| Creekmur Asset Management LLC | 0 | $21 | 0.00% | 0 | Unchanged |
| Rialto Wealth Management, LLC | 1 | $328 | 0.00% | −1−50.0% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $328 | 0.00% | −1−50.0% | Reduced |
| Manchester Capital Management LLC | 1 | $328 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $328 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 2 | $632 | 0.00% | +2 | New |
| Caitong International Asset Management Co., Ltd | 2 | $656 | 0.00% | −177−98.9% | Reduced |
| Beacon Capital Management, LLC | 2 | $656 | 0.00% | −15−88.2% | Reduced |
| SJS Investment Consulting Inc. | 2 | $656 | 0.00% | −2−50.0% | Reduced |
| HFM Investment Advisors, LLC | 2 | $656 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 2 | $656 | 0.00% | +1+100.0% | Added |
| Quaker Wealth Management, LLC | 2 | $656 | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $656 | 0.00% | +2 | New |
| MV Capital Management, Inc. | 3 | $984 | 0.00% | −1−25.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 3 | $984 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $984 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 3 | $984 | 0.00% | +2+200.0% | Added |
| Stephens Consulting, LLC | 3 | $984 | 0.00% | +3 | New |
| Tradewinds Capital Management, LLC | 4 | $1.31K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 4 | $1.31K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 5 | $1.64K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 5 | $1.64K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.97K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 7 | $2.30K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 8 | $2.62K | 0.00% | −704−98.9% | Reduced |
| Bruce G. Allen Investments, LLC | 8 | $2.62K | 0.00% | −5−38.5% | Reduced |
| CBIZ Investment Advisory Services, LLC | 8 | $2.62K | 0.00% | +8 | New |
| Sachetta, LLC | 10 | $3.28K | 0.00% | +5+100.0% | Added |
| Ronald Blue Trust, Inc. | 10 | $3.28K | 0.00% | +6+150.0% | Added |
| Fortitude Family Office, LLC | 10 | $3.28K | 0.00% | +10 | New |
| Capital Advisors, Ltd. LLC | 13 | $4.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 13 | $4.26K | 0.00% | −3−18.8% | Reduced |
| Transce3nd, LLC | 14 | $4.59K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 15 | $4.92K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 15 | $4.92K | 0.00% | +15 | New |
| Kilter Group LLC | 15 | $4.92K | 0.00% | +15 | New |
| Union Savings Bank | 17 | $5.55K | 0.00% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 17 | $5.58K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 17 | $5.58K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 18 | $5.90K | 0.00% | +18 | New |
| Raffa Wealth Management, LLC | 19 | $6.23K | 0.00% | −6−24.0% | Reduced |
| JFS Wealth Advisors, LLC | 19 | $6.23K | 0.00% | −2−9.5% | Reduced |
| Creative Financial Designs Inc | 19 | $6.25K | 0.00% | −5−20.8% | Reduced |
| Cullen/Frost Bankers, Inc. | 20 | $6.56K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 21 | $6.89K | 0.00% | +9+75.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 21 | $6.89K | 0.00% | +21 | New |
| Newbridge Financial Services Group, Inc. | 21 | $6.89K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 22 | $7.00K | 0.00% | +12+120.0% | Added |
| ORG Partners LLC | 22 | $7.07K | 0.00% | +7+46.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 22 | $7.24K | 0.00% | +22 | New |
| Beaird Harris Wealth Management, LLC | 23 | $7.54K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 24 | $7.87K | 0.01% | −14−36.8% | Reduced |
| Valued Wealth Advisors LLC | 26 | $8.54K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 29 | $9.51K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 30 | $10.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 34 | $11.2K | 0.00% | +25+277.8% | Added |
| Salem Investment Counselors Inc | 37 | $12.1K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 38 | $12.5K | 0.00% | +4+11.8% | Added |
| Hurley Capital, LLC | 38 | $12.5K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 40 | $13.1K | 0.00% | −16−28.6% | Reduced |
| Grove Bank & Trust | 40 | $13.1K | 0.00% | −1−2.4% | Reduced |
| West Branch Capital LLC | 40 | $13.1K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 43 | $13.8K | 0.00% | +43 | New |
| Rakuten Securities, Inc. | 43 | $14.1K | 0.01% | −66−60.6% | Reduced |
| Cherry Tree Wealth Management, LLC | 44 | $14.4K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 45 | $14.8K | 0.00% | −2−4.3% | Reduced |
| Morgan Dempsey Capital Management LLC | 47 | $15.4K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 49 | $16.1K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 50 | $16.4K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $18.0K | 0.00% | −4−6.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 56 | $18.4K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 58 | $19.0K | 0.02% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 64 | $21.0K | 0.00% | −84−56.8% | Reduced |
| DT Investment Partners, LLC | 66 | $21.6K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 71 | $23.3K | 0.00% | 00.0% | Unchanged |
| Ossiam | 77 | $25.3K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 81 | $26.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 84 | $27.6K | 0.00% | +1+1.2% | Added |
| Sunbelt Securities, Inc. | 116 | $27.6K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 88 | $28.9K | 0.00% | +86+4,300.0% | Added |
| Global Retirement Partners, LLC | 88 | $28.9K | 0.00% | +88 | New |
| Penserra Capital Management LLC | 90 | $29.0K | 0.00% | −2,534−96.6% | Reduced |
| Costello Asset Management, INC | 100 | $32.8K | 0.01% | 00.0% | Unchanged |
| West Oak Capital, LLC | 100 | $32.8K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 101 | $33.0K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 101 | $33.1K | 0.02% | −82−44.8% | Reduced |
| Compass Financial Services Inc | 110 | $36.1K | 0.02% | 00.0% | Unchanged |
| Bokf, NA | 111 | $36.4K | 0.00% | +111 | New |
| Whipplewood Advisors, LLC | 112 | $36.7K | 0.02% | +38+51.4% | Added |
| Private Trust Co NA | 123 | $40.3K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 124 | $40.7K | 0.00% | −334−72.9% | Reduced |
| Pittenger & Anderson Inc | 125 | $41.0K | 0.00% | +4+3.3% | Added |
| Ridgewood Investments LLC | 131 | $43.0K | 0.02% | +35+36.5% | Added |
| Cornerstone Planning Group LLC | 139 | $43.5K | 0.01% | −21−13.1% | Reduced |
| Larson Financial Group LLC | 133 | $43.6K | 0.00% | +90+209.3% | Added |
| Whittier Trust Co | 135 | $44.3K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 135 | $44.4K | 0.00% | −61−31.1% | Reduced |
| Truvestments Capital LLC | 145 | $47.6K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 154 | $50.5K | 0.00% | −79−33.9% | Reduced |
| GeoWealth Management, LLC | 155 | $50.8K | 0.00% | +155 | New |