| Louisbourg Investments Inc. | 1 | $128 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 1 | $132 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 2 | $256 | 0.00% | +2 | New |
| WestEnd Advisors, LLC | 2 | $257 | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 2 | $257 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 2 | $257 | 0.00% | +2 | New |
| Plante Moran Financial Advisors, LLC | 3 | $391 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $467 | 0.00% | +1+33.3% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $513 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 4 | $513 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 4 | $514 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 4 | $514 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 4 | $514 | 0.00% | +1+33.3% | Added |
| HFM Investment Advisors, LLC | 5 | $641 | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 5 | $642 | 0.00% | +5 | New |
| Highline Wealth Partners LLC | 5 | $650 | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 5 | $659 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 6 | $770 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 7 | $897 | 0.00% | +2+40.0% | Added |
| True Wealth Design, LLC | 7 | $898 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 7 | $898 | 0.00% | +7 | New |
| Ogorek Anthony Joseph | 11 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 15 | $1.00K | 0.00% | +15 | New |
| Schonfeld Strategic Advisors LLC | 8 | $1.02K | 0.00% | −79,489−100.0% | Reduced |
| Principia Wealth Advisory, LLC | 8 | $1.03K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $1.03K | 0.00% | −65−89.0% | Reduced |
| Rothschild Investment LLC | 10 | $1.28K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 11 | $1.41K | 0.00% | +3+37.5% | Added |
| Clearstead Advisors, LLC | 12 | $1.50K | 0.00% | +6+100.0% | Added |
| Wolff Wiese Magana LLC | 14 | $1.80K | 0.00% | −37−72.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 15 | $1.90K | 0.00% | −1−6.3% | Reduced |
| MV Capital Management, Inc. | 15 | $1.93K | 0.00% | 00.0% | Unchanged |
| Signature Resources Capital Management, LLC | 15 | $1.94K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 17 | $2.00K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 17 | $2.18K | 0.00% | +2+13.3% | Added |
| Howard Hughes Medical Institute | 19 | $2.44K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 20 | $2.56K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 20 | $2.56K | 0.00% | +20 | New |
| Anchor Investment Management, LLC | 21 | $2.63K | 0.00% | +1+5.0% | Added |
| GW&K Investment Management, LLC | 25 | $3.00K | 0.00% | −6−19.4% | Reduced |
| Darwin Advisors, LLC | 24 | $3.10K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 31 | $3.98K | 0.00% | +1+3.3% | Added |
| Geneos Wealth Management Inc. | 35 | $4.49K | 0.00% | −385−91.7% | Reduced |
| Essential Partners LLC | 35 | $4.49K | 0.00% | +2+6.1% | Added |
| Ronald Blue Trust, Inc. | 37 | $4.70K | 0.00% | +1+2.8% | Added |
| Salomon & Ludwin, LLC | 39 | $4.82K | 0.00% | +39 | New |
| Whittier Trust Co | 45 | $5.57K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 45 | $5.77K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 45 | $5.77K | 0.00% | +42+1,400.0% | Added |
| Clark Wealth Partners | 50 | $6.02K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 48 | $6.16K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 50 | $6.41K | 0.00% | −73−59.3% | Reduced |
| MCF Advisors LLC | 50 | $6.41K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 54 | $6.93K | 0.00% | +17+45.9% | Added |
| Harbor Investment Advisory, LLC | 55 | $7.05K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 55 | $7.05K | 0.00% | +55 | New |
| Sound Income Strategies, LLC | 60 | $7.41K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 61 | $7.83K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 64 | $8.21K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 69 | $8.85K | 0.00% | +4+6.2% | Added |
| Assetmark, Inc | 70 | $8.98K | 0.00% | +11+18.6% | Added |
| ZRC Wealth Management, LLC | 72 | $9.24K | 0.00% | +4+5.9% | Added |
| Wealthspire Advisors, LLC | 74 | $9.49K | 0.00% | +74 | New |
| Spire Wealth Management | 82 | $10.5K | 0.00% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 84 | $10.8K | 0.00% | −136−61.8% | Reduced |
| Syntax Research, Inc. | 89 | $11.4K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 100 | $12.0K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 94 | $12.1K | 0.01% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 100 | $12.8K | 0.00% | −200−66.7% | Reduced |
| Palouse Capital Management, Inc. | 100 | $12.8K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 100 | $12.8K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 103 | $13.2K | 0.00% | −6−5.5% | Reduced |
| Silvant Capital Management LLC | 117 | $15.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 122 | $16.0K | 0.01% | −98−44.5% | Reduced |
| Hemington Wealth Management | 128 | $16.0K | 0.00% | +19+17.4% | Added |
| Versant Capital Management, Inc | 131 | $16.8K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 145 | $18.6K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 145 | $18.6K | 0.01% | +86+145.8% | Added |
| Cromwell Holdings LLC | 151 | $19.4K | 0.01% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 162 | $21.0K | 0.00% | +54+50.0% | Added |
| JFS Wealth Advisors, LLC | 166 | $21.3K | 0.00% | +102+159.4% | Added |
| Bartlett & Co. Wealth Management LLC | 171 | $21.9K | 0.00% | +21+14.0% | Added |
| Grove Bank & Trust | 185 | $23.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 200 | $25.7K | 0.00% | −14,450−98.6% | Reduced |
| Investors Research Corp | 200 | $25.7K | 0.00% | −585−74.5% | Reduced |
| Root Financial Partners, LLC | 205 | $26.3K | 0.00% | +205 | New |
| Sumitomo Mitsui Financial Group, Inc. | 200 | $26.5K | 0.00% | +39+24.2% | Added |
| Whittier Trust Co of Nevada Inc | 223 | $27.6K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 209 | $27.7K | 0.00% | −1,396−87.0% | Reduced |
| Sentry Investment Management LLC | 241 | $29.0K | 0.02% | −79−24.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 245 | $31.4K | 0.00% | +245 | New |
| AdvisorNet Financial, Inc | 248 | $31.8K | 0.00% | +27+12.2% | Added |
| Trust Co of Toledo NA | 250 | $32.1K | 0.00% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 250 | $32.1K | 0.01% | +200+400.0% | Added |
| EverSource Wealth Advisors, LLC | 251 | $32.3K | 0.00% | −15−5.6% | Reduced |
| Onefund, LLC | 260 | $33.4K | 0.02% | +9+3.6% | Added |
| Quadrant Capital Group LLC | 289 | $37.1K | 0.00% | +289 | New |
| Hoertkorn Richard Charles | 300 | $38.5K | 0.01% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 306 | $39.3K | 0.00% | −110−26.4% | Reduced |
| Manchester Capital Management LLC | 320 | $41.0K | 0.01% | 00.0% | Unchanged |