| Psagot Value Holdings Ltd. / (Israel) | 2 | $0 | 0.00% | −1−33.3% | Reduced |
| Colonial Trust Advisors | 3 | $154 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 4 | $205 | 0.00% | −3−42.9% | Reduced |
| Carolinas Wealth Consulting LLC | 5 | $257 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $340 | 0.00% | +7 | New |
| True Wealth Design, LLC | 7 | $360 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 11 | $565 | 0.00% | +11 | New |
| Dunhill Financial, LLC | 16 | $808 | 0.00% | +16 | New |
| Bruce G. Allen Investments, LLC | 19 | $975 | 0.00% | +19 | New |
| Avion Wealth | 10 | $1.00K | 0.00% | −25−71.4% | Reduced |
| GW&K Investment Management, LLC | 14 | $1.00K | 0.00% | +14 | New |
| Fortitude Family Office, LLC | 21 | $1.08K | 0.00% | +21 | New |
| Northwest Capital Management Inc | 25 | $1.28K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 26 | $1.33K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 26 | $1.33K | 0.00% | +26 | New |
| Sound Income Strategies, LLC | 29 | $1.49K | 0.00% | +29 | New |
| DiNuzzo Private Wealth, Inc. | 29 | $1.49K | 0.00% | +29 | New |
| Coppell Advisory Solutions LLC | 33 | $1.69K | 0.00% | +33 | New |
| Arlington Trust Co LLC | 33 | $1.69K | 0.00% | +33 | New |
| Raffa Wealth Management, LLC | 40 | $2.05K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 50 | $2.53K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 53 | $2.72K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 58 | $2.98K | 0.00% | −31−34.8% | Reduced |
| Tradition Wealth Management, LLC | 59 | $3.00K | 0.00% | +5+9.3% | Added |
| Sachetta, LLC | 65 | $3.33K | 0.00% | +65 | New |
| Raleigh Capital Management Inc. | 72 | $3.69K | 0.00% | +72 | New |
| Guardian Wealth Management, Inc. | 74 | $3.80K | 0.00% | +1+1.4% | Added |
| New Millennium Group LLC | 76 | $3.90K | 0.00% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 85 | $4.34K | 0.00% | +1+1.2% | Added |
| Manchester Capital Management LLC | 93 | $4.77K | 0.00% | −16−14.7% | Reduced |
| ORG Partners LLC | 100 | $5.13K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 105 | $5.37K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 113 | $5.77K | 0.00% | −12−9.6% | Reduced |
| Pacifica Partners Inc. | 125 | $6.41K | 0.00% | +125 | New |
| Brown Brothers Harriman & Co | 131 | $6.72K | 0.00% | +16+13.9% | Added |
| Financial Perspectives, Inc | 133 | $6.82K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 145 | $7.00K | 0.00% | +120+480.0% | Added |
| JFS Wealth Advisors, LLC | 137 | $7.03K | 0.00% | +69+101.5% | Added |
| First Horizon Advisors, Inc. | 155 | $7.95K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 160 | $8.21K | 0.00% | 00.0% | Unchanged |
| First Manhattan Co | 166 | $8.52K | 0.00% | −166−50.0% | Reduced |
| SYSTM Wealth Solutions LLC | 191 | $9.80K | 0.00% | +191 | New |
| Bangor Savings Bank | 193 | $9.90K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 194 | $9.95K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 196 | $10.1K | 0.01% | +196 | New |
| CVA Family Office, LLC | 218 | $11.2K | 0.00% | +218 | New |
| Strategic Investment Solutions, Inc. | 231 | $11.8K | 0.00% | +231 | New |
| Keener Financial Planning LLC | 228 | $12.0K | 0.01% | +228 | New |
| SOA Wealth Advisors, LLC. | 241 | $12.4K | 0.00% | −350−59.2% | Reduced |
| Hexagon Capital Partners LLC | 246 | $12.6K | 0.00% | +152+161.7% | Added |
| Central Bank & Trust Co | 257 | $13.2K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 261 | $13.4K | 0.00% | +261 | New |
| Garner Asset Management Corp | 300 | $14.2K | 0.01% | +300 | New |
| Lindbrook Capital, LLC | 280 | $14.4K | 0.00% | −96−25.5% | Reduced |
| Paladin Advisory Group, LLC | 286 | $14.7K | 0.01% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 287 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 299 | $15.0K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 316 | $15.3K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 299 | $15.3K | 0.01% | +299 | New |
| Bartlett & Co. Wealth Management LLC | 299 | $15.3K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 300 | $15.4K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 303 | $15.5K | 0.00% | 00.0% | Unchanged |
| Millburn Ridgefield Corp | 332 | $17.0K | 0.00% | −63−15.9% | Reduced |
| Deseret Mutual Benefit Administrators | 340 | $17.4K | 0.01% | −110−24.4% | Reduced |
| Massmutual Trust Co FSB | 341 | $17.5K | 0.00% | −1,862−84.5% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 342 | $17.5K | 0.00% | −2−0.6% | Reduced |
| Covestor Ltd | 358 | $18.0K | 0.01% | −2−0.6% | Reduced |
| TD Private Client Wealth LLC | 363 | $18.6K | 0.00% | −37−9.3% | Reduced |
| MV Capital Management, Inc. | 375 | $19.2K | 0.00% | −54−12.6% | Reduced |
| Thompson Siegel & Walmsley LLC | 390 | $20.0K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 400 | $20.5K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 400 | $20.5K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 400 | $21.0K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 420 | $21.5K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 451 | $23.1K | 0.01% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 456 | $23.4K | 0.01% | 00.0% | Unchanged |
| MCF Advisors LLC | 465 | $23.9K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 487 | $25.0K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 500 | $25.6K | 0.02% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 500 | $26.0K | 0.02% | +500 | New |
| Parkside Financial Bank & Trust | 507 | $26.0K | 0.00% | −217−30.0% | Reduced |
| Group One Trading, L.P. | 515 | $26.4K | 0.00% | +515 | New |
| Gables Capital Management Inc. | 522 | $26.8K | 0.02% | +212+68.4% | Added |
| Clearstead Advisors, LLC | 523 | $26.8K | 0.00% | −47−8.2% | Reduced |
| Scarborough Advisors, LLC | 542 | $27.8K | 0.01% | +542 | New |
| EntryPoint Capital, LLC | 582 | $29.9K | 0.03% | +582 | New |
| South State Corp. | 600 | $30.8K | 0.00% | −75−11.1% | Reduced |
| Financial Management Professionals, Inc. | 618 | $32.0K | 0.01% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 629 | $32.3K | 0.00% | +629 | New |
| Central Trust Co | 631 | $32.4K | 0.00% | +31+5.2% | Added |
| Highlander Capital Management, LLC | 656 | $33.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 662 | $34.0K | 0.00% | +474+252.1% | Added |
| McGlone Suttner Wealth Management, Inc. | 734 | $37.7K | 0.01% | +734 | New |
| Quent Capital, LLC | 740 | $38.0K | 0.01% | −26−3.4% | Reduced |
| West Tower Group, LLC | 760 | $39.0K | 0.08% | +448+143.6% | Added |
| Compagnie Lombard Odier SCmA | 775 | $39.8K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 784 | $40.2K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 833 | $42.7K | 0.00% | +833 | New |
| Loomis Sayles & Co L P | 875 | $45.0K | 0.00% | −32−3.5% | Reduced |
| Glassman Wealth Services | 921 | $47.2K | 0.01% | −38−4.0% | Reduced |
