| Murphy & Mullick Capital Management Corp | 4 | $117 | 0.00% | +4 | New |
| Central Trust Co | 5 | $146 | 0.00% | +5 | New |
| Toth Financial Advisory Corp | 5 | $147 | 0.00% | +5 | New |
| Kilter Group LLC | 8 | $234 | 0.00% | +8 | New |
| Rothschild Investment LLC | 9 | $252 | 0.00% | +9 | New |
| CIBC Private Wealth Group, LLC | 14 | $409 | 0.00% | +14 | New |
| Godfrey Financial Associates, Inc. | 19 | $555 | 0.00% | +19 | New |
| Bogart Wealth, LLC | 20 | $584 | 0.00% | −100−83.3% | Reduced |
| American Capital Advisory, LLC | 20 | $585 | 0.00% | −4−16.7% | Reduced |
| Abound Wealth Management | 20 | $585 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 21 | $614 | 0.00% | +21 | New |
| Cullen/Frost Bankers, Inc. | 25 | $731 | 0.00% | +25 | New |
| St Germain D J Co Inc | 30 | $877 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 30 | $910 | 0.00% | +24+400.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $1.02K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 35 | $1.02K | 0.00% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 35 | $1.02K | 0.00% | +35 | New |
| First Command Advisory Services, Inc. | 40 | $1.17K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 42 | $1.23K | 0.00% | +2+5.0% | Added |
| SJS Investment Consulting Inc. | 42 | $1.23K | 0.00% | +42 | New |
| Nemes Rush Group LLC | 67 | $1.96K | 0.00% | +67 | New |
| Geneos Wealth Management Inc. | 70 | $2.04K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 70 | $2.04K | 0.00% | +70 | New |
| Transamerica Financial Advisors, Inc. | 75 | $2.19K | 0.00% | +9+13.6% | Added |
| NBC Securities, Inc. | 76 | $2.22K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 79 | $2.29K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 81 | $2.36K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 87 | $2.54K | 0.00% | −18−17.1% | Reduced |
| IMA Wealth, Inc. | 93 | $2.72K | 0.00% | +93 | New |
| CX Institutional | 95 | $3.00K | 0.00% | +45+90.0% | Added |
| Principia Wealth Advisory, LLC | 106 | $3.10K | 0.00% | −7−6.2% | Reduced |
| JNBA Financial Advisors | 109 | $3.19K | 0.00% | +109 | New |
| Bartlett & Co. Wealth Management LLC | 115 | $3.36K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 116 | $3.39K | 0.00% | +116 | New |
| North Star Investment Management Corp. | 125 | $3.65K | 0.00% | +125 | New |
| Creative Financial Designs Inc | 135 | $3.94K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 140 | $4.09K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 160 | $4.67K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 159 | $4.68K | 0.00% | +159 | New |
| Signature Equity Partners, LLC | 161 | $4.70K | 0.00% | +161 | New |
| CVA Family Office, LLC | 168 | $4.91K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 175 | $5.11K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 185 | $5.41K | 0.00% | 00.0% | Unchanged |
| Bangor Savings Bank | 233 | $6.81K | 0.00% | +233 | New |
| Bell Investment Advisors, Inc | 235 | $6.87K | 0.00% | +95+67.9% | Added |
| Cornerstone Financial Management LLC | 237 | $6.92K | 0.01% | +237 | New |
| Parkside Financial Bank & Trust | 245 | $7.16K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 245 | $7.16K | 0.00% | +245 | New |
| Steward Partners Investment Advisory, LLC | 260 | $7.60K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 268 | $7.83K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 265 | $8.00K | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 278 | $8.14K | 0.00% | +278 | New |
| UMA Financial Services, Inc. | 290 | $8.47K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 314 | $9.17K | 0.00% | +314 | New |
| GWM Advisors LLC | 320 | $9.35K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 342 | $9.99K | 0.00% | +153+81.0% | Added |
| MAI Capital Management | 390 | $11.4K | 0.00% | +30+8.3% | Added |
| Northwestern Mutual Wealth Management Co | 417 | $12.2K | 0.00% | −70−14.4% | Reduced |
| Albion Financial Group | 475 | $13.9K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 483 | $14.1K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 495 | $14.5K | 0.00% | 00.0% | Unchanged |
| SageView Advisory Group, LLC | 495 | $14.5K | 0.00% | +495 | New |
| Evolution Wealth Management Inc. | 500 | $14.6K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 516 | $15.1K | 0.00% | +161+45.4% | Added |
| Sound Income Strategies, LLC | 544 | $16.7K | 0.00% | +544 | New |
| Bayban | 590 | $17.2K | 0.02% | +590 | New |
| Jones Financial Companies LLLP | 664 | $19.4K | 0.00% | +31+4.9% | Added |
| Acadian Asset Management LLC | 685 | $20.0K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 750 | $21.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 725 | $21.2K | 0.00% | +298+69.8% | Added |
| Umb Bank N A | 740 | $21.6K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 744 | $22.2K | 0.00% | +271+57.3% | Added |
| Manchester Capital Management LLC | 790 | $23.1K | 0.00% | +720+1,028.6% | Added |
| Bessemer Group Inc | 852 | $25.0K | 0.00% | +530+164.6% | Added |
| Harbor Asset Planning, Inc. | 905 | $26.4K | 0.02% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 965 | $28.2K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 968 | $28.3K | 0.00% | +968 | New |
| Allworth Financial LP | 1,033 | $30.2K | 0.00% | +149+16.9% | Added |
| V-Square Quantitative Management LLC | 1,149 | $33.6K | 0.00% | +1,149 | New |
| Kestra Advisory Services, LLC | 1,198 | $35.0K | 0.00% | +1,198 | New |
| Ronald Blue Trust, Inc. | 1,402 | $41.0K | 0.00% | −132−8.6% | Reduced |
| Russell Investments Group, Ltd. | 1,494 | $43.7K | 0.00% | −3,003−66.8% | Reduced |
| Addison Advisors LLC | 1,537 | $44.9K | 0.01% | −250−14.0% | Reduced |
| Bruce G. Allen Investments, LLC | 1,545 | $45.1K | 0.03% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,603 | $46.8K | 0.00% | +1,603 | New |
| Brentview Investment Management LLC | 1,760 | $51.4K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,823 | $53.3K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,048 | $59.8K | 0.00% | −6,185−75.1% | Reduced |
| Cromwell Holdings LLC | 3,050 | $89.1K | 0.05% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 3,212 | $93.9K | 0.00% | +1,160+56.5% | Added |
| Advisor Group Holdings, Inc. | 3,296 | $96.3K | 0.00% | −2,749−45.5% | Reduced |
| Huntington National Bank | 3,619 | $105.7K | 0.00% | −545−13.1% | Reduced |
| EverSource Wealth Advisors, LLC | 4,799 | $140.2K | 0.01% | −798−14.3% | Reduced |
| BNP Paribas Arbitrage, SA | 5,283 | $154.4K | 0.00% | −15,283−74.3% | Reduced |
| Rockefeller Capital Management L.P. | 5,548 | $162.1K | 0.00% | +2,155+63.5% | Added |
| GAMMA Investing LLC | 6,701 | $195.8K | 0.01% | +427+6.8% | Added |
| Ewa, LLC | 6,984 | $204.1K | 0.05% | +6,984 | New |
| Mount Yale Investment Advisors, LLC | 7,029 | $205.4K | 0.01% | +7,029 | New |
| Bank of Montreal | 7,071 | $206.6K | 0.00% | +7,071 | New |
| Ballentine Partners, LLC | 7,246 | $211.7K | 0.00% | +7,246 | New |
