| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 3 | $534 | 0.00% | +3 | New |
| Ronald Blue Trust, Inc. | 3 | $543 | 0.00% | +3 | New |
| CVA Family Office, LLC | 3 | $659 | 0.00% | +3 | New |
| TD Private Client Wealth LLC | 4 | $878 | 0.00% | +4 | New |
| Avion Wealth | 8 | $1.00K | 0.00% | +5+166.7% | Added |
| Valley National Advisers Inc | 5 | $1.00K | 0.00% | +5 | New |
| Manchester Capital Management LLC | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $1.10K | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 6 | $1.18K | 0.00% | −1−14.3% | Reduced |
| Montag A & Associates Inc | 8 | $1.66K | 0.00% | −1−11.1% | Reduced |
| Continuum Advisory, LLC | 8 | $1.76K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 8 | $1.76K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 8 | $1.76K | 0.00% | +2+33.3% | Added |
| Financial Network Wealth Advisors LLC | 8 | $1.76K | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $2.42K | 0.00% | +1+10.0% | Added |
| RFP Financial Group LLC | 14 | $3.07K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 14 | $3.07K | 0.00% | +14 | New |
| Key Financial Inc | 16 | $3.51K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 17 | $3.73K | 0.00% | −282−94.3% | Reduced |
| SJS Investment Consulting Inc. | 17 | $3.73K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 17 | $3.73K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 17 | $3.73K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 18 | $3.95K | 0.00% | +18 | New |
| Rothschild Investment LLC | 19 | $4.17K | 0.00% | +14+280.0% | Added |
| Farmers & Merchants Investments Inc | 20 | $4.39K | 0.00% | 00.0% | Unchanged |
| First Financial Corp | 23 | $5.05K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 24 | $5.27K | 0.00% | +16+200.0% | Added |
| Geneos Wealth Management Inc. | 24 | $5.27K | 0.00% | +24 | New |
| Bell Investment Advisors, Inc | 25 | $5.49K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 25 | $5.49K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 25 | $5.49K | 0.00% | +12+92.3% | Added |
| Hollencrest Capital Management | 25 | $5.49K | 0.00% | +25 | New |
| Bokf, NA | 26 | $5.71K | 0.00% | +8+44.4% | Added |
| Proequities, Inc. | 27 | $5.93K | 0.00% | +19+237.5% | Added |
| Y.D. More Investments Ltd | 30 | $6.59K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 31 | $6.81K | 0.00% | +31 | New |
| Bellevue Asset Management, LLC | 32 | $7.03K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 32 | $7.03K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 34 | $7.47K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 34 | $7.47K | 0.01% | +34 | New |
| Creative Financial Designs Inc | 40 | $8.78K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 40 | $8.78K | 0.00% | +40 | New |
| Benjamin F. Edwards & Company, Inc. | 42 | $9.00K | 0.00% | −13−23.6% | Reduced |
| Mather Group, LLC. | 52 | $9.40K | 0.00% | +52 | New |
| Hexagon Capital Partners LLC | 45 | $9.88K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 48 | $10.5K | 0.00% | +48 | New |
| Smartleaf Asset Management LLC | 59 | $13.0K | 0.00% | +46+353.8% | Added |
| VisionPoint Advisory Group, LLC | 61 | $13.4K | 0.00% | +61 | New |
| Matrix Trust Co | 65 | $14.0K | 0.00% | +65 | New |
| Federation des caisses Desjardins du Quebec | 64 | $14.1K | 0.00% | −16−20.0% | Reduced |
| Allworth Financial LP | 84 | $16.5K | 0.00% | +65+342.1% | Added |
| Parkside Financial Bank & Trust | 78 | $17.1K | 0.00% | +78 | New |
| Washington Trust Co | 79 | $17.3K | 0.00% | −121−60.5% | Reduced |
| Crewe Advisors LLC | 82 | $18.0K | 0.00% | +53+182.8% | Added |
| Washington Trust Advisors, Inc. | 86 | $18.9K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 90 | $19.8K | 0.00% | +90 | New |
| International Assets Investment Management, LLC | 100 | $22.0K | 0.00% | −3,859−97.5% | Reduced |
| Centerpoint Advisors, LLC | 100 | $22.0K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 101 | $22.2K | 0.00% | −27−21.1% | Reduced |
| EverSource Wealth Advisors, LLC | 118 | $22.6K | 0.00% | +22+22.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 110 | $24.2K | 0.00% | +78+243.8% | Added |
| Quarry LP | 113 | $24.8K | 0.01% | +79+232.4% | Added |
| Massmutual Trust Co FSB | 116 | $25.5K | 0.00% | +28+31.8% | Added |
| Contravisory Investment Management, Inc. | 119 | $26.1K | 0.01% | −61−33.9% | Reduced |
| Raffa Wealth Management, LLC | 119 | $26.1K | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 124 | $27.2K | 0.00% | +108+675.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 175 | $38.4K | 0.00% | −11−5.9% | Reduced |
| Clearstead Advisors, LLC | 190 | $41.7K | 0.00% | +169+804.8% | Added |
| Smithfield Trust Co | 201 | $43.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 198 | $43.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 200 | $43.9K | 0.00% | −173−46.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 200 | $43.9K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 210 | $46.1K | 0.02% | 00.0% | Unchanged |
| IFP Advisors, Inc | 223 | $49.0K | 0.00% | +32+16.8% | Added |
| Rakuten Securities, Inc. | 230 | $50.5K | 0.02% | +155+206.7% | Added |
| Global Retirement Partners, LLC | 230 | $50.5K | 0.00% | +206+858.3% | Added |
| LGT Financial Advisors LLC | 245 | $53.8K | 0.11% | +90+58.1% | Added |
| USA Financial Portformulas Corp | 261 | $57.3K | 0.01% | +142+119.3% | Added |
| Fifth Third Bancorp | 293 | $64.3K | 0.00% | +84+40.2% | Added |
| Gen-Wealth Partners Inc | 328 | $72.0K | 0.03% | +328 | New |
| Huntington National Bank | 335 | $73.6K | 0.00% | +66+24.5% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 374 | $82.1K | 0.00% | −6,091−94.2% | Reduced |
| Parallel Advisors, LLC | 399 | $87.6K | 0.00% | +15+3.9% | Added |
| Danske Bank A/S | 400 | $87.8K | 0.00% | −4,100−91.1% | Reduced |
| Walleye Capital LLC | 401 | $88.0K | 0.00% | +401 | New |
| GAMMA Investing LLC | 427 | $93.8K | 0.01% | +135+46.2% | Added |
| Van Eck Associates Corp | 456 | $100.0K | 0.00% | +102+28.8% | Added |
| CIBC Private Wealth Group, LLC | 437 | $101.6K | 0.00% | −82−15.8% | Reduced |
| LRI Investments, LLC | 525 | $115.3K | 0.01% | +525 | New |
| Asset Dedication, LLC | 579 | $127.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 750 | $164.7K | 0.00% | +22+3.0% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 687 | $167.8K | 0.00% | −2,583−79.0% | Reduced |
| ZRC Wealth Management, LLC | 786 | $172.6K | 0.08% | 00.0% | Unchanged |
| Principal Securities, Inc. | 787 | $172.8K | 0.00% | +755+2,359.4% | Added |
| Central Pacific Bank - Trust Division | 800 | $175.6K | 0.02% | −170−17.5% | Reduced |
| Farther Finance Advisors, LLC | 917 | $200.8K | 0.01% | +324+54.6% | Added |
| Counterpoint Mutual Funds LLC | 924 | $202.9K | 0.05% | +924 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 942 | $206.8K | 0.00% | +942 | New |
| Journey Strategic Wealth LLC | 951 | $208.8K | 0.01% | +951 | New |
