| MV Capital Management, Inc. | 1 | $110 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $219 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 2 | $219 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $219 | 0.00% | +2 | New |
| Pacific Center for Financial Services | 2 | $220 | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 3 | $330 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 4 | $439 | 0.00% | +4 | New |
| WPG Advisers, LLC | 4 | $439 | 0.00% | +4 | New |
| Raleigh Capital Management Inc. | 5 | $549 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 0 | $549 | 0.00% | 0 | New |
| CVA Family Office, LLC | 6 | $658 | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 7 | $774 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 8 | $878 | 0.00% | 00.0% | Unchanged |
| Stonebridge Financial Group, LLC | 9 | $988 | 0.00% | +9 | New |
| Valley National Advisers Inc | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 10 | $1.10K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 11 | $1.21K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 13 | $1.43K | 0.00% | −2−13.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $1.43K | 0.00% | +1+8.3% | Added |
| Financial Network Wealth Advisors LLC | 14 | $1.54K | 0.00% | −69−83.1% | Reduced |
| Private Wealth Management Group, LLC | 14 | $1.54K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 17 | $1.86K | 0.00% | +17 | New |
| Creative Financial Designs Inc | 19 | $2.08K | 0.00% | +7+58.3% | Added |
| Amundi | 23 | $2.40K | 0.00% | +23 | New |
| Delta Asset Management LLC | 25 | $2.74K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 25 | $2.74K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 27 | $2.96K | 0.00% | +27 | New |
| Beacon Capital Management, LLC | 29 | $3.18K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 29 | $3.18K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 30 | $3.34K | 0.00% | +3+11.1% | Added |
| Bank of Jackson Hole Trust | 31 | $3.40K | 0.00% | +31 | New |
| CoreCap Advisors, LLC | 33 | $3.62K | 0.00% | −167−83.5% | Reduced |
| Bell Investment Advisors, Inc | 33 | $3.62K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 47 | $5.16K | 0.00% | +47 | New |
| Massmutual Trust Co FSB | 50 | $5.49K | 0.00% | +1+2.0% | Added |
| JFS Wealth Advisors, LLC | 53 | $5.82K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 54 | $5.91K | 0.00% | +3+5.9% | Added |
| SBI Securities Co., Ltd. | 55 | $6.04K | 0.00% | +55 | New |
| Geneos Wealth Management Inc. | 56 | $6.14K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 58 | $6.36K | 0.00% | +3+5.5% | Added |
| Wolff Wiese Magana LLC | 59 | $6.47K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 61 | $6.69K | 0.00% | −20−24.7% | Reduced |
| Quent Capital, LLC | 61 | $6.69K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 61 | $6.69K | 0.00% | +61 | New |
| Cape Investment Advisory, Inc. | 65 | $7.13K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 67 | $7.35K | 0.00% | −21−23.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 76 | $8.34K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 90 | $9.00K | 0.00% | +24+36.4% | Added |
| Versant Capital Management, Inc | 87 | $9.55K | 0.00% | +87 | New |
| Assetmark, Inc | 92 | $10.1K | 0.00% | +59+178.8% | Added |
| Nisa Investment Advisors, LLC | 94 | $10.3K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 100 | $11.2K | 0.01% | +100 | New |
| Parkside Financial Bank & Trust | 107 | $11.7K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 113 | $12.4K | 0.00% | +94+494.7% | Added |
| Lindbrook Capital, LLC | 142 | $15.6K | 0.00% | −34−19.3% | Reduced |
| City State Bank | 150 | $16.5K | 0.01% | −50−25.0% | Reduced |
| MCF Advisors LLC | 161 | $17.7K | 0.00% | +34+26.8% | Added |
| Steward Partners Investment Advisory, LLC | 165 | $18.1K | 0.00% | +85+106.3% | Added |
| Skopos Labs, Inc. | 167 | $18.3K | 0.01% | 00.0% | Unchanged |
| Private Trust Co NA | 170 | $18.7K | 0.00% | +70+70.0% | Added |
| Mather Group, LLC. | 181 | $19.9K | 0.00% | +181 | New |
| Rise Advisors, LLC | 192 | $21.1K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 197 | $21.6K | 0.00% | +14+7.7% | Added |
| Central Trust Co | 200 | $21.9K | 0.00% | −1−0.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 200 | $22.0K | 0.01% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 230 | $24.5K | 0.00% | +191+489.7% | Added |
| Bryn Mawr Trust Co | 236 | $25.9K | 0.00% | +182+337.0% | Added |
| Bogart Wealth, LLC | 240 | $26.3K | 0.00% | +240 | New |
| Hexagon Capital Partners LLC | 251 | $27.5K | 0.01% | +251 | New |
| Nomura Asset Management Co Ltd | 270 | $29.6K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 272 | $29.8K | 0.00% | +235+635.1% | Added |
| MAI Capital Management | 292 | $32.0K | 0.00% | +292 | New |
| Brown Brothers Harriman & Co | 300 | $32.9K | 0.00% | +300 | New |
| Putney Financial Group LLC | 300 | $32.9K | 0.03% | +300 | New |
| Blue Bell Private Wealth Management, LLC | 326 | $35.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 346 | $38.2K | 0.00% | −23−6.2% | Reduced |
| GeoWealth Management, LLC | 350 | $38.4K | 0.00% | +350 | New |
| Harvest Fund Management Co., Ltd | 373 | $41.0K | 0.00% | +373 | New |
| Tortoise Investment Management, LLC | 413 | $45.3K | 0.00% | +413 | New |
| Oarsman Capital, Inc. | 433 | $47.5K | 0.01% | +25+6.1% | Added |
| Parallel Advisors, LLC | 474 | $52.0K | 0.00% | +257+118.4% | Added |
| Proequities, Inc. | 518 | $57.6K | 0.00% | +501+2,947.1% | Added |
| Arcadia Investment Management Corp | 532 | $58.4K | 0.01% | +532 | New |
| Umb Bank N A | 545 | $59.8K | 0.00% | +110+25.3% | Added |
| Acadian Asset Management LLC | 576 | $63.0K | 0.00% | −352−37.9% | Reduced |
| Johnson Financial Group, Inc. | 585 | $65.2K | 0.00% | +585 | New |
| GWM Advisors LLC | 600 | $65.8K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 659 | $72.3K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 690 | $75.7K | 0.00% | +20+3.0% | Added |
| Park Place Capital Corp | 698 | $76.6K | 0.02% | +698 | New |
| Eagle Bay Advisors LLC | 723 | $79.3K | 0.05% | +723 | New |
| Farther Finance Advisors, LLC | 803 | $88.1K | 0.00% | −2,741−77.3% | Reduced |
| Fifth Third Bancorp | 852 | $93.5K | 0.00% | −45−5.0% | Reduced |
| GAMMA Investing LLC | 885 | $97.1K | 0.01% | +234+35.9% | Added |
| First Horizon Advisors, Inc. | 886 | $97.2K | 0.00% | −83−8.6% | Reduced |
| Quadrant Capital Group LLC | 908 | $99.6K | 0.01% | +81+9.8% | Added |
| Pinnacle Financial Partners Inc | 1,075 | $104.5K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,005 | $105.0K | 0.00% | −862−46.2% | Reduced |