| Sachetta, LLC | 1 | $105 | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 1 | $105 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $105 | 0.00% | +1 | New |
| Cape Investment Advisory, Inc. | 2 | $209 | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2 | $209 | 0.00% | +2 | New |
| Essential Partners LLC | 2 | $209 | 0.00% | +2 | New |
| Newbridge Financial Services Group, Inc. | 3 | $314 | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 3 | $314 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 3 | $314 | 0.00% | 00.0% | Unchanged |
| North Capital, Inc. | 3 | $314 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 3 | $314 | 0.00% | +3 | New |
| McIlrath & Eck, LLC | 4 | $418 | 0.00% | +4 | New |
| Ameritas Advisory Services, LLC | 4 | $418 | 0.00% | +4 | New |
| Semmax Financial Advisors Inc. | 5 | $480 | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 5 | $523 | 0.00% | −5−50.0% | Reduced |
| Pacer Advisors, Inc. | 5 | $523 | 0.00% | −1−16.7% | Reduced |
| Quaker Wealth Management, LLC | 5 | $523 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 5 | $527 | 0.00% | +5 | New |
| Spire Wealth Management | 6 | $627 | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 7 | $732 | 0.00% | +1+16.7% | Added |
| AdvisorNet Financial, Inc | 7 | $732 | 0.00% | +3+75.0% | Added |
| Twin Peaks Wealth Advisors, LLC | 8 | $773 | 0.00% | +8 | New |
| Parkworth Wealth Management, Inc. | 8 | $836 | 0.00% | +3+60.0% | Added |
| Bay Harbor Wealth Management, LLC | 9 | $940 | 0.00% | +3+50.0% | Added |
| Principia Wealth Advisory, LLC | 9 | $941 | 0.00% | +6+200.0% | Added |
| Hazlett, Burt & Watson, Inc. | 14 | $1.00K | 0.00% | +14 | New |
| Rothschild Investment LLC | 10 | $1.04K | 0.00% | +10 | New |
| Duncker Streett & Co Inc | 10 | $1.04K | 0.00% | +10 | New |
| South State Corp. | 11 | $1.15K | 0.00% | +5+83.3% | Added |
| HFM Investment Advisors, LLC | 11 | $1.15K | 0.00% | +8+266.7% | Added |
| Rossby Financial, LCC | 11 | $1.15K | 0.00% | +11 | New |
| Hughes Financial Services, LLC | 12 | $1.20K | 0.00% | −11−47.8% | Reduced |
| Sittner & Nelson, LLC | 12 | $1.25K | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 13 | $1.36K | 0.00% | +2+18.2% | Added |
| Mascoma Wealth Management LLC | 14 | $1.46K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 14 | $1.46K | 0.00% | +14 | New |
| Kimelman & Baird, LLC | 17 | $1.78K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 17 | $1.78K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 18 | $1.88K | 0.00% | −8−30.8% | Reduced |
| Penserra Capital Management LLC | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 20 | $2.09K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 20 | $2.09K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 21 | $2.19K | 0.00% | +21 | New |
| Bellevue Asset Management, LLC | 22 | $2.30K | 0.00% | −1−4.3% | Reduced |
| Bruce G. Allen Investments, LLC | 22 | $2.30K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 25 | $2.61K | 0.00% | 00.0% | Unchanged |
| Dogwood Wealth Management LLC | 27 | $2.74K | 0.00% | +27 | New |
| Private Wealth Management Group, LLC | 30 | $3.13K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 35 | $3.66K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 35 | $3.66K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 35 | $3.66K | 0.00% | +5+16.7% | Added |
| Cromwell Holdings LLC | 36 | $3.76K | 0.00% | +24+200.0% | Added |
| Carolina Wealth Advisors, LLC | 37 | $3.87K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 39 | $4.00K | 0.00% | +14+56.0% | Added |
| Hantz Financial Services, Inc. | 35 | $4.00K | 0.00% | +33+1,650.0% | Added |
| Abound Wealth Management | 40 | $4.18K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 45 | $4.42K | 0.00% | +18+66.7% | Added |
| Kestra Investment Management, LLC | 50 | $4.56K | 0.00% | +4+8.7% | Added |
| Asset Dedication, LLC | 47 | $4.91K | 0.00% | +47 | New |
| Colonial Trust Co | 47 | $4.99K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 44 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 48 | $5.02K | 0.00% | +48 | New |
| Fortis Group Advisors, LLC | 50 | $5.22K | 0.00% | −3,031−98.4% | Reduced |
| Optimum Investment Advisors | 50 | $5.22K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 54 | $5.64K | 0.00% | +5+10.2% | Added |
| Ronald Blue Trust, Inc. | 55 | $5.75K | 0.00% | −5−8.3% | Reduced |
| Hurley Capital, LLC | 57 | $5.96K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 57 | $5.96K | 0.00% | +57 | New |
| Marshall & Sterling Wealth Advisors Inc. | 59 | $6.17K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 61 | $6.38K | 0.00% | −11−15.3% | Reduced |
| Princeton Global Asset Management LLC | 65 | $6.79K | 0.00% | −250−79.4% | Reduced |
| Truvestments Capital LLC | 65 | $6.79K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 65 | $6.79K | 0.00% | 00.0% | Unchanged |
| Centricity Wealth Management, LLC | 67 | $7.00K | 0.01% | 00.0% | Unchanged |
| Key Financial Inc | 68 | $7.11K | 0.00% | +68 | New |
| Red Tortoise LLC | 70 | $7.32K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 83 | $8.67K | 0.00% | +83 | New |
| Atlantic Trust, LLC | 83 | $8.67K | 0.00% | +83 | New |
| Cary Street Partners Financial LLC | 86 | $8.99K | 0.00% | +86 | New |
| Larson Financial Group LLC | 98 | $10.2K | 0.00% | +40+69.0% | Added |
| Johnson Financial Group, Inc. | 100 | $10.4K | 0.00% | −212−67.9% | Reduced |
| Central Pacific Bank - Trust Division | 100 | $10.4K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 108 | $11.3K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 112 | $11.7K | 0.00% | −1−0.9% | Reduced |
| Farmers & Merchants Investments Inc | 117 | $12.2K | 0.00% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 123 | $12.9K | 0.01% | +123 | New |
| JFS Wealth Advisors, LLC | 126 | $13.2K | 0.00% | +8+6.8% | Added |
| Golden State Wealth Management, LLC | 131 | $13.7K | 0.00% | +126+2,520.0% | Added |
| Kings Path Partners LLC | 145 | $15.2K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 150 | $15.7K | 0.00% | +26+21.0% | Added |
| PFS Partners, LLC | 160 | $16.7K | 0.01% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 169 | $17.7K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 171 | $17.9K | 0.00% | −24−12.3% | Reduced |
| Capital Advisors, Ltd. LLC | 174 | $18.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 189 | $19.8K | 0.00% | −303−61.6% | Reduced |
| NBC Securities, Inc. | 195 | $20.0K | 0.00% | 00.0% | Unchanged |
| Choate Investment Advisors | 202 | $21.1K | 0.00% | +202 | New |
| Federation des caisses Desjardins du Quebec | 210 | $21.9K | 0.00% | −315−60.0% | Reduced |
| Parallel Advisors, LLC | 226 | $23.6K | 0.00% | −12−5.0% | Reduced |
| Covestor Ltd | 225 | $24.0K | 0.01% | +11+5.1% | Added |