| Abound Wealth Management | 2 | $282 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2 | $282 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2 | $282 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 4 | $563 | 0.00% | −23−85.2% | Reduced |
| Bell Investment Advisors, Inc | 4 | $564 | 0.00% | +4 | New |
| Bare Financial Services, Inc | 5 | $704 | 0.00% | +5 | New |
| Spire Wealth Management | 5 | $753 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $845 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6 | $845 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 7 | $986 | 0.00% | −3−30.0% | Reduced |
| NBT Bank N A | 7 | $986 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $986 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 7 | $986 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 7 | $986 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 7 | $986 | 0.00% | +7 | New |
| Principia Wealth Advisory, LLC | 9 | $1.27K | 0.00% | +2+28.6% | Added |
| Benson Wealth Management INC | 9 | $1.27K | 0.00% | +9 | New |
| Bruce G. Allen Investments, LLC | 10 | $1.41K | 0.00% | −14−58.3% | Reduced |
| HM Payson & Co | 10 | $1.41K | 0.00% | +10 | New |
| SHP Wealth Management | 10 | $1.41K | 0.00% | +10 | New |
| Tompkins Financial Corp | 11 | $1.55K | 0.00% | +11 | New |
| Asset Dedication, LLC | 12 | $1.69K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $1.69K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $1.69K | 0.00% | +12 | New |
| Signature Resources Capital Management, LLC | 15 | $2.11K | 0.00% | +15 | New |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $2.25K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 16 | $2.25K | 0.00% | +12+300.0% | Added |
| Manning & Napier Advisors LLC | 16 | $2.27K | 0.00% | +16 | New |
| Federation des caisses Desjardins du Quebec | 18 | $2.54K | 0.00% | −519−96.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 19 | $2.68K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 20 | $2.82K | 0.00% | 00.0% | Unchanged |
| Wealth Watch Advisors, INC | 20 | $2.82K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 21 | $2.96K | 0.00% | +21 | New |
| South State Corp. | 23 | $3.24K | 0.00% | +23 | New |
| Independence Bank of Kentucky | 24 | $3.38K | 0.00% | +24 | New |
| MPWM Advisory Solutions, LLC | 25 | $3.52K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 28 | $3.94K | 0.00% | +28 | New |
| City Holding Co | 29 | $4.08K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 30 | $4.22K | 0.00% | +15+100.0% | Added |
| Bravera Wealth | 30 | $4.22K | 0.00% | +30 | New |
| GW&K Investment Management, LLC | 32 | $5.00K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 37 | $5.21K | 0.00% | +18+94.7% | Added |
| Cornerstone Planning Group LLC | 42 | $5.68K | 0.00% | +8+23.5% | Added |
| SJS Investment Consulting Inc. | 42 | $5.92K | 0.00% | +42 | New |
| NBC Securities, Inc. | 43 | $6.05K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 48 | $6.76K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 58 | $8.17K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 60 | $8.35K | 0.00% | +47+361.5% | Added |
| CoreCap Advisors, LLC | 62 | $8.73K | 0.00% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 65 | $9.15K | 0.01% | +65 | New |
| Ancora Advisors, LLC | 69 | $9.72K | 0.00% | +69 | New |
| Garton & Associates Financial Advisors LLC | 69 | $9.75K | 0.01% | +69 | New |
| SageView Advisory Group, LLC | 70 | $9.86K | 0.00% | +70 | New |
| Steward Partners Investment Advisory, LLC | 73 | $10.3K | 0.00% | +12+19.7% | Added |
| Salomon & Ludwin, LLC | 82 | $11.3K | 0.00% | +6+7.9% | Added |
| Central Trust Co | 85 | $12.0K | 0.00% | +4+4.9% | Added |
| Park Square Financial Group, LLC | 96 | $12.0K | 0.07% | +96 | New |
| True Wealth Design, LLC | 89 | $12.5K | 0.00% | +12+15.6% | Added |
| Three Bearings Fiduciary Advisors, Inc. | 96 | $13.2K | 0.01% | +96 | New |
| Albion Financial Group | 98 | $13.8K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 107 | $15.1K | 0.00% | −27,556−99.6% | Reduced |
| Ninety One UK Ltd | 117 | $16.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 121 | $17.0K | 0.00% | +76+168.9% | Added |
| Golden State Wealth Management, LLC | 124 | $17.5K | 0.00% | +10+8.8% | Added |
| Essential Partners LLC | 124 | $17.5K | 0.01% | +46+59.0% | Added |
| Wiser Advisor Group LLC | 140 | $19.8K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 142 | $20.0K | 0.00% | −18−11.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 161 | $22.7K | 0.00% | +161 | New |
| MAI Capital Management | 177 | $24.9K | 0.00% | +11+6.6% | Added |
| Brown Brothers Harriman & Co | 181 | $25.5K | 0.00% | +116+178.5% | Added |
| Bessemer Group Inc | 184 | $26.0K | 0.00% | +88+91.7% | Added |
| Umb Bank N A | 190 | $26.8K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 198 | $27.9K | 0.02% | 00.0% | Unchanged |
| Fifth Third Bancorp | 211 | $29.7K | 0.00% | +111+111.0% | Added |
| Cullen/Frost Bankers, Inc. | 217 | $30.5K | 0.00% | +91+72.2% | Added |
| Boyd Watterson Asset Management LLC | 239 | $33.7K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 266 | $37.5K | 0.01% | +253+1,946.2% | Added |
| Global Retirement Partners, LLC | 269 | $37.9K | 0.00% | +226+525.6% | Added |
| Parkside Financial Bank & Trust | 294 | $41.4K | 0.00% | +10+3.5% | Added |
| Hilltop National Bank | 318 | $44.8K | 0.01% | −37−10.4% | Reduced |
| TD Private Client Wealth LLC | 323 | $45.5K | 0.00% | +1+0.3% | Added |
| TD Waterhouse Canada Inc. | 375 | $52.8K | 0.00% | +135+56.3% | Added |
| Rothschild Investment LLC | 387 | $54.5K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 429 | $60.4K | 0.00% | +429 | New |
| SBI Securities Co., Ltd. | 439 | $61.8K | 0.00% | +76+20.9% | Added |
| Cromwell Holdings LLC | 447 | $63.0K | 0.03% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 489 | $68.8K | 0.01% | +489 | New |
| National Bank of Canada | 610 | $85.8K | 0.00% | −188−23.6% | Reduced |
| CWM, LLC | 635 | $89.0K | 0.00% | +225+54.9% | Added |
| UBS Asset Management Americas Inc | 640 | $90.1K | 0.00% | +640 | New |
| SRS Capital Advisors, Inc. | 773 | $108.9K | 0.00% | +459+146.2% | Added |
| Smartleaf Asset Management LLC | 814 | $115.3K | 0.00% | +50+6.5% | Added |
| Northwestern Mutual Wealth Management Co | 869 | $122.4K | 0.00% | +197+29.3% | Added |
| Huntington National Bank | 926 | $130.4K | 0.00% | −132−12.5% | Reduced |
| Allworth Financial LP | 1,047 | $147.4K | 0.00% | +3+0.3% | Added |
| Assetmark, Inc | 1,131 | $159.2K | 0.00% | +37+3.4% | Added |
| Parallel Advisors, LLC | 1,180 | $166.2K | 0.00% | +136+13.0% | Added |
| Farther Finance Advisors, LLC | 1,328 | $187.0K | 0.00% | +855+180.8% | Added |
| Kestra Advisory Services, LLC | 1,427 | $200.9K | 0.00% | +1,427 | New |
| EverSource Wealth Advisors, LLC | 1,455 | $204.9K | 0.01% | +199+15.8% | Added |