| Abound Wealth Management | 1 | $134 | 0.00% | −1−50.0% | Reduced |
| Kilter Group LLC | 1 | $134 | 0.00% | +1 | New |
| LRI Investments, LLC | 2 | $267 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 3 | $401 | 0.00% | −39−92.9% | Reduced |
| Retirement Wealth Solutions LLC | 3 | $401 | 0.00% | +3 | New |
| Bell Investment Advisors, Inc | 4 | $534 | 0.00% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 4 | $534 | 0.00% | +4 | New |
| Burk Holdings LLC | 4 | $534 | 0.00% | +4 | New |
| Spire Wealth Management | 5 | $714 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $801 | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 6 | $801 | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 7 | $934 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 7 | $934 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 7 | $934 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 7 | $934 | 0.00% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 7 | $934 | 0.00% | +7 | New |
| UMA Financial Services, Inc. | 7 | $935 | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 7 | $935 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 8 | $1.07K | 0.00% | +8 | New |
| Benson Wealth Management INC | 9 | $1.20K | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 9 | $1.20K | 0.00% | +9 | New |
| Arlington Trust Co LLC | 10 | $1.33K | 0.00% | +10 | New |
| GHP Investment Advisors, Inc. | 11 | $1.47K | 0.00% | +11 | New |
| Bare Financial Services, Inc | 12 | $1.60K | 0.00% | +7+140.0% | Added |
| Asset Dedication, LLC | 12 | $1.60K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 12 | $1.60K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 12 | $1.60K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 12 | $1.60K | 0.00% | +10+500.0% | Added |
| Whipplewood Advisors, LLC | 12 | $1.60K | 0.00% | +12 | New |
| Key Capital Management, INC | 13 | $1.74K | 0.00% | +13 | New |
| SHP Wealth Management | 14 | $1.87K | 0.00% | +4+40.0% | Added |
| IFP Advisors, Inc | 15 | $2.00K | 0.00% | −15−50.0% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 16 | $2.13K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 16 | $2.13K | 0.00% | +7+77.8% | Added |
| Root Financial Partners, LLC | 16 | $2.13K | 0.00% | +12+300.0% | Added |
| First Command Advisory Services, Inc. | 19 | $2.54K | 0.00% | +3+18.8% | Added |
| Investment Research & Advisory Group, Inc. | 19 | $2.54K | 0.00% | 00.0% | Unchanged |
| Richardson Capital Management LLC | 19 | $2.54K | 0.00% | +19 | New |
| Manning & Napier Advisors LLC | 21 | $2.73K | 0.00% | +5+31.3% | Added |
| Park Place Capital Corp | 21 | $2.80K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 24 | $3.20K | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 25 | $3.34K | 0.00% | 00.0% | Unchanged |
| Signature Equity Partners, LLC | 25 | $3.34K | 0.00% | +25 | New |
| Bravera Wealth | 30 | $4.00K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 34 | $4.54K | 0.00% | +34 | New |
| Financial Consulate, Inc | 35 | $4.67K | 0.00% | −2−5.4% | Reduced |
| GW&K Investment Management, LLC | 36 | $5.00K | 0.00% | +4+12.5% | Added |
| NBC Securities, Inc. | 43 | $5.74K | 0.00% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 43 | $5.74K | 0.00% | +43 | New |
| Rossby Financial, LCC | 48 | $6.42K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 51 | $6.81K | 0.00% | −38−42.7% | Reduced |
| Cornerstone Planning Group LLC | 51 | $7.24K | 0.00% | +9+21.4% | Added |
| JFS Wealth Advisors, LLC | 56 | $7.47K | 0.00% | −2−3.4% | Reduced |
| CoreCap Advisors, LLC | 62 | $8.28K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 65 | $8.69K | 0.00% | +5+8.3% | Added |
| Bessemer Group Inc | 69 | $9.00K | 0.00% | −115−62.5% | Reduced |
| Steward Partners Investment Advisory, LLC | 73 | $9.74K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 75 | $10.0K | 0.00% | −49−39.5% | Reduced |
| EFG International AG | 81 | $10.8K | 0.00% | +81 | New |
| Wellington-Altus USA Inc. | 65 | $11.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 85 | $11.3K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 87 | $11.6K | 0.00% | +5+6.1% | Added |
| Transamerica Financial Advisors, Inc. | 95 | $12.8K | 0.00% | −66−41.0% | Reduced |
| Three Bearings Fiduciary Advisors, Inc. | 96 | $12.8K | 0.01% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 97 | $12.9K | 0.00% | +97 | New |
| Albion Financial Group | 98 | $13.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 110 | $14.7K | 0.00% | −101−47.9% | Reduced |
| Golden State Wealth Management, LLC | 124 | $16.5K | 0.00% | 00.0% | Unchanged |
| Ninety One UK Ltd | 134 | $17.9K | 0.00% | +17+14.5% | Added |
| Wiser Advisor Group LLC | 140 | $18.8K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 153 | $20.4K | 0.00% | +32+26.4% | Added |
| Ancora Advisors, LLC | 160 | $21.4K | 0.00% | +91+131.9% | Added |
| MAI Capital Management | 161 | $21.5K | 0.00% | −16−9.0% | Reduced |
| Umb Bank N A | 190 | $25.4K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 190 | $25.4K | 0.01% | +190 | New |
| Owl Creek Wealth Partners LLC | 193 | $25.8K | 0.01% | +193 | New |
| Frazier Financial Advisors, LLC | 198 | $26.4K | 0.01% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 222 | $29.6K | 0.00% | +5+2.3% | Added |
| Boyd Watterson Asset Management LLC | 239 | $31.9K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 242 | $32.4K | 0.00% | +100+70.4% | Added |
| Advisory Services Network, LLC | 254 | $33.9K | 0.00% | +254 | New |
| Ares Financial Consulting, LLC | 263 | $35.2K | 0.03% | +263 | New |
| Parkside Financial Bank & Trust | 284 | $37.9K | 0.00% | −10−3.4% | Reduced |
| SRS Capital Advisors, Inc. | 290 | $38.7K | 0.00% | −483−62.5% | Reduced |
| TD Private Client Wealth LLC | 294 | $39.2K | 0.00% | −29−9.0% | Reduced |
| Brown Brothers Harriman & Co | 333 | $44.4K | 0.00% | +152+84.0% | Added |
| Hilltop National Bank | 334 | $44.6K | 0.01% | +16+5.0% | Added |
| SBI Securities Co., Ltd. | 437 | $58.3K | 0.00% | −2−0.5% | Reduced |
| Rothschild Investment LLC | 440 | $58.7K | 0.00% | +53+13.7% | Added |
| Cromwell Holdings LLC | 447 | $59.7K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 498 | $66.5K | 0.00% | −137−21.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 501 | $66.8K | 0.01% | +12+2.5% | Added |
| National Bank of Canada | 600 | $80.0K | 0.00% | −10−1.6% | Reduced |
| Caitong International Asset Management Co., Ltd | 737 | $98.4K | 0.02% | +471+177.1% | Added |
| Smartleaf Asset Management LLC | 835 | $108.7K | 0.00% | +21+2.6% | Added |
| Barclays PLC | 819 | $109.3K | 0.00% | +819 | New |
| Northwestern Mutual Wealth Management Co | 885 | $118.1K | 0.00% | +16+1.8% | Added |
| Assetmark, Inc | 897 | $119.7K | 0.00% | −234−20.7% | Reduced |
| Huntington National Bank | 969 | $129.3K | 0.00% | +43+4.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 974 | $130.0K | 0.00% | +974 | New |