| Ogorek Anthony Joseph | 4 | $0 | 0.00% | +4 | New |
| Horizon Investments, LLC | 1 | $231 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $290 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $463 | 0.00% | 00.0% | Unchanged |
| JCIC Asset Management Inc. | 2 | $463 | 0.00% | +2 | New |
| American Capital Advisory, LLC | 2 | $463 | 0.00% | +2 | New |
| SOA Wealth Advisors, LLC. | 2 | $479 | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 2 | $479 | 0.00% | +2 | New |
| Cherry Tree Wealth Management, LLC | 4 | $926 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 4 | $926 | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 4 | $926 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 4 | $926 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 5 | $1.16K | 0.00% | −4−44.4% | Reduced |
| Parkworth Wealth Management, Inc. | 5 | $1.16K | 0.00% | +1+25.0% | Added |
| Deseret Mutual Benefit Administrators | 5 | $1.16K | 0.00% | +5 | New |
| Clarity Asset Management, Inc. | 5 | $1.16K | 0.00% | +5 | New |
| Brown, Lisle/Cummings, Inc. | 6 | $1.39K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 6 | $1.41K | 0.00% | −25−80.6% | Reduced |
| Glass Jacobson Investment Advisors llc | 7 | $1.50K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $1.62K | 0.00% | +7 | New |
| Newbridge Financial Services Group, Inc. | 7 | $1.62K | 0.00% | +7 | New |
| Dogwood Wealth Management LLC | 7 | $1.62K | 0.00% | +7 | New |
| Winnow Wealth LLC | 8 | $1.78K | 0.00% | +2+33.3% | Added |
| CNB Bank | 8 | $1.85K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 8 | $1.85K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 9 | $1.96K | 0.00% | +3+50.0% | Added |
| Evelyn Partners Asset Management Ltd | 9 | $2.08K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $2.08K | 0.00% | +9 | New |
| Activest Wealth Management | 10 | $2.31K | 0.00% | +8+400.0% | Added |
| HHM Wealth Advisors, LLC | 11 | $2.55K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $2.78K | 0.00% | +12 | New |
| North Capital, Inc. | 12 | $2.78K | 0.00% | +12 | New |
| Barnes Dennig Private Wealth Management LLC | 13 | $3.01K | 0.00% | +13 | New |
| Colonial Trust Co | 13 | $3.12K | 0.00% | −48−78.7% | Reduced |
| Mattson Financial Services, LLC | 15 | $3.47K | 0.00% | −200−93.0% | Reduced |
| BFSG, LLC | 15 | $3.47K | 0.00% | +15 | New |
| Compass Financial Services Inc | 15 | $3.47K | 0.00% | +15 | New |
| Grove Bank & Trust | 17 | $3.93K | 0.00% | +17 | New |
| Penserra Capital Management LLC | 21 | $4.00K | 0.00% | +3+16.7% | Added |
| High Note Wealth, LLC | 19 | $4.40K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 19 | $4.40K | 0.00% | +12+171.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 21 | $4.86K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 22 | $5.09K | 0.00% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 22 | $5.09K | 0.00% | +13+144.4% | Added |
| Highline Wealth Partners LLC | 23 | $5.32K | 0.00% | +1+4.5% | Added |
| Abound Wealth Management | 23 | $5.32K | 0.00% | −1−4.2% | Reduced |
| Byrne Asset Management LLC | 24 | $5.55K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 25 | $5.77K | 0.00% | +25 | New |
| Trust Co | 25 | $5.79K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 25 | $5.79K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 25 | $5.88K | 0.00% | −8−24.2% | Reduced |
| Parvin Asset Management, LLC | 26 | $6.02K | 0.01% | +26 | New |
| Private Wealth Management Group, LLC | 26 | $6.02K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 26 | $6.02K | 0.00% | +1+4.0% | Added |
| Rakuten Securities, Inc. | 27 | $6.25K | 0.00% | +12+80.0% | Added |
| Logan Capital Management Inc | 30 | $6.94K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 30 | $6.94K | 0.00% | +16+114.3% | Added |
| Global Financial Private Client, LLC | 30 | $6.94K | 0.00% | +21+233.3% | Added |
| Hollencrest Capital Management | 30 | $6.96K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 32 | $7.00K | 0.00% | +32 | New |
| Plato Investment Management Ltd | 30 | $7.02K | 0.00% | −1,982−98.5% | Reduced |
| Raffa Wealth Management, LLC | 32 | $7.41K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 35 | $8.10K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 35 | $8.10K | 0.01% | +35 | New |
| Fortitude Family Office, LLC | 36 | $8.33K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 42 | $9.72K | 0.00% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 43 | $9.95K | 0.01% | 00.0% | Unchanged |
| Insight Financial Services | 44 | $10.2K | 0.01% | +44 | New |
| Pinnacle Bancorp, Inc. | 44 | $10.2K | 0.00% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 45 | $10.4K | 0.01% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 46 | $10.6K | 0.00% | +46 | New |
| Cornerstone Planning Group LLC | 47 | $10.7K | 0.00% | −13−21.7% | Reduced |
| HFM Investment Advisors, LLC | 48 | $11.1K | 0.01% | +48 | New |
| Sofos Investments, Inc. | 50 | $11.6K | 0.00% | +50 | New |
| Roble, Belko & Company, Inc | 50 | $12.0K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 53 | $12.0K | 0.01% | +53 | New |
| Tortoise Investment Management, LLC | 52 | $12.0K | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 52 | $12.0K | 0.00% | +2+4.0% | Added |
| Medallion Wealth Advisors, LLC | 52 | $12.1K | 0.01% | +3+6.1% | Added |
| Mark Sheptoff Financial Planning, LLC | 54 | $12.5K | 0.01% | +54 | New |
| Atlantic Edge Private Wealth Management, LLC | 60 | $13.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. | 60 | $13.9K | 0.06% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 65 | $15.0K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 65 | $15.2K | 0.01% | +65 | New |
| MV Capital Management, Inc. | 66 | $15.3K | 0.00% | +10+17.9% | Added |
| Valued Wealth Advisors LLC | 66 | $15.3K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 67 | $15.5K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 68 | $15.7K | 0.00% | +63+1,260.0% | Added |
| Wayfinding Financial, LLC | 73 | $16.0K | 0.01% | +73 | New |
| Kentucky Trust Co | 72 | $16.7K | 0.01% | 00.0% | Unchanged |
| Optimum Investment Advisors | 75 | $17.4K | 0.01% | 00.0% | Unchanged |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 80 | $18.5K | 0.01% | +80 | New |
| Meeder Asset Management Inc | 81 | $18.7K | 0.00% | +81 | New |
| Prestige Wealth Management Group LLC | 82 | $19.0K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 82 | $19.0K | 0.00% | +82 | New |
| Whipplewood Advisors, LLC | 91 | $19.2K | 0.01% | +20+28.2% | Added |
| Bell Investment Advisors, Inc | 87 | $20.1K | 0.00% | +1+1.2% | Added |
| Saudi Central Bank | 88 | $20.4K | 0.11% | +88 | New |
| Investment Management Corp | 88 | $20.4K | 0.02% | +88 | New |
| Sierra Ocean, LLC | 89 | $20.6K | 0.02% | +24+36.9% | Added |