment Advisors Inc | 62 | $9.00K | 0.01% | 00.0% | Unchanged |
| St Germain D J Co Inc | 65 | $9.05K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 67 | $9.32K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 71 | $9.88K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 76 | $10.6K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 77 | $10.7K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 78 | $10.9K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 80 | $11.1K | 0.00% | +80 | New |
| Fortitude Family Office, LLC | 81 | $11.3K | 0.00% | +42+107.7% | Added |
| Grove Bank & Trust | 82 | $11.4K | 0.00% | 00.0% | Unchanged |
| Tacita Capital Inc | 90 | $12.5K | 0.01% | +90 | New |
| JFS Wealth Advisors, LLC | 109 | $15.2K | 0.00% | −4−3.5% | Reduced |
| Manchester Capital Management LLC | 118 | $16.4K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 120 | $16.7K | 0.00% | −120−50.0% | Reduced |
| RWM Asset Management, LLC | 120 | $16.7K | 0.00% | +120 | New |
| S&T Bank | 132 | $18.4K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 133 | $18.5K | 0.00% | −1−0.7% | Reduced |
| Aventura Private Wealth, LLC | 135 | $18.8K | 0.01% | 00.0% | Unchanged |