| True Wealth Design, LLC | 1 | $66 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 2 | $131 | 0.00% | +2 | New |
| Motco | 3 | $196 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 3 | $197 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 3 | $197 | 0.00% | +3 | New |
| Sofos Investments, Inc. | 65 | $269 | 0.00% | +65 | New |
| Disciplined Investments, LLC | 5 | $327 | 0.00% | +1+25.0% | Added |
| Clearview Wealth Advisors LLC | 6 | $392 | 0.00% | −18−75.0% | Reduced |
| Whittier Trust Co | 7 | $457 | 0.00% | 00.0% | Unchanged |
| Nalls Sherbakoff Group, LLC | 7 | $485 | 0.00% | 00.0% | Unchanged |
| 25 LLC | 9 | $609 | 0.00% | +9 | New |
| Institutional & Family Asset Management, LLC | 10 | $654 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $654 | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 12 | $784 | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 13 | $850 | 0.00% | +13 | New |
| Spire Wealth Management | 15 | $981 | 0.00% | −242−94.2% | Reduced |
| Ronald Blue Trust, Inc. | 21 | $1.00K | 0.00% | −10−32.3% | Reduced |
| Avion Wealth | 19 | $1.00K | 0.00% | +19 | New |
| VitalStone Financial, LLC | 10 | $1.00K | 0.00% | +10 | New |
| Deane Retirement Strategies, Inc. | 19 | $1.24K | 0.00% | −19−50.0% | Reduced |
| Delos Wealth Advisors, LLC | 20 | $1.31K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 20 | $1.31K | 0.00% | +20 | New |
| CGC Financial Services, LLC | 21 | $1.37K | 0.00% | +21 | New |
| PayPay Securities Corp | 22 | $1.44K | 0.09% | −16−42.1% | Reduced |
| Raffa Wealth Management, LLC | 23 | $1.50K | 0.00% | 00.0% | Unchanged |
| Gradient Investments LLC | 23 | $1.50K | 0.00% | +16+228.6% | Added |
| West Branch Capital LLC | 24 | $1.57K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 27 | $1.76K | 0.00% | −2−6.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 30 | $1.96K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 30 | $1.96K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 35 | $2.00K | 0.00% | −3,250−98.9% | Reduced |
| Safeguard Financial, LLC | 35 | $2.00K | 0.00% | +35 | New |
| Venturi Wealth Management, LLC | 32 | $2.09K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 32 | $2.09K | 0.00% | +2+6.7% | Added |
| Fifth Third Bancorp | 33 | $2.16K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 36 | $2.35K | 0.00% | +6+20.0% | Added |
| Cullen/Frost Bankers, Inc. | 37 | $2.42K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 40 | $2.62K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 40 | $2.62K | 0.00% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 40 | $2.62K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 42 | $2.75K | 0.00% | 00.0% | Unchanged |
| Hall Laurie J Trustee | 50 | $3.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 51 | $3.00K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 44 | $3.00K | 0.00% | +13+41.9% | Added |
| Massmutual Trust Co FSB | 46 | $3.01K | 0.00% | +6+15.0% | Added |
| Central Trust Co | 50 | $3.27K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $3.27K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 50 | $3.27K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 50 | $3.27K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 51 | $3.33K | 0.00% | −4−7.3% | Reduced |
| Sittner & Nelson, LLC | 51 | $3.33K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 53 | $3.46K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 55 | $3.60K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 58 | $3.79K | 0.00% | −23−28.4% | Reduced |
| Capital Advisors, Ltd. LLC | 54 | $4.00K | 0.00% | +1+1.9% | Added |
| Central Bank & Trust Co | 65 | $4.25K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 71 | $4.64K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 75 | $4.77K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 75 | $4.90K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 76 | $4.97K | 0.00% | −80−51.3% | Reduced |
| Financial Management Professionals, Inc. | 77 | $5.00K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 84 | $5.49K | 0.00% | +1+1.2% | Added |
| FIL Ltd | 85 | $5.56K | 0.00% | +34+66.7% | Added |
| Glassman Wealth Services | 88 | $5.75K | 0.00% | −3−3.3% | Reduced |
| Retirement Group, LLC | 100 | $6.54K | 0.00% | −200−66.7% | Reduced |
| Center for Financial Planning, Inc. | 100 | $6.54K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 100 | $6.54K | 0.00% | +50+100.0% | Added |
| Glass Jacobson Investment Advisors llc | 100 | $6.54K | 0.00% | +100 | New |
| Huntington National Bank | 102 | $6.67K | 0.00% | −65−38.9% | Reduced |
| Park Place Capital Corp | 106 | $6.93K | 0.00% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 120 | $7.84K | 0.00% | +120 | New |
| WFA Asset Management Corp | 120 | $7.84K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 122 | $7.98K | 0.00% | −3−2.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 123 | $8.04K | 0.00% | +23+23.0% | Added |
| Liberty One Investment Management, LLC | 124 | $8.11K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 125 | $8.17K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 125 | $8.17K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 125 | $8.17K | 0.00% | 00.0% | Unchanged |
| Marcum Wealth, LLC | – | $8.48K | 0.00% | – | – |
| Parkside Financial Bank & Trust | 135 | $8.82K | 0.00% | −248−64.8% | Reduced |
| Trust Co of Vermont | 150 | $9.81K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 174 | $11.0K | 0.00% | +50+40.3% | Added |
| Earnest Partners LLC | 180 | $11.8K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 207 | $14.0K | 0.01% | −1−0.5% | Reduced |
| New Millennium Group LLC | 219 | $14.3K | 0.01% | −274−55.6% | Reduced |
| Aspire Private Capital, LLC | 230 | $15.0K | 0.00% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 230 | $15.0K | 0.00% | −105−31.3% | Reduced |
| ICA Group Wealth Management, LLC | 245 | $16.0K | 0.00% | +75+44.1% | Added |
| EverSource Wealth Advisors, LLC | 250 | $16.3K | 0.00% | −1,687−87.1% | Reduced |
| Kistler-Tiffany Companies, LLC | 259 | $16.9K | 0.00% | −6,704−96.3% | Reduced |
| Rise Advisors, LLC | 269 | $17.6K | 0.01% | −25−8.5% | Reduced |
| Riverview Trust Co | 274 | $17.9K | 0.02% | +274 | New |
| BerganKDV Wealth Management, LLC | 284 | $18.6K | 0.00% | −162−36.3% | Reduced |
| Clearstead Advisors, LLC | 285 | $18.6K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 300 | $19.6K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 301 | $19.7K | 0.00% | +301 | New |
| Riggs Asset Managment Co. Inc. | 352 | $23.0K | 0.01% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 385 | $25.2K | 0.01% | 00.0% | Unchanged |
| Stonegate Investment Group, LLC | 32,000 | $27.2K | 0.00% | −10,000−23.8% | Reduced |
| Westpac Banking Corp | 425 | $27.8K | 0.00% | −20,620−98.0% | Reduced |