| Transamerica Financial Advisors, Inc. | 1 | $171 | 0.00% | +1 | New |
| Harbour Investments, Inc. | 1 | $172 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 1 | $172 | 0.00% | +1 | New |
| USA Financial Portformulas Corp | 2 | $343 | 0.00% | −1−33.3% | Reduced |
| Financial Management Professionals, Inc. | 2 | $343 | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2 | $343 | 0.00% | +2 | New |
| SHP Wealth Management | 2 | $343 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 3 | $515 | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $515 | 0.00% | +3 | New |
| Sunbelt Securities, Inc. | 4 | $686 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 4 | $686 | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Trust Services, Inc. | 4 | $686 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 4 | $686 | 0.00% | +1+33.3% | Added |
| Sachetta, LLC | 4 | $687 | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 4 | $687 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 4 | $687 | 0.00% | +4 | New |
| Wilkerson Advisory Group LLC | 4 | $693 | 0.00% | +4 | New |
| Cromwell Holdings LLC | 5 | $858 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 5 | $859 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 5 | $859 | 0.00% | +1+25.0% | Added |
| Advisory Services Network, LLC | 5 | $861 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 6 | $1.03K | 0.00% | +1+20.0% | Added |
| Montag A & Associates Inc | 7 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 7 | $1.20K | 0.00% | +3+75.0% | Added |
| DiNuzzo Private Wealth, Inc. | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 8 | $1.37K | 0.00% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 8 | $1.37K | 0.00% | +8 | New |
| MidFirst Bank | 9 | $1.54K | 0.00% | −1,147−99.2% | Reduced |
| Signature Equity Partners, LLC | 9 | $1.54K | 0.00% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 9 | $1.57K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 10 | $1.71K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 10 | $1.72K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 12 | $2.00K | 0.00% | 00.0% | Unchanged |
| CX Institutional | 13 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 12 | $2.06K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 13 | $2.23K | 0.00% | +13 | New |
| CVA Family Office, LLC | 14 | $2.40K | 0.00% | +14 | New |
| Clearstead Advisors, LLC | 15 | $2.58K | 0.00% | −142−90.4% | Reduced |
| Richardson Capital Management LLC | 18 | $3.09K | 0.00% | +18 | New |
| Ronald Blue Trust, Inc. | 20 | $3.43K | 0.00% | −75−78.9% | Reduced |
| Private Trust Co NA | 20 | $3.43K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 20 | $3.43K | 0.00% | +18+900.0% | Added |
| Raleigh Capital Management Inc. | 20 | $3.43K | 0.00% | +20 | New |
| Retirement Wealth Solutions LLC | 20 | $3.43K | 0.00% | +3+17.6% | Added |
| Private Wealth Management Group, LLC | 22 | $3.78K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 22 | $3.78K | 0.00% | +22 | New |
| Zions Bancorporation, National Association | 23 | $3.95K | 0.00% | +23 | New |
| Bell Investment Advisors, Inc | 24 | $4.12K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 29 | $4.98K | 0.00% | +29 | New |
| Rossby Financial, LCC | 33 | $5.64K | 0.00% | −1−2.9% | Reduced |
| Farmers & Merchants Investments Inc | 36 | $6.18K | 0.00% | 00.0% | Unchanged |
| Meramec Financial Planners, LLC | 35 | $6.33K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 38 | $6.52K | 0.00% | +17+81.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 42 | $7.21K | 0.00% | +42 | New |
| JFS Wealth Advisors, LLC | 43 | $7.38K | 0.00% | −1−2.3% | Reduced |
| International Assets Investment Management, LLC | 48 | $8.21K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 56 | $9.61K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 57 | $9.78K | 0.00% | −4−6.6% | Reduced |
| Mather Group, LLC. | 63 | $10.8K | 0.00% | +63 | New |
| Cache Advisors, LLC | 64 | $11.0K | 0.00% | +64 | New |
| SJS Investment Consulting Inc. | 68 | $11.7K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 80 | $13.7K | 0.00% | +80 | New |
| True Wealth Design, LLC | 81 | $13.9K | 0.00% | −20−19.8% | Reduced |
| LRI Investments, LLC | 84 | $14.4K | 0.00% | +18+27.3% | Added |
| Massmutual Trust Co FSB | 95 | $16.3K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 100 | $17.2K | 0.00% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 103 | $17.7K | 0.01% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 108 | $18.5K | 0.01% | +64+145.5% | Added |
| Spire Wealth Management | 116 | $19.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 117 | $20.1K | 0.00% | +41+53.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 123 | $21.1K | 0.00% | −66−34.9% | Reduced |
| Park Place Capital Corp | 127 | $21.8K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 131 | $22.5K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 143 | $24.5K | 0.00% | +44+44.4% | Added |
| Nomura Asset Management Co Ltd | 150 | $25.7K | 0.00% | 00.0% | Unchanged |
| Measured Wealth Private Client Group, LLC | 150 | $25.7K | 0.01% | +9+6.4% | Added |
| Assetmark, Inc | 156 | $26.8K | 0.00% | +31+24.8% | Added |
| Wellington-Altus USA Inc. | 141 | $29.5K | 0.02% | −5−3.4% | Reduced |
| V-Square Quantitative Management LLC | 176 | $30.2K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 180 | $31.0K | 0.00% | +180 | New |
| Los Angeles Capital Management LLC | 183 | $31.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 199 | $33.3K | 0.00% | −27−11.9% | Reduced |
| Atlantic Union Bankshares Corp | 202 | $34.7K | 0.00% | +117+137.6% | Added |
| Ancora Advisors, LLC | 205 | $35.2K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 207 | $35.5K | 0.01% | −19−8.4% | Reduced |
| Byrne Asset Management LLC | 210 | $36.0K | 0.02% | −15−6.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 213 | $36.6K | 0.00% | +213 | New |
| Nisa Investment Advisors, LLC | 251 | $43.1K | 0.00% | +59+30.7% | Added |
| Larson Financial Group LLC | 265 | $45.4K | 0.00% | +17+6.9% | Added |
| Versant Capital Management, Inc | 273 | $46.9K | 0.00% | +225+468.8% | Added |
| MAI Capital Management | 302 | $51.8K | 0.00% | +130+75.6% | Added |
| Covestor Ltd | 301 | $52.0K | 0.04% | −332−52.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 334 | $57.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 348 | $59.7K | 0.00% | +9+2.7% | Added |
| Caitong International Asset Management Co., Ltd | 354 | $60.8K | 0.01% | −436−55.2% | Reduced |
| Basecamp Wealth Advisors LLC | 411 | $70.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 449 | $76.7K | 0.00% | −36−7.4% | Reduced |
| Vestcor Inc | 446 | $77.0K | 0.00% | −1,945−81.3% | Reduced |