| Cullen/Frost Bankers, Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| Cordant, Inc. | 0 | $151 | 0.00% | 0 | New |
| Darwin Advisors, LLC | 0 | $372 | 0.00% | 0 | New |
| TFC Financial Management | 1 | $539 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1 | $539 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $539 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 1 | $539 | 0.00% | +1 | New |
| Addison Advisors LLC | 1 | $539 | 0.00% | +1 | New |
| Barnes Dennig Private Wealth Management LLC | 1 | $539 | 0.00% | +1 | New |
| Cornerstone Financial Management LLC | 1 | $539 | 0.00% | +1 | New |
| Torren Management, LLC | 1 | $544 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 1 | $559 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $618 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 2 | $1.00K | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 2 | $1.08K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2 | $1.08K | 0.00% | +2 | New |
| Ameriflex Group, Inc. | 2 | $1.08K | 0.00% | +2 | New |
| Winch Advisory Services, LLC | 2 | $1.09K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Services | 3 | $1.62K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 3 | $1.62K | 0.00% | +1+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $1.62K | 0.00% | +1+50.0% | Added |
| HFM Investment Advisors, LLC | 3 | $1.62K | 0.00% | +2+200.0% | Added |
| Atlantic Trust, LLC | 3 | $1.62K | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $2.15K | 0.00% | −1−20.0% | Reduced |
| Rosenberg Matthew Hamilton | 4 | $2.15K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 4 | $2.15K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $2.15K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 4 | $2.15K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 4 | $2.15K | 0.00% | +4 | New |
| Financial Network Wealth Advisors LLC | 4 | $2.15K | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 4 | $2.16K | 0.00% | +2+100.0% | Added |
| Raleigh Capital Management Inc. | 4 | $2.16K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $2.35K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $2.69K | 0.00% | +3+150.0% | Added |
| Creative Capital Management Investments LLC | 5 | $2.69K | 0.00% | +5 | New |
| Kilter Group LLC | 5 | $2.69K | 0.00% | +3+150.0% | Added |
| Zions Bancorporation, National Association | 6 | $3.23K | 0.00% | +6 | New |
| Stone House Investment Management, LLC | 6 | $3.23K | 0.00% | +6 | New |
| SOA Wealth Advisors, LLC. | 6 | $3.23K | 0.00% | +6 | New |
| JPL Wealth Management, LLC | 6 | $3.23K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 6 | $3.23K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 6 | $3.23K | 0.00% | +4+200.0% | Added |
| Sachetta, LLC | 6 | $3.23K | 0.00% | +6 | New |
| Frazier Financial Advisors, LLC | 7 | $3.78K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 8 | $4.31K | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 8 | $4.49K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 9 | $4.85K | 0.00% | 00.0% | Unchanged |
| BFSG, LLC | 9 | $4.85K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 9 | $4.85K | 0.00% | +9 | New |
| Hughes Financial Services, LLC | 10 | $5.39K | 0.00% | +3+42.9% | Added |
| Creative Financial Designs Inc | 10 | $5.39K | 0.00% | +10 | New |
| Wealth Enhancement Trust Services, Inc. | 12 | $6.47K | 0.00% | +7+140.0% | Added |
| Accent Capital Management, LLC | 12 | $6.47K | 0.00% | +12 | New |
| Signature Equity Partners, LLC | 12 | $6.47K | 0.00% | +12 | New |
| Prestige Wealth Management Group LLC | 12 | $6.47K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 14 | $7.54K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 14 | $7.54K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 15 | $8.08K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 16 | $8.62K | 0.00% | +11+220.0% | Added |
| Mather Group, LLC. | 17 | $9.16K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 18 | $9.70K | 0.00% | −3−14.3% | Reduced |
| Smithfield Trust Co | 20 | $11.0K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 21 | $11.3K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 22 | $11.9K | 0.00% | +22 | New |
| TD Capital Management LLC | 24 | $12.9K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 24 | $12.9K | 0.00% | +4+20.0% | Added |
| Silver Grove Financial Group, Inc. | 24 | $12.9K | 0.01% | +24 | New |
| CVA Family Office, LLC | 26 | $14.0K | 0.00% | +5+23.8% | Added |
| Atlas Capital Advisors LLC | 27 | $14.5K | 0.00% | +27 | New |
| Action Point Financial Planning, LLC | 28 | $14.6K | 0.00% | +28 | New |
| Quent Capital, LLC | 28 | $15.1K | 0.00% | +5+21.7% | Added |
| ZRC Wealth Management, LLC | 28 | $15.1K | 0.00% | +11+64.7% | Added |
| Financial Management Professionals, Inc. | 29 | $15.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 31 | $17.0K | 0.01% | −8−20.5% | Reduced |
| High Point Wealth Management, LLC | 32 | $17.2K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 33 | $17.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 33 | $17.8K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 33 | $17.8K | 0.00% | +13+65.0% | Added |
| Harbour Investments, Inc. | 34 | $18.3K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 34 | $18.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 35 | $18.9K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 35 | $18.9K | 0.00% | +2+6.1% | Added |
| CoreCap Advisors, LLC | 37 | $19.9K | 0.00% | +13+54.2% | Added |
| Solstein Capital, LLC | 38 | $20.5K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 39 | $20.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 40 | $21.6K | 0.00% | −4−9.1% | Reduced |
| Anchor Investment Management, LLC | 40 | $21.6K | 0.00% | 00.0% | Unchanged |
| Coastline Trust Co | 42 | $22.6K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 45 | $24.2K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 48 | $25.9K | 0.00% | −1−2.0% | Reduced |
| SBI Securities Co., Ltd. | 49 | $26.4K | 0.00% | −13−21.0% | Reduced |
| Caitong International Asset Management Co., Ltd | 49 | $26.4K | 0.00% | +49 | New |
| Catalyst Capital Advisors LLC | 50 | $26.9K | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 51 | $27.5K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 53 | $28.6K | 0.01% | +34+178.9% | Added |
| Davis Capital Management | 54 | $29.1K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 55 | $29.6K | 0.00% | −18−24.7% | Reduced |