| Activest Wealth Management | 1 | $834 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 1 | $1.00K | 0.00% | +1 | New |
| Institutional & Family Asset Management, LLC | 1 | $1.01K | 0.00% | −2−66.7% | Reduced |
| Quest Partners LLC | 1 | $1.01K | 0.00% | +1 | New |
| Studio Investment Management LLC | 1 | $1.01K | 0.00% | +1 | New |
| Riggs Asset Managment Co. Inc. | 1 | $1.01K | 0.00% | +1 | New |
| PEAK6 Investments LLC | 1 | $1.30K | 0.00% | −1−50.0% | Reduced |
| Asset Dedication, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Winthrop Capital Management, LLC | 2 | $2.00K | 0.00% | +2 | New |
| Tfo-TDC, LLC | 2 | $2.02K | 0.00% | −35−94.6% | Reduced |
| Quarry LP | 2 | $2.02K | 0.00% | −19−90.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 2 | $2.02K | 0.00% | −5−71.4% | Reduced |
| Zions Bancorporation, N.A. | 2 | $2.02K | 0.00% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2 | $2.02K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 2 | $2.02K | 0.00% | +2 | New |
| True Wealth Design, LLC | 2 | $2.02K | 0.00% | +1+100.0% | Added |
| Sandy Spring Bank | 2 | $2.02K | 0.00% | +2 | New |
| JJJ Advisors Inc. | 2 | $2.02K | 0.00% | +2 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $2.02K | 0.00% | +2 | New |
| Colonial Trust Co | 2 | $2.05K | 0.00% | −6−75.0% | Reduced |
| Brown Brothers Harriman & Co | 3 | $3.03K | 0.00% | +3 | New |
| Missouri Trust & Investment Co | 3 | $3.03K | 0.00% | +3 | New |
| Smartleaf Asset Management LLC | 3 | $3.07K | 0.00% | −13−81.3% | Reduced |
| Continuum Advisory, LLC | 4 | $3.20K | 0.00% | +4 | New |
| Newbridge Financial Services Group, Inc. | 4 | $4.04K | 0.00% | −308−98.7% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 4 | $4.04K | 0.00% | −9−69.2% | Reduced |
| Goodman Advisory Group, LLC | 4 | $4.04K | 0.00% | +4 | New |
| Western Pacific Wealth Management, LP | 4 | $4.04K | 0.00% | +4 | New |
| Albion Financial Group | 4 | $4.04K | 0.00% | −12−75.0% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 4 | $4.04K | 0.00% | +4 | New |
| Parkside Financial Bank & Trust | 4 | $4.04K | 0.00% | +4 | New |
| Denali Advisors LLC | 5 | $5.05K | 0.00% | −16−76.2% | Reduced |
| Rogco, LP | 5 | $5.05K | 0.00% | +5 | New |
| Armstrong Advisory Group, Inc | 18 | $5.12K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 6 | $6.06K | 0.00% | −12−66.7% | Reduced |
| Fortitude Family Office, LLC | 7 | $7.07K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $7.07K | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 8 | $8.08K | 0.00% | +8 | New |
| SRS Capital Advisors, Inc. | 8 | $8.08K | 0.00% | +8 | New |
| SOA Wealth Advisors, LLC. | 9 | $9.09K | 0.00% | +9 | New |
| Sofos Investments, Inc. | 10 | $10.1K | 0.00% | +10 | New |
| PSI Advisors, LLC | 10 | $10.1K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10 | $10.1K | 0.00% | +10 | New |
| HighMark Wealth Management LLC | 10 | $10.1K | 0.01% | +10 | New |
| Sittner & Nelson, LLC | 10 | $10.1K | 0.01% | +10 | New |
| Abound Wealth Management | 10 | $10.1K | 0.00% | +6+150.0% | Added |
| Wolff Wiese Magana LLC | 10 | $10.1K | 0.01% | +10 | New |
| Valley National Advisers Inc | 11 | $11.0K | 0.00% | +11 | New |
| Venturi Wealth Management, LLC | 11 | $11.1K | 0.00% | +11 | New |
| FRG Family Wealth Advisors LLC | 13 | $11.2K | 0.00% | +13 | New |
| Bokf, NA | 11 | $11.4K | 0.00% | +10+1,000.0% | Added |
| Avion Wealth | 11 | $12.0K | 0.00% | +5+83.3% | Added |
| MCF Advisors LLC | 13 | $13.1K | 0.00% | +13 | New |
| NBC Securities, Inc. | 14 | $14.0K | 0.00% | +1+7.7% | Added |
| GW&K Investment Management, LLC | 14 | $14.0K | 0.00% | +14 | New |
| Clear Point Advisors Inc. | 14 | $14.1K | 0.01% | +14 | New |
| Private Wealth Management Group, LLC | 15 | $15.2K | 0.01% | −12−44.4% | Reduced |
| Harbor Investment Advisory, LLC | 16 | $16.2K | 0.00% | +16 | New |
| USA Financial Portformulas Corp | 16 | $16.2K | 0.00% | +16 | New |
| Hazlett, Burt & Watson, Inc. | 17 | $17.0K | 0.01% | +11+183.3% | Added |
| Frazier Financial Advisors, LLC | 17 | $17.2K | 0.01% | +2+13.3% | Added |
| Meeder Asset Management Inc | 17 | $17.2K | 0.00% | +17 | New |
| Prestige Wealth Management Group LLC | 17 | $17.2K | 0.00% | +1+6.3% | Added |
| Macroview Investment Management LLC | 19 | $19.2K | 0.02% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 20 | $20.2K | 0.01% | −5−20.0% | Reduced |
| Motco | 20 | $20.2K | 0.00% | +20 | New |
| New England Capital Financial Advisors LLC | 20 | $20.2K | 0.01% | +20 | New |
| First PREMIER Bank | 23 | $23.0K | 0.01% | +23 | New |
| WR Wealth Planners, LLC | 23 | $23.2K | 0.01% | +23 | New |
| FinTrust Capital Advisors, LLC | 27 | $27.3K | 0.01% | −89−76.7% | Reduced |
| Elequin Capital LP | 28 | $28.3K | 0.01% | +28 | New |
| Hexagon Capital Partners LLC | 29 | $29.3K | 0.01% | −13−31.0% | Reduced |
| Resources Management Corp | 30 | $30.0K | 0.00% | +30 | New |
| Cetera Trust Company, N.A | 31 | $31.3K | 0.02% | 00.0% | Unchanged |
| WealthCollab, LLC | 34 | $34.3K | 0.03% | −32−48.5% | Reduced |
| VitalStone Financial, LLC | 35 | $35.0K | 0.03% | +25+250.0% | Added |
| Bank of New Hampshire | 35 | $35.4K | 0.01% | +35 | New |
| Stone House Investment Management, LLC | 39 | $39.4K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 41 | $41.4K | 0.00% | +13+46.4% | Added |
| Ritter Daniher Financial Advisory LLC | 42 | $42.4K | 0.01% | +42 | New |
| Larson Financial Group LLC | 43 | $43.4K | 0.00% | +28+186.7% | Added |
| Belmont Capital, LLC | 48 | $48.5K | 0.01% | +48 | New |
| MB, Levis & Associates, LLC | 50 | $50.5K | 0.03% | 00.0% | Unchanged |
| Adirondack Trust Co | 50 | $50.5K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 50 | $50.5K | 0.02% | +50 | New |
| Versant Capital Management, Inc | 50 | $50.5K | 0.01% | +15+42.9% | Added |
| Silicon Valley Capital Partners | 50 | $50.5K | 0.01% | +50 | New |
| Retirement Group, LLC | 56 | $56.6K | 0.02% | +24+75.0% | Added |
| Oxford Asset Management LLP | 56 | $56.6K | 0.06% | +56 | New |
| Bell Investment Advisors, Inc | 57 | $57.6K | 0.01% | +1+1.8% | Added |
| Clearstead Advisors, LLC | 75 | $58.7K | 0.00% | +62+476.9% | Added |
| JTC Employer Solutions Trusteee Ltd | 60 | $61.0K | 0.00% | +60 | New |
| ICA Group Wealth Management, LLC | 63 | $63.6K | 0.01% | +43+215.0% | Added |
| Contravisory Investment Management, Inc. | 64 | $64.6K | 0.01% | −20−23.8% | Reduced |
| Vestor Capital, LLC | 70 | $71.0K | 0.01% | +70 | New |
| Mark Sheptoff Financial Planning, LLC | 75 | $75.8K | 0.04% | 00.0% | Unchanged |
| Naples Money Management LLC | 75 | $75.8K | 0.08% | 00.0% | Unchanged |
| Central Trust Co | 75 | $75.8K | 0.00% | +75 | New |
| GPS Wealth Strategies Group, LLC | 76 | $76.8K | 0.01% | +76 | New |
