| Rothschild Investment LLC | 1 | $358 | 0.00% | +1 | New |
| Riverview Trust Co | 1 | $358 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $359 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2 | $1.00K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 3 | $1.00K | 0.00% | +3 | New |
| Cape Investment Advisory, Inc. | 4 | $1.43K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 5 | $1.79K | 0.00% | +5 | New |
| Avion Wealth | 7 | $2.00K | 0.00% | +1+16.7% | Added |
| Zions Bancorporation, N.A. | 6 | $2.15K | 0.00% | −2−25.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6 | $2.15K | 0.00% | +6 | New |
| Abich Financial Wealth Management LLC | 7 | $2.51K | 0.01% | +7 | New |
| Prestige Wealth Management Group LLC | 8 | $2.87K | 0.00% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 8 | $2.87K | 0.00% | +8 | New |
| Colonial Trust Co | 8 | $2.88K | 0.00% | +8 | New |
| Versant Capital Management, Inc | 9 | $3.23K | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 9 | $3.23K | 0.00% | +9 | New |
| Moisand Fitzgerald Tamayo, LLC | 9 | $3.23K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 10 | $3.58K | 0.00% | −14−58.3% | Reduced |
| Naples Money Management LLC | 10 | $3.58K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 10 | $3.58K | 0.00% | +3+42.9% | Added |
| SJS Investment Consulting Inc. | 11 | $3.94K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $4.30K | 0.00% | −6−33.3% | Reduced |
| Carolinas Wealth Consulting LLC | 12 | $4.30K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 12 | $4.30K | 0.00% | +1+9.1% | Added |
| Frazier Financial Advisors, LLC | 13 | $4.66K | 0.00% | +9+225.0% | Added |
| Iron Horse Wealth Management, LLC | 15 | $5.38K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 15 | $5.38K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 16 | $5.73K | 0.00% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 16 | $5.73K | 0.00% | +16 | New |
| Meeder Asset Management Inc | 18 | $6.45K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 19 | $6.81K | 0.00% | −44−69.8% | Reduced |
| Farmers & Merchants Investments Inc | 19 | $6.81K | 0.00% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 18 | $6.95K | 0.00% | +13+260.0% | Added |
| Sunbelt Securities, Inc. | 20 | $7.17K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 20 | $7.17K | 0.01% | +2+11.1% | Added |
| Kozak & Associates, Inc. | 21 | $7.77K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 22 | $7.88K | 0.00% | +4+22.2% | Added |
| Brown Brothers Harriman & Co | 23 | $8.24K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 25 | $8.96K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 26 | $9.32K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 28 | $10.0K | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 29 | $10.4K | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 26 | $10.4K | 0.01% | +26 | New |
| Legacy Wealth Managment, LLC | 26 | $10.4K | 0.01% | +26 | New |
| Harbor Investment Advisory, LLC | 30 | $10.8K | 0.00% | −1−3.2% | Reduced |
| Central Trust Co | 32 | $11.5K | 0.00% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 32 | $11.5K | 0.00% | 00.0% | Unchanged |
| Bank of New Hampshire | 35 | $12.5K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 35 | $12.5K | 0.00% | +35 | New |
| Bell Investment Advisors, Inc | 36 | $12.9K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 38 | $13.6K | 0.00% | +5+15.2% | Added |
| Jones Financial Companies LLLP | 38 | $13.6K | 0.00% | +25+192.3% | Added |
| Bryn Mawr Trust Co | 39 | $14.0K | 0.00% | +39 | New |
| Whittier Trust Co | 41 | $14.7K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 44 | $15.8K | 0.01% | 00.0% | Unchanged |
| Sugarloaf Wealth Management, LLC | 46 | $16.5K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 48 | $17.2K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 50 | $17.9K | 0.02% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 50 | $17.9K | 0.01% | +50 | New |
| Contravisory Investment Management, Inc. | 55 | $19.7K | 0.00% | +55 | New |
| Smithfield Trust Co | 55 | $20.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 61 | $21.9K | 0.00% | +1+1.7% | Added |
| Aviso Financial Inc. | 63 | $22.6K | 0.00% | +63 | New |
| Hemington Wealth Management | 64 | $23.0K | 0.01% | +64 | New |
| Richardson Financial Services Inc. | 75 | $23.9K | 0.02% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 67 | $24.0K | 0.00% | +1+1.5% | Added |
| Private Trust Co NA | 68 | $24.4K | 0.00% | −6−8.1% | Reduced |
| ClariVest Asset Management LLC | 77 | $24.5K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 75 | $26.9K | 0.01% | 00.0% | Unchanged |
| WealthCollab, LLC | 75 | $26.9K | 0.02% | +3+4.2% | Added |
| Lindbrook Capital, LLC | 91 | $32.6K | 0.00% | +11+13.8% | Added |
| USA Financial Portformulas Corp | 91 | $32.6K | 0.01% | +91 | New |
| EverSource Wealth Advisors, LLC | 92 | $33.0K | 0.00% | −35−27.6% | Reduced |
| LGT Financial Advisors LLC | 93 | $33.3K | 0.08% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 93 | $33.3K | 0.01% | +93 | New |
| nVerses Capital, LLC | 100 | $35.8K | 0.02% | −800−88.9% | Reduced |
| Tower View Investment Management & Research LLC | 100 | $35.8K | 0.02% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 113 | $40.5K | 0.01% | +19+20.2% | Added |
| Allworth Financial LP | 114 | $40.9K | 0.00% | −33−22.4% | Reduced |
| FinTrust Capital Advisors, LLC | 121 | $43.4K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 125 | $44.8K | 0.00% | +125 | New |
| Rise Advisors, LLC | 138 | $49.5K | 0.02% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 150 | $53.8K | 0.00% | +15+11.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 150 | $53.8K | 0.02% | +50+50.0% | Added |
| Cullen/Frost Bankers, Inc. | 159 | $57.0K | 0.00% | +159 | New |
| National Bank of Canada | 162 | $58.0K | 0.00% | −24−12.9% | Reduced |
| True Wealth Design, LLC | 169 | $60.6K | 0.02% | −3,274−95.1% | Reduced |
| Massmutual Trust Co FSB | 182 | $65.2K | 0.00% | +6+3.4% | Added |
| MCF Advisors LLC | 188 | $67.4K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 195 | $69.8K | 0.00% | +139+248.2% | Added |
| North Star Investment Management Corp. | 200 | $71.7K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 200 | $71.7K | 0.01% | +183+1,076.5% | Added |
| Hazlett, Burt & Watson, Inc. | 200 | $72.0K | 0.03% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 220 | $79.5K | 0.03% | +220 | New |
| Capital Performance Advisors LLP | 229 | $82.1K | 0.02% | +229 | New |
| Anchor Investment Management, LLC | 250 | $89.6K | 0.01% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 251 | $89.9K | 0.05% | +251 | New |
| Covestor Ltd | 289 | $103.0K | 0.06% | −176−37.8% | Reduced |
| Atlas Capital Advisors LLC | 297 | $106.4K | 0.02% | +244+460.4% | Added |