| Ogorek Anthony Joseph | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $164 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 2 | $328 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $328 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 2 | $328 | 0.00% | +2 | New |
| Essential Partners LLC | 3 | $491 | 0.00% | +3 | New |
| Raffa Wealth Management, LLC | 4 | $655 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 5 | $819 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $982 | 0.00% | +1+20.0% | Added |
| Transamerica Financial Advisors, Inc. | 6 | $982 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 6 | $983 | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $983 | 0.00% | +6 | New |
| Creative Financial Designs Inc | 6 | $1.02K | 0.00% | 00.0% | Unchanged |
| Motco | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 7 | $1.15K | 0.00% | +1+16.7% | Added |
| UMA Financial Services, Inc. | 7 | $1.15K | 0.00% | +7 | New |
| Key Financial Inc | 7 | $1.15K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 8 | $1.31K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 9 | $1.45K | 0.00% | −157−94.6% | Reduced |
| SJS Investment Consulting Inc. | 10 | $1.64K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 11 | $1.80K | 0.00% | +3+37.5% | Added |
| Delta Asset Management LLC | 12 | $1.97K | 0.00% | −12−50.0% | Reduced |
| Marquette Asset Management, LLC | 12 | $1.97K | 0.00% | +12 | New |
| Rialto Wealth Management, LLC | 13 | $2.13K | 0.00% | +4+44.4% | Added |
| DiNuzzo Private Wealth, Inc. | 16 | $2.37K | 0.00% | +1+6.7% | Added |
| Private Wealth Management Group, LLC | 15 | $2.46K | 0.00% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 16 | $2.62K | 0.00% | −80−83.3% | Reduced |
| Sachetta, LLC | 17 | $2.78K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 21 | $3.00K | 0.00% | +21 | New |
| JPL Wealth Management, LLC | 19 | $3.11K | 0.00% | +19 | New |
| Stone House Investment Management, LLC | 20 | $3.27K | 0.00% | +20 | New |
| Kozak & Associates, Inc. | 23 | $3.29K | 0.00% | +1+4.5% | Added |
| Pineridge Advisors LLC | 20 | $3.32K | 0.00% | −34−63.0% | Reduced |
| GPS Wealth Strategies Group, LLC | 21 | $3.44K | 0.00% | 00.0% | Unchanged |
| Accent Capital Management, LLC | 23 | $3.77K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 24 | $3.81K | 0.00% | +24 | New |
| RMG Wealth Management LLC | 25 | $3.86K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 24 | $3.93K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 29 | $4.75K | 0.00% | +14+93.3% | Added |
| Fortitude Family Office, LLC | 30 | $4.91K | 0.00% | +4+15.4% | Added |
| Quest 10 Wealth Builders, Inc. | 33 | $5.40K | 0.00% | −57−63.3% | Reduced |
| Atlantic Trust, LLC | 35 | $5.73K | 0.00% | +35 | New |
| Solstein Capital, LLC | 38 | $6.22K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 39 | $6.39K | 0.00% | +1+2.6% | Added |
| True Wealth Design, LLC | 39 | $6.39K | 0.00% | +36+1,200.0% | Added |
| Optiver Holding B.V. | 40 | $6.55K | 0.00% | −95−70.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 40 | $6.55K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 40 | $6.55K | 0.00% | +4+11.1% | Added |
| Pinnacle Bancorp, Inc. | 42 | $6.88K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 44 | $7.18K | 0.02% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 47 | $7.70K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 49 | $7.77K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 48 | $7.86K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 50 | $8.19K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 55 | $9.00K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 56 | $9.17K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 56 | $9.17K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 60 | $9.82K | 0.00% | +3+5.3% | Added |
| Parkside Financial Bank & Trust | 64 | $10.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 69 | $11.3K | 0.00% | +69 | New |
| IFP Advisors, Inc | 73 | $12.0K | 0.00% | −571−88.7% | Reduced |
| Capital Advisors, Ltd. LLC | 77 | $13.0K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 82 | $13.4K | 0.00% | +70+583.3% | Added |
| Spire Wealth Management | 84 | $13.8K | 0.00% | +47+127.0% | Added |
| MCF Advisors LLC | 85 | $13.9K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 99 | $16.0K | 0.00% | −229−69.8% | Reduced |
| Bell Investment Advisors, Inc | 99 | $16.2K | 0.00% | −38−27.7% | Reduced |
| Costello Asset Management, INC | 100 | $16.4K | 0.01% | 00.0% | Unchanged |
| Central Trust Co | 104 | $17.0K | 0.00% | −12−10.3% | Reduced |
| Larson Financial Group LLC | 108 | $17.7K | 0.00% | +1+0.9% | Added |
| Clearstead Advisors, LLC | 117 | $19.2K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 117 | $19.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 124 | $20.3K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 126 | $20.6K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 132 | $22.0K | 0.00% | −27−17.0% | Reduced |
| Rise Advisors, LLC | 139 | $22.7K | 0.01% | +1+0.7% | Added |
| Peregrine Capital Management LLC | 150 | $24.6K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 161 | $26.0K | 0.00% | +18+12.6% | Added |
| American National Bank | 159 | $26.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 159 | $26.0K | 0.00% | 00.0% | Unchanged |
| Ossiam | 164 | $26.9K | 0.00% | +75+84.3% | Added |
| Measured Wealth Private Client Group, LLC | 181 | $29.6K | 0.01% | +181 | New |
| IMA Wealth, Inc. | 185 | $30.3K | 0.00% | +49+36.0% | Added |
| Allworth Financial LP | 187 | $30.6K | 0.00% | +65+53.3% | Added |
| State of Wyoming | 189 | $30.9K | 0.00% | −42−18.2% | Reduced |
| Independence Bank of Kentucky | 190 | $31.1K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 202 | $33.0K | 0.01% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 219 | $35.9K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 221 | $36.2K | 0.02% | +51+30.0% | Added |
| Brown Brothers Harriman & Co | 225 | $36.8K | 0.00% | +196+675.9% | Added |
| Bartlett & Co. Wealth Management LLC | 227 | $37.2K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 236 | $38.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 239 | $39.1K | 0.00% | +9+3.9% | Added |
| Smartleaf Asset Management LLC | 238 | $39.5K | 0.00% | −19−7.4% | Reduced |
| Bryn Mawr Trust Co | 245 | $40.1K | 0.00% | −1,876−88.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 245 | $40.1K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 250 | $40.9K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 255 | $41.8K | 0.00% | +255 | New |