| Bellwether Advisors, LLC | 4 | $143 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 10 | $358 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 10 | $358 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 10 | $358 | 0.00% | +10 | New |
| ZRC Wealth Management, LLC | 12 | $430 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 11 | $492 | 0.00% | +11 | New |
| Raleigh Capital Management Inc. | 14 | $501 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 14 | $501 | 0.00% | +14 | New |
| HighMark Wealth Management LLC | 15 | $537 | 0.00% | +15 | New |
| Medallion Wealth Advisors, LLC | 17 | $584 | 0.00% | +3+21.4% | Added |
| Garde Capital, Inc. | 19 | $680 | 0.00% | +19 | New |
| Bell Investment Advisors, Inc | 21 | $752 | 0.00% | +21 | New |
| Hughes Financial Services, LLC | 25 | $1.10K | 0.00% | −75−75.0% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 26 | $1.13K | 0.00% | +26 | New |
| SWAN Capital LLC | 32 | $1.15K | 0.00% | +32 | New |
| Bradley & Co. Private Wealth Management, LLC | 45 | $1.61K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 50 | $1.79K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 50 | $1.79K | 0.00% | +50 | New |
| Assetmark, Inc | 62 | $2.22K | 0.00% | +62 | New |
| Fortitude Family Office, LLC | 66 | $2.36K | 0.00% | +66 | New |
| Highline Wealth Partners LLC | 67 | $2.40K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 69 | $2.47K | 0.00% | +69 | New |
| MAI Capital Management | 71 | $2.54K | 0.00% | +13+22.4% | Added |
| TD Private Client Wealth LLC | 71 | $2.54K | 0.00% | +70+7,000.0% | Added |
| Caldwell Sutter Capital, Inc. | 83 | $2.97K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 88 | $3.15K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 88 | $3.15K | 0.00% | +34+63.0% | Added |
| Strategic Investment Solutions, Inc. | 100 | $3.58K | 0.00% | −1,130−91.9% | Reduced |
| Huntington National Bank | 103 | $3.67K | 0.00% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 106 | $3.79K | 0.00% | +106 | New |
| Migdal Insurance & Financial Holdings Ltd. | 121 | $4.00K | 0.00% | +121 | New |
| Essential Partners LLC | 113 | $4.04K | 0.00% | +113 | New |
| Stone House Investment Management, LLC | 120 | $4.29K | 0.00% | +120 | New |
| Meeder Asset Management Inc | 139 | $4.97K | 0.00% | −18−11.5% | Reduced |
| Delta Asset Management LLC | 140 | $5.01K | 0.00% | +140 | New |
| Aspect Partners, LLC | 155 | $5.54K | 0.00% | +155 | New |
| UMA Financial Services, Inc. | 175 | $6.26K | 0.00% | +121+224.1% | Added |
| Concord Wealth Partners | 176 | $6.30K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 181 | $6.47K | 0.00% | +141+352.5% | Added |
| Sittner & Nelson, LLC | 200 | $7.15K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 200 | $7.15K | 0.00% | +200 | New |
| Fourth Dimension Wealth, LLC | 200 | $7.15K | 0.00% | +200 | New |
| Pension & Wealth Management Advisors, Inc. | 207 | $7.44K | 0.00% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 213 | $7.62K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 219 | $7.83K | 0.00% | +189+630.0% | Added |
| DecisionPoint Financial, LLC | 247 | $8.48K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 239 | $8.55K | 0.00% | +239 | New |
| Cullen/Frost Bankers, Inc. | 250 | $8.94K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 331 | $11.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 346 | $12.0K | 0.00% | +33+10.5% | Added |
| SRS Capital Advisors, Inc. | 343 | $12.3K | 0.00% | −82−19.3% | Reduced |
| Aventura Private Wealth, LLC | 360 | $12.9K | 0.01% | +200+125.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 363 | $13.0K | 0.01% | −95−20.7% | Reduced |
| Centerpoint Advisors, LLC | 375 | $13.0K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 368 | $13.0K | 0.00% | −892−70.8% | Reduced |
| Riggs Asset Managment Co. Inc. | 391 | $14.0K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 400 | $14.3K | 0.00% | +400 | New |
| Harvest Fund Management Co., Ltd | 424 | $15.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 434 | $15.5K | 0.00% | +434 | New |
| Murphy & Mullick Capital Management Corp | 500 | $17.9K | 0.01% | +500 | New |
| Covestor Ltd | 517 | $18.0K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 571 | $20.4K | 0.00% | +571 | New |
| AllSquare Wealth Management LLC | 575 | $20.6K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 577 | $20.6K | 0.00% | +577 | New |
| Sterling Capital Management LLC | 592 | $21.2K | 0.00% | +221+59.6% | Added |
| Dogwood Wealth Management LLC | 549 | $21.3K | 0.01% | −1−0.2% | Reduced |
| Rise Advisors, LLC | 641 | $22.9K | 0.01% | −27−4.0% | Reduced |
| Wood Tarver Financial Group, LLC | 664 | $23.0K | 0.01% | +420+172.1% | Added |
| Accent Capital Management, LLC | 735 | $26.3K | 0.01% | −290−28.3% | Reduced |
| Hollencrest Capital Management | 740 | $26.5K | 0.00% | −250−25.3% | Reduced |
| Copia Wealth Management | 758 | $27.1K | 0.02% | +80+11.8% | Added |
| Compagnie Lombard Odier SCmA | 770 | $27.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 796 | $28.5K | 0.00% | +416+109.5% | Added |
| Crews Bank & Trust | 800 | $28.6K | 0.00% | 00.0% | Unchanged |
| Your Advocates Ltd., LLP | 900 | $32.2K | 0.01% | +10+1.1% | Added |
| Clearstead Advisors, LLC | 944 | $33.8K | 0.00% | +644+214.7% | Added |
| Atlantic Union Bankshares Corp | 1,002 | $35.8K | 0.00% | +1,002 | New |
| Kilter Group LLC | 1,033 | $37.0K | 0.02% | +1,033 | New |
| ORG Partners LLC | 1,095 | $37.6K | 0.01% | +910+491.9% | Added |
| Ci Investments Inc. | 1,161 | $42.0K | 0.00% | +125+12.1% | Added |
| Truvestments Capital LLC | 1,276 | $45.6K | 0.01% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,340 | $47.9K | 0.01% | +1,300+3,250.0% | Added |
| Cheviot Value Management, LLC | 1,100 | $49.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,446 | $51.7K | 0.00% | −202−12.3% | Reduced |
| GAMMA Investing LLC | 1,518 | $54.3K | 0.00% | +405+36.4% | Added |
| Versant Capital Management, Inc | 1,588 | $56.8K | 0.01% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 1,650 | $59.0K | 0.01% | −1,100−40.0% | Reduced |
| Gould Capital, LLC | 2,000 | $71.5K | 0.05% | −500−20.0% | Reduced |
| IFP Advisors, Inc | 2,290 | $74.0K | 0.00% | +1,008+78.6% | Added |
| Farther Finance Advisors, LLC | 2,086 | $74.6K | 0.00% | +183+9.6% | Added |
| Bartlett & Co. Wealth Management LLC | 2,100 | $75.1K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,170 | $77.6K | 0.01% | +1,700+361.7% | Added |
| TSFG, LLC | 2,175 | $78.0K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 2,229 | $79.7K | 0.00% | −5,406−70.8% | Reduced |
| Daiwa Securities Group Inc. | 2,243 | $80.0K | 0.00% | −533−19.2% | Reduced |
| Larson Financial Group LLC | 2,284 | $81.7K | 0.00% | +14+0.6% | Added |
| Parallel Advisors, LLC | 2,484 | $88.9K | 0.00% | +43+1.8% | Added |
| Principal Securities, Inc. | 3,188 | $114.0K | 0.00% | −2,168−40.5% | Reduced |
| Sentry Investment Management LLC | 3,047 | $118.0K | 0.07% | +3,047 | New |
| National Bank of Canada | 3,304 | $118.0K | 0.00% | +186+6.0% | Added |