| Rosenberg Matthew Hamilton | 1 | $228 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 2 | $457 | 0.00% | +2 | New |
| Tfo-TDC, LLC | 3 | $475 | 0.00% | +3 | New |
| SRS Capital Advisors, Inc. | 3 | $685 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 3 | $685 | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 3 | $685 | 0.00% | +1+50.0% | Added |
| Crewe Advisors LLC | 3 | $685 | 0.00% | +3 | New |
| McElhenny Sheffield Capital Management, LLC | 3 | $685 | 0.00% | +3 | New |
| My Personal CFO, LLC | 3 | $685 | 0.00% | +3 | New |
| Legend Financial Advisors, Inc. | 4 | $914 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 5 | $1.14K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $1.37K | 0.00% | −5−45.5% | Reduced |
| Bell Investment Advisors, Inc | 6 | $1.37K | 0.00% | +4+200.0% | Added |
| Clearstead Advisors, LLC | 6 | $1.37K | 0.00% | +6 | New |
| Abound Wealth Management | 6 | $1.38K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 8 | $1.83K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 8 | $1.83K | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 8 | $1.83K | 0.00% | +8 | New |
| M&R Capital Management Inc | 8 | $1.85K | 0.00% | +8 | New |
| Baystate Wealth Management LLC | 8 | $2.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 9 | $2.06K | 0.00% | −146−94.2% | Reduced |
| Trifecta Capital Advisors, LLC | 9 | $2.06K | 0.00% | +9 | New |
| Sutton Wealth Advisors Inc. | 10 | $2.29K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 10 | $2.29K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 10 | $2.29K | 0.00% | +10 | New |
| Zions Bancorporation, N.A. | 11 | $2.51K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 12 | $2.74K | 0.00% | +2+20.0% | Added |
| SJS Investment Consulting Inc. | 12 | $2.74K | 0.00% | +3+33.3% | Added |
| Smithfield Trust Co | 16 | $3.00K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $3.43K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 17 | $3.88K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 19 | $4.00K | 0.00% | +4+26.7% | Added |
| Western Pacific Wealth Management, LP | 19 | $4.34K | 0.00% | +19 | New |
| Rise Advisors, LLC | 22 | $5.04K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 23 | $5.25K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $5.71K | 0.00% | −9−26.5% | Reduced |
| Kelly Financial Services LLC | 26 | $5.94K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 26 | $5.94K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 27 | $6.17K | 0.00% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 27 | $6.17K | 0.00% | +27 | New |
| American National Bank | 32 | $7.00K | 0.00% | +3+10.3% | Added |
| Plante Moran Financial Advisors, LLC | 31 | $7.08K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 31 | $7.08K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 32 | $7.31K | 0.00% | +32 | New |
| WFA Asset Management Corp | 32 | $7.34K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 33 | $7.54K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 36 | $8.23K | 0.00% | +36 | New |
| Brown, Lisle/Cummings, Inc. | 38 | $8.68K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 39 | $8.91K | 0.00% | +39 | New |
| Baker Avenue Asset Management, LP | 40 | $9.14K | 0.00% | +40 | New |
| Sofos Investments, Inc. | 228 | $9.77K | 0.10% | −4,998−95.6% | Reduced |
| Harvest Fund Management Co., Ltd | 45 | $10.0K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 45 | $10.3K | 0.00% | +3+7.1% | Added |
| Quent Capital, LLC | 46 | $10.5K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 47 | $10.7K | 0.00% | +47 | New |
| Distillate Capital Partners LLC | 48 | $11.0K | 1.03% | −29,518−99.8% | Reduced |
| Hexagon Capital Partners LLC | 48 | $11.0K | 0.00% | +16+50.0% | Added |
| Blume Capital Management, Inc. | 49 | $11.2K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 49 | $11.2K | 0.01% | +49 | New |
| Mascoma Wealth Management LLC | 50 | $11.4K | 0.00% | 00.0% | Unchanged |
| American State Bank (Iowa) | 50 | $11.4K | 0.01% | +33+194.1% | Added |
| Concord Wealth Partners | 50 | $11.4K | 0.00% | +50 | New |
| Cornerstone Planning Group LLC | 50 | $11.7K | 0.00% | +50 | New |
| Colonial Trust Co | 51 | $11.7K | 0.00% | +51 | New |
| Glass Jacobson Investment Advisors llc | 52 | $11.9K | 0.01% | +52 | New |
| Founders Capital Management | 53 | $12.0K | 0.01% | 00.0% | Unchanged |
| Clear Street Markets LLC | 54 | $12.0K | 0.00% | +54 | New |
| Accurate Wealth Management, LLC | 51 | $12.5K | 0.00% | +51 | New |
| Atlas Capital Advisors LLC | 56 | $12.8K | 0.00% | 00.0% | Unchanged |
| Retirement Financial Solutions, LLC | 57 | $12.9K | 0.01% | +57 | New |
| Umb Bank N A | 56 | $13.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 55 | $13.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 58 | $13.3K | 0.01% | +39+205.3% | Added |
| Ten Capital Wealth Advisors, LLC | 61 | $13.9K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 64 | $15.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Co | 70 | $16.0K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 69 | $16.0K | 0.00% | −37−34.9% | Reduced |
| DecisionPoint Financial, LLC | 74 | $16.9K | 0.01% | +74 | New |
| HHM Wealth Advisors, LLC | 75 | $17.1K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 80 | $18.3K | 0.00% | 00.0% | Unchanged |
| Gleason Group, Inc. | 84 | $19.2K | 0.01% | +1+1.2% | Added |
| Baillie Gifford & Co | 86 | $19.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 90 | $20.6K | 0.00% | −4−4.3% | Reduced |
| EverSource Wealth Advisors, LLC | 91 | $20.8K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 96 | $22.0K | 0.00% | +2+2.1% | Added |
| DT Investment Partners, LLC | 97 | $22.2K | 0.00% | 00.0% | Unchanged |
| Accel Wealth Management | 100 | $22.8K | 0.01% | −1,586−94.1% | Reduced |
| Hallmark Capital Management Inc | 100 | $22.8K | 0.00% | 00.0% | Unchanged |
| Denali Advisors LLC | 100 | $22.8K | 0.01% | +100 | New |
| Cyrus J. Lawrence, LLC | 100 | $23.0K | 0.01% | −17−14.5% | Reduced |
| Ulland Investment Advisors, LLC | 100 | $23.0K | 0.03% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 104 | $23.8K | 0.00% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 113 | $25.0K | 0.00% | +98+653.3% | Added |
| Lindbrook Capital, LLC | 111 | $25.4K | 0.00% | +11+11.0% | Added |
| CoreFirst Bank & Trust | 119 | $27.2K | 0.02% | 00.0% | Unchanged |
| Front Row Advisors LLC | 122 | $28.0K | 0.01% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 123 | $28.1K | 0.01% | −107−46.5% | Reduced |
| AdvisorNet Financial, Inc | 128 | $29.2K | 0.00% | +17+15.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 140 | $32.0K | 0.28% | +140 | New |