| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 10 | $0 | 0.00% | +10 | New |
| Baldrige Asset Management LLC | 9 | $0 | 0.00% | +9 | New |
| Avion Wealth | 17 | $0 | 0.00% | +17 | New |
| Householder Group Estate & Retirement Specialist, LLC | 2 | $0 | 0.00% | +2 | New |
| Hallmark Capital Management Inc | 1 | $33 | 0.00% | −86,376−100.0% | Reduced |
| GWM Advisors LLC | 2 | $98 | 0.00% | −778−99.7% | Reduced |
| JJJ Advisors Inc. | 3 | $149 | 0.00% | +3 | New |
| IFP Advisors, Inc | 8 | $338 | 0.00% | −184−95.8% | Reduced |
| Rise Advisors, LLC | 8 | $391 | 0.00% | +8 | New |
| Disciplined Investments, LLC | 11 | $538 | 0.00% | −1−8.3% | Reduced |
| Grey Fox Wealth Advisors, LLC | 11 | $543 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 12 | $587 | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 12 | $587 | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 13 | $636 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 14 | $684 | 0.00% | +14 | New |
| WealthPLAN Partners, LLC | 14 | $684 | 0.00% | +14 | New |
| SJS Investment Consulting Inc. | 14 | $685 | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 15 | $733 | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 17 | $831 | 0.00% | +17 | New |
| Farther Finance Advisors, LLC | 19 | $929 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 19 | $929 | 0.00% | +5+35.7% | Added |
| Ameritas Advisory Services, LLC | 20 | $953 | 0.00% | +20 | New |
| ClariVest Asset Management LLC | 17 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 25 | $1.22K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 29 | $1.42K | 0.00% | −20−40.8% | Reduced |
| RFP Financial Group LLC | 32 | $1.56K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 33 | $1.61K | 0.00% | +33 | New |
| USA Financial Portformulas Corp | 35 | $1.71K | 0.00% | +35 | New |
| Milestone Investment Advisors LLC | 35 | $1.71K | 0.00% | +35 | New |
| Farmers & Merchants Investments Inc | 41 | $2.00K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 43 | $2.12K | 0.00% | −47−52.2% | Reduced |
| Pinnacle Financial Partners Inc | 49 | $2.40K | 0.00% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 50 | $2.44K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 60 | $2.93K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 60 | $2.93K | 0.00% | −7−10.4% | Reduced |
| Capital Advisors, Ltd. LLC | 63 | $3.00K | 0.00% | +37+142.3% | Added |
| Bogart Wealth, LLC | 75 | $3.67K | 0.00% | +75 | New |
| JFS Wealth Advisors, LLC | 77 | $3.77K | 0.00% | −4−4.9% | Reduced |
| International Assets Investment Management, LLC | 87 | $4.25K | 0.00% | +87 | New |
| Pacifica Partners Inc. | 85 | $4.27K | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 99 | $4.84K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 97 | $5.00K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 104 | $5.08K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 107 | $5.23K | 0.00% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 118 | $6.00K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 129 | $6.31K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 140 | $6.84K | 0.00% | +20+16.7% | Added |
| Quarry LP | 143 | $6.99K | 0.00% | −42−22.7% | Reduced |
| Glassman Wealth Services | 146 | $7.14K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 157 | $7.68K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 169 | $8.26K | 0.00% | +132+356.8% | Added |
| Pittenger & Anderson Inc | 175 | $8.56K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 181 | $8.85K | 0.00% | +28+18.3% | Added |
| AdvisorNet Financial, Inc | 184 | $9.00K | 0.00% | +3+1.7% | Added |
| Lindbrook Capital, LLC | 187 | $9.14K | 0.00% | +5+2.7% | Added |
| Cary Street Partner Investment Advisory LLC | 198 | $9.68K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 200 | $9.78K | 0.00% | −800−80.0% | Reduced |
| Raleigh Capital Management Inc. | 216 | $10.6K | 0.01% | +88+68.8% | Added |
| Covestor Ltd | 219 | $11.0K | 0.01% | −3,641−94.3% | Reduced |
| Lee Financial Co | 235 | $11.5K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 281 | $13.9K | 0.00% | +85+43.4% | Added |
| Dark Forest Capital Management LP | 290 | $14.2K | 0.00% | +290 | New |
| Advisory Services Network, LLC | 296 | $14.5K | 0.00% | +7+2.4% | Added |
| McIlrath & Eck, LLC | 300 | $14.7K | 0.00% | +2+0.7% | Added |
| Belpointe Asset Management LLC | 340 | $16.6K | 0.00% | +196+136.1% | Added |
| IMA Wealth, Inc. | 393 | $19.4K | 0.01% | −393−50.0% | Reduced |
| Bartlett & Co. Wealth Management LLC | 400 | $19.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 400 | $20.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 414 | $20.2K | 0.00% | +5+1.2% | Added |
| Tilia Fiduciary Partners, Inc. | 448 | $21.9K | 0.02% | +4+0.9% | Added |
| Global Retirement Partners, LLC | 442 | $22.1K | 0.00% | −392−47.0% | Reduced |
| Hexagon Capital Partners LLC | 468 | $22.9K | 0.01% | +254+118.7% | Added |
| Steward Partners Investment Advisory, LLC | 500 | $24.4K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 600 | $29.3K | 0.00% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 608 | $30.0K | 0.00% | −263,923−99.8% | Reduced |
| Allworth Financial LP | 695 | $34.0K | 0.00% | +44+6.8% | Added |
| Institutional & Family Asset Management, LLC | 722 | $35.3K | 0.01% | +37+5.4% | Added |
| Cascade Investment Advisors, Inc. | 727 | $35.5K | 0.03% | +727 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 768 | $37.5K | 0.00% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 800 | $39.1K | 0.02% | +800 | New |
| Nomura Asset Management Co Ltd | 890 | $43.5K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 946 | $46.0K | 0.01% | +569+150.9% | Added |
| EverSource Wealth Advisors, LLC | 995 | $48.6K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 1,000 | $48.9K | 0.00% | −6−0.6% | Reduced |
| Hussman Strategic Advisors, Inc. | 1,000 | $48.9K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 1,053 | $51.5K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 1,100 | $53.8K | 0.03% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,119 | $54.7K | 0.00% | +35+3.2% | Added |
| Northwestern Mutual Wealth Management Co | 1,143 | $55.9K | 0.00% | −120−9.5% | Reduced |
| Signaturefd, LLC | 1,476 | $72.2K | 0.00% | +335+29.4% | Added |
| Ci Investments Inc. | 1,558 | $76.0K | 0.00% | +123+8.6% | Added |
| Quadrant Capital Group LLC | 1,607 | $78.6K | 0.01% | +1,218+313.1% | Added |
| Ronald Blue Trust, Inc. | 2,035 | $99.0K | 0.00% | +488+31.5% | Added |
| State of Wyoming | 2,169 | $106.0K | 0.03% | +2,169 | New |
| Walleye Trading LLC | 2,393 | $117.0K | 0.00% | −269−10.1% | Reduced |
| Colonial Trust Co | 2,554 | $124.8K | 0.03% | +10+0.4% | Added |
| Acadian Asset Management LLC | 3,252 | $158.0K | 0.00% | +3,252 | New |
| Nisa Investment Advisors, LLC | 3,302 | $161.0K | 0.00% | −3,500−51.5% | Reduced |
| DekaBank Deutsche Girozentrale | 3,407 | $161.0K | 0.00% | 00.0% | Unchanged |
