| McClarren Financial Advisors, Inc. | 171 | $0 | 0.00% | +167+4,175.0% | Added |
| Manchester Capital Management LLC | 2 | $344 | 0.00% | +2 | New |
| Riggs Asset Managment Co. Inc. | 3 | $516 | 0.00% | +3 | New |
| Rakuten Securities, Inc. | 4 | $687 | 0.00% | +4 | New |
| Caldwell Sutter Capital, Inc. | 5 | $859 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | +1+14.3% | Added |
| Mattson Financial Services, LLC | 6 | $1.03K | 0.00% | +6 | New |
| Beaird Harris Wealth Management, LLC | 6 | $1.03K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 7 | $1.20K | 0.00% | +7 | New |
| Valued Wealth Advisors LLC | 8 | $1.37K | 0.00% | +1+14.3% | Added |
| Spire Wealth Management | 8 | $1.39K | 0.00% | +3+60.0% | Added |
| Carolinas Wealth Consulting LLC | 10 | $1.57K | 0.00% | 00.0% | Unchanged |
| Lynx Investment Advisory | 10 | $1.72K | 0.00% | +10 | New |
| Johnson Financial Group, Inc. | 11 | $1.89K | 0.00% | +8+266.7% | Added |
| DiNuzzo Private Wealth, Inc. | 13 | $2.23K | 0.00% | +2+18.2% | Added |
| Sachetta, LLC | 14 | $2.44K | 0.00% | +14 | New |
| Creative Financial Designs Inc | 15 | $2.58K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 16 | $2.75K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $3.09K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 18 | $3.09K | 0.00% | +7+63.6% | Added |
| Caitlin John, LLC | 20 | $3.46K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 21 | $3.61K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 22 | $3.78K | 0.00% | +22 | New |
| Beacon Capital Management, LLC | 25 | $4.31K | 0.00% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 26 | $4.46K | 0.00% | +26 | New |
| Ritter Daniher Financial Advisory LLC | 27 | $4.72K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 28 | $4.81K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 30 | $5.15K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 33 | $5.67K | 0.00% | +14+73.7% | Added |
| Hantz Financial Services, Inc. | 36 | $6.00K | 0.00% | −4,749−99.2% | Reduced |
| Parkside Financial Bank & Trust | 38 | $6.53K | 0.00% | +30+375.0% | Added |
| Global Financial Private Client, LLC | 40 | $6.87K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 45 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 43 | $7.38K | 0.00% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 50 | $7.72K | 0.00% | +50 | New |
| Macroview Investment Management LLC | 45 | $7.73K | 0.01% | −8−15.1% | Reduced |
| Bokf, NA | 45 | $7.73K | 0.00% | +21+87.5% | Added |
| Key Financial Inc | 47 | $8.07K | 0.00% | 00.0% | Unchanged |
| Islay Capital Management, LLC | 50 | $8.59K | 0.01% | 00.0% | Unchanged |
| Park Place Capital Corp | 58 | $9.96K | 0.00% | −19−24.7% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 67 | $11.5K | 0.00% | −1,772−96.4% | Reduced |
| Ibex Wealth Advisors | 70 | $12.0K | 0.00% | +70 | New |
| Covestor Ltd | 75 | $13.0K | 0.01% | −1,500−95.2% | Reduced |
| Front Row Advisors LLC | 76 | $13.1K | 0.00% | −22−22.4% | Reduced |
| WR Wealth Planners, LLC | 78 | $13.4K | 0.00% | −11−12.4% | Reduced |
| Gradient Investments LLC | 96 | $16.5K | 0.00% | −30,879−99.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 96 | $16.5K | 0.00% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 100 | $17.2K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 106 | $18.2K | 0.01% | 00.0% | Unchanged |
| Innealta Capital, LLC | 112 | $19.2K | 0.01% | +112 | New |
| International Assets Investment Management, LLC | 114 | $19.6K | 0.00% | +114 | New |
| Coppell Advisory Solutions LLC | 116 | $19.9K | 0.00% | +116 | New |
| First Horizon Advisors, Inc. | 117 | $20.1K | 0.00% | −125−51.7% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 117 | $20.1K | 0.00% | +11+10.4% | Added |
| Umb Bank N A | 118 | $20.3K | 0.00% | +10+9.3% | Added |
| South State Corp. | 120 | $20.6K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 125 | $21.5K | 0.00% | +125 | New |
| Crewe Advisors LLC | 128 | $22.0K | 0.00% | +128 | New |
| SYSTM Wealth Solutions LLC | 128 | $22.0K | 0.00% | −24−15.8% | Reduced |
| Principal Securities, Inc. | 135 | $23.2K | 0.00% | +23+20.5% | Added |
| Ronald Blue Trust, Inc. | 152 | $23.5K | 0.00% | +35+29.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 144 | $24.7K | 0.01% | +144 | New |
| Hollencrest Capital Management | 148 | $25.4K | 0.00% | +148 | New |
| Versant Capital Management, Inc | 150 | $25.8K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 150 | $25.8K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $25.8K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 170 | $29.2K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 173 | $29.7K | 0.00% | +34+24.5% | Added |
| Massmutual Trust Co FSB | 179 | $30.7K | 0.00% | +8+4.7% | Added |
| Bartlett & Co. Wealth Management LLC | 180 | $30.9K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 185 | $31.8K | 0.00% | +152+460.6% | Added |
| Global Retirement Partners, LLC | 198 | $34.0K | 0.00% | +5+2.6% | Added |
| CVA Family Office, LLC | 207 | $35.5K | 0.01% | +22+11.9% | Added |
| Rise Advisors, LLC | 209 | $35.8K | 0.02% | +1+0.5% | Added |
| Custom Portfolio Group LLC | 215 | $36.9K | 0.03% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 218 | $37.4K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $37.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 219 | $38.3K | 0.00% | +14+6.8% | Added |
| China Universal Asset Management Co., Ltd. | 244 | $41.9K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 266 | $45.3K | 0.00% | +67+33.7% | Added |
| LGT Financial Advisors LLC | 266 | $45.7K | 0.10% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 274 | $47.0K | 0.00% | +274 | New |
| Private Trust Co NA | 285 | $48.9K | 0.01% | −10−3.4% | Reduced |
| Canada Pension Plan Investment Board | 300 | $51.5K | 0.00% | +300 | New |
| VisionPoint Advisory Group, LLC | 353 | $60.6K | 0.02% | +353 | New |
| Bank Julius Baer & Co. Ltd, Zurich | 329 | $62.8K | 0.00% | +329 | New |
| Allworth Financial LP | 389 | $66.6K | 0.00% | +162+71.4% | Added |
| Picton Mahoney Asset Management | 400 | $68.0K | 0.00% | +400 | New |
| Tortoise Investment Management, LLC | 419 | $71.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 421 | $72.3K | 0.00% | +62+17.3% | Added |
| Gen-Wealth Partners Inc | 443 | $76.1K | 0.04% | +443 | New |
| Prestige Wealth Management Group LLC | 447 | $76.8K | 0.02% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 481 | $82.6K | 0.06% | +481 | New |
| United Community Bank | 540 | $92.7K | 0.04% | −25−4.4% | Reduced |
| SRS Capital Advisors, Inc. | 557 | $95.6K | 0.01% | +541+3,381.3% | Added |
| TFC Financial Management | 581 | $99.8K | 0.02% | +1+0.2% | Added |
| National Bank of Canada | 600 | $102.2K | 0.00% | −19,000−96.9% | Reduced |
| IFP Advisors, Inc | 598 | $102.7K | 0.00% | +461+336.5% | Added |
| Fifth Third Bancorp | 608 | $104.4K | 0.00% | +176+40.7% | Added |