| TFC Financial Management | 1 | $319 | 0.00% | +1 | New |
| RFP Financial Group LLC | 3 | $956 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 6 | $1.00K | 0.00% | −2−25.0% | Reduced |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | −1−33.3% | Reduced |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $1.27K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 4 | $1.27K | 0.00% | +4 | New |
| Proequities, Inc. | 5 | $1.59K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 5 | $1.59K | 0.00% | −3−37.5% | Reduced |
| Lynx Investment Advisory | 6 | $1.91K | 0.00% | +6 | New |
| Horizon Investments, LLC | 7 | $2.23K | 0.00% | 00.0% | Unchanged |
| Cypress Capital, LLC | 7 | $2.23K | 0.00% | +7 | New |
| Zions Bancorporation, N.A. | 8 | $2.55K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $2.55K | 0.00% | +1+14.3% | Added |
| Moisand Fitzgerald Tamayo, LLC | 9 | $2.87K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 9 | $2.87K | 0.00% | 00.0% | Unchanged |
| Naples Money Management LLC | 10 | $3.19K | 0.00% | +4+66.7% | Added |
| SJS Investment Consulting Inc. | 11 | $3.50K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $3.50K | 0.00% | +1+10.0% | Added |
| Carolinas Wealth Consulting LLC | 12 | $3.82K | 0.00% | −6−33.3% | Reduced |
| Jones Financial Companies LLLP | 13 | $4.14K | 0.00% | +13 | New |
| Iron Horse Wealth Management, LLC | 15 | $4.78K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 15 | $4.78K | 0.00% | +15 | New |
| Bartlett & Co. Wealth Management LLC | 16 | $5.10K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 17 | $5.39K | 0.00% | +7+70.0% | Added |
| Meeder Asset Management Inc | 18 | $5.73K | 0.00% | +18 | New |
| Bruce G. Allen Investments, LLC | 18 | $5.73K | 0.00% | +18 | New |
| Huntington National Bank | 18 | $5.74K | 0.00% | +6+50.0% | Added |
| Farmers & Merchants Investments Inc | 19 | $6.05K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 18 | $6.20K | 0.00% | +1+5.9% | Added |
| Sunbelt Securities, Inc. | 20 | $6.37K | 0.00% | 00.0% | Unchanged |
| Kozak & Associates, Inc. | 21 | $6.53K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 22 | $7.01K | 0.01% | +22 | New |
| Brown Brothers Harriman & Co | 23 | $7.33K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 24 | $7.64K | 0.00% | +17+242.9% | Added |
| WR Wealth Planners, LLC | 25 | $7.96K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 26 | $8.28K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 28 | $8.92K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 29 | $9.24K | 0.00% | +18+163.6% | Added |
| Tyler-Stone Wealth Management | 30 | $9.56K | 0.00% | +30 | New |
| Harbor Investment Advisory, LLC | 31 | $9.88K | 0.00% | −5−13.9% | Reduced |
| Central Trust Co | 32 | $10.2K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 32 | $10.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 33 | $10.5K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 35 | $11.1K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 36 | $11.5K | 0.00% | +8+28.6% | Added |
| Ashton Thomas Private Wealth, LLC | 37 | $11.8K | 0.00% | +37 | New |
| Steward Partners Investment Advisory, LLC | 39 | $12.4K | 0.00% | −14−26.4% | Reduced |
| Whittier Trust Co | 41 | $13.1K | 0.00% | +41 | New |
| International Assets Investment Management, LLC | 41 | $13.1K | 0.00% | +41 | New |
| Eagle Bay Advisors LLC | 44 | $14.0K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 46 | $14.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 46 | $14.7K | 0.00% | +12+35.3% | Added |
| ZRC Wealth Management, LLC | 48 | $15.3K | 0.01% | 00.0% | Unchanged |
| Icon Advisers Inc | 50 | $15.9K | 0.00% | +50 | New |
| Fairscale Capital, LLC | 50 | $16.4K | 0.01% | +50 | New |
| Atlas Capital Advisors LLC | 53 | $16.9K | 0.00% | +53 | New |
| Bessemer Group Inc | 52 | $17.0K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 54 | $17.2K | 0.00% | +54 | New |
| TD Waterhouse Canada Inc. | 56 | $17.9K | 0.00% | −168−75.0% | Reduced |
| Smithfield Trust Co | 55 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 60 | $19.1K | 0.00% | +22+57.9% | Added |
| First Horizon Advisors, Inc. | 63 | $20.1K | 0.00% | −2−3.1% | Reduced |
| Parkside Financial Bank & Trust | 66 | $21.0K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 72 | $22.9K | 0.02% | +4+5.9% | Added |
| Private Trust Co NA | 74 | $23.6K | 0.00% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 75 | $23.9K | 0.02% | +11+17.2% | Added |
| Addison Advisors LLC | 75 | $23.9K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 77 | $24.5K | 0.00% | +42+120.0% | Added |
| Lindbrook Capital, LLC | 80 | $25.5K | 0.00% | +26+48.1% | Added |
| LGT Financial Advisors LLC | 93 | $29.6K | 0.06% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 94 | $29.9K | 0.00% | +94 | New |
| Tower View Investment Management & Research LLC | 100 | $31.9K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 100 | $31.9K | 0.01% | 00.0% | Unchanged |
| Innealta Capital, LLC | 103 | $32.8K | 0.01% | +103 | New |
| Natixis | 112 | $35.7K | 0.00% | −6,716−98.4% | Reduced |
| FinTrust Capital Advisors, LLC | 121 | $38.5K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 127 | $39.8K | 0.00% | +23+22.1% | Added |
| Baldwin Brothers Inc | 135 | $43.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 138 | $44.0K | 0.02% | 00.0% | Unchanged |
| Allworth Financial LP | 147 | $48.4K | 0.00% | +39+36.1% | Added |
| Massmutual Trust Co FSB | 176 | $56.1K | 0.00% | +20+12.8% | Added |
| National Bank of Canada | 186 | $59.3K | 0.00% | −33−15.1% | Reduced |
| MCF Advisors LLC | 188 | $59.9K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 200 | $63.7K | 0.00% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 200 | $64.0K | 0.03% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 250 | $79.6K | 0.01% | −150−37.5% | Reduced |
| Quest Partners LLC | 279 | $88.9K | 0.01% | −125−30.9% | Reduced |
| Global Retirement Partners, LLC | 289 | $92.1K | 0.00% | +55+23.5% | Added |
| Northwestern Mutual Wealth Management Co | 289 | $92.1K | 0.00% | −27−8.5% | Reduced |
| Clean Yield Group | 300 | $95.6K | 0.04% | 00.0% | Unchanged |
| Leonteq Securities AG | 311 | $99.1K | 0.01% | +24+8.4% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 312 | $99.4K | 0.00% | −13−4.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 343 | $109.0K | 0.00% | +42+14.0% | Added |
| Evermay Wealth Management LLC | 373 | $118.8K | 0.02% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 386 | $123.0K | 0.09% | +386 | New |
| GAMMA Investing LLC | 390 | $124.2K | 0.02% | +179+84.8% | Added |
| Central Pacific Bank - Trust Division | 420 | $133.8K | 0.02% | −155−27.0% | Reduced |
| IFP Advisors, Inc | 437 | $139.2K | 0.01% | +33+8.2% | Added |
