| Hantz Financial Services, Inc. | 2 | $0 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 1 | $154 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $155 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $308 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 2 | $308 | 0.00% | +2 | New |
| Abound Wealth Management | 2 | $309 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 2 | $309 | 0.00% | +2 | New |
| Decker Retirement Planning Inc. | 2 | $309 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 3 | $447 | 0.00% | +3 | New |
| True Wealth Design, LLC | 4 | $617 | 0.00% | +1+33.3% | Added |
| UMA Financial Services, Inc. | 4 | $617 | 0.00% | +4 | New |
| Huntington National Bank | 5 | $771 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $772 | 0.00% | +1+25.0% | Added |
| Prestige Wealth Management Group LLC | 6 | $926 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $926 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 7 | $1.08K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 7 | $1.08K | 0.00% | +7 | New |
| Atlantic Trust, LLC | 8 | $1.23K | 0.00% | +8 | New |
| Bare Financial Services, Inc | 8 | $1.23K | 0.00% | +8 | New |
| SJS Investment Consulting Inc. | 9 | $1.39K | 0.00% | +5+125.0% | Added |
| First Horizon Advisors, Inc. | 10 | $1.54K | 0.00% | +10 | New |
| Fortitude Family Office, LLC | 10 | $1.54K | 0.00% | +10 | New |
| Essential Partners LLC | 10 | $1.54K | 0.00% | +10 | New |
| Beacon Capital Management, LLC | 11 | $1.70K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 12 | $1.85K | 0.00% | +8+200.0% | Added |
| Picton Mahoney Asset Management | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 13 | $2.00K | 0.00% | +13 | New |
| Mark Sheptoff Financial Planning, LLC | 15 | $2.31K | 0.00% | +15 | New |
| ORG Partners LLC | 16 | $2.38K | 0.00% | +16 | New |
| Farmers & Merchants Investments Inc | 16 | $2.47K | 0.00% | −1−5.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 16 | $2.47K | 0.00% | +16 | New |
| JFS Wealth Advisors, LLC | 18 | $2.78K | 0.00% | +6+50.0% | Added |
| Park Square Financial Group, LLC | 18 | $2.78K | 0.00% | +18 | New |
| Bogart Wealth, LLC | 20 | $3.08K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 20 | $3.08K | 0.00% | +2+11.1% | Added |
| Massmutual Trust Co FSB | 23 | $3.55K | 0.00% | +5+27.8% | Added |
| High Note Wealth, LLC | 23 | $3.55K | 0.00% | +23 | New |
| Versant Capital Management, Inc | 24 | $3.70K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 28 | $4.32K | 0.00% | −11−28.2% | Reduced |
| CIBC Private Wealth Group, LLC | 30 | $4.63K | 0.00% | +12+66.7% | Added |
| Riggs Asset Managment Co. Inc. | 31 | $4.78K | 0.00% | +31 | New |
| Geneos Wealth Management Inc. | 32 | $4.94K | 0.00% | +32 | New |
| Hemington Wealth Management | 42 | $6.00K | 0.00% | +13+44.8% | Added |
| Pittenger & Anderson Inc | 40 | $6.17K | 0.00% | +40 | New |
| LRI Investments, LLC | 46 | $7.08K | 0.00% | −14−23.3% | Reduced |
| Private Trust Co NA | 46 | $7.10K | 0.00% | +46 | New |
| McIlrath & Eck, LLC | 47 | $7.25K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 48 | $7.40K | 0.00% | +33+220.0% | Added |
| Hillsdale Investment Management Inc. | 50 | $7.71K | 0.00% | −10−16.7% | Reduced |
| Parkside Financial Bank & Trust | 50 | $7.71K | 0.00% | +4+8.7% | Added |
| MAI Capital Management | 51 | $7.87K | 0.00% | +51 | New |
| Parallel Advisors, LLC | 52 | $8.02K | 0.00% | −118−69.4% | Reduced |
| Accent Capital Management, LLC | 54 | $8.33K | 0.00% | +54 | New |
| Rothschild Investment LLC | 55 | $8.48K | 0.00% | +5+10.0% | Added |
| Newbridge Financial Services Group, Inc. | 58 | $8.88K | 0.00% | +58 | New |
| Keener Financial Planning LLC | 60 | $9.00K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 61 | $9.41K | 0.01% | +61 | New |
| Sterling Capital Management LLC | 64 | $9.87K | 0.00% | +37+137.0% | Added |
| Hazlett, Burt & Watson, Inc. | 65 | $10.0K | 0.00% | +65 | New |
| Richardson Financial Services Inc. | 70 | $10.4K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 68 | $10.5K | 0.00% | −53−43.8% | Reduced |
| Rise Advisors, LLC | 73 | $11.3K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 74 | $11.4K | 0.00% | +41+124.2% | Added |
| Matrix Trust Co | 75 | $12.0K | 0.00% | +75 | New |
| Skopos Labs, Inc. | 87 | $13.4K | 0.00% | +16+22.5% | Added |
| Twin Peaks Wealth Advisors, LLC | 114 | $14.0K | 0.00% | +114 | New |
| Umb Bank N A | 92 | $14.2K | 0.00% | +7+8.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 121 | $18.7K | 0.00% | +121 | New |
| Fifth Third Bancorp | 140 | $21.6K | 0.00% | −8−5.4% | Reduced |
| SBI Securities Co., Ltd. | 170 | $26.2K | 0.00% | −450−72.6% | Reduced |
| TCTC Holdings, LLC | 176 | $27.1K | 0.00% | −205−53.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 181 | $27.9K | 0.02% | +55+43.7% | Added |
| Allworth Financial LP | 207 | $31.9K | 0.00% | +197+1,970.0% | Added |
| Whittier Trust Co of Nevada Inc | 219 | $33.8K | 0.00% | −76−25.8% | Reduced |
| Global Retirement Partners, LLC | 225 | $34.7K | 0.00% | +225 | New |
| State of Wyoming | 257 | $39.6K | 0.00% | −298−53.7% | Reduced |
| Opal Wealth Advisors, LLC | 257 | $39.6K | 0.01% | −79−23.5% | Reduced |
| Simplex Trading, LLC | 280 | $43.0K | 0.00% | +111+65.7% | Added |
| Maseco LLP | 291 | $44.9K | 0.00% | +291 | New |
| Clearstead Advisors, LLC | 303 | $46.7K | 0.00% | +303 | New |
| Hollencrest Capital Management | 313 | $48.3K | 0.00% | +113+56.5% | Added |
| Principal Securities, Inc. | 327 | $50.4K | 0.00% | +288+738.5% | Added |
| Nisa Investment Advisors, LLC | 334 | $51.5K | 0.00% | +23+7.4% | Added |
| Atwood & Palmer Inc | 350 | $54.0K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 393 | $60.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 335 | $60.9K | 0.00% | +284+556.9% | Added |
| Quarry LP | 402 | $62.0K | 0.01% | +402 | New |
| Aster Capital Management (DIFC) Ltd | 436 | $67.3K | 0.02% | −587−57.4% | Reduced |
| Signaturefd, LLC | 444 | $68.5K | 0.00% | +3+0.7% | Added |
| Smartleaf Asset Management LLC | 500 | $76.7K | 0.01% | +45+9.9% | Added |
| Bullock Wealth Management Group | 640 | $95.2K | 0.05% | +584+1,042.9% | Added |
| USA Financial Portformulas Corp | 659 | $101.7K | 0.02% | +261+65.6% | Added |
| GWM Advisors LLC | 713 | $110.0K | 0.00% | +235+49.2% | Added |
| KBC Group NV | 737 | $114.0K | 0.00% | −403−35.4% | Reduced |
| GAMMA Investing LLC | 833 | $128.5K | 0.01% | +105+14.4% | Added |
| Gitterman Wealth Management, LLC | 863 | $133.1K | 0.03% | +863 | New |
| Farther Finance Advisors, LLC | 952 | $146.8K | 0.00% | +835+713.7% | Added |
| Jones Financial Companies LLLP | 968 | $148.5K | 0.00% | +70+7.8% | Added |
| Harvest Fund Management Co., Ltd | 1,081 | $167.0K | 0.01% | +13+1.2% | Added |
| Avanza Fonder AB | 1,197 | $184.6K | 0.01% | 00.0% | Unchanged |