| Glen Eagle Advisors, LLC | 1 | $21 | 0.00% | 00.0% | Unchanged |
| Kerr Financial Planning Corp | 1 | $28 | 0.00% | −18−94.7% | Reduced |
| Trust Co | 4 | $83 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 4 | $83 | 0.00% | +4 | New |
| Private Wealth Management Group, LLC | 4 | $84 | 0.00% | −16−80.0% | Reduced |
| Truvestments Capital LLC | 7 | $145 | 0.00% | −218−96.9% | Reduced |
| Signature Equity Partners, LLC | 8 | $166 | 0.00% | −381−97.9% | Reduced |
| Transamerica Financial Advisors, Inc. | 9 | $186 | 0.00% | +3+50.0% | Added |
| Ancora Advisors, LLC | 10 | $208 | 0.00% | −65−86.7% | Reduced |
| Root Financial Partners, LLC | 10 | $208 | 0.00% | +10 | New |
| Golden State Equity Partners | 11 | $227 | 0.00% | +11 | New |
| Pacific Center for Financial Services | 11 | $229 | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 14 | $291 | 0.00% | +14 | New |
| JPL Wealth Management, LLC | 14 | $291 | 0.00% | +14 | New |
| Addison Advisors LLC | 17 | $353 | 0.00% | +17 | New |
| Colonial Trust Co | 19 | $360 | 0.00% | +18+1,800.0% | Added |
| North Star Investment Management Corp. | 19 | $394 | 0.00% | −1−5.0% | Reduced |
| CoreCap Advisors, LLC | 20 | $415 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 22 | $457 | 0.00% | +16+266.7% | Added |
| IMA Wealth, Inc. | 23 | $477 | 0.00% | −10−30.3% | Reduced |
| Godfrey Financial Associates, Inc. | 30 | $623 | 0.00% | 00.0% | Unchanged |
| Rachor Investment Advisory Services, LLC | 33 | $686 | 0.00% | −14−29.8% | Reduced |
| Marquette Asset Management, LLC | 34 | $706 | 0.00% | +3+9.7% | Added |
| Strategic Investment Solutions, Inc. | 40 | $830 | 0.00% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 40 | $830 | 0.00% | +40 | New |
| Retirement Wealth Solutions LLC | 46 | $955 | 0.00% | +38+475.0% | Added |
| Capital Advisors, Ltd. LLC | 60 | $1.00K | 0.00% | +6+11.1% | Added |
| Roble, Belko & Company, Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 27 | $1.00K | 0.00% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 51 | $1.06K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 76 | $1.58K | 0.00% | +76 | New |
| Golden State Wealth Management, LLC | 77 | $1.60K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 56 | $1.66K | 0.00% | +56 | New |
| Versant Capital Management, Inc | 83 | $1.72K | 0.00% | +48+137.1% | Added |
| Quarry LP | 83 | $1.72K | 0.00% | +83 | New |
| Armstrong Advisory Group, Inc | 91 | $1.89K | 0.00% | +91 | New |
| Whittier Trust Co of Nevada Inc | 98 | $1.99K | 0.00% | −598−85.9% | Reduced |
| Strive Financial Group ,LLC | 100 | $2.00K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 97 | $2.01K | 0.00% | −268−73.4% | Reduced |
| Rossby Financial, LCC | 104 | $2.06K | 0.00% | 00.0% | Unchanged |
| Financially Speaking Inc | 100 | $2.08K | 0.01% | 00.0% | Unchanged |
| Gill Capital Partners, LLC | 100 | $2.08K | 0.00% | +100 | New |
| Clear Investment Research, LLC | 100 | $2.08K | 0.00% | +100 | New |
| Ronald Blue Trust, Inc. | 101 | $2.10K | 0.00% | −1,022−91.0% | Reduced |
| Bernard Wealth Management Corp. | 106 | $2.20K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 108 | $2.24K | 0.00% | −5−4.4% | Reduced |
| Activest Wealth Management | 110 | $2.28K | 0.00% | 00.0% | Unchanged |
| Lloyd Advisory Services, LLC. | 116 | $2.41K | 0.00% | +116 | New |
| Kingdom Financial Group LLC. | 116 | $2.41K | 0.00% | +116 | New |
| Osbon Capital Management LLC | 122 | $2.53K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 133 | $2.76K | 0.00% | +84+171.4% | Added |
| Fairscale Capital, LLC | 140 | $2.91K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 147 | $3.00K | 0.00% | −111−43.0% | Reduced |
| Main Street Group, LTD | 148 | $3.07K | 0.00% | +148 | New |
| Abound Financial, LLC | 150 | $3.11K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 150 | $3.11K | 0.00% | +150 | New |
| Assetmark, Inc | 170 | $3.53K | 0.00% | +44+34.9% | Added |
| HM Payson & Co | 175 | $3.63K | 0.00% | +100+133.3% | Added |
| Proathlete Wealth Management LLC | 185 | $3.84K | 0.00% | 00.0% | Unchanged |
| Natixis | 194 | $4.03K | 0.00% | +194 | New |
| Sound Income Strategies, LLC | 225 | $4.46K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 220 | $4.57K | 0.00% | −2,794−92.7% | Reduced |
| Rothschild Investment LLC | 249 | $5.17K | 0.00% | −5−2.0% | Reduced |
| Parkside Financial Bank & Trust | 253 | $5.25K | 0.00% | −238−48.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 260 | $5.40K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 200 | $5.45K | 0.00% | +172+614.3% | Added |
| Copia Wealth Management | 270 | $5.61K | 0.00% | 00.0% | Unchanged |
| Game Plan Financial Advisors, LLC | 270 | $5.61K | 0.00% | +90+50.0% | Added |
| Morse Asset Management, Inc | 300 | $6.23K | 0.00% | +300 | New |
| LRI Investments, LLC | 321 | $6.67K | 0.00% | +191+146.9% | Added |
| Basecamp Wealth Advisors LLC | 330 | $6.85K | 0.00% | +277+522.6% | Added |
| SJS Investment Consulting Inc. | 335 | $6.96K | 0.00% | +335 | New |
| Intesa Sanpaolo Wealth Management | 366 | $7.60K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 400 | $7.94K | 0.00% | −191−32.3% | Reduced |
| Community Bank, N.A. | 400 | $8.30K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 400 | $8.30K | 0.00% | 00.0% | Unchanged |
| My Portfolio Guide, LLC | 400 | $8.30K | 0.00% | +400 | New |
| Banque Transatlantique SA | 400 | $8.37K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 430 | $8.93K | 0.00% | −182−29.7% | Reduced |
| Prestige Wealth Management Group LLC | 440 | $9.13K | 0.00% | +40+10.0% | Added |
| Massmutual Trust Co FSB | 456 | $9.47K | 0.00% | +233+104.5% | Added |
| MAI Capital Management | 474 | $9.84K | 0.00% | −1,584−77.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 500 | $10.0K | 0.00% | −1,377−73.4% | Reduced |
| Smartleaf Asset Management LLC | 534 | $10.0K | 0.00% | −275−34.0% | Reduced |
| Quent Capital, LLC | 491 | $10.2K | 0.00% | 00.0% | Unchanged |
| Legend Capital Advisors LLC | 534 | $11.1K | 0.01% | +534 | New |
| Hilton Head Capital Partners, LLC | 550 | $11.4K | 0.01% | +550 | New |
| Zions Bancorporation, National Association | 598 | $12.4K | 0.00% | +41+7.4% | Added |
| Fortitude Family Office, LLC | 637 | $13.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 720 | $14.9K | 0.00% | −614−46.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 760 | $15.8K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 805 | $16.7K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,025 | $21.3K | 0.00% | −266,608−99.6% | Reduced |
| Bessemer Group Inc | 1,154 | $24.0K | 0.00% | −1,867−61.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,244 | $25.8K | 0.00% | +96+8.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,276 | $26.5K | 0.00% | +699+121.1% | Added |
| Sterling Capital Management LLC | 1,329 | $27.6K | 0.00% | −11−0.8% | Reduced |
| Clearstead Advisors, LLC | 1,338 | $27.8K | 0.00% | −985−42.4% | Reduced |
| IFP Advisors, Inc | 1,412 | $29.3K | 0.00% | −2,268−61.6% | Reduced |
| Coastline Trust Co | 1,423 | $29.5K | 0.00% | +1,423 | New |
