| Wealth Enhancement Trust Services, Inc. | 1 | $169 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $169 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $169 | 0.00% | +1 | New |
| SBI Securities Co., Ltd. | 2 | $338 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 2 | $338 | 0.00% | +2 | New |
| Cromwell Holdings LLC | 2 | $338 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $339 | 0.00% | −3−60.0% | Reduced |
| Rossby Financial, LCC | 2 | $339 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 3 | $507 | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 3 | $507 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $507 | 0.00% | +3 | New |
| Breakwater Investment Management | 3 | $508 | 0.00% | +1+50.0% | Added |
| Rialto Wealth Management, LLC | 3 | $508 | 0.00% | +1+50.0% | Added |
| Signature Equity Partners, LLC | 3 | $510 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 4 | $617 | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 4 | $676 | 0.00% | +4 | New |
| American Capital Advisory, LLC | 4 | $677 | 0.00% | +2+100.0% | Added |
| Quaker Wealth Management, LLC | 4 | $677 | 0.00% | +3+300.0% | Added |
| Financial Network Wealth Advisors LLC | 5 | $845 | 0.00% | −29−85.3% | Reduced |
| Cornerstone Financial Management LLC | 5 | $845 | 0.00% | 00.0% | Unchanged |
| Burk Holdings LLC | 5 | $845 | 0.00% | +5 | New |
| JFS Wealth Advisors, LLC | 5 | $846 | 0.00% | −17−77.3% | Reduced |
| UMA Financial Services, Inc. | 5 | $846 | 0.00% | −11−68.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 5 | $883 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 6 | $1.01K | 0.00% | −21−77.8% | Reduced |
| Private Wealth Management Group, LLC | 6 | $1.01K | 0.00% | −17−73.9% | Reduced |
| Activest Wealth Management | 6 | $1.07K | 0.00% | −50−89.3% | Reduced |
| Principia Wealth Advisory, LLC | 7 | $1.18K | 0.00% | +3+75.0% | Added |
| Kilter Group LLC | 7 | $1.18K | 0.00% | +1+16.7% | Added |
| MV Capital Management, Inc. | 7 | $1.18K | 0.00% | +6+600.0% | Added |
| Clearstead Advisors, LLC | 8 | $1.35K | 0.00% | −67−89.3% | Reduced |
| Bogart Wealth, LLC | 9 | $1.52K | 0.00% | +5+125.0% | Added |
| South State Corp. | 9 | $1.52K | 0.00% | +2+28.6% | Added |
| Marquette Asset Management, LLC | 10 | $1.69K | 0.00% | −2−16.7% | Reduced |
| International Assets Investment Management, LLC | 10 | $1.70K | 0.00% | −3−23.1% | Reduced |
| Wolff Wiese Magana LLC | 12 | $2.03K | 0.00% | 00.0% | Unchanged |
| Estabrook Capital Management | 12 | $2.03K | 0.00% | +12 | New |
| Asset Dedication, LLC | 13 | $2.20K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 14 | $2.37K | 0.00% | +4+40.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15 | $2.54K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 17 | $2.67K | 0.00% | +3+21.4% | Added |
| CBIZ Investment Advisory Services, LLC | 16 | $2.71K | 0.00% | −8−33.3% | Reduced |
| Atlantic Private Wealth, LLC | 16 | $2.71K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 23 | $3.00K | 0.00% | +2+9.5% | Added |
| Nisa Investment Advisors, LLC | 18 | $3.04K | 0.00% | −45−71.4% | Reduced |
| Sachetta, LLC | 18 | $3.04K | 0.00% | +9+100.0% | Added |
| Whipplewood Advisors, LLC | 18 | $3.04K | 0.00% | +18 | New |
| Zions Bancorporation, National Association | 19 | $3.21K | 0.00% | +1+5.6% | Added |
| Bare Financial Services, Inc | 20 | $3.38K | 0.00% | +20 | New |
| First Horizon Corp | 21 | $3.55K | 0.00% | +18+600.0% | Added |
| Farmers & Merchants Investments Inc | 22 | $3.72K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 23 | $3.89K | 0.00% | +9+64.3% | Added |
| High Note Wealth, LLC | 25 | $4.23K | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 25 | $4.23K | 0.00% | −246−90.8% | Reduced |
| Kerr Financial Planning Corp | 25 | $4.52K | 0.01% | +1+4.2% | Added |
| Dogwood Wealth Management LLC | 28 | $4.73K | 0.00% | +8+40.0% | Added |
| Frazier Financial Advisors, LLC | 31 | $5.24K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 33 | $5.58K | 0.00% | −1−2.9% | Reduced |
| Creative Financial Designs Inc | 38 | $6.42K | 0.00% | +5+15.2% | Added |
| Manchester Capital Management LLC | 41 | $6.93K | 0.00% | +35+583.3% | Added |
| Ancora Advisors, LLC | 44 | $7.44K | 0.00% | −168−79.2% | Reduced |
| Capital Advisors, Ltd. LLC | 47 | $8.00K | 0.00% | −23−32.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 50 | $8.45K | 0.00% | −25−33.3% | Reduced |
| Smartleaf Asset Management LLC | 53 | $8.73K | 0.00% | −30−36.1% | Reduced |
| Huntington National Bank | 53 | $8.96K | 0.00% | +32+152.4% | Added |
| Quent Capital, LLC | 58 | $9.80K | 0.00% | −47−44.8% | Reduced |
| Bell Investment Advisors, Inc | 65 | $11.0K | 0.00% | −2−3.0% | Reduced |
| Central Trust Co | 75 | $12.7K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 77 | $13.0K | 0.00% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 83 | $14.0K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 84 | $14.2K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 85 | $14.4K | 0.00% | +2+2.4% | Added |
| Parkside Financial Bank & Trust | 93 | $15.7K | 0.00% | +58+165.7% | Added |
| Owl Creek Wealth Partners LLC | 95 | $16.1K | 0.01% | +95 | New |
| Salomon & Ludwin, LLC | 94 | $16.3K | 0.00% | +94 | New |
| True Wealth Design, LLC | 97 | $16.4K | 0.00% | −75−43.6% | Reduced |
| Centerpoint Advisors, LLC | 109 | $18.0K | 0.01% | +30+38.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 117 | $19.8K | 0.00% | +1+0.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 118 | $19.9K | 0.01% | +2+1.7% | Added |
| Transamerica Financial Advisors, Inc. | 145 | $24.6K | 0.00% | +43+42.2% | Added |
| ZRC Wealth Management, LLC | 151 | $25.5K | 0.01% | +88+139.7% | Added |
| Cassaday & Co Wealth Management LLC | 155 | $26.2K | 0.00% | +155 | New |
| American National Bank | 170 | $28.7K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 180 | $30.4K | 0.00% | +20+12.5% | Added |
| WPG Advisers, LLC | 181 | $30.6K | 0.02% | −4−2.2% | Reduced |
| Employees Retirement System of Texas | 184 | $31.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 200 | $33.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 198 | $34.0K | 0.02% | −118−37.3% | Reduced |
| Massmutual Trust Co FSB | 202 | $34.1K | 0.00% | +25+14.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 211 | $34.7K | 0.00% | −40−15.9% | Reduced |
| IFP Advisors, Inc | 217 | $36.7K | 0.00% | −346−61.5% | Reduced |
| Ronald Blue Trust, Inc. | 239 | $40.4K | 0.00% | −1−0.4% | Reduced |
| CVA Family Office, LLC | 257 | $43.4K | 0.00% | +27+11.7% | Added |
| Rothschild Investment LLC | 277 | $46.8K | 0.00% | −355−56.2% | Reduced |
| Farther Finance Advisors, LLC | 321 | $54.5K | 0.00% | −412−56.2% | Reduced |
| Sterling Capital Management LLC | 334 | $56.5K | 0.00% | −205−38.0% | Reduced |
| Bokf, NA | 336 | $56.8K | 0.00% | +11+3.4% | Added |
| Quantbot Technologies LP | 368 | $62.2K | 0.00% | −11,806−97.0% | Reduced |
| Larson Financial Group LLC | 368 | $62.2K | 0.00% | +305+484.1% | Added |
| Steward Partners Investment Advisory, LLC | 374 | $63.2K | 0.00% | −15−3.9% | Reduced |
