| Cloud Capital Management, LLC | 5 | $0 | 0.00% | +5 | New |
| North Capital, Inc. | 1 | $167 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 2 | $335 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $502 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $502 | 0.00% | +1+50.0% | Added |
| Transamerica Financial Advisors, Inc. | 3 | $502 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $503 | 0.00% | +1+50.0% | Added |
| Bay Harbor Wealth Management, LLC | 4 | $669 | 0.00% | +1+33.3% | Added |
| Bruce G. Allen Investments, LLC | 4 | $670 | 0.00% | −1−20.0% | Reduced |
| Sachetta, LLC | 4 | $670 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $670 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 4 | $670 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 4 | $670 | 0.00% | +4 | New |
| Prestige Wealth Management Group LLC | 5 | $838 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 5 | $838 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $838 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| Retirement Wealth Solutions LLC | 6 | $1.00K | 0.00% | +6 | New |
| Montag A & Associates Inc | 7 | $1.20K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 8 | $1.34K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.34K | 0.00% | +3+60.0% | Added |
| Nemes Rush Group LLC | 9 | $1.53K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 10 | $1.67K | 0.00% | +10 | New |
| High Note Wealth, LLC | 10 | $1.68K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 10 | $1.68K | 0.00% | +10 | New |
| DiNuzzo Private Wealth, Inc. | 9 | $1.72K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 12 | $2.06K | 0.00% | +12 | New |
| Essential Partners LLC | 15 | $2.51K | 0.00% | +13+650.0% | Added |
| Fortitude Family Office, LLC | 16 | $2.68K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 22 | $3.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 24 | $4.02K | 0.00% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 24 | $4.02K | 0.00% | +24 | New |
| CX Institutional | 27 | $5.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 32 | $5.36K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 40 | $6.00K | 0.00% | +40 | New |
| Private Trust Co NA | 36 | $6.03K | 0.00% | −12−25.0% | Reduced |
| Farmers & Merchants Investments Inc | 37 | $6.20K | 0.00% | +2+5.7% | Added |
| Millstone Evans Group, LLC | 44 | $7.37K | 0.00% | +44 | New |
| Quent Capital, LLC | 46 | $7.70K | 0.00% | +46 | New |
| Versant Capital Management, Inc | 48 | $8.04K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 50 | $8.37K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 51 | $8.56K | 0.00% | +1+2.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 56 | $9.38K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 66 | $11.1K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 74 | $12.4K | 0.00% | −55−42.6% | Reduced |
| JPL Wealth Management, LLC | 80 | $13.4K | 0.00% | +80 | New |
| Atlantic Union Bankshares Corp | 85 | $14.2K | 0.00% | +85 | New |
| Rise Advisors, LLC | 88 | $14.8K | 0.01% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 89 | $14.9K | 0.00% | +32+56.1% | Added |
| Massmutual Trust Co FSB | 98 | $16.4K | 0.00% | +3+3.2% | Added |
| Geneos Wealth Management Inc. | 100 | $16.7K | 0.00% | −30−23.1% | Reduced |
| Tower View Investment Management & Research LLC | 103 | $17.2K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 115 | $19.3K | 0.00% | +1+0.9% | Added |
| Key Financial Inc | 120 | $20.1K | 0.00% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 126 | $21.1K | 0.00% | +126 | New |
| Park Place Capital Corp | 127 | $21.3K | 0.00% | −47−27.0% | Reduced |
| Measured Wealth Private Client Group, LLC | 130 | $21.8K | 0.01% | +130 | New |
| Caitlin John, LLC | 131 | $21.9K | 0.02% | +131 | New |
| Assetmark, Inc | 141 | $23.6K | 0.00% | +8+6.0% | Added |
| Clearstead Advisors, LLC | 143 | $23.9K | 0.00% | −239−62.6% | Reduced |
| MAI Capital Management | 146 | $24.4K | 0.00% | −65−30.8% | Reduced |
| Nomura Asset Management Co Ltd | 150 | $25.1K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 158 | $26.5K | 0.00% | −2−1.3% | Reduced |
| Smartleaf Asset Management LLC | 169 | $28.3K | 0.00% | +129+322.5% | Added |
| EverSource Wealth Advisors, LLC | 174 | $29.1K | 0.00% | +14+8.8% | Added |
| Nisa Investment Advisors, LLC | 179 | $30.0K | 0.00% | +16+9.8% | Added |
| Brown Brothers Harriman & Co | 204 | $34.2K | 0.00% | +204 | New |
| Hemington Wealth Management | 226 | $37.0K | 0.00% | +9+4.1% | Added |
| Larson Financial Group LLC | 223 | $37.4K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 230 | $38.5K | 0.02% | −110−32.4% | Reduced |
| GWM Advisors LLC | 240 | $40.2K | 0.00% | −38−13.7% | Reduced |
| Harbor Investment Advisory, LLC | 255 | $42.7K | 0.00% | −81−24.1% | Reduced |
| Shell Asset Management Co | 293 | $49.0K | 0.00% | −517−63.8% | Reduced |
| Hantz Financial Services, Inc. | 291 | $49.0K | 0.00% | +144+98.0% | Added |
| Huntington National Bank | 297 | $49.7K | 0.00% | +16+5.7% | Added |
| SRS Capital Advisors, Inc. | 303 | $50.7K | 0.00% | +288+1,920.0% | Added |
| Farther Finance Advisors, LLC | 305 | $51.1K | 0.00% | +43+16.4% | Added |
| Global Retirement Partners, LLC | 308 | $51.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 318 | $53.3K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 331 | $55.4K | 0.00% | +95+40.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 334 | $55.9K | 0.01% | +334 | New |
| Harvest Fund Management Co., Ltd | 365 | $61.0K | 0.00% | +365 | New |
| Stephenson National Bank & Trust | 377 | $63.1K | 0.02% | +36+10.6% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 387 | $65.0K | 0.00% | +4+1.0% | Added |
| Caitong International Asset Management Co., Ltd | 435 | $72.8K | 0.05% | −113−20.6% | Reduced |
| Signaturefd, LLC | 472 | $79.0K | 0.00% | −1−0.2% | Reduced |
| Jones Financial Companies LLLP | 480 | $82.2K | 0.00% | +29+6.4% | Added |
| Sprucegrove Investment Management Ltd | 500 | $83.7K | 0.01% | +100+25.0% | Added |
| Northwestern Mutual Wealth Management Co | 527 | $88.3K | 0.00% | +313+146.3% | Added |
| Covestor Ltd | 608 | $102.0K | 0.06% | +56+10.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 617 | $103.3K | 0.02% | +178+40.5% | Added |
| CWM, LLC | 632 | $106.0K | 0.00% | +290+84.8% | Added |
| Umb Bank N A | 697 | $116.7K | 0.00% | +282+68.0% | Added |
| IFP Advisors, Inc | 704 | $117.9K | 0.00% | +15+2.2% | Added |
| Hilltop National Bank | 750 | $125.6K | 0.03% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 906 | $151.7K | 0.01% | +906 | New |
| HM Payson & Co | 935 | $156.6K | 0.00% | −46−4.7% | Reduced |
| Quarry LP | 969 | $162.3K | 0.04% | +906+1,438.1% | Added |