| Sofos Investments, Inc. | 0 | $48 | 0.00% | −323−100.0% | Reduced |
| PEAK6 Investments LLC | 2 | $605 | 0.00% | −14,260−100.0% | Reduced |
| Column Capital Advisors, LLC | 2 | $647 | 0.00% | −16−88.9% | Reduced |
| Tfo-TDC, LLC | 3 | $968 | 0.00% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3 | $971 | 0.00% | +3 | New |
| Transamerica Financial Advisors, Inc. | 1 | $1.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 4 | $1.19K | 0.00% | −100−96.2% | Reduced |
| Authentikos Wealth Advisory, LLC | 4 | $1.29K | 0.00% | +4 | New |
| Financial Synergies Wealth Advisors, Inc. | 4 | $1.29K | 0.00% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 5 | $1.62K | 0.00% | +5 | New |
| Providence Capital Advisors, LLC | 6 | $1.94K | 0.00% | +6 | New |
| WFA Asset Management Corp | 6 | $1.94K | 0.00% | +6 | New |
| Perkins Coie Trust Co | 7 | $2.26K | 0.00% | +7 | New |
| Cedar Mountain Advisors, LLC | 7 | $2.27K | 0.00% | 00.0% | Unchanged |
| Horizons Wealth Management | 7 | $2.27K | 0.00% | 00.0% | Unchanged |
| Provenance Wealth Advisors, LLC | 7 | $2.27K | 0.00% | +7 | New |
| Thomas J. Herzfeld Advisors, Inc. | 8 | $2.59K | 0.00% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 10 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 9 | $3.12K | 0.00% | +7+350.0% | Added |
| Carolina Wealth Advisors, LLC | 10 | $3.23K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 10 | $3.24K | 0.00% | −3−23.1% | Reduced |
| Pflug Koory, LLC | 10 | $3.24K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 10 | $3.39K | 0.00% | −2−16.7% | Reduced |
| Logan Capital Management Inc | 11 | $3.56K | 0.00% | −200−94.8% | Reduced |
| Stephenson National Bank & Trust | 12 | $3.88K | 0.00% | +12 | New |
| Syntax Research, Inc. | 12 | $3.88K | 0.00% | +12 | New |
| Red Tortoise LLC | 13 | $4.21K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 14 | $4.53K | 0.00% | −7,482−99.8% | Reduced |
| Performa Ltd (US), LLC | 14 | $4.53K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 15 | $4.85K | 0.00% | −5−25.0% | Reduced |
| Macroview Investment Management LLC | 15 | $4.89K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 15 | $5.00K | 0.00% | −20−57.1% | Reduced |
| First PREMIER Bank | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 15 | $5.00K | 0.00% | 00.0% | Unchanged |
| Adirondack Trust Co | 20 | $6.47K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 20 | $6.47K | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 20 | $6.47K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 22 | $7.26K | 0.00% | −5−18.5% | Reduced |
| First Financial Corp | 23 | $7.44K | 0.00% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 23 | $7.44K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 26 | $8.00K | 0.00% | −1−3.7% | Reduced |
| Arlington Partners LLC | 25 | $8.09K | 0.00% | −749−96.8% | Reduced |
| Arlington Trust Co LLC | 25 | $8.09K | 0.00% | +25 | New |
| Cherry Tree Wealth Management, LLC | 25 | $8.09K | 0.00% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 27 | $8.64K | 0.00% | +1+3.8% | Added |
| Bay Harbor Wealth Management, LLC | 27 | $8.98K | 0.00% | −1−3.6% | Reduced |
| Winch Advisory Services, LLC | 27 | $9.00K | 0.00% | −9−25.0% | Reduced |
| ClariVest Asset Management LLC | 29 | $9.00K | 0.00% | +3+11.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 29 | $9.38K | 0.00% | 00.0% | Unchanged |
| PayPay Securities Corp | 29 | $9.38K | 0.45% | +16+123.1% | Added |
| Mizuho Securities Co. Ltd. | 30 | $9.71K | 0.05% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 32 | $10.0K | 0.00% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 31 | $10.0K | 0.00% | −142−82.1% | Reduced |
| Tucker Asset Management LLC | 32 | $10.4K | 0.00% | +5+18.5% | Added |
| Sturgeon Ventures LLP | 33 | $10.7K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 34 | $11.0K | 0.01% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 34 | $11.0K | 0.01% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 35 | $11.3K | 0.01% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 40 | $12.9K | 0.00% | 00.0% | Unchanged |
| Bourgeon Capital Management LLC | 40 | $12.9K | 0.00% | 00.0% | Unchanged |
| West Oak Capital, LLC | 40 | $13.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 42 | $13.6K | 0.00% | −4−8.7% | Reduced |
| Spotlight Asset Group, Inc. | 42 | $13.6K | 0.01% | 00.0% | Unchanged |
| Albion Financial Group | 45 | $14.6K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 50 | $16.3K | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 51 | $16.5K | 0.01% | −13−20.3% | Reduced |
| Annapolis Financial Services, LLC | 52 | $16.8K | 0.00% | 00.0% | Unchanged |
| Front Row Advisors LLC | 53 | $17.1K | 0.01% | −1−1.9% | Reduced |
| Exane Asset Management | 54 | $17.5K | 0.01% | −3,334−98.4% | Reduced |
| Cornerstone Planning Group LLC | 58 | $18.7K | 0.01% | +2+3.6% | Added |
| McIlrath & Eck, LLC | 58 | $18.8K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 60 | $19.4K | 0.02% | +60 | New |
| Chilton Capital Management LLC | 60 | $19.4K | 0.00% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 60 | $19.4K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 76 | $24.6K | 0.01% | −37−32.7% | Reduced |
| Atwood & Palmer Inc | 77 | $24.9K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 77 | $24.9K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 78 | $25.0K | 0.02% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 80 | $25.9K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 80 | $25.9K | 0.00% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 80 | $25.9K | 0.00% | +80 | New |
| Raffa Wealth Management, LLC | 84 | $27.2K | 0.01% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 85 | $27.5K | 0.01% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 90 | $29.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 91 | $29.4K | 0.00% | +41+82.0% | Added |
| West Paces Advisors Inc. | 94 | $30.4K | 0.01% | 00.0% | Unchanged |
| Truvestments Capital LLC | 94 | $30.5K | 0.02% | +44+88.0% | Added |
| PFS Partners, LLC | 97 | $31.4K | 0.03% | 00.0% | Unchanged |
| NewSquare Capital LLC | 100 | $32.4K | 0.00% | −8−7.4% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 100 | $32.4K | 0.01% | −1−1.0% | Reduced |
| Kelly Financial Services LLC | 101 | $32.6K | 0.01% | +1+1.0% | Added |
| Pacific Center for Financial Services | 102 | $32.9K | 0.01% | +1+1.0% | Added |
| GW&K Investment Management, LLC | 104 | $34.0K | 0.00% | −1−1.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 106 | $34.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 111 | $35.9K | 0.01% | 00.0% | Unchanged |
| Chelsea Counsel Co | 117 | $37.9K | 0.02% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 119 | $38.5K | 0.00% | −1,663−93.3% | Reduced |
| Bromfield Sneider Wealth Advisors | 120 | $38.8K | 0.03% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 120 | $38.8K | 0.05% | +120 | New |
| Tacita Capital Inc | 125 | $40.4K | 0.03% | 00.0% | Unchanged |
