| International Assets Investment Management, LLC | 1 | $191 | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1 | $194 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 1 | $194 | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 1 | $194 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 1 | $194 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $194 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 1 | $194 | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1 | $194 | 0.00% | +1 | New |
| Financial Management Professionals, Inc. | 1 | $194 | 0.00% | +1 | New |
| Activest Wealth Management | 1 | $194 | 0.00% | +1 | New |
| Quaker Wealth Management, LLC | 2 | $388 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 2 | $388 | 0.01% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 2 | $388 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 2 | $388 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2 | $388 | 0.00% | +1+100.0% | Added |
| Cornerstone Planning Group LLC | 3 | $562 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 3 | $581 | 0.00% | +3 | New |
| Rialto Wealth Management, LLC | 3 | $582 | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 3 | $582 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 4 | $775 | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 4 | $775 | 0.00% | +4 | New |
| UMA Financial Services, Inc. | 4 | $776 | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 5 | $969 | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 5 | $970 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 6 | $1.16K | 0.00% | −3−33.3% | Reduced |
| Cromwell Holdings LLC | 6 | $1.16K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 6 | $1.16K | 0.00% | +6 | New |
| Sachetta, LLC | 6 | $1.16K | 0.00% | −14−70.0% | Reduced |
| American National Bank | 7 | $1.36K | 0.00% | +7 | New |
| Bellevue Asset Management, LLC | 7 | $1.36K | 0.00% | +7 | New |
| North Star Investment Management Corp. | 7 | $1.36K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 7 | $1.36K | 0.00% | +7 | New |
| CBIZ Investment Advisory Services, LLC | 12 | $1.73K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 9 | $1.75K | 0.00% | −6−40.0% | Reduced |
| CoreCap Advisors, LLC | 9 | $1.75K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 10 | $1.94K | 0.00% | −20−66.7% | Reduced |
| Park Place Capital Corp | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| Murphy & Mullick Capital Management Corp | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| Sunrise Financial Services, LLC | 10 | $1.94K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 12 | $2.00K | 0.00% | +12 | New |
| SJS Investment Consulting Inc. | 12 | $2.33K | 0.00% | 00.0% | Unchanged |
| Montag A & Associates Inc | 12 | $2.42K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 13 | $2.52K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 15 | $2.91K | 0.00% | −6−28.6% | Reduced |
| Greykasell Wealth Strategies, Inc. | 15 | $2.91K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 16 | $3.10K | 0.00% | −51−76.1% | Reduced |
| Action Point Financial Planning, LLC | 17 | $3.10K | 0.00% | +17 | New |
| Fortitude Family Office, LLC | 17 | $3.29K | 0.00% | −4−19.0% | Reduced |
| First Horizon Corp | 17 | $3.29K | 0.00% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 17 | $3.29K | 0.00% | +17 | New |
| Bell Investment Advisors, Inc | 17 | $3.30K | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 18 | $3.49K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 18 | $3.49K | 0.00% | +18 | New |
| True Wealth Design, LLC | 19 | $3.68K | 0.00% | −16−45.7% | Reduced |
| Hughes Financial Services, LLC | 19 | $3.68K | 0.00% | +4+26.7% | Added |
| Cape Investment Advisory, Inc. | 20 | $3.88K | 0.00% | +20 | New |
| Silver Grove Financial Group, Inc. | 21 | $4.07K | 0.00% | +21 | New |
| Continuum Advisory, LLC | 24 | $4.65K | 0.00% | +24 | New |
| JDM Financial Group LLC | 26 | $5.04K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 28 | $5.43K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 31 | $6.01K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 31 | $6.01K | 0.00% | +10+47.6% | Added |
| Caitlin John, LLC | 34 | $6.59K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 34 | $6.59K | 0.00% | +32+1,600.0% | Added |
| Farmers & Merchants Investments Inc | 36 | $6.98K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 36 | $7.08K | 0.00% | +4+12.5% | Added |
| Zions Bancorporation, National Association | 37 | $7.17K | 0.00% | +5+15.6% | Added |
| CVA Family Office, LLC | 39 | $7.56K | 0.00% | −21−35.0% | Reduced |
| Archer Investment Corp | 40 | $7.75K | 0.00% | 00.0% | Unchanged |
| United Financial Planning Group LLC | 40 | $7.75K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 42 | $8.14K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 43 | $8.34K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 45 | $8.72K | 0.00% | +45 | New |
| Burkett Financial Services, LLC | 48 | $9.31K | 0.00% | +48 | New |
| Spire Wealth Management | 50 | $9.69K | 0.00% | 00.0% | Unchanged |
| 1620 Investment Advisors, Inc. | 50 | $9.69K | 0.01% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 50 | $9.69K | 0.00% | +50 | New |
| Atlantic Union Bankshares Corp | 52 | $10.1K | 0.00% | −44−45.8% | Reduced |
| Cedar Mountain Advisors, LLC | 59 | $11.4K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 61 | $11.8K | 0.00% | −3−4.7% | Reduced |
| EverSource Wealth Advisors, LLC | 63 | $12.2K | 0.00% | −86−57.7% | Reduced |
| Millstone Evans Group, LLC | 68 | $13.2K | 0.01% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 77 | $14.9K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 87 | $16.9K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 90 | $17.4K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 91 | $18.0K | 0.00% | +91 | New |
| Larson Financial Group LLC | 95 | $18.3K | 0.00% | +28+41.8% | Added |
| Kozak & Associates, Inc. | 98 | $18.7K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 100 | $19.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 100 | $20.0K | 0.01% | −7−6.5% | Reduced |
| Leonteq Securities AG | 107 | $20.7K | 0.00% | −125−53.9% | Reduced |
| First Command Advisory Services, Inc. | 123 | $23.8K | 0.00% | +63+105.0% | Added |
| Clearstead Advisors, LLC | 132 | $25.6K | 0.00% | −511−79.5% | Reduced |
| Signature Equity Partners, LLC | 137 | $26.6K | 0.01% | −26−16.0% | Reduced |
| Accent Capital Management, LLC | 140 | $27.1K | 0.01% | +140 | New |
| Salomon & Ludwin, LLC | 144 | $27.5K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 148 | $28.7K | 0.00% | +50+51.0% | Added |
| Graney & King, LLC | 152 | $29.5K | 0.01% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 162 | $31.4K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 166 | $32.2K | 0.00% | 00.0% | Unchanged |