| Lazard Asset Management LLC | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $106 | 0.00% | −3−75.0% | Reduced |
| WealthTrak Capital Management LLC | 1 | $108 | 0.00% | −1−50.0% | Reduced |
| High Note Wealth, LLC | 1 | $108 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 1 | $108 | 0.00% | +1 | New |
| NewSquare Capital LLC | 2 | $215 | 0.00% | +1+100.0% | Added |
| Financial Management Professionals, Inc. | 2 | $215 | 0.00% | +2 | New |
| Private Wealth Asset Management, LLC | 2 | $215 | 0.00% | +2 | New |
| Manchester Capital Management LLC | 2 | $216 | 0.00% | −1−33.3% | Reduced |
| MV Capital Management, Inc. | 2 | $216 | 0.00% | +1+100.0% | Added |
| Bay Harbor Wealth Management, LLC | 3 | $322 | 0.00% | +3 | New |
| Parkworth Wealth Management, Inc. | 3 | $323 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 3 | $323 | 0.00% | +3 | New |
| Kayne Anderson Rudnick Investment Management LLC | 5 | $538 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5 | $538 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5 | $538 | 0.00% | +5 | New |
| Cornerstone Planning Group LLC | 6 | $600 | 0.00% | +6 | New |
| AdvisorNet Financial, Inc | 6 | $645 | 0.00% | +3+100.0% | Added |
| Clearstead Advisors, LLC | 7 | $754 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 7 | $754 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 8 | $861 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $861 | 0.00% | +2+33.3% | Added |
| Hughes Financial Services, LLC | 9 | $983 | 0.00% | +9 | New |
| Capital Advisors, Ltd. LLC | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 10 | $1.09K | 0.00% | +10 | New |
| Whipplewood Advisors, LLC | 14 | $1.18K | 0.00% | +3+27.3% | Added |
| TD Private Client Wealth LLC | 12 | $1.29K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 12 | $1.29K | 0.00% | +10+500.0% | Added |
| Bare Financial Services, Inc | 12 | $1.29K | 0.00% | +12 | New |
| SRS Capital Advisors, Inc. | 13 | $1.40K | 0.00% | −88−87.1% | Reduced |
| Harbour Investments, Inc. | 16 | $1.72K | 0.00% | −2−11.1% | Reduced |
| Bruce G. Allen Investments, LLC | 16 | $1.72K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $1.72K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 17 | $1.83K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 17 | $1.83K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 17 | $1.83K | 0.00% | +1+6.3% | Added |
| Global Financial Private Client, LLC | 18 | $1.94K | 0.00% | +13+260.0% | Added |
| Nova Wealth Management, Inc. | 18 | $1.94K | 0.00% | +18 | New |
| Mather Group, LLC. | 19 | $2.04K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $2.04K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 20 | $2.15K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 20 | $2.15K | 0.00% | +20 | New |
| Rothschild Investment LLC | 21 | $2.26K | 0.00% | 00.0% | Unchanged |
| Binnacle Investments Inc | 22 | $2.37K | 0.00% | +22 | New |
| CVA Family Office, LLC | 24 | $2.58K | 0.00% | +9+60.0% | Added |
| Assetmark, Inc | 24 | $2.58K | 0.00% | +13+118.2% | Added |
| CGC Financial Services, LLC | 25 | $2.69K | 0.00% | 00.0% | Unchanged |
| Transce3nd, LLC | 26 | $2.80K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 28 | $3.00K | 0.00% | +28 | New |
| Private Wealth Management Group, LLC | 28 | $3.01K | 0.00% | −12−30.0% | Reduced |
| Retirement Wealth Solutions LLC | 29 | $3.12K | 0.00% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 30 | $3.23K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 35 | $3.77K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 35 | $3.77K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 43 | $4.63K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 46 | $4.95K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 48 | $5.16K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 50 | $5.38K | 0.01% | +50 | New |
| Meeder Asset Management Inc | 55 | $5.92K | 0.00% | −20−26.7% | Reduced |
| Pineridge Advisors LLC | 60 | $6.46K | 0.00% | +10+20.0% | Added |
| Greykasell Wealth Strategies, Inc. | 60 | $6.46K | 0.00% | +60 | New |
| Key Financial Inc | 68 | $7.32K | 0.00% | 00.0% | Unchanged |
| Pflug Koory, LLC | 70 | $7.53K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 72 | $7.75K | 0.00% | +72 | New |
| Smithfield Trust Co | 75 | $8.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 79 | $8.50K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 85 | $9.14K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 85 | $9.14K | 0.00% | +9+11.8% | Added |
| Farmers & Merchants Investments Inc | 87 | $9.36K | 0.00% | +40+85.1% | Added |
| Legacy Bridge, LLC | 90 | $9.68K | 0.01% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 83 | $10.2K | 0.00% | +2+2.5% | Added |
| Signature Resources Capital Management, LLC | 96 | $10.3K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 98 | $10.5K | 0.01% | −5−4.9% | Reduced |
| Harbor Investment Advisory, LLC | 98 | $10.5K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 99 | $10.7K | 0.00% | −1,132−92.0% | Reduced |
| Toth Financial Advisory Corp | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| LMR Partners LLP | 100 | $10.8K | 0.00% | +100 | New |
| Hemington Wealth Management | 106 | $11.0K | 0.00% | +14+15.2% | Added |
| Bogart Wealth, LLC | 104 | $11.2K | 0.00% | +4+4.0% | Added |
| TD Waterhouse Canada Inc. | 110 | $12.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 115 | $12.4K | 0.00% | −21−15.4% | Reduced |
| Fuller & Thaler Asset Management, Inc. | 115 | $12.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 123 | $13.0K | 0.01% | +2+1.7% | Added |
| Federation des caisses Desjardins du Quebec | 121 | $13.0K | 0.00% | +121 | New |
| Lindbrook Capital, LLC | 141 | $15.2K | 0.00% | +1+0.7% | Added |
| Compass Wealth Management LLC | 150 | $16.1K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 151 | $16.2K | 0.00% | −67−30.7% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 158 | $17.0K | 0.00% | −159−50.2% | Reduced |
| Contravisory Investment Management, Inc. | 165 | $17.8K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 177 | $19.0K | 0.00% | 00.0% | Unchanged |
| Greenline Partners, LLC | 184 | $19.8K | 0.00% | 00.0% | Unchanged |
| Sandy Spring Bank | 192 | $20.7K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 196 | $21.1K | 0.00% | +196 | New |
| Westside Investment Management, Inc. | 200 | $21.5K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 208 | $22.0K | 0.00% | −7−3.3% | Reduced |
| Natixis | 209 | $22.3K | 0.00% | −440,477−100.0% | Reduced |
| Smartleaf Asset Management LLC | 217 | $23.2K | 0.00% | −38−14.9% | Reduced |
| Rise Advisors, LLC | 224 | $24.1K | 0.01% | −79−26.1% | Reduced |