| Ronald Blue Trust, Inc. | 1 | $74 | 0.00% | −745−99.9% | Reduced |
| American Capital Advisory, LLC | 1 | $137 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 1 | $137 | 0.00% | +1 | New |
| Key Financial Inc | 2 | $274 | 0.00% | +2 | New |
| Davis Capital Management | 2 | $274 | 0.00% | +2 | New |
| Root Financial Partners, LLC | 3 | $411 | 0.00% | +3 | New |
| CBIZ Investment Advisory Services, LLC | 5 | $684 | 0.00% | +5 | New |
| DB Fitzpatrick & Co, Inc | 5 | $684 | 0.00% | +5 | New |
| Caitlin John, LLC | 5 | $684 | 0.00% | +5 | New |
| Covestor Ltd | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 8 | $1.00K | 0.00% | +8 | New |
| Assetmark, Inc | 8 | $1.09K | 0.00% | +8 | New |
| Principia Wealth Advisory, LLC | 8 | $1.09K | 0.00% | +8 | New |
| Gordian Capital Singapore Pte Ltd | 10 | $1.37K | 0.00% | −350−97.2% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 10 | $1.37K | 0.00% | +10 | New |
| GAMMA Investing LLC | 11 | $1.50K | 0.00% | +7+175.0% | Added |
| Rialto Wealth Management, LLC | 11 | $1.51K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 11 | $1.51K | 0.00% | +11 | New |
| Transamerica Financial Advisors, Inc. | 12 | $1.64K | 0.00% | +12 | New |
| Russell Investments Group, Ltd. | 13 | $1.78K | 0.00% | +13 | New |
| Bartlett & Co. Wealth Management LLC | 15 | $2.05K | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 16 | $2.19K | 0.00% | +16 | New |
| JPL Wealth Management, LLC | 18 | $2.46K | 0.00% | +18 | New |
| Marquette Asset Management, LLC | 19 | $2.60K | 0.00% | +19 | New |
| Barrett & Company, Inc. | 20 | $2.74K | 0.00% | +20 | New |
| NBT Bank N A | 137 | $2.74K | 0.00% | +137 | New |
| Central Trust Co | 23 | $3.15K | 0.00% | +23 | New |
| CVA Family Office, LLC | 23 | $3.15K | 0.00% | +23 | New |
| SWAN Capital LLC | 24 | $3.28K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 25 | $3.42K | 0.00% | 00.0% | Unchanged |
| First United Bank Trust | 25 | $3.42K | 0.00% | +25 | New |
| Midwest Capital Advisors, LLC | 25 | $3.42K | 0.00% | +25 | New |
| UMA Financial Services, Inc. | 25 | $3.42K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 32 | $4.38K | 0.00% | +32 | New |
| NVWM, LLC | 35 | $4.79K | 0.00% | +20+133.3% | Added |
| Bell Investment Advisors, Inc | 36 | $4.93K | 0.00% | +25+227.3% | Added |
| Activest Wealth Management | 40 | $5.47K | 0.00% | +40 | New |
| Financial Life Planners | 40 | $5.47K | 0.00% | +40 | New |
| Delta Asset Management LLC | 42 | $5.75K | 0.00% | +42 | New |
| Concord Wealth Partners | 43 | $5.91K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 45 | $6.16K | 0.00% | +35+350.0% | Added |
| Pinnacle Bancorp, Inc. | 45 | $6.16K | 0.00% | +45 | New |
| Wolverine Asset Management LLC | 50 | $6.84K | 0.00% | +50 | New |
| Scarborough Advisors, LLC | 50 | $6.84K | 0.00% | −50−50.0% | Reduced |
| Hughes Financial Services, LLC | 67 | $7.08K | 0.00% | −13−16.3% | Reduced |
| Corsicana & Co. | 60 | $8.21K | 0.00% | +60 | New |
| GPS Wealth Strategies Group, LLC | 65 | $8.89K | 0.00% | −500−88.5% | Reduced |
| PFS Partners, LLC | 70 | $9.58K | 0.00% | +50+250.0% | Added |
| Novem Group | 75 | $10.3K | 0.00% | +75 | New |
| NBC Securities, Inc. | 77 | $10.5K | 0.00% | +60+352.9% | Added |
| Larson Financial Group LLC | 80 | $10.9K | 0.00% | −70−46.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 80 | $10.9K | 0.00% | −25−23.8% | Reduced |
| Exchange Traded Concepts, LLC | 83 | $11.4K | 0.00% | +83 | New |
| South State Corp. | 84 | $11.5K | 0.00% | +84 | New |
| Cornerstone Planning Group LLC | 92 | $12.1K | 0.00% | +47+104.4% | Added |
| Pathway Financial Advisers, LLC | 98 | $13.3K | 0.00% | +98 | New |
| Clear Investment Research, LLC | 100 | $13.7K | 0.02% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 100 | $13.7K | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 100 | $13.7K | 0.01% | +100 | New |
| Signature Resources Capital Management, LLC | 100 | $13.7K | 0.01% | +100 | New |
| DiNuzzo Private Wealth, Inc. | 135 | $13.9K | 0.00% | +65+92.9% | Added |
| CSS LLC | 103 | $14.1K | 0.00% | +103 | New |
| Kerr Financial Planning Corp | 200 | $15.2K | 0.02% | +200 | New |
| MJT & Associates Financial Advisory Group, Inc. | 125 | $17.1K | 0.01% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 125 | $17.1K | 0.00% | +92+278.8% | Added |
| Golden State Wealth Management, LLC | 140 | $19.2K | 0.00% | +50+55.6% | Added |
| SJS Investment Consulting Inc. | 150 | $20.5K | 0.00% | −2,204−93.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 150 | $20.5K | 0.01% | −100−40.0% | Reduced |
| Financial Consulate, Inc | 150 | $20.5K | 0.00% | +150 | New |
| Nisa Investment Advisors, LLC | 152 | $20.8K | 0.00% | +152 | New |
| Pension & Wealth Management Advisors, Inc. | 155 | $21.2K | 0.01% | +155 | New |
| Westfuller Advisors, LLC | 157 | $21.5K | 0.01% | +157 | New |
| Bank of New Hampshire | 160 | $21.9K | 0.01% | +160 | New |
| Peterson Wealth Services | 13,653 | $21.9K | 0.01% | +13,653 | New |
| FIL Ltd | 198 | $27.1K | 0.00% | +198 | New |
| Family Legacy Financial Solutions, LLC | 200 | $27.4K | 0.02% | +125+166.7% | Added |
| Old Second National Bank of Aurora | 200 | $27.4K | 0.01% | +200 | New |
| Strategic Wealth Partners, Ltd. | 200 | $27.4K | 0.00% | +200 | New |
| HighMark Wealth Management LLC | 200 | $27.4K | 0.01% | +200 | New |
| Aspect Partners, LLC | 201 | $27.5K | 0.01% | +201 | New |
| Bogart Wealth, LLC | 205 | $28.1K | 0.00% | −645−75.9% | Reduced |
| Princeton Global Asset Management LLC | 205 | $28.1K | 0.00% | +205 | New |
| Rothschild Investment LLC | 216 | $29.6K | 0.00% | +214+10,700.0% | Added |
| Marshall & Sterling Wealth Advisors Inc. | 220 | $30.1K | 0.02% | +220 | New |
| Crewe Advisors LLC | 225 | $30.8K | 0.00% | +225 | New |
| Manchester Capital Management LLC | 230 | $31.5K | 0.00% | +230 | New |
| Wealthspire Advisors, LLC | 242 | $33.1K | 0.00% | +242 | New |
| Pin Oak Investment Advisors Inc | 250 | $34.2K | 0.02% | +250 | New |
| Umb Bank N A | 250 | $34.2K | 0.00% | +250 | New |
| Cullen/Frost Bankers, Inc. | 264 | $36.1K | 0.00% | +264 | New |
| Aster Capital Management (DIFC) Ltd | 283 | $38.7K | 0.02% | −154−35.2% | Reduced |
| Costello Asset Management, INC | 300 | $41.1K | 0.01% | −100−25.0% | Reduced |
| Holos Integrated Wealth LLC | 310 | $42.9K | 0.03% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 320 | $43.8K | 0.01% | +320 | New |
| Avion Wealth | 322 | $44.0K | 0.01% | +300+1,363.6% | Added |
| North Star Investment Management Corp. | 333 | $45.6K | 0.00% | +250+301.2% | Added |
| Hazlett, Burt & Watson, Inc. | 343 | $46.0K | 0.02% | +318+1,272.0% | Added |
| Ritter Daniher Financial Advisory LLC | 357 | $48.9K | 0.01% | +320+864.9% | Added |
| Chilton Capital Management LLC | 362 | $49.5K | 0.00% | +121+50.2% | Added |
| ORG Partners LLC | 364 | $49.8K | 0.01% | +261+253.4% | Added |
