| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | −2−33.3% | Reduced |
| Avion Wealth | 6 | $0 | 0.00% | +6 | New |
| Activest Wealth Management | 1 | $51 | 0.00% | +1 | New |
| Annapolis Financial Services, LLC | 1 | $69 | 0.00% | +1 | New |
| TFC Financial Management | 1 | $83 | 0.00% | 00.0% | Unchanged |
| West Branch Capital LLC | 1 | $83 | 0.00% | +1 | New |
| Skopos Labs, Inc. | 1 | $83 | 0.00% | +1 | New |
| Larson Financial Group LLC | 2 | $165 | 0.00% | +2 | New |
| Harbor Investment Advisory, LLC | 6 | $495 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $495 | 0.00% | +6 | New |
| Coppell Advisory Solutions LLC | 7 | $574 | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 8 | $660 | 0.00% | +8 | New |
| TD Waterhouse Canada Inc. | 8 | $676 | 0.00% | +8 | New |
| Glen Eagle Advisors, LLC | 11 | $907 | 0.00% | +11 | New |
| Salem Investment Counselors Inc | 13 | $1.07K | 0.00% | +13 | New |
| Continuum Advisory, LLC | 17 | $1.48K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 18 | $1.49K | 0.00% | +14+350.0% | Added |
| Rakuten Securities, Inc. | 18 | $1.49K | 0.00% | +17+1,700.0% | Added |
| Legacy Investment Solutions, LLC | 17 | $1.50K | 0.00% | +17 | New |
| Legacy Wealth Managment, LLC | 17 | $1.50K | 0.00% | +17 | New |
| DiNuzzo Private Wealth, Inc. | 20 | $1.65K | 0.00% | +2+11.1% | Added |
| Financial Network Wealth Advisors LLC | 21 | $1.73K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 35 | $2.00K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 25 | $2.06K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 28 | $2.31K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 29 | $2.39K | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 30 | $2.47K | 0.00% | +30 | New |
| AdvisorNet Financial, Inc | 32 | $2.64K | 0.00% | +32 | New |
| Abound Wealth Management | 33 | $2.72K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 35 | $2.89K | 0.00% | +35 | New |
| Colonial Trust Co | 40 | $3.26K | 0.00% | +40 | New |
| Capital Performance Advisors LLP | 40 | $3.30K | 0.00% | +40 | New |
| True Wealth Design, LLC | 46 | $3.79K | 0.00% | +43+1,433.3% | Added |
| MV Capital Management, Inc. | 50 | $4.12K | 0.00% | +49+4,900.0% | Added |
| Atlantic Trust, LLC | 51 | $4.21K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 56 | $4.62K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 64 | $5.28K | 0.00% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 67 | $5.53K | 0.00% | +1+1.5% | Added |
| JFS Wealth Advisors, LLC | 69 | $5.69K | 0.00% | +7+11.3% | Added |
| Brown Brothers Harriman & Co | 70 | $5.77K | 0.00% | +70 | New |
| Quarry LP | 71 | $5.86K | 0.00% | +71 | New |
| Tradewinds Capital Management, LLC | 72 | $5.94K | 0.00% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 74 | $6.10K | 0.00% | +74 | New |
| Private Wealth Management Group, LLC | 76 | $6.27K | 0.00% | +24+46.2% | Added |
| Bogart Wealth, LLC | 77 | $6.35K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 79 | $6.52K | 0.00% | +79 | New |
| Central Trust Co | 96 | $7.92K | 0.00% | +5+5.5% | Added |
| Hemington Wealth Management | 105 | $8.00K | 0.00% | +105 | New |
| Partnership Wealth Management, LLC | 100 | $8.25K | 0.01% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 103 | $8.50K | 0.00% | +103 | New |
| Frazier Financial Advisors, LLC | 106 | $8.74K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 107 | $8.83K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 109 | $8.99K | 0.00% | +32+41.6% | Added |
| 4Thought Financial Group Inc. | 125 | $10.3K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 125 | $10.3K | 0.00% | +74+145.1% | Added |
| Geneos Wealth Management Inc. | 127 | $10.5K | 0.00% | +127 | New |
| HighMark Wealth Management LLC | 129 | $10.6K | 0.01% | −6−4.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 131 | $10.8K | 0.00% | +131 | New |
| Hexagon Capital Partners LLC | 132 | $10.9K | 0.00% | −4−2.9% | Reduced |
| Harbor Capital Advisors, Inc. | 130 | $11.0K | 0.00% | +130 | New |
| Bell Investment Advisors, Inc | 139 | $11.5K | 0.00% | −15−9.7% | Reduced |
| Newbridge Financial Services Group, Inc. | 150 | $12.4K | 0.00% | +150 | New |
| Ashton Thomas Securities, LLC | 157 | $12.9K | 0.00% | +157 | New |
| Versant Capital Management, Inc | 162 | $13.4K | 0.00% | +148+1,057.1% | Added |
| Covestor Ltd | 173 | $14.0K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 187 | $15.4K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 204 | $16.0K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 220 | $18.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 249 | $20.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 253 | $20.9K | 0.02% | +8+3.3% | Added |
| SRS Capital Advisors, Inc. | 262 | $21.6K | 0.00% | +30+12.9% | Added |
| Raleigh Capital Management Inc. | 277 | $22.8K | 0.01% | −26−8.6% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 291 | $24.0K | 0.01% | −243−45.5% | Reduced |
| Asset Dedication, LLC | 293 | $24.2K | 0.00% | +13+4.6% | Added |
| Tortoise Investment Management, LLC | 296 | $24.4K | 0.00% | +35+13.4% | Added |
| Old Second National Bank of Aurora | 300 | $24.7K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 300 | $24.7K | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 300 | $24.7K | 0.02% | +300 | New |
| Ci Investments Inc. | 341 | $28.0K | 0.00% | +97+39.8% | Added |
| Rise Advisors, LLC | 340 | $28.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 345 | $28.5K | 0.00% | −14−3.9% | Reduced |
| Huntington National Bank | 352 | $29.0K | 0.00% | +92+35.4% | Added |
| SJS Investment Consulting Inc. | 369 | $30.4K | 0.01% | +2+0.5% | Added |
| Umb Bank N A | 371 | $30.6K | 0.00% | +293+375.6% | Added |
| Parkside Financial Bank & Trust | 390 | $32.2K | 0.00% | 00.0% | Unchanged |
| City State Bank | 450 | $37.1K | 0.01% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 461 | $38.0K | 0.00% | +461 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 465 | $38.4K | 0.00% | −1−0.2% | Reduced |
| Lindbrook Capital, LLC | 494 | $40.7K | 0.00% | −103−17.3% | Reduced |
| Reston Wealth Management LLC | 498 | $41.1K | 0.01% | +498 | New |
| Private Trust Co NA | 504 | $41.6K | 0.00% | −7−1.4% | Reduced |
| Global Retirement Partners, LLC | 515 | $42.5K | 0.00% | +1+0.2% | Added |
| Allworth Financial LP | 571 | $47.1K | 0.00% | −4−0.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 600 | $49.5K | 0.01% | +200+50.0% | Added |
| First Horizon Advisors, Inc. | 618 | $51.0K | 0.00% | −779−55.8% | Reduced |
| Baldwin Brothers Inc | 639 | $52.7K | 0.00% | +639 | New |
| Jones Financial Companies LLLP | 664 | $54.5K | 0.00% | +114+20.7% | Added |
| Bryn Mawr Trust Co | 672 | $55.4K | 0.00% | +672 | New |
| Massmutual Trust Co FSB | 681 | $56.2K | 0.00% | +17+2.6% | Added |
| CIBC Private Wealth Group, LLC | 712 | $58.7K | 0.00% | −228−24.3% | Reduced |
