| J.Safra Asset Management Corp | 9 | $12.4K | 0.00% | +9 | New |
| Gleason Group, Inc. | 9 | $12.4K | 0.00% | +9 | New |
| South State Corp. | 9 | $12.4K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 9 | $12.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 9 | $12.4K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 10 | $13.8K | 0.00% | −7−41.2% | Reduced |
| Berkshire Capital Holdings Inc | 10 | $13.8K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 10 | $13.8K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 10 | $13.8K | 0.00% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 10 | $13.8K | 0.00% | +7+233.3% | Added |
| IFG Advisory, LLC | 10 | $13.8K | 0.00% | +2+25.0% | Added |
| Manchester Capital Management LLC | 11 | $15.2K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 11 | $15.2K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 11 | $15.2K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 11 | $15.2K | 0.01% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 11 | $15.2K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 11 | $15.2K | 0.01% | +6+120.0% | Added |
| JPL Wealth Management, LLC | 11 | $15.2K | 0.00% | +2+22.2% | Added |
| Delta Asset Management LLC | 12 | $16.6K | 0.00% | −37−75.5% | Reduced |
| United Financial Planning Group LLC | 12 | $16.6K | 0.01% | −6−33.3% | Reduced |
| Joseph Group Capital Management | 12 | $16.6K | 0.00% | +3+33.3% | Added |
| First Pacific Financial | 12 | $16.6K | 0.00% | −5−29.4% | Reduced |
| Bare Financial Services, Inc | 12 | $16.6K | 0.00% | +8+200.0% | Added |
| Institute for Wealth Management, LLC. | 12 | $16.6K | 0.00% | +12 | New |
| Bartlett & Co. Wealth Management LLC | 12 | $16.6K | 0.00% | +8+200.0% | Added |
| Signature Equity Partners, LLC | 13 | $18.1K | 0.01% | −1−7.1% | Reduced |
| Ancora Advisors, LLC | 14 | $19.4K | 0.00% | −20−58.8% | Reduced |
| Cape Investment Advisory, Inc. | 14 | $19.4K | 0.01% | +14 | New |
| Pacific Center for Financial Services | 14 | $19.4K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 15 | $20.7K | 0.01% | +7+87.5% | Added |
| Avion Wealth | 16 | $22.0K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 16 | $22.1K | 0.01% | +2+14.3% | Added |
| Armstrong Advisory Group, Inc | 16 | $22.3K | 0.00% | +2+14.3% | Added |
| Concord Wealth Partners | 16 | $22.5K | 0.00% | +16 | New |
| Webster Bank, N. A. | 17 | $23.5K | 0.00% | +5+41.7% | Added |
| Fulcrum Asset Management LLP | 18 | $23.6K | 0.00% | +18 | New |
| Kemnay Advisory Services Inc. | 18 | $24.9K | 0.00% | −1−5.3% | Reduced |
| Synergy Investment Management, LLC | 19 | $25.1K | 0.01% | +13+216.7% | Added |
| Bogart Wealth, LLC | 19 | $26.3K | 0.00% | −1−5.0% | Reduced |
| Rexford Capital Inc | 19 | $26.3K | 0.02% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 19 | $26.3K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 20 | $27.6K | 0.00% | +20 | New |
| Fedenia Advisers LLC | 20 | $27.6K | 0.01% | +20 | New |
| JFS Wealth Advisors, LLC | 20 | $27.7K | 0.00% | +1+5.3% | Added |
| Sachetta, LLC | 20 | $27.7K | 0.01% | +3+17.6% | Added |
| Smithfield Trust Co | 20 | $28.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 21 | $29.0K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $29.0K | 0.00% | +3+16.7% | Added |
| Financial Management Professionals, Inc. | 22 | $30.5K | 0.00% | +2+10.0% | Added |
| Westfuller Advisors, LLC | 22 | $30.7K | 0.01% | +1+4.8% | Added |
| True Wealth Design, LLC | 23 | $31.8K | 0.01% | −3−11.5% | Reduced |
| Financial Perspectives, Inc | 24 | $33.8K | 0.01% | 00.0% | Unchanged |
| Tidemark, LLC | 25 | $34.6K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 25 | $34.9K | 0.00% | −1−3.8% | Reduced |
| Ulland Investment Advisors, LLC | 25 | $35.0K | 0.03% | 00.0% | Unchanged |
| Sfam, LLC | 26 | $35.9K | 0.03% | 00.0% | Unchanged |
| Index Technologies Group LLC | 26 | $35.9K | 0.03% | +26 | New |
| Ares Financial Consulting, LLC | 27 | $37.3K | 0.03% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 27 | $37.3K | 0.01% | +7+35.0% | Added |
| Evermay Wealth Management LLC | 27 | $37.3K | 0.00% | +27 | New |
| Stephenson National Bank & Trust | 28 | $38.7K | 0.01% | +28 | New |
| Farmers & Merchants Investments Inc | 29 | $40.1K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 29 | $40.1K | 0.00% | +22+314.3% | Added |
| SHP Wealth Management | 30 | $41.1K | 0.00% | +9+42.9% | Added |
| Wolff Wiese Magana LLC | 30 | $41.5K | 0.02% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 30 | $41.5K | 0.00% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 30 | $41.5K | 0.01% | +30 | New |
| Pinpoint Asset Management (Singapore) Pte. Ltd. | 31 | $42.9K | 0.01% | −262−89.4% | Reduced |
| Oslo Pensjonsforsikring AS | 31 | $42.9K | 0.00% | +31 | New |
| Continuum Advisory, LLC | 31 | $42.9K | 0.00% | +31 | New |
| Tradewinds Capital Management, LLC | 34 | $47.0K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 34 | $47.0K | 0.01% | +3+9.7% | Added |
| Salomon & Ludwin, LLC | 36 | $47.9K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 38 | $52.5K | 0.02% | 00.0% | Unchanged |
| Crewe Advisors LLC | 38 | $52.6K | 0.00% | +28+280.0% | Added |
| Generali Asset Management SPA SGR | 39 | $53.9K | 0.00% | −653−94.4% | Reduced |
| NBH Bank | 39 | $53.9K | 0.02% | +39 | New |
| Cornerstone Planning Group LLC | 40 | $56.1K | 0.01% | −6−13.0% | Reduced |
| Essential Partners LLC | 43 | $59.4K | 0.03% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 43 | $59.5K | 0.03% | +43 | New |
| Meeder Asset Management Inc | 45 | $62.2K | 0.00% | −41−47.7% | Reduced |
| Bell Investment Advisors, Inc | 46 | $63.6K | 0.01% | −1−2.1% | Reduced |
| Strategic Advocates LLC | 46 | $63.6K | 0.25% | +9+24.3% | Added |
| USA Financial Formulas | 46 | $63.6K | 0.01% | +46 | New |
| GW&K Investment Management, LLC | 46 | $64.0K | 0.00% | −4−8.0% | Reduced |
| Principia Wealth Advisory, LLC | 47 | $65.0K | 0.03% | −48−50.5% | Reduced |
| Solstein Capital, LLC | 49 | $67.7K | 0.02% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 49 | $67.7K | 0.02% | 00.0% | Unchanged |
| WPG Advisers, LLC | 50 | $69.1K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 56 | $77.4K | 0.00% | −4−6.7% | Reduced |
| Private Trust Co NA | 57 | $78.8K | 0.01% | −10−14.9% | Reduced |
| Rakuten Securities, Inc. | 59 | $81.6K | 0.02% | +33+126.9% | Added |
| Geneos Wealth Management Inc. | 63 | $87.1K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 63 | $88.4K | 0.02% | −9−12.5% | Reduced |
| Golden State Wealth Management, LLC | 64 | $88.5K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 64 | $89.0K | 0.05% | −68−51.5% | Reduced |
| Anchor Investment Management, LLC | 65 | $89.9K | 0.01% | +40+160.0% | Added |
| First Command Advisory Services, Inc. | 67 | $92.7K | 0.00% | +44+191.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 68 | $94.0K | 0.29% | −227−76.9% | Reduced |
| Aquatic Capital Management LLC | 70 | $96.8K | 0.00% | +70 | New |