| HBC Financial Services, PLLC | 5 | $0 | 0.00% | 00.0% | Unchanged |
| McClarren Financial Advisors, Inc. | 3 | $0 | 0.00% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 3 | $0 | 0.00% | +3 | New |
| Hallmark Capital Management Inc | 0 | $30 | 0.00% | 0 | Unchanged |
| Pier 88 Investment Partners LLC | 1 | $117 | 0.00% | −429−99.8% | Reduced |
| True Wealth Design, LLC | 1 | $117 | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2 | $234 | 0.00% | −17−89.5% | Reduced |
| Disciplined Investments, LLC | 3 | $350 | 0.00% | +2+200.0% | Added |
| Schubert & Co | 3 | $351 | 0.00% | +2+200.0% | Added |
| Umb Bank N A | 4 | $467 | 0.00% | −13−76.5% | Reduced |
| CVA Family Office, LLC | 5 | $584 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 5 | $584 | 0.00% | +5 | New |
| Duncker Streett & Co Inc | 6 | $701 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 6 | $701 | 0.00% | +1+20.0% | Added |
| Prestige Wealth Management Group LLC | 7 | $818 | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 8 | $935 | 0.00% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 8 | $935 | 0.00% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 5 | $1.00K | 0.00% | −2−28.6% | Reduced |
| Farther Finance Advisors, LLC | 9 | $1.05K | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 10 | $1.17K | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 11 | $1.28K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 12 | $1.40K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 12 | $1.40K | 0.09% | −4−25.0% | Reduced |
| Raffa Wealth Management, LLC | 12 | $1.40K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 12 | $1.40K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 13 | $1.52K | 0.00% | +1+8.3% | Added |
| Private Ocean, LLC | 13 | $1.52K | 0.00% | +13 | New |
| Concord Wealth Partners | 16 | $1.87K | 0.00% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 16 | $2.00K | 0.00% | −324−95.3% | Reduced |
| Ogorek Anthony Joseph | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 10 | $2.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 19 | $2.22K | 0.00% | +13+216.7% | Added |
| Parkside Financial Bank & Trust | 21 | $2.45K | 0.00% | −31−59.6% | Reduced |
| NewSquare Capital LLC | 23 | $2.69K | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 24 | $2.80K | 0.00% | 00.0% | Unchanged |
| First Personal Financial Services | 25 | $2.92K | 0.00% | −2−7.4% | Reduced |
| BDO Wealth Advisors, LLC | 25 | $2.92K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 28 | $3.00K | 0.00% | +28 | New |
| Stone House Investment Management, LLC | 26 | $3.04K | 0.00% | +26 | New |
| Nalls Sherbakoff Group, LLC | 30 | $3.37K | 0.00% | +30 | New |
| Crewe Advisors LLC | 29 | $3.39K | 0.00% | −11−27.5% | Reduced |
| Column Capital Advisors, LLC | 31 | $3.62K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 32 | $3.74K | 0.00% | +2+6.7% | Added |
| Massmutual Trust Co FSB | 32 | $3.74K | 0.00% | +32 | New |
| Fifth Third Bancorp | 33 | $3.85K | 0.00% | −17−34.0% | Reduced |
| Sittner & Nelson, LLC | 34 | $3.97K | 0.00% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 37 | $4.00K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 35 | $4.09K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 49 | $4.28K | 0.00% | +38+345.5% | Added |
| Versant Capital Management, Inc | 38 | $4.44K | 0.00% | +36+1,800.0% | Added |
| Sound Income Strategies, LLC | 40 | $4.67K | 0.00% | +40 | New |
| Hartford Financial Management Inc. | 40 | $4.67K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 42 | $4.91K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 42 | $4.91K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 40 | $5.00K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 44 | $5.14K | 0.00% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 44 | $5.14K | 0.00% | +44 | New |
| Barrett & Company, Inc. | 49 | $5.69K | 0.00% | +2+4.3% | Added |
| GHP Investment Advisors, Inc. | 50 | $5.84K | 0.00% | 00.0% | Unchanged |
| Orion Capital Management LLC | 50 | $5.84K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 50 | $5.84K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 50 | $6.00K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 52 | $6.08K | 0.00% | −36−40.9% | Reduced |
| Key Financial Inc | 54 | $6.31K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 55 | $6.42K | 0.00% | +10+22.2% | Added |
| Tradewinds Capital Management, LLC | 55 | $6.43K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 55 | $6.43K | 0.00% | +55 | New |
| SRS Capital Advisors, Inc. | 60 | $7.01K | 0.00% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 60 | $7.01K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 60 | $7.01K | 0.00% | +48+400.0% | Added |
| Liberty One Investment Management, LLC | 64 | $7.48K | 0.00% | +64 | New |
| Loomis Sayles & Co L P | 67 | $8.00K | 0.00% | +50+294.1% | Added |
| Chesapeake Asset Management LLC | 70 | $8.18K | 0.01% | +70 | New |
| Ellevest, Inc. | 71 | $8.29K | 0.00% | +71 | New |
| Beacon Capital Management, LLC | 72 | $8.41K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 72 | $8.41K | 0.00% | +36+100.0% | Added |
| Mascoma Wealth Management LLC | 97 | $8.74K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 80 | $9.35K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 90 | $9.49K | 0.00% | +90 | New |
| Catalyst Capital Advisors LLC | 84 | $9.81K | 0.00% | −27−24.3% | Reduced |
| Hantz Financial Services, Inc. | 98 | $11.0K | 0.00% | +1+1.0% | Added |
| SJS Investment Consulting Inc. | 96 | $11.2K | 0.00% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $11.7K | 0.01% | 00.0% | Unchanged |
| Delta Asset Management LLC | 100 | $11.7K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 100 | $11.7K | 0.01% | 00.0% | Unchanged |
| CKW Financial Group | 105 | $12.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 105 | $12.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 101 | $12.0K | 0.01% | +31+44.3% | Added |
| Creative Financial Designs Inc | 105 | $12.3K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 105 | $12.3K | 0.01% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 105 | $12.3K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 109 | $12.7K | 0.02% | −3−2.7% | Reduced |
| Buck Wealth Strategies, LLC | 120 | $14.0K | 0.01% | +120 | New |
| Glen Eagle Advisors, LLC | 123 | $14.4K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 124 | $14.5K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 125 | $14.6K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 137 | $16.0K | 0.01% | +137 | New |
| Quadrant Capital Group LLC | 138 | $16.1K | 0.00% | −42−23.3% | Reduced |