| Activest Wealth Management | 1 | $269 | 0.00% | +1 | New |
| West Branch Capital LLC | 1 | $270 | 0.00% | 00.0% | Unchanged |
| Winnow Wealth LLC | 2 | $296 | 0.00% | +2 | New |
| Golden State Wealth Management, LLC | 2 | $539 | 0.00% | +2 | New |
| Principia Wealth Advisory, LLC | 2 | $539 | 0.00% | +2 | New |
| LRI Investments, LLC | 2 | $572 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2 | $576 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $790 | 0.00% | −540−99.6% | Reduced |
| TFC Financial Management | 3 | $808 | 0.00% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 3 | $808 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $808 | 0.00% | +3 | New |
| WealthTrak Capital Management LLC | 3 | $808 | 0.00% | +3 | New |
| Parkside Financial Bank & Trust | 3 | $809 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 4 | $1.08K | 0.00% | +3+300.0% | Added |
| Decker Retirement Planning Inc. | 4 | $1.08K | 0.00% | +4 | New |
| Sierra Ocean, LLC | 4 | $1.08K | 0.00% | +4 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $1.08K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 5 | $1.35K | 0.00% | +5 | New |
| Manchester Capital Management LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5 | $1.35K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6 | $1.63K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 7 | $1.88K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 10 | $2.00K | 0.00% | +2+25.0% | Added |
| CoreCap Advisors, LLC | 8 | $2.15K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 8 | $2.15K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 9 | $2.42K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 9 | $2.42K | 0.00% | −9−50.0% | Reduced |
| Prestige Wealth Management Group LLC | 9 | $2.42K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 10 | $2.69K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 10 | $2.82K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 11 | $2.96K | 0.00% | −5,482−99.8% | Reduced |
| Legacy Investment Solutions, LLC | 11 | $3.11K | 0.00% | +4+57.1% | Added |
| Legacy Wealth Managment, LLC | 11 | $3.11K | 0.00% | +4+57.1% | Added |
| Cassady Schiller Wealth Management, LLC | 12 | $3.23K | 0.00% | +3+33.3% | Added |
| Altshuler Shaham Ltd | 13 | $3.50K | 0.00% | −1−7.1% | Reduced |
| SJS Investment Consulting Inc. | 13 | $3.50K | 0.00% | −7−35.0% | Reduced |
| Sachetta, LLC | 13 | $3.50K | 0.00% | +8+160.0% | Added |
| MV Capital Management, Inc. | 13 | $3.50K | 0.00% | +9+225.0% | Added |
| Pacifica Partners Inc. | 14 | $3.73K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 14 | $3.77K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 14 | $3.77K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 16 | $4.00K | 0.00% | +16 | New |
| Valued Wealth Advisors LLC | 16 | $4.31K | 0.00% | −1−5.9% | Reduced |
| Rothschild Investment LLC | 17 | $4.58K | 0.00% | +1+6.3% | Added |
| DiNuzzo Private Wealth, Inc. | 17 | $4.58K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 18 | $4.85K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 19 | $5.07K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 20 | $5.38K | 0.00% | +16+400.0% | Added |
| Synergy Investment Management, LLC | 21 | $5.48K | 0.00% | +21 | New |
| Edge Capital Group, LLC | 174,473 | $5.65K | 0.00% | +174,473 | New |
| Transamerica Financial Advisors, Inc. | 22 | $6.00K | 0.00% | +11+100.0% | Added |
| Farmers & Merchants Investments Inc | 23 | $6.19K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 24 | $6.46K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 26 | $7.00K | 0.00% | −3−10.3% | Reduced |
| Private Trust Co NA | 26 | $7.00K | 0.00% | −1−3.7% | Reduced |
| Global Financial Private Client, LLC | 27 | $7.27K | 0.00% | +4+17.4% | Added |
| Copia Wealth Management | 29 | $7.75K | 0.01% | +29 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 30 | $8.07K | 0.00% | −21−41.2% | Reduced |
| Whittier Trust Co | 30 | $8.08K | 0.00% | 00.0% | Unchanged |
| Catherine Avery Investment Management LLC | 30 | $8.08K | 0.01% | +30 | New |
| High Note Wealth, LLC | 31 | $8.35K | 0.00% | +31 | New |
| SBI Securities Co., Ltd. | 32 | $8.62K | 0.00% | +32 | New |
| Huntington National Bank | 34 | $9.16K | 0.00% | +8+30.8% | Added |
| Meeder Asset Management Inc | 35 | $9.42K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 36 | $9.69K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 36 | $9.69K | 0.00% | +36 | New |
| WealthCollab, LLC | 38 | $10.2K | 0.01% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 44 | $11.8K | 0.01% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 44 | $12.0K | 0.00% | −400−90.1% | Reduced |
| Harbour Investments, Inc. | 45 | $12.1K | 0.00% | +2+4.7% | Added |
| Spire Wealth Management | 50 | $13.5K | 0.00% | +3+6.4% | Added |
| Proequities, Inc. | 50 | $14.4K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 56 | $15.1K | 0.00% | +7+14.3% | Added |
| Contravisory Investment Management, Inc. | 63 | $17.0K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 63 | $17.0K | 0.01% | +25+65.8% | Added |
| JFS Wealth Advisors, LLC | 64 | $17.2K | 0.00% | 00.0% | Unchanged |
| Modus Advisors, LLC | 65 | $17.5K | 0.01% | +65 | New |
| Catalyst Capital Advisors LLC | 67 | $18.0K | 0.00% | −37−35.6% | Reduced |
| Beacon Capital Management, LLC | 67 | $18.1K | 0.00% | 00.0% | Unchanged |
| Roxbury Financial LLC | 59 | $19.1K | 0.02% | +59 | New |
| Global Retirement Partners, LLC | 71 | $19.1K | 0.00% | +4+6.0% | Added |
| Riverview Trust Co | 75 | $20.2K | 0.02% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 80 | $21.5K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 83 | $22.0K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 82 | $22.1K | 0.05% | −57−41.0% | Reduced |
| WPG Advisers, LLC | 82 | $22.1K | 0.02% | +82 | New |
| Bell Investment Advisors, Inc | 83 | $22.3K | 0.00% | +2+2.5% | Added |
| Centricity Wealth Management, LLC | 88 | $23.7K | 0.02% | +88 | New |
| Allworth Financial LP | 88 | $25.3K | 0.00% | +14+18.9% | Added |
| Whittier Trust Co of Nevada Inc | 97 | $26.1K | 0.00% | +34+54.0% | Added |
| NBT Bank N A | 100 | $26.9K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $26.9K | 0.01% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 107 | $28.8K | 0.03% | +107 | New |
| Nova Wealth Management, Inc. | 107 | $28.8K | 0.02% | +107 | New |
| Geneos Wealth Management Inc. | 132 | $35.5K | 0.00% | +2+1.5% | Added |
| Rise Advisors, LLC | 148 | $39.9K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 150 | $40.4K | 0.02% | +22+17.2% | Added |
| Core Alternative Capital | 166 | $44.7K | 0.01% | −75−31.1% | Reduced |
| Coppell Advisory Solutions LLC | 185 | $49.3K | 0.01% | +128+224.6% | Added |