| E Fund Management (Hong Kong) Co., Ltd. | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 0 | $5 | 0.00% | 0 | Unchanged |
| Hoertkorn Richard Charles | 1 | $143 | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 1 | $143 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 1 | $144 | 0.00% | +1 | New |
| WestEnd Advisors, LLC | 2 | $287 | 0.00% | −1−33.3% | Reduced |
| FSA Wealth Management LLC | 2 | $287 | 0.00% | +2 | New |
| Bokf, NA | 3 | $422 | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3 | $440 | 0.00% | −874−99.7% | Reduced |
| Versant Capital Management, Inc | 5 | $717 | 0.00% | −73−93.6% | Reduced |
| Trust Co | 5 | $717 | 0.00% | 00.0% | Unchanged |
| NVWM, LLC | 5 | $717 | 0.00% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 5 | $718 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 6 | $861 | 0.00% | +6 | New |
| Transamerica Financial Advisors, Inc. | 3 | $1.00K | 0.00% | −935−99.7% | Reduced |
| Global Financial Private Client, LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| Rakuten Securities, Inc. | 8 | $1.15K | 0.00% | −1−11.1% | Reduced |
| Truvestments Capital LLC | 8 | $1.16K | 0.00% | +8 | New |
| Horizon Financial Services, LLC | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 9 | $1.29K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 10 | $1.44K | 0.00% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 10 | $1.44K | 0.00% | +10 | New |
| Chelsea Counsel Co | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 11 | $1.58K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 12 | $1.72K | 0.00% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 12 | $1.72K | 0.00% | +12 | New |
| Addison Advisors LLC | 12 | $1.72K | 0.00% | +12 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 12 | $1.74K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 13 | $1.86K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 16 | $2.00K | 0.00% | 00.0% | Unchanged |
| Copley Financial Group, Inc. | 14 | $2.05K | 0.00% | +14 | New |
| Criterion Capital Advisors, LLC | 15 | $2.09K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 15 | $2.15K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 16 | $2.29K | 0.00% | 00.0% | Unchanged |
| Manitou Investment Management Ltd. | 19 | $2.73K | 0.00% | 00.0% | Unchanged |
| Robinswood Financial LLC | 19 | $2.73K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 20 | $2.87K | 0.00% | 00.0% | Unchanged |
| Main Street Group, LTD | 20 | $2.87K | 0.00% | −20−50.0% | Reduced |
| Sound Income Strategies, LLC | 20 | $2.87K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 20 | $2.87K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 20 | $2.87K | 0.00% | +9+81.8% | Added |
| Northwest Investment Counselors, LLC | 20 | $2.91K | 0.00% | +20 | New |
| New England Capital Financial Advisors LLC | 20 | $2.94K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 20 | $3.00K | 0.00% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 21 | $3.01K | 0.00% | −18−46.2% | Reduced |
| Guardian Wealth Management, Inc. | 21 | $3.01K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 19 | $3.09K | 0.00% | 00.0% | Unchanged |
| Hoese & Co LLP | 22 | $3.15K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 22 | $3.16K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 23 | $3.30K | 0.00% | +14+155.6% | Added |
| SJS Investment Consulting Inc. | 24 | $3.44K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 24 | $3.44K | 0.00% | +24 | New |
| Capital Performance Advisors LLP | 24 | $3.44K | 0.00% | +24 | New |
| Operose Advisors LLC | 26 | $3.73K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 26 | $3.76K | 0.00% | +26 | New |
| Wolff Wiese Magana LLC | 27 | $3.87K | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 27 | $3.88K | 0.00% | +1+3.8% | Added |
| Avion Wealth | 34 | $4.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 28 | $4.02K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 28 | $4.02K | 0.00% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 28 | $4.02K | 0.00% | +23+460.0% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $4.16K | 0.00% | +29 | New |
| C M Bidwell & Associates Ltd | 30 | $4.30K | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $4.33K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 31 | $4.45K | 0.00% | −30−49.2% | Reduced |
| Investors Research Corp | 33 | $4.73K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 33 | $4.73K | 0.01% | +20+153.8% | Added |
| Pineridge Advisors LLC | 33 | $4.74K | 0.00% | +33 | New |
| Pin Oak Investment Advisors Inc | 35 | $5.00K | 0.00% | 00.0% | Unchanged |
| First Pacific Financial | 36 | $5.16K | 0.00% | −16−30.8% | Reduced |
| Peterson Financial Group, Inc. | 37 | $5.31K | 0.02% | +37 | New |
| Chilton Capital Management LLC | 38 | $5.45K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 40 | $5.74K | 0.00% | +40 | New |
| Frazier Financial Advisors, LLC | 45 | $6.46K | 0.01% | −6−11.8% | Reduced |
| Sachetta, LLC | 46 | $6.60K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 48 | $6.88K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 48 | $6.99K | 0.00% | +2+4.3% | Added |
| Hobbs Group Advisors, LLC | 49 | $7.03K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 50 | $7.17K | 0.00% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 50 | $7.17K | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 50 | $7.23K | 0.00% | +25+100.0% | Added |
| Clean Yield Group | 53 | $7.60K | 0.00% | +53 | New |
| City State Bank | 54 | $7.75K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 54 | $7.75K | 0.00% | +3+5.9% | Added |
| LRI Investments, LLC | 48 | $7.93K | 0.00% | −8−14.3% | Reduced |
| Raleigh Capital Management Inc. | 56 | $8.03K | 0.00% | +12+27.3% | Added |
| Asset Dedication, LLC | 60 | $8.61K | 0.00% | −81−57.4% | Reduced |
| Abound Wealth Management | 60 | $8.61K | 0.00% | −1−1.6% | Reduced |
| Legacy Bridge, LLC | 60 | $8.61K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 60 | $8.61K | 0.00% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 65 | $9.26K | 0.00% | −38−36.9% | Reduced |
| FinTrust Capital Advisors, LLC | 65 | $9.32K | 0.00% | +29+80.6% | Added |
| Brown, Lisle/Cummings, Inc. | 71 | $10.2K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 73 | $10.5K | 0.01% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 74 | $10.6K | 0.00% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 76 | $11.1K | 0.00% | 00.0% | Unchanged |