| Sofos Investments, Inc. | 0 | $9 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $13 | 0.00% | 0 | New |
| WestEnd Advisors, LLC | 1 | $515 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 1 | $515 | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1 | $515 | 0.00% | +1 | New |
| Fairfield, Bush & Co. | 1 | $515 | 0.00% | +1 | New |
| McIlrath & Eck, LLC | 1 | $515 | 0.00% | +1 | New |
| PEAK6 Investments LLC | 1 | $626 | 0.00% | −1−50.0% | Reduced |
| Baystate Wealth Management LLC | 1 | $644 | 0.00% | +1 | New |
| Beacon Capital Management, LLC | 2 | $918 | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Barrett & Company, Inc. | 2 | $1.03K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 2 | $1.03K | 0.00% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.28K | 0.00% | +1+33.3% | Added |
| Motco | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| Kessler Investment Group, LLC | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3 | $1.54K | 0.00% | 00.0% | Unchanged |
| Delta Asset Management LLC | 3 | $1.54K | 0.00% | +3 | New |
| Ancora Advisors, LLC | 3 | $1.75K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 4 | $2.06K | 0.00% | −1−20.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 4 | $2.06K | 0.00% | +4 | New |
| ORG Partners LLC | 5 | $2.57K | 0.00% | −42−89.4% | Reduced |
| North Star Investment Management Corp. | 5 | $2.58K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 5 | $2.58K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 5 | $3.00K | 0.00% | +5 | New |
| Perkins Coie Trust Co | 6 | $3.09K | 0.00% | −2−25.0% | Reduced |
| Lee Financial Co | 6 | $3.09K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 6 | $3.09K | 0.00% | +6 | New |
| Cape Investment Advisory, Inc. | 9 | $4.63K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 9 | $4.63K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 9 | $4.63K | 0.00% | +9 | New |
| Cutler Group LP | 11 | $5.00K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $5.15K | 0.00% | +10 | New |
| Tennessee Valley Asset Management Partners | 10 | $5.15K | 0.00% | +10 | New |
| Dunhill Financial, LLC | 11 | $5.47K | 0.00% | +11 | New |
| Gradient Investments LLC | 11 | $5.66K | 0.00% | −2−15.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11 | $5.66K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 11 | $5.66K | 0.01% | +11 | New |
| New Millennium Group LLC | 11 | $5.66K | 0.01% | +11 | New |
| Clear Street Markets LLC | 12 | $6.00K | 0.00% | −5−29.4% | Reduced |
| Valued Wealth Advisors LLC | 14 | $6.43K | 0.01% | +14 | New |
| Independence Bank of Kentucky | 13 | $6.69K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 13 | $6.69K | 0.00% | 00.0% | Unchanged |
| First PREMIER Bank | 13 | $7.00K | 0.00% | +13 | New |
| FSA Wealth Management LLC | 14 | $7.00K | 0.00% | +14 | New |
| Aspire Private Capital, LLC | 14 | $7.21K | 0.00% | 00.0% | Unchanged |
| Able Wealth Management LLC | 14 | $7.21K | 0.01% | +14 | New |
| Toth Financial Advisory Corp | 15 | $7.72K | 0.00% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 15 | $7.72K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 15 | $7.72K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 15 | $8.00K | 0.00% | +2+15.4% | Added |
| Westside Investment Management, Inc. | 16 | $8.24K | 0.00% | +16 | New |
| DT Investment Partners, LLC | 16 | $8.69K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 17 | $8.75K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 17 | $8.75K | 0.00% | +17 | New |
| Nalls Sherbakoff Group, LLC | 17 | $8.75K | 0.01% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 18 | $9.27K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 18 | $9.27K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 19 | $9.78K | 0.00% | −4−17.4% | Reduced |
| Sunbelt Securities, Inc. | 19 | $9.78K | 0.00% | +3+18.8% | Added |
| Compagnie Lombard Odier SCmA | 20 | $10.3K | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 20 | $10.3K | 0.00% | +20 | New |
| Newbridge Financial Services Group, Inc. | 21 | $10.8K | 0.01% | +14+200.0% | Added |
| Asset Dedication, LLC | 22 | $11.0K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 22 | $11.3K | 0.00% | +11+100.0% | Added |
| Private Wealth Management Group, LLC | 22 | $11.3K | 0.01% | +22 | New |
| Red Tortoise LLC | 23 | $11.8K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 23 | $11.8K | 0.01% | +23 | New |
| Versant Capital Management, Inc | 25 | $12.9K | 0.00% | −6−19.4% | Reduced |
| Atticus Wealth Management, LLC | 25 | $12.9K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 25 | $12.9K | 0.00% | +7+38.9% | Added |
| AdvisorNet Financial, Inc | 27 | $13.9K | 0.00% | +3+12.5% | Added |
| Planning Capital Management Corp | 27 | $13.9K | 0.01% | +27 | New |
| Acima Private Wealth, LLC | 29 | $14.9K | 0.01% | 00.0% | Unchanged |
| Long Island Wealth Management, Inc. | 30 | $15.0K | 0.01% | +30 | New |
| TSFG, LLC | 32 | $16.0K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 31 | $16.1K | 0.01% | +5+19.2% | Added |
| Orion Capital Management LLC | 32 | $16.5K | 0.01% | 00.0% | Unchanged |
| Adirondack Trust Co | 29 | $16.6K | 0.01% | +9+45.0% | Added |
| Grove Bank & Trust | 33 | $17.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 34 | $17.5K | 0.01% | −4−10.5% | Reduced |
| Core Wealth Advisors, Inc. | 36 | $18.5K | 0.01% | +36 | New |
| Fortitude Family Office, LLC | 36 | $18.5K | 0.01% | +36 | New |
| JFS Wealth Advisors, LLC | 38 | $19.6K | 0.00% | +8+26.7% | Added |
| Providence Capital Advisors, LLC | 40 | $20.6K | 0.00% | −122−75.3% | Reduced |
| Cetera Trust Company, N.A | 41 | $21.1K | 0.01% | +41 | New |
| Colonial Trust Advisors | 42 | $21.6K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 43 | $22.1K | 0.01% | +43 | New |
| Magellan Asset Management Ltd | 45 | $23.2K | 0.00% | 00.0% | Unchanged |
| Stephens Investment Management Group LLC | 46 | $23.7K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 50 | $25.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 50 | $26.0K | 0.02% | 00.0% | Unchanged |
| Ofi Invest Asset Management | 56 | $26.1K | 0.00% | −4−6.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 52 | $26.8K | 0.00% | +34+188.9% | Added |
| GW&K Investment Management, LLC | 52 | $27.0K | 0.00% | +1+2.0% | Added |
| Deseret Mutual Benefit Administrators | 53 | $27.3K | 0.02% | −35−39.8% | Reduced |