| Rothschild Investment LLC | 1 | $272 | 0.00% | +1 | New |
| Legacy Investment Solutions, LLC | 2 | $521 | 0.00% | +2 | New |
| Legacy Wealth Managment, LLC | 2 | $521 | 0.00% | +2 | New |
| Financial Management Professionals, Inc. | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | +2+100.0% | Added |
| Eagle Bay Advisors LLC | 5 | $1.36K | 0.00% | +5 | New |
| Bell Investment Advisors, Inc | 7 | $1.91K | 0.00% | −5−41.7% | Reduced |
| Hollencrest Capital Management | 7 | $1.91K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 9 | $2.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 8 | $2.15K | 0.00% | +8 | New |
| Farther Finance Advisors, LLC | 9 | $2.45K | 0.00% | +4+80.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 9 | $2.45K | 0.00% | +9 | New |
| Beacon Capital Management, LLC | 10 | $2.72K | 0.00% | +10 | New |
| Larson Financial Group LLC | 11 | $3.00K | 0.00% | +10+1,000.0% | Added |
| CIBC Private Wealth Group, LLC | 11 | $3.00K | 0.00% | +11 | New |
| DiNuzzo Private Wealth, Inc. | 11 | $3.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 12 | $3.27K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 12 | $3.27K | 0.00% | +3+33.3% | Added |
| Jaffetilchin Investment Partners, LLC | 12 | $3.27K | 0.00% | +12 | New |
| TD Capital Management LLC | 12 | $3.34K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 13 | $3.50K | 0.00% | −2−13.3% | Reduced |
| Capital Performance Advisors LLP | 13 | $3.54K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 13 | $3.54K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 15 | $3.85K | 0.00% | +6+66.7% | Added |
| Red Tortoise LLC | 15 | $4.09K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 17 | $4.63K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $4.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $5.72K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 21 | $5.72K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 21 | $5.72K | 0.00% | +21 | New |
| WealthCollab, LLC | 25 | $6.81K | 0.00% | +3+13.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 28 | $7.63K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 33 | $8.85K | 0.00% | −13−28.3% | Reduced |
| Prestige Wealth Management Group LLC | 33 | $8.99K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 35 | $9.53K | 0.00% | +35 | New |
| JFS Wealth Advisors, LLC | 38 | $10.4K | 0.00% | +1+2.7% | Added |
| Lindbrook Capital, LLC | 40 | $10.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 40 | $10.9K | 0.00% | +11+37.9% | Added |
| Sound Income Strategies, LLC | 41 | $11.2K | 0.00% | +41 | New |
| Allworth Financial LP | 46 | $12.5K | 0.00% | +6+15.0% | Added |
| Fortitude Family Office, LLC | 49 | $13.3K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 50 | $13.6K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 51 | $13.9K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 59 | $16.0K | 0.00% | +59 | New |
| Hemington Wealth Management | 63 | $16.0K | 0.00% | +63 | New |
| Manchester Capital Management LLC | 60 | $16.3K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 66 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 67 | $18.3K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 74 | $20.2K | 0.00% | +74 | New |
| EverSource Wealth Advisors, LLC | 76 | $20.7K | 0.00% | −196−72.1% | Reduced |
| Massmutual Trust Co FSB | 80 | $21.8K | 0.00% | −16−16.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 81 | $22.1K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 91 | $24.5K | 0.00% | +68+295.7% | Added |
| Huntington National Bank | 92 | $25.1K | 0.00% | −30−24.6% | Reduced |
| Alpine Bank Wealth Management | 94 | $25.6K | 0.00% | +94 | New |
| ORG Wealth Partners, LLC | 109 | $29.7K | 0.01% | +109 | New |
| Clearstead Advisors, LLC | 109 | $29.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 111 | $30.2K | 0.03% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 113 | $31.0K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 115 | $31.3K | 0.00% | +23+25.0% | Added |
| Mather Group, LLC. | 120 | $32.7K | 0.00% | −35−22.6% | Reduced |
| GW&K Investment Management, LLC | 122 | $33.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 125 | $34.0K | 0.00% | +95+316.7% | Added |
| Park Place Capital Corp | 126 | $34.3K | 0.01% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 130 | $35.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 130 | $35.5K | 0.02% | 00.0% | Unchanged |
| Washington Trust Co | 133 | $36.2K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 140 | $38.2K | 0.00% | −118−45.7% | Reduced |
| GeoWealth Management, LLC | 142 | $38.7K | 0.00% | +142 | New |
| Advisors Asset Management, Inc. | 164 | $44.7K | 0.00% | +164 | New |
| V-Square Quantitative Management LLC | 180 | $49.0K | 0.01% | +41+29.5% | Added |
| Ci Investments Inc. | 185 | $50.0K | 0.00% | +93+101.1% | Added |
| Bruce G. Allen Investments, LLC | 210 | $57.2K | 0.04% | +14+7.1% | Added |
| Nomura Asset Management Co Ltd | 214 | $58.3K | 0.00% | 00.0% | Unchanged |
| National Bank of Canada | 219 | $59.7K | 0.00% | −5,158−95.9% | Reduced |
| Quent Capital, LLC | 230 | $62.7K | 0.01% | +13+6.0% | Added |
| Proequities, Inc. | 231 | $62.9K | 0.00% | −11−4.5% | Reduced |
| LRI Investments, LLC | 246 | $63.1K | 0.01% | +214+668.8% | Added |
| Ronald Blue Trust, Inc. | 321 | $71.7K | 0.00% | +208+184.1% | Added |
| Northwestern Mutual Wealth Management Co | 265 | $72.2K | 0.00% | −77−22.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 300 | $81.7K | 0.02% | +300 | New |
| Pacific Capital Wealth Advisors, Inc | 305 | $83.1K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 352 | $96.1K | 0.05% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 364 | $99.2K | 0.00% | +23+6.7% | Added |
| Geneos Wealth Management Inc. | 385 | $104.9K | 0.00% | +135+54.0% | Added |
| Hilltop National Bank | 400 | $109.0K | 0.03% | 00.0% | Unchanged |
| Signaturefd, LLC | 445 | $121.2K | 0.00% | +140+45.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 446 | $121.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 500 | $136.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 505 | $137.6K | 0.00% | +3+0.6% | Added |
| IFP Advisors, Inc | 572 | $155.8K | 0.01% | −26−4.3% | Reduced |
| WR Wealth Planners, LLC | 580 | $158.0K | 0.04% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 583 | $158.8K | 0.00% | +132+29.3% | Added |
| Harbour Investments, Inc. | 620 | $168.9K | 0.01% | −38−5.8% | Reduced |
| SG Americas Securities, LLC | 652 | $178.0K | 0.00% | −1,391−68.1% | Reduced |
| CWM, LLC | 692 | $188.0K | 0.00% | −91−11.6% | Reduced |
| AdvisorNet Financial, Inc | 723 | $196.9K | 0.01% | +100+16.1% | Added |
| Affinity Investment Advisors, LLC | 737 | $200.8K | 0.14% | +737 | New |
| Wellington Management Group LLP | 745 | $202.9K | 0.00% | −598−44.5% | Reduced |
| Foundations Investment Advisors, LLC | 759 | $206.8K | 0.00% | +759 | New |
