| Bay Harbor Wealth Management, LLC | 1 | $202 | 0.00% | −1−50.0% | Reduced |
| Curio Wealth, LLC | 1 | $203 | 0.00% | +1 | New |
| Hughes Financial Services, LLC | 1 | $203 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $405 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 2 | $406 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 3 | $608 | 0.00% | +3 | New |
| Vermillion Wealth Management, Inc. | 3 | $608 | 0.00% | +3 | New |
| Godfrey Financial Associates, Inc. | 3 | $608 | 0.00% | +3 | New |
| Cornerstone Financial Management LLC | 3 | $608 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 4 | $811 | 0.00% | +1+33.3% | Added |
| Gilpin Wealth Management, LLC | 4 | $811 | 0.00% | +2+100.0% | Added |
| Avion Wealth | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 5 | $1.01K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 6 | $1.22K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 6 | $1.22K | 0.00% | +2+50.0% | Added |
| SBI Securities Co., Ltd. | 7 | $1.42K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 10 | $2.03K | 0.00% | +10 | New |
| Marquette Asset Management, LLC | 11 | $2.23K | 0.00% | +11 | New |
| Rossby Financial, LCC | 12 | $2.49K | 0.00% | +7+140.0% | Added |
| TD Capital Management LLC | 13 | $2.63K | 0.00% | +13 | New |
| Farmers & Merchants Investments Inc | 15 | $3.04K | 0.00% | −3−16.7% | Reduced |
| CoreCap Advisors, LLC | 17 | $3.44K | 0.00% | +17 | New |
| Retirement Wealth Solutions LLC | 17 | $3.44K | 0.00% | +4+30.8% | Added |
| True Wealth Design, LLC | 19 | $3.85K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 23 | $4.66K | 0.00% | +1+4.5% | Added |
| Fortitude Family Office, LLC | 24 | $4.86K | 0.00% | +13+118.2% | Added |
| Whittier Trust Co of Nevada Inc | 27 | $5.54K | 0.00% | +27 | New |
| Harvest Fund Management Co., Ltd | 29 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 36 | $7.29K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 36 | $7.29K | 0.00% | −1−2.7% | Reduced |
| Private Wealth Management Group, LLC | 37 | $7.49K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 39 | $8.08K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 42 | $8.51K | 0.00% | +18+75.0% | Added |
| CVA Family Office, LLC | 43 | $8.71K | 0.00% | +39+975.0% | Added |
| Valley National Advisers Inc | 50 | $10.0K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 50 | $10.1K | 0.00% | +36+257.1% | Added |
| TD Waterhouse Canada Inc. | 50 | $10.4K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 53 | $10.7K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 60 | $12.2K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 63 | $12.8K | 0.00% | +63 | New |
| Basecamp Wealth Advisors LLC | 66 | $13.4K | 0.00% | −29−30.5% | Reduced |
| WPG Advisers, LLC | 66 | $13.4K | 0.01% | +66 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 69 | $14.0K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 73 | $14.8K | 0.00% | +14+23.7% | Added |
| Kilter Group LLC | 74 | $15.0K | 0.01% | +71+2,366.7% | Added |
| Massmutual Trust Co FSB | 75 | $15.2K | 0.00% | −53−41.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 86 | $17.4K | 0.00% | −38−30.6% | Reduced |
| Essential Partners LLC | 89 | $18.0K | 0.01% | +2+2.3% | Added |
| Harbor Capital Advisors, Inc. | 94 | $19.0K | 0.00% | +31+49.2% | Added |
| Mather Group, LLC. | 98 | $19.8K | 0.00% | +98 | New |
| Steward Partners Investment Advisory, LLC | 100 | $20.3K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 106 | $21.5K | 0.00% | +11+11.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 108 | $21.9K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 122 | $24.7K | 0.02% | +122 | New |
| Covestor Ltd | 139 | $28.0K | 0.02% | −101−42.1% | Reduced |
| Parkside Financial Bank & Trust | 139 | $28.2K | 0.00% | +56+67.5% | Added |
| Umb Bank N A | 150 | $30.4K | 0.00% | +4+2.7% | Added |
| Exchange Traded Concepts, LLC | 172 | $34.8K | 0.00% | +172 | New |
| Ameritas Advisory Services, LLC | 176 | $35.6K | 0.00% | +176 | New |
| Aster Capital Management (DIFC) Ltd | 279 | $35.7K | 0.01% | +279 | New |
| Parallel Advisors, LLC | 184 | $37.3K | 0.00% | +8+4.5% | Added |
| Advisory Services Network, LLC | 195 | $39.5K | 0.00% | +195 | New |
| Winch Advisory Services, LLC | 200 | $40.5K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 207 | $42.0K | 0.00% | +131+172.4% | Added |
| Salomon & Ludwin, LLC | 209 | $43.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 222 | $45.0K | 0.00% | −49−18.1% | Reduced |
| Eurizon Capital SGR S.p.A. | 234 | $45.4K | 0.00% | +132+129.4% | Added |
| Bollard Group LLC | 240 | $49.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 280 | $56.7K | 0.00% | −40−12.5% | Reduced |
| Allworth Financial LP | 293 | $59.3K | 0.00% | −9−3.0% | Reduced |
| Huntington National Bank | 301 | $61.0K | 0.00% | −109−26.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 310 | $62.8K | 0.02% | +310 | New |
| Rockefeller Capital Management L.P. | 321 | $65.0K | 0.00% | +190+145.0% | Added |
| Wellington Grp LLC | 340 | $68.9K | 0.02% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 380 | $75.7K | 0.00% | +267+236.3% | Added |
| Caitong International Asset Management Co., Ltd | 384 | $77.8K | 0.01% | +384 | New |
| Smartleaf Asset Management LLC | 422 | $81.4K | 0.00% | −494−53.9% | Reduced |
| Bartlett & Co. Wealth Management LLC | 330 | $86.6K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 500 | $101.3K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 500 | $101.3K | 0.06% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 509 | $103.1K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 539 | $111.7K | 0.00% | +28+5.5% | Added |
| N.E.W. Advisory Services LLC | 681 | $137.9K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 717 | $145.2K | 0.02% | +26+3.8% | Added |
| Kemnay Advisory Services Inc. | 736 | $149.1K | 0.02% | +138+23.1% | Added |
| KBC Group NV | 911 | $185.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 980 | $198.5K | 0.00% | +232+31.0% | Added |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,000 | $202.5K | 0.00% | +1,000 | New |
| Windsor Capital Management, LLC | 1,000 | $202.5K | 0.06% | +1,000 | New |
| Essex LLC | 1,000 | $202.5K | 0.04% | +1,000 | New |
| Patron Partners Advisors, LLC | 1,002 | $202.9K | 0.09% | −645−39.2% | Reduced |
| Cresset Asset Management, LLC | 1,011 | $204.8K | 0.00% | +1,011 | New |
| Fox Run Management, L.L.C. | 1,097 | $211.7K | 0.04% | +1,097 | New |
| Sage Rhino Capital LLC | 1,057 | $214.1K | 0.04% | +1,057 | New |
| Moneta Group Investment Advisors LLC | 1,069 | $216.5K | 0.00% | +1,069 | New |
| Delta Investment Management, LLC | 1,079 | $218.5K | 0.04% | −393−26.7% | Reduced |
| Seeds Investor LLC | 1,003 | $228.6K | 0.03% | +1,003 | New |