| Covestor Ltd | 73 | $0 | 0.00% | −631−89.6% | Reduced |
| Bessemer Group Inc | 92 | $0 | 0.00% | −229−71.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Core Alternative Capital | 1 | $5 | 0.00% | −1−50.0% | Reduced |
| SOA Wealth Advisors, LLC. | 1 | $5 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1 | $9 | 0.00% | −5−83.3% | Reduced |
| ROSS\JOHNSON & Associates LLC | 2 | $10 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 3 | $15 | 0.00% | −21−87.5% | Reduced |
| Rothschild Investment LLC | 3 | $15 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 5 | $25 | 0.00% | 00.0% | Unchanged |
| MorganRosel Wealth Management, LLC | 6 | $30 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6 | $30 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $40 | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 8 | $40 | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 10 | $49 | 0.00% | −150−93.8% | Reduced |
| Gables Capital Management Inc. | 10 | $49 | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 11 | $54 | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 11 | $54 | 0.00% | −67−85.9% | Reduced |
| Decker Retirement Planning Inc. | 11 | $54 | 0.00% | +11 | New |
| Mowery & Schoenfeld Wealth Management, LLC | 11 | $55 | 0.00% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 12 | $59 | 0.00% | +12 | New |
| South State Corp. | 15 | $74 | 0.00% | −95−86.4% | Reduced |
| Raffa Wealth Management, LLC | 15 | $74 | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 17 | $84 | 0.00% | −18−51.4% | Reduced |
| Archer Investment Corp | 17 | $84 | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 18 | $89 | 0.00% | 00.0% | Unchanged |
| Hoey Investments, Inc | 21 | $104 | 0.00% | 00.0% | Unchanged |
| Curio Wealth, LLC | 22 | $109 | 0.00% | +21+2,100.0% | Added |
| Fairscale Capital, LLC | 20 | $115 | 0.00% | −101−83.5% | Reduced |
| Private Trust Co NA | 24 | $119 | 0.00% | −35−59.3% | Reduced |
| Colonial Trust Co | 25 | $124 | 0.00% | −101−80.2% | Reduced |
| Iron Horse Wealth Management, LLC | 26 | $128 | 0.00% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 26 | $128 | 0.00% | +26 | New |
| Ameriflex Group, Inc. | 25 | $130 | 0.00% | 00.0% | Unchanged |
| Holos Integrated Wealth LLC | 22 | $145 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 30 | $148 | 0.00% | +30 | New |
| Evermay Wealth Management LLC | 37 | $183 | 0.00% | −100−73.0% | Reduced |
| Golden State Wealth Management, LLC | 37 | $183 | 0.00% | −13−26.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 37 | $183 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 40 | $198 | 0.00% | −11−21.6% | Reduced |
| Dynamic Wealth Strategies, LLC | 40 | $198 | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 45 | $222 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 48 | $238 | 0.00% | −250−83.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 50 | $247 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 60 | $296 | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 66 | $326 | 0.00% | +66 | New |
| TD Private Client Wealth LLC | 68 | $336 | 0.00% | −6,515−99.0% | Reduced |
| Atticus Wealth Management, LLC | 73 | $361 | 0.00% | −203−73.6% | Reduced |
| North Star Investment Management Corp. | 80 | $395 | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 85 | $420 | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 88 | $435 | 0.00% | −2,000−95.8% | Reduced |
| Beacon Capital Management, LLC | 92 | $454 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 94 | $464 | 0.00% | +94 | New |
| Orion Capital Management LLC | 100 | $494 | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 100 | $494 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 101 | $499 | 0.00% | −109−51.9% | Reduced |
| J.Safra Asset Management Corp | 104 | $514 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 105 | $519 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 109 | $539 | 0.00% | −5−4.4% | Reduced |
| Activest Wealth Management | 128 | $632 | 0.00% | +128 | New |
| Atlantic Trust, LLC | 130 | $643 | 0.00% | +130 | New |
| Deseret Mutual Benefit Administrators | 149 | $736 | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 150 | $741 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 155 | $766 | 0.00% | −42−21.3% | Reduced |
| Tradewinds Capital Management, LLC | 170 | $840 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 171 | $845 | 0.00% | +81+90.0% | Added |
| NewSquare Capital LLC | 175 | $865 | 0.00% | +175 | New |
| Painted Porch Advisors LLC | 180 | $889 | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 184 | $907 | 0.00% | −20−9.8% | Reduced |
| CoreCap Advisors, LLC | 185 | $914 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 201 | $993 | 0.00% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 128 | $1.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 244 | $1.21K | 0.00% | +96+64.9% | Added |
| Prestige Wealth Management Group LLC | 264 | $1.30K | 0.00% | +126+91.3% | Added |
| Pinnacle Bancorp, Inc. | 287 | $1.42K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 324 | $1.60K | 0.00% | −52−13.8% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 221 | $1.62K | 0.00% | +221 | New |
| Whittier Trust Co | 371 | $1.83K | 0.00% | −25−6.3% | Reduced |
| Duncker Streett & Co Inc | 400 | $1.98K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 328 | $2.00K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 408 | $2.02K | 0.00% | +408 | New |
| Harbor Investment Advisory, LLC | 500 | $2.47K | 0.00% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 501 | $2.48K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 543 | $2.68K | 0.00% | +336+162.3% | Added |
| Umb Bank N A | 551 | $2.72K | 0.00% | +369+202.7% | Added |
| Cape Investment Advisory, Inc. | 561 | $2.77K | 0.00% | +4+0.7% | Added |
| Clearstead Advisors, LLC | 580 | $2.87K | 0.00% | −4−0.7% | Reduced |
| Hantz Financial Services, Inc. | 662 | $3.00K | 0.00% | +626+1,738.9% | Added |
| Anchor Investment Management, LLC | 635 | $3.14K | 0.00% | −218−25.6% | Reduced |
| SRS Capital Advisors, Inc. | 638 | $3.15K | 0.00% | −37−5.5% | Reduced |
| Harbour Investments, Inc. | 754 | $3.73K | 0.00% | +500+196.9% | Added |
| Webster Bank, N. A. | 775 | $3.83K | 0.00% | −100−11.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 800 | $3.95K | 0.00% | +522+187.8% | Added |
| GPS Wealth Strategies Group, LLC | 825 | $4.08K | 0.00% | +201+32.2% | Added |
| Central Trust Co | 850 | $4.20K | 0.00% | −5−0.6% | Reduced |
| Jones Financial Companies LLLP | 859 | $4.28K | 0.00% | −45−5.0% | Reduced |
| Atwood & Palmer Inc | 1,000 | $4.94K | 0.00% | 00.0% | Unchanged |
| Optimum Investment Advisors | 1,000 | $4.94K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,063 | $5.25K | 0.00% | −11,447−91.5% | Reduced |
