| USA Financial Portformulas Corp | 1 | $407 | 0.00% | −128−99.2% | Reduced |
| Bruce G. Allen Investments, LLC | 1 | $407 | 0.00% | −1−50.0% | Reduced |
| Godfrey Financial Associates, Inc. | 1 | $407 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 1 | $407 | 0.00% | +1 | New |
| Curio Wealth, LLC | 1 | $407 | 0.00% | +1 | New |
| Rachor Investment Advisory Services, LLC | 1 | $408 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 1 | $408 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $815 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 2 | $815 | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 2 | $815 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 2 | $815 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 2 | $815 | 0.00% | +2 | New |
| JPL Wealth Management, LLC | 2 | $815 | 0.00% | +2 | New |
| Innovative Asset Advisors Group, LLC | 2 | $815 | 0.00% | +2 | New |
| Investors Portfolio Services LLC | 1 | $869 | 0.00% | +1 | New |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 3 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 3 | $1.22K | 0.00% | +3 | New |
| Portus Wealth Advisors, LLC | 3 | $1.22K | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $1.63K | 0.00% | +1+33.3% | Added |
| UMA Financial Services, Inc. | 4 | $1.63K | 0.00% | +4 | New |
| Valued Wealth Advisors LLC | 5 | $2.04K | 0.00% | +5 | New |
| DiNuzzo Private Wealth, Inc. | 6 | $2.44K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 6 | $2.44K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $2.85K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 7 | $2.85K | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 8 | $3.26K | 0.00% | +5+166.7% | Added |
| Whipplewood Advisors, LLC | 9 | $3.67K | 0.00% | +9 | New |
| Sachetta, LLC | 9 | $3.67K | 0.00% | +9 | New |
| Clearstead Advisors, LLC | 10 | $4.07K | 0.00% | −241−96.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 10 | $4.07K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 10 | $4.07K | 0.00% | +10 | New |
| Hollencrest Capital Management | 13 | $5.29K | 0.00% | +13 | New |
| Dogwood Wealth Management LLC | 14 | $5.70K | 0.00% | +14 | New |
| Park Square Financial Group, LLC | 14 | $5.70K | 0.04% | +14 | New |
| Geneos Wealth Management Inc. | 16 | $6.52K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 16 | $6.52K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 18 | $7.33K | 0.00% | −44−71.0% | Reduced |
| Basecamp Wealth Advisors LLC | 18 | $7.33K | 0.00% | −5−21.7% | Reduced |
| Meeder Asset Management Inc | 18 | $7.33K | 0.00% | −4−18.2% | Reduced |
| Financial Network Wealth Advisors LLC | 19 | $7.74K | 0.01% | −1−5.0% | Reduced |
| True Wealth Design, LLC | 19 | $7.74K | 0.00% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 20 | $8.14K | 0.00% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 20 | $8.25K | 0.00% | −2−9.1% | Reduced |
| Marshall Investment Management, LLC | 21 | $8.55K | 0.00% | +21 | New |
| JFS Wealth Advisors, LLC | 23 | $9.37K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 23 | $9.37K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 23 | $9.37K | 0.00% | 00.0% | Unchanged |
| American National Bank | 26 | $10.6K | 0.00% | 00.0% | Unchanged |
| Acumen Wealth Advisors, LLC | 26 | $10.6K | 0.00% | +26 | New |
| Farmers & Merchants Investments Inc | 27 | $11.0K | 0.00% | −4−12.9% | Reduced |
| SHP Wealth Management | 28 | $11.4K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 29 | $11.8K | 0.01% | +29 | New |
| Massmutual Trust Co FSB | 30 | $12.2K | 0.00% | +2+7.1% | Added |
| Brown, Lisle/Cummings, Inc. | 32 | $13.0K | 0.00% | +32 | New |
| Strategic Wealth Partners, Ltd. | 34 | $13.8K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 37 | $15.1K | 0.00% | −2−5.1% | Reduced |
| Fortitude Family Office, LLC | 38 | $15.5K | 0.00% | +14+58.3% | Added |
| CVA Family Office, LLC | 38 | $15.5K | 0.00% | +33+660.0% | Added |
| First Horizon Corp | 39 | $15.9K | 0.00% | +12+44.4% | Added |
| WPG Advisers, LLC | 41 | $16.7K | 0.01% | −3−6.8% | Reduced |
| Westend Capital Management, LLC | 44 | $17.9K | 0.01% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 45 | $18.3K | 0.00% | 00.0% | Unchanged |
| Matrix Trust Co | 47 | $19.0K | 0.00% | +4+9.3% | Added |
| Rakuten Securities, Inc. | 49 | $20.0K | 0.01% | −140−74.1% | Reduced |
| Contravisory Investment Management, Inc. | 49 | $20.0K | 0.00% | +49 | New |
| Whittier Trust Co of Nevada Inc | 51 | $20.1K | 0.00% | −29−36.3% | Reduced |
| Barrett & Company, Inc. | 50 | $20.4K | 0.01% | +50 | New |
| Cornerstone Planning Group LLC | 26 | $21.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 53 | $21.6K | 0.00% | +14+35.9% | Added |
| Rossby Financial, LCC | 52 | $21.9K | 0.00% | +10+23.8% | Added |
| Northwestern Mutual Wealth Management Co | 55 | $22.4K | 0.00% | +23+71.9% | Added |
| Smithfield Trust Co | 58 | $23.0K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 57 | $23.2K | 0.00% | −100−63.7% | Reduced |
| LRI Investments, LLC | 57 | $23.2K | 0.00% | −1−1.7% | Reduced |
| TD Waterhouse Canada Inc. | 56 | $23.5K | 0.00% | +5+9.8% | Added |
| CoreCap Advisors, LLC | 58 | $23.6K | 0.00% | −1,259−95.6% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 58 | $23.6K | 0.01% | +58 | New |
| Nomura Asset Management Co Ltd | 67 | $27.3K | 0.00% | +67 | New |
| Covestor Ltd | 68 | $28.0K | 0.02% | −357−84.0% | Reduced |
| MCF Advisors LLC | 71 | $28.9K | 0.00% | −14−16.5% | Reduced |
| Blume Capital Management, Inc. | 75 | $30.5K | 0.01% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 76 | $31.0K | 0.00% | −13−14.6% | Reduced |
| Cedar Mountain Advisors, LLC | 81 | $33.0K | 0.01% | +80+8,000.0% | Added |
| Sound Income Strategies, LLC | 80 | $33.7K | 0.00% | +1+1.3% | Added |
| Bogart Wealth, LLC | 89 | $36.2K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 90 | $36.7K | 0.00% | +90 | New |
| Wolff Wiese Magana LLC | 90 | $36.7K | 0.02% | +22+32.4% | Added |
| Mark Sheptoff Financial Planning, LLC | 46 | $37.1K | 0.02% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 95 | $38.7K | 0.01% | +81+578.6% | Added |
| Signature Equity Partners, LLC | 104 | $42.4K | 0.02% | +17+19.5% | Added |
| HM Payson & Co | 105 | $42.8K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 108 | $44.0K | 0.01% | −2−1.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 109 | $44.4K | 0.01% | −3−2.7% | Reduced |
| Opal Wealth Advisors, LLC | 117 | $47.7K | 0.01% | +117 | New |
| Optiver Holding B.V. | 127 | $51.7K | 0.00% | −258−67.0% | Reduced |
| Root Financial Partners, LLC | 128 | $52.1K | 0.00% | +28+28.0% | Added |
| TFC Financial Management | 130 | $52.9K | 0.01% | −6−4.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 132 | $53.8K | 0.00% | +17+14.8% | Added |
| EverSource Wealth Advisors, LLC | 138 | $56.2K | 0.00% | +31+29.0% | Added |