| Covestor Ltd | 2 | $0 | 0.00% | −362−99.5% | Reduced |
| PrairieView Partners, LLC | 14 | $0 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 5 | $0 | 0.00% | +5 | New |
| Principal Securities, Inc. | 1 | $30 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Fairman Group, LLC | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 1 | $30 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $60 | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 2 | $61 | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2 | $61 | 0.00% | 00.0% | Unchanged |
| Pineridge Advisors LLC | 2 | $61 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 3 | $77 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 3 | $91 | 0.00% | +1+50.0% | Added |
| Mendota Financial Group, LLC | 3 | $92 | 0.00% | +3 | New |
| Gen-Wealth Partners Inc | 4 | $114 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 4 | $122 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 4 | $122 | 0.00% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 4 | $122 | 0.00% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 4 | $122 | 0.00% | +4 | New |
| JDM Financial Group LLC | 4 | $122 | 0.00% | +4 | New |
| Ridgewood Investments LLC | 4 | $133 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 6 | $182 | 0.00% | −8−57.1% | Reduced |
| Hollencrest Capital Management | 6 | $182 | 0.00% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 6 | $182 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 8 | $183 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 6 | $183 | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 7 | $213 | 0.00% | 00.0% | Unchanged |
| Gilliland Jeter Wealth Management LLC | 7 | $213 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 7 | $213 | 0.00% | +7 | New |
| Whittier Trust Co of Nevada Inc | 8 | $242 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8 | $243 | 0.00% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 8 | $243 | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 8 | $243 | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 8 | $244 | 0.00% | +1+14.3% | Added |
| Aspire Private Capital, LLC | 9 | $288 | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 10 | $304 | 0.00% | −1,000−99.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 10 | $304 | 0.00% | −18−64.3% | Reduced |
| EverSource Wealth Advisors, LLC | 10 | $304 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 10 | $304 | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 11 | $334 | 0.00% | 00.0% | Unchanged |
| Northwest Financial Advisors | 11 | $334 | 0.00% | +11 | New |
| Game Plan Financial Advisors, LLC | 12 | $365 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 12 | $365 | 0.00% | +12 | New |
| Assetmark, Inc | 13 | $395 | 0.00% | −271−95.4% | Reduced |
| Reuter James Wealth Management, LLC | 13 | $395 | 0.00% | +13 | New |
| Sachetta, LLC | 13 | $399 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 15 | $456 | 0.00% | 00.0% | Unchanged |
| C M Bidwell & Associates Ltd | 15 | $456 | 0.00% | +15 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 15 | $470 | 0.00% | +15 | New |
| Bell Investment Advisors, Inc | 16 | $487 | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 18 | $546 | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 18 | $547 | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 18 | $547 | 0.00% | +8+80.0% | Added |
| Bryn Mawr Trust Co | 18 | $547 | 0.00% | +18 | New |
| Nemes Rush Group LLC | 20 | $572 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 19 | $577 | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 19 | $585 | 0.00% | −13−40.6% | Reduced |
| Pinnacle Bancorp, Inc. | 20 | $608 | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 20 | $608 | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 21 | $650 | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 22 | $668 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 22 | $668 | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 23 | $699 | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 23 | $705 | 0.00% | −355−93.9% | Reduced |
| Cape Investment Advisory, Inc. | 24 | $729 | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 24 | $729 | 0.00% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 25 | $769 | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 28 | $851 | 0.00% | +8+40.0% | Added |
| Hazlett, Burt & Watson, Inc. | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 35 | $1.06K | 0.00% | +24+218.2% | Added |
| Compagnie Lombard Odier SCmA | 39 | $1.19K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 40 | $1.19K | 0.00% | 00.0% | Unchanged |
| Thompson Investment Management, Inc. | 40 | $1.22K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 40 | $1.22K | 0.00% | +40 | New |
| Claris Advisors, LLC | 40 | $1.22K | 0.00% | +40 | New |
| Bartlett & Co. Wealth Management LLC | 41 | $1.25K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 42 | $1.28K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 42 | $1.28K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 44 | $1.33K | 0.00% | +36+450.0% | Added |
| Northwestern Mutual Wealth Management Co | 44 | $1.34K | 0.00% | +14+46.7% | Added |
| Boyd Watterson Asset Management LLC | 49 | $1.49K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $1.50K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 52 | $1.58K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 53 | $1.61K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 54 | $1.64K | 0.00% | 00.0% | Unchanged |
| St. Johns Investment Management Company, LLC | 58 | $1.76K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 60 | $1.82K | 0.00% | +60 | New |
| Rothschild Investment LLC | 62 | $1.88K | 0.00% | +35+129.6% | Added |
| Jones Financial Companies LLLP | 63 | $1.94K | 0.00% | +48+320.0% | Added |
| Clearstead Advisors, LLC | 65 | $1.97K | 0.00% | −4−5.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 65 | $1.98K | 0.00% | +65 | New |
| Householder Group Estate & Retirement Specialist, LLC | 78 | $2.00K | 0.00% | −5−6.0% | Reduced |
| Umb Bank N A | 70 | $2.13K | 0.00% | +52+288.9% | Added |
| Capital Performance Advisors LLP | 70 | $2.13K | 0.00% | +70 | New |
| Flaharty Asset Management, LLC | 71 | $2.16K | 0.00% | +71 | New |
| Central Trust Co | 80 | $2.43K | 0.00% | −6−7.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 83 | $2.52K | 0.00% | −32−27.8% | Reduced |
| Sterling Capital Management LLC | 89 | $2.70K | 0.00% | +89 | New |
| Tortoise Investment Management, LLC | 91 | $2.78K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 97 | $2.95K | 0.00% | 00.0% | Unchanged |