| Rothschild Investment LLC | 1 | $235 | 0.00% | +1 | New |
| Kohmann Bosshard Financial Services, LLC | 1 | $235 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $235 | 0.00% | +1 | New |
| Parkworth Wealth Management, Inc. | 1 | $235 | 0.00% | +1 | New |
| WealthTrak Capital Management LLC | 1 | $236 | 0.00% | +1 | New |
| Manchester Capital Management LLC | 2 | $471 | 0.00% | 00.0% | Unchanged |
| Logan Capital Management Inc | 2 | $471 | 0.00% | +2 | New |
| Global Financial Private Client, LLC | 2 | $471 | 0.00% | +2 | New |
| Winnow Wealth LLC | 3 | $491 | 0.00% | +3 | New |
| AdvisorNet Financial, Inc | 3 | $706 | 0.00% | −8−72.7% | Reduced |
| CBIZ Investment Advisory Services, LLC | 3 | $706 | 0.00% | +3 | New |
| Cassady Schiller Wealth Management, LLC | 3 | $706 | 0.00% | +3 | New |
| Kestra Investment Management, LLC | 3 | $706 | 0.00% | +3 | New |
| Highline Wealth Partners LLC | 3 | $706 | 0.00% | +3 | New |
| Abound Wealth Management | 4 | $885 | 0.00% | +1+33.3% | Added |
| Principia Wealth Advisory, LLC | 4 | $941 | 0.00% | +4 | New |
| SJS Investment Consulting Inc. | 4 | $942 | 0.00% | −1−20.0% | Reduced |
| JNBA Financial Advisors | 4 | $942 | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 5 | $1.00K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 4 | $1.07K | 0.00% | +4 | New |
| Proequities, Inc. | 5 | $1.33K | 0.00% | +2+66.7% | Added |
| Montag A & Associates Inc | 6 | $1.37K | 0.00% | +1+20.0% | Added |
| Continuum Advisory, LLC | 6 | $1.41K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 6 | $1.41K | 0.00% | +2+50.0% | Added |
| Richardson Financial Services Inc. | 7 | $1.65K | 0.00% | −3−30.0% | Reduced |
| Clear Investment Research, LLC | 7 | $1.65K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 7 | $1.65K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 7 | $1.65K | 0.00% | +7 | New |
| J.Safra Asset Management Corp | 7 | $1.65K | 0.00% | 00.0% | Unchanged |
| Criterion Capital Advisors, LLC | 7 | $1.70K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8 | $1.88K | 0.00% | −97−92.4% | Reduced |
| FSA Wealth Management LLC | 8 | $1.88K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 8 | $1.88K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 12 | $2.00K | 0.00% | −2,401−99.5% | Reduced |
| Bryn Mawr Trust Co | 9 | $2.12K | 0.00% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 10 | $2.35K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 12 | $2.82K | 0.00% | +6+100.0% | Added |
| Raffa Wealth Management, LLC | 13 | $3.06K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 14 | $3.29K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 14 | $3.29K | 0.00% | 00.0% | Unchanged |
| WFA Asset Management Corp | 14 | $3.29K | 0.00% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 15 | $3.53K | 0.00% | +15 | New |
| Sunbelt Securities, Inc. | 15 | $3.54K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 14 | $3.71K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 16 | $3.77K | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 16 | $3.77K | 0.00% | +16 | New |
| Avion Wealth | 18 | $4.00K | 0.00% | −3−14.3% | Reduced |
| Quent Capital, LLC | 17 | $4.00K | 0.00% | +1+6.3% | Added |
| CVA Family Office, LLC | 25 | $5.88K | 0.00% | +19+316.7% | Added |
| JFS Wealth Advisors, LLC | 26 | $6.12K | 0.00% | +2+8.3% | Added |
| Cornerstone Planning Group LLC | 23 | $6.37K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 30 | $7.06K | 0.00% | −22−42.3% | Reduced |
| TD Waterhouse Canada Inc. | 30 | $7.06K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 30 | $7.06K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 31 | $7.29K | 0.00% | −6−16.2% | Reduced |
| Bogart Wealth, LLC | 31 | $7.29K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33 | $7.76K | 0.00% | +28+560.0% | Added |
| Whipplewood Advisors, LLC | 34 | $8.00K | 0.00% | +34 | New |
| Whittier Trust Co | 36 | $8.47K | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 36 | $8.47K | 0.00% | +36 | New |
| Meeder Asset Management Inc | 38 | $8.94K | 0.00% | +1+2.7% | Added |
| Bessemer Group Inc | 39 | $9.00K | 0.00% | +6+18.2% | Added |
| WPG Advisers, LLC | 39 | $9.18K | 0.01% | +39 | New |
| Hemington Wealth Management | 48 | $11.0K | 0.00% | +12+33.3% | Added |
| Geneos Wealth Management Inc. | 47 | $11.1K | 0.00% | 00.0% | Unchanged |
| Peoples Financial Services Corp. | 50 | $11.8K | 0.01% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 50 | $11.8K | 0.01% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 50 | $11.8K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 50 | $11.8K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 50 | $11.8K | 0.00% | +10+25.0% | Added |
| Generali Asset Management SPA SGR | 53 | $12.5K | 0.00% | +53 | New |
| Elequin Capital LP | 54 | $12.7K | 0.00% | +8+17.4% | Added |
| Parkside Financial Bank & Trust | 56 | $13.2K | 0.00% | 00.0% | Unchanged |
| Truvestments Capital LLC | 57 | $13.4K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 65 | $15.3K | 0.00% | +43+195.5% | Added |
| Sierra Ocean, LLC | 66 | $15.5K | 0.01% | +66 | New |
| Sachetta, LLC | 68 | $16.0K | 0.01% | −3−4.2% | Reduced |
| Huntington National Bank | 73 | $17.2K | 0.00% | −21−22.3% | Reduced |
| TFC Financial Management | 74 | $17.4K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 78 | $18.4K | 0.02% | +75+2,500.0% | Added |
| Global Retirement Partners, LLC | 81 | $19.1K | 0.00% | −20−19.8% | Reduced |
| Cape Investment Advisory, Inc. | 90 | $21.2K | 0.01% | 00.0% | Unchanged |
| Sandy Spring Bank | 97 | $22.8K | 0.00% | −9−8.5% | Reduced |
| Hartford Financial Management Inc. | 100 | $23.5K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 107 | $25.2K | 0.00% | +40+59.7% | Added |
| Larson Financial Group LLC | 112 | $26.4K | 0.00% | +73+187.2% | Added |
| Washington Trust Advisors, Inc. | 114 | $26.8K | 0.00% | −38−25.0% | Reduced |
| Park Square Financial Group, LLC | 121 | $28.5K | 0.02% | +121 | New |
| Global Trust Asset Management, LLC | 122 | $28.7K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 124 | $29.2K | 0.00% | +29+30.5% | Added |
| Brown, Lisle/Cummings, Inc. | 125 | $29.4K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 133 | $31.3K | 0.00% | +2+1.5% | Added |
| R Squared Ltd | 140 | $32.9K | 0.03% | +140 | New |
| Leonteq Securities AG | 147 | $34.6K | 0.00% | +52+54.7% | Added |
| Carolinas Wealth Consulting LLC | 149 | $35.1K | 0.01% | −10−6.3% | Reduced |
| Ofi Invest Asset Management | 155 | $35.2K | 0.00% | +155 | New |
| Colonial Trust Co | 150 | $35.3K | 0.01% | +150 | New |
| Coppell Advisory Solutions LLC | 150 | $35.4K | 0.01% | +11+7.9% | Added |
| True Wealth Design, LLC | 152 | $35.8K | 0.01% | −2−1.3% | Reduced |
| Capital Advisors, Ltd. LLC | 162 | $38.0K | 0.00% | 00.0% | Unchanged |