| WestEnd Advisors, LLC | 1 | $177 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 1 | $177 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 1 | $177 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $177 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 1 | $177 | 0.00% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1 | $177 | 0.00% | +1 | New |
| Scarborough Advisors, LLC | 1 | $177 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 1 | $177 | 0.00% | +1 | New |
| Sunbelt Securities, Inc. | 1 | $234 | 0.00% | +1 | New |
| Key Financial Inc | 2 | $354 | 0.00% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 2 | $354 | 0.00% | +2 | New |
| HFM Investment Advisors, LLC | 2 | $354 | 0.00% | +2 | New |
| DecisionPoint Financial, LLC | 2 | $359 | 0.00% | +2 | New |
| Dunhill Financial, LLC | 2 | $405 | 0.00% | −16−88.9% | Reduced |
| Hughes Financial Services, LLC | 3 | $454 | 0.00% | +1+50.0% | Added |
| SWAN Capital LLC | 3 | $530 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 3 | $530 | 0.00% | +2+200.0% | Added |
| Clark Wealth Partners | 3 | $530 | 0.00% | +3 | New |
| South State Corp. | 3 | $531 | 0.00% | −13−81.3% | Reduced |
| SJS Investment Consulting Inc. | 3 | $531 | 0.00% | −1−25.0% | Reduced |
| Whipplewood Advisors, LLC | 3 | $531 | 0.00% | −15−83.3% | Reduced |
| Cornerstone Planning Group LLC | 4 | $597 | 0.00% | +2+100.0% | Added |
| Harbour Investments, Inc. | 4 | $707 | 0.00% | −49−92.5% | Reduced |
| Spire Wealth Management | 4 | $707 | 0.00% | +4 | New |
| TFC Financial Management | 4 | $708 | 0.00% | −1−20.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 4 | $708 | 0.00% | +4 | New |
| Rialto Wealth Management, LLC | 4 | $708 | 0.00% | +4 | New |
| CVA Family Office, LLC | 5 | $884 | 0.00% | −55−91.7% | Reduced |
| NVWM, LLC | 5 | $884 | 0.00% | +1+25.0% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $885 | 0.00% | −1−16.7% | Reduced |
| Prestige Wealth Management Group LLC | 5 | $885 | 0.00% | +5 | New |
| Capital Advisors, Ltd. LLC | 8 | $1.00K | 0.00% | +4+100.0% | Added |
| Avion Wealth | 6 | $1.00K | 0.00% | +4+200.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6 | $1.06K | 0.00% | +1+20.0% | Added |
| Bruce G. Allen Investments, LLC | 6 | $1.06K | 0.00% | −2−25.0% | Reduced |
| AdvisorNet Financial, Inc | 6 | $1.06K | 0.00% | +5+500.0% | Added |
| Total Investment Management Inc | 6 | $1.06K | 0.00% | +6 | New |
| Atlantic Trust, LLC | 6 | $1.06K | 0.00% | +6 | New |
| TD Waterhouse Canada Inc. | 7 | $1.25K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 8 | $1.42K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 8 | $1.42K | 0.00% | +8 | New |
| Park Place Capital Corp | 8 | $1.43K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 10 | $1.53K | 0.00% | +10 | New |
| Smartleaf Asset Management LLC | 9 | $1.57K | 0.00% | −74−89.2% | Reduced |
| Core Alternative Capital | 9 | $1.59K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 9 | $1.59K | 0.00% | +9 | New |
| Strengthening Families & Communities, LLC | 9 | $1.59K | 0.00% | +9 | New |
| MV Capital Management, Inc. | 9 | $1.59K | 0.00% | −1−10.0% | Reduced |
| ORG Partners LLC | 9 | $1.61K | 0.00% | +9 | New |
| Cromwell Holdings LLC | 10 | $1.77K | 0.00% | −185−94.9% | Reduced |
| Larson Financial Group LLC | 10 | $1.77K | 0.00% | +10 | New |
| True Wealth Design, LLC | 10 | $1.77K | 0.00% | −12−54.5% | Reduced |
| Blume Capital Management, Inc. | 10 | $1.77K | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 12 | $2.12K | 0.00% | +3+33.3% | Added |
| Howard Hughes Medical Institute | 12 | $2.12K | 0.00% | +12 | New |
| Manchester Capital Management LLC | 12 | $2.12K | 0.00% | +12 | New |
| Whittier Trust Co of Nevada Inc | 13 | $2.30K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 13 | $2.30K | 0.00% | −80−86.0% | Reduced |
| Cape Investment Advisory, Inc. | 14 | $2.48K | 0.00% | −11−44.0% | Reduced |
| Private Trust Co NA | 14 | $2.48K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 15 | $2.65K | 0.00% | +5+50.0% | Added |
| Kilter Group LLC | 15 | $2.65K | 0.00% | +15 | New |
| Aviso Financial Inc. | 17 | $3.00K | 0.00% | −6,241−99.7% | Reduced |
| Johnson Financial Group, Inc. | 19 | $3.36K | 0.00% | +19 | New |
| SRS Capital Advisors, Inc. | 20 | $3.54K | 0.00% | −25−55.6% | Reduced |
| Ameriflex Group, Inc. | 21 | $3.65K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 24 | $4.24K | 0.00% | +24 | New |
| Fortitude Family Office, LLC | 24 | $4.24K | 0.00% | +24 | New |
| Versant Capital Management, Inc | 26 | $4.60K | 0.00% | −45−63.4% | Reduced |
| Byrne Asset Management LLC | 27 | $4.77K | 0.00% | +27 | New |
| Cullen/Frost Bankers, Inc. | 28 | $4.95K | 0.00% | +5+21.7% | Added |
| West Branch Capital LLC | 30 | $5.30K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 32 | $5.66K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 34 | $6.01K | 0.00% | +1+3.0% | Added |
| JFS Wealth Advisors, LLC | 35 | $6.19K | 0.00% | −14−28.6% | Reduced |
| Creative Financial Designs Inc | 35 | $6.19K | 0.00% | −4−10.3% | Reduced |
| Farmers & Merchants Investments Inc | 37 | $6.54K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 38 | $6.72K | 0.00% | +38 | New |
| Smithfield Trust Co | 41 | $7.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 41 | $7.25K | 0.00% | −15−26.8% | Reduced |
| Advisors Asset Management, Inc. | 46 | $8.13K | 0.00% | −4−8.0% | Reduced |
| Ameritas Advisory Services, LLC | 47 | $8.31K | 0.00% | +47 | New |
| Rossby Financial, LCC | 48 | $8.49K | 0.00% | +48 | New |
| Rise Advisors, LLC | 50 | $8.84K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 50 | $8.84K | 0.00% | +50 | New |
| Financial Freedom, LLC | 55 | $9.72K | 0.01% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 57 | $10.0K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 57 | $10.0K | 0.00% | +5+9.6% | Added |
| Headlands Technologies LLC | 64 | $11.3K | 0.00% | +64 | New |
| Hantz Financial Services, Inc. | 72 | $13.0K | 0.00% | +71+7,100.0% | Added |
| Brown Brothers Harriman & Co | 75 | $13.3K | 0.00% | +17+29.3% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 80 | $14.1K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 82 | $14.5K | 0.01% | +21+34.4% | Added |
| Geneos Wealth Management Inc. | 86 | $15.2K | 0.00% | +35+68.6% | Added |
| CoreCap Advisors, LLC | 90 | $15.9K | 0.00% | −3−3.2% | Reduced |
| Signaturefd, LLC | 96 | $17.0K | 0.00% | −192−66.7% | Reduced |
| Global Retirement Partners, LLC | 104 | $18.4K | 0.00% | +104 | New |
| Farther Finance Advisors, LLC | 106 | $18.7K | 0.00% | +2+1.9% | Added |
| Tortoise Investment Management, LLC | 108 | $19.1K | 0.00% | +2+1.9% | Added |
| Rothschild Investment LLC | 113 | $20.0K | 0.00% | +50+79.4% | Added |
