| AdvisorNet Financial, Inc | 1 | $180 | 0.00% | +1 | New |
| MV Capital Management, Inc. | 1 | $181 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2 | $361 | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 2 | $361 | 0.00% | +2 | New |
| Parkworth Wealth Management, Inc. | 2 | $361 | 0.00% | +2 | New |
| Riggs Asset Managment Co. Inc. | 3 | $541 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3 | $541 | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 3 | $541 | 0.00% | +3 | New |
| Sachetta, LLC | 4 | $722 | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 4 | $722 | 0.00% | +4 | New |
| Financial Management Professionals, Inc. | 5 | $902 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5 | $903 | 0.00% | +5 | New |
| Mattson Financial Services, LLC | 6 | $1.06K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 6 | $1.08K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 6 | $1.08K | 0.00% | +6 | New |
| Fortitude Family Office, LLC | 9 | $1.62K | 0.00% | −4−30.8% | Reduced |
| Van Hulzen Asset Management, LLC | 9 | $1.62K | 0.00% | +9 | New |
| Horizon Investments, LLC | 10 | $1.80K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 10 | $1.80K | 0.00% | +3+42.9% | Added |
| Capital Advisors, Ltd. LLC | 11 | $2.00K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 12 | $2.17K | 0.00% | −18−60.0% | Reduced |
| SJS Investment Consulting Inc. | 12 | $2.17K | 0.00% | −6−33.3% | Reduced |
| DiNuzzo Private Wealth, Inc. | 13 | $2.35K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 14 | $2.53K | 0.00% | −4−22.2% | Reduced |
| Valued Wealth Advisors LLC | 14 | $2.53K | 0.00% | +6+75.0% | Added |
| Carolinas Wealth Consulting LLC | 15 | $2.57K | 0.00% | +5+50.0% | Added |
| Provenance Wealth Advisors, LLC | 16 | $2.89K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 17 | $3.07K | 0.00% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 21 | $3.79K | 0.00% | 00.0% | Unchanged |
| Bank & Trust Co | 22 | $3.97K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $4.53K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 27 | $4.87K | 0.00% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 28 | $4.99K | 0.00% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 28 | $5.05K | 0.00% | +28 | New |
| Skopos Labs, Inc. | 28 | $5.05K | 0.00% | +27+2,700.0% | Added |
| Bell Investment Advisors, Inc | 30 | $5.41K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 31 | $5.59K | 0.00% | +31 | New |
| Prudent Man Investment Management, Inc. | 31 | $5.59K | 0.00% | +31 | New |
| Avalon Trust Co | 36 | $6.50K | 0.00% | +36 | New |
| TD Private Client Wealth LLC | 37 | $6.68K | 0.00% | +19+105.6% | Added |
| Johnson Financial Group, Inc. | 38 | $6.88K | 0.00% | −26−40.6% | Reduced |
| Private Wealth Management Group, LLC | 42 | $7.58K | 0.00% | +9+27.3% | Added |
| Global Financial Private Client, LLC | 43 | $7.76K | 0.00% | +3+7.5% | Added |
| Aster Capital Management (DIFC) Ltd | 44 | $7.94K | 0.00% | −45−50.6% | Reduced |
| JFS Wealth Advisors, LLC | 44 | $7.94K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 45 | $8.19K | 0.00% | −172−79.3% | Reduced |
| Key Financial Inc | 47 | $8.48K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 49 | $8.73K | 0.00% | +4+8.9% | Added |
| Davidson Capital Management Inc. | 49 | $8.84K | 0.00% | +49 | New |
| Islay Capital Management, LLC | 50 | $9.02K | 0.01% | 00.0% | Unchanged |
| Copeland Capital Management, LLC | 54 | $9.74K | 0.00% | +54 | New |
| Cullen/Frost Bankers, Inc. | 60 | $10.8K | 0.00% | +60 | New |
| Neo Ivy Capital Management | 63 | $11.0K | 0.00% | +63 | New |
| Park Place Capital Corp | 66 | $11.9K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 76 | $13.7K | 0.00% | +19+33.3% | Added |
| Covestor Ltd | 75 | $14.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 96 | $17.3K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 96 | $17.3K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 107 | $19.3K | 0.00% | +1+0.9% | Added |
| South State Corp. | 120 | $21.7K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 122 | $22.0K | 0.00% | −108−47.0% | Reduced |
| Colonial Trust Co | 125 | $22.6K | 0.00% | +125 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 144 | $26.0K | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 148 | $26.7K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 148 | $26.7K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 150 | $27.1K | 0.00% | 00.0% | Unchanged |
| Caldwell Trust Co | 150 | $27.1K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 160 | $28.0K | 0.01% | +17+11.9% | Added |
| Allworth Financial LP | 156 | $28.1K | 0.00% | −202−56.4% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 164 | $29.8K | 0.00% | +164 | New |
| Bartlett & Co. Wealth Management LLC | 180 | $32.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 180 | $32.5K | 0.01% | +30+20.0% | Added |
| PSI Advisors, LLC | 181 | $32.7K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 184 | $33.2K | 0.00% | +41+28.7% | Added |
| Principal Securities, Inc. | 187 | $33.7K | 0.00% | +25+15.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 185 | $33.8K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 192 | $34.6K | 0.01% | +24+14.3% | Added |
| Coppell Advisory Solutions LLC | 196 | $35.3K | 0.01% | +71+56.8% | Added |
| SBI Securities Co., Ltd. | 197 | $35.5K | 0.00% | +197 | New |
| CVA Family Office, LLC | 208 | $37.5K | 0.01% | +1+0.5% | Added |
| Rise Advisors, LLC | 210 | $37.9K | 0.02% | +1+0.5% | Added |
| Private Trust Co NA | 217 | $39.2K | 0.00% | −60−21.7% | Reduced |
| Salomon & Ludwin, LLC | 218 | $39.3K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 220 | $39.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 225 | $40.6K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 236 | $42.6K | 0.00% | +1+0.4% | Added |
| China Universal Asset Management Co., Ltd. | 244 | $44.0K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 245 | $44.2K | 0.00% | −57−18.9% | Reduced |
| LGT Financial Advisors LLC | 266 | $48.0K | 0.11% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 267 | $48.2K | 0.00% | +65+32.2% | Added |
| Wintrust Investments LLC | 273 | $49.0K | 0.04% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 308 | $55.6K | 0.00% | +45+17.1% | Added |
| CoreCap Advisors, LLC | 314 | $56.7K | 0.00% | −66−17.4% | Reduced |
| VisionPoint Advisory Group, LLC | 353 | $64.0K | 0.02% | +353 | New |
| Independence Bank of Kentucky | 355 | $64.1K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 391 | $70.5K | 0.05% | −75−16.1% | Reduced |
| Asset Planning,Inc | 410 | $74.0K | 0.06% | +410 | New |
| Tortoise Investment Management, LLC | 419 | $75.6K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 433 | $78.1K | 0.00% | +175+67.8% | Added |
| MAI Capital Management | 440 | $79.4K | 0.00% | +440 | New |