| Raffa Wealth Management, LLC | 1 | $66 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 2 | $132 | 0.00% | +2 | New |
| Hughes Financial Services, LLC | 2 | $132 | 0.00% | +2 | New |
| GHP Investment Advisors, Inc. | 2 | $133 | 0.00% | +2 | New |
| Signature Equity Partners, LLC | 2 | $134 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 3 | $198 | 0.00% | −4−57.1% | Reduced |
| Abound Wealth Management | 3 | $199 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4 | $265 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 6 | $397 | 0.00% | −1−14.3% | Reduced |
| Cornerstone Planning Group LLC | 6 | $426 | 0.00% | +6 | New |
| Vermillion Wealth Management, Inc. | 7 | $463 | 0.00% | +7 | New |
| Prestige Wealth Management Group LLC | 7 | $463 | 0.00% | +7 | New |
| Ankerstar Wealth, LLC | 8 | $529 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 10 | $661 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 12 | $794 | 0.00% | +4+50.0% | Added |
| Gilpin Wealth Management, LLC | 12 | $794 | 0.00% | +6+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 13 | $859 | 0.00% | +3+30.0% | Added |
| True Wealth Design, LLC | 13 | $860 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 14 | $926 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $926 | 0.00% | +5+55.6% | Added |
| Frazier Financial Advisors, LLC | 15 | $992 | 0.00% | +15 | New |
| DiNuzzo Private Wealth, Inc. | 18 | $1.19K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 20 | $1.32K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 22 | $1.45K | 0.00% | −205−90.3% | Reduced |
| JPL Wealth Management, LLC | 22 | $1.46K | 0.00% | +22 | New |
| Picton Mahoney Asset Management | 23 | $1.52K | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 24 | $1.59K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 25 | $1.65K | 0.00% | −138−84.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 26 | $1.72K | 0.00% | −325−92.6% | Reduced |
| Essential Partners LLC | 26 | $1.72K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 37 | $2.45K | 0.00% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 46 | $3.04K | 0.00% | +46 | New |
| Torren Management, LLC | 49 | $3.23K | 0.00% | −1,014−95.4% | Reduced |
| Massmutual Trust Co FSB | 49 | $3.24K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 54 | $3.57K | 0.00% | +54 | New |
| Godfrey Financial Associates, Inc. | 55 | $3.64K | 0.00% | +9+19.6% | Added |
| Parkside Financial Bank & Trust | 55 | $3.64K | 0.00% | +11+25.0% | Added |
| IMA Wealth, Inc. | 56 | $3.70K | 0.00% | −2−3.4% | Reduced |
| Bell Investment Advisors, Inc | 59 | $3.90K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 62 | $4.12K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 66 | $4.36K | 0.00% | +66 | New |
| Basecamp Wealth Advisors LLC | 66 | $4.36K | 0.00% | +66 | New |
| WPG Advisers, LLC | 73 | $4.83K | 0.00% | −73−50.0% | Reduced |
| MidFirst Bank | 82 | $5.42K | 0.00% | −3,292−97.6% | Reduced |
| Fortitude Family Office, LLC | 82 | $5.42K | 0.00% | +56+215.4% | Added |
| Quadrant Capital Group LLC | 83 | $5.49K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 83 | $5.49K | 0.00% | +73+730.0% | Added |
| Keating Financial Advisory Services, Inc. | 89 | $5.88K | 0.00% | +48+117.1% | Added |
| Capital Analysts, LLC | 92 | $6.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 92 | $6.08K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 97 | $6.38K | 0.00% | +1+1.0% | Added |
| JFS Wealth Advisors, LLC | 101 | $6.68K | 0.00% | +4+4.1% | Added |
| MAI Capital Management | 103 | $6.81K | 0.00% | +103 | New |
| Twin Peaks Wealth Advisors, LLC | 105 | $6.94K | 0.00% | +105 | New |
| CVA Family Office, LLC | 116 | $7.67K | 0.00% | +116 | New |
| Covestor Ltd | 123 | $8.00K | 0.01% | −34−21.7% | Reduced |
| Dogwood Wealth Management LLC | 123 | $8.13K | 0.00% | +42+51.9% | Added |
| Rothschild Investment LLC | 132 | $8.73K | 0.00% | +40+43.5% | Added |
| Bare Financial Services, Inc | 161 | $10.6K | 0.00% | +110+215.7% | Added |
| North Star Investment Management Corp. | 168 | $11.1K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 171 | $11.3K | 0.00% | +99+137.5% | Added |
| SRS Capital Advisors, Inc. | 182 | $12.0K | 0.00% | +87+91.6% | Added |
| USA Financial Portformulas Corp | 188 | $12.4K | 0.00% | +188 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 196 | $13.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 206 | $13.6K | 0.00% | −136−39.8% | Reduced |
| Harbour Investments, Inc. | 233 | $15.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 244 | $16.1K | 0.00% | −37−13.2% | Reduced |
| Farther Finance Advisors, LLC | 260 | $17.2K | 0.00% | −116−30.9% | Reduced |
| UMA Financial Services, Inc. | 279 | $18.4K | 0.00% | +15+5.7% | Added |
| Huntington National Bank | 279 | $18.4K | 0.00% | +180+181.8% | Added |
| Umb Bank N A | 284 | $18.8K | 0.00% | +11+4.0% | Added |
| Plante Moran Financial Advisors, LLC | 316 | $20.9K | 0.00% | 00.0% | Unchanged |
| Kemnay Advisory Services Inc. | 317 | $21.0K | 0.00% | +153+93.3% | Added |
| Versant Capital Management, Inc | 340 | $22.5K | 0.00% | +316+1,316.7% | Added |
| Allworth Financial LP | 355 | $23.5K | 0.00% | +39+12.3% | Added |
| International Assets Investment Management, LLC | 358 | $23.6K | 0.00% | 00.0% | Unchanged |
| Community Bank, N.A. | 390 | $25.8K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 406 | $26.8K | 0.00% | +406 | New |
| Root Financial Partners, LLC | 407 | $26.9K | 0.00% | +175+75.4% | Added |
| Smartleaf Asset Management LLC | 454 | $29.5K | 0.00% | −773−63.0% | Reduced |
| Hantz Financial Services, Inc. | 478 | $32.0K | 0.00% | +299+167.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 490 | $32.4K | 0.00% | +134+37.6% | Added |
| Private Trust Co NA | 501 | $33.1K | 0.00% | −44−8.1% | Reduced |
| First Horizon Corp | 654 | $43.2K | 0.00% | −41−5.9% | Reduced |
| Nomura Asset Management Co Ltd | 674 | $44.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 686 | $45.4K | 0.00% | +153+28.7% | Added |
| Advisor Group Holdings, Inc. | 713 | $47.1K | 0.00% | −588−45.2% | Reduced |
| Jones Financial Companies LLLP | 767 | $50.7K | 0.00% | +461+150.7% | Added |
| Salomon & Ludwin, LLC | 799 | $52.5K | 0.00% | +460+135.7% | Added |
| EverSource Wealth Advisors, LLC | 901 | $59.6K | 0.00% | +130+16.9% | Added |
| Lazard Asset Management LLC | 1,019 | $67.4K | 0.00% | +1,019 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 1,236 | $81.7K | 0.00% | +307+33.0% | Added |
| Parallel Advisors, LLC | 1,353 | $89.5K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,400 | $92.6K | 0.03% | −37,128−96.4% | Reduced |
| BFSG, LLC | 1,417 | $93.7K | 0.01% | −316−18.2% | Reduced |
| The PNC Financial Services Group, Inc. | 1,490 | $98.5K | 0.00% | +429+40.4% | Added |
| Smithfield Trust Co | 1,779 | $118.0K | 0.01% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 2,073 | $137.0K | 0.00% | +322+18.4% | Added |
| Nisa Investment Advisors, LLC | 2,667 | $176.3K | 0.00% | +46+1.8% | Added |
