| Raffa Wealth Management, LLC | 1 | $35 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $35 | 0.00% | +1 | New |
| Cornerstone Planning Group LLC | 1 | $38 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2 | $71 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 4 | $142 | 0.00% | +4 | New |
| Transamerica Financial Advisors, Inc. | 5 | $177 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 5 | $178 | 0.00% | +5 | New |
| Abound Wealth Management | 6 | $213 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $248 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11 | $390 | 0.00% | +11 | New |
| Vermillion Wealth Management, Inc. | 11 | $390 | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $391 | 0.00% | +1+10.0% | Added |
| Bay Harbor Wealth Management, LLC | 14 | $496 | 0.00% | +6+75.0% | Added |
| Gilpin Wealth Management, LLC | 14 | $497 | 0.00% | +6+75.0% | Added |
| SHP Wealth Management | 20 | $709 | 0.00% | +20 | New |
| Bruce G. Allen Investments, LLC | 20 | $709 | 0.00% | +20 | New |
| Ankerstar Wealth, LLC | 25 | $887 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 25 | $887 | 0.00% | +25 | New |
| Creative Financial Designs Inc | 29 | $1.03K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 33 | $1.16K | 0.00% | −16−32.7% | Reduced |
| Assetmark, Inc | 34 | $1.21K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 35 | $1.24K | 0.00% | +5+16.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 36 | $1.28K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 36 | $1.28K | 0.00% | +17+89.5% | Added |
| MCF Advisors LLC | 38 | $1.35K | 0.00% | +38 | New |
| Arlington Trust Co LLC | 47 | $1.67K | 0.00% | +47 | New |
| Picton Mahoney Asset Management | 49 | $1.74K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 50 | $1.77K | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 54 | $1.92K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 65 | $2.31K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 72 | $2.48K | 0.00% | +72 | New |
| Keating Financial Advisory Services, Inc. | 70 | $2.48K | 0.00% | +1+1.4% | Added |
| Godfrey Financial Associates, Inc. | 72 | $2.55K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 78 | $2.77K | 0.00% | +19+32.2% | Added |
| JFS Wealth Advisors, LLC | 79 | $2.80K | 0.00% | +8+11.3% | Added |
| Kilter Group LLC | 90 | $3.19K | 0.00% | +61+210.3% | Added |
| TD Capital Management LLC | 93 | $3.30K | 0.00% | +73+365.0% | Added |
| Fortitude Family Office, LLC | 104 | $3.69K | 0.00% | +52+100.0% | Added |
| Thompson Investment Management, Inc. | 105 | $3.72K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 119 | $4.22K | 0.00% | 00.0% | Unchanged |
| Elequin Capital LP | 120 | $4.26K | 0.00% | +120 | New |
| CVA Family Office, LLC | 134 | $4.75K | 0.00% | +103+332.3% | Added |
| Sound Income Strategies, LLC | 140 | $4.81K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 136 | $4.82K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 149 | $5.28K | 0.00% | +126+547.8% | Added |
| Cullen/Frost Bankers, Inc. | 150 | $5.32K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 173 | $6.14K | 0.00% | +173 | New |
| MAI Capital Management | 183 | $6.49K | 0.00% | +183 | New |
| Twin Peaks Wealth Advisors, LLC | 188 | $6.67K | 0.00% | +188 | New |
| Spire Wealth Management | 203 | $7.20K | 0.00% | −364−64.2% | Reduced |
| Pacer Advisors, Inc. | 254 | $9.00K | 0.00% | +108+74.0% | Added |
| TD Private Client Wealth LLC | 256 | $9.08K | 0.00% | +256 | New |
| Bank of Jackson Hole Trust | 261 | $9.26K | 0.00% | −23−8.1% | Reduced |
| Rothschild Investment LLC | 276 | $9.79K | 0.00% | +26+10.4% | Added |
| Richardson Capital Management LLC | 280 | $9.93K | 0.00% | +280 | New |
| SRS Capital Advisors, Inc. | 298 | $10.6K | 0.00% | −11,402−97.5% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 299 | $10.6K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 342 | $12.1K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 336 | $12.2K | 0.00% | +45+15.5% | Added |
| International Assets Investment Management, LLC | 378 | $13.0K | 0.00% | +3+0.8% | Added |
| Root Financial Partners, LLC | 451 | $16.0K | 0.00% | +181+67.0% | Added |
| Byrne Asset Management LLC | 470 | $16.7K | 0.01% | −155−24.8% | Reduced |
| Kemnay Advisory Services Inc. | 515 | $18.3K | 0.00% | +304+144.1% | Added |
| Larson Financial Group LLC | 536 | $19.0K | 0.00% | +197+58.1% | Added |
| Parallel Advisors, LLC | 551 | $19.5K | 0.00% | +74+15.5% | Added |
| USA Financial Portformulas Corp | 574 | $20.4K | 0.00% | +574 | New |
| Steward Partners Investment Advisory, LLC | 584 | $20.7K | 0.00% | +550+1,617.6% | Added |
| Allworth Financial LP | 641 | $22.7K | 0.00% | +254+65.6% | Added |
| Medallion Wealth Advisors, LLC | 660 | $23.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 693 | $24.6K | 0.00% | +259+59.7% | Added |
| Umb Bank N A | 732 | $26.0K | 0.00% | +6+0.8% | Added |
| AdvisorNet Financial, Inc | 750 | $26.6K | 0.00% | −77−9.3% | Reduced |
| CX Institutional | 870 | $31.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 900 | $31.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 926 | $32.8K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 947 | $33.6K | 0.00% | −275−22.5% | Reduced |
| South State Corp. | 1,000 | $35.5K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 1,000 | $35.5K | 0.01% | +1,000 | New |
| Kingdom Financial Group LLC. | 1,000 | $35.5K | 0.01% | +1,000 | New |
| Farther Finance Advisors, LLC | 1,033 | $35.5K | 0.00% | +469+83.2% | Added |
| Salomon & Ludwin, LLC | 1,164 | $41.4K | 0.00% | +321+38.1% | Added |
| Versant Capital Management, Inc | 1,192 | $42.3K | 0.00% | 00.0% | Unchanged |
| Freestone Grove Partners LP | 1,208 | $42.8K | 0.00% | +1,208 | New |
| EverSource Wealth Advisors, LLC | 1,403 | $49.8K | 0.00% | +191+15.8% | Added |
| Public Employees Retirement System of Ohio | 1,430 | $50.7K | 0.00% | −57−3.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,450 | $53.1K | 0.00% | +1,450 | New |
| SBI Securities Co., Ltd. | 1,573 | $55.8K | 0.00% | +178+12.8% | Added |
| Caitong International Asset Management Co., Ltd | 1,575 | $55.9K | 0.01% | +1,575 | New |
| US Bancorp | 1,711 | $60.7K | 0.00% | +63+3.8% | Added |
| Exchange Traded Concepts, LLC | 1,767 | $62.7K | 0.00% | +1,767 | New |
| Signaturefd, LLC | 1,785 | $63.3K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 1,885 | $67.0K | 0.00% | −142−7.0% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 1,995 | $70.8K | 0.01% | +73+3.8% | Added |
| Chilton Capital Management LLC | 2,000 | $70.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,058 | $73.0K | 0.01% | +1,943+1,689.6% | Added |
| Hantz Financial Services, Inc. | 2,269 | $80.0K | 0.00% | −12−0.5% | Reduced |
| Nkcfo LLC | 2,500 | $89.0K | 0.03% | +2,500 | New |
| Smartleaf Asset Management LLC | 2,747 | $94.7K | 0.00% | −2,331−45.9% | Reduced |
| Harbour Investments, Inc. | 2,700 | $95.8K | 0.00% | +2,700 | New |
| Covestor Ltd | 3,039 | $108.0K | 0.07% | +2,992+6,366.0% | Added |
