| McClarren Financial Advisors, Inc. | 1 | $0 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 0 | $3 | 0.00% | 0 | Unchanged |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | New |
| Delos Wealth Advisors, LLC | 1 | $363 | 0.00% | 00.0% | Unchanged |
| WestEnd Advisors, LLC | 1 | $363 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1 | $363 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1 | $363 | 0.00% | +1 | New |
| Global Financial Private Client, LLC | 2 | $726 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 4 | $1.00K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 3 | $1.09K | 0.00% | 00.0% | Unchanged |
| Tompkins Financial Corp | 3 | $1.09K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 3 | $1.09K | 0.00% | +3 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4 | $1.45K | 0.00% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 4 | $1.45K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 4 | $1.45K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 4 | $1.45K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 5 | $1.81K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 5 | $1.81K | 0.00% | +5 | New |
| Plato Investment Management Ltd | 5 | $1.81K | 0.00% | +5 | New |
| Provenance Wealth Advisors, LLC | 5 | $1.81K | 0.00% | +5 | New |
| Whittier Trust Co of Nevada Inc | 6 | $2.18K | 0.00% | −99−94.3% | Reduced |
| Gradient Investments LLC | 6 | $2.18K | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 6 | $2.18K | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $2.18K | 0.00% | +1+20.0% | Added |
| DiNuzzo Private Wealth, Inc. | 6 | $2.18K | 0.00% | +6 | New |
| Dunhill Financial, LLC | 7 | $2.38K | 0.00% | +7 | New |
| ORG Partners LLC | 7 | $2.54K | 0.00% | −52−88.1% | Reduced |
| LGT Financial Advisors LLC | 8 | $2.90K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 8 | $2.90K | 0.00% | +8 | New |
| Pineridge Advisors LLC | 8 | $2.90K | 0.00% | +8 | New |
| First Pacific Financial | 8 | $2.90K | 0.00% | +8 | New |
| WealthCollab, LLC | 8 | $2.90K | 0.00% | +8 | New |
| DT Investment Partners, LLC | 9 | $2.98K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 8 | $3.00K | 0.00% | +8 | New |
| Larson Financial Group LLC | 9 | $3.27K | 0.00% | −7−43.8% | Reduced |
| Carolinas Wealth Consulting LLC | 9 | $3.38K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 10 | $3.63K | 0.00% | +1+11.1% | Added |
| Jones Financial Companies LLLP | 10 | $3.63K | 0.00% | +6+150.0% | Added |
| Independence Bank of Kentucky | 11 | $3.99K | 0.00% | −11−50.0% | Reduced |
| Raffa Wealth Management, LLC | 11 | $3.99K | 0.00% | 00.0% | Unchanged |
| Laffer Tengler Investments | 11 | $3.99K | 0.00% | +11 | New |
| Atlas Capital Advisors LLC | 12 | $4.35K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 12 | $4.36K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 12 | $4.36K | 0.00% | +12 | New |
| VisionPoint Advisory Group, LLC | 13 | $4.72K | 0.00% | +13 | New |
| Valued Wealth Advisors LLC | 16 | $4.76K | 0.00% | +16 | New |
| Paloma Partners Management Co | 14 | $5.08K | 0.00% | +14 | New |
| Princeton Global Asset Management LLC | 15 | $5.44K | 0.00% | +15 | New |
| Credential Qtrade Securities Inc. | 16 | $5.81K | 0.00% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 17 | $6.17K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 17 | $6.17K | 0.00% | +17 | New |
| Bogart Wealth, LLC | 18 | $6.53K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 19 | $6.89K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 19 | $6.89K | 0.01% | +19 | New |
| Tower View Investment Management & Research LLC | 19 | $7.00K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 25 | $7.44K | 0.00% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 21 | $7.62K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 22 | $7.98K | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 23 | $8.35K | 0.00% | −5−17.9% | Reduced |
| Laurel Wealth Advisors LLC | 23 | $8.35K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 23 | $8.35K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 24 | $8.71K | 0.00% | +4+20.0% | Added |
| Abound Wealth Management | 24 | $8.71K | 0.00% | +9+60.0% | Added |
| CNB Bank | 25 | $9.07K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 25 | $9.07K | 0.00% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 25 | $9.07K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 25 | $9.07K | 0.00% | +24+2,400.0% | Added |
| Kiely Wealth Advisory Group, Inc. | 27 | $9.08K | 0.01% | +27 | New |
| Geneos Wealth Management Inc. | 26 | $9.44K | 0.00% | −1−3.7% | Reduced |
| Magellan Asset Management Ltd | 26 | $9.44K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 26 | $9.44K | 0.00% | +26 | New |
| Tradition Wealth Management, LLC | 28 | $10.0K | 0.00% | −1−3.4% | Reduced |
| Creative Financial Designs Inc | 28 | $10.2K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 29 | $10.5K | 0.00% | 00.0% | Unchanged |
| Red Tortoise LLC | 29 | $10.5K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 30 | $10.9K | 0.00% | −263−89.8% | Reduced |
| REAP Financial Group, LLC | 30 | $10.9K | 0.00% | +30 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 31 | $11.3K | 0.00% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 32 | $11.6K | 0.00% | 00.0% | Unchanged |
| Solstein Capital, LLC | 33 | $12.0K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 37 | $13.0K | 0.00% | +9+32.1% | Added |
| MV Capital Management, Inc. | 37 | $13.4K | 0.00% | −2−5.1% | Reduced |
| Fortitude Family Office, LLC | 37 | $13.4K | 0.01% | +37 | New |
| Financial Management Professionals, Inc. | 39 | $14.0K | 0.00% | −4−9.3% | Reduced |
| USA Financial Portformulas Corp | 41 | $14.9K | 0.00% | −661−94.2% | Reduced |
| Close Asset Management Ltd | 42 | $15.0K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 44 | $16.0K | 0.01% | +44 | New |
| Versant Capital Management, Inc | 47 | $17.1K | 0.01% | −4−7.8% | Reduced |
| Webster Bank, N. A. | 54 | $19.6K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 55 | $20.0K | 0.00% | −4−6.8% | Reduced |
| Farmers & Merchants Investments Inc | 56 | $20.3K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 56 | $20.3K | 0.00% | +18+47.4% | Added |
| Thompson Investment Management, Inc. | 57 | $20.7K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 61 | $22.1K | 0.00% | 00.0% | Unchanged |
| Emerald Advisers, LLC | 64 | $23.2K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 64 | $23.2K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 64 | $23.2K | 0.01% | +64 | New |
| LM Advisors LLC | 68 | $24.6K | 0.00% | +68 | New |
| Ancora Advisors, LLC | 70 | $25.4K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 72 | $26.1K | 0.00% | +5+7.5% | Added |