| Hemington Wealth Management | 26 | $0 | 0.00% | +4+18.2% | Added |
| Cloud Capital Management, LLC | 7 | $0 | 0.00% | +7 | New |
| Bay Harbor Wealth Management, LLC | 1 | $34 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $35 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 2 | $69 | 0.00% | −2−50.0% | Reduced |
| HFM Investment Advisors, LLC | 3 | $103 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 3 | $103 | 0.00% | +2+200.0% | Added |
| DiNuzzo Private Wealth, Inc. | 4 | $122 | 0.00% | −1−20.0% | Reduced |
| Strategic Advocates LLC | 6 | $206 | 0.00% | +6 | New |
| Fortitude Family Office, LLC | 8 | $275 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 12 | $412 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 12 | $412 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 14 | $481 | 0.00% | +14 | New |
| JFS Wealth Advisors, LLC | 15 | $515 | 0.00% | +9+150.0% | Added |
| Transamerica Financial Advisors, Inc. | 21 | $721 | 0.00% | +21 | New |
| Wealthspire Advisors, LLC | 22 | $756 | 0.00% | +22 | New |
| CVA Family Office, LLC | 24 | $824 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 26 | $893 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 27 | $932 | 0.00% | −53−66.3% | Reduced |
| Global Retirement Partners, LLC | 29 | $996 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 37 | $1.00K | 0.00% | −267,168−100.0% | Reduced |
| Allworth Financial LP | 36 | $1.24K | 0.00% | −428−92.2% | Reduced |
| Montag A & Associates Inc | 39 | $1.35K | 0.00% | +3+8.3% | Added |
| Farmers & Merchants Investments Inc | 40 | $1.37K | 0.00% | +40 | New |
| Signaturefd, LLC | 41 | $1.41K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 43 | $1.48K | 0.00% | +43 | New |
| Massmutual Trust Co FSB | 63 | $2.16K | 0.00% | +50+384.6% | Added |
| Blue Bell Private Wealth Management, LLC | 85 | $2.92K | 0.00% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 86 | $2.95K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 93 | $3.19K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 97 | $3.33K | 0.00% | +97 | New |
| Scarborough Advisors, LLC | 100 | $3.43K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 100 | $3.43K | 0.00% | +100 | New |
| Versant Capital Management, Inc | 102 | $3.50K | 0.00% | −12−10.5% | Reduced |
| IFP Advisors, Inc | 105 | $3.60K | 0.00% | +94+854.5% | Added |
| J.Safra Asset Management Corp | 111 | $3.81K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 117 | $4.02K | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 118 | $4.05K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 120 | $4.12K | 0.00% | −20−14.3% | Reduced |
| JPL Wealth Management, LLC | 120 | $4.12K | 0.00% | +120 | New |
| Mather Group, LLC. | 175 | $6.01K | 0.00% | +175 | New |
| Sterling Capital Management LLC | 190 | $6.52K | 0.00% | +1+0.5% | Added |
| Farther Finance Advisors, LLC | 192 | $6.59K | 0.00% | +91+90.1% | Added |
| AllSquare Wealth Management LLC | 200 | $6.87K | 0.00% | 00.0% | Unchanged |
| Boreal Capital Management LLC | 200 | $6.87K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 191 | $7.00K | 0.00% | +191 | New |
| SRS Capital Advisors, Inc. | 242 | $8.31K | 0.00% | +219+952.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 249 | $8.55K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 266 | $9.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 298 | $10.2K | 0.00% | +298 | New |
| Rise Advisors, LLC | 305 | $10.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 314 | $10.8K | 0.00% | −32−9.2% | Reduced |
| Group One Trading, L.P. | 316 | $10.8K | 0.00% | +316 | New |
| Parkside Financial Bank & Trust | 346 | $11.9K | 0.00% | +326+1,630.0% | Added |
| Umb Bank N A | 361 | $12.4K | 0.00% | +361 | New |
| Smartleaf Asset Management LLC | 425 | $14.3K | 0.00% | +276+185.2% | Added |
| Fifth Third Bancorp | 458 | $15.7K | 0.00% | +430+1,535.7% | Added |
| T. Rowe Price Investment Management, Inc. | 450 | $16.0K | 0.00% | +90+25.0% | Added |
| Advisory Services Network, LLC | 496 | $17.0K | 0.00% | +496 | New |
| Rockefeller Capital Management L.P. | 578 | $19.8K | 0.00% | +578 | New |
| Cullen/Frost Bankers, Inc. | 584 | $20.0K | 0.00% | +10+1.7% | Added |
| GAMMA Investing LLC | 590 | $20.3K | 0.00% | +278+89.1% | Added |
| Steward Partners Investment Advisory, LLC | 646 | $22.2K | 0.00% | +646 | New |
| Salomon & Ludwin, LLC | 636 | $22.9K | 0.00% | +636 | New |
| Measured Wealth Private Client Group, LLC | 699 | $24.0K | 0.01% | +699 | New |
| Huntington National Bank | 714 | $24.5K | 0.00% | +5+0.7% | Added |
| HighMark Wealth Management LLC | 750 | $25.7K | 0.01% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 867 | $29.0K | 0.00% | +153+21.4% | Added |
| CIBC Private Wealth Group, LLC | 886 | $30.4K | 0.00% | −15−1.7% | Reduced |
| First Horizon Corp | 910 | $31.2K | 0.00% | +910 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 936 | $32.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 1,000 | $34.3K | 0.00% | −3−0.3% | Reduced |
| Nisa Investment Advisors, LLC | 1,167 | $40.1K | 0.00% | +137+13.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 1,200 | $41.2K | 0.02% | 00.0% | Unchanged |
| US Bancorp | 1,372 | $47.1K | 0.00% | −167−10.9% | Reduced |
| Leonteq Securities AG | 1,490 | $51.2K | 0.00% | +1,213+437.9% | Added |
| CWM, LLC | 1,622 | $56.0K | 0.00% | −581−26.4% | Reduced |
| Neo Ivy Capital Management | 1,644 | $56.4K | 0.01% | +1,644 | New |
| TD Waterhouse Canada Inc. | 1,600 | $57.9K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,693 | $58.1K | 0.00% | −291−14.7% | Reduced |
| Federated Hermes, Inc. | 2,128 | $73.1K | 0.00% | −52,039−96.1% | Reduced |
| Signature Resources Capital Management, LLC | 2,204 | $75.7K | 0.04% | 00.0% | Unchanged |
| Principal Securities, Inc. | 2,498 | $85.8K | 0.00% | +176+7.6% | Added |
| Assetmark, Inc | 2,518 | $86.4K | 0.00% | +8+0.3% | Added |
| OP Asset Management Ltd | 2,644 | $90.8K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,802 | $96.0K | 0.00% | 00.0% | Unchanged |
| Shell Asset Management Co | 2,930 | $101.0K | 0.01% | −4,364−59.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 3,041 | $104.4K | 0.00% | +16+0.5% | Added |
| Pacer Advisors, Inc. | 3,124 | $107.2K | 0.00% | +3,124 | New |
| Advisor Group Holdings, Inc. | 3,896 | $121.1K | 0.00% | +2,695+224.4% | Added |
| Atlantic Union Bankshares Corp | 5,000 | $171.7K | 0.00% | +5,000 | New |
| Globeflex Capital L P | 5,764 | $197.9K | 0.03% | +5,764 | New |
| Captrust Financial Advisors | 5,859 | $201.1K | 0.00% | +5,859 | New |
| Vinva Investment Management Ltd | 4,015 | $205.2K | 0.00% | −6,900−63.2% | Reduced |
| CAPROCK Group, Inc. | 6,863 | $208.2K | 0.01% | +6,863 | New |
| Xponance, Inc. | 6,130 | $210.4K | 0.00% | +6,130 | New |
| Cornerstone Investment Partners, LLC | 6,196 | $212.7K | 0.01% | +6,196 | New |
| Vident Advisory, LLC | 6,357 | $218.2K | 0.00% | +6,357 | New |
| Net Worth Advisory Group | 6,409 | $220.0K | 0.06% | +6,409 | New |
| Ameritas Investment Partners, Inc. | 6,549 | $224.8K | 0.01% | −1,235−15.9% | Reduced |