| Hazlett, Burt & Watson, Inc. | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 0 | $12 | 0.00% | 0 | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $21 | 0.00% | −2−66.7% | Reduced |
| Principia Wealth Advisory, LLC | 1 | $42 | 0.00% | −1−50.0% | Reduced |
| Stephens Consulting, LLC | 1 | $42 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 2 | $84 | 0.00% | +2 | New |
| DiNuzzo Private Wealth, Inc. | 3 | $126 | 0.00% | −4−57.1% | Reduced |
| Bay Harbor Wealth Management, LLC | 3 | $126 | 0.00% | +1+50.0% | Added |
| Rialto Wealth Management, LLC | 3 | $126 | 0.00% | +3 | New |
| SJS Investment Consulting Inc. | 4 | $167 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 5 | $210 | 0.00% | −19−79.2% | Reduced |
| Abound Wealth Management | 6 | $251 | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 7 | $292 | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 10 | $424 | 0.00% | −21−67.7% | Reduced |
| Motco | 13 | $508 | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 12 | $508 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 13 | $543 | 0.00% | −8−38.1% | Reduced |
| Kilter Group LLC | 13 | $543 | 0.00% | +13 | New |
| WPG Advisers, LLC | 13 | $543 | 0.00% | +13 | New |
| Rossby Financial, LCC | 15 | $626 | 0.00% | −190−92.7% | Reduced |
| Legacy Wealth Managment, LLC | 15 | $627 | 0.00% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 15 | $627 | 0.00% | +15 | New |
| Tompkins Financial Corp | 17 | $710 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 19 | $793 | 0.00% | +9+90.0% | Added |
| Whittier Trust Co of Nevada Inc | 20 | $832 | 0.00% | +20 | New |
| Hara Capital LLC | 20 | $835 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 23 | $986 | 0.00% | −98−81.0% | Reduced |
| MV Capital Management, Inc. | 24 | $1.00K | 0.00% | −34−58.6% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 28 | $1.19K | 0.00% | +8+40.0% | Added |
| Park Square Financial Group, LLC | 30 | $1.25K | 0.00% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 31 | $1.29K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 32 | $1.34K | 0.00% | −160−83.3% | Reduced |
| TD Private Client Wealth LLC | 32 | $1.34K | 0.00% | −48−60.0% | Reduced |
| Ridgewood Investments LLC | 35 | $1.46K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 35 | $1.46K | 0.00% | −48−57.8% | Reduced |
| Raffa Wealth Management, LLC | 44 | $1.84K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 44 | $1.84K | 0.00% | +44 | New |
| Hemington Wealth Management | 52 | $2.00K | 0.00% | −10−16.1% | Reduced |
| Fourth Dimension Wealth, LLC | 50 | $2.09K | 0.00% | −50−50.0% | Reduced |
| McIlrath & Eck, LLC | 50 | $2.09K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 53 | $2.21K | 0.00% | 00.0% | Unchanged |
| Grove Bank & Trust | 54 | $2.25K | 0.00% | +18+50.0% | Added |
| Quaker Wealth Management, LLC | 56 | $2.34K | 0.00% | +56 | New |
| Rothschild Investment LLC | 56 | $2.34K | 0.00% | −80−58.8% | Reduced |
| Quantbot Technologies LP | 58 | $2.42K | 0.00% | −51,048−99.9% | Reduced |
| BNP Paribas | 58 | $2.43K | 0.00% | −1,017−94.6% | Reduced |
| Bruce G. Allen Investments, LLC | 60 | $2.50K | 0.00% | +4+7.1% | Added |
| Atlantic Union Bankshares Corp | 60 | $2.50K | 0.00% | +60 | New |
| Sachetta, LLC | 61 | $2.55K | 0.00% | +6+10.9% | Added |
| Tower Research Capital LLC (TRC) | 63 | $2.63K | 0.00% | −7,966−99.2% | Reduced |
| SWAN Capital LLC | 65 | $2.73K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 70 | $2.92K | 0.00% | −13−15.7% | Reduced |
| Anfield Capital Management, LLC | 70 | $2.92K | 0.00% | 00.0% | Unchanged |
| Fullerton Fund Management Co Ltd. | 71 | $2.96K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 71 | $2.96K | 0.00% | +71 | New |
| Capital Advisors, Ltd. LLC | 60 | $3.00K | 0.00% | −42−41.2% | Reduced |
| Archer Investment Corp | 72 | $3.01K | 0.00% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 75 | $3.13K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 78 | $3.26K | 0.00% | +78 | New |
| Independence Bank of Kentucky | 80 | $3.34K | 0.00% | 00.0% | Unchanged |
| American National Bank | 89 | $3.72K | 0.00% | +89 | New |
| Brown Brothers Harriman & Co | 100 | $4.17K | 0.00% | 00.0% | Unchanged |
| St Germain D J Co Inc | 100 | $4.17K | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 100 | $4.17K | 0.00% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 100 | $4.17K | 0.00% | +100 | New |
| Millstone Evans Group, LLC | 101 | $4.23K | 0.00% | 00.0% | Unchanged |
| Graney & King, LLC | 106 | $4.43K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 108 | $4.51K | 0.00% | +36+50.0% | Added |
| Assetmark, Inc | 118 | $4.93K | 0.00% | +95+413.0% | Added |
| NBC Securities, Inc. | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| JNBA Financial Advisors | 120 | $5.01K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 130 | $5.43K | 0.00% | +52+66.7% | Added |
| Maseco LLP | 131 | $5.47K | 0.00% | +131 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 130 | $5.50K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 135 | $5.64K | 0.00% | −32−19.2% | Reduced |
| Rakuten Securities, Inc. | 137 | $5.72K | 0.00% | −166−54.8% | Reduced |
| Central Trust Co | 140 | $5.84K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 141 | $5.90K | 0.00% | −27−16.1% | Reduced |
| Private Wealth Management Group, LLC | 142 | $5.93K | 0.00% | −50−26.0% | Reduced |
| Private Wealth Asset Management, LLC | 142 | $5.93K | 0.00% | +113+389.7% | Added |
| Bare Financial Services, Inc | 155 | $6.47K | 0.00% | +155 | New |
| Curat Global, LLC | 160 | $6.68K | 0.01% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 161 | $6.72K | 0.00% | −2−1.2% | Reduced |
| Spire Wealth Management | 161 | $6.72K | 0.00% | −146−47.6% | Reduced |
| Putney Financial Group LLC | 170 | $7.10K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 202 | $8.00K | 0.00% | 00.0% | Unchanged |
| Hilltop National Bank | 196 | $8.18K | 0.00% | +196 | New |
| City State Bank | 197 | $8.22K | 0.00% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 201 | $8.39K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 209 | $8.73K | 0.00% | +125+148.8% | Added |
| Tradewinds Capital Management, LLC | 250 | $10.4K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 303 | $12.6K | 0.00% | −28−8.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 300 | $12.7K | 0.00% | +300 | New |
| Ameritas Advisory Services, LLC | 307 | $12.8K | 0.00% | +307 | New |
| Traub Capital Management LLC | 320 | $13.4K | 0.01% | +320 | New |
| TD Waterhouse Canada Inc. | 344 | $14.8K | 0.00% | +135+64.6% | Added |
| Global Retirement Partners, LLC | 392 | $16.4K | 0.00% | +392 | New |
| Bokf, NA | 400 | $16.7K | 0.00% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 400 | $16.7K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 422 | $17.6K | 0.00% | +107+34.0% | Added |