| Country Trust Bank | 2 | $221 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $883 | 0.00% | −2−20.0% | Reduced |
| Claris Advisors, LLC | 8 | $883 | 0.00% | +8 | New |
| Valued Wealth Advisors LLC | 8 | $884 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 9 | $994 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 11 | $1.00K | 0.00% | +11 | New |
| WR Wealth Planners, LLC | 11 | $1.22K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 12 | $1.32K | 0.00% | −461−97.5% | Reduced |
| Park Place Capital Corp | 13 | $1.44K | 0.00% | +13 | New |
| CVA Family Office, LLC | 16 | $1.77K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 21 | $2.32K | 0.00% | −24−53.3% | Reduced |
| Horizon Investments, LLC | 21 | $2.32K | 0.00% | +2+10.5% | Added |
| Financial Network Wealth Advisors LLC | 25 | $2.76K | 0.00% | −8−24.2% | Reduced |
| DiNuzzo Private Wealth, Inc. | 26 | $2.87K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 26 | $3.78K | 0.00% | +26 | New |
| Legacy Wealth Managment, LLC | 26 | $3.78K | 0.00% | +26 | New |
| Capital Performance Advisors LLP | 37 | $4.08K | 0.00% | +37 | New |
| Farmers & Merchants Investments Inc | 41 | $4.53K | 0.00% | −4−8.9% | Reduced |
| SJS Investment Consulting Inc. | 41 | $4.53K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 44 | $4.86K | 0.00% | 00.0% | Unchanged |
| Global Trust Asset Management, LLC | 48 | $5.30K | 0.00% | 00.0% | Unchanged |
| Pittenger & Anderson Inc | 48 | $5.30K | 0.00% | +48 | New |
| Capital Analysts, LLC | 51 | $6.00K | 0.00% | +51 | New |
| Iron Horse Wealth Management, LLC | 57 | $6.29K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 67 | $7.40K | 0.00% | −34−33.7% | Reduced |
| REAP Financial Group, LLC | 75 | $8.28K | 0.00% | +75 | New |
| Versant Capital Management, Inc | 78 | $8.61K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 78 | $8.61K | 0.00% | +15+23.8% | Added |
| Macroview Investment Management LLC | 83 | $9.16K | 0.01% | +83 | New |
| Frazier Financial Advisors, LLC | 89 | $9.83K | 0.01% | −154−63.4% | Reduced |
| Continuum Advisory, LLC | 70 | $9.93K | 0.00% | +41+141.4% | Added |
| Harbour Investments, Inc. | 91 | $10.0K | 0.00% | −9−9.0% | Reduced |
| Toth Financial Advisory Corp | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 100 | $11.0K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $11.0K | 0.00% | +65+185.7% | Added |
| Sterling Capital Management LLC | 103 | $11.4K | 0.00% | +103 | New |
| JFS Wealth Advisors, LLC | 108 | $11.9K | 0.00% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 114 | $12.6K | 0.00% | +114 | New |
| GeoWealth Management, LLC | 123 | $13.6K | 0.00% | +123 | New |
| Geneos Wealth Management Inc. | 126 | $13.9K | 0.00% | +126 | New |
| Bank of New Hampshire | 130 | $14.4K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 135 | $15.0K | 0.00% | +135 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 139 | $15.3K | 0.00% | −30−17.8% | Reduced |
| Leonteq Securities AG | 143 | $15.8K | 0.00% | −38−21.0% | Reduced |
| Wolff Wiese Magana LLC | 143 | $15.8K | 0.01% | +143 | New |
| Global Retirement Partners, LLC | 157 | $17.3K | 0.00% | +12+8.3% | Added |
| Richardson Financial Services Inc. | 221 | $18.5K | 0.01% | 00.0% | Unchanged |
| Archer Investment Corp | 171 | $18.9K | 0.01% | +50+41.3% | Added |
| Hemington Wealth Management | 152 | $19.0K | 0.01% | +152 | New |
| SRS Capital Advisors, Inc. | 211 | $23.3K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 216 | $23.3K | 0.00% | +216 | New |
| Smithfield Trust Co | 215 | $24.0K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 225 | $24.8K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 226 | $25.0K | 0.01% | +226 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 242 | $26.7K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 247 | $27.3K | 0.01% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 249 | $27.5K | 0.01% | −24−8.8% | Reduced |
| Private Trust Co NA | 251 | $27.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 275 | $30.4K | 0.00% | −75−21.4% | Reduced |
| Rocky Mountain Advisers, LLC | 275 | $30.4K | 0.01% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 285 | $31.5K | 0.01% | −69−19.5% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 297 | $32.8K | 0.00% | +297 | New |
| Catalyst Funds Management Pty Ltd | 300 | $33.1K | 0.01% | +100+50.0% | Added |
| Clearstead Advisors, LLC | 307 | $33.9K | 0.00% | +111+56.6% | Added |
| Sunbelt Securities, Inc. | 317 | $35.0K | 0.00% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 346 | $38.2K | 0.01% | +346 | New |
| Bell Investment Advisors, Inc | 352 | $38.9K | 0.01% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 359 | $39.6K | 0.10% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 363 | $40.1K | 0.00% | +162+80.6% | Added |
| Ci Investments Inc. | 380 | $42.0K | 0.00% | +200+111.1% | Added |
| Massmutual Trust Co FSB | 384 | $42.4K | 0.00% | +60+18.5% | Added |
| Elequin Capital LP | 398 | $43.9K | 0.00% | +41+11.5% | Added |
| Islay Capital Management, LLC | 400 | $44.2K | 0.03% | 00.0% | Unchanged |
| Rise Advisors, LLC | 400 | $44.2K | 0.02% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 423 | $45.6K | 0.01% | +132+45.4% | Added |
| Allworth Financial LP | 443 | $48.9K | 0.00% | −135−23.4% | Reduced |
| WealthCollab, LLC | 466 | $51.5K | 0.03% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 491 | $53.0K | 0.00% | +404+464.4% | Added |
| FSC Wealth Advisors, LLC | 500 | $55.2K | 0.04% | −600−54.5% | Reduced |
| Point72 Hong Kong Ltd | 501 | $55.3K | 0.00% | −1,038−67.4% | Reduced |
| AdvisorNet Financial, Inc | 504 | $55.6K | 0.00% | +50+11.0% | Added |
| Blue Bell Private Wealth Management, LLC | 514 | $56.8K | 0.01% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 523 | $59.1K | 0.00% | +476+1,012.8% | Added |
| Waldron Private Wealth LLC | 541 | $59.7K | 0.00% | +541 | New |
| Principal Securities, Inc. | 585 | $64.6K | 0.00% | −241−29.2% | Reduced |
| Castleview Partners, LLC | 594 | $65.6K | 0.04% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 600 | $66.2K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 605 | $66.8K | 0.00% | +126+26.3% | Added |
| Covestor Ltd | 609 | $67.0K | 0.04% | −78−11.4% | Reduced |
| Pinnacle Holdings, LLC | 645 | $71.2K | 0.03% | −195−23.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 705 | $77.8K | 0.02% | +705 | New |
| Northwestern Mutual Wealth Management Co | 713 | $78.7K | 0.00% | +378+112.8% | Added |
| FinTrust Capital Advisors, LLC | 756 | $83.5K | 0.01% | −306−28.8% | Reduced |
| Bank Julius Baer & Co. Ltd, Zurich | 658 | $86.1K | 0.00% | −43−6.1% | Reduced |
| Cullen/Frost Bankers, Inc. | 798 | $88.1K | 0.00% | −124−13.4% | Reduced |
| Ostrum Asset Management | 809 | $89.3K | 0.01% | −1,343−62.4% | Reduced |
| LRI Investments, LLC | 634 | $89.9K | 0.01% | −1,161−64.7% | Reduced |
| Nomura Asset Management Co Ltd | 820 | $90.5K | 0.00% | 00.0% | Unchanged |
| Hanseatic Management Services Inc | 931 | $102.8K | 0.15% | +176+23.3% | Added |
