| Avion Wealth | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 1 | $113 | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 1 | $126 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 1 | $127 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $127 | 0.00% | +1 | New |
| Twin Peaks Wealth Advisors, LLC | 2 | $252 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $253 | 0.00% | +2 | New |
| Kayne Anderson Rudnick Investment Management LLC | 2 | $295 | 0.00% | +2 | New |
| Pacer Advisors, Inc. | 3 | $379 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 3 | $379 | 0.00% | +3 | New |
| MV Capital Management, Inc. | 3 | $380 | 0.00% | −7−70.0% | Reduced |
| Hughes Financial Services, LLC | 4 | $501 | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4 | $506 | 0.00% | −9−69.2% | Reduced |
| Rialto Wealth Management, LLC | 4 | $506 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 4 | $506 | 0.00% | +2+100.0% | Added |
| Stephens Consulting, LLC | 4 | $506 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $633 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 6 | $759 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 6 | $759 | 0.00% | +6 | New |
| First Horizon Advisors, Inc. | 8 | $1.01K | 0.00% | −5−38.5% | Reduced |
| Bell Investment Advisors, Inc | 8 | $1.01K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 8 | $1.01K | 0.00% | −35−81.4% | Reduced |
| Provenance Wealth Advisors, LLC | 9 | $1.14K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 11 | $1.39K | 0.00% | +9+450.0% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 11 | $1.39K | 0.00% | +11 | New |
| South State Corp. | 13 | $1.65K | 0.00% | −5−27.8% | Reduced |
| Cornerstone Planning Group LLC | 13 | $1.65K | 0.00% | +4+44.4% | Added |
| Cromwell Holdings LLC | 14 | $1.78K | 0.00% | +8+133.3% | Added |
| Caitong International Asset Management Co., Ltd | 15 | $1.90K | 0.00% | −1,077−98.6% | Reduced |
| Sound Income Strategies, LLC | 15 | $1.90K | 0.00% | +15 | New |
| UMA Financial Services, Inc. | 15 | $1.90K | 0.00% | +15 | New |
| CBIZ Investment Advisory Services, LLC | 15 | $1.91K | 0.00% | −14−48.3% | Reduced |
| Capital Advisors, Ltd. LLC | 12 | $2.00K | 0.00% | −62−83.8% | Reduced |
| Raffa Wealth Management, LLC | 16 | $2.02K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 18 | $2.21K | 0.00% | −17−48.6% | Reduced |
| Central Trust Co | 19 | $2.40K | 0.00% | −10−34.5% | Reduced |
| Investors Research Corp | 22 | $2.78K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 27 | $3.42K | 0.00% | −1−3.6% | Reduced |
| Sachetta, LLC | 31 | $3.92K | 0.00% | −4−11.4% | Reduced |
| CX Institutional | 29 | $4.00K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 35 | $4.43K | 0.00% | +35 | New |
| Dogwood Wealth Management LLC | 36 | $4.58K | 0.00% | +36 | New |
| North Star Investment Management Corp. | 38 | $4.81K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 41 | $5.19K | 0.00% | −30−42.3% | Reduced |
| Bruce G. Allen Investments, LLC | 42 | $5.31K | 0.00% | −24−36.4% | Reduced |
| IMG Wealth Management, Inc. | 44 | $5.57K | 0.00% | +44 | New |
| TCTC Holdings, LLC | 45 | $5.69K | 0.00% | −45−50.0% | Reduced |
| Parkside Financial Bank & Trust | 45 | $5.69K | 0.00% | −20−30.8% | Reduced |
| Golden State Wealth Management, LLC | 46 | $5.82K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 50 | $6.33K | 0.00% | +7+16.3% | Added |
| Truvestments Capital LLC | 55 | $6.96K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 55 | $6.96K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 56 | $7.04K | 0.00% | −1−1.8% | Reduced |
| Bryn Mawr Trust Co | 59 | $7.46K | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 70 | $8.86K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 73 | $9.23K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 75 | $9.49K | 0.00% | −40−34.8% | Reduced |
| Atlantic Trust, LLC | 76 | $9.61K | 0.00% | +30+65.2% | Added |
| Valued Wealth Advisors LLC | 77 | $9.82K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 83 | $10.5K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 112 | $14.2K | 0.00% | +66+143.5% | Added |
| Farther Finance Advisors, LLC | 112 | $14.2K | 0.00% | −225−66.8% | Reduced |
| AdvisorNet Financial, Inc | 117 | $14.8K | 0.00% | −50−29.9% | Reduced |
| Capital Analysts, LLC | 119 | $15.0K | 0.00% | +3+2.6% | Added |
| Financial Network Wealth Advisors LLC | 143 | $18.1K | 0.02% | −2−1.4% | Reduced |
| 1620 Investment Advisors, Inc. | 154 | $19.5K | 0.01% | −191−55.4% | Reduced |
| Larson Financial Group LLC | 160 | $20.2K | 0.00% | +110+220.0% | Added |
| Massmutual Trust Co FSB | 161 | $20.4K | 0.00% | −7−4.2% | Reduced |
| Dynamic Wealth Strategies, LLC | 171 | $21.6K | 0.02% | −159−48.2% | Reduced |
| Assetmark, Inc | 174 | $22.0K | 0.00% | +138+383.3% | Added |
| Salomon & Ludwin, LLC | 190 | $24.4K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 195 | $24.7K | 0.00% | 00.0% | Unchanged |
| Fulcrum Asset Management LLP | 211 | $26.7K | 0.01% | +211 | New |
| Mount Yale Investment Advisors, LLC | 238 | $30.1K | 0.00% | +238 | New |
| Ransom Advisory, Ltd | 239 | $30.2K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 240 | $30.4K | 0.00% | −236−49.6% | Reduced |
| Independence Bank of Kentucky | 250 | $31.6K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 256 | $32.3K | 0.00% | +65+34.0% | Added |
| Bartlett & Co. Wealth Management LLC | 261 | $33.3K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 267 | $33.8K | 0.00% | +166+164.4% | Added |
| Huntington National Bank | 268 | $33.9K | 0.00% | −50−15.7% | Reduced |
| Allworth Financial LP | 274 | $34.7K | 0.00% | −23−7.7% | Reduced |
| Walleye Trading LLC | 299 | $37.8K | 0.00% | −2,945−90.8% | Reduced |
| Rosenberg Matthew Hamilton | 333 | $42.1K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 333 | $42.1K | 0.00% | +333 | New |
| V-Square Quantitative Management LLC | 374 | $47.3K | 0.01% | +374 | New |
| Spire Wealth Management | 395 | $50.0K | 0.00% | −21−5.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 450 | $56.9K | 0.02% | +130+40.6% | Added |
| CIBC Private Wealth Group, LLC | 461 | $58.3K | 0.00% | −70−13.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 509 | $64.4K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 556 | $70.4K | 0.01% | +151+37.3% | Added |
| Ronald Blue Trust, Inc. | 558 | $70.6K | 0.00% | −28−4.8% | Reduced |
| Principal Securities, Inc. | 560 | $70.8K | 0.00% | +15+2.8% | Added |
| Bank Julius Baer & Co. Ltd, Zurich | 566 | $71.6K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 571 | $72.0K | 0.00% | −240−29.6% | Reduced |
| Covestor Ltd | 593 | $75.0K | 0.04% | +516+670.1% | Added |
| EverSource Wealth Advisors, LLC | 615 | $77.8K | 0.00% | +184+42.7% | Added |
| Northwestern Mutual Wealth Management Co | 673 | $85.1K | 0.00% | +141+26.5% | Added |
| Optimum Investment Advisors | 700 | $88.5K | 0.04% | 00.0% | Unchanged |
